Topic: From Reporting to Orchestration: Why Finance Will Lead the AI Operating System of the Business

Speaker:  Rob Nicoletti, Founder and CEO of HALO
 

Presentation

1. What AI Is—and What It Is Not 
- A practical, non-technical framing of AI for finance leaders 
- Why AI is fundamentally dependent on data quality and context 

2. The Critical Role of Financial Data in AI 
- Why accuracy, consistency, and governance matter more than volume 
- How financial data becomes the backbone for trustworthy AI outputs 

3. The Evolving Role of Finance in an AI-Driven Organization
- The shift from historical reporting to forward-looking decision support
- Why finance is positioned to guide responsible AI adoption 

4. The Limits of Backward-Looking Reporting 
- How lagging insights slow decision-making
- The impact of disconnected systems and fragmented data 

5. From Reporting to Orchestration 
- What orchestration means in a finance and leadership context 
- How AI supports scenario planning, alignment, and better decisions 

6. Implications for Finance Leaders and Teams 
- How finance roles and expectations are changing - Considerations for professionals navigating leadership and career transitions 

7. Discussion & Q&A

Speaker's bio:

Rob Nicoletti is the Founder and CEO of HALO, an Executive Intelligence Platform designed to help leadership teams bring AI into their organizations safely, securely, and at scale. HALO gives executives a clear, trusted view of the business—so AI supports better decisions without creating unnecessary risk.

Rob works with founders, CEOs, and executive teams who recognize that AI adoption is no longer optional—but that ungoverned AI introduces real threats to data security, decision quality, and organizational alignment. His work helps leaders move from fragmented experimentation to structured, executive-owned AI intelligence that aligns strategy,
operations, and outcomes.

Over the course of his career, Rob has worked across more than 80 industries and with thousands of executives, helping organizations align teams, scale operations, and drive billions of dollars in revenue.

Before founding HALO, Rob spent over 20 years as a consultant and operator helping organizations scale through clarity, alignment, and accountability. He has advised companies ranging from startups to multi-billion-dollar enterprises, helping leadership teams reduce wasted time, eliminate misalignment, and gain confidence in executive
decision-making.

Rob is the author of How Revenue Happens and a frequent national speaker on executive leadership, AI governance, and the future of decision-making. His perspective is grounded in a simple principle: AI should strengthen executive judgment—not replace it. When implemented through an executive intelligence platform like HALO, AI becomes a strategic advantage rather than a liability.