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

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

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

In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO Sarah Friar from the <a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/what-an-ai-powered-finance-f ...

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 ...