The AI Transition Playbook: Finance Leaders on Bringing Teams Along

A panel conversation with finance leaders on how they're rolling out AI — and helping their teams move with them

📅 Live Event: Wednesday, June 10 |  1 PM ET / 10 AM PT

Most finance teams know AI belongs in their workflow but get stuck on how to actually transition the team into using it day-to-day. In this panel, finance leaders from across the industry — Drivepoint’s Franzi Ibscher alongside leaders from Mosh — compare notes on how they’re approaching AI and helping their teams transition.
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Whether you’re a CFO planning a top-down rollout or an FP&A lead trying to get one workflow off the ground, you’ll leave with a concrete plan for what to do Monday morning — and a clear-eyed view of the pitfalls that derail most AI transitions before they get traction.

Discussion Topics:

✅ Where to start: choosing the right first workflow
✅ Guardrails before you scale: governance, review, and trust
✅ The 30-60-90 day rollout: from one workflow to a team-wide habit
✅ Measuring the transition: how to know it’s actually working