AI Strategy Workshop for CFOs and Top Financial Leaders

AI is no longer a buzzword—it’s a business priority. As a CFO, you're not just managing risk and reporting outcomes—you're shaping where your organization invests next. This hands-on workshop will show you how to lead that shift.

In partnership with the Massachusetts Society of CPAs, The Kendall Project invites you to a high-impact session focused on using AI as a strategic driver across finance and the broader enterprise. You’ll be introduced to The Kendall Framework—a structured, problem-first methodology for uncovering and prioritizing high-value AI opportunities that are practical, measurable, and aligned with your strategic goals.

What You’ll Learn

• The CFO’s Role in AI Strategy: Understand how finance leaders are becoming essential decision-makers and enablers of AI adoption across the business
• Opportunity Mapping: Identify where AI can streamline financial processes—from forecasting to compliance to reporting 
• Cross-Functional Insights: Learn how to spot AI opportunities in other departments—from HR to operations—and guide your organization’s investment wisely 
• The Kendall Framework in Action: Participate in collaborative exercises to uncover the best starting points for AI in your environment 
• Data-Driven Decision-Making: Use curated examples and problem data to benchmark your needs and evaluate where AI can provide real value
   

Who Should Attend?

This workshop is built for finance executives and senior decision-makers who want to:

• Take a leadership role in their organization’s AI journey 
• Ensure AI investments are grounded in real business needs 
• Remove roadblocks and align internal teams around high-impact opportunities 
• Use AI to drive cost-efficiency, insight, and innovation—across the enterprise
   

Ideal roles include:

• Chief Financial Officers (CFOs) 
• VPs of Finance or FP&A 
• Controllers & Heads of Finance Operations 
• Finance leaders with cross-functional responsibilities
   

Why Attend?

• Get a repeatable, strategic process for identifying the right AI opportunities 
• Learn from AI consultants and peer CFOs who are already piloting these ideas 
• Build confidence to move AI from exploratory to executable 
• Leave with tools to evaluate risk, ROI, and where to begin
   

Event Details:

📅 Date: Tuesday, May 28, 2025
🕙 Time: 10:00 AM – 3:00 PM (Doors open at 9:30 AM for networking)
📍 Location: Northern INNOV8 Center, 400 Presidential Way, Woburn, MA
🍽️ Includes lunch and executive networking
💵 Tickets: $99 / $49 for MassCPAs members 

🔗 Register Now!

Space is limited to ensure interactive participation.
Secure your spot today and become the AI leader your organization needs.