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Builders of Financial Agency

Technology EN ↓ 4 episodes

Builders of Financial Agency How finance leaders turn insight into action with better systems and AI Finance has spent the last decade getting better at visibility. More dashboards. More reports. More insight across every workflow—from quote to cash to close. But insight alone doesn’t move the business. Builders of Financial Agency explores what comes next: a shift from understanding what happened to actually driving what happens next. In this series, we sit down with finance and systems leaders who are rebuilding how finance operates—inside real companies, with real constraints. These are the...

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Zone

Episodes

AI Commerciality from the CFO Seat 02.07.2026 47:30

AI Commerciality from the CFO Seat: Why AI Requires a New Operating Model Join Atif Hafeez (Finance Transformation Advisor and Researcher), Rose Punkunus (VP and Head of Procurement at Zone), and Thomas Kim (CEO, Zone) as they explore how finance leaders can move beyond AI experimentation and redesign their organizations for an AI-first future. What You'll Learn Why most AI initiatives fail to del...

The Next Finance Frontier: From What Happened To What’s Next 04.06.2026 40:14

Most finance teams are still building forecasts the same way they always have — pulling data, building models, updating spreadsheets. The problem isn't effort. It's that the underlying architecture was never designed to tell you what's coming. In this episode of Builders of Financial Agency, Zone CEO Thomas Kim (AKA TK) joins host Rose Punkunus for a candid conversation about what it actually take...

The Missing Layer Between Insight and Action ft. Zone CFO, Chad Wonderling 07.05.2026 52:15

Builders of Financial Agency – Episode 1 The Missing Layer Between Insight and Action Finance teams have never had more visibility into their business. Dashboards, reports, forecasts, and real-time data are everywhere. But as Zone CFO Chad Wonderling explains in our very first episode of Builders of Financial Agency , visibility alone doesn’t move a business forward. The real challenge is what com...

Coming soon... Builders of Financial Agency 29.04.2026 0:49

Builders of Financial Agency drops May 7th!