Decision-making tabletop
A decision-making tabletop on a cloned CEO voice requesting an urgent transfer.
- Situation
- A finance team receives a call that sounds exactly like the CEO, asking for an urgent confidential wire transfer before a deal closes.
- Approach
- Over three hours, executives faced escalating injects: a follow-up email, a pressured controller, then evidence the funds left. Each decision was logged against verification, legal and communication duties.
- Outcome
- The team adopted a call-back verification rule, clarified who can approve exceptions, and prepared notification templates for insurers and banks.
Lessons learned
- Verification steps must work under time pressure
- Approval exceptions need a named owner
- Insurer and bank contacts should be ready before an incident
Illustrative scenario, not a completed client engagement.