The AI Transition Playbook: Finance Leaders on Bringing Teams Along

A panel conversation with finance leaders on how they're rolling out AI — and helping their teams move with them
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📅 Live Event: Wednesday, June 10 |  1 PM ET / 10 AM PT

Most finance teams know AI belongs in their workflow but get stuck on how to actually transition the team into using it day-to-day. In this panel, finance leaders from across the industry compare notes on how they're approaching AI and helping their teams transition.

Whether you're a CFO planning a top-down rollout or an FP&A lead trying to get one workflow off the ground, you'll leave with a concrete plan for what to do Monday morning, and a clear-eyed view of the pitfalls that derail most AI transitions before they get traction.

Discussion Topics:
‍✅ The workflows that actually changed how they work — and the ones that turned out to be a waste of time
✅ The traps and gotchas that trip up finance teams building AI workflows
✅ What a real AI strategy looks like (not just a list of tools)
✅ How to know your workflows are actually working, beyond just hours saved