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