FP&A Today goes on the road!. Our host city is Boston and the historic Harvard Club with an audience of Boston CFOs and FP&A leaders. Our first live recording sees an all-star panel of Jack McCullough, CFO Leadership Council, Michael Bayer, CFO of Wasabi Technologies, Cathy Yang, CFO Trexon.

By way of background, Jerome Powell, the chair of the Federal Reserve, talked of “remarkably high” levels of economic uncertainty. “I don’t know anyone who has a lot of confidence in their forecast,” he said. FactSet, a financial-data firm, found that over half of the companies in America’s S&P 500 index cited tariffs in their earnings calls—more than in any other time over the past decade.

In this episode we probe how finance executives can navigate today’s complex geopolitical and technological landscape including:

• The ROI of a CFO AI Strategy
• How to navigate as a financial leader with tariffs and trade tensions
• Trexon’s Experience navigating tariffs affecting 12 business units and 16 sites
• Tech and AI’s role in enhancing supply chain visibility
• Pricing increases for customers due to tariffs and navigating that from the CFO’s Office
• Back to work or not for finance teams?
• The future of accounting

Shannon Nash is a chief financial officer, board director, investor, attorney, filmmaker, and CPA. She sits on the boards of Net Scout systems, Lazy Dog restaurants, and Sofi Bank, and most recently was CFO at Wing, the Alphabet-owned drone delivery company, and one of the hottest companies in the US. Here, she reveals the secrets FP&A professionals need to know about presenting to the Board and how to turn numbers into a narrative to advance to CFO and beyond

• Explaining the power of the Board to shape a company’s strategy
• The finance of film-making and my experience making a major new documentary
• The power of FP&A in securing $150 million in funding at Reputation.com
• Presenting to boards -what drives us crazy
• How improv training unexpectedly revolutionized her executive communication style

Connect with Shannon on LinkedIn https://www.linkedin.com/in/shannonknash

Watch On Board documentary: https://vimeo.com/ondemand/onboardthefilm

CEO and Principal Analyst at Amalgam Insights, Hyoun Park helps CIOs & CFOs create the ROI and strategic business cases for better AI and IT FinOps. He is also host of the weekly podcast, This Week in Enterprise Tech.

In this episode Hyoun discusses some of the quick AI wins for finance departments.

• My journey Starting as a CRM administrator to analyst
• Cloud spend getting out of control (unexpected cloud bills for $20m!)
• AI use cases: invoices, contracts, billing and spending contracts (dealing with 1000 software contracts) and reconciliations
• Agentic AI and uses in Finance
• Zero based budgeting and Forecasting in the AI age
• ROI for AI investment
• People who will lose their jobs in AI in finance vs those who will survive
• My futurist prediction

Connect with Hyoun on LinkedIn: https://www.linkedin.com/in/hyounpark/

Host of weekly podcast, This week in Enterprise Tech: https://www.buzzsprout.com/2319034

http://www.amalgaminsights.com/