Redefining Efficiency: The Three Dimensions of AI ROI - A Planning Aces Episode
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad ...
6 Jun 202544min
1103: Turning Anomalies into Advantage | Matthias Steinberg, CFO, MindBridge
When Matthias Steinberg entered the CFO office at MindBridge in 2022, the audit files displayed on his laptop were already being processed by the company’s own AI. KPMG, he adds, was using the same pl...
4 Jun 202559min
1102: Navigating Growth and Risk in a Member-Driven Business | Andrea Hecht, CFO, CSAA Insurance
When Andrea Hecht walks into a finance meeting, she’s not preparing for earnings calls or shareholder Q&A. Instead, her focus is inward—on aligning every financial decision with a mission that begins ...
1 Jun 202549min
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet w...
28 Mai 202559min
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product map...
25 Mai 202551min
ON LOCATION: AI on the Frontlines - Live Insights from Planful Perform25
Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative A...
23 Mai 202554min
1099: Turning Back‑of‑House Data into Front‑of‑House Wins | Emma Whelan, CFO, MarginEdge
When a restaurant’s weekly salmon order suddenly spikes in price, Emma Whelan wants chefs adjusting menus the next morning—not tallying losses a month later. “The system will alert them if the price o...
21 Mai 202554min
1098: Pandemic Rollercoaster Veteran Champions Smarter MRI Suites | Jill Woodworth, CFO, Prenuvo
When Peloton’s stock debuted in 2019, CFO Jill Woodworth believed the playbook was air‑tight. She had shifted fiscal calendars, re‑segmented reporting and shaped statements that “tell a story,” she te...
18 Mai 20251h 5min
