The Operating Model Your AI Pilots Are Missing

Most finance leaders have invested in AI. Few can point to where it changed the business. The reason isn’t the model or the vendor. It’s the operating model underneath.

Join Planful and Formos Consulting for lunch to explore the five-layer operating model finance needs now to actually capture ROI from AI, and where most pilots stall before they get there. Along the way, we’ll tackle the questions finance leaders are asking at every layer, including build vs. buy.

We’ll show how Planful is built to support every layer of that model, with a live look at the capabilities solving AI pilots’ most common challenges today:

• Natural language chat with Planner and Analyst Assistants
• Anomaly detection to catch issues before they become problems
• Predictive forecasting built on your own data
• Planful MCP Server, bringing governed Planful data into Claude and the other AI tools your team already uses

You’ll also get a first look at what’s next, including Thinking Mode.

You’ll leave with three things: a framework to assess your own readiness across the five layers, insight into where competitors are already pulling ahead, and one question worth putting to your board.

Lunch will be provided. Register now to get the framework and see it in action.