Agentic AI Starts with the Process, Not the Technology

In this episode of CFO Weekly, Courtney Stoner, who has held executive leadership roles at iron mountain, ge vernova, and ge Aerospace joins to discuss The CFOs playbook for Agentic AI & ROI. With a foundation built as an operational forecast analyst and a three-year stint as a technical auditor, Courtney has spent her career connecting how a business runs with how it creates financial value. She shares a practical framework for evaluating AI use cases, explains where agentic AI can run on its own and where human judgment must stay in the loop, and unpacks the metrics CFOs should track beyond hours saved. She also covers how to redesign controls for an agentic world, how to keep AI from becoming a black box, and why a messy data foundation is no reason to sit on the sidelines. What You'll Learn: Why process re-engineering must come before any technology decision How to evaluate AI use cases with a diagnostic that ties directly to revenue or EBITDA Where agentic AI works best in shared services, and where to stay cautious The ROI metrics that matter beyond hours saved and headcount avoided How to design controls, audit plans, and oversight for AI agents How to start with AI when your data foundation isn't perfect Why every finance leader needs to become a student again Learn More About Courtney: Courtney Stoner on LinkedIn Iron Mountain Website Episode resources: Personiv's Website Personiv on LinkedIn Personiv on Facebook Personiv on Twitter If you enjoyed this episode, then please either: Follow, rate, and review on Apple Podcasts Follow on Spotify Instructions on following, rating, and reviewing CFO Weekly are here. Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie Check out some of our most recent episodes: Driving Value Beyond Finance with Tom McDermott Why CFOs Are the Chief Everything Officers with Claire Bramley Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva What Lights You Up? with Jordan Grumet Become a Lean Six Sigma Master Black Belt with William Washington If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest CFO Weekly is handcrafted by our friends over at: fame.so