(004) Agile Finance: Mastering adaptive budgeting and planning

10/06/2025 18 min Episodio 4
(004) Agile Finance: Mastering adaptive budgeting and planning

Listen "(004) Agile Finance: Mastering adaptive budgeting and planning"

Episode Synopsis

In this episode of Reshaping Finance, we explore how adaptive budgeting and planning are transforming financial strategy in an era of constant change. Our expert guests from Oracle share how automation, AI, and real-time data are helping finance teams pivot faster, forecast more accurately, and drive better business performance. GUEST SPEAKERS: • Eric Kinnoin, Senior Vice President of Finance, Oracle • David Bogard, Senior Director of Finance, Oracle CHAIR: • Tom Hood, CPA/CITP, CGMA, EVP Business Engagement & Growth, AICPA&CIMA KEY INSIGHTS: • Why traditional budgeting methods fall short in today’s volatile environment. • How adaptive planning enables real-time responsiveness to market shifts. • The role of automation and AI tools like IPM Insights and Fusion Anomaly Detection in streamlining forecasting and surfacing risks. • Practical examples of how Oracle is embedding machine learning into finance operations. • The importance of scenario modelling and dynamic planning to stay ahead of uncertainty. Join us as we uncover how finance leaders can future-proof their planning processes and build more resilient, agile organisations. CONNECT: Eric on LinkedIn David on LinkedIn Tom on LinkedIn OTHER RESOURCES: • Debut podcast episode: AI’s impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance —The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article      Find out more about the Future of Finance. Your feedback and comments welcomed at [email protected] This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.