July 23 Virtual Round Table — CFO AI Advisors

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. Building on the Topic Primer, 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/86725040710?pwd=jbhIgjbk0ItYUMvSvbbZApodkGGfvh.1

Discussion Focus

We will use the session to explore:

Why the business rationale should come before AI ROI calculations
The executive questions CFOs should ask before evaluating an AI investment
What assumptions need to be true before an AI business case is credible
How finance leaders define success before evaluating ROI
How CFOs can challenge AI proposals with greater financial discipline
How better questions lead to better AI investment decisions

Read the Topic Primer Before the Discussion

Before AI ROI: The Business Rationale

Many AI discussions begin with ROI, but finance leaders are often asked to evaluate investments before the business rationale is fully defined. This primer explores the executive questions that should come first—including why AI is being considered, what business outcome is expected, who benefits, what assumptions need to hold true, and how success should be defined. Reading it beforehand will provide common context for a more productive peer discussion.

Read the Full Topic Primer

Participants

Chantal Schutz

Chantal Schutz is a Canadian CPA, CA with over 20 years of experience leading public and private companies through growth, financing, and strategic transformation. She…

Mark Purowitz

Mark Purowitz is a retired Big Four M&A Partner, operating executive, entrepreneur and board member with 40+ years of experience driving organic and inorganic growth…

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,…

Sameh Hablas

Founder & CEO of American Plus Project Management, an award-winning AI, Cybersecurity, and Digital Transformation consultancy serving government entities, regulators, and enterprise organizations across the…

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.…

Rekha Kapania

Strategic, results-driven finance and operations executive with 25+ years of experience across hi-tech corporate, Big 4, and non-profit sectors. Proven track record of improving organizational…

Jayaraman Swaminathan

Jay Swaminathan is a finance and technology leader with 25 years of experience spanning accounting, audit, ERP transformation, and enterprise AI. He currently leads finance…

Raymond H. Langhaim

Ray serves as the Chief Financial Officer at Becklar, bringing extensive experience from board positions and executive finance roles at organizations including NICE inContact, AccessData,…

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…

Paul Cordasco

Chief Financial Officer and CPA with extensive experience leading financial strategy, accounting, compliance, and operational finance within professional services and highly regulated environments. Proven ability…

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…

Raphael Benhamou

Raphael Benhamou is a fractional CFO and strategic advisor to founder-led and investor-backed companies at inflection points, across deep-tech, healthtech, biotech, SaaS, fintech, and climate…

Jorge Sanchez

Brennan Plaetzer

Thomas Benedetto

Karen Russell

Alexandria Ramirez

Aaron Kesler

Craig Gainsboro

Christina Ross

Carlos Bohorquez

Ran Daniel

Maria Rueda

Gangesh Chawla

Don King

Faisal Yasin

Yoav Ron

Gene White

George Antony

Joy Mbanugo

Marc Diamant

Dr. Kerim Kazgan

Raman Nagarajan

Subject Matter Experts

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…

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