Ep 23: Leading Cross- Functional Teams

Episode notes

Are you tired of sitting through unproductive monthly meetings that turn into show-and-tell sessions? Do you want to shift your focus to key metrics that matter and move away from storytelling to a more data-driven approach? In this episode of the Planning Aces podcast, Cohosts Jack Sweeney and Brett Knowles feature the commentary and insights of three finance leaders who don't mind displacing the status quo as they seek to optimize their business metrics and drive performance. Episode #23 kicks off with the hosts featuring recent commentary from Dayton Kellenberger, CFO of Vendavo, who shares his experience with implementing a metrics-based approach to monthly business unit reviews. He explains that they shifted their focus to key metrics that matter and moved away from storytelling to a more data-driven approach. Dayton also discusses the importance of optimizing SAS gross margins, which is a cross-functional effort that involves finance, sales, cloud ops teams, and customer success teams. Later in the episode, Celeste Ackert and Jason Quinn share their insights on creating cross-functional dashboards and raising the profile of metrics within an organization.

• Ep 52: Foundations Before Acceleration - a Planning Aces Episode67 / 100
• Ep 51: The New FP&A Feedback Loop66 / 100
• Ep 50: Discipline at the Heart of Innovation63 / 100
• Ep 49: AI's Early Returns
• Ep 48: Finance Leaders Decode AI's Promise