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AI investment

1077: Unleashing Innovation: Strategic Insights into AI Integration | Omar Choucair, CFO, Trintech

Trintech CFO Omar Choucair is increasingly turning to AI as a strategic advantage—building teams, refining data “plumbing,” and automating time-consuming processes. His strategic mindset, honed by years of thriving in unpredictable environments, drives him to embrace AI as a catalyst for operational efficiency and transformative growth. Choucair tells us that his approach centers on leveraging…
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How AI is Driving Business Efficiency & Retention

CFO Kevin Rhodes explores how AI is reshaping business strategy—both internally for operational efficiency and externally for customer experience. He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. Rhodes also examines the evolving monetization models of AI, highlighting its role in retention, automation, and revenue growth. His […]

1075: Mastering Recurring Revenue: The Next Chapter Unfolds | Kevin Rhodes, CFO, Extreme Networks

Kevin Rhodes recalls one of the earliest lessons in his finance career. “I wanted to understand the business,” he tells us, describing his decision to ride along with a Waste Management truck crew. Clipboard in hand, he meticulously recorded stop distances, tonnage collected, and time spent at each location. By the end of the week,…
Listen to the Episode Below (0:42:33)
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Balancing AI Investments & ROI: OneStream CFO’s Insights

Featured CFO Bill Koefoed of OneStream explains his balanced approach to AI investments, blending near-term commercial applications with strategic R&D initiatives. Leveraging a strong development platform, targeted acquisitions, and a robust talent pipeline, Bill outlines how OneStream drives competitive advantage despite high AI training costs. With over $500M cash on hand and opportunities spanning both […]

CFO Playbook: Integrating FP&A, BizOps, and RevOps for Growth

In this Mentoring Round segment, Jellyfish CFO Joanne Cheng reveals how strategic finance leadership goes beyond hiring a single role. She highlights the critical importance of integrating FP&A, accounting, BizOps, and RevOps to create a cohesive and data-driven finance ecosystem. By establishing robust processes and leveraging technology, Cheng underscores the value of visibility into revenue […]