LIVE ONLINE SESSION | TUESDAY, OCTOBER 27, 2026 | 1:00 PM ET / 10:00 AM PT | 45 MINUTES | FREE
Join Mike McCarty, CFO of Bloomberg Industry Group from 2016 to 2026, and Next Quarter CEO Rahul Shah, a CFO and COO for twenty years. In 45 minutes, they’ll cover how to choose the first finance process to hand to AI, how to test it against your own numbers, and who should sign off before anything goes live.
This event has ended.
Bring your questions for Mike. The last 10 minutes are live Q&A. Can’t make it? Register anyway and we’ll send the recording.
Mike McCarty, former CFO of Bloomberg Industry Group, with Rahul Shah, Puneet Gaur, and Ben Aspero of Next Quarter.
Three reasons come up again and again.
68% of CFOs aren’t sure which processes to target first (CFO Connect, 2026).
If every answer has to be checked by hand, the pilot saves no time.
If it’s unclear who signs off on what the AI recommends, it never goes live.
The agenda
01
Why applied AI starts with a problem measured in dollars rather than a tool, and the control pattern that keeps finance in charge: read the source, reason with finance policy, recommend a dollarized action, and route approval to the accountable owner.
Read
The source
Reason
With finance policy
Recommend
A dollarized action
Route
Approval to the owner
02
The 30 to 45 day path from one problem to production: discover, build and test against historical results, run in shadow mode with every action reviewed, then measure. What stays human and who approves.
Step 1
Discover
Step 2
Build and test
Step 3
Shadow mode
Step 4
Measure
03
How Fin Q helps the Office of the CFO turn questions into governed insight and coordinate action with human control.
Model it
FinClarity
Ask it
Fin Assist AI
Automate it
AI Agent Studio
Extend it
Applied AI
04
GuestMike McCarty, former CFO of Bloomberg Industry Group, on what a CFO needs to see before trusting AI with forecasting, close, and controls work, and how to bring the finance team along.
05
Ten minutes of open questions with all four speakers.
Audience
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Speakers
Former Chief Financial Officer, Bloomberg Industry Group
Led finance at Bloomberg Industry Group from 2016 to 2026, covering FP&A, accounting, payroll, pricing, customer operations, and controls. Earlier, divisional CFO at CSC, Nokia, and IBM.
Chief Executive Officer, Next Quarter
Spent twenty years as a CFO and COO before founding Next Quarter. Opens the session and covers Fin Q.
Chief Operating Officer, Next Quarter
Twenty years running operations, previously at DXC and Digital Management Inc. Covers the path from first problem to production.
Operating Advisor, Next Quarter
Has run procurement, finance, and operations at operating companies. Checks every claim against a real finance team.
A Defense company connected actuals, contract forecasts, CLIN funding, and pipeline in FinClarity, with Fin Assist AI speeding up recurring analysis and executive reporting.
Event details
No. It is a conversation about applied AI in finance, followed by a short overview of Fin Q. No one will ask to see your data.
Next Quarter's agentic AI platform for finance. FinClarity is a connected financial model. Fin Assist AI answers finance questions in plain English, grounded in source data. AI Agent Studio deploys governed finance agents, including ten prebuilt Finance Studio agents. Applied AI extends the platform to company specific finance problems.
Yes. Every registrant receives the written briefing at sign up and the recording within 24 hours of the session.
No. The webinar and the briefing are free.
Tuesday, October 27, 2026 | 1:00 PM ET / 10:00 AM PT
This event has ended.
