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

Episode description

• Insights from Planning Aces:
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• CFO Lauren StClair talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data.
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• CFO Doug Lindroth emphasizes the shift from closed data structures to open-book management, enabling deeper discussions on profitability and investments.
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• 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:
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• Discussion on AI's learning mechanisms, potential security risks, and the importance of Microsoft's approach with co-pilot in maintaining security.
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• Insights on how AI-driven tools adapt and evolve based on user interactions, driving advancements in decision-making processes.