On Location at Planful Perform 25 in Miami, CFO Thought Leader captures candid frontline views on AI’s sweeping impact. CEO Grant Halloran details how intelligent automation meets a crippling finance‑talent shortage, promising faster decision cycles without head‑count spikes. CFO Dan Fletcher spotlights daily reforecasting, agent‑driven data interrogation, and strict ROI tests before approving new hires. Both leaders emphasize finance as steward, not bottleneck—equipping every budget owner with 30‑second forecasting tools while safeguarding data security. On‑the‑spot attendee clips echo their urgency: experiment quickly, measure relentlessly, and let AI elevate high‑cognition work. Together, the conversations map a pragmatic, people‑centric path to AI‑powered growth for finance teams.
| CFO’s Strategy Playbook |
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| • Automate low‑value tasks, redeploy talent strategically. |
| • Thirty‑second forecasting empowers every budget owner. |
| • Test quickly, secure rigorously, prove AI ROI. |