mail.beehiiv.com

A secret invitation...

Brief

A secret invitation: Secret CFO tracked down finance operators building AI, recording interviews over several weeks to produce a pilot that mixes webinar and TV-format presentations. The invite-only secret screening is set for Wednesday, March 4, 2026 at 11:00 AM ET (4:00 PM GMT / 5:00 PM CET). The author found most teams run automation with a chat overlay, with a small subset pushing true innovation.

Cleaned source text

I went looking for the truth about AI in finance ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

February 27, 2026

Hey,

It's Friday. I'll be quick.

The question landing in my inbox more than any other right now: what's actually real with AI in finance, and what's just LinkedIn noise?

Fair question. And honestly? I wasn't sure I had a good answer.

So I went looking.

Most are just running fancy looking automation with a chat interface slapped on top. Cute, but… so what.

But I did meet a few who are genuinely pushing the boundaries.

So I rounded them up, and got them to show me exactly what they've learned, and then peppered them with questions. Some smart, mostly dumb.

And I recorded the whole thing.

The result is something a bit different. Part webinar, part TV pilot. Serious guests, a proper presenter, and yes, me in full 8-bit glory (I’ve even got legs).

But if you want to know more, you’ll have to join the secret screening next week on: Wednesday, March 4th. 11am ET / 4pm GMT / 5pm CET.

No big launch, this is a pilot… so just loyal readers first.

If you want in:

Join The Secret Screening

Have a great weekend,

Secret CFO

PS. Final instalment of the Storytelling CFO Playbooks series lands tomorrow.

Dover, Delaware 19901, United States

Terms of Service

[]( )