Session

Finance Copilots That CFOs Trust: Policy-as-Code, Lineage, and Evidence in 30 Days

This session gives CFO/FP&A leaders a practical blueprint to deploy AI safely and credibly by defining policy-as-code for sensitive data and model use. I will discuss ground AI outputs with cite-or-fail retrieval; capture lineage and approvals and discuss ways to implement lightweight evaluation gates before rollout. I will also share a 30/60/90 plan, metrics to monitor accuracy & risk and templates for audit-ready evidence. Attendees leave with a governance starter kit that accelerates benefits without compromising compliance.

Key Takeaways-
#1 A step-by-step policy-as-code and lineage checklist for AI in finance workflows
#2 Guardrail patterns (source citations, PII redaction, human-in-the-loop thresholds)
#3 CFO-ready metrics and evidence pack for audits and board updates

Shaurya Agrawal

Startup CTO & Board Advisor

Austin, Texas, United States

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