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🚨 ANNOUNCEMENT 🚨 This month's Secret CFO Playbook will be the No BS Guide to AI for CFOs. Tomorrow I kick off a 4-part newsletter series getting deep into the CFO-grade issues in rolling out AI for finance. It's time to move AI out of the sandbox... CFOs must now be focusing on how to enable the systems and environment to unleash AI across their teams and the business. And that doesn't come from better prompts. It comes from workflow redesign, architecture decisions, shared systems, and institutional capability. In this series these are the kind of questions I'll be tackling: - How do I build a governance architecture that gives my 50-person finance team the freedom to build with AI at scale? - Who is ultimately accountable in the event of a data leak from finance; CFO, CIO, or CISO? - How do I know if the AI output in front of me is right, and what does my review framework need to look like? - How do I manage the liability risk that comes with a regulatory filing AI helped prepare? - How clean does my data need to be before AI becomes useful, and to what extent can AI be part of solving that problem? - How do I use AI to attack the inefficient seams between functions without developing tools in silos? - I've spent eight figures on a tech stack that's 60% utilised, how do I use AI to unlock the 40%? - Should I deploy AI into the consumer-facing layer first (reporting, dashboards, modelling, etc) or go deeper into the tech stack? - Where do I even start when the tool landscape is changing faster than I can evaluate it? - How do I get our legal and IT teams off the fence so my finance function can actually start? - What is the long-term ROI case for AI adoption when we don't yet know the true unit cost? - To what extent should finance row its own boat on AI adoption versus waiting for the rest of the organization? - Where do I buy tools? Where do we build ourselves? Where do I hire to build custom? If these are your questions, this is your series. Sign up now to get part 1 direct to your inbox at 8:45 ET tomorrow. You can find the link in my profile. PS - we'll be kicking it all off tomorrow with a case study on Walmart's spectacular approach to AI adoption.
If Anthropic just leaked their own code (and one of the most valuable pieces of IP on the planet right now)... what makes you think their 'enterprise grade security features' are enough to protect your ideas and data?
Creating good looking reporting wrappers ‘in 5 minutes using Claude’ is already a commodified skill. Literally any idiot can do it (using myself as a test subject). To get career alpha as an ‘AI CFO’ you are going to have to be...
Hilarious that token spend per employee is the latest bragging metric coming out of Silicon Valley. Tells you something about where we are in the cycle…
For the last couple of decades businesses have been torturing their data into shape so it can earn a seat in a data warehouse. Clean it. Structure it. Label it. Only then does it get invited into the warehouse. And...
Revisiting this one year on… and number 1 remains the single biggest opportunity for tech builders for corporate finance teams. And I don’t see anyone building it ?!
On the topic of data privacy, and compliance concerns for enterprises in the age of AI… Who are the voices to follow / the smartest people for best practice on this topic?
Here’s the most impressive thing about Claude for Excel: It’s intuition on how to structure a model and build input levers at exactly right level, and outputs in the right format is very impressive. Better than a typical analyst. That means not only...
