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

06/06/2025 42 min
Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI

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

Episode Synopsis

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.