AI in the modern finance stack roundtable dinner

What’s actually working in finance technology?

AI, automation, and new finance tools are everywhere. But what is actually making it into production, improving the work, and earning trust from finance teams?

This deliberately small, closed-door dinner will bring together 25 CFOs, FP&A leaders, and financial systems and AI executives from organizations including Comcast and Zillow for an honest conversation about what is working, what is still theater, and where teams are placing their bets next.

No decks. No pitches. Just peer discussion around:

• What has moved from pilot to production across forecasting, close, reconciliation, and reporting
• Where tools are falling short once they leave the demo
• Whether to buy, build, or wait
• How leaders are driving adoption and trust

Date: Thursday, November 19

Time:
6:00 pm Arrival & dinner
6:45 pm Roundtable discussion
8:00 pm Close

Location: Ammos, 52 Vanderbilt Avenue, New York, NY 10017