The AI Finance Playbook

Registration & Breakfast

Build for the Billions

Scaling a hyper-growth company isn’t just about revenue—it’s about building a sustainable finance function that can keep up. We’ll unpack the frameworks behind scaling from a one-person team into a high-performing org—covering hiring, systems, and workflows that actually work.

AI Insights at Scale

As companies grow, so does the complexity of their data. We'll explore how leading finance teams are using AI to surface the “why” behind revenue movements, uncover meaningful insights, and drive faster, smarter decisions—without getting lost in the noise.

Lunch Break

AI, Audit, and the Path to IPO

As companies scale toward the public markets, audit standards are rising—and AI is changing how teams prepare. This session explores how to use AI in a compliant, GAAP-aligned way to streamline audits, enhance controls, and accelerate IPO readiness—without compromising trust or transparency.

The Modern AI Finance Stack (Demos)

See the future of finance in action with live demos of the tools, systems, and org designs powering today’s most forward-thinking finance teams. From automation to analysis to execution, get a firsthand look at how AI is reshaping the finance stack—built for speed, scale, and smarter decision-making.

Path to CAO / CFO

What does it take to become a modern CAO and CFO? Get a behind the scenes look at the pivotal roles, decisions, and lessons that shape the path. From building controls to leading transformation, learn how to navigate complexity, scale teams, and embrace AI in an evolving finance landscape.

AI CFO: Closed Door Conversation

An invite-only roundtable discussion with leading CFOs on how AI is reshaping finance. From strategic planning to operational execution, this off-the-record session dives into what’s working, what’s not, and how top finance leaders are navigating the shift—candid, unscripted, and behind closed doors.

Tactical Applications of AI in Finance & Accounting

A hands-on workshop designed to turn AI from a buzzword into a tool you can actually use. We’ll walk through real examples of how accounting & finance teams are applying AI to streamline workflows, reduce manual effort, and uncover insights faster. Whether you’re just getting started or looking to level up, you’ll leave with practical knowledge you can apply right away.

Networking & Reception

Dinner

Take part in intimate networking dinners hosted throughout the city.