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The CFO and Operating Partner Field Guide to Claude, ChatGPT, Gemini, and Agentic Workflows in Finance

A practical guide to using Claude, ChatGPT, Gemini, and AI agents in finance. Learn which tool fits which job, when to go agentic, and how to govern the work.

June 5, 2026

5 min read

Insights

Digital & AI

All

Your Board Approved the AI Budget. Now Prove the Return.

Boards approved record AI budgets, but MIT found 95 percent of AI pilots deliver no P&L impact. Learn how CFOs govern AI like capital and prove the return.

June 5, 2026

4 min read

Insights

Digital & AI

All

ROIC Is the Scoreboard: Capital Allocation Discipline When Activists Are Watching

Activists win campaigns by attacking capital allocation. Learn how public-company CFOs use ROIC discipline and proactive disclosure as the best defense.

June 5, 2026

4 min read

Insights

Planning

All

The Third Category of Capital: Why Transformation Spend Needs Its Own System of Record

Enterprises govern operating and revenue capital with ERP and CRM, but transformation spend has no system of record. Learn why roughly 70 percent of it fails to deliver ROI.

June 5, 2026

4 min read

Insights

Planning

All

Stop Funding CAPEX One Project at a Time: Portfolio Allocation and Phased Capital That Learns

Approving CAPEX one project at a time removes comparison and learning. Learn how portfolio allocation and phased deployment de-risk capital and compound intelligence.

June 5, 2026

4 min read

Insights

Planning

All

When 90 Percent of Capital Projects Blow the Budget: The Post-Investment Audit Most CFOs Skip

About 90 percent of major capital projects run over budget. Learn why the post-investment audit is the cheapest governance a CFO can install, and how to make it automatic.

June 5, 2026

4 min read

Insights

Planning

All

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Updates from the field.Operator insights on delivery and change.

The CFO and Operating Partner Field Guide to Claude, ChatGPT, Gemini, and Agentic Workflows in Finance

Your Board Approved the AI Budget. Now Prove the Return.

ROIC Is the Scoreboard: Capital Allocation Discipline When Activists Are Watching

The Third Category of Capital: Why Transformation Spend Needs Its Own System of Record

Stop Funding CAPEX One Project at a Time: Portfolio Allocation and Phased Capital That Learns

When 90 Percent of Capital Projects Blow the Budget: The Post-Investment Audit Most CFOs Skip