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ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25

ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25

Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative AI replaces people; instead he calls it the only viable antidote to a looming three‑million‑professional accounting shortage and collapsing CPA pipeline. Halloran outlines a 30‑second, company‑wide forecasting experience that lifts productivity without swelling headcount. CFO Dan Fletcher echoes the team‑sport mantra, explaining how daily pipeline feeds, product‑usage telemetry, and strict ROI tests now steer capital allocation, meetings, and R&D growth.

Attendee “on the spot” clips reinforce priorities: scaling FP&A influence, embedding AI securely, and freeing analysts from manual work so they can drive high‑cognition strategy at greater speed through data democratization, faster decision cycles, and collaborative technology roadmaps for modern finance.

Listen to the Episode Below (0:54:43)
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  • ON LOCATION: AI on the Frontlines – Live Insights from Planful Perform25
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Filed Under: Podcast Tagged With: AI adoption, AI champions, budget owners, capital allocation, commercial metrics, decision velocity, domain knowledge, Finance automation, financial literacy, forecasting process, operational metrics, product usage, productivity gains, talent shortage

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