“We’ve always believed in meeting businesses where they are—inside the systems they already trust.” – Lacerte At SuiteWorld 2025 in Las Vegas, René Lacerte, founder and CEO of BILL, discussed how AI, automation, and embedded partnerships are transforming the financial operations landscape for small and midsize businesses (SMBs). Lacerte described AI’s evolution in finance as […]
Ep 46: From Flailing to AI Forward Motion
In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. CFO Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows. CFO […]