Aligning Sales and FP&A: Adam Shilton

In this episode of FP&A Today, host Glenn Hopper interviews Adam Shilton, a founder, writer, and speaker, about his career journey, which includes sales and marketing in the tech industry, delivering a TEDx talk, and his current focus on helping entrepreneurs and solo business owners. The conversation covers AI's role in finance, the relationship between sales and FP&A, strategies for aligning sales and finance teams, and the importance of metrics like margin and on-time payments. They explore AI's potential in AR automation, customer churn prediction, and the balance between AI-driven processes and human oversight, particularly in areas requiring cognition and decision-making. Shilton shares insights on experimenting with AI, emphasizing the need for a human in the loop and a strategic approach to automation.