In this episode of Planning Aces, CFO Kevin Rubin of Zscaler, CFO Bruce Schuman of Universal Technical Institute, and CFO Razzak Jallow of FloQast share how disciplined FP&A leadership is shaping AI adoption. Rubin frames AI as a capital allocation exercise governed centrally to prevent tool sprawl. Schuman stresses foundational readiness—data governance, ERP consolidation, and process redesign—before deploying AI-driven forecasting. Jallow cautions against fragmented "spaghetti AI," advocating for platform coherence and skill development. Together, they reveal that AI success in FP&A depends less on speed and more on governance, architecture, and trust in the planning process.

In this Planning Aces special episode, CFO Thought Leader brings together three finance executives operating in very different industries—but facing remarkably similar planning challenges. David Lee of WEBTOON, Cristina Kim of Octaura, and Zane Rowe of Workday share how FP&A has evolved from a periodic planning function into a continuous decision system. Across global consumer platforms, fintech infrastructure, and enterprise software, each CFO explains how they use leading indicators, forecasting discipline, and real-time data to guide resource allocation. The conversation highlights how modern FP&A enables faster learning, sharper prioritization, and disciplined adaptability in an environment defined by rapid growth and accelerating change.

In this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon (Cint). Each shares how finance is shaping AI, go-to-market models, and data-driven transformation without losing rigor. From building an "AI Ops" function and embedding finance in sales strategy, to piloting AI tools in small, staged experiments, these leaders treat innovation as a managed process. Our resident thought leader joins to connect the dots, emphasizing structure, clear metrics, and portfolio thinking as the new essentials of FP&A.

We're excited to welcome author and former CFO Glenn Hopper into the co-host seat. Glenn joins us as our resident thought leader, bringing a deep well of experience at the intersection of finance, technology, and AI. We're thrilled to have his voice and perspective guiding this next chapter of Planning Aces.

Planning Aces:

Chris Sands leans into organizational design, reallocating talent into a formal AI Ops team and emphasizing change champions.

Steve Sutter focuses on commercial mechanics, tying FP&A to sales economics, talent mix, and scale-up guardrails.

Niels Boon emphasizes risk-staged innovation, using small pilots for operational wins while ring-fencing bold synthetic-data bets as long-horizon R&D.