Healdsburg Small Business Workshop: Safe AI for Cash Flow
Safely Run Your Own CFO Agent: A Working Session in Cash Flow and AI
Two hours, eight people, laptops open. We set up a CFO AI agent together, point it at real cash-flow questions, and work through sensible practices for handling business information when you use these tools. No slideware, no jargon — you leave with something running.
Registration is completed on Eventbrite.
- Date
- Tuesday, September 15, 2026
- Time
- 4:00–6:00 PM Pacific Daylight Time
- Venue
- CraftWork Healdsburg
- Address
- 445 Center Street, Healdsburg, CA 95448
- Admission
- Free — registration required
- Capacity
- Eight participants
Who it's for
- Owners and operators of small businesses in Healdsburg and greater Sonoma County — wine, hospitality, construction, ag, professional services.
- People who keep the books in a spreadsheet or QuickBooks and want faster answers about cash.
- Anyone curious about AI who wants a careful, hands-on start rather than a sales pitch.
What you'll learn
- How to set up and run a CFO AI agent on your own machine.
- How to ask it useful cash-flow questions — runway, collections, seasonality, pricing pressure — and how to sanity-check what comes back.
- Practices for handling sensitive business information: what to share, what to withhold, and how to reduce risk. No tool is completely secure, and we'll talk plainly about the trade-offs.
What you take home
A CFO AI agent
Configured during the session and yours to keep using afterward.
Operating instructions
A written setup and usage guide so you can repeat the steps at your desk.
Financial-analysis prompts
A starter library of prompts for cash flow, margin and scenario questions.
Your presenter
Vernon Budinger, CFA, is the founder of Neural Profit Engines, a fractional CFO practice serving North Bay businesses. His work centers on 13-week cash flow forecasting, financial analysis and applying quantitative and machine-learning tools to the decisions small businesses actually face.
Registration
The session is free, seating is limited to eight participants, and registration is handled on Eventbrite.
Reserve Your Free Seat on Eventbrite →Questions? Get in touch.