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GrowCFO Show

Kevin Appleby
GrowCFO Show
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  • #260 How To Get AI ROI In 30 Days: The Playbook Finance Leaders Miss, Dan Fletcher, CFO, Planful
    https://www.youtube.com/watch?v=7pQsPAurZ5E .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/56xLS3vYYYDi3bsssHeBfq Understanding how to leverage artificial intelligence (AI) for rapid returns has become essential for today’s finance leaders. While many organizations invest in AI, few manage to achieve tangible value quickly. This episode tackles a critical strategic challenge: how CFOs and finance teams can deliver measurable ROI from AI initiatives within just 30 days—a key success factor for staying competitive, agile, and efficient in a fast-changing market. Kevin Appleby speaks with Dan Fletcher, CFO of Planful, to uncover the often-overlooked strategies that accelerate AI’s impact in finance. Their conversation explores the evolving landscape of finance technology, upcoming consolidation trends in the CFO tech stack, and practical steps for achieving quick AI wins. Dan also shares insights on how early, effective adoption of AI empowers finance leaders to move their teams from manual processes to strategic, insight-driven advisory roles—positioning finance as a true business partner for the future. Key topics covered: Mindset change is the hardest aspect of finance digital transformation Accurate, clean data is critical for successful AI adoption and savings AI enables finance teams to spend less time crunching numbers, more time adding value Savings are real when AI is applied to transactional and repetitive processes AI leads to more frequent, adaptive forecasting and better business partnering Boardroom strategy discussions increasingly focus on AI-driven transformation Links Dan Fletcher on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 18:47 Future trends and generative AI’s impact on finance transformation 26:46 Real-world adoption stories, efficiency gains, and lessons for fast implementation 29:21 Step-by-step advice for CFOs on launching high-impact AI projects 34:51 Preparing finance teams for new job roles and skills in an AI-driven environment 38:26 Forecasting the biggest finance leadership challenges on the horizon Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net
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  • #259 He Reveals the First AI Project That Actually Saved Money, Marco Torrente, Interim Group CFO, Bakuun Holdings
    https://www.youtube.com/watch?v=eGwhmpyXA-U .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/2Lv2wr2B8h40VtL9K2oWH9 As AI transforms the business landscape, finance leaders are seeking practical examples of true value creation—not just hype. In this episode, Marco Torrente, Interim Group CFO at Bakuun Holdings, joins host Kevin Appleby to share real financial transformation lessons from the front lines. Marco’s candid reflections move beyond generic AI discussions to pinpoint what actually saves money, emphasizing the importance of getting digital transformation right and building team mindsets that embrace technology. The conversation explores the practicalities of starting the AI journey, including improving transactional systems and data quality, as well as how AI enables FP&A teams to shift from data crunching to value-adding activities. Marco further reveals that while AI projects haven’t yet drastically reduced headcount, they empower teams to deliver faster, more adaptive business forecasts and partner more effectively with the business. Listeners gain actionable insights on risk analysis, business partnering, and future-proofing the finance function in an era of rapid technological change. Key topics covered: Mindset change is the hardest aspect of finance digital transformation Accurate, clean data is critical for successful AI adoption and savings AI enables finance teams to spend less time crunching numbers, more time adding value Savings are real when AI is applied to transactional and repetitive processes AI leads to more frequent, adaptive forecasting and better business partnering Boardroom strategy discussions increasingly focus on AI-driven transformation Links Marco Torrente on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 03:57 Overcoming mindset challenges in tech and finance teams 07:45 How clean data and smart choices spark successful AI projects 14:48 Impact of AI on workflows—shifting FP&A from data crunching to insights 18:16 Balancing business strategy with transformation and risk 26:15 Real savings and workforce impact: redeployment not just reduction 30:04 Future plans, ongoing learning, and actionable advice Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net
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  • #258 From Controller to CFO: The Playbook Behind CSAA’s Transformation, Andrea Hecht, Chief Financial Officer, CSAA Insurance Group
    https://www.youtube.com/watch?v=qZ4_Fr3a07Y .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/1FpRXhcwICZELr5lwHBodV In this episode, host Kevin Appleby speaks with Andrea Hecht, Chief Financial Officer at CSAA Insurance Group, to explore the realities of leading finance within a member-owned insurance organisation. The conversation traces Andrea’s professional evolution—from a Midwest-based controller with a public-accounting background to a strategic CFO steering one of the nation’s major property and casualty insurers. Andrea shares how transitioning from controller to CFO required developing a deep strategic lens, embracing enterprise-wide business partnering, and cultivating confidence to challenge executive consensus. She also discusses the complexities of the insurance sector—from pricing uncertainty and catastrophe risk to regulatory constraints—and how technology, data, and AI are reshaping financial planning and claims management. Her story offers a practical playbook for finance leaders ready to elevate their impact beyond accounting into organisational leadership. Key topics covered: Andrea’s career journey from EY auditor in Ohio to CFO of CSAA Insurance Group in California. Why the CFO role demands strategic thinking that connects company vision with financial planning and resource allocation. The unique financial challenges of the insurance industry—pricing risk without knowing true costs for years, managing reinsurance markets, and handling catastrophe losses. How membership ownership changes financial priorities versus shareholder-driven models, placing policyholders at the centre. The importance of financial education and business partnering to build trust across departments and improve decision quality. How AI and automation are transforming finance, forecasting, and claims—bringing speed, empathy, and new skill-building challenges for future talent. Links Andrea Hecht on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:28 Andrea’s background and move from Ohio to California 03:30 Inside CSAA Insurance Group: business model and coverage areas 05:00 Challenges of pricing insurance and managing capital risk 12:40 Transition from controller to CFO—learning to think strategically 16:10 Building finance partnerships and educating the organisation 18:10 Balancing collaboration and contrarian thinking with the CEO 25:00 Forecasting amid inflation and market volatility 27:35 How AI and generative tools are redefining productivity 34:00 Future of work, training paths, and ethical concerns in AI adoption 36:35 What CFOs should know about the changing insurance landscape Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net
