Asking Good Questions with Edward Roske

In this episode of Asking Good Questions, host Edward Roske sits down with Zain Oke, whose career reads like a masterclass in leadership, resilience, and strategic reinvention. From nearly two decades at Deloitte to the boardroom of Daily Harvest, and now leading automotive operations at AAA Northern California, Zain’s journey is a rare blend of financial discipline, operational innovation, and fearless transformation. The conversation begins with breaking news — Chobani’s acquisition of Daily Harvest — and dives into what it feels like to sit in the room when your company is being bought. Zain shares the inside view of how culture, values, and governance shape such decisions, and how companies can recover trust and rebuild momentum after public crises. They then explore the evolving relationship between AI and corporate oversight: how boards and audit committees should evaluate AI initiatives, separate game-changers from “expensive toys,” and build risk frameworks that keep innovation safe and accountable. Zain reveals how AI isn’t just reducing costs — it’s unlocking new possibilities for startups and scaling teams by lowering barriers to insight and automation. The discussion moves to the automotive future: from electric-vehicle repair pilots to the psychological barriers around autonomous cars. Zain candidly reflects on the balance between safety, public trust, and innovation, reminding listeners that AI’s biggest challenge may be the human fear of losing control. Finally, she offers invaluable advice for finance professionals: how to stay relevant as automation reshapes the CFO’s office, why governance experience is the new gold standard for board readiness, and why learning to “flow through data” is the key skill of the decade. If you care about finance, AI, corporate transformation, or the next wave of board leadership, this conversation will change how you see the intersection of business and technology. 💬 Quotes & Highlights “It’s not what happened — it’s what happens next.” “AI can be a force multiplier, not just a cost reducer.” “Boards don’t need more retired executives; they need active operators.” “Fear of losing control is at the heart of resistance to AI.” “Auditing teaches you how every part of a business actually works.” “Good information in, good information out — that never changes.” “We can’t stop what’s been unleashed, but we can help people trust it.” 🕒 Chapter Breakdown Intro – From Big 4 to Boardrooms (00:00–01:00) Chobani × Daily Harvest Deal (01:00–03:00) Recovering from Crisis & Rebuilding Trust (03:00–05:00) AI in the Boardroom: Guardrails & Governance (05:00–08:00) The Wellness Economy & Big-Brand Acquisitions (08:00–10:00) AI’s Impact on Finance & Operations (10:00–13:30) Digital Transformation in Automotive Services (14:00–17:00) Career Pivot: From Auditor to Operator (20:00–23:00) Balancing Board vs Operator Roles (24:00–26:00) Future of Finance & Automation (27:00–30:00) How to Join a Board (and Stay Relevant) (31:00–34:00) Lightning Round + Final Thoughts (34:00–39:00) This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this episode, Kellyn Gorman joins us for a candid conversation about what AI really means for data leaders, DBAs, and finance teams. From uncovering hidden bias in system defaults to rethinking how humans and AI collaborate, Kellyn lays out a roadmap that is both pragmatic and inspiring. If you’ve ever wondered whether AI will replace your role—or reshape it into something more impactful—this discussion is for you. Listeners will walk away with fresh insight into AI governance, the future of database engineering, and the leadership mindset needed to thrive in a rapidly changing landscape. Top Quotes “AI won’t replace deep specialists—it will demand they evolve.” “Bias doesn’t only exist in people; it’s baked into system defaults.” “Your job isn’t going away—it’s shifting to higher-value decision making.” “If you’re not questioning how your data is being used, you’re already behind.” “AI is a tool. How you lead with it is what creates advantage—or chaos.” Chapters Intro & Kellyn’s Journey — From Oracle DBA to AI thought leader AI Myths vs Reality — What AI changes, what stays the same The Bias Factor — How hidden defaults distort outcomes The Future of Database Work — DBAs, DevOps, and machine collaboration AI Governance — What leaders must prioritize right now Practical Playbook — Steps teams can take to future-proof their data ops Closing Thoughts — Kellyn’s advice to leaders navigating disruption This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this episode of "Asking Good Questions," host Edward Roske sits down with Sipei Bowman, a trailblazer in the realm of digital transformation within the finance sector. With over two decades of experience, Sipei has been at the forefront of revolutionizing financial systems at Jackson Square Aviation, overseeing assets exceeding $13 billion. Sipei recounts her journey from the early days of relying on Excel spreadsheets to spearheading the implementation of sophisticated ERP systems like Workday and Microsoft Business Central. She shares the challenges and triumphs of transitioning from traditional methods to embracing digital solutions that streamline operations and enhance decision-making processes. Listeners will gain insights into the strategic role of finance in today's fast-paced business environment, where real-time data and AI-driven analytics are becoming essential. Sipei discusses the importance of integrating technology with financial planning and analysis (FP&A) to become a strategic partner in business growth. This episode is a must-listen for finance professionals and business leaders eager to understand the impact of digital transformation on financial operations and the future of AI in finance. Tune in to explore how technology is reshaping the financial landscape and what it means for the future of financial leadership. Episode Highlights: Introduction to Digital Transformation in Finance Sipei Bowman's journey from Excel to ERP systems The role of AI in modern finance Challenges and successes in implementing digital solutions The strategic importance of FP&A in business growth Future trends in finance and technology Chapters: [00:00] Introduction Host Edward Roske introduces the topic and guest, Sipei Bowman. [02:15] Early Days of Finance Sipei shares her experiences starting with Excel and the initial challenges faced. [08:30] Embracing Digital Transformation Discussion on the transition to ERP systems and the impact on financial operations. [15:45] AI and Real-Time Analytics Insights into how AI is reshaping financial decision-making and operations. [22:00] Strategic Role of FP&A Exploring the evolving role of finance as a strategic business partner. [28:30] Future of Finance Predictions and trends for the future of finance and technology integration. [35:00] Conclusion Final thoughts and takeaways from Sipei Bowman. Subscribe to "Asking Good Questions" for more insights on business, technology, and financial leadership. This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

oin Edward Roske and Gauthier Vasseur as they explore the democratization of AI, bridging the gap between academia and real-world applications. Discover how AI is transforming industries from Silicon Valley boardrooms to Ukrainian resilience efforts. Learn about the power of natural language coding and the importance of asking the right questions in data analytics. Key Topics: AI democratization and its global impact The role of AI in education and business Insights from Ukraine on practical AI deployment The future of AI: Natural language coding and no-code solutions Guest: Gauthier Vasseur, Executive Director of UC Berkeley's Fisher Center for Business Analytics and Co-President of the Alliance for Inclusive AI. Subscribe for more insights on AI and data analytics.  Share this episode with someone who needs to hear it! This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this episode of Asking Good Questions, host Edward Roske engages with finance expert Dave Mitchell, who shares insights from his extensive career spanning traditional accounting to digital media and consulting. They discuss the evolving relationship between technology and finance, the impact of AI on the finance sector, and the importance of trust and judgment in financial roles. Dave also reflects on his global travels and how they have shaped his perspective on finance and leadership. The conversation culminates in advice for future finance leaders, emphasizing the need for expertise and adaptability in a rapidly changing landscape. Takeaways The relationship between technology and finance has evolved significantly over the years. AI is transforming the finance sector, allowing for quicker access to information and analysis. Small companies can now compete at a higher level due to advancements in technology. Traveling globally can provide valuable insights into different business practices and cultures. Trust is essential in finance; over-reliance on technology can erode that trust. The judgment aspect of finance roles is still a human element that AI cannot replace. Future finance leaders should focus on developing expertise in specific areas. Working with entrepreneurs can provide a broader range of experiences and learning opportunities. The finance function is becoming more integrated with other business operations. AI can enhance efficiency but should be used with caution to maintain critical thinking. Sound Bites "Yahoo built the internet, right?" "The judgment piece is still human." "Having a specialty makes you valuable." Chapters 00:00 Introduction to Financial Transformation 02:29 The Evolution of Technology in Finance 08:10 Shifts in Finance Perception 10:23 Technology Adoption in Small vs. Large Companies 15:30 