June 30 Virtual Round Table — CFO AI Advisors

June 30 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 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.

Zoom Invite Link

https://us06web.zoom.us/j/87915680383?pwd=6Pqb3ehGcpZjBYAAQaBbXnOuPS2fd9.1

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

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…

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…

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…

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…

Alan Paris

Adjunct Professor and Advisory Board Member for the Strategic Artificial Intelligence Program at the University of San Francisco School of Management, and Chairman of the…

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,…

Jamie Cobb

Jamie Cobb serves as Chief Financial Officer of Columbia Pacific Advisors, an alternative asset manager with $3bln+ of AUM. He joined CPA in 2017, most…

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.…

Maria Borisevich

Maria Borisevich is a healthcare finance executive with nearly 15 years of experience leading financial strategy, accounting, reporting, and operational finance across complex healthcare organizations.…

Joanna Weiss

Joanna Weiss is the Chief Financial Officer of Moffitt Cancer Center in Tampa, Florida and leads all facets of Moffitt's financial operations including accounting, payroll/tax,…

Ron Stevens

Public company and private equity–tested CFO and COO with 30+ years of experience scaling, restructuring, and exiting middle-market and growth companies across consumer, manufacturing, and…

Deep Ghumman

Deep helps Finance Executives reimagine Finance & Accounting as a strategic engine for the future—not just a function that reports on the past. His approach…

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…

Subject 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…

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…

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 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