Reshaping Finance Podcast

Reshaping Finance - We are excited to tell you about our Reshaping Finance podcast. There will be a new episode every month, starting on the second Tuesday of March. Join us for unique insights into the dynamic intersection of finance, technology, data, and sustainability. Discover the latest trends, best practices, and real-world applications of data, artificial intelligence (AI), machine learning, sustainability, and predictive analytics within the financial and accounting industries.

Episode 01: "AI for Private Equity and Financial Services Industry": In our first episode, we explore the transformative impact of AI on private equity and financial services. We discuss the current landscape, challenges, and opportunities presented by AI and generative AI. Our guest, Didem Un Ates, Founder and CEO of Lotus AI, shares insights on AI adoption challenges, key use cases, and strategies for enhancing value creation and operational efficiency.

Episode 02: 'Big Data & AI Technologies: Fundamentals and Applications': In this episode, we explore how big data and AI are converging to shape the future of finance. We discuss the practical applications of predictive, generative, and agentic AI, and how they can drive value and productivity. Our guests, Cathy Cobey of EY and Trevor Hughes of IAPP, share insights on AI governance, data privacy, and the frameworks needed for responsible and effective implementation.

Episode 03: 'Leveraging Non-Financial Data for Long-Term Value': In this episode, we explore how non-financial data is reshaping financial reporting and strategic decision-making. We discuss the role of metrics like sustainability, employee satisfaction, and operational efficiency in driving long-term value. Our guests, Hendrik Vollmer, Phillip Pearce, and Zhongnan Xiang, share insights on integrating non-financial data, the evolving role of finance professionals, and the importance of strong data governance.

Episode 04: 'Agile Finance: Mastering adaptive budgeting and planning' In this episode, we explore how adaptive budgeting and planning are transforming financial strategy in an era of constant change. We discuss the limitations of traditional budgeting methods and the growing importance of real-time data, automation, and AI in enabling agile decision-making. Our guests, Eric Kinnoin and David Bogard, share insights on Oracle’s approach to dynamic planning, the integration of machine learning tools, and the critical role of scenario modelling in building resilient finance functions.

Episode 05: 'Future-proof Finance: Partnering in a Shifting World' In this episode, we explore how finance business partnering is evolving to meet the demands of modern business complexity. We discuss the transition from traditional finance roles to strategic co-piloting, where insight, influence, and impact are key to value creation. Our guests, Richard Latchford and Ash Noah, share perspectives on building agile finance teams, equipping professionals with future-ready skills, and bridging the gap between financial outputs and business needs.

Episode 06: 'Building Resilient Organisations in a Changing World'. In this episode, we explore how finance leaders are navigating complexity and building resilience in a world of constant disruption. We discuss the shift from reactive risk management to proactive, multi-lens strategies that align finance, strategy, and people. Our guests, Andrew Harding and Dionne Corradine, share insights on fostering agile cultures, leveraging scenario planning, and embedding finance at the heart of decision-making to drive sustainable success.

Episode 07: 'From Numbers to Notions: Do CFOs need creativity in an AI World?' In this episode, we explore the evolving role of creativity in finance leadership. Dr. Irena Teneva Associate Technical Director Research & Development at AICPA & CIMA is joined by Dr. Rouxelle de Villiers, Senior Lecturer at AUT Faculty of Business & Law, and Annelize du Toit, Country Finance Manager at Colgate-Palmolive, to discuss how CFOs and finance professionals can harness creativity to drive value and innovation.

Episode 08: 'From Ten Keys to AI Agents: Transforming Tax with Automation and Insights'. In this episode, we explore how AI is transforming the tax function - from automation to augmentation - and what this means for the future of the profession. April Walker, Senior Manager at AICPA & CIMA, is joined by John McGowan, Founder and CEO of HubSync, to discuss how tax professionals and finance leaders can move from insight to impact by embracing AI-powered innovation.

Episode 09: 'From Insight to Impact: Leveraging AI to Act on Employee Feedback'. Discover how AI is reshaping employee listening, from surveys to sentiment analysis, and what it means for engagement, retention and workplace culture. This episode explores the intersection of technology and empathy, the role of HR in translating data into meaningful action and how companies are using AI to build stronger, more connected finance and accounting teams. Featuring insights from Robert Half research, we’ll also look at how listening tools can support wellness and proactive retention strategies.