Optimizing Resources in Startups 17:51 Global Perspectives on Finance 20:00 Life Lessons from Global Travel 28:08 The Future of Finance and AI 32:19 Disconnecting to Reconnect 34:12 Navigating Career Transitions 39:36 The Role of AI in Leadership 46:16 AI's Impact on Finance 51:30 Reflections on Travel and Culture 55:34 Advice for Future CFOs This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this episode of Asking Good Questions, Edward Roske interviews Kristen Berdar, a partner at BST and Company, who has pioneered virtual accounting solutions. They discuss the transformation of finance and accounting, the challenges of traditional models, and the impact of technology and AI on the industry. Kristen shares her journey in identifying market opportunities, overcoming resistance to change, and the importance of upskilling in the face of AI advancements. The conversation also touches on generational perspectives on virtual services, the significance of cloud technology, and the future of financial governance. Takeaways Kristen Berdar launched BST's virtual accounting solutions to address operational challenges in traditional accounting. COVID-19 accelerated the acceptance of remote accounting services. Younger generations are more receptive to hiring expertise remotely. Cloud technology is essential for modern accounting practices. AI can streamline processes but requires careful implementation to ensure data privacy. Financial governance can be enhanced through technology and multiple oversight layers. Integrating financial and non-financial data provides a comprehensive view for clients. Upskilling is crucial for finance professionals to adapt to AI advancements. Companies must balance daily operations with long-term technological goals. Building a strong peer network is vital for finance leaders. Sound bites "COVID excelled all of this" "AI can help them do that" "Find a really great peer group" Chapters 00:00 Introduction to Virtual Accounting Solutions 01:06 The Epiphany Behind Virtual Accounting 04:35 Overcoming Resistance to Change 06:22 Generational Shifts in Financial Services 08:59 Leveraging Global Resources for Client Success 11:54 Technology Integration in Accounting 15:03 Enhancing Financial Governance with Technology 16:35 Integrating Financial and Non-Financial Data 18:06 The Future of Accounting and AI 23:43 AI's Impact on the Accounting Profession 27:29 Balancing Daily Operations with Long-Term Goals 29:20 Lightning Round: Quick Insights This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this conversation, the speakers discuss the future of finance in relation to AI, emphasizing the importance of interpersonal relationships and networking in a remote work environment. They explore the evolving roles of finance professionals, the impact of AI on entry-level positions, and the necessity for finance leaders to adapt to technological advancements while maintaining personal connections. Takeaways Building relationships is crucial for career advancement. AI will assist but not replace finance professionals. Networking should be a continuous effort, not just when job hunting. Remote work has made personal connections more challenging. Finance professionals need to adapt to AI and technology. There is a declining interest in finance careers among young people. AI can handle junior tasks, but mentorship is essential for growth. CFO roles will remain relevant despite AI advancements. Maintaining team dynamics is vital in finance roles. The future of finance will involve collaboration between humans and AI. Sound Bites "AI is not going to replace you there." "It's like picking your favorite child." Chapters 00:00 The Future of Finance and AI Skills 05:56 Building Relationships in a Remote World 12:04 The Evolving Role of Finance Professionals This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this episode of Asking Good Questions, host Edward Roske interviews Anna Tiamina, a finance executive and AI advisor, about her journey in finance and the integration of AI in financial operations. They discuss the evolving role of CFOs, the balance between risk and innovation in leadership, and the transformative impact of AI on financial processes. Anna emphasizes the need for finance professionals to adapt to new technologies and the potential for AI to enhance decision-making and operational efficiency. Takeaways Finance is essential for company growth and management. CFOs play a crucial balancing role in leadership dynamics. Different CEOs have varying risk profiles that affect decision-making. AI is set to revolutionize financial operations and processes. The future of finance will require more tailored analysis roles. Manual tasks in finance will be replaced by AI technologies. AI will create new roles focused on auditing and compliance. Understanding financial statements is key for effective leadership. AI can provide real-time insights for better