October 15 CFO AI Round Table8:00 AM PT

October 15CFO AI Round Table

A confidential peer discussion for CFOs on moving AI from successful use cases to scalable enterprise value.

Many organizations are already seeing measurable value from AI in individual workflows and use cases. The harder question is what happens next: Why are some companies getting value from AI but still struggling to scale it?

This round table will bring CFOs together to examine where the scaling process is actually breaking down—including workflow and use-case readiness, data, governance, adoption, organizational ownership, and ROI.

The session is designed as an interactive peer discussion rather than a presentation. Participants will compare experiences, identify the barriers emerging in their organizations, and learn how other finance leaders are approaching the transition from isolated AI wins to repeatable enterprise capability.

Zoom Invite Link

https://us06web.zoom.us/j/86881480980?pwd=C3HthUFqpvemSKiL7aXCquFn2fgurS.1

Featured Discussion: From AI Value to Enterprise Scale

Why are some companies getting value from AI but still struggling to scale it?

AI can create significant value in an individual workflow without the organization being ready—or able—to scale that value more broadly. During this discussion, CFOs will explore where that transition is breaking down:

Use case & workflow: Are we solving a meaningful business problem, and does the solution actually work?
Data: Do we have the quality, access, structure, and permissions required to scale?
Governance: Who owns the decisions, risks, guardrails, security, privacy, compliance, and accountability?
Adoption: Are people actually changing the way they work and using AI consistently?
ROI: Can we credibly demonstrate enough value to justify further investment and scale?

The objective is not simply to identify barriers, but to understand when they emerge, which become the real constraint, and what organizations are doing to move past them.

The CFO Perspective

Scaling AI is not solely a technology challenge.

It raises questions about capital allocation, ROI, organizational ownership, operating-model change, risk, governance, workforce adoption, and the infrastructure required to support broader deployment.

That puts CFOs in a particularly strategic position: helping the organization determine where AI is creating real value, what is preventing that value from scaling, and which constraint is worth solving next.

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…

Irene Da Silva

Irene Da Silva is a senior finance executive with more than 20 years of experience building and scaling financial infrastructure across PE-backed, multi-site, and technology-enabled…

Stephen Voorhees

Stephen Voorhees, CPA and CGMA is the CFO of Health Care Management Systems, a conglomeration of healthcare companies serving both pediatric and geriatric clients in-home…

Brad Bonneau

Brad Bonneau is an experienced senior financial executive with more than 25 years of experience, including over 15 years in the legal industry. He currently…

Kevin Krese

Kevin Krese is a chief financial officer with oversight of financial operations, including accounting, treasury management, revenue, and strategic pricing. He has significant experience with…

Brenden Scherr

Brenden has over 30 years of progressive experience across military operations and training, commercial building construction and management, engineering, insurance marketing, and general business administration.…

Cecil Wilson III

Cecil’s journey began in Seattle, WA, as a Certified Public Accountant and auditor with Ernst & Young, CPAs. This began a 45-year career in financial…

Jeffrey Lieberman

Jeffrey B. Lieberman, CPA, MBA, is a versatile controller and financial executive who brings a Big 4 accounting foundation, strong business acumen, and extensive financial…

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,…

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…

Kevin Paprzycki

C-level financial and executive leader with cleantech, manufacturing, aerospace, software and mining expertise. Twenty-five plus years' experience primarily with public companies, PE, startups, and IPOs.

Shankar Swamy

Shankar Swamy is a senior finance executive with over 20 years of experience, most recently serving as head of global FP&A for Zoetis. Prior to…

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…

Rajiv Bhagat

Rajiv Bhagat is a Partner and Fractional CFO with TechCXO and has served as the CFO at Atombeam Technologies Inc. since 2023. Rajiv has over…

Robby Mosier

Robby Mosier is the Global COO/CFO of Creative Family of Companies, a diversified portfolio of businesses spanning homebuilding, custom construction, flooring, title services, and real…

Mark Cantaluppi

Mark P. Cantaluppi is an accomplished C-Suite executive with nearly 30 years of experience at public and private companies. While the preponderance of his career…

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…

Jeremy James

Mary Kittrelle

Elias Nader

Michael Markivich

Will Robalino

Thomas Benedetto

Lars Zinck

Brett Kirkham

Rik De Lange

Jacqueline Ebarb

Daniela Stefan

Erik Hesler

Jonathan Vinson

Dan Bauer

Stefanie Luna

Corinne Munoz

Raj Mota

Gary Smith

Michael Vigario

Nicholas Pierce

Peter Kuipers

Brent Brady

Andrew Platt

Amish Pattani

Pedro Langa

David Samuels

Scott Lang

Vasanth Shenai

Round Table Facilitators

John Michael Thomas

AI Transformation Expert

John Michael Thomas is an AI transformation consultant, fractional CAIO, and author of the book Lead AI with Confidence. He works with C-suite executives to…

RaSheem Barnett

AI Process Transformation Expert

Founder and CEO of Emagine Reality and co-founder and COO of BIG Intelligence. RaSheem spent his career leading technology programs inside global enterprises and now…

Neil Morris

Fractional CAIO/CTO/CIO

Neil Morris advises CEOs, boards, and PE sponsors on AI strategy and readiness, cyber and technology risk, M&A integration, and the operating discipline required to…

Aarti Anand

AI Investment & ROI Expert

Aarti Anand is Founder and Principal Advisor of Kodenyx AI, an AI investment advisory practice. She helps CEOs and CFOs of mid-market companies decide what…

Jordan Plawner

Founder, Pacific AI Advisory

Jordan Plawner helps executives and boards align AI with their goals and mission, instead of racing to the bottom with undifferentiated cost-cutting. His core conviction…

Rekha Kapania

Executive Finance & Operations Expert

Former COO and CFO with more than 20 years of executive leadership across technology, nonprofit, and public-company organizations. Rekha advises CEOs, Boards, and finance leaders…

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…

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