The CFO Tech Stack: Powerful, But Is It Enough

Introduction CFOs have invested heavily in building sophisticated finance technology stacks. ERP systems capture every transaction, automation tools streamline workflows, FP&A platforms support planning, and BI solutions visualize performance. Treasury and compliance tools ensure oversight. Yet despite all of this, most finance teams remain anchored to the most familiar tool of all: Excel. Surveys show […]

Finance Strategic Planning: From Toolkit to Strategic Compass

CFOs have long relied on toolkits that explain the past — but today’s challenges demand a strategic compass. In this episode, we explore how AI and industry benchmarking are transforming finance strategic planning, helping leaders move from reactive historians to proactive navigators. Learn how to spot roadblocks, align strategy with foresight, and chart a course […]

The Credibility Gap: How Industry Data Turns CFO Forecasts into Action

Introduction In many boardrooms, the CFO presents a forecast with confidence — only to face a CEO who nods politely but privately wonders, “Do I really believe these numbers?” It’s not mistrust of the person. It’s mistrust of the process. Why? Because too many forecasts are built inside an internal echo chamber — numbers informed […]

Forecasts in Context: From Blind Assumptions to Benchmark-Validated Roadmaps

Introduction In today’s volatile environment, forecasting is no longer just a finance function—it’s a survival skill. Yet many organizations are placing unprecedented trust in AI-generated projections without validating the assumptions beneath them. Forecasts are built faster than ever. But speed has come at a cost: strategic blind spots, inflated expectations, and unrecognized financial risk. The […]

The 5-Minute AI Forecast: Mine Field or Valhalla

Welcome to today’s episode of Deep Dive. We’re diving into the growing trend of using AI to generate business forecasts. Across the corporate world, AI is being promoted as a game-changer — with some claiming you can build a forecast in as little as five minutes. But here’s the question: for a CFO, is this […]

When AI Gets It Wrong: The Dangerous Illusion of Forecasting Accuracy

Introduction Artificial intelligence is revolutionizing financial forecasting. From dynamic revenue models to automated scenario planning, AI-powered tools promise greater speed, precision, and responsiveness than traditional methods ever could. And in many ways, they deliver. But buried in all that power is a growing blind spot—one that FP&A leaders and CFOs can’t afford to ignore: An […]

The Hidden Risks of AI Forecasting: What CFOs Need to Know Before Uploading Financial Data

Introduction AI tools like ChatGPT-4.1 are changing how quickly finance professionals can build and test forecasting models. In just minutes, a CFO or analyst can upload a CSV file and generate a predictive output that used to require coordination between finance, IT, and data science teams. While this accessibility is exciting, it also introduces significant […]

Realizing the Generative AI Opportunity

Welcome to today’s episode where we dive deep into looking at the opportunities for Generative AI. Gen AI is expected to reshape the economy and have a massive impact across all industries. Goldman Sachs forecasts a $7 trillion increase in global GDP and a 1.5 percentage point boost in productivity growth over a 10-year period.

The Future of Board Decision-Making: Leveraging AI for Smarter, Faster Insights

Corporate boards are responsible for steering companies through an era of unprecedented complexity, yet most still rely on outdated decision-making processes. Despite the explosion of data and rapid advancements in AI, only 24% of corporate boards are digitally savvy—a concerning gap in a world where business disruptions can happen overnight. Traditional boardroom decision-making is reactive, […]

Enhancing Boardroom Decision-Making with AI-Powered Financial Intelligence

Enhancing Boardroom Decision-Making with Leo, AI-Powered Financial Intelligence Background Corporate boards are under increasing pressure to make strategic decisions that drive growth, ensure sustainability, and mitigate risks. Traditional reporting methods, often based solely on internal financial data, can leave boards with an incomplete view of the company’s performance and external market dynamics. This limited visibility […]