Vision The Council How It Works Focus Areas About Request an Invitation
A private global CFO community

Redesigning Finance for the Age of AI.

A private global community of finance leaders exploring how humans and AI agents can work together to transform the modern finance function.

Invitation-onlyCFOs and senior finance leaders
Closed-doorConfidential working sessions
GlobalUS · Middle East · India

Vision

A future where finance operates with intelligence, accountability, and human judgment at its core.

The Transformation

From traditional finance to AI-native finance.

AI agents change how finance work gets done, from the close to controls to how the function scales.

Traditional FinanceAI-Native Finance
Manual reconciliationsAgent-assisted close
Periodic reportingContinuous intelligence
Spreadsheet workflowsAutomated workflows
Reactive controlsEmbedded controls
Headcount-led scalingOutput-led scaling

The Council

A working community for finance leaders.

The Council is a proposed invitation-only community of CFOs and senior finance leaders. Members work through real operating questions about AI in finance, together and in confidence.

01

Practical collaboration

Sessions start from the problems finance leaders are working on now, and end with something usable.

02

Confidential discussion

Closed-door conversations where members can speak openly about what is and isn't working.

03

Peer learning

Leaders learn from peers facing the same decisions across industries and regions.

How It Works

A focused 60-minute working session.

Proposed format
Each session follows the same structure, built around one operating challenge.

10min

CFO operating challenge

15min

Practitioner case study

25min

Closed-door discussion

10min

Practical takeaways

The core promise

  1. One practical insight.
  2. One reusable framework.
  3. One decision you can take back to your organization.

Focus Areas

Six working topics.

Proposed agenda
The initial topics the Council intends to work through, shaped over time by its members.

01

Where AI Creates Value in Finance

02

AI Agents and Month-End Close

03

AI-Enabled FP&A and Forecasting

04

Agentic AP, AR and Working Capital

05

Governance and Controls for AI Agents

06

Building the AI-Native Finance Organization

Membership

Founding membership plan

12–15

Founding CFOs, planned

A small founding group, by design.

The Council plans to begin with a founding membership of 12 to 15 CFOs. A group this size keeps discussion candid and every member's voice in the room.

United StatesRegion
Middle EastRegion
IndiaRegion

This describes the planned founding cohort. It is not a current membership count.

Request an Invitation to Agentic CFO Council

Help Shape the Future of Finance.

Join a conversation with finance leaders exploring the next generation of AI-native finance.

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