Why this matters
The financial engineering era is over
Cheap debt and multiple expansion no longer deliver returns. Today boards demand revenue growth, EBITDA expansion, and leaner operations powered by data and AI. This briefing shares the four plays modern CFOs apply to deliver measurable value in weeks — drawn directly from peer conversations at CFO Bourbon & Strategy sessions in Austin and across the US, and validated by a survey of 100+ finance leaders.
What you'll learn
Three takeaways you can act on this quarter
The Four CFO Plays
Capital allocation, pricing and profitability, operational cash with AI, and predictive decisions. Each play from our Playbook detailed with observations from our US events, survey results from 100+ CFOs, and the keys to execution.
The Data Layer That Activates AI
How Snowflake, DOMO, and data governance prepare finance for real AI use cases — with control, traceability, and real-time data. AI delivers results on precise inputs, not fragmented data.
The Value Premium at Exit
Why investors pay a higher multiple for companies with data-driven operational discipline. Real patterns and cases from CFO Bourbon & Strategy sessions in Austin and other US cities.
Who this is for
Designed for finance leaders with a P&L mandate
CFOs and VPs of Finance
Translate board pressure into measurable EBITDA and revenue improvements backed by data.
FP&A and Financial Strategy Leaders
Build forecasts, plans, and capital cases on a trusted, unified data foundation.
Private Equity Operating Partners
Generate portfolio value with disciplined data and AI plays before exit.
Featuring
The voices in the room
Clyde Calhoun
CEO, Root Idea LLC
Clyde is founder and CEO of Root Idea, helping organizations translate AI into business value. With three decades of Fortune 500 leadership, he advises CFOs and C-suite executives on AI strategy, adoption, and governance. An inventor and patent holder, he's delivered $65M+ in business value and now helps executives find competitive advantage while building the oversight AI requires to be used responsibly.
Frederick Deworken
CEO - BlueYeti
Fred DeWorken helps organizations turn data into practical, repeatable business value. With over 15 years leading the expansion of Tableau and Snowflake across Latin America —and two key IPOs in the data ecosystem (DATA, SNOW)—, he now leads BlueYeti as a Snowflake, Anthropic, and DOMO partner, guiding clients from strategy to real results.
Jason Parrish
General Partner at Altus Nova, Former Co-Founder of SMART Technologies
Jason Parrish has spent three decades founding and scaling companies — raising $35M+, selling $100M+ in revenue, and creating over $1B in value across ventures from early B2B internet applications to modern software consultancies. Today, as Co-Founder of Altus Nova Technologies, he helps organizations define product strategy and reengineer software around enduring business value, not just short-term wins.
Michael Kravec
Chief Customer Officer, BlueYeti
Michael brings decades of expertise in data, technology, and strategy. From pioneering machine vision and IoT solutions to scaling Tableau from $13M to $850M and founding Alteryx's Sales Engineering Center of Excellence, he's a proven GTM leader. At BlueYeti, he drives technical sales, partnerships, and thought leadership—helping businesses unlock agentic AI through high-quality data.
What makes this different
Practical insight, not a product pitch
Built in the field
Drawn from CFO Bourbon & Strategy sessions in Austin and other US cities. Peer conversations under Chatham House Rules — no theoretical frameworks.
Actionable patterns
Each play includes the data foundation it requires, the playbook steps, and the expected financial outcome. Ready to apply this quarter.
Executive conversation
Structured around accountability, governance, and measurable results. Zero vendor pitch.
No filler
60 focused minutes with case studies, live demo, and Q&A with operators who are doing the work.
Access the webinar
Save your spot
Complete the form to confirm your spot in this 60-minute briefing and receive the CFO Playbook PDF at the end of the session.
- The four CFO plays tested in the field
- The foundational data layer framework
- Live Q&A with operators doing the work