A Private Forum for CFOs Navigating AI Decisions
Small, confidential virtual round tables for CFOs and senior finance leaders comparing notes on AI initiatives, ROI assumptions, governance, adoption, hidden costs, vendor claims, and organizational impact.
No presentations. No panels. No sales pitch.
Confidential Peer Discussion
What CFOs Say About the Round Tables
Hear directly from finance leaders who have participated in our CFO AI Round Tables.
“The CFO AI Round Table was extremely valuable. Hearing directly from other finance leaders about what they’re actually doing with AI—what’s working, what isn’t, and the challenges around adoption, governance, and ROI—gave me several new ideas and perspectives. I especially valued the candid breakout discussion and look forward to future sessions.”
“The CFO AI Round Table is a great way for financial leaders to discuss various aspects of AI including problems and solutions around AI adoption, implementation, ROI, risk and governance. These discussions make the leaders more effective in their decision making which creates efficient organizations. Ground level issues post implementation can be expensive, and these discussions can help leaders avoid mistakes by hearing others’ experiences and be proactive in their own management of AI.”
“The CFO AI Round Table was a worthwhile and highly practical discussion. I particularly valued the focus on the issues CFOs are actually facing around AI — including ROI, governance, risk, and moving from experimentation to disciplined adoption.”
What CFOs Gain
Peer Insight
Hear what other CFOs and finance leaders are seeing, testing, questioning, and prioritizing around AI.
Sharper Questions
Pressure-test assumptions around ROI, vendor claims, hidden costs, adoption, governance, risk, and potential business impact.
Better Preparation
Leave better prepared for conversations with CEOs, boards, investors, vendors, and operating leaders.
Confidential Perspective
Participate in a private, invitation-only setting designed for candid executive discussion.
This Is Not a Webinar
No presentations. No panels. No sales pitch.
These are small, one-hour, peer-level conversations designed for CFOs and senior finance leaders who want to compare notes in a confidential setting. The value is not in a slide deck. The value is hearing what other finance leaders are actually seeing, asking, and deciding as AI moves deeper into the enterprise.
What We Discuss
How It Works
Private and Invitation-Only
Designed for CFOs and senior finance leaders.
Small Group Format
Kept intentionally small so every participant can contribute.
One-Hour Virtual Session
Efficient, focused, and designed around real CFO questions.
Confidential Discussion
No recording for public distribution. No sales pitch. No vendor presentation.
Who Should Attend
The CFO AI Round Tables are designed for CFOs and senior finance leaders at mid-market organizations who are being asked to evaluate, govern, fund, explain, or support AI initiatives across the enterprise.
Live Forum
November
12
2026
Thursday · 8:00 a.m. PT
AI Tools & Applications in Finance
Upcoming CFO AI Round Table — November 12, 2026
The November 12 Round Table at 8:00 a.m. PT will focus on AI tools and applications being evaluated and used across finance departments. As of November 1, 2026, 52 CFOs and senior finance leaders have accepted our invitation.
Participants will exchange practical experiences involving finance automation, ERP capabilities, forecasting, analysis, productivity, and emerging AI applications.
Accepted invitations are not confirmed attendance.
Request an InvitationRequest an Invitation
If you are a CFO or senior finance leader interested in joining an upcoming session, request an invitation and we will follow up with available dates.
Request Consideration
Participation is limited to maintain a senior, peer-level discussion among experienced CFOs and finance leaders.