San Diego, CA
Next Meeting
RESERVE A SPOT
Date:
Tuesday May 5, 2026 8:30am - 10:00am America/Los Angeles
Location:
Zoom
Agenda:

Discussion: Using AI as a Financial Executive

In December Ray explored how today’s finance leaders can use generative AI to elevate financial strategy, risk management and executive decision-making. He talked about how structured AI prompting can enhance accuracy, speed and insight across core finance functions: from forecasting and investor communications to compliance and reporting. His focus was on turning AI into a trusted collaborator that amplifies, rather than replaces, financial expertise. He walked through practical, real-world examples drawn from The Finance Professional’s Guide to Generative AI. Topics including:

• 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

In this meeting, we have asked Ray to lead a discussion to answer any questions participants may have regarding AI - a follow-up to our April meeting on practical uses of AI.

 

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.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Using AI as a Financial Executive May 05
8:30am - 10:00am America/Los Angeles
8 Not registered Free
Reserve A Spot Accounting and Audit update Jun 03
8:30am - 10:00am America/Los Angeles
4 Not registered Free
Reserve A Spot Executive Benefits Jul 07
8:30am - 10:00am America/Los Angeles
1 Not registered Free
Reserve A Spot California Employment Training Panel Sep 01
8:30am - 10:00am America/Los Angeles
2 Not registered Free
Reserve A Spot TBA Oct 06
8:30am - 10:00am America/Los Angeles
2 Not registered Free
Reserve A Spot TBA Nov 03
8:30am - 10:00am America/Los Angeles
1 Not registered Free
Reserve A Spot TBA Dec 01
8:30am - 10:00am America/Los Angeles
1 Not registered Free
Practical uses of AI Apr 07
8:30am - 10:00am America/Los Angeles
45 Not registered Free
Leading Without Reactivity Mar 03
8:30am - 10:00am America/Los Angeles
33 Not registered Free
Business Tax Update - 2026 Changes Feb 03
8:30am - 10:00am America/Los Angeles
47 Not registered Free
AI and Leadership Jan 06
8:30am - 10:00am America/Los Angeles
96 Not registered Free
Using AI as a Financial Executive Dec 02, 2025
8:30am - 10:00am America/Los Angeles
105 Not registered Free
Using AI in Your Job Search Nov 04, 2025
8:30am - 10:00am America/Los Angeles
117 Not registered Free
The Interviewing Mindset Oct 07, 2025
8:30am - 10:00am America/Los Angeles
58 Not registered Free
Value generation through strategic transactions Sep 02, 2025
8:30am - 10:00am America/Los Angeles
23 Not registered Free
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4:00pm - 6:30pm America/Los Angeles
21 Not registered $25.00
Current market for buying and selling a business Jul 01, 2025
8:30am - 10:00am America/Los Angeles
18 Not registered Free
Planning Meeting Jun 03, 2025
8:30am - 10:00am America/Los Angeles
4 Not registered Free
Explaining financial statements to other executives from an operational and strategic point of view May 06, 2025
8:30am - 10:00am America/Los Angeles
60 Not registered Free

Chapter Description

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.

Recorded Meetings

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Member Stats

Total Members 497
Alumni (57%) 284
Active (39%) 194
Associate (1%) 2
Retired (3%) 17