Planful

The Next CFO

Business EN ↓ 12 episodes

Ever wondered what’s really on the mind of your CFO?The Next CFO is a podcast that invites top CFOs to share the stories, strategies, and lessons that shaped their success. Hosted by Matt Sledge, each episode delivers actionable insights, career-defining moments, and practical takeaways to help you advance your career. Whether you’re an aspiring CFO or a seasoned finance leader, The Next CFO is your inside track to staying ahead in today’s dynamic finance world.

Author

Planful

Category

Business

Podcast website

fast.wistia.net

Latest episode

Nov 11, 2025

Where to listen?

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Episodes

Driving Community Impact as a CFO with Christopher Hollinger, CFO at Rethink Food 11.11.2025

What does it take to lead with purpose while driving impact in the nonprofit world? Join Christopher Hollinger, CFO at Rethink Food, in conversation with special guest host Rowan Tonkin, CMO at Planful. In this episode, Chris shares how his journey from Wall Street to mission-driven finance reshaped his view of leadership, strategy, and impact.

Mission-Driven Finance Leadership with Dai Shi, SVP & CFO at Mission Square Retirement 28.08.2025

In this episode, Dai Shi, SVP and CFO of Mission Square Retirement shares her journey from a literature major to a successful finance executive, emphasizing the importance of mentorship, strategic thinking, and effective communication in the CFO role.

Mindset and Mentoring Tips with Stuart Pasternak, Principal at The CFO Centre Canada 31.07.2025

Meet Stuart Pasternak, an executive coach and fractional CFO with 30+ years of experience leading finance across industries. He sits down with Matt to explain why finance is the true language of business and shares tips for CFOs to balance rigor with people-first leadership. Tune in for actionable advice on embracing AI, strengthening processes, and mentoring the next generation—plus reflections f...

From Journalist to CFO with Dan Fletcher, CFO at Planful 20.06.2025

Dan Fletcher, CFO of Planful, shares how trust, tech fluency, and soft skills shape modern finance leadership. A must-listen for today’s finance pros.

Guiding the Next Generation of Leaders with Diana Saadeh-Jajeh, Fractional CFO and Former CFO of GameStop, Inc. 03.06.2025

What’s next after the CFO seat—and how do you evolve your impact beyond a single company? Diana Saadeh-Jajeh, former CFO of GameStop and now a fractional CFO and board advisor, joins Matt to share how she built a dynamic career across finance, operations, and executive leadership. She reflects on the values that shaped her journey, the importance of staying curious, and why investing in your reput...

Finance Leadership Strategies for Niche Markets with Scott Page, CFO of Precision Aviation Group 11.02.2025

Scott Page, CFO of Precision Aviation Group, shares his unconventional path from pre-law student to finance leader. With experience spanning industries like private equity, distribution, and aviation, Scott talks about the lessons he’s learned, the importance of continuous growth, and how strategic thinking and hands-on leadership have shaped his career. Whether navigating private equity roll-ups...

Balancing Tradition and Innovation in Sports Business with Tim Zue, CFO of the Boston Red Sox 11.02.2025

Ever wonder what it takes to manage the finances of a legendary MLB team? Tim Zue, CFO of the Boston Red Sox, sits down with Matt to share his journey from engineering student to finance leader in one of baseball’s most iconic franchises. From navigating player payrolls to finding new revenue streams, Tim offers a behind-the-scenes look at balancing tradition with innovation in the world of sports...

Lessons in Non-Profit Leadership with Natalie Quan, CFO of CalCPA Education Foundation 11.02.2025

Natalie Quan, CFO of CalCPA, joins Matt to share her unique journey through nonprofit finance, from the San Francisco Ballet to mentoring at San Jose State. Natalie discusses how her passion for community and curiosity have shaped her leadership style, why relationships are key to professional growth, and how nonprofit finance offers deeper meaning beyond the numbers. With insights on adaptability...

Scaling Finance Teams with a People-First Approach with Ted Bartlett, CFO of Vermeer Mountain West 11.02.2025

In this episode, Ted Bartlett, CFO of Vermeer Mountain West, shares his journey from the Navy to leading one of the country’s fastest-growing industrial equipment dealerships. Ted explores the role of culture in driving successful mergers and acquisitions, the value of soft skills like storytelling and relationship-building, and how finance leaders can confidently manage growth. Packed with action...

Balancing IQ and EQ to Build High-Impact Finance Teams with Erik Nakamura, CFO at Journal Technologies 11.02.2025

Eric Nakamura, CFO at Journal Technologies, joins Matt to discuss his unique, people-first approach to leadership and why today’s CFOs need to think beyond the numbers. From his early days auditing dot-com startups to building teams at Roofstock and Orange Comet, Eric shares stories and lessons that shaped his career. They dive into the power of EQ, creating a culture that attracts top talent, and...

How to Align with Your CEO: Tips for Finance Leaders with Grant Halloran, CEO of Planful 11.02.2025

What makes a CEO-CFO partnership truly work? In this episode, Planful CEO Grant Halloran joins Matt to share his perspective on this critical relationship and why it’s the key to driving business success. They’ll explore how CFOs can communicate more effectively, navigate tricky decisions, and invest in the right tools to scale their impact. This episode is a must-listen for leaders looking to str...

Welcome to The Next CFO 07.02.2025

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