Jun 23, 2026 | Insights
Three Key Takeaways From Executive Breakfast on AI’s Role in the Enterprise
Vision Search Partners was pleased to team up with PwC to host an engaging executive breakfast bringing together CEOs and CFOs from leading mid-market organizations.
The discussion focused on the practical applications of AI across the enterprise, with a deeper dive into the evolving role of AI within the finance function. The conversation was insightful, candid, and highly relevant as organizations continue to evaluate how AI can drive meaningful business outcomes.
A special thank you to the PwC team for their collaboration and leadership in facilitating a thoughtful discussion, including Joe Bagtas, Haylee Glassman, Kelli Martin, Kristina Palazzo, Morgan Coury and Calen Byers.
A few key themes that resonated with attendees:
- Don’t budget for AI – budget for a business problem where AI can be part of the solution.
- Focus on small wins. The most successful AI initiatives often begin with a specific process or workflow rather than an enterprise-wide transformation effort.
- Despite significant investment in AI, many organizations are still working to demonstrate measurable returns through revenue growth, cost reduction, or operational efficiencies.
Thank you to everyone who joined the discussion and contributed to a valuable exchange of ideas.
