September 24 CFO AI Round Table8:00 AM PT

September 24CFO 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/81460894286?pwd=QaIVGN9QSx7aykh0DJx1418sEqEqvQ.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

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…

Leon Weiss

Leon Weiss is Chief Financial Officer for middle-market software and technology companies, guiding them through growth, private equity ownership, and M&A transactions. He currently serves…

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.…

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…

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…

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…

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…

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…

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…

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.

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…

Alan Peng

Alan Peng is a senior finance and operating executive with more than 20 years of experience spanning private equity-backed companies, corporate finance, M&A, strategic transformation,…

Marc Diamant

Marc Diamant, CPA, MBA, CMA, is the Chief Financial Officer at Handi Foods Ltd., specializing in value creation, growth acceleration, and operational turnarounds for private…

Stefan McDaniel

Stefan McDaniel is Chief Financial Officer of Kalmbach Feeds, a diversified, family-owned animal nutrition and agriculture company. He leads the company's finance organization, including accounting,…

Jeremy James

Brenton Westrich

Don King

Thomas Benedetto

Michael Constantino

Round Table Facilitators

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…

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…

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…

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…

Keith Sartain

Fractional CAIO

Keith Sartain spent his career as an engineering leader — operating as a CxO across multiple disciplines before AI made that combination genuinely essential. Today…

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…

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