CFO's Playbook for AI Adoption

Phil Schmoyer is a Principal within Baker Tilly's Digital Advisory team and co-leads the Strategy and Transformation practice at Baker Tilly. He and his team help clients assess and improve their operating models, aligning processes, technology and human capital to meet corporate goals and objectives. They also help clients assess their digital/growth strategy for alignment with corporate vision and capabilities. They work to improve their operating models through process/technology design and implementation projects, envision their future state for improved performance and cost savings, and modernize data management, intelligent automation, and advanced AI solutions for companies throughout various stages of their growth story.

Roumila Chebil leads the Business Impact for Finance team at Aily Labs the AI Decision Intelligence scaleup powering how the world’s largest and most iconic enterprises think, decide, and perform. She works with CFOs and their Finance organizations to activate agentic AI at scale where every decision is data-driven, every outcome measurable, and impact starts on Day 1, all with 1-Day integration. With a decade plus career in Finance leadership at Toyota, Novartis, and others, Roumila has taken her deep expertise overseeing operations for multi-million dollar budgets to now helping Finance orgs scale enterprise adoption of AI technology, bridging product innovation with business impact.

Greg Cucino is a dynamic, engaged, and hands-on leader with a rich background spanning venture capital, private equity, startups, mid-size organizations, and international public entities. He has a proven track record of propelling organizations forward in both private and public sectors, with expertise in optimizing global performance through cash flow management, internal controls, and financing strategies, including venture capital investments, debt financing, private equity exits, and IPO preparations. Greg holds a Master’s in Accounting & Computer Science from the University of Illinois Urbana-Champaign (UIUC) and a Master of Business Administration from the MIT Sloan School of Management. He is also the founder of InfinixIQ, an AI company pioneering conversational AI solutions for the ERP world. In 2025, under Greg’s leadership, his team was ranked #138 on the Inc. 5000 list, recognizing one of the fastest-growing companies in the country. Today, Greg also shares his knowledge and insights as a contributor to Inc. and Entrepreneur, where he writes about business growth, leadership, and technology. Possessing exceptional operational acumen across industries such as manufacturing, life sciences, technology (SaaS, AI, IoT), consumer packaged goods, and global ISO quality standards, Greg is widely regarded as a trusted advisor to executives and boards. He is renowned for building high-performance teams and promoting a culture of inclusion and excellence. His strategic vision, coupled with a cooperative leadership style, makes him an invaluable asset in any business setting.

Debora Pellicano is a strategic Finance leader with extensive experience in distinguished Fortune 500 companies within the healthcare industry. An industry innovator with a record of success in multibillion-dollar management and financial evaluations, Debora has led multiple transformational projects, most notably pioneering the implementation of AI CFO playbook for Sanofi Pharmaceuticals. Known for her success in building and developing productive, diverse global teams, Debora was named CFO of the Year by the Boston Business Journal in 2025 and received the Healthcare Businesswomen’s Association (HBA) Luminary Award in 2024. She currently contributes as AI CFO industry and domain advisor for Aily Labs. At Sanofi, Debora served in a dual Finance role as CFO North America and CFO Specialty Care business unit, providing strategic and financial oversight for a broad portfolio of high-growth assets across immunology, neuroinflammatory, rare diseases, and oncology. She oversaw the financial performance of Specialty Care, more than doubling its top-line revenue, and pioneered the implementation of Artificial Intelligence (AI) in Finance and cross-company correlators, creating operational efficiencies and driving significant reallocation of resources

Alex Bradford is a Senior Manager of Solution Consulting at Oracle NetSuite, where she leads a team helping high-tech and software companies optimize their financial operations and scale efficiently. With nearly ten years at NetSuite and over 15 years of experience spanning finance, technology, and consulting, Alex has guided hundreds of organizations in modernizing financial processes, streamlining operations, and unlocking growth through data-driven insights. As NetSuite expands its suite of AI-powered capabilities, she’s passionate about helping organizations turn innovation into measurable outcomes — empowering finance teams to work smarter, make faster decisions, and stay ahead of change.