In this episode of Planning Aces, Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation.

Highlights

• Sandra Wallach (Amprius Technologies): Focuses on weekly collaboration and direct involvement to optimize supply chain and customer alignment.
• David Morris (Guardian Pharmacy Services): Shares Guardian's journey to IPO, emphasizing data infrastructure and rigorous planning.
• David Eckstein (Vanta): Advocates for experimenting with AI tools while showcasing their role in sales efficiency and operational improvements.
• Brett Knowles: Identifies a "crawl, walk, run" approach to technology adoption and its impact on FP&A as a strategic partner.