decision-making. The standards of financial operations will evolve with technology. Sound Bites "Cash is king." "AI will change the way we work." "Reconciling is not a ton of fun." Chapters 00:00 Bridging Finance and AI: An Introduction 03:07 The Role of CFO: Balancing Act in Leadership 05:48 Understanding CEO Risk Profiles 08:54 The Impact of AI on Financial Operations 12:08 AI: A Force Multiplier in Finance 14:57 The Future of Financial Roles in an AI World This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this episode of Asking Good Questions, host Edward Roske interviews Anna Tiomina, a finance executive and AI advisor, about her journey in finance and the integration of AI in financial operations. They discuss the evolving role of CFOs, the balance between risk and innovation in leadership, and the transformative impact of AI on financial processes. Anna emphasizes the need for finance professionals to adapt to new technologies and the potential for AI to enhance decision-making and operational efficiency. Takeaways Finance is essential for company growth and management. CFOs play a crucial balancing role in leadership dynamics. Different CEOs have varying risk profiles that affect decision-making. AI is set to revolutionize financial operations and processes. The future of finance will require more tailored analysis roles. Manual tasks in finance will be replaced by AI technologies. AI will create new roles focused on auditing and compliance. Understanding financial statements is key for effective leadership. AI can provide real-time insights for better decision-making. The standards of financial operations will evolve with technology. Sound Bites "Cash is king." "AI will change the way we work." "Reconciling is not a ton of fun." Chapters 00:00 Bridging Finance and AI: An Introduction 03:07 The Role of CFO: Balancing Act in Leadership 05:48 Understanding CEO Risk Profiles 08:54 The Impact of AI on Financial Operations 12:08 AI: A Force Multiplier in Finance 14:57 The Future of Financial Roles in an AI World This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this episode of 'Asking Good Questions', host Edward Roske engages with John Berenger, managing director at Spalding Ridge, to explore the evolving landscape of consulting, the importance of personal relationships in business, and the impact of AI and cloud technologies on the industry. They discuss how personal connections drive business success, the shift from traditional on-premise solutions to cloud-based technologies, and the future role of AI in consulting. John shares insights on maintaining relationships at scale and the skills needed for consultants to thrive in a rapidly changing environment. Takeaways The most valuable people will be the ones with the biggest ideas. All business is personal; relationships drive success. Consulting can be a path of accidental discovery. Understanding client needs is crucial for project success. AI will fundamentally change the consulting landscape. Maintaining relationships requires intentional effort. Success criteria are essential for digital transformation projects. Consultants must adapt to the evolving technology landscape. Being AI literate is important for future consultants. The best advisors will always be needed, regardless of technology.  Sound Bites "All business is personal." "Success means I'll be able to take a vacation." "You never know who's going to be the CFO." "People buy from people." "AI will fundamentally change what our industry looks like." "The better advisor you are, the more valuable you become." "Not having success criteria is a big mistake." "Say yes to opportunities." Chapters 00:00 The Value of Big Ideas 02:50 All Business is Personal 06:05 Consulting Journey and Growth 09:00 The Shift to Cloud Technologies 11:51 AI in Consulting: Current Trends 14:52 Building Relationships at Scale 18:10 The Future of AI in Consulting 20:57 Internal AI Strategies at Spalding Ridge 23:59 The Changing Landscape of Consulting Jobs 27:03 Skills for Tomorrow's Consultants 30:08 Final Thoughts and Speed Round This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this engaging conversation, Mark Dendle and Edward Roske explore the evolving landscape of finance, emphasizing the integration of AI, the importance of teamwork, and the common challenges faced across various industries. Mark shares his leadership philosophy, highlighting the significance of diversity and inclusivity in building effective teams. They discuss the critical role of data analytics and technology in driving business decisions and the future of finance as it adapts to new tools and methodologies. Mark's journey through different sectors showcases the transferable skills in finance and the necessity for continuous learning and adaptation in a rapidly changing environment. Takeaways AI is transforming finance, allowing for more efficient processes. Teamwork and diversity are essential