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Invitation Only · Working Session for Finance Leaders

Beyond the Hype:
Reality, Readiness & the Real Cost of AI in Finance

An invitation-only roundtable on AI hype vs. reality, unit economics, and what a defensible 90-day roadmap actually looks like.

Tuesday, September 15   ·   8:30–10:30 AM   ·   AIM / Addison Office in Edina, MN
Register Today

Cutting Through The Noise

Every finance leader has heard the AI hype.

Fewer have seen it survive contact with their own data. This working session starts with an honest look at hype versus reality, including where AI’s promised cost savings hold up and where unit economics and token usage tell a different story.

From there, you’ll work through a live framework for sorting your own team’s work into what stays human, what AI assists, and what AI can fully own.

You’ll leave with a clear readiness framework and a draft 90-day roadmap, built from your own inputs, not a generic template.

What You’ll Walk Away With

  • Hype vs. reality — where AI’s promised savings hold up against real unit economics and cost structures
  • A live sort of your own work — what stays human, what AI assists, and what AI can fully own
  • Real use cases, sorted live — a practitioner’s view of where AI actually works inside the CFO’s office today
  • A readiness lens beyond the tech — where strategy, data, process, and people actually determine whether AI delivers
  • A draft 90-day roadmap — built from your inputs, not a generic template

Who Should Attend:

  • Chief Financial Officers
  • Chief Accounting Officers
  • Chief Operating Officers
  • Controllers
  • Directors of Finance
  • VPs of Finance

And anyone evaluating how and where to bring AI into their finance function.

Event Details:

  • Date: Tuesday, Sept. 15
  • Location: AIM Consulting / Addison Group Office, 7201 Metro Blvd., Edina, MN
  • Format: In-person, executive roundtable

You’ll be in the room with other finance leaders facing the exact same questions, working through the same exercises side by side.

Presenters:

Adam Paquappan | AIM
AI Strategy & Transformation
Helps leaders turn AI adoption into a change-management plan, not just a tech rollout.

Dan Marotto | Kranz
Finance Domain Expertise
Brings a practitioner’s view of AI inside the CFO’s office, from reconciliations to variance analysis to auditor judgment.

This event is co-hosted by Addison Group, AIM Consulting, and Kranz Consulting: three specialty firms within the Addison Group family of brands.

Together, they bring deep expertise in financial operations, strategic technology, and growth-stage finance to help your organization turn AI curiosity into action.

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Addison Group
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