CFO THOUGHT LEADER From Flailing to AI Forward Motion - A Planning Aces Episode
Jun 27, 2025
Explore how CFOs are revolutionizing financial planning with AI. Discover Andrea Hecht's strategies for aligning generative AI with company goals and Matthias Steinberg's insights on integrating machine learning. Brian Hogeland discusses fostering a tech-forward culture through grassroots AI adoption. Key themes include the importance of clear AI narratives to quell workforce fears and the balance of risk with innovation. Learn how finance leaders can navigate today's dynamic planning landscape while driving organizational growth and efficiency.
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AI Alignment With Strategy
- Use generative AI responsibly to improve productivity, not to replace employees.
- Focus AI initiatives on key areas that align with your company's strategy for efficiency gains.
Build Versus Buy AI Tools
- Involve both IT and business teams in buy vs build decisions for AI tools.
- Prioritize buying best-fit tools for quick deployment while aligning with business needs.
Careful AI Messaging Is Key
- CFOs carefully craft AI narratives to avoid workforce fear about job loss.
- There is a prevailing theme of growth without headcount increases using AI efficiencies.