AI Use Cases: Successes, Failures, Lessons Learned, and Best Practices

Before joining the round table, take a few minutes to think about one AI initiative your organization has implemented or is currently evaluating. The objective is not to present a polished success story—it is to share practical experience that other finance leaders can learn from.

What We'll Discuss

During this confidential round table, participants will compare real-world AI initiatives and discuss:

AI use cases that delivered measurable value
AI initiatives that fell short of expectations
Lessons learned during implementation and adoption
Practical best practices that other finance leaders can apply
Questions and challenges organizations continue to face

Come Prepared to Share

Please be prepared to briefly discuss one AI use case from your organization.

Helpful questions to consider:

What business problem were you trying to solve?
Why was AI selected?
What worked well?
What didn't go as planned?
What lessons would you share with another CFO?
What would you do differently if starting again?

There is no expectation that your initiative was a success. Valuable learning often comes from projects that encountered unexpected challenges.

What Makes This Discussion Valuable

This is a confidential peer conversation—not a presentation. Participants are encouraged to speak openly about real experiences, practical challenges, and lessons learned. The discussion is designed to help finance leaders learn from one another's experiences rather than vendor demonstrations or theoretical AI concepts.

Session Objective

The purpose of this round table is to help CFOs compare real-world AI initiatives, understand what produced value, identify where adoption stalled, and exchange practical insights they can apply within their own organizations.