Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI

Episode notes

In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs - Jillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration. Brett introduces a framework for evaluating AI ROI across three dimensions: operating cost reduction, risk mitigation, and revenue generation. The episode reveals how FP&A teams are becoming catalysts for AI-driven change, extending their influence and helping to architect new organizational efficiencies and data-driven decision-making.

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