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Published on:

6th Jun 2025

Redefining Efficiency: The Three Dimensions of AI ROI - A Planning Aces Episode

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—Gillian 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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About the Podcast

CFO THOUGHT LEADER
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations.
We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.

About your host

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Jack Sweeney