LOCATION
Napa, CA
DATE & TIME
June 26, 2025
12:10 pm - 12:50 pm PST
The future of finance: AI strategic initiatives for the office of the CFO
In Accordion’s 2025 State of the PE Sponsor & CFO Relationship Survey Report: AI in the Finance Function, we found that 98% of sponsors have told their portfolio company CFOs to prioritize the use of AI in their finance orgs. PE-backed CFOs understand their mandate: sponsors want them to leverage AI for finance workstreams to drive value creation. And they want them to do it now, using this period of tariff-induced uncertainty and (likely) elongated hold periods as an opportune time to invest in tech-enabled finance processes. That said, the pace of AI adoption has been far slower than sponsors want. Why? CFOs say that it’s because they have no idea where to start or who to turn to for help.
To help PE sponsors uncover best practices for adopting AI in their portfolios’ finance function, Accordion’s session at PEI’s Operating Partners Forum in Napa – moderated by Kyle Roemer (U.S. Practice Lead for Data & Analytics) – will surround The future of finance: AI strategic initiatives for the office of the CFO. Join us on June 26th for an interactive discussion designed for Operating Partners to gain and share knowledge from our subject matter experts and their peers. We will cover:
- Practical use cases for your finance department: digitization and how AI comes into play
- Where CFOs should start: how to deploy and implement AI in phases
- AI tools for planning, budgeting, and forecasting with better accuracy and speed
- AI for finance: what comes next?