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

Published: Dec. 1, 2023, 7:43 p.m.

  • Insights from Planning Aces:

    • CFO Lauren StClair talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data.
    • CFO Doug Lindroth emphasizes the shift from closed data structures to open-book management, enabling deeper discussions on profitability and investments.
    • CFO Charly Kevers underscores AI's impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking.

  • AI's Role in FP&A and Security Concerns:

    • Discussion on AI's learning mechanisms, potential security risks, and the importance of Microsoft's approach with co-pilot in maintaining security.
    • Insights on how AI-driven tools adapt and evolve based on user interactions, driving advancements in decision-making processes.