IMB Innovation Team  ·  April 23, 2026

AI for the Modern CFO

A 90-minute session with Don Barger

Director of Innovation & AI Strategy  |  IMB

From Microsoft Copilot to the AI Dividend — practical intelligence for the financial leaders building tomorrow's organizations.

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90-Minute Agenda

1
AI & Who I Am 1:30 – 1:40 PM  ·  10 min

An honest introduction — who Don is, how IMB is approaching AI, and why this moment matters for every financial leader in the room.

  • Don's background in innovation & AI strategy at IMB
  • Why CFOs are at the center of the AI transformation
  • The landscape today — what's real vs. hype
2
Your Experience with AI 1:40 – 1:45 PM  ·  5 min

Open conversation. How are you and your teams actually using AI today? What's working, what's frustrating, and where are the open questions?

  • Quick show of hands — tools in active use
  • Biggest barriers: budget, policy, trust, or skills?
  • What would change if AI actually worked as advertised?
3
Microsoft Copilot & Copilot 365 1:45 – 1:50 PM  ·  5 min

Most of you are already in the Microsoft ecosystem. Here's what Copilot actually does — and where the ROI shows up for finance teams.

  • Copilot in Excel, Teams, Outlook, and Word
  • Where Microsoft 365 Copilot pays for itself fastest
  • What to watch out for before rolling it out broadly
4
The AI Dividend 1:50 – 2:05 PM  ·  15 min

The single biggest concept for CFOs to internalize. The AI Dividend is the compounding return — in time, cost, and capacity — that organizations capture when AI is embedded into core workflows.

Time Saved  ×  People  ×  Frequency  =  AI Dividend
Small gains at scale compound into transformational capacity
  • What the AI Dividend is and how to measure it
  • Where it shows up first in finance organizations
  • The math: small efficiency gains at scale = massive ROI
  • Real examples — hours recovered, headcount redirected, decisions accelerated
  • How to build the case internally for AI investment
5
Live Demo — IMB AI Tools 2:05 – 2:25 PM  ·  20 min

See what's actually running in production at IMB. These aren't prototypes — these are real tools we built and deployed to support our global workforce and mission work.

  • FaithBot — AI-guided biblical engagement at scale
  • Sentinel — AI intelligence pipeline for global awareness
  • Reachy — multilingual voice AI for field contexts
  • Document Translation Engine — 20+ language support
  • AI Canvas — rapid prototyping platform for mission use cases
6
IMB Resources for Your Organization 2:25 – 2:35 PM  ·  10 min

You don't have to figure this out alone. IMB has built frameworks, training, and tools that translate directly to nonprofit and ministry finance contexts.

  • AI readiness assessment — where is your org right now?
  • IMB's AI adoption framework for non-technical leaders
  • Training pathways and self-service learning resources
  • How to connect with the IMB Innovation Team
Q&A
Open Q&A 2:35 – 3:00 PM  ·  Open

No clock. Ask anything — about AI strategy, specific tools, org dynamics, making the case to your board, or what Don would do in your situation.

Links & Tools from Today

🤖

FaithBot

IMB's AI-powered biblical guidance and engagement platform — a working example of AI at scale in a mission organization.

🎨

AI Canvas

IMB's rapid AI prototyping platform — explore and experiment with AI tools built for organizational work.

🌐

IMB AI Portfolio

The full portfolio of AI tools and projects from the IMB Innovation Team — updated regularly.

💼

Microsoft Copilot

Official adoption hub, training resources, and ROI calculators for Microsoft Copilot and Copilot 365.

📖

The AI Dividend

Don's full article on the AI Dividend framework — the compounding ROI model for leaders making the case for AI investment.

📅

Connect with Don

Questions after today? Don is available for follow-up conversations, consulting, and speaking engagements.

Monday Morning Action Plan

01

Audit One Workflow

Pick one process in your finance department that takes 2+ hours per week. Ask: could AI handle the first or last 20% of that task? Start there — not with a grand strategy, with one workflow.

This Week
02

Start a Copilot Pilot

Activate Microsoft 365 Copilot for 2–3 people on your team for 30 days. Ask them to log time saved each week. You need real data from your org — not someone else's case study.

30-Day Experiment
03

Calculate Your AI Dividend

Use the framework from today: Time Saved × People × Frequency. Run conservative numbers. Then build that one slide for your board — the one that reframes AI from a cost to a compounding return.

Board Ready
DB

Don Barger

Director of Innovation & AI Strategy  ·  IMB

Don leads AI strategy and digital innovation at the International Mission Board, one of the world's largest missions organizations. He builds AI tools that equip thousands of global workers, speaks on the intersection of technology and organizational transformation, and advises leaders navigating the shift to AI-native operations.