for effective leadership. Financial skills are transferable across industries. Data analytics is crucial for informed decision-making. The role of CFO is evolving with technology integration. Continuous learning is necessary for career advancement. Understanding individual motivators is key to team success. Servant leadership fosters a supportive work environment. Project management is vital for successful transformations. Embracing change is essential in the finance sector. titles Navigating the Future of Finance with AI The Power of Teamwork in Financial Leadership Sound Bites "The power of technology has really helped." "Vive la différence!" "Have a great attitude, love learning." Chapters 00:00 The Excitement of AI Agents 05:47 The Philosophy of Teamwork 12:34 Common Financial Challenges Across Industries 22:02 The Four P's of Leadership 30:05 Cultural Influences and Personal Growth 35:42 Diversity of Thought and Paradoxical Thinking 41:01 The Evolution of Finance and AI Integration 49:32 The Future of Finance Careers and Skills This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this eye-opening episode of "Asking Good Questions," host Edward Roske sits down with Valentino Hafalia, Vice President of Financial Planning and Analysis at Western Alliance Bank Corp. With a distinguished career spanning JP Morgan and eFunds, Valentino shares his transformative philosophy on modern finance leadership. Discover how Valentino's personal motto—"Listen, Analyze, Plan, Execute"—has guided his approach to financial planning across different institutional cultures. He offers profound insights on the evolving role of FP&A from mere number crunching to strategic storytelling, emphasizing that "whether the story is good or bad, it has to get told." The conversation explores how AI is reshaping finance teams and why emotional intelligence (EQ) will ultimately triumph over technical skills (IQ) in tomorrow's financial landscape. Valentino's compelling "bass relief" analogy illustrates how humans and AI must work together, with technology handling computations while humans provide the creative insights that truly differentiate organizations. Don't miss Valentino's surprising advice for aspiring finance professionals—including why acting classes might be the most valuable elective for future financial leaders. This conversation offers essential guidance for anyone looking to future-proof their finance career in an age of rapid technological transformation. Takeaways AI integration will take time and requires hands-on experience. Finance professionals must learn to tell the story behind the numbers. Emotional intelligence is crucial for finance teams to thrive. Recruiting for soft skills is essential in the evolving finance landscape. Predictive planning tools can significantly enhance forecasting accuracy. CFOs are becoming more strategic and are often the face of the company. Technology should be embraced to improve efficiency in finance processes. The future of finance will require a blend of IQ and EQ. Acting and improv skills can enhance communication in business. Finance is about making history, not just recording it.  Sound Bites "We’re really storytellers in finance." "Listen, analyze, plan, execute." "The CFO will be the face of the company." Chapters 00:00 Preparing Finance Teams for AI Integration 03:04 The Evolution of Financial Planning and Analysis 06:05 The Role of AI in Finance 09:04 Emotional Intelligence in Finance 12:11 Recruiting for Soft Skills in Finance 15:12 Navigating Data Management Challenges 18:04 Modernizing Finance Processes 21:03 Technology Implementation in Finance 24:08 Vision vs. Efficacy in Decision Making 26:50 Navigating Financial Insights 31:18 The Role of Technology in Finance 32:13 The Importance of Soft Skills 36:46 The Future of Finance and AI 41:08 Preparing for AI Integration 42:30 Lightning Round: Quickfire Insights This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this episode, Edward Roske speaks with Christine Duque about the rapid adoption of AI in business, the importance of storytelling in customer experience, and the unique challenges faced by mid-market companies. They discuss how data and AI can transform customer interactions, the ethical considerations of AI, and the need for upskilling in the workforce. Christine emphasizes the importance of human connection in business and the potential for AI to enhance rather than replace human roles. Takeaways AI adoption is predicted to reach 90% in four to five years. Storytelling is crucial in marketing and customer experience. Mid-market companies often lack the resources to implement advanced technologies. Data-driven experiences are essential for modern customer interactions. AI can help businesses provide personalized experiences to customers. The human element in business is vital for success. Ethical considerations around AI must be addressed by leaders. Upskilling and