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  • #257 The Three Hidden Traps That Stall New CFOs, Michael O’Reilly, GrowCFO Executive Coach
    https://www.youtube.com/watch?v=FyOBP_QcsLI .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3CrRco4GBJsnDQYaJSiPnT In this insightful episode, Kevin Appleby sits down with Michael O’Reilly, a seasoned executive coach and former CFO with a diverse career spanning global finance, digital transformation, and leadership development. Together, they explore “The Three Hidden Traps That Stall New CFOs” — a candid discussion about the unseen challenges finance leaders face as they transition into enterprise leadership roles. Michael shares his own experiences across companies like Citibank, Gap Inc., and PepsiCo, highlighting how curiosity, empowerment, and trust play crucial roles in a CFO’s success. He also explains how imposter syndrome, reluctance to delegate, and overreliance on technical mastery can prevent new CFOs from thriving in their roles. With AI reshaping the finance landscape, Michael emphasises the growing importance of emotional intelligence, adaptability, and creating psychological safety for teams navigating disruption. The conversation goes beyond professional growth, touching on personal fulfilment and energy management — understanding what “charges or drains your batteries” as a leader. Drawing from his coaching practice and experiential leadership retreats in Ireland, Michael reveals how rediscovering purpose and flow can reignite a CFO’s impact, both in business and in life. Key topics covered: How imposter syndrome can fuel curiosity and growth rather than paralysis Why delegating and letting go is the biggest unlock for new CFOs The importance of psychological safety in driving innovation and AI adoption Transitioning from technical expert to strategic enterprise leader Understanding personal “energy management” to avoid burnout The power of trust, empathy, and soft skills in effective CFO leadership Links Michael O’Reilly on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 00:40 Michael O’Reilly’s career journey from CPA to Chief Digital Officer 05:52 The role of imposter syndrome in a CFO’s development 07:52 How AI amplifies insecurity and why creating safe environments matters 10:07 Balancing accuracy with experimentation in finance leadership 16:46 What a mentoring relationship looks like with Michael 21:21 The critical need to delegate and empower teams 22:33 Michael’s experiential leadership program in Ireland 30:31 Finding your “flow state” and energizers outside of work 34:20 What kind of leaders benefit most from mentoring 36:16 The “ski story” — how aligning passion with leadership drives performance Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net
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  • #256 The CFO Guide to AI Hype: What To Do First, Hannah Munro, Managing Director, ITAS Solutions
    https://www.youtube.com/watch?v=mg1knQ7TQ_E .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } Artificial Intelligence continues to dominate finance discussions, but for many CFOs, the real challenge isn’t understanding the technology—it’s knowing where to start. In this episode, host Kevin Appleby welcomes back Hannah Munro, Managing Director of ITAS Solutions and host of the CFO 4.0 Podcast, to unpack the hype surrounding AI and offer clear, practical steps for finance leaders ready to take action. Hannah shares first-hand insights from her work helping finance teams implement technology-driven transformations, explaining why success depends less on the AI tools themselves and more on simplifying processes, standardizing data, and fostering cultural change. The conversation draws a clear distinction between technology implementation and true transformation—and why CFOs must master both to realise measurable ROI from new systems. As AI continues to evolve at an unprecedented pace, Hannah and Kevin explore how finance leaders can stay agile, focus on data quality, and ensure their organizations are prepared for the next generation of AI-enabled finance. From managing expectations to defining tangible outcomes, this episode is an essential listen for CFOs looking to move beyond buzzwords and deliver meaningful digital transformation. Key topics covered: The difference between AI-enabled tools and building AI from scratch—and why most finance teams are already using AI without realising it. Why the biggest implementation risks aren’t technical but cultural and process-related. How to distinguish transformation from implementation—and why most projects should involve both. The importance of defining measurable outcomes before investing in technology. Why simplification, standardisation, and clean data are the foundations for any successful AI adoption. How CFOs can future-proof their finance function by focusing on integration, agility, and benefit-driven technology selection. Links Hannah Munro on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 01:00 Why AI isn’t new—and how finance teams are already using it unknowingly 03:25 Implementation vs. transformation: the fundamental question every CFO must ask 07:30 Why traditional RFP processes often fail in fast-changing tech environments 10:45 The hidden cost of customisation and how to challenge unnecessary complexity 16:15 Measuring the true value and ROI of finance technology projects 19:20 Why every tech implementation should also be a transformation initiative 27:20 Using psychology and “nudging” principles to drive behavioural change in transformation 33:30 Preparing for AI: simplify processes, integrate systems, and clean your data 38:40 The limits of AI: understanding data quality, context, and validation 44:30 Looking ahead—how AI, automation, and integration will redefine the finance function Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net
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