CFO Bourbon & Strategy Session
Architecting Value Creation with Data & AI — an intimate evening for senior finance leaders shaping the next era of enterprise performance.
Why this conversation, why now
Why finance leaders are having this conversation now
The office of the CFO is evolving faster than at any point in the last decade. Data and AI are no longer IT concerns — they are finance strategy.
Curated for senior finance leaders in Central Texas
An intentionally small evening designed for CFOs and finance executives to step out of the day-to-day and into a candid, peer-level conversation.
Focused on data & AI as finance strategy
How modern finance teams are using data and AI to drive EBITDA growth, operational efficiency, and strategic advantage — what is actually working, and what is not.
No slide decks. No product pitches.
A curated room of operators, advisors and peers exchanging practical perspectives on the work of architecting value creation.
The format
A format for executive conversation
Designed intentionally for candor, peer exchange, and the quality of the room.
Small, Invitation-Only Group
Limited to 12–15 senior finance leaders to ensure every voice in the room matters.
Off-the-Record Discussion
Candid conversation under Chatham House rules. No recordings, no attribution.
Premium Austin Experience
A curated bourbon tasting paired with executive conversation in an intimate setting.
No Slide Decks or Sales Presentations
This is a peer conversation facilitated by operators, not a product pitch.
The outcomes
What you’ll take away from the evening
Practical perspectives, sharper thinking, and a network of peers navigating the same shifts.
Stewardship to Value Creation
Practical perspectives on how finance teams are moving from reporting to actively shaping enterprise value.
Unified Data Foundation
Sharper thinking on building a unified data foundation that serves finance, operations, and strategic decision-making.
Margin & Pricing Analytics
Insights into margin optimization, pricing analytics, and operational efficiency strategies driving measurable results.
AI-Driven Forecasting
A more grounded view of AI-driven forecasting and predictive finance — what's working and what's hype.
Peer Exchange
Meaningful peer exchange with other senior finance leaders navigating the same challenges in Central Texas.
The evening
Evening Format
A guided walkthrough of the evening — arrival to closing.
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5:30 pm
Arrival & Networking
Craft cocktails and welcome.
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6:00 pm
Guided Bourbon Tasting
A curated tasting of 3 premium bourbons led by a whiskey expert.
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6:20 pm
Executive Roundtable
Moderated discussion on topics including:
- Moving from financial stewardship to value creation
- Building a unified data foundation for finance
- Margin optimization and pricing analytics
- AI-driven forecasting and predictive finance
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7:30 pm
Open Discussion
Peer conversation and networking.
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8:15 pm
Closing
Optional follow-up conversations and networking.
The room
Perspectives in the room
A curated mix of viewpoints — finance, data, and operations — in one conversation.
Moderator
Altus Nova, General Partner
Facilitating the conversation with deep experience in executive strategy and value creation.
Finance Perspective
Senior CFO / Finance Leader
Data fragmentation still slows finance teams and weakens decision confidence. Unified data foundations are becoming a strategic imperative.
Data Perspective
DOMO & Snowflake Executive
Offering insight into how modern data platforms are reshaping finance operations and decision-making.
Industry Operator
Austin Technology / PE Portfolio Executive
Grounding the conversation in the realities of building and scaling operationally excellent businesses.
The audience
Designed for finance leaders operating at a strategic level
This event is intentionally curated to keep the room relevant, high-caliber, and conversation-rich.
The setting
A premium Austin setting for candid conversation
A carefully curated venue chosen to set the tone for an evening of focused, peer-level conversation.
Intimate, refined, and intentionally private — designed so every voice in the room can be heard.
Final venue details shared with confirmed guests upon invitation.
