Participant Discussion Guide: AI Use Cases

This guide is intended to help you prepare for our Executive AI Round Table discussion. It is not educational content or required reading — it simply outlines the discussion format and helps participants arrive ready to contribute meaningful experiences.

This is a confidential executive discussion — not a presentation. No slides, no polished success stories, and no expectation that every initiative delivered the results you anticipated.

The value of this conversation comes from honest peer exchange: real-world experiences, practical insights, and the lessons finance leaders have drawn from both successes and setbacks.

The goal is meaningful peer learning — not showcasing technology.

Discussion Focus

During this confidential round table, participants will compare real-world AI initiatives and discuss:

AI use cases that created meaningful business value
Initiatives that fell short of expectations and what was learned
Adoption challenges and practical approaches that worked
Questions and challenges organizations continue to face

Come Prepared to Share

Come prepared to discuss one AI initiative your organization has implemented, piloted, or seriously evaluated.

If Implemented or Piloted

The business problem
What worked
What did not work
Adoption experience
Measurable outcomes
What you would do differently

If Still Evaluating

The business case
Decision criteria
Key concerns
Unresolved questions
What is preventing implementation

How to Prepare

✓Identify one AI initiative.
✓Think about the business problem it addressed.
✓Consider what worked and what surprised you.
✓Reflect on challenges or lessons learned.
✓Be prepared to discuss business impact rather than technical implementation.

The objective of this discussion is not to identify a single "right" approach to AI. It is to exchange practical experiences, compare decision-making processes, and learn from the real-world successes and challenges encountered by fellow finance leaders.