reskilling are necessary for workforce adaptation to AI. AI can free up time for employees to focus on higher-value tasks. The future of work may involve a blend of AI and human collaboration. Sound Bites "AI adoption is faster than anything else." "It's all about stories in marketing." "AI is going to give us back time." Chapters 00:00 The Future of AI Adoption and Education 04:57 Transitioning from Corporate to Consultancy 08:07 Democratizing Technology for Mid-Market Companies 11:57 Data-Driven and AI-Enabled Experiences 17:15 Navigating Digital Transformation Challenges 20:27 Understanding the CFO's Perspective 24:25 Unlocking AI Capabilities 28:33 ROI Conversations with CFOs 30:54 Transforming Roles with AI 32:39 The Ethical Implications of AI Adoption 35:20 AI's Impact on Humanity and Creativity 36:11 Upskilling for the AI Era 37:42 Preparing the Workforce for AI 38:08 The Future of AI Adoption 39:35 Technology and Population Decline 40:31 The Evolution of AI in Creative Writing 41:55 Transforming Customer Experience with AI 43:18 AI and the Value of Time 44:39 Work-Life Balance vs. Work-Life Blend 46:50 The Future of AI in Everyday Life This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this forward-looking episode of "Asking Good Questions," host Edward Roske explores the technological revolution reshaping finance with Robert Dika, Chief Financial Officer of the Primex Group of Companies. As Primex undertakes a comprehensive ERP system selection to replace their highly customized Microsoft Navision platform, Robert shares invaluable insights on evaluating technology partners in the age of artificial intelligence. The conversation reveals how modern finance leaders are navigating the integration of AI capabilities into their ERP implementations, ensuring their systems remain future-proof while addressing industry-specific challenges. Robert provides a compelling perspective on automation's accelerating role in finance operations, particularly in response to the accounting talent shortage. He details how AI will transform routine accounting processes—from three-way matching purchase orders, invoices, and bills of lading to handling month-end reconciliations and journal entries—freeing finance professionals to focus on higher-value strategic activities. The discussion extends beyond the finance department to examine how robotics and automation are revolutionizing agricultural operations. Robert explains how Primex and other California agricultural enterprises are leveraging robotics for harvesting and field operations, helping them maintain global competitiveness despite regulatory and cost pressures. For finance leaders evaluating their technology roadmaps, Robert offers practical wisdom on: Selecting ERP systems that incorporate AI capabilities responsibly Balancing automation opportunities with human oversight Using technology to enhance productivity amid talent shortages Maintaining accounting principles like conservatism in increasingly automated environments This episode provides essential listening for finance professionals, technology decision-makers, and business leaders seeking to understand how ERP systems, AI, automation, and robotics are transforming financial management across traditional industries. Takeaways Accountants must prioritize ethical considerations in their work. A passion for numbers can start from a young age. Technology has transformed the finance industry significantly. Career paths can be non-linear and filled with unexpected opportunities. Agriculture presents unique financial risks due to external factors. Tariffs can complicate the food industry landscape. CFOs must adapt to rapidly changing financial environments. AI is becoming essential in finance and accounting roles. Communication skills are vital for finance professionals. The accounting profession needs to attract more talent. Chapters 00:00 The Role of Accountants in Business Ethics 03:09 Journey into Accounting and Finance 06:00 The Evolution of Technology in Finance 08:49 Career Path: From Entertainment to Agriculture 12:01 Managing Financial Risk in Agriculture 15:13 The Impact of Tariffs on Agriculture 18:02 CFO Insights: Navigating Financial Challenges 20:49 The Future of AI in Finance 23:57 Operational Efficiencies in Agribusiness 27:09 Key Metrics for Success in Agriculture 30:06 The Role of Communication in Finance 32:55 AI's Role in Transforming Finance 35:50 The Future of Work in Accounting 39:02 Final Thoughts on the Accounting Profession This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

