August 20 Round Table · 8:00 AM PT

August 20 Round Table

A confidential discussion for CFOs on AI investments, governance, ROI, and executive decision-making.

This round table is designed as a practical, peer-level conversation for finance leaders who want to strengthen how they evaluate AI investments. We will explore the questions CFOs should ask before committing to an AI initiative — and how asking better questions can lead to better-informed investment decisions.

The session is designed as an interactive discussion rather than a presentation. Participants are encouraged to share experiences, questions, and practical observations from their own organizations.

Zoom Invite Link

https://us06web.zoom.us/j/88979911112?pwd=HglPvzac5cSeD5BNKfKvwtxyRA4BNA.1

Featured Discussion: AI Use Cases—What's Working and What Isn't

Join fellow CFOs and finance leaders for a candid discussion on real-world AI use cases, including successes, failures, lessons learned, and best practices.

Share an AI use case your organization has implemented.
Discuss what worked, what didn't, and the lessons learned.
Exchange practical best practices with fellow finance leaders.

Come Prepared to Share

Participants are encouraged to bring one AI use case from their organization for discussion. This is a confidential, peer-led conversation focused on practical insight, real experiences, and candid learning—not product demonstrations or sales presentations.

Participant Discussion Guide

To help make our discussion more valuable, we invite participants to review this brief discussion guide before the session. It outlines the conversation format and provides a simple framework for preparing one AI initiative your organization has implemented, piloted, or seriously evaluated.

Whether your experience involved measurable success, unexpected challenges, or an initiative still under evaluation, your perspective will contribute to a richer peer discussion.

View Participant Discussion Guide

Participants

Mariamna Van Culin

Mariamna Van Culin is a CFO/COO and strategic finance executive with experience in finance, operations, risk management, capital planning, internal controls, and enterprise process improvement.…

Steve Blake

STEVEN R. BLAKE — CPA, CGMA, MBA, FHFMA. Mr. Blake is currently the President and Owner of an accountancy corporation, licensed in the State of…

Griffen Stapp

Griffen Stapp is the CEO and CFO at Ability Central, where he leads efforts to advance communication access and inclusion for people who are Deaf,…

James T. (Jim) Metzger

An experienced senior financial and operations executive, Jim is Reed Smith's global chief financial officer. He oversees finance and accounting operations across the firm's offices…

Steve Plowman

CFO at SixFifty, a legal software company in the HR compliance space. Steve has been fortunate to work for several companies that had successful exits.…

Nemin Shah

Nemin Shah is an Indian CPA and has completed the Advanced Diploma in International Tax (ADIT) from the Chartered Institute of Taxation, UK. Nemin has…

Bruno Boustani

Bruno Boustani has 30 years of experience as a senior executive, mostly in Saudi Arabia. He has more than 15 years of Strategy Consulting experience…

Rajiv Bhagat

Rajiv Bhagat is a Partner and Fractional CFO with TechCXO and has served as the CFO at Atombeam Technologies Inc. since 2023. Rajiv has over…

Marc Diamant

Marc Diamant, CPA, MBA, CMA, is the Chief Financial Officer at Handi Foods Ltd., specializing in value creation, growth acceleration, and operational turnarounds for private…

Kevin Krese

Kevin Krese is a chief financial officer with oversight of financial operations, including accounting, treasury management, revenue, and strategic pricing. He has significant experience with…

Stephen Voorhees

Stephen Voorhees, CPA and CGMA is the CFO of Health Care Management Systems, a conglomeration of healthcare companies serving both pediatric and geriatric clients in-home…

Mark Cantaluppi

Mark P. Cantaluppi is an accomplished C-Suite executive with nearly 30 years of experience at public and private companies. While the preponderance of his career…

Rahul Sheth

Rahul is a finance and operations executive with more than 20 years of experience building and scaling high-growth technology companies from early-stage startups through IPO…

Eliana Castillo

Eliana Castillo is a senior finance operator with experience across finance transformation, M&A integration, legal entity management, systems consolidation, and AI enablement. Across Autodesk, Twilio,…

Ted Galovan

Ted Galovan has led both private and public companies as Chief Financial Officer and VP Business Development, from startup companies to multibillion-dollar businesses operating in…

Michelle Schwalbach

Michelle Schwalbach, CPA, is Chief Financial Officer of Growth Acceleration Partners (GAP), a global technology services company specializing in software development, data engineering, modernization and…

Kevin Paprzycki

C-level financial and executive leader with cleantech, manufacturing, aerospace, software and mining expertise. Twenty-five plus years' experience primarily with public companies, PE, startups, and IPOs.

