Finance and accounting operations
10 capital planning and allocation experts
These ten directors have run capital planning, capital budgeting or capital allocation work in their own roles at operating companies. A reader can learn from them how a company builds its annual capital plan and budget and how capital projects move through approval.
Professionals to explore
01—10Brandon Sax, MBA, CTP
LinkedInExperience: Director, Corporate Planning · Tucson Electric Power
Director, Corporate Planning at Tucson Electric Power since June 2023, where the profile describes leading corporate business planning, operational budgeting and capital budgeting, with departments responsible for the business planning process and governance of capital and O&M spending. Former Manager, Financial Planning & Analysis at Tucson Electric Power (2019–2023).
Donald Tul
LinkedInExperience: Director of Capital Expenditures · White Lodging
Director of Capital Expenditures at White Lodging since July 2013, where the profile describes coordinating and administering the annual CAPEX budget with ownership groups, hotel brands and White Lodging corporate office and field staff, and coordinating scope, schedule and budget for major renovations and projects. Former Director of Centralized Accounting at White Lodging (2008–2013).
Erik Morrison
LinkedInExperience: Director, Global Capital Planning Strategy · AstraZeneca
Director, Global Capital Planning Strategy at AstraZeneca since January 2024, where the profile says the role leads the corporate capital budget development and funding governance processes and works toward timely approval of projects. The profile also lists an Associate Director, Head of Capital Planning role at AstraZeneca since 2018.
John Esemuede, CFA
LinkedInExperience: Director of Finance - Capital Planning · AT&T
Director of Finance - Capital Planning at AT&T since April 2020, where the profile describes managing about $10B of annual capital expenditures and developing recommendations to achieve company financial objectives. Former Director Corporate Strategy Program Design (2017–2020) and Director of Sales Operations (2013–2017) at AT&T.
John Tanner
LinkedInExperience: Director, Capital Planning · LyondellBasell
Director, Capital Planning at LyondellBasell since December 2023, where the profile describes responsibility for the strategic construction of the LYB global capital plan and for driving continuous improvement in the overall capital planning and approvals process. Former BDA Manager, Olefins & Polyolefins Americas at LyondellBasell (2019–2023).
Jonathan Casselberry
LinkedInExperience: Director, Enterprise Planning Corporate FP&A · Phillips 66
Former Director, Enterprise Planning Corporate FP&A at Phillips 66 (2021–2024), where the profile says the person managed the team responsible for developing global operating expense, capital and income budgets and outlooks. Senior Director, Corporate Planning (FP&A) at ONEOK since May 2025.
Kimberly King
LinkedInExperience: Director, Strategic Finance- Capital Management · Kroger
Director, Strategic Finance- Capital Management at Kroger since April 2022, where the profile describes overseeing financial managers and analysts who support business areas across Kroger in the capital acquisition process, including forecasting, IRR analysis and reanalysis, and overseeing the annual capital plan. Former Manager of Treasury, Capital Planning, & Property Accounting at Meijer (2014–2019).
Robert Gibbons
LinkedInExperience: Director of Capital Expenditures · Grocery Outlet
Director of Capital Expenditures at Grocery Outlet since August 2022, where the profile describes developing and managing capital investment plans in partnership with Operators, prioritizing store upgrades, equipment replacements and infrastructure improvements. Former Director Of Sales & Merchandising at Grocery Outlet (2018–2022).
Sarah Clancy
LinkedInExperience: Director of Capital Planning · Daltile
Director of Capital Planning at Daltile since December 2016. The profile describes overseeing a $111m capital/depreciation budget including multiple divisions, completing the monthly forecasting process and annual budget, and tracking key project milestones and reporting along with the capital managers.
Suzanne Peterson
LinkedInExperience: Director, Capital Allocation Planning & Analysis · Kimberly-Clark
Director, Capital Allocation Planning & Analysis at Kimberly-Clark since January 2023, a finance and accounting role. Former Investor Relations Manager (2018–2022), Consolidation Reporting Manager (2016–2017) and Customer Finance Team Leader (2013–2016) at Kimberly-Clark.
Choose the right perspective
Match the person's scope to your decision: someone who ran a corporate-wide capital plan suits questions about allocation across business units and governance, while someone who managed capital spending for stores or hotels suits questions about prioritizing projects on the ground. Also consider how capital-intensive and regulated the person's industry is compared with yours, since utilities, manufacturers and retailers plan capital on different cycles.
Questions to take into the conversation
- 01How do you build the annual capital plan, and how do you decide which projects make the cut?
- 02What governance and approval steps do you put around capital spending, and how do you track projects after approval?
- 03How do you forecast capital spending during the year and handle projects that run over budget?
Reaching capital planning and allocation experts
How can I contact one of these capital planning and allocation experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Tucson Electric Power, White Lodging and AstraZeneca, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach capital planning and allocation experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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