From Job Fear to Competitive Edge: How One CFO Is Leading with AI – with Kevina Purmanund

About this Episode

What happens when a CFO realizes AI could replace her job, and decides to master it instead? In this episode, host Heather Cole sits down with Kevina Purmanund, CFO of the 1826 Group, live from the FEI Financial Leaders Forum in San Antonio. Purmanund shares how a single conversation with an investor sparked her AI journey, how she now runs ChatGPT, Claude, and Copilot side by side to compare results, and how a revenue-per-head report that used to take a week now takes 30 minutes. She also opens up about the mistakes AI has caused, the review process she built to catch them, and how she brought a skeptical accounting team along with weekly demos and hands-on projects. Along the way, they cover data security and compliance, what to look for in AI training, and why investing in coaching and peer networks has been just as important to her growth as any AI tool. Whether you are just starting to experiment or already building your own tools, this conversation offers a candid look at what it takes to lead through change.