PROGRAM DESCRIPTION
Artificial intelligence is reshaping how finance functions operate — from forecasting and reporting to risk management and capital allocation. Yet many CFOs and senior finance leaders face a widening gap between the pace of AI innovation and their organization’s ability to evaluate, adopt, and govern it responsibly.
AI Toolkit: Applications for Finance Leaders is a practical, executive-level program designed to close that gap. Rather than offering abstract theory, this program equips finance leaders with a working toolkit — frameworks, use cases, and hands-on exposure to AI applications — that can be applied directly to core finance functions: FP&A, treasury, controllership, audit, and investor relations.
Participants will explore how leading finance organizations are using AI to accelerate close cycles, improve forecast accuracy, automate compliance and controls, and generate deeper strategic insight from financial data. The program also addresses the leadership dimension of AI adoption: how to build organizational readiness, manage change, evaluate vendor and build-vs-buy decisions, and establish governance and risk guardrails appropriate for a finance function.
Delivered through a mix of case studies, live demonstrations, and interactive exercises, the program is designed for leaders who need to make confident, informed decisions about AI investment and implementation — without needing to become technologists themselves.
Who should attend: CFOs, VPs of Finance, Controllers, Treasurers, FP&A leaders, and other senior finance executives responsible for technology strategy, transformation, or team capability building.
KEY TAKEAWAYS
- Speak the language of AI with confidence — understand core concepts (machine learning, generative AI, agentic AI, LLMs) well enough to evaluate vendor claims and lead informed conversations with technical teams.
- Identify high-value use cases — map specific AI applications to finance workflows such as forecasting, variance analysis, reconciliation, cash flow management, and financial reporting.
- Evaluate build-vs-buy and vendor options — apply a practical framework for assessing AI tools and platforms against cost, risk, integration complexity, and strategic fit.
- Build a governance and risk framework — establish controls for data privacy, model accuracy, auditability, and regulatory compliance appropriate to finance data.
- Lead organizational change — develop a roadmap for upskilling teams, managing adoption resistance, and redefining roles as AI takes on routine analytical work.
- Quantify ROI and business impact — construct a business case for AI investment that resonates with the board and other executive stakeholders.
- Anticipate what’s next — understand emerging trends (agentic finance workflows, autonomous reporting, AI-augmented decision-making) and how to position the finance function for continued disruption.
SPEAKERS
Moderator: Chad Macy | President | HT Group
Chad Macy brings 30 years of experience advising executives and facilitating strategic transformation across organizations of all sizes. His areas of specialization include business strategy, organizational change management, and leading high-impact leadership meetings, executive retreats, and organizational planning sessions that drive clarity, alignment, and results.
Chad is a trusted advisor to C-level leaders and boards, known for his ability to create space for honest dialogue while navigating complex business, operational, and technology challenges. He has delivered leadership and consulting engagements to more than 200 organizations — including the NFL, Dell, USAA, City of Austin, UTSA, TASB, TMPA, and Tokyo Electron — helping executive teams work through critical decisions around structure, strategy, and change.
Deeply embedded in the Austin executive ecosystem, Chad serves on the MIS Advisory and Steering Committees at UT Austin’s McCombs School of Business, chairs the Advisory Board for InnoTech Austin and the SIM IT Executive of the Year Awards, and is an active member of Financial Executives International (FEI). He also leads several executive-focused series, including the C-Suite Women of IT Dinner Series, the Women of Finance Dinner Series, and a Strategic Lunch & Learn Series for Austin-area leaders.
Chad’s facilitation approach combines strategic insight, operational grounding, and an engaging, calm, collaborative presence that helps leadership teams move from complexity to clarity.
Jandir Matos | Senior Economist at Scaleworks and VP of Finance & CS | Centage
Economist-by-training operator, currently Senior Economist at Scaleworks and VP of Finance & CS at Centage (both since March 2025), leading finance, ops, and a CS transformation built around AI. Previously VP of Finance at Full Circle Insights and an investment analysis professor at Tecnológico de Monterrey for over a decade, where he also earned his econ and finance degrees. Based in San Antonio.
Adam Young | CFO | DOCUmation
Adam Young started at DOCUmation as the Director of Finance in 2019 and was promoted to Chief Financial Officer in 2021. Adam oversees the accounting and finance functions of the company including field administration, insurance, and shareholder relations, along with oversight of HR and employee relations. Adam is originally from Amarillo, Texas and is now located in San Antonio, Texas working at the DOCUmation headquarters.
Adam started his career at PwC within the Assurance practice focusing on audits of privatively held companies. Adam left PwC as a Senior Manager to join Documation in 2019. Adam brings a forward-thinking approach to financial leadership at DOCUmation. With a strong focus on operational efficiency, he has led transformative initiatives within the finance department, streamlining processes and improving performance across multiple areas of the business. His leadership extends beyond finance, fostering a collaborative and high-performing team culture that values accountability, communication, and innovation.
Adam earned both, a Bachelor’s degree in Accounting and a Master’s degree in finance from Texas A&M University. Adam is also a Certified Public Accountant in Texas. When he is not working, Adam enjoys spending time with is nieces and nephews as well as traveling the world with his wife, Jamie. He is also a member and Co-Chair of the Advisory Board for the San Antonio Chapter of the CFO Leadership Council.
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.
