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The FP&A Spectrum: Technology, Culture, and Long-Term Value - A Planning Aces Episode

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…

The skinny

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