11:30 AM - 12:15 PM
12:15 - 12:25 PM
Amid the biggest technological revolution in a generation, we’ll convene the AI in Finance Forum. Above all else, we want this to be not just interesting and insightful but also practical and useful to you. So we will take a few minutes to outline the flow for the event, set the goals for the day and help you think about how best to put what you will learn to use when you return home.
Speakers: Dan Bigman & Glenn Hopper
12:25 - 1:15 PM
The emergence of powerful generative artificial intelligence opens revolutionary new options for nearly every business, with boundless possibilities. And that can be a trap, with buzzy, tactical to-dos driving out the core transformational efforts your organization needs to compete in the years to come. Bring paper and pen: In this workshop session, two of the savviest AI strategists in business today will lead attendees through a unique, interactive exercise, quickly unearthing your most critical vulnerabilities so you can shape them into massive opportunities.
Speakers: Syed Hoda and Glenn Holland, AWS
1:15 - 1:45 PM
AI holds out the promise of enabling CFOs to rebuild and lead their organizations in all new ways, from reporting and planning to controls and audit. But what does future even look like? How will it operate? And how do we get there? We’ll get a real-time, big-picture readout on how leading finance shops are making the future happen – today. Drawing on his experience as a CFOTech founder, M&A executive, and investor, Wouter shares examples of how AI is already being put to use to enhance finance capabilities, extend team output, and modernize infrastructure across the Office of the CFO, giving you new ideas on how you can accelerate your own AI transformation.
Speakers: Wouter Born, General Partner, Born Capital
1:45 - 2:15 PM
If your data is broken, your AI will be too. But cleaning it all up — and creating the processes to keep it clean — often seems the most monumental of tasks. Month-end reporting bottlenecks, disconnected metrics, and lack of data ownership limit the effectiveness of AI tools. This session will start your journey to building a foundation that supports smarter automation and forecasting. Led by Gabi Steele, co-founder of groundbreaking data management leader Preql, you’ll learn the strategies, techniques and tech you need to tackle the impossible.
Speakers: Gabi Steele, Co-Founder, Preql
2:15 - 2:45 PM
AI agents are now capable of doing more than just responding. They can take action, freeing up expensive manpower, enabling people to focus on more creative, high-value work that creates true business value. We’ll explore how finance teams are already using autonomous tools to eliminate repetitive tasks, automate workflows, and improve efficiency without requiring complex deployments or engineering resources. This isn’t science fiction — these are practical case studies with solutions you can put to use immediately.
Speakers: Sam Mallikarjunan, Growth Lead, agent.ai
2:45 - 3:00 PM
Grab coffee and connect with fellow finance leaders. Optional conversation prompts available for those interested in sharing use cases, lessons learned, and AI wins or challenges.
3:00 - 3:30 PM
Today’s finance leaders are uniquely positioned to champion the responsible use of AI. But how do you move from curiosity to confidence, especially when AI seems like the domain of engineers and data scientists? In this candid conversation, Shifra Williams shares how CFOs and their teams can become change agents, leveraging the tools they already know, embracing new capabilities like agents and automation, and leading AI adoption across the business. You’ll leave this session not only understanding the technology but feeling equipped to drive transformation from the front lines of finance.to move from Excel-based workflows to AI-powered forecasting using practical tools like Python and generative AI, all without a dedicated data science team.
3:30 - 4:15 PM
In this live panel discussion, we’ll explore how forward-looking finance leaders are navigating the intersection of AI, data security, and financial governance. When AI systems are making decisions, generating forecasts, or touching sensitive financial data, how do you ensure trust, privacy, and compliance? We’ll dig into emerging best practices for building audit trails, ensuring explainability, managing data access, and establishing robust controls for security and privacy. You’ll also hear how finance teams are addressing regulatory expectations and internal trust when deploying AI across the enterprise.
Moderated by Glenn Hopper
Panelists:
4:15 - 4:50 PM
In this closing session, Hopper will pull together the full day’s learnings to help you formulate your strategy for moving from AI evaluation to AI implementation. Plus, he will share his field-tested approach to rolling out AI in finance teams, with a focus on internal alignment, managing risk, early wins, and building momentum while keeping your controls, people, and reporting integrity intact. This is how you start—practically, pragmatically—to make AI a reality in your
Speakers: Glenn Hopper, Author and AI Advisor
4:50 - 5:00 PM
5:00 - 6:00 PM
Wrap up the day networking with your peers and speakers.
