Report: The Modern CFO’s AI Roadmap

A narrative report tracing AI’s impact on finance teams and beyond, and accompanying content. This is an example of the kind of integrated content I can develop: taking the big ideas of your organization, turning them into in-depth content, and equipping you to take them to your prospective clients.

Spaulding Ridge tasked me to work with their thought leaders, define their point of view on AI, and recommend to our finance clients how to respond. I drafted this report, with input from Spaulding Ridge experts and design from SR’s in-house designer Eva. Once the report was live, I followed it up with social posts, emails, supporting articles, and more. As a result, Spaulding Ridge saw dozens of warm leads, and sellers had the talking points to chase them down.