In about four executive sessions you decide how much AI your function takes on, and you leave with the board paper that says so.
AI for CFOs is for CFOs, VPs of finance and firm partners. Live sessions led by a practitioner, a peer group of six to eight finance executives, and a board paper that comes back with written feedback before you take it to your board.
- Live: about four executive sessions, recorded and posted within 24 hours
- Peers: a group of six to eight finance executives
- Price: $4,950 per seat. Team training: contact us.
What the auditor and the board will ask · a recorded review
Asked to review a close memo drafted by another AI before the controller signed, the reviewer found net income overstated by exactly $45,000.00, removed an accounting citation that did not say what the memo claimed, and flagged 13 of the 14 planted errors. The fourteenth it corrected in its rewrite without flagging it.
Recorded on Claude Sonnet 5.5 against the fictional Northwind books and checked against the course key. A review pass this strong still leaves the signature with the person who signs. In the program that becomes your question: what do you tell the audit committee about where AI reviews and where a person does?
The decisions you make
Each session ends with a decision brief you could defend in the boardroom.
Portfolio and investment case
Which finance workflows are worth taking on across the function, what each costs per transaction, build, buy or wait, the return you hold them to, and when you stop.
Operating model and risk appetite
Assistant, workflow or agent, how much autonomy an agent gets by type of action, which data goes in which tool, and what trigger stops a use.
Board, audit committee and auditor
What changes for ICFR and SOX, what the audit committee is asked to note or approve, and what the auditor will ask.
Vendors, people and the paper
Which vendors and contract terms you accept, your talent position, and how you present the paper.
What you finish with
The board paper, built from four decision briefs and read and commented on before you present it.
A paper of six to eight pages with a one-page summary. It sets out the opportunity and its cost, the operating model and risk appetite, the investment case, the audit committee plan, the vendor and data position, and the people and roadmap. You present it to your peer group in ten minutes, and it comes back with written feedback.
The evidence comes from recorded runs on the Northwind books, checked against answer keys, with the places the AI went wrong shown alongside the places it went right.
How it is taught
Executive time is short, so the sessions are live, the work is specific, and the room is your peers.
Live and led by a practitioner
Sessions are live and recorded, so a missed one is watched the next day.
A peer group of six to eight
Finance executives who can speak openly about their own function, kept to the group.
A full set of company books
The Northwind books carry the cost, the controls and the investment case, so no company data enters an AI tool.
Written feedback on the paper
An AI grading assistant drafts it, and a person approves the board paper score.
Which program is for you
Choose by the decision you make, and the title on your door can follow.
You do the work: staff and senior accountants
Your decision is how to do a workflow with AI and prove the output ties to source. AI for Accounting Professionals runs eight weeks, with a capstone adoption plan, at $2,450 per seat.
You run a team: controllers, finance and accounting managers, FP&A leads, firm managers
Your decision is how your team adopts AI, with what controls, and who answers for it. AI for Finance Leaders runs six weeks, at $3,450 per seat.
You answer for the function: CFOs, VPs of finance, firm partners
Your decision is how much AI the function takes on, at what cost, and what the board and audit committee are told. AI for CFOs runs about four executive sessions with a peer group, at $4,950 per seat.
Not sure where you fit, or training a mix of roles? Tell us the roles. The first step for any of the three is the November course, AI You Can Sign Off On.
Decide how far AI goes in your function, and take the paper to your board.
Request a place and we send the next dates and the booking link. Training a team? Say so on the form.