Advisors

A Senior Advisory Bench for CFOs Navigating AI

CFO AI Advisors brings together experienced finance leaders, AI specialists, governance advisors, workforce adoption experts, and implementation partners to help CFOs evaluate AI opportunities with financial discipline and executive judgment.

Core Bench

Led by Ron Morris, Supported by a Curated Bench

The advisory bench brings together complementary expertise across AI strategy, workforce adoption, governance, enterprise execution, and organizational change. Every advisor is selected for the ability to work alongside CFOs and senior leadership teams, where executive judgment, discretion, and practical business context matter as much as technical expertise.

Ron Morris

Founder & CFO AI Advisory Lead

Ron Morris helps CFOs and senior finance leaders navigate AI decisions, use AI as a strategic thought partner, and bring greater financial discipline and executive judgment to AI-related opportunities. His background spans Big 4 experience, financial modeling, M&A due diligence, executive communication, and AI advisory work. He leads engagements directly with CFO clients.

Typical discussions include AI strategy, board preparation, vendor evaluation, executive communication, and enterprise decision support.

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Sarah Cornett

AI Strategy, Adoption & Executive Readiness Advisor

Sarah Cornett supports CFO AI Advisors clients on AI strategy, executive readiness, responsible AI adoption, and governance considerations. She helps leadership teams evaluate AI opportunities, organizational readiness, and the practical implications of enterprise AI adoption.

Typical discussions include AI governance, executive readiness, adoption strategy, and organizational planning.

Shelley Morris

Workforce Adoption, Training & Organizational Change Advisor

Shelley Morris brings executive leadership experience in workforce development, organizational change, strategic partnerships, and learning strategy. She helps CFO AI Advisors clients think through the people and organizational considerations that influence successful AI adoption, including leadership readiness, workforce development, change management, and executive alignment. Shelley also works with the broader advisory bench to bring together the right expertise based on each client's priorities and needs.

Typical discussions include workforce adoption, leadership readiness, change management, executive education, and enterprise learning strategy.

Extended Bench

Extended Advisory Bench

Certain client engagements benefit from specialized expertise beyond the core advisory bench. When appropriate, CFO AI Advisors may introduce independent advisors with deep experience in specific industries, functional areas, or AI-related disciplines. To respect client and advisor confidentiality, these advisors are presented without attribution.

Advisor

Enterprise CFO / COO, AI Governance & Operational Transformation Advisor

Presented without attribution to preserve client and advisor confidentiality.

An additional executive perspective CFO AI Advisors can bring into CFO discussions when appropriate — particularly where financial discipline, governance considerations, operational execution, and cross-functional leadership are important.

Best Suited for Discussions Involving

AI operating model redesign
Enterprise modernization
AI governance and oversight
Technology investment evaluation
Capital allocation decisions
Finance and operations transformation
ERP, HRIS, CRM, and reporting modernization
Workflow automation
M&A and post-merger integration
Board and executive decision support
Cross-functional operational execution
Compliance and governance considerations

Get Started

Bring CFO Discipline to AI Decisions

If you are a CFO or senior finance leader evaluating how AI affects investment decisions, ROI, governance, finance workflows, board communication, or executive decision-making, CFO AI Advisors can help you bring structure to the work already in front of you.

Schedule a Confidential AI Decision Review