AI Is Moving Fast. Are Your Investment Decisions Keeping Up?
Your teams are exploring AI. Vendors are promising efficiency. Leadership wants measurable results.
But which opportunities are worth funding? What will implementation really cost? And how do you know when a pilot is ready to scale—or when it’s time to stop?
CFO AI Advisors brings practical, decision-focused workshops to finance leaders who need answers before committing more capital.
Less AI Hype. More Business Value.
The Pressure to Adopt AI Is Real. So Is the Pressure to Get It Right.
- Your leadership team wants AI results. Can you explain where the financial value will come from?
- Your organization has AI ideas. Do you know which ones are worth pursuing?
- A vendor promises significant savings. Have you accounted for the full cost of making the solution work?
- A pilot shows promise. What evidence would justify investing more?
- Everyone wants to move faster. Who is accountable for the outcomes, risks, and ongoing costs?
You don’t need to become an AI engineer. You need a defensible way to evaluate opportunities, challenge assumptions, and make decisions your organization can stand behind.
Three AI Decisions Every Finance Leader Must Get Right
Start with the decision in front of you. Each workshop tackles a different challenge, with practical frameworks and deliverables you can take back to your organization.
Executive Workshop · Finance Leadership
CFO AI Readiness Workshop
Your organization is experimenting with AI. Is it ready to scale?
Pilots and productivity gains are only the beginning. Before committing more capital, you need to know where value comes from, what capabilities are missing, and what governance must be in place.
Your Deliverables
- CFO AI Readiness Toolkit for evaluating AI investment proposals
- Prioritized AI use cases scored on value, feasibility, and risk
- 90-day action roadmap for responsible AI adoption
Sarah Cornett
Founder & CEO, Global AI Advisors
Former Fortune 500 banking AI product leader; advises executives and boards on AI strategy and governance.
- Date and time
- Thursday, October 29, 2026 · 11:00 AM–2:30 PM ET
- Format
- Virtual · Half-day
- Capacity
- 15 seats · 10 minimum to confirm
Hands-On Working Session
The AI Pilot Launchpad — For CFOs
You have AI opportunities on the table. Which pilot should you launch first?
The wrong first pilot wastes time, budget, and executive confidence. Something too ambitious — or too vague to measure — makes value hard to prove.
Your Deliverables
- AI Pilot Brief™ ready to present to your CEO
- Pilot selected using the PACED ROI™ framework
- Assumptions pressure-tested against real readiness gaps
John Michael Thomas
Fractional Chief AI Officer & Executive AI Advisor
Author of Lead AI with Confidence; helps non-technical executives connect AI investment to results.
- Date and time
- Thursday, November 5, 2026 · 8:00 AM–12:30 PM Pacific Time
- Format
- Live online · 4.5 hours
- Capacity
- 8 seats
Investment & ROI Session
Which AI Projects Deserve Your Budget?
An AI proposal looks promising. But does the business case hold up?
Every department can make a case for AI. Before you approve the spend, you need to know what problem you're solving, what it costs today, and what evidence would justify the investment.
Your Deliverables
- AI Investment Brief built around your actual opportunity
- Economics pressure-tested before capital is committed
- Clear next move: fund, investigate, fix first, or stop
Aarti Anand, PhD
Founder & Principal Advisor, Kodenyx AI
15 years building enterprise software and AI portfolios. Kodenyx sells no software and earns no vendor commissions.
- Date and time
- Tuesday, November 17, 2026 · 11:00 AM–12:30 PM ET
- Format
- Live virtual · 90 minutes
- Capacity
- 12 CFOs
Where Are You in Your AI Decision?
Find the situation that matches yours.
“We’re exploring AI, but need a clearer path forward.”
Recommended
CFO AI Readiness Workshop“We need to choose and launch a practical AI pilot.”
Recommended
The AI Pilot Launchpad“We have a proposal and need to decide whether it deserves funding.”
Recommended
Which AI Projects Deserve Your Budget?These are independent workshops, not a required sequence. Attend the one that fits the decision in front of you.
Don’t Just Learn About AI. Work Through the Decision in Front of You.
The most useful AI conversation is not another discussion about what the technology might do. It is a focused examination of what your organization should do next.
Real business questions
Evaluate actual opportunities, investment requests, or organizational readiness challenges.
Practical decision tools
Work with frameworks, checklists, and structured deliverables designed for executive decision-making.
Clear next steps
Leave with a roadmap, a pilot plan, or an investment brief—not just notes from a presentation.
Grounded in the financial discipline CFO AI Advisors applies to AI decisions—the full cost of execution and governance, measurable value, and responsible adoption.
Before You Commit More Capital to AI, Get Clear on the Decision.
Whether you’re determining readiness, selecting a pilot, or evaluating a specific investment, the next step should be grounded in business value—not hype or assumptions.