Before you use AI on company data, you need to set up a foundation you can trust.

Maxio executives Jon Cochrane, CFO, and Chris Weber, CPO, demonstrate how to safely connect tools such as Claude, ChatGPT, Codex, and MCPs to your financial data, build habits that make AI outputs more trustworthy, and establish the right governance and security controls.

You’ll walk away with greater confidence in connecting your finance data to AI, setting up governance, and using prompts and practical skills to generate trustworthy outputs.

Finance teams are already putting AI to work in their day-to-day processes.

We’ve seen teams use AI to identify AR exceptions, flag AP anomalies and T&E violations, reconcile cash, and streamline the billing-to-revenue recognition process.

We’re excited to welcome Maxio customer, Nick Blanchard, VP Finance & Accounting at Curve Dental, along with Maxio’s Director of Partner Operations, Hillary Frost, to lead you through this episode of the series where you’ll learn practical steps for incorporating AI into your workflows and walk away with skills and reports that can help you save time in your day-to-day work.

AI promises to transform finance and accounting, but what is delivering real value today, and what is still mostly hype?

Join Maxio CFO Jon Cochrane and Alex Diaz-Asper, Partner at Cherry Bekaert, for a candid conversation about how finance teams are putting AI to work. They’ll explore what has changed in the day-to-day, what AI now makes possible, and how teams are tackling work without established playbooks or historical data.

You’ll also hear how Alex evaluates new AI tools, decides what is ready for client work, protects sensitive data, and determines when a purpose-built solution is worth adopting.

Investors want to know how companies are using AI, but simply checking the box isn’t enough. They’re looking for evidence that AI is improving decisions, strengthening operations, and ultimately creating shareholder value.

Join Maxio CFO Jon Cochrane and Casey Rihn, Senior Director of Operations at K1 Investment Management, for an investor’s perspective on where AI is delivering meaningful results. They’ll discuss how board expectations are changing, what separates genuine progress from AI theater, and where AI is having the greatest impact on finance teams today.