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Beyond the Balance Sheet Series
Beyond the Balance Sheet is a thought-leadership series designed for modern finance leaders. Each 20-minute episode features perspectives from industry experts on the trends shaping finance today—from growth strategy to AI to the evolving role of business travel.
Explore the full episodes below, along with Quick Hit videos that break each conversation into fast, 1–2 minute insights.
Episode 1 | Vision for Growth
In today’s fast-changing financial landscape, growth takes more than strong numbers—it takes vision. In this episode of Beyond the Balance Sheet, finance leaders discuss how to lead with strategy and confidence now and in the future.
- Redefine what “growth” means for modern finance teams
- Explore the evolving role of finance as a driver of transformation
- Learn how leaders turn data and insight into forward momentum
Tune in for a 20-minute conversation that inspires finance to think bigger and lead boldly. Looking for fast
Looking for the highlights? Our Quick Hit Videos break down the episode’s biggest insights into quick, shareable clips.
Episode 2 | AI — Hype or Game-Changer?
AI is everywhere—but how much of it truly impacts finance? In this episode of Beyond the Balance Sheet, we unpack what’s hype and what’s actually helping finance teams work smarter.
- Explore where AI delivers measurable value in finance operations
- Learn how to separate practical tools from buzzword promises
- Hear how finance leaders are preparing for the next AI evolution
Watch this 20-minute conversation to gain clarity, direction, and confidence in your AI strategy.
Looking for the highlights? Our Quick Hit Videos break down the episode’s biggest insights into quick, shareable clips.
Episode 3 | The Role of Business Travel
Business travel is evolving—and finance plays a bigger role than ever. In this episode of Beyond the Balance Sheet, leaders discuss how travel strategy can drive connection, culture, and growth.
- Understand the changing dynamics of corporate travel in 2025
- Explore how technology and data shape smarter travel decisions
- Learn how finance can balance cost, compliance, and sustainability
Watch this 20-minute episode to see how travel fits into the bigger financial picture.
Looking for the highlights? Our Quick Hit Videos break down the episode’s biggest insights into quick, shareable clips.
Episode 4 | Integrations: Making Every Connection Count
Finance integrations are more than just connecting systems—they’re about aligning teams, orchestrating data, and turning information into actionable insight. In this episode, Nicole talks with Fred Fredericks, General Manager and Chief Product Officer at SAP Concur, about what “good integration” looks like in 2025, common pitfalls, and how finance and IT can collaborate to drive smarter decision-making.
- How to prioritize integrations for maximum ROI
- Key challenges and how to overcome them
- Strategies for improving visibility, control, and efficiency
Watch now to get practical insights for connecting systems strategically, not just technically.
Looking for the highlights? Our Quick Hit Videos break down the episode’s biggest insights into quick, shareable clips.