Phil Wofford
AI Enabled Fractional COO & CFO
Wofford is a fractional COO/CFO and executive coach who helps founders and business owners scale, professionalize operations, and get their companies ready to sell. Drawing on deep experience across operations, finance, IT, and manufacturing, he has launched and exited multiple healthcare startups, turned around international manufacturing plants, and held C-suite roles in an INC 5000 company during rapid growth. Today he works with high-growth and mid-market firms to clean up financials, implement AI-enabled systems and KPIs, and build the leadership and operating rhythm needed for sustainable, profitable scale.
All Sessions by Phil Wofford
Use Case 2: AI in Small Businesses
Small businesses are moving past AI hype and into practical adoption, but the pattern is uneven, messy, and far more operational than most headlines suggest. This session explores where SMBs are actually using AI, what is driving adoption, the barriers holding firms back, and what these trends mean for banks serving small business clients. Attendees will leave with a clear framework for evaluating AI maturity in SMBs, identifying real opportunities, and separating meaningful adoption from empty buzz.
