Feb 25, 202630 min
In this episode of Planning Aces , hosts Jack Sweeney and Glenn Hopper lead a focused discussion spotlighting the thinking of CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO...
business
Planning Aces
Hosted by Brett Knowles & Jack Sweeney · business · EN
About this Podcast:
The podcast for finance professionals tasked with taking their businesses to new heights.
Pitch Analysis
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Contact path
Verified email
Booking probability
22%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Planning Aces
Who hosts Planning Aces?
Planning Aces is hosted by Brett Knowles & Jack Sweeney. The show has published 52 episodes to date.
What has Planning Aces covered recently?
Recent episodes include "Ep 52: Foundations Before Acceleration - a Planning Aces Episode" (25 February 2026, 30 minutes), "Ep 51: The New FP&A Feedback Loop" (8 January 2026, 40 minutes), and "Ep 50: Discipline at the Heart of Innovation" (17 November 2025, 34 minutes).
How often does Planning Aces publish?
Planning Aces publishes roughly monthly, with episodes averaging 40 minutes across 52 episodes.
How hard is it to get booked on Planning Aces?
Booking probability for Planning Aces is 22%, and the host is rated Selective on guests. Planning Aces requires a Pod Score of 80 or higher. Planning Aces's contact route on record: verified email.
Who should pitch Planning Aces?
The strongest fits for Planning Aces are Investing & Wealth Management and Business & Management Consulting. Planning Aces has a business audience.
About the host
Brett Knowles & Jack Sweeney hosts Planning Aces, a business podcast with 52 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Planning Aces
Ep 51: The New FP&A Feedback Loop
Jan 8, 202640 minIn this Planning Aces special episode, CFO Thought Leader brings together three finance executives operating in very different industries—but facing remarkably similar planning challenges. David Lee of WEBTOON, Cristina...
Planning Aces
Ep 50: Discipline at the Heart of Innovation
Nov 17, 202534 minIn this episode of Planning Aces , we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud) , Steve Sutter (Celigo) , and Niels Boon (Cint) . Each shares how finance is...
Planning Aces
Ep 49: AI's Early Returns
Oct 10, 202535 minIn this episode of Planning Aces , host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI's early returns —balancing efficiency, experimentation, and human judgment...
Planning Aces
Ep 48: Finance Leaders Decode AI's Promise
Aug 31, 202537 minIn this Planning Aces special, three finance leaders map how AI is moving FP&A from dashboards to decisions. Andrew Casey (Amplitude) shows agents automating analytics, experiments, and order-to-cash checks to...
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Aug 7, 202544 minIn Episode 47 of Planning Aces , Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Rettig (Bill), and Josh...
Jun 6, 202542 minIn this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Jillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory)...
May 9, 202541 minThis Planning Aces episode explores how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO Tim Arndt explains why e‑commerce triples warehouse demand and how...
Planning Aces
Ep 43: The ROI Equation for AI Starts Here
Mar 28, 202544 minIn this episode of Planning Aces , three forward-looking finance leaders share how they're transforming planning and forecasting inside their organizations. CFO Kevin Rhodes of Extreme Networks discusses the dual lens...
Planning Aces
Ep 42: From Misaligned Commissions to Unified Goals
Jan 2, 202536 minIn our latest Planning Aces episode of CFO Thought Leader , Jack Sweeney teams with FP&A veteran Brett Knowles to spotlight three finance leaders tackling one of business's most critical challenges: aligning sales...
Nov 29, 202445 minIn this episode of Planning Aces , co-hosts Jack Sweeney and Brett Knowles explore insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). The...
Planning Aces
Ep 40: From Constraints to Collaboration
Nov 1, 202443 minIn the latest Planning Aces episode, hosts Jack Sweeney and Brett Knowles discuss how finance leaders are elevating FP&A as strategic partners within organizations. Featuring insights from CFOs Regi Vengalil, Matt...
Sep 27, 202444 minIn this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and...
Planning Aces
Ep 38: Strategic Relationship Building in FP&A
Aug 30, 202442 minIn this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As...
Planning Aces
Ep 37: Navigating Communication Challenges
Jul 26, 202446 minBrett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct approaches to...
Planning Aces
Ep 36: Standardize, Streamline & Scale
Jul 3, 202436 minOn the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and...
Planning Aces
Ep 34: From Rearview to Road Ahead
May 3, 202435 minLeadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and proactive engagement. Technology and...
Planning Aces
Ep 33: Driving Value Beyond the Balance Sheet
Apr 5, 202443 minThis episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also...
Recent guests
Recent guests on Planning Aces. Study who booked and why before you pitch.
G
Glenn Hopper
CFO & Author of Deep Finance, Eventus Advisory Group
E
Eric Brown
Manager of Grid Assets for Electric T&D Vegetation Management, Mississippi Department of Public Safety
K
Kevin Rhodes
minister and director, Brown Trail School of Preaching
Z
Zach Johnson
Minnesota Millennial Farmer, Hot Dish & Headliners Podcast and Shovelhead
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