Go offline with the Player FM app!
Finance transformation in the age of AI
Manage episode 488366741 series 2800554
Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.
In this special episode, we explore whether top-performing finance functions have reached a “terminal value” in their cost-cutting journey – and what comes next. As technologies like AI and advanced analytics evolve, finance leaders are shifting focus from efficiency to insight – rethinking operating models, talent strategies, and what it means to create value in a digital era.
In this episode, we discuss:
- 1:18 – What “terminal value” means in finance and why top-performing functions may be approaching the limits of traditional cost-cutting
- 4:57 – How evolving finance operating models are incorporating new approaches to data, talent, and technology
- 9:07 – The rise of agentic AI and how autonomous agents are beginning to impact finance workflows
- 18:51 – Key leadership priorities for finance organizations navigating AI adoption and long-term transformation
For more insights, read our publication Have top performing finance functions reached terminal value in the age of AI?
Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.
About our guests
Adam Kennedy is a PwC consumer markets finance leader focusing on business process improvement and finance effectiveness for Fortune 500 companies with an emphasis in retail, hospitality, and gaming. Adam provides consulting services on technology-driven finance transformation, end-to-end revenue stream management, merger integration support, financial analysis and reporting, risk management, and process improvement.
Edward Ponagai is a PwC partner who leads large-scale back office transformations and merger integrations. He helps CFOs think through their organization’s big picture vision and purpose and drill down to address organizational challenges, operational processes, and technological innovations.
About our guest host
Guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC’s perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA’s Professional Practices Group.
Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to [email protected]
Chapters
1. Finance transformation in the age of AI (00:00:00)
2. What “terminal value” means in finance and why top-performing functions may be approaching the limits of traditional cost-cutting (00:01:18)
3. How evolving finance operating models are incorporating new approaches to data, talent, and technology (00:04:57)
4. The rise of agentic AI and how autonomous agents are beginning to impact finance workflows (00:09:07)
5. Key leadership priorities for finance organizations navigating AI adoption and long-term transformation (00:18:51)
369 episodes
Manage episode 488366741 series 2800554
Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.
In this special episode, we explore whether top-performing finance functions have reached a “terminal value” in their cost-cutting journey – and what comes next. As technologies like AI and advanced analytics evolve, finance leaders are shifting focus from efficiency to insight – rethinking operating models, talent strategies, and what it means to create value in a digital era.
In this episode, we discuss:
- 1:18 – What “terminal value” means in finance and why top-performing functions may be approaching the limits of traditional cost-cutting
- 4:57 – How evolving finance operating models are incorporating new approaches to data, talent, and technology
- 9:07 – The rise of agentic AI and how autonomous agents are beginning to impact finance workflows
- 18:51 – Key leadership priorities for finance organizations navigating AI adoption and long-term transformation
For more insights, read our publication Have top performing finance functions reached terminal value in the age of AI?
Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.
About our guests
Adam Kennedy is a PwC consumer markets finance leader focusing on business process improvement and finance effectiveness for Fortune 500 companies with an emphasis in retail, hospitality, and gaming. Adam provides consulting services on technology-driven finance transformation, end-to-end revenue stream management, merger integration support, financial analysis and reporting, risk management, and process improvement.
Edward Ponagai is a PwC partner who leads large-scale back office transformations and merger integrations. He helps CFOs think through their organization’s big picture vision and purpose and drill down to address organizational challenges, operational processes, and technological innovations.
About our guest host
Guest host Diana Stoltzfus is a partner in the National Office who helps to shape PwC’s perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA’s Professional Practices Group.
Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to [email protected]
Chapters
1. Finance transformation in the age of AI (00:00:00)
2. What “terminal value” means in finance and why top-performing functions may be approaching the limits of traditional cost-cutting (00:01:18)
3. How evolving finance operating models are incorporating new approaches to data, talent, and technology (00:04:57)
4. The rise of agentic AI and how autonomous agents are beginning to impact finance workflows (00:09:07)
5. Key leadership priorities for finance organizations navigating AI adoption and long-term transformation (00:18:51)
369 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.