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Technology SIG I What CFOs Should Be Doing with AI Right Now with Practical Trusted and Scalable Approaches Technology SIG I What CFOs Should Be Doing with AI Right Now with Practical Trusted and Scalable Approaches Technology SIG I What CFOs Should Be Doing with AI Right Now with Practical Trusted and Scalable Approaches

  

RHSB Insurance Dallas Office, Dallas, TX 75206
Wednesday, October 28, 2026 4:30 PM - 6:30 PM Central Standard Time

 

ONLINE REGISTRATION FOR THIS MEETING CLOSES AT 11:59 P.M. ON 10/26/26. CONTACT ERIC HOLLEMAN FOR AVAILABILITY:  EHOLLEMAN@CONEXUSSG.COM. 

 

What CFOs Should Be Doing with AI Right Now: Practical, Trusted, and Scalable Approaches 

AI is evolving quickly, creating new opportunities for CFOs to improve efficiency and strengthen the finance function. This panel will explore practical AI applications finance leaders can implement today while maintaining the accuracy, controls, and governance their organizations require. CFO panelists will share real-world examples, priorities, and lessons learned.

Benjamin Isley | Principal, Baker Tilly

Neilson Burns | Managing Partner, Destination IT

Chris Bryan | Managing Director, Digital Transformation Baker Tilly

Omar Choucair, Chief Financial Officer, Trintech

 

Learning Objectives: After attending this session, participants will be able to:

  • Identify practical AI use cases that can improve finance processes and efficiency.
  • Evaluate AI opportunities based on accuracy, risk, scalability, and business value.
  • Recognize key controls and governance considerations for responsible AI adoption.

 

SCHEDULE

4:30 - 5:00 p.m. Check-in & Networking

5:00 - 5:30 p.m. Hors d'oeuvres and Cocktails

5:30 - 6:20 p.m. Program and Q&A | 1 CPE

 

STRATEGIC INVESTORS

Baker Tillly

RHSB

VOGEL

HumCap

Comerica

 

REGISTRATION

Registration deadline | Monday 10/26/26

Open to FEI Dallas members, and non-members with financial or executive roles in the technology sector. 

 

FEI Members – Register on this page.

 

Non-FEI Members (including Strategic Investors) – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline. 

Name

Company name

Job title

Address, City, State, ZIP

Email

Phone 

Mobile phone (if different)

LinkedIn address

 

CPE CREDIT

This event offers 1.0 CPE credit via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.

 

Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.

 

CONTACT

Nancy Ehlers

FEI Dallas CPE Manager & Event Support

nancy.ehlers@feidallas.org


Speakers

Chris Bryan

Managing Director | Digital Transformation

Baker Tilly

Nellson Burns

Managing Partner

Destination IT

Benjamin Isley

Principal

Baker Tilly

Omar Choucair

CFO

Trintech Inc.