Run Your Own CFO Agent: A Working Session in Cash Flow and AI

Schedule

Tue Sep 15 2026 at 04:00 pm to 06:00 pm

UTC-07:00
Location

445 Center St | Healdsburg, CA

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Vernon Budinger earned an MBA and has worked in Finance for 30 years. 8 participants will receive his AI CFO Agent & training for FREE.
About this Event

This workshop is not open to bookkeepers, accountants, or CFOs (full-time or fractional).


This is a FREE working session, not a lecture

Bring your laptop and two years of financial statements with 24 months of columnar data, your company mission, and growth targets.

You will receive the following for free:

  1. The Neural CFO AI agent in either ChatGPT Codex or Claude Cowork.
  2. Instruction manual
  3. 7 Articles that cover every step of the CFO Process
  4. 200 CFO prompts

During this small, hands-on session, you'll learn how to run an AI-based CFO analysis system designed to examine your company's cash position, profitability, financial risk, future scenarios, and strategic options.

We will work through how a CFO looks at a business using two perspectives at the same time:

Can the company afford the decision? & Does the decision actually create economic value?

You'll see how cash flow, working capital, margins, financial returns, forecasting, uncertainty, and future options fit together as one decision system.


And I'm giving you a "CFO in a can" - the entire system and more!



Event Photos
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Where is it happening?

445 Center St, 445 Center Street, Healdsburg, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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