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TCG CFO Roundtable Invite only Past event

AI in Finance: Upskilling Your Team and Driving Adoption

What Works, What Doesn't and How to Practically Succeed

When Wednesday, 22 April 2026 · 7:30am–10:00am
Where London

This event has taken place. See upcoming events →

This session explores the people side of AI adoption: how to assess where your team actually sits, which training approaches produce results and how to deal with resistance at every level.

We will walk through practical tools for skills assessment, training programme design and adoption tracking. Attendees will discover what peer organisations have tried, where they have seen genuine behaviour change and where training investment has been wasted. There will be an open discussion on the specific challenge of engaging senior managers who are neither enthusiasts nor outright resistors but who slow progress through inaction.

This is an invite-only breakfast hosted by Peter Beard, Founder of GenFinance.AI.

Agenda

What to expect on the day.

  1. The People Challenge: Why Teams Stall

    Resistance patterns, the 'frozen middle', and why experimentation alone doesn't scale.

  2. Skills Assessment: Where Does Your Team Sit?

    Practical tools for mapping capability and readiness across your finance function.

  3. Training That Works (and What Doesn't)

    Programme design, delivery formats, and how to measure genuine behaviour change.

  4. Adoption Tracking & Accountability

    Frameworks for measuring uptake, identifying blockers, and sustaining momentum.

  5. Roundtable Discussion

    Interactive peer-led discussion on engaging senior managers and overcoming inaction at every level.

  6. Summary & Takeaways

    Skills assessment templates and adoption tracking resources introduced.

Who this is for

CFOs and finance leaders tackling AI adoption beyond experimentation

Hosts

Who's in the room.

Peter Beard

Peter Beard ACA BFP

Founder & Managing Director , GenFinance.AI

Peter is a chartered accountant and a recognised voice in finance AI, combining Big-4 audit experience with hands-on expertise in generative AI deployment. At GenFinance.AI, he leads a team focused on transforming finance and accounting teams through practical, secure, and measurable AI — from audit automation to forecasting, CPD training, and governance.

ICAEW Board MemberFellow at Perplexity AIEx-EY
Phil Dye

Phil Dye

Co-Founder & Director , Finance Executive Search

Phil co-founded The Consultancy Group and leads the firm's executive search practice at the most senior level. Two decades of relationships across the CFO and Finance Director community — appointing into FTSE-listed businesses, PE-backed companies and high-growth SMEs across Media, Technology, Consumer and Retail.

CFO SearchFinance DirectorExecutive SearchPE & FTSE
LinkedIn ↗
Charlie Griffiths

Charlie Griffiths

Consumer Finance , SME through FTSE permanent search

A decade appointing senior finance into TMT, retail and consumer. Finance Directors, Commercial Finance, FP&A and Controllers — across fast-growing SMEs and FTSE businesses.

TMTConsumer & RetailFinance DirectorFP&ACommercial Finance
LinkedIn ↗