AI's Early Returns - A Planning Aces Episode

AI's Early Returns - A Planning Aces Episode

In 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. CFO Craig Foster of Pax8 discusses how AI enablement is driving measurable productivity gains. CFO David Obstler of Datadog reflects on finding ROI amid rapid innovation and market demand. And CFO Ben Gammell of Brex shares why forecasting still requires human intuition despite data-driven progress. Together, their insights reveal a spectrum of FP&A strategies defining the modern CFO’s mindset toward AI adoption and business transformation.

Brett Knowles’ Key Takeaways

Brett Knowles observes that finance leaders are positioning themselves along a broad continuum—from bold experimentation to cautious skepticism—when it comes to AI in planning. He notes a shift in tone: CFOs are now openly discussing productivity gains and cost efficiency rather than avoiding them. Knowles cautions against overreliance on ROI metrics, emphasizing instead disciplined cost management, pragmatic experimentation, and the evolving role of finance in navigating technology-driven transformation.

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Episoder(1195)

Inside the IPO: Three CFOs, Three Perspectives

Inside the IPO: Three CFOs, Three Perspectives

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1196: Your Next Finance Hire Should Think Like a Founder | Martino Cadoni, CFO, DeepL

1196: Your Next Finance Hire Should Think Like a Founder | Martino Cadoni, CFO, DeepL

When Martino Cadoni joined DeepL, he arrived with an unusual perspective—he already knew the company’s product firsthand. Earlier in his career at Klarna, he had helped introduce DeepL as a translatio...

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1195: When Finance is at the Center of the AI Code Revolution | Jean Compeau, CFO, Sonar

1195: When Finance is at the Center of the AI Code Revolution | Jean Compeau, CFO, Sonar

When Jean Compeau joined Sonar as CFO in March 2025, AI coding was not yet dominating industry conversations. By the summer and fall that followed, however, the landscape had shifted dramatically. Tod...

24 Jun 47min

1194: Why Curiosity Creates Better Finance Leaders | Stacey Jenkins, CFO, Aerotek

1194: Why Curiosity Creates Better Finance Leaders | Stacey Jenkins, CFO, Aerotek

Each day, Stacey Jenkins watches a different set of indicators than the quarterly financial results that eventually appear on a report. Candidate applications, recruiter activity, and other throughput...

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1193: Building Finance Functions That Shape Outcomes | Jesse Waldron, CFO, Thyme Care

1193: Building Finance Functions That Shape Outcomes | Jesse Waldron, CFO, Thyme Care

When Jesse Waldron describes Thyme Care’s work, he begins with the patient experience. Cancer patients, he explains, are often thrust into a healthcare system that can feel overwhelming both financial...

17 Jun 49min

1192: Building Through Disruption | Christina Spade, CFO, Catalant

1192: Building Through Disruption | Christina Spade, CFO, Catalant

Five weeks into her role as CFO of Catalant, Christina Spade is helping guide a company that she believes is positioned for a different era of consulting.Catalant was founded out of Harvard Business S...

14 Jun 51min

1191: From Complexity to Clarity: Building Operational Maturity | David Forlizzi, CFO, Salsify

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When David Forlizzi describes Salsify, he begins with a simple observation: “We all use it every day.” Unlike some of the highly technical software businesses where he previously spent his career, Sal...

10 Jun 38min

1190: Fixing What Growth Tries to Hide | Jaylene Kunze, LegitScript

1190: Fixing What Growth Tries to Hide | Jaylene Kunze, LegitScript

When Jaylene Kunze was asked to help rebuild a struggling subsidiary in the United Kingdom, she packed up her family and moved overseas with her nine-month-old daughter. The assignment was one more ex...

7 Jun 49min

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