Free resources
AI Resources for Finance Executives
Practical guides, frameworks, and tools built from 30 years in finance — designed to help you lead AI adoption with confidence.
Free guideFree Guide PDF
The Finance Executive's Guide to AI
A practical playbook covering the BEV CONTROL framework, the highest-ROI use cases for finance teams, a policy template, and a 30-day adoption plan — written by a finance professional who has done it.
What's inside
- Why AI requires a higher bar in finance
- The BEV CONTROL framework for audit-ready outputs
- Highest-ROI use cases ranked by time saved
- AI policy template for finance teams
- 30-day adoption plan that won't disrupt your close
- Vendor evaluation checklist
Want a guided walkthrough?
Schedule a complimentary conversation with Kandi Theobald to discuss AI adoption for your finance team.
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