You don't need to be technical. You need to know what good finance work looks like.
That's the part you already have. The dashboard you'll see was built by a sitting CFO with no technical background, whose first attempt failed.
A sitting CFO with 20 years across banking, private equity and finance leadership. Writer of The CFO Effect.
What you'll see in 45 minutes
- 01
The finished dashboard
What it shows, and the decision it puts in front of management.
- 02
What working with AI looked like
The back-and-forth it took to get output worth putting in front of a CEO.
- 03
Where AI got it wrong
The mistakes, and why your review still matters.
- 04
What carries over
What can be reused next month, and what will always need your judgment.
- 05
What it costs
The questions to ask before AI spend shows up in your P&L.