Finance leaders in Miami came together this January for an exclusive, invite-only CFO roundtable on “The AI Adoption Roadmap for Finance & Accounting,” and the session delivered a focused, practical discussion on how AI is moving from concept to execution across finance teams.

Hosted at Brickell Avenue, the evening brought together CFOs and senior finance leaders for a peer-led conversation centered on how finance functions are evolving and what it takes to adopt AI in a way that delivers measurable results.

A Conversation Grounded in Execution

From the outset, the discussion moved beyond high-level ideas and into real-world application. Leaders were less interested in what AI could do and more focused on how it is actually being applied across finance processes today.

The conversation explored how core workflows across P2P, O2C, and broader finance operations are changing, and where AI fits into that transformation.

Key Themes from the Room

Several consistent themes emerged during the session:

Finance operations are actively evolving
Leaders shared how traditional processes are being rethought, with AI and automation playing a growing role in day-to-day execution.

Financial impact remains the priority
There was strong alignment around the need to evaluate AI initiatives based on measurable outcomes, including cost savings, efficiency, and risk reduction.

Strategy determines success
Adopting AI requires more than identifying use cases. It requires clear, actionable strategies that align with systems, teams, and business priorities.

From Use Cases to Roadmaps

A key focus of the discussion was how to translate individual AI use cases into structured adoption roadmaps.

Leaders exchanged perspectives on:

• Where to begin across finance functions

• How to prioritize initiatives across P2P, O2C, and related areas

• How to balance quick wins with longer-term transformation goals

The emphasis remained on practicality, building approaches that can be implemented, not just discussed.

The Value of a Curated Roundtable

What made the Miami session successful was the format.

A smaller, curated group created space for:

• Open and candid discussion

• Peer-driven insights

• Real-world perspectives grounded in experience

This allowed the conversation to stay focused, relevant, and immediately useful for attendees.

Closing

A sincere thank you to all the finance leaders who joined us in Miami and contributed to such a thoughtful and engaging discussion.

As AI adoption in finance continues to accelerate, conversations like these play an important role in turning interest into action.

We look forward to continuing these discussions across more cities.