AI for CFOs: Reporting, Forecasting & Board Prep

What we'll talk through

1. 01

   Reporting and commentary

   Using AI to draft monthly commentary, explain variances in plain English and turn reports into summaries for leadership.

2. 02

   Excel and analysis

   Where AI helps with spreadsheets and formulas today, and where you still want to check every number.

3. 03

   Board materials and data safety

   Drafting board materials faster, and what financial data should and shouldn't go into these tools.

Questions we'll get into

The kind of questions people bring. Bring your own too.

• “Can AI write the first draft of my monthly commentary?”
• “Can I trust it with numbers?”
• “Can it help with Excel formulas and models?”
• “Is it safe to put financial data into ChatGPT?”
• “What should my finance team be allowed to use?”
• “Where's the best place to start?”

How the 45 minutes go

1. 01

   Intros

   A quick round of who's here and what each person wants to get out of it.

2. 02

   Walkthrough

   Pete talks through the topics above with real examples.

3. 03

   Your questions

   Open conversation. Most of the time goes here.

Who it's for

CFOs and finance leaders of mid-size companies.

• Capped at 6 people, so there's time for everyone's questions.
• No technical background needed.
• Nothing to prepare. Just bring your questions.

Your host

Pete Enestrom

Co-founder, Zaigo

Exited VC-backed founder, previously at Microsoft and Intel. Yale undergrad, Columbia MBA. Pete works 1-on-1 with executives on using AI in their own daily work.