September 24 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 who want to strengthen how they evaluate AI investments. We will explore the questions CFOs should ask before committing to an AI initiative — and how asking better questions can lead to better-informed investment decisions.
The session is designed as an interactive discussion rather than a presentation. Participants are encouraged to share experiences, questions, and practical observations from their own organizations.
Featured Discussion: AI Use Cases—What's Working and What Isn't
Join fellow CFOs and finance leaders for a candid discussion on real-world AI use cases, including successes, failures, lessons learned, and best practices.
- Share an AI use case your organization has implemented.
- Discuss what worked, what didn't, and the lessons learned.
- Exchange practical best practices with fellow finance leaders.
Come Prepared to Share
Participants are encouraged to bring one AI use case from their organization for discussion. This is a confidential, peer-led conversation focused on practical insight, real experiences, and candid learning—not product demonstrations or sales presentations.
Participant Discussion Guide
To help make our discussion more valuable, we invite participants to review this brief discussion guide before the session. It outlines the conversation format and provides a simple framework for preparing one AI initiative your organization has implemented, piloted, or seriously evaluated.
Whether your experience involved measurable success, unexpected challenges, or an initiative still under evaluation, your perspective will contribute to a richer peer discussion.
View Participant Discussion GuideParticipants
The participant list for this session will be posted shortly. If you've been invited, details will be shared directly with you.
Subject Matter Experts / 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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.
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 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 InterestSponsors
This session is supported by our sponsors, but the discussion remains independent, peer-led, and free of sales presentations.
Sponsored by
Global AI Advisors
AI Strategy, Governance, and Implementation
Sponsored by
CFO AI Advisors
AI Advisory for CFOs