Getting to big wins with AI in FP&A – Don Tomoff

FP&A Today

“Not having the answer is no longer acceptable because you are 30 seconds from having the answer. You’ve just gotta ask.” – Don Tomoff

Don Tomoff, founder of Invenio Advisors, is a finance rockstar and a trailblazer in AI adoption for finance. As a CMA his life’s mission is to make work easier for literally everyone he encounters. The CMA and finance expert has more than 30 years of experience spanning accounting, being a CFO, and consulting. Don Tomoff is not just an expert in his field including AI. He’s a passionate advocate for using technology to drive efficiency and innovation.

In this episode, Don emphasizes how AI has transformed the speed at which financial professionals can access information and solve problems. “Right now, if you’re doing AI, you have a huge advantage against those that aren’t. But I think in the next year or so, you’re going to quickly shift to, it’s a liability for you if you aren’t doing it.”

In this episode

• Streamling finance tasks as an accountant and FP&A
• Why efficiency is only a part of the finance AI revolution
• Biggest area ripe for AI FP&A Disruption?
• Democratization of data science
• Retrieval augmented generation to analyze hundreds of documents (for instance filings)
• Get the Paid Plan
• TwinzTalk Tips
• Why what hat you can do in two minutes gets done
• Distinctions between OpenAI and Claude
• Finance in five years
• Power Query and UNIQUE

Follow and connect with Don Tomoff on LinkedIn: https://www.linkedin.com/in/dontomoff/