PROGRAM DESCRIPTION
Every organization is talking about AI. The challenge for CFOs is determining what is real, what creates value, and where investment makes strategic sense.
This interactive workshop brings CFOs together to explore the opportunities and challenges of AI adoption through peer insights, real-world examples, and strategic discussion. Following a fireside chat with a CFO navigating AI transformation, Root Idea CEO, Clyde Calhoun will guide attendees through a discussion of survey findings and practical frameworks for evaluating AI opportunities.
Learn how finance leaders are approaching AI strategy, workforce impact, investment decisions, and risk management.
KEY TAKEAWAYS
- Separate AI opportunities from AI hype.
- Understand where organizations are prioritizing AI investments.
- Identify practical applications that can deliver business value.
- Develop a framework for evaluating AI initiatives.
- Consider the organizational, workforce, and governance implications of AI adoption.
SPEAKERS
Moderator: Mark Abrahm | Fractional CFO | CFO Pro+Analytics
Mark Abrahm brings more than three decades of experience as a lender, capital markets professional, investor, entrepreneur, and CFO. That range of perspectives shapes how he approaches the CFO role — getting under the hood of a business to understand what drives performance, where risk resides, and how financial decisions affect long-term value.
Mark has built and led businesses in leveraged finance and asset management, co-founded a $4.5 billion investment firm ultimately acquired by Apollo, and most recently served as CFO of a growing technology services company.
Today, he works with management teams to bring an investor’s lens to operating decisions, strengthen financial reporting and forecasting, and create the financial discipline and clarity needed to scale.
Clyde Calhoun | CEO | Root Idea
Clyde Calhoun is Founder and CEO of Root Idea, a consulting firm helping organizations translate AI into business value. With three decades of Fortune 500 leadership experience, Clyde advises CFOs and other C-suite executives on AI strategy, adoption, decision governance, and financial controls. An inventor and patent holder, he has led global teams and delivered more than $65 million in business value.
Today, his work focuses on helping executives identify where AI can create competitive advantage while building the oversight and organizational capabilities required to use it responsibly. Clyde is a recognized speaker and advisor on the rapidly evolving role of AI in business.
EVENT POLICIES AND RESOURCES
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
