A Senior Advisory Bench for CFOs Navigating AI

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.

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.

RaSheem Barnett

AI Process Transformation Expert

Founder and CEO of Emagine Reality and co-founder and COO of BIG Intelligence. RaSheem spent his career leading technology programs inside global enterprises and now advises both enterprise and mid-market organizations, including those in highly regulated industries, on applying AI to real operational challenges. He helps leaders redesign processes before layering in technology, turn business data into better decisions, and produce measurable improvements in performance, capacity, and execution.

Rekha Kapania

Executive Finance & Operations Expert

Former COO and CFO with more than 20 years of executive leadership across technology, nonprofit, and public-company organizations. Rekha advises CEOs, Boards, and finance leaders on enterprise strategy, financial governance, operational transformation, capital planning, and organizational change. She has led companies through CEO transitions, IPO and SPAC readiness, strategic planning, and large-scale operational improvements while managing complex financial operations and board relationships.

Keith Sartain

Fractional CAIO

Keith Sartain spent his career as an engineering leader — operating as a CxO across multiple disciplines before AI made that combination genuinely essential. Today he channels that experience into SARIET, where he serves as a fractional Chief Artificial Intelligence Officer for companies navigating the shift from AI curiosity to AI operations.

John Michael Thomas

AI Transformation Expert

John Michael Thomas is an AI transformation consultant, fractional CAIO, and author of the book Lead AI with Confidence. He works with C-suite executives to close the gap between AI investment and AI results, guiding the leadership, adoption, and governance decisions that determine whether initiatives actually deliver value. His AI-First Transformation Framework gives non-technical executives a proven, structured path to evaluate AI initiatives and build durable AI value without breaking the budget.

Alan Knox

AI Technical Expert

Technical Lead at Fathom. COO at CtiPath. VP Product Development at Quantaviable. With over 40 years in technology and 30 years in AI, Alan designs and builds enterprise-grade AI systems for companies in regulated industries.