June 23 Round Table
A confidential discussion for CFOs on AI governance, ROI, and responsible execution.
This round table is designed as a practical, peer-level conversation for finance leaders navigating the fast-moving realities of AI. We will explore how CFOs can evaluate AI investments, identify hidden costs, strengthen governance, and determine where AI can create measurable business outcomes rather than isolated experimentation.
Discussion Focus
We will use the session to explore:
- How CFOs should evaluate AI investments before costs and risks scale
- Where hidden costs typically appear in AI adoption
- What responsible AI governance looks like from a financial leadership perspective
- How finance leaders can pressure-test vendor claims, ROI assumptions, and execution readiness
- How AI can move from productivity tool to strategic thought partner for executive decision-making
- How CFOs should think about vendor obligations, contracting risk, and ownership of AI-related responsibilities
We will use Bird & Bird’s Contracting for Artificial Intelligence Systems as a reference point, not as required reading, to help ground the conversation in practical questions around vendor obligations, governance, risk ownership, and ROI.
Participants

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…
LinkedIn
Mark Purowitz
LinkedInSubject Matter Experts

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…
LinkedIn
Son-U Michael Paik
AI Governance Expert
General Counsel of BABL.ai and Founder and CEO of GRC Solutions Korea. Michael helps organizations build AI governance, risk management, and documentation frameworks that are…
LinkedIn
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…
LinkedIn
Sarah Cornett
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…
LinkedInFacilitator

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 turning AI from experimentation into measurable business outcomes through stronger strategy, governance, and financial discipline.
LinkedInConfidentiality
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 should avoid sharing confidential company information or other 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