PROGRAM DESCRIPTION
For CFOs, whose credibility rests on numbers the business can trust, AI brings both opportunity and real risk. This session explores how to embrace AI without compromising the trust that defines the role: the capabilities, operating model, and leadership mindset that position finance as a trusted strategic partner to the business.
Attendees will examine how to apply capital discipline to AI investments: identifying high-value use cases, clearly tracking what each AI investment costs and the value it delivers, and matching the right approach to the job, from assisted analysis to governed, ERP-connected insights and agent-led workflows. The session then turns to control: where agents can act, where human judgment must remain, and how governance, security, and auditability protect the integrity of financial results. Attendees will leave with a framework for adopting AI in a way that strengthens trust in finance, and for deciding what is worth scaling.
LEARNING OBJECTIVES
- Identify the leadership, communication, and talent-development skills CFOs need as the role expands into technology and AI strategy, while maintaining the trust of the board, auditors, and the business.
- Evaluate AI investments against clear business-value, cost, risk, and return criteria, and match use cases to the appropriate level of capability.
- Establish the governance, auditability, and accountability boundaries that determine where agents can act and where humans must decide, so AI-driven outputs remain reliable and defensible.
SPEAKERS
Tom Kelly | Sr. Director | Oracle
Tom Kelly is the Sr. Director Product Marketing/Management for the Oracle NetSuite Global Business Unit, responsible for Global Cloud Financials. Before joining Oracle NetSuite, Tom founded T-Edward, a strategic and operational cloud consultancy providing cloud expertise and CXO services from companies in the Fortune 500 to start-ups. Prior to T-Edward, Tom held a variety of executive financial and technology related positions with large cap companies including PepsiCo, eFunds and Deluxe Corporation, as well as small cap, privately held entities such as FullContact and PeopleNet Communications.
SPONSOR PARTNERS
We are honored to collaborate with Oracle-NetSuite on this webinar. If interested in learning more, visit https://www.netsuite.com/portal/home.shtml