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 investments, ROI, governance, adoption, hidden costs, vendor claims, and business value.

No presentations. No sales pitch. Just peer-level discussion.

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

Confidential Peer Discussion

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 business value.

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 investment 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

These sessions are designed for CFOs, senior finance leaders, and finance executives 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 investment, 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 Tuesdays at 7:00 AM and 4:00 PM PT.

Tue, June 16Full
Tue, June 232 spots open
Tue, June 30Open

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: capital allocation, ROI, hidden costs, governance, adoption, accountability, risk, executive communication, and value realization.

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.

Sessions are offered at 7:00 AM and 4:00 PM PT.

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