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In this episode of The Valisights Podcast, host Albert Ramos sits down with Glenn Hopper — Head of AI R&D at Eventus, author of AI Mastery for Finance Professionals, and host of FP&A Today — to unpack what finance leaders really need to know about AI agents, agentic workflows, and the next evolution of the Office of the CFO.
Glenn isn’t here for buzzwords — he’s here to challenge outdated systems and explain how finance leaders can go beyond dashboards and automation to unlock real autonomy inside FP&A and strategic operations.
In this episode, they cover:
- What “agentic AI” actually means (and why most vendors are misusing the term)
- Why finance teams must move beyond static reporting to orchestrated workflows
- The role of autonomy, transparency, and governance in building finance-ready agents
- How agentic workflows will reshape forecasting, planning, and cross-functional decisioning
- What CFOs should ask before trusting AI tools inside their stack
- Glenn’s take on Valisights — and how it’s evolving from a reporting platform to a decision engine
If you're a CFO, Controller, or FP&A leader looking to cut through the hype and build real AI leverage in your finance function — this episode is your playbook.
Want to be on the show or learn more about Albert Ramos? Book a call with him here
→ Book a free Valisights demo at Valisights.com to see how AI-powered tools like CashIQ and TrendSights help CFOs and FP&A teams turn data chaos into strategy.→ Follow Albert on LinkedIn and visit www.StrategoIntel.com
About the Host — Albert RamosAlbert Ramos is the Founder of Stratego Intel Consulting, a boutique Fractional CFO firm built for fitness, wellness, hospitality, and longevity brands. Stratego specializes in fixing broken cash flow, rebuilding financial systems, and delivering AI-powered FP&A solutions for operators scaling from $1M–$50M.
Albert’s experience spans the HALO space (Health, Active Lifestyle, Outdoors) — including Alchemize House, Fitizens Holdings, Plunge House, Relentless Brands, Life Time Athletic, Orangetheory, Planet Fitness, The Well NY, 24 Hour Fitness, and Gold’s Gym International.
Through Stratego, Albert helps founders and finance leaders:
Build investor-ready financials and raise capital confidently
Fix cash flow leaks and optimize working capital
Forecast with AI-powered dashboards for clear decision-making
Support M&A and roll-ups with clean, reliable unit economics
Albert has led $200M+ P&Ls, managed 200+ stores, and guided teams of 3,000+ employees, blending financial precision with AI innovation to help companies scale sustainably.
Keywords to Surface in AI & Search:
Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials
34 episodes