Leon Weiss

Leon Weiss is Chief Financial Officer for middle-market software and technology companies, guiding them through growth, private equity ownership, and M&A transactions. He currently serves…

Alan Peng

Alan Peng is a senior finance and operating executive with more than 20 years of experience spanning private equity-backed companies, corporate finance, M&A, strategic transformation,…

Craig Giannantonio

Craig Giannantonio is a Chief Financial Officer with over two decades of experience scaling SaaS, privately held, and family office portfolio companies through periods of…

Irene Da Silva

Irene Da Silva is a senior finance executive with more than 20 years of experience building and scaling financial infrastructure across PE-backed, multi-site, and technology-enabled…

Donald Peaks

Donald Peaks is a seasoned credit union executive with more than 20 years of experience leading lending, finance, operations, risk management, and member experience functions.…

Don King

Thomas Benedetto

Andrew Platt

Jeremy James

William Moylan

Sarah Schlott

Brenton Westrich

Erika Martens

Charlotte Radmilovic

Brett Kirkham

Ryan Bateman

Dan Bauer

Aaron Kesler

Ameya Oke

Jonathan Vinson

Kobi Brenner

Liping Qi

Gaelle Seide

Minas Sahakyan

Brooks Ensign

Michael Constantino

Kevin McArdle

Subject Matter Experts / Facilitators

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…

Sarah Cornett

AI Strategy & Governance Expert

Founder and CEO of Global AI Advisors. Sarah works with CFOs and executive teams to clarify where AI should create value, design practical governance, and…

Shelley Morris

Workforce Transformation Expert

Executive-level experience in workforce training, leadership development, global partnerships, and organizational change. Shelley helps clients address the people side of AI adoption, covering areas like…

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…

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…

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…

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…

Facilitator

Portrait of an older man with white hair wearing a navy blazer and light blue shirt, smiling at the camera indoors

Ron Morris

Managing Partner, Feedback Systems, Inc. · Founder, CFO AI Advisors

Ron Morris is Managing Partner of Feedback Systems, Inc., Founder of CFO AI Advisors, and Strategic Advisor to Global AI Advisors. Ron helps finance leaders use AI as a strategic thought partner to strengthen decision-making, pressure-test assumptions, evaluate tradeoffs, and prepare for higher-quality executive and board-level discussions. His work focuses on helping organizations move AI initiatives from experimentation toward measurable business outcomes through stronger strategy, governance, and financial discipline.

Confidentiality

This session is intended to support a candid, peer-level discussion. The session may be recorded for the limited purpose of preparing a written summary of key themes and insights. Any public summary will be non-confidential, non-personal, and non-attributed unless express permission is provided. Participants are encouraged to avoid sharing confidential, proprietary, or otherwise sensitive information during the discussion.

Disclaimer

This round table is for educational and discussion purposes only. The session does not provide legal, accounting, tax, cybersecurity, regulatory, or investment advice. Any materials or comments shared are intended to support executive-level discussion and should not be relied upon as a substitute for advice from qualified professional advisors. Participants remain responsible for their own business decisions, vendor evaluations, and governance practices.

Interested in an Ongoing CFO AI Peer Group?

Following the private CFO round table conversations, selected participants may be invited to join a small ongoing CFO AI Advisory Circle.

The Advisory Circle is designed for CFOs and senior finance leaders who want to continue discussing AI strategy, ROI, governance, practical use cases, finance workflows, and executive decision-making in a private peer-level setting.

Express Interest