Getting the most out of your tech...

Getting the most out of your tech stack, with Anna Sagan

The Diary of a CFO di Wassia Kamon, CPA, CMA, MBA
S2 · E13
9 ott 2025
31:47

Note sull'episodio

Brought to you by insightsoftware. Register for our upcoming webinar:

https://insightsoftware.com/resources/get-out-of-the-reporting-rut-how-finance-leaders-drive-strategic-impact/

In this episode of The Diary of a CFO, I sit down with Anna Sagan, Senior Principal Solutions Engineer, who brings over two decades of experience in financial software and strategic reporting.

We talked about:

  • The evolving expectations from finance teams
  • Why Excel is still the most loved BI tool in finance
  • Reporting limitations in ERPs
  • Why companies underutilize the tools they pay for

Whether you're a controller frustrated by ERP reports or a CFO aiming to future-proof your reporting stack, this episode delivers sharp insights and real-world advice.

If becoming a CFO is part of your goals, get your CFO readiness score here: https://thecfo.scoreapp.com/

Parole chiave

CFO
Accounting
Finance
AI
process improvements
implementation
CFOs
digital transformation
budgeting
consulting
financial management
AI in finance
Excel
chief financial officer