Executive Workshop for Finance Leadership
CFO AI Readiness Workshop
A half-day executive workshop for CFOs navigating AI adoption, investment decisions, governance, risk, and measurable value.
CFOs are increasingly asked to evaluate AI opportunities across the organization—from pilots and vendor proposals to workflow redesign, data requirements, governance, and ongoing costs. This practical workshop helps finance leaders make better decisions about where to invest, what to question, and how to lead responsible AI adoption.
Founding Pilot Cohort — CFO AI Roundtable Participants
Date
Thursday, October 29, 2026
Time
11:00 a.m.–2:30 p.m. ET
Format
Virtual
Founding Rate
$995 per person
CFO AI Roundtable participant rate
Limited to 15 participants. The workshop will be confirmed once the 10-participant minimum is reached.
Why Now
AI Is Becoming a CFO Agenda Item
of CFO Roundtable participants said their organizations are exploring or experimenting with AI.
reported that their organization is already realizing measurable value from AI.
of finance leaders described themselves as still learning or experimenting with AI.
CFOs are seeing early AI wins, but most organizations are not yet ready to scale AI consistently. The challenge is moving from isolated experimentation to measurable, governed, and repeatable value.
What the Workshop Helps Solve
From AI Curiosity to Confident Decision-Making
Five practical capabilities that help finance leaders move from exploring AI to making defensible decisions about it.
Understand the AI Landscape
Build practical literacy around generative AI, AI agents, finance use cases, opportunities, and limitations.
Find the Right Use Cases
Identify and prioritize AI opportunities based on business value, feasibility, data readiness, risk, and scalability.
Evaluate Investment and ROI
Assess expected value, total cost, hidden costs, implementation requirements, vendor proposals, and benefit ownership.
Address Governance and Risk
Consider data, privacy, security, compliance, auditability, vendor risk, human oversight, and accountability before scale.
Lead Adoption and Change
Help teams navigate new workflows, skill needs, workforce concerns, and cross-functional AI-enabled change.
A whole-of-finance lens
These capabilities work together across the finance function—not as isolated topics—so leaders leave with a coherent, decision-ready view of AI.
The Core Question for CFOs
The Core Question for CFOs
“We have experimented with AI and seen some early wins. How do we turn those wins into a measurable, governed, repeatable capability that we can confidently invest in and scale?”
The workshop is not a technical AI course or a vendor-selection pitch. It is a practical executive working session designed to help CFOs ask better questions, make more defensible decisions, and guide responsible adoption.
Workshop Format
A Focused, Practical Executive Experience
Pre-Work
Complete the full HARS® Human-AI Readiness Scan and receive a personalized report.
Half-Day Workshop
Join an executive-level session combining practical education, peer discussion, decision frameworks, and real-world use cases.
Takeaway Toolkit
Leave with practical tools and a 90-day action roadmap for AI readiness.
Available as a CFO Roundtable cohort experience or as a private workshop for a finance or executive leadership team.
Leadership Readiness
Leadership Readiness for the AI Era
Each participant receives the full HARS® Human-AI Readiness Scan as part of the workshop. HARS provides insight into how leaders make decisions, adapt, communicate, collaborate, and exercise responsibility in fast-moving, AI-influenced environments.
HARS is included as a supporting leadership resource—not the central focus of the workshop. It helps participants connect their leadership approach to the realities of AI adoption, cross-functional decision-making, and organizational change.
Participant Takeaways
What Participants Take Back to Their Organization
Who It Is For
Designed for Finance Leaders
The workshop is designed for CFOs and senior finance leaders, including controllers, FP&A leaders, and finance transformation executives. Organizations may also include selected leaders from IT, risk, audit, legal, HR, operations, or business units where cross-functional alignment is needed.
Get Involved
Join the Founding CFO Cohort
Global AI Advisors is inviting CFO AI Roundtable participants to join the first CFO AI Readiness Workshop pilot. Participants will receive the full HARS® Human-AI Readiness Scan, a half-day executive workshop, and a practical CFO AI Readiness Toolkit.
Reserve Your PlaceRegistration
Reserve Your Place
Reserve your place in the founding CFO AI Readiness Workshop cohort. Once the 10-participant minimum is reached, Global AI Advisors will follow up with confirmation and registration details.
Registration is limited to 15 participants. The pilot cohort will be confirmed once the 10-participant minimum is reached.