A roadmap for bringing AI into your finance team.
This forum is curated by finance leaders, for finance leaders—ensuring every conversation is grounded in real-world priorities. Space limited to 100 senior finance professionals.
The AI in Finance Forum is designed to answer that question in full.
Structured as a progression of thought and execution, the day moves from urgency to opportunity, through action, risk and ultimately implementation.
Each session builds on the last, guiding attendees from first principles through practical examples and into execution frameworks.
Learn how to evaluate AI tools and choose the right ones for your team’s needs.
Get practical strategies for leading change — even with teams still loyal to spreadsheets.
Session one
We begin with a clear premise: standing still is not a strategy. This session confronts the risks of delay and indecision, then shifts immediately into an interactive exercise that helps surface your organization's blind spots and turn them into opportunities.
session two
In this next session, we zoom out to define what a modern, AI-augmented finance function actually looks like. We give a high-level blueprint built on real examples of how to integrate AI in planning, reporting, and decision support.
session three
You cannot do any of this without clean, structured, and trusted data. This session tackles the real-world challenges of data chaos: scattered systems, disconnected metrics and unreliable reports. It offers practical, achievable steps to begin building a strong data foundation.
session four
With foundational data and strategy in place, you can begin to explore powerful new capabilities. This session introduces AI agents that can execute tasks, automate workflows and deliver meaningful impact without massive engineering lift.
Session five
What if you’re not a data scientist? This fireside session explores the role of the CFO as an AI leader -- someone who doesn’t need to build models but does need to lead transformation. You’ll leave with clarity on how to build credibility, spot opportunities and bring your team along for the journey.
session six
With power comes responsibility. This panel takes on the thorny challenges of governance, security, and compliance when AI tools begin influencing forecasts, workflows and financial outputs. You'll hear from leaders actively building guardrails for safety, privacy and control.
session seven
We close with implementation. This final session pulls the day together into a practical roadmap for putting AI to work. You’ll walk away with field-tested approaches to getting started, aligned, measured and ready to move.
This forum is curated by finance leaders, for finance leaders—ensuring every conversation is grounded in real-world priorities.
Agenda development is led by Glenn Hopper, a former CFO, AI strategy advisor and author of Deep Finance: Corporate Finance in the Information Age. With years of experience at the intersection of finance and technology, Glenn is working closely with industry leaders to shape a speaker lineup that delivers practical insights and forward-looking strategies for AI adoption across the finance function.
Stay tuned—our full list of featured speakers is coming soon.
Registration also includes a complimentary pass to Finance & Accounting Technology Expo, the largest gathering of finance and accounting technology professionals in the U.S., Nov 13-14, 2025 ($495 value).
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