6 episodes

CFO Journals: A Strategic Planning Podcast is a podcast for financial professionals in retail, manufacturing, and consumer packaged goods looking to improve their businesses. Each episode will feature a conversation with finance leaders about external factors that impact a business’ ability to plan and forecast in an uncertain economy. If you’re seeking insight into business planning, forecasting, AI, or predictive analytics, then you’ve come to the right community. Welcome to CFO Journals!

CFO Journals Prevedere

    • Business
    • 5.0 • 22 Ratings

CFO Journals: A Strategic Planning Podcast is a podcast for financial professionals in retail, manufacturing, and consumer packaged goods looking to improve their businesses. Each episode will feature a conversation with finance leaders about external factors that impact a business’ ability to plan and forecast in an uncertain economy. If you’re seeking insight into business planning, forecasting, AI, or predictive analytics, then you’ve come to the right community. Welcome to CFO Journals!

    Traversing Economic Challenges in the Chemical Industry with Dr. Swift

    Traversing Economic Challenges in the Chemical Industry with Dr. Swift

    Prevedere CEO Rich Wagner recently sat down with Dr. Thomas Kevin Swift, Senior Economist for Global Chemicals at ICIS, the Independent Commodity Intelligence Services, for an exclusive Q&A about forecasting and planning during recessionary conditions.
    Dr. Swift is an expert in the interaction between management, strategy, and economic advancements in the chemical industry. He has an in-depth understanding of the energy and chemical industries, as well as competitive intelligence and market research in a global setting.


    Their discussion centers around Dr. Swift’s experience in developing forecasts for the chemical sector over the past few years and into a recession in 2023, as well as any insights he might have about the outlook for the chemical industry.

    Listen to the episode to learn more. 

    • 21 min
    How to Manage and Lead a Finance Team With Lisa Cummings

    How to Manage and Lead a Finance Team With Lisa Cummings

    Finance teams seeking an understanding of the operations and strategy of the organizations they support, are the teams that thrive! Our guest has experience building these teams at the highest level.  
    Lisa Cummings is a Senior Finance Executive with over 17 years of experience in Corporate Finance, FP&A, Strategy & Operations. Over the past four years at Twitter, Lisa has had the opportunity to rebuild and scale a high-performing FP&A team who are thought leaders, empathic, data-driven, and partner deeply with all levels of management to shape and execute organizational strategy.  
    Join us as we discuss:
     The uncertainties and challenges Lisa’s team has faced over the last two years.  What role her team plays in the forecasting process at Twitter, and the impact of missing a forecast. Why finance teams should be more involved in the operations of the business. 

    • 26 min
    April Murray - Entekra: Finance in the Factory

    April Murray - Entekra: Finance in the Factory

    The role of the CFO has changed. Soft skills matter just as much as the technical. Not only do you need the technical knowledge, but you also need to be able to cultivate relationships. 
    April Murray is the CFO of Entekra LLC, a design, engineering, and manufacturing company that provides a Fully Integrated Off-Site Solution® – FIOSS® – for residential and commercial construction. April has over 25 years of experience in finance at the factory and corporate level and brings great insights to us from her experience over the years. 
    Join us as we discuss:
    The challenges the pandemic has brought, and how it has changed forecasting. Things that finance teams do today that are no longer useful.   April’s advice for young professionals starting in the finance careers. 

    • 18 min
    How the Pandemic Changed FP&A

    How the Pandemic Changed FP&A

    The pandemic changed financial forecasting and shed light on the need for better relationships between finance and other teams.  
    That’s according to Max Yao , Market Group CFO, UK & Nordics at Otis Elevator Company. Yao is a seasoned CFO and business leader with successful experience within leading global organizations.  
    In today’s episode, he shares his insights into:
    How the pandemic changed financial forecastingThe need for close relationships between finance and other departmentsThe human element of FP&A Keep connected with us by subscribing to the show on Apple , Spotify , or your favorite podcast player as we bring you actionable conversations from finance industry leaders. Find us on our website and join the conversation on LinkedIn.  
    Listening on a desktop & can’t see the links? Just search for CFO Journals in your favorite podcast player.

    • 19 min
    Jesse Weaver - SmileDirectClub: Navigating Economic Uncertainty

    Jesse Weaver - SmileDirectClub: Navigating Economic Uncertainty

    During the early months of the pandemic, Jesse Weaver was instrumental in helping Dollar General navigate economic uncertainty.  
    Today, he’s guiding a new company, SmileDirectClub, through the COVID economy as their Global Head of FP&A and Investor Relations.
    In this episode, he shares his keys to success, lessons learned, and predictions on the future of FP&A in 2022 and beyond. 
    We discuss:
    Changes to forecasting and business planning during the pandemicTop challenges for FP&A teams over the last few yearsStrategies for navigating market volatility in 2022Keep connected with us by subscribing to the show on Apple, Spotify, or your favorite podcast player as we bring you actionable conversations from finance industry leaders. Find us on our website and join the conversation on LinkedIn.
    Listening on a desktop & can’t see the links? Just search for CFO Journals in your favorite podcast player.

    • 24 min
    An Inside Look At CFO Journals

    An Inside Look At CFO Journals

    For those in retail, manufacturing, and consumer packaged goods looking to improve their planning and forecasting, we introduce a new podcast aimed at financial leaders. 
    Rich Wagner, Founder & CEO at Prevedere, will be interviewing finance leaders about external factors that impact a business’ ability to plan and forecast in an uncertain economy. 
    Join us as we discuss topics such as: 
    - Business planning
    - Forecasting
    - External Date
    - Predictive Analytics
    - AI
    Keep connected with us by subscribing to the show in your favorite podcast player as we bring you actionable conversations from finance industry leaders. 
    Listening on a desktop & can’t see the links? Just search for CFO Journals in your favorite podcast player.

    • 1 min

Customer Reviews

5.0 out of 5
22 Ratings

22 Ratings

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