CFO Round Tables

A Private Forum for CFOs Navigating AI Decisions

Small, confidential virtual round tables for CFOs and senior finance leaders comparing notes on AI initiatives, ROI assumptions, governance, adoption, hidden costs, vendor claims, and organizational impact.

No presentations. No panels. No sales pitch.

Eight professional business people in a video conference grid, wearing business attire against modern office backgrounds.

Confidential Peer Discussion

What CFOs Say About the Round Tables

Hear directly from finance leaders who have participated in our CFO AI Round Tables.

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The CFO AI Round Table was extremely valuable. Hearing directly from other finance leaders about what they’re actually doing with AI—what’s working, what isn’t, and the challenges around adoption, governance, and ROI—gave me several new ideas and perspectives. I especially valued the candid breakout discussion and look forward to future sessions.
Irene Da Silva
Chief Financial Officer & Vice President, Global Finance & FP&A
Portrait of a woman with long dark wavy hair wearing a black blazer against a neutral background
The CFO AI Round Table is a great way for financial leaders to discuss various aspects of AI including problems and solutions around AI adoption, implementation, ROI, risk and governance. These discussions make the leaders more effective in their decision making which creates efficient organizations. Ground level issues post implementation can be expensive, and these discussions can help leaders avoid mistakes by hearing others’ experiences and be proactive in their own management of AI.
Rekha Kapania
Chief Financial Officer
Professional woman with black hair wearing a navy blazer and white shirt, with a city skyline visible through the window behind her
The CFO AI Round Table was a worthwhile and highly practical discussion. I particularly valued the focus on the issues CFOs are actually facing around AI — including ROI, governance, risk, and moving from experimentation to disciplined adoption.
Mariamna Van Culin
Chief Financial Officer

What CFOs Gain

Peer Insight

Hear what other CFOs and finance leaders are seeing, testing, questioning, and prioritizing around AI.

Sharper Questions

Pressure-test assumptions around ROI, vendor claims, hidden costs, adoption, governance, risk, and potential business impact.

Better Preparation

Leave better prepared for conversations with CEOs, boards, investors, vendors, and operating leaders.

Confidential Perspective

Participate in a private, invitation-only setting designed for candid executive discussion.

This Is Not a Webinar

No presentations. No panels. No sales pitch.

These are small, one-hour, peer-level conversations designed for CFOs and senior finance leaders who want to compare notes in a confidential setting. The value is not in a slide deck. The value is hearing what other finance leaders are actually seeing, asking, and deciding as AI moves deeper into the enterprise.

What We Discuss

AI initiative priorities
ROI and business case assumptions
Vendor claims and tool selection
Hidden costs and Total Cost of AI Execution
Governance and accountability
Adoption challenges
Risk and regulatory considerations
Finance team productivity
Board, CEO, investor, and operating leader communication
How CFOs are using AI as a strategic thought partner

How It Works

Private and Invitation-Only

Designed for CFOs and senior finance leaders.

Small Group Format

Kept intentionally small so every participant can contribute.

One-Hour Virtual Session

Efficient, focused, and designed around real CFO questions.

Confidential Discussion

No recording for public distribution. No sales pitch. No vendor presentation.

Who Should Attend

The CFO AI Round Tables are designed for CFOs and senior finance leaders at mid-market organizations who are being asked to evaluate, govern, fund, explain, or support AI initiatives across the enterprise.

CFOs
Finance leaders
Corporate controllers
FP&A leaders
Finance transformation leaders
Senior executives involved in AI initiative evaluation, ROI, governance, or adoption decisions

Upcoming Sessions

CFO AI Round Tables are small and invitation-only to preserve the quality of the conversation. Sessions are offered on Thursdays at 8:00 AM PT.

September 24 · 8:00 AM PTOpen
October 22 · 8:00 AM PTOpen

Hosted by CFO AI Advisors

CFO AI Advisors is an executive advisory practice focused on helping CFOs and senior finance leaders navigate AI decisions with stronger financial discipline, practical judgment, and business rigor.

The Round Tables are designed around the real AI questions landing on the CFO’s desk: ROI assumptions, hidden costs, governance, adoption, accountability, risk, executive communication, and organizational impact.

More than two decades of executive advisory experience
Fortune 100 experience
Advisors with CFO, finance, operating, governance, and AI execution backgrounds
Experience with AI execution in regulated industries such as banking and healthcare
Focused on CFO-level decision support, not software sales

Request an Invitation

If you are a CFO or senior finance leader interested in joining an upcoming session, request an invitation and we will follow up with available dates.

Request Consideration

Participation is limited to maintain a senior, peer-level discussion among experienced CFOs and finance leaders.

Date(s) Preferred

Select all that apply. CFOs may attend more than one round table.

Join a Private CFO Conversation on AI

Compare notes with other finance leaders, pressure-test your thinking, and leave better prepared for the AI decisions already landing on your desk.

Request an Invitation