Retooling Finance: Challenges and Approaches

Brett and Jack draw parallels between the challenges faced by our three featured Planning Aces as they seek to optimize the talent resources and processes in their different organizations.

The pressure to align strategy and execution is increasing, and all three CFOs share their responses to these external pressures. Brett also touches on the adoption of AI in finance. With AI, the depth of analysis and speed of feedback are significantly enhanced, leading to faster decision-making and more innovative ideas as revealed by CFO Steven Cirulis of Potbelly

The episode features planning insights and commentary from Tony Boor, CFO of Blackbaud, Michelle, Hook, CFO, Portillo’s and Steven Cirulis, CFO Potbelly.

OUR COHO