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Connect AI Tools with Confidence
About This Webinar
Before you use AI on company data, you need to set up a foundation you can trust.
Maxio executives Jon Cochrane, CFO, and Chris Weber, CPO, demonstrate how to safely connect tools such as Claude, ChatGPT, Codex, and MCPs to your financial data, build habits that make AI outputs more trustworthy, and establish the right governance and security controls.
You’ll walk away with greater confidence in connecting your finance data to AI, setting up governance, and using prompts and practical skills to generate trustworthy outputs.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
CFO, Maxio
Jon Cochrane is the Chief Financial Officer at Maxio, where he brings a rare combination of deep financial expertise and operator experience building the systems that modern B2B SaaS and AI businesses run on.
Jon began his career in public accounting and financial advisory at Ernst & Young before moving into controller and FP&A leadership roles at high-growth SaaS companies, gaining firsthand exposure to the operational friction finance teams face daily. He then transitioned into product and strategy, spending several years at Maxio building and scaling its payments infrastructure and partner ecosystem. That arc, from accounting to operator to executive, shapes how he thinks about finance: not as a reporting function, but as a driver of growth.
At Maxio, Jon has led initiatives delivering triple-digit year-over-year growth in payments and channel sales, while partnering directly with C-suite and board members on corporate strategy, pricing, and M&A. With AI woven into his own work, Jon has a clear perspective on how finance teams can use it to compress cycle times, sharpen forecasting, and reduce the manual work that has long defined back-office operations.
Jon holds both a Bachelor's and Master's in Accounting from Penn State University and is a Certified Public Accountant.
Jon began his career in public accounting and financial advisory at Ernst & Young before moving into controller and FP&A leadership roles at high-growth SaaS companies, gaining firsthand exposure to the operational friction finance teams face daily. He then transitioned into product and strategy, spending several years at Maxio building and scaling its payments infrastructure and partner ecosystem. That arc, from accounting to operator to executive, shapes how he thinks about finance: not as a reporting function, but as a driver of growth.
At Maxio, Jon has led initiatives delivering triple-digit year-over-year growth in payments and channel sales, while partnering directly with C-suite and board members on corporate strategy, pricing, and M&A. With AI woven into his own work, Jon has a clear perspective on how finance teams can use it to compress cycle times, sharpen forecasting, and reduce the manual work that has long defined back-office operations.
Jon holds both a Bachelor's and Master's in Accounting from Penn State University and is a Certified Public Accountant.
CPO, Maxio
Chris Weber is the Chief Product Officer at Maxio, where he leads product strategy for the company’s financial operations platform used by over 2,000 B2B SaaS companies. With a foundation in SaaS finance and revenue operations, Chris brings a unique blend of financial discipline and product innovation to scaling subscription businesses.
Prior to Maxio, Chris built his career in financial operations and accounting before transitioning into product and executive leadership. He later served as President & COO of SaaSOptics and Chargify, where he helped guide the companies through significant growth and their merger to form Maxio. Chris holds dual degrees in Accounting and Finance, along with a concentration in Business Management, from George Mason University’s Costello College of Business.
Prior to Maxio, Chris built his career in financial operations and accounting before transitioning into product and executive leadership. He later served as President & COO of SaaSOptics and Chargify, where he helped guide the companies through significant growth and their merger to form Maxio. Chris holds dual degrees in Accounting and Finance, along with a concentration in Business Management, from George Mason University’s Costello College of Business.
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