FP&A: The Silo Buster - A Planning Aces ...

Shortly after Dan Barzily became CFO of Tipalti, a go-to-market transformation altered the company’s working-capital profile. One quarter later, Barzily tells us, the company missed its forecast across multiple parts of the P&L.The surprise reached back to a subject he had barely ... Show More

Jonathan Ma recalls being at his parents’ home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter Health. After nearly 15 years, the mentor believed the retiring treasurer’s position could be Ma’s next step.Ma tells us he had ... Show More

Six weeks before Lehman Brothers went under, Shiv Verma tells us, he joined a hedge fund as the world felt like it was falling apart. After building structured-credit and CLO models at J.P. Morgan from 2006 to 2008, Verma says he helped buy back assets originated at par for five ... Show More

Are you leveraging AI to its full potential in your finance department? In this episode, we dive into the practical application of AI in finance with Anton Medvedev, former Senior Product Manager at Vena and CPA/CFA. With his unique blend of finance and tech expertise, Anton offe ... Show More

AI-fueled product innovation is likely to reset many functions and industries, and companies could look to harness the full power of their data to drive business intelligence. In this episode of the Tech Disruptors podcast, Mike Capone, CEO of Qlik, joins Sunil Rajgopal, senior s ... Show More

<p>In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO <a href="https://www.linkedin.com/in/sarah-friar/">Sarah Friar</a> from the&nbsp;<a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/what-an-ai-powered-finance-f ... Show More

<p class="" data-start="100" data-end="502">Managing client relationships shouldn't be a scramble. Courtney Baker and NordLight CEO Pete Buer reveal how AI-driven commercial management systems streamline client success for professional services - turning scattered data into clear ... Show More

<p>AI is evolving daily, challenging businesses to adjust and adapt. Vladimir Lukic, global leader of BCG’s Tech &amp; Digital Advantage practice, demystifies what companies need to get right when implementing AI. A shift in mindset can go a long way toward unlocking AI’s potenti ... Show More

<p>Can a simple update to a 75-year-old decision-making framework give your business an edge with AI?</p> <p>To answer that, Knownwell CMO Courtney Baker, CEO David DeWolf, and CPO/CTO Mohan Rao discuss enhancing the classic OODA (Observe, Orient, Decide, Act) loop with a new ste ... Show More

Artificial Intelligence (AI) is rapidly reshaping corporate finance, moving beyond simple automation to become a powerful strategic partner. Discover how AI is fundamentally changing financial decision-making in this Deep Dive episode of Corporate Finance Explained (FinPod).Explo ... Show More

<p>In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning &amp; Analysis (FP&amp;A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for ... Show More

<p class="MsoNormal"><strong style= "mso-bidi-font-weight: normal;">Natasha Brown</strong> discusses integrated electronic invoicing and AP Automation. According to Fox News, one-third of small business owners are worried their company won't survive 2024. As a result, cash flow i ... Show More