What are your finance priorities for the next year?

Tom Steer

Chief Financial Officer · Sokin

Embedded product, North America rollout, MCP solution

Tom Steer says for now his priorities are embedded product, North America rollout, and MCP solution, his big AI play for Treasury; he says they have many growth levers but cannot do all at once.

The answer starts at 36:00.

Jessica Somers

Chief Financial Officer · Aledade, Inc.

Build a world‑class finance organization

Jessica Somers says building a world-class finance organization remains a big part of her focus, keeping her team focused on the right small habits that stack into big things done well.

JM

Jack Gordon, MBA

Chief Financial Officer · Harri

Automation

Jack Gordon, MBA, says automation is a priority for his finance organization, as he believes 75–80% of his team’s activities can be fully or nearly automated to free them for better insights.

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Cal Brouilette

Chief Financial Officer · Flatiron Health

Scale AI, trust, economics

Cal Brouilette says his finance organization is focused on scaling AI-extracted data while protecting trust and turning that capability into sustainable economics, and on balancing quality, trust, and scale.

Jamie Schroeder

Chief Financial Officer · Premium Guard Inc. (Pgi)

Allocate capital efficiently

Jamie Schroeder says allocating capital efficiently is one of his number one jobs, spanning investment in plant, inventory and working capital, so the organization can put capital where it creates the most value.

Philip D. Fracassa

EVP & Chief Financial Officer · Magna International

Governance, infrastructure, use cases

Philip D. Fracassa says from an enterprise standpoint Magna is approaching AI with three guiding principles—governance, infrastructure, and identifying use cases—to use AI efficiently and find clear opportunities for efficiency or improvement.

Claire Bramley

Chief Financial Officer · Xero

Reimagine workflow with AI

Claire Bramley says her finance organization is now reimagining workflows with AI, after earlier small productivity gains, mapping where humans need to be in the loop and where rules-based tasks can be automated.

Andrew Korn

Chief Financial Officer · Eliseai

Be nimble and adaptable

Andrew Korn says his number one priority for him and his team over the next 12 months is to be nimble and adaptable, because everything changes every day.

Samantha Greenberg

Chief Financial Officer · AlphaSense

Driving operational maturity

Samantha Greenberg says her top priority is driving operational maturity, because in a rapidly scaling business success problems accumulate and require the right systems and stack.