Brad Morris
Episode Summary: As artificial intelligence reshapes finance operations, how can leaders separate hype from practical value? In this episode of the Emagia AI for Finance Podcast, we dive into the realities of applying Generative and Agentic AI in global credit and accounts receivable management. Our guest explores why robust data foundations are critical, how short-term AI wins should target repetitive, non-value-add tasks, and why proof-of-concept agility is now essential for evaluating new solutions, especially for shared services operations.
Listeners will gain insights on identifying their biggest operational pain points, setting realistic expectations for AI initiatives, and understanding how AI can enhance payment allocations, dispute resolution, and collections management. From managing credit limits to addressing governance challenges, this episode provides actionable guidance for CFOs, credit leaders, and AR teams navigating the AI-enabled future of Order-to-Cash.
Speaker highlights: Brad Morris, the current Head of Acadaemy at research firm Callisto Grand, brings a resume of more than 20 years in international finance. As an advisor, analyst, practitioner, and mentor, Brad has worked to enable financial professionals to make the best and most efficient decisions when it comes to responsible borrowing, data analysis, and customer experience. A commitment to innovation, like those he discusses during the podcast, has been a constant thread throughout his noteworthy career in the industry.
Prior to joining research firm Callisto Grand, Brad worked in credit leadership positions Expedia, Dell Technologies, and Cisco. He also worked in senior risk management positions with GE Capital and Econocom UK.
