Foundations Before Acceleration - a Planning Aces Episode

Episode notes

In this episode of Planning Aces , hosts Jack Sweeney and Glenn Hopper lead a focused discussion spotlighting the thinking of CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO Razzak Jallow of FloQast on how disciplined FP&A leadership is shaping AI adoption. Rubin frames AI as a capital allocation decision, supported by centralized governance to prevent tool sprawl. Schuman underscores foundational readiness—data governance, ERP consolidation, and process redesign—before deploying AI-driven forecasting. Jallow cautions against fragmented “spaghetti AI,” advocating for platform coherence and skill development. As resident thought leader, Glenn Hopper reinforces a unifying insight: AI should function as an “exoskeleton” for finance—amplifying sound processes, not replacing them. Together, Jack and Glenn connect the perspectives, highlighting a shared conclusion: AI success in FP&A depends less on speed and more on governance, architecture, and trust embedded in the planning process.