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Hey there, CFOs! 💼

In this issue, the role of the CFO expands beyond reporting to that of an operator and strategist who utilizes AI to accelerate research, analysis, and decision-making cadence. Finance leaders view AI as an accelerator rather than a replacement for judgment, using it to clarify complex legal and tax topics and to identify growth opportunities.

Success now combines fundamentals with new skills, such as financial storytelling, context-rich insights, and cross-functional influence. Investments are approached with disciplined pilots, scenario planning, and awareness that many AI features are being integrated into existing tools.

📰 Upcoming in this issue

• 🤖 Your Role as CFO in the Age of AI

• 📊 Silvaco CFO Zeroes In on Predictability

• 📈 CFO’s Guide to AI ROI

📈 Trending news

• Treat Consumer Fintech AI as a CFO Watchlist Item

• Hire a CFO Before You Think You Need One

• Make Embedded Finance a Core Growth Lever

🤖 Your Role as CFO in the Age of AI

Hypepotamus examines how CFOs responsibly fund AI, establish guardrails, and transform experiments into measurable returns. The article highlights the areas where finance leaders must take ownership of ROI, governance, and workforce change.

Read the full article here »

Key Takeaways:

• 📈 Own the Business Case: Define funding gates, ROI cadence, and tie pilots directly to P&L outcomes.

• 🛡️ Guardrails and Risk: Lead governance, model risk, and vendor diligence alongside audit, security, and legal.

• 🤝 Partner Across Tech: Build a CFO–CIO–CAIO model, standardize success metrics, and prioritize platforms over point solutions.

• 🧠 Upskill Finance Teams: Automate reporting, retrain analysts for scenario modeling, and launch AI fluency programs.

📊 Silvaco CFO Zeroes In on Predictability

Silvaco’s CFO sharpens forecasting and expense discipline to steady results in a cyclical chip market. The focus is on earnings quality and visibility.

Read the full article here »

Key Takeaways:

• 📈 Forecast Discipline: Tighter KPIs and close processes minimize variance between plan and actual results.

• ⚙️ Operational Levers: Align spending with revenue certainty through headcount pacing and vendor rationalization.

• 💵 Cash and Margins: Enhance cash conversion and margins by focusing on renewals, collections, and pricing strategies.

• 🤝 Aligned Cadence: Regular CFO–CRO reviews link sales health to investments and board commitments.

📈 CFO’s Guide to AI ROI

The WEF outlines how to convert pilots into measurable ROI, noting that most enterprise AI projects fail without discipline.

Read the full article here »

Key Takeaways:

• 💰 Model Total Cost: Factor in governance, integration, and change management, not just licenses.

• 🧭 Assign ROI Owners: Share accountability across finance, ops, and data science with central KPIs.

• 🎯 Prioritize Impact Cases: Focus on processes where AI improves decisions or automates tasks with clear outcomes.

• 🔁 Reinvest Gains: Direct freed capacity into innovation and customer value, pairing adoption with training.

💬 Quick poll:

Why It Matters

AI fluency paired with strong fundamentals lets CFOs move faster without sacrificing rigor. A measured approach to AI investments can capture productivity gains while limiting risk and rework.

Wishing you continued success,

Vanessa Carter
Editor-in-Chief
CFO Executive Insights

P.S. Interested in sponsoring a future issue? Just reply to this email and I’ll send packages!