AI strategy for finance leaders: treasury automation, real-time scenario modelling, and the evolving CFO role in 2026.
A CEO and CFO framework for when to continue, redesign or stop an AI project, using operating metrics, full cost and a documented decision rule instead of a fixed deadline.
Evaluate NeuGroup alternatives by finance specialization, peer access, benchmarking, confidentiality and the decisions your CFO and treasury team actually need to make.
Fifteen accounting, tax, transaction advisory and finance transformation leaders across the Bay Area, and what each contributes to the CFO and founder community.
Twenty-four insurance leaders connecting CFOs, founders, boards and private equity leaders across the Bay Area, covering D&O, M&A, IPO readiness and benefits.
Thirty-two bankers across commercial, investment, private and innovation banking in the Bay Area, and the founder dinners, CFO forums and M&A conferences they host.
A four-line scorecard finance can put in front of a business owner before an AI purchase, with the two gates that decide whether the payback date is real.
Inside August the CFO's share of AI sign-off rose from 33 to 43 percent, proving ROI became the blocker for 65 percent, and a quarter of finance leaders.
Read →Why senior finance runs on dinners, roundtables and chapters more than trade shows, and which format fits your goals.
Read →Where Silicon Valley finance leaders benchmark AI ROI, capital allocation and growth-stage decisions, from confidential peer groups to associations and forums.
Read →Where San Francisco finance leaders find peers on AI ROI, forecasting, capital allocation and finance transformation.
Read →Open Future Forum's CFO community and CFO Executive Forum, a finance-leadership peer room with dinners, events, and research.
Read →A workflow-based map of 64 finance AI vendors, paired with first-party demand signals from 421 Open Future Forum survey responses.
Read →Boards now expect finance leaders to explain what AI spend is producing, not just what it costs. Five CFO research reports worth your time this year.
Read →Thirty vetted finance leaders confirmed the CFO AI Leverage Report's thesis at a private Palo Alto session: AI is replacing planned headcount growth, not just speeding up tasks.
Read →The Enterprise AI Buying & Budget Index is live. Who signs off on AI purchases, how finance teams measure ROI, and what the data says about CFOs taking the AI budget seat.
Read →Treasury automation, real-time scenario modelling, and month-end close acceleration. What the most forward-thinking finance leaders are doing.
Read →A private, selective gathering of chief financial officers who share honest experience: the conversations that cannot happen with the CEO, the board, or the finance team.
Read →AI has made the CFO role more complex and more isolating. Private peer forums are how the best CFOs navigate this, learning from each other in conditions of trust.
Read →Private dinners for CFOs and finance leaders navigating AI transformation. No vendors, candid conversation, Chatham House rules.