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Hey there, CFOs! 💼

In this issue, CFOs outline a practical approach to transforming AI from initial pilots into tangible profits.

They recommend setting clear value cases and guardrails, improving data quality and governance, and deploying ready-to-use applications within existing ERP and FP&A systems, such as forecasting, close automation, cash application, and anomaly detection.

These efforts are complemented by disciplined capital management, more precise pricing strategies, and team upskilling to ensure that successes extend beyond mere experiments.

📰 Upcoming in this issue

• 🤖 AI and the CFO: What Leaders Must Know to Stay Competitive

• 📊 8 Takeaways From the Fall CFO Leadership Council Conference

• 🤖 Turning AI From Write-Off to Pay-Off

📈 Trending news

• Build a Tax Team with Aptitude for Accuracy

• Treat Talent Strategy as a Financial Lever

• Treat Open Banking as a CFO Advantage, Not a Threat

🤖 AI and the CFO: What Leaders Must Know to Stay Competitive

CFOs are turning AI from isolated experiments into profit engines by owning strategy, data, and governance. This article highlights the quick wins and common pitfalls that finance teams must recognize early.

Read the full article here »

Key Takeaways:

• 🧭 Set the Strategy: Finance defines value hypotheses, guardrails, and success metrics that align AI with margin, cash flow, and risk appetite.

• 🧱 Fix Data First: Standardized charts of accounts, clean master data, and traceable lineage enable trustworthy models and faster closes.

• 🧰 Targeted Use Cases: Forecasting, cash application, anomaly detection, and close automation deliver measurable ROI within existing ERP and FP&A systems.

• 👥 Upskill the Team: CFOs build analytics capability, train controllers on AI tools, and formalize governance to scale results across the enterprise.

📊 8 Takeaways From the Fall CFO Leadership Council Conference

At the Austin conference, CFOs shared practical insights on AI adoption, capital strategy, and talent management. Sessions focused on how finance teams can protect margins while continuing to fund growth.

Read the full article here »

Key Takeaways:

• 🤖 AI in Finance: CFOs deploy forecasting, close automation, and anomaly detection tied directly to cash conversion and audit-ready controls.

• 🧭 Capital Discipline: Teams refresh hurdle rates, scenario plans, and refinancing calendars to navigate higher rates and tightening liquidity.

• 👥 Talent and Tools: Controllers expand analytics and automation skills, while lean teams adopt playbooks to standardize processes across entities.

• 📈 Pricing and Margin: Leaders combine customer segmentation with cost visibility to enable targeted pricing moves and faster margin corrections.

🤖 Turning AI From Write-Off to Pay-Off

A practical guide demonstrates how CFOs can convert AI pilots into profit through disciplined value cases, effective governance, and strategic adoption. Finance takes the lead on ROI, risk management, and scalability.

Read the full article here »

Key Takeaways:

• 🎯 Value-Case First: Tie every initiative to a clear cost, revenue, or risk metric with ownership, baseline, and payback defined.

• 🧱 Fix Foundations: Standardize data, controls, and access policies so models remain reliable, auditable, and secure.

• 🧰 Start Where Ready: Focus on forecasting, close automation, cash application, and anomaly detection inside current systems to achieve fast wins.

• 📏 Measure and Scale: Track lift versus control groups, retire low-ROI pilots, and reinvest in proven, repeatable playbooks.

📊 Take This Edition’s Poll:

Why It Matters

This approach directly links AI to margin, cash flow, and risk, while maintaining reliable and audit-ready outputs.

Measuring lift against baselines helps retire weak pilots and double down on what works, leading to faster closes, better forecasts, and more resilient profitability.

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!