PROGRAM DESCRIPTION
What CFOs should evaluate before building, buying, or integrating their FY27 finance technology stack. As AI gets better at working with financial data, can a capable model paired with a spreadsheet replace dedicated FP&A software? For CFOs evaluating their next technology investment, the answer depends on more than AI’s capabilities.
In this Tech Spotlight, you’ll explore what makes AI useful and reliable in FP&A, from trusted financial data to built-in controls and repeatable planning processes. You’ll learn how to evaluate what finance platforms offer beyond AI features and what to consider when deciding on your FY27 finance stack.
You’ll also see these concepts in action through a live UNA AI demo, exploring how connected data, planning workflows, and AI can support faster scenario modeling and more informed decisions. Bring your questions!
LEARNING OBJECTIVES
- Evaluate AI’s structural needs: Understand the data and process foundations AI requires.
- Pinpoint durable value: Identify where durable value exists beyond AI capabilities.
- Apply a tech-stack framework: Apply a build, buy, or integrate framework for finance technology decisions.
SPEAKERS
John Colthart, Chief Operations Officer, Una AI
John Colthart (JC) is an AI product pioneer with over 25 years of experience helping CFOs turn data into strategic advantage. He led IBM Watson Analytics product design, drove the IBM Planning Analytics experience, and launched the MindBridge AI platform—introducing the first AI solution to detect risk and anomalies in ERP data. At Una, JC applies this deep expertise to build intelligent planning tools purpose-built for Finance.
SPONSOR PARTNERS
We are honored to collaborate with Una AI on this webinar. If interested in learning more, visit https://www.una.ai/