Summary In this conversation, Gary Crisci discusses the evolution of enterprise architecture, the importance of bridging the gap between business and IT, and the role of AI in optimizing processes. He emphasizes the need for collaboration, standardization, and a focus on long-term goals in enterprise architecture, particularly in the finance sector. The discussion also touches on the challenges and opportunities presented by AI, including its potential to enhance efficiency and innovation while navigating the complexities of human nature and organizational dynamics. Takeaways Enterprise architecture is an evolving discipline that connects business and technology. Standardization in processes can lead to greater efficiency and agility. AI can optimize processes by removing emotional attachments to existing methods. Collaboration between business and IT is crucial for successful enterprise architecture. Understanding the unique capabilities of an organization is key to competitive advantage. Change management is essential for implementing new processes and technologies. AI can help capture and disseminate knowledge within organizations. The future of enterprise architecture will be shaped by advancements in AI and technology. Organizations must balance standardization with the need for unique processes. Effective leadership is necessary to guide teams through change and innovation. Chapters 00:00 The Evolution of Enterprise Architecture 10:00 Bridging the Gap Between Business and IT 19:58 The Role of AI in Enterprise Architecture 21:58 Enterprise Architecture in Finance 27:51 The Future of AI in Business 28:45 Capturing Knowledge and Productivity 30:35 The Ethics of AI and Knowledge Management 33:32 AI as an Accelerator for Information 34:20 Maintaining Uniqueness in a Standardized World 36:54 Competitive Advantage and Standardization 39:21 Using AI as a Scaffolding Tool 41:12 The Role of AI in Business Processes 43:24 Adapting to Rapid Change 45:57 AI as a Translation Tool 48:22 Final Thoughts on AI and the Future This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this conversation, Sean Blitchok, CFO of Zenoti, discusses the evolving role of finance in the tech industry, emphasizing the importance of technology and automation in financial processes. He reflects on his journey through various companies, highlighting the strategic influence of CFOs and the necessity of adapting to rapid changes in the business landscape. The discussion also touches on the balance between growth and financial controls, as well as the future potential of AI in finance. In this conversation, Sean discusses the rapid evolution of AI in finance, emphasizing its potential to automate processes and create value. He highlights the importance of quality control in automation, the artistic nature of accounting, and the need for finance professionals to embrace AI as a tool for strategic value. Sean also addresses the changing landscape of finance metrics, the critical role of investor relations, and the skills needed for future finance roles. He concludes with a focus on people-centric leadership in finance, stressing that success hinges on hiring and nurturing the right talent. Takeaways Technology can alleviate many financial process issues. The role of CFO has evolved to be more strategic. CFOs must understand the entire business landscape. Automation is key to improving financial processes. Financial controls are essential for scaling companies. CFOs are increasingly seen as potential CEOs. The relationship between CFOs and boards is crucial. Emerging technologies are changing the finance landscape. Process optimization and technology should go hand in hand. AI's impact on finance is still developing. AI is evolving rapidly and will impact the finance sector significantly. Quality control is essential as companies automate processes with AI. Accounting is not just transactional; it involves interpretation and creativity. AI should be viewed as a value creator, enhancing strategic roles. Future finance professionals need to embrace AI and adapt to new technologies. Understanding business and economics is crucial for finance roles. Investor relations play a vital role in connecting finance with the broader business. Choosing the right AI tools is essential for effective implementation. People-centric leadership is key to success in finance. The finance landscape is constantly changing, requiring adaptability. Sound Bites "The CFO plays a critical role." "I can't stand fingers on keyboards." "We can fix a lot of the manual work." "It's not just about cost arbitrage." "It's incredible how fast it's moving." "AI is a value creator, right?" "AI is going to be a piece of that." "Embrace AI, be part of a solution." "You have to have those core skills." "Don't underestimate the IR capability." Chapters 00:00 The Role of Technology in Finance 05:14 Evolving CFO Responsibilities 10:06 The CFO's Strategic Influence 18:36 Automation and Financial Processes 22:32 Balancing Growth and Financial Controls 25:10 The Future of AI in Finance 28:22 The Rapid Evolution of AI in Finance 30:54 Navigating Automation and Quality Control 32:56 The Artistic Side of Accounting 35:36 AI as a Value Creator 39:14 Preparing for the Future of Finance Roles 42:52 The Changing Landscape of Finance Metrics This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

