• Off-the-record discussion with senior finance and data leaders
• No slide decks. No product pitches. Just practical executive conversation.
- Curated for CFOs and senior finance leaders
- Hosted with perspectives from finance, data, and transformation leaders
- Small-group format designed for real conversation
- Inspired by the CFO Playbook for Architecting Value Creation
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.
- From Stewardship to Value Creation
CFOs are being asked to do more than report the past — they are now expected to help shape value creation strategy across the enterprise.
- Data Fragmentation Slows Finance
Data fragmentation still slows finance teams and weakens decision confidence. Unified data foundations are becoming a strategic imperative.
- AI Strategy vs. AI Reality
AI excitement is high, but most organizations still lack the strategy, governance, and foundation to deploy it responsibly across finance.
- Board-Level Priorities
Margin pressure, operational efficiency, forecasting accuracy, and capital discipline have become board-level priorities — and the CFO is at the center.
A format for executive conversation
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.
What you'll take away from the evening
- 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.
Perspectives in the Room
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.
Designed for finance leaders operating at a strategic level
This event is intentionally curated to keep the room relevant, high-caliber, and conversation-rich.
A premium Austin setting for candid conversation
The evening will take place in a private Austin venue selected to match the tone of the gathering: intimate, polished, and designed for meaningful discussion.
Final venue details will be shared upon confirmation.
Request Your Invite
If you are a CFO or senior finance leader exploring how data and AI can strengthen margin performance,
forecasting, capital allocation, and strategic decision-making, we'd love to have you join us in Austin.
- Invitation-only event
- Limited to 12–15 senior finance executives
- Final venue shared upon confirmation
- Peer conversation, not a sales event
