The Presentation: Using AI as a Financial Executive
This session explores how today’s finance leaders can use generative AI to elevate financial strategy, risk management and executive decision-making. You’ll see how structured AI prompting can enhance accuracy, speed and insight across core finance functions: from forecasting and investor communications to compliance and reporting. The focus is on turning AI into a trusted collaborator that amplifies, rather than replaces, financial expertise.
Participants will walk through practical, real-world examples drawn from The Finance Professional’s Guide to Generative AI. Topics include:
• Building board-ready financial narratives with precision prompting
• Automating routine processes such as reconciliations and close cycles
• Using AI safely under public, enterprise, and self-hosted models
• Strengthening leadership impact through AI-assisted analysis and communication
Attendees will leave with actionable prompts, workflows, and a clear framework for integrating AI into daily financial operations.
The Presenter
Ray Zaso, Founder and Principal of The Zaso Group, is a Strategic AI Advisor with over 40 years of technology-consulting leadership at KPMG/BearingPoint, Deloitte and Discover Consulting. He works with finance executives and mid-market firms to develop AI adoption roadmaps, readiness assessments, and operating models that turn data and automation into measurable business value. Ray hosts the Technology Reimagined podcast and authors guides, such as The Finance Professional’s Guide to Generative AI, a practical playbook for finance leaders pursuing accuracy, integrity, and strategic advantage in an AI-driven economy. View more about Ray at https://linkedin.com/in/rayzaso.
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| RSVP | Subject | Date / Time |
Attendees | Status | Suggested Donation | |
|---|---|---|---|---|---|---|
| Reserve A Spot | Using AI as a Financial Executive |
Dec 02
8:30am - 10:00am US/Pacific |
16 | Not registered | Free | |
| Reserve A Spot | AI and Leadership |
Jan 06, 2026
8:30am - 10:00am US/Pacific |
3 | Not registered | Free | |
| Reserve A Spot | TBA |
Feb 03, 2026
8:30am - 10:00am US/Pacific |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
Mar 03, 2026
8:30am - 10:00am US/Pacific |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
Apr 07, 2026
8:30am - 10:00am US/Pacific |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
May 05, 2026
8:30am - 10:00am US/Pacific |
1 | Not registered | Free | |
| Reserve A Spot | TBA |
Jun 03, 2026
8:30am - 10:00am US/Pacific |
1 | Not registered | Free | |
| Using AI in Your Job Search |
Nov 04
8:30am - 10:00am US/Pacific |
117 | Not registered | Free | ||
| The Interviewing Mindset |
Oct 07
8:30am - 10:00am US/Pacific |
58 | Not registered | Free | ||
| Value generation through strategic transactions |
Sep 02
8:30am - 10:00am US/Pacific |
23 | Not registered | Free | ||
| San Diego Social Networking Event |
Aug 26
4:00pm - 6:30pm US/Pacific |
21 | Not registered | $25.00 | ||
| Current market for buying and selling a business |
Jul 01
8:30am - 10:00am US/Pacific |
18 | Not registered | Free | ||
| Planning Meeting |
Jun 03
8:30am - 10:00am US/Pacific |
4 | Not registered | Free | ||
| Explaining financial statements to other executives from an operational and strategic point of view |
May 06
8:30am - 10:00am US/Pacific |
60 | Not registered | Free | ||
| Banking Market Update |
Apr 01
8:30am - 10:00am US/Pacific |
48 | Not registered | Free | ||
| Does Your Brand Resonate with Clients |
Mar 04
8:30am - 10:00am US/Pacific |
26 | Not registered | Free | ||
| Safeguarding Your Business in 2025: threats, solutions, and leadership strategies |
Feb 04
8:30am - 10:00am US/Pacific |
37 | Not registered | Free | ||
| Building a Brand That Means Business |
Jan 07
8:30am - 10:00am US/Pacific |
44 | Not registered | Free | ||
| LinkedIn for businesses and individuals |
Dec 03, 2024
8:30am - 10:00am US/Pacific |
44 | Not registered | Free |
Welcome to the San Diego Chapter of The Financial Executives Networking Group (FENG), with almost 700 members, including San Diego residents and many remote members. We meet monthly via Zoom and give participants an opportunity to introduce themselves and provide speakers on topics relevant to financial executives.
This chapter draws from a deep and geographically diverse pool of senior management talent and financial disciplines. Out-of-town residents with an active interest in San Diego are welcome to join and attend any events.
Each San Diego meeting on zoom offers one CPE credit if you attend the majority of the meeting. Please write to Jim Carr for more information. Jim Carr,
[email protected]
San Diego FENG members benefit directly from Matt Bud’s Daily Newsletter, including meeting announcements and a featured editorial article of topical interest to financial execs. Senior level financial job postings around the world are available on this website in the Job Leads section on your dashboard.
Job Clubs are also available for those in active search mode - You have a unique and invaluable opportunity to connect with others, share insights and collaborate on innovative solutions to today’s challenges of job search. Through in-depth discussions with other FENG members interested in similar financial roles, you will stay updated on industry trends, exchange best practices, learn about new technology and create meaningful connections with other finance leaders in your club.
Meeting Dates, Time and Location
With rare exceptions, we meet via Zoom the first Tuesday of each month from 8:30-10:00 AM, with an August hiatus. Meetings begin with half an hour of news, announcements and personal introductions, followed by a guest speaker(s) on a topic of timely interest. Please check out the Meetings tab for a list of upcoming topics.
Members, prospective members and invited guests can register for meetings. If you are a non-member, please send an email and let us know who you are, who referred you and your interest in attending the meeting to:
Reuven Rubinson, CPA
San Diego Chapter Chair
[email protected]
About The FENG
The Financial Executives Networking Group is a 501(c)(3), founded in 1991 as a forum for senior financial executives to share job opportunities and experiences. Members have held titles such as Chief Financial Officer, Controller, Treasurer, Managing Director, as well as Vice President of Tax, Mergers & Acquisitions, or Internal Audit.
Please Donate to The FENG
The FENG is NOT a fee for service organization - We live on voluntary contributions. This approach to funding our operations is part of the spirit of that makes our “circle of friends” work so well. Although we do have an army of volunteers, we still need cash to support our considerable out-of-pocket expenses. If you can afford to, please make a voluntary contribution from time to time - Any amount you can contribute is fine. We do not seek to create a financial burden for anyone - Donate what you can and when you can. To pay by credit card, go to the donations tab on your dashboard of this website and follow the instructions to donate.
These are our Chapter's recently recorded meetings.
| Total Members | 563 |
|---|---|
| Alumni | (57%) 321 |
| Active | (39%) 218 |
| Associate | (1%) 2 |
| Retired | (4%) 22 |