The data in the dashboard was collected between November 11 and December 16, 2025 (about 600 responses) as part of The CFO Survey, a quarterly survey of financial executives run by Duke University and the Federal Reserve Banks of Richmond and Atlanta. It was then supplemented with data gathered in December 2025 and January 2026 from members of FEI (Financial Executives International), Nasdaq, and the Duke alumni network.
Findings may vary slightly from those in our research paper, “Artificial Intelligence, Productivity, and the Workforce: Evidence from Corporate Executives” due to data cleaning and response deidentification. See the research paper for more details.
The surveys posed several open-ended questions to financial executives regarding the roles and responsibilities replaced and enhanced by AI and the ways in which AI usage has been (un)helpful:
- Please describe the roles/responsibilities of the employees that were (or you expect to be) replaced by AI tools. ___________[Open-ended response.]
- Please describe the roles/responsibilities of employees whose roles were (or you expect to be) complemented or enhanced by AI tools. _________ [Open-ended response.]
- Please provide specific examples of AI usage or initiatives that provide value for your firm. ___________ [Open-ended response.]
- Please provide specific examples of AI usage or initiatives that either had little or no impact, or whose value was negative for your firm. Please explain why this deviated from your expectations. _________ [Open-ended response.]
A team of RAs sorted the responses to these questions and categorized them based on occupation groups from the Bureau of Labor Statistics (BLS). Special thanks to Kathleen Barrow, Akshara Bassi, Mac Gilliam, and Ayush Vats for their incredible work reviewing and organizing the responses and to Mac for putting together this dashboard.
The views expressed here are those of the authors and not of the Federal Reserve Banks of Richmond, Atlanta, or the Federal Reserve System.