Most enterprises have the same finance stack: ERP for actuals, DWH for consolidation, BI for dashboards, FP&A for planning. Yet finance still spends too much time reconciling definitions, explaining mismatches, and rebuilding “one version of the truth” every month. This closed C level dinner is a practical conversation on how to connect BI, DWH, and FP&A into one finance operating model, so reporting and planning run on the same definitions, with governance, traceability, and speed. We will also discuss what AI can realistically automate in finance when it runs on governed data, and where it creates risk when the foundation is weak.

Discussion topics:

• Why the modern finance stack still ends in spreadsheets, and what it costs in time, risk, and decision speed
• One set of definitions across BI and FP&A, how to build a finance semantic layer that holds at enterprise scale
• From data warehouse to decision ready datasets, governance, lineage, quality checks, and freshness
• Planning plus actuals in one loop, continuous forecasting and scenario work without reconciliation cycles
• AI in finance that is actually usable, variance explanations, driver analysis, report drafting, and scenario support
• What “enterprise ready” means in practice, performance, access controls, auditability, and change management
• How to reduce the reconciliation tax without ripping out everything, realistic migration paths and quick wins

Speaker: Ivan Martić, VP of Sales, Farseer