CFO Guide

CFO AI Guide + Risk Checklist

A practical, audit-ready checklist to adopt AI with confidence—simple, strong, and disciplined.

Risk assessment and governance illustration

Risk Management Checklist

Mark items completed as you establish controls and guardrails.

Data Security & Privacy

Use enterprise-grade platforms; avoid public data training.Keep financial data in secure cloud regions; enforce RBAC.Define data retention and deletion policies.Segregate PII and enable audit logging.

Vendor Diligence

SOC 2 Type II or equivalent; review ISO 27001 controls.Evaluate financial stability and references.Data ownership, export, and deletion are contractual.Incident response SLA and escalation paths.

Compliance & Audit

Human-in-the-loop for material decisions.Maintain complete audit trails for recommendations.Document decision criteria for SOX and internal audit.Clear AI governance and approvals.

Operational Risk

Pilot in non-critical areas; instrument KPIs.Fallback procedures if systems fail.Training on limitations and proper usage.Continuous monitoring of accuracy and drift.

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Keep a human in the loop for material decisions. Instrument KPIs before scaling.

30‑Day AI Guide for CFOs

A free Notion course covering daily prompts and practices for AI adoption in finance.

Comprehensive AI and automation consulting across the enterprise.

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