What’s the secret to profitability? In this episode, Dr. Raef Lawson, Executive Director of the Profitability Analytics Center of Excellence (PACE), reveals how CFOs can use analytics to drive impactful decisions. As he says: "Profitability isn’t just a number—it’s a mindset". Discover how CFOs can leverage AI-driven insights to navigate uncertainty and shape the future of finance. Tune in for a conversation that will change the way you think about numbers. Takeaways Profitability analytics is essential for modern businesses. Accountants must improve communication with other departments. Revenue management and cost management are interconnected. Technology can help level the playing field for companies. AI has the potential to uncover valuable insights from data. Future accountants need to focus on soft skills and analytics. Understanding customer profitability is crucial for success. The accounting profession must adapt to changing business needs. Education in accounting should include more practical applications. Collaboration between finance and operations is key to profitability. Sound Bites "It's all about profitability analytics." "Profitability is a holistic approach." "Technology is a leveler for companies." Chapters 00:00 Introduction to Profitability Analytics 03:18 Raef Lawson's Journey in Accounting 06:09 The Evolution of Accounting and Profitability 09:32 Challenges in Accounting Education 12:25 The Role of Technology in Profitability 15:18 Recent Initiatives at PACE 18:11 The Future of Profitability Analytics 21:31 Advice for Future Finance Professionals This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this episode of Asking Good Questions, we explore the evolution of the CFO role with Gary Golden, CFO of Media Culture. Gary reflects on his experiences at Blockbuster, Kinko’s, and private equity-backed firms, sharing actionable insights on navigating disruptions, leveraging AI, and leading with strategy.  Join us in sharing stories of transformation—from the untold history of Blockbuster’s missed Netflix opportunity to the challenges of adapting finance teams for the AI era. This is a must-listen for finance professionals looking to stay ahead in a data-driven world. Takeaways It's not just about debits and credits; it's about interpreting data. The CFO's role has evolved to include strategic leadership. Understanding economics is crucial for financial decision-making. Cash flow management is essential, especially during economic changes. Companies must adapt to industry disruptions to survive. AI can streamline financial processes and presentations. Communication skills are vital for finance leaders. Outsourcing non-core functions can enhance efficiency. Finance leaders should be proactive in providing timely information. Continuous learning and adaptation are key to success in finance. Chapters 00:00 Understanding the Role of the CFO 12:01 The Evolution of Finance Leadership 21:58 Navigating Economic Changes and Challenges 33:34 Adapting to Change: Lessons from Industry Giants 41:20 The Future of Finance: Embracing Technology and AI This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

💡 What does it take to innovate in the fast-paced world of finance? Find out in the latest episode of Asking Good Questions as Edward Roske interviews Brenda Hernandez, the trailblazing CFO of ScentHound. 🐾 Key highlights include: Brenda’s unique lessons from her early days at Sears and Office Depot. Her groundbreaking approach to financial planning for franchise growth. The power of technology, AI, and strategic partnerships in today’s CFO toolkit. How to strike the perfect balance between operational excellence and bold innovation. 👉 Whether you’re a finance professional, entrepreneur, or just curious about the future of business strategy, this episode is packed with insights that will inspire and challenge you. Click now and hear the conversation! This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.

In this episode of Asking Good Questions, host Edward Roske welcomes Emily Brown, CFO of Enesco, for a deep dive into the transformation of corporate finance over the past 25 years. From leveraging technology like multidimensional databases to addressing risks like cybersecurity and supply chain disruptions, Emily shares lessons learned and strategies for success. They discuss the ethical implications of AI, the need for cross-departmental collaboration, and what it takes to future-proof finance departments. Whether you're a CFO, finance professional, or tech enthusiast, this episode offers invaluable insights into the past, present, and future of financial leadership.  This episode of Asking Good Questions is brought to you by Caprus.Ai. Check how we empower the office of the CFO to harness the transformative potential of artificial intelligence (AI) and revolutionize their operations.