AI has completely changed the rules of marketing, and finance can't afford to play catch-up. Workiva's VP of Revenue Marketing, Joel Capperella, joins Steve Soter to unpack how AI is reshaping data, trust, and decision-making across the business.

As progression analysis evolves and web traffic declines, traditional forecasting and investment models are losing their edge. This episode breaks down what modern finance and marketing leaders must do to keep pace.

You'll learn:

Why the old CFO-CMO disconnect is no longer sustainable

How AI's data disruption is forcing a new model of collaboration

Why credibility and transparency are now the most valuable data currencies

What separates a caretaker CFO from a truly transformative one

Watch the full episode for practical insights on data trust, financial transformation, and redefining success in the age of AI.
00:00 Introduction
01:14 Rewriting the Marketing Playbook with AI
02:42 The Changing Role of CFOs in the AI Era
06:25 The Future of Marketing and Finance Collaboration
10:14 Closing Thoughts