Cover Image for Build the AI-Native Office of the CFO Stack
Cover Image for Build the AI-Native Office of the CFO Stack

Build the AI-Native Office of the CFO Stack

Hosted by Anishka Agarwal & Trevor Shih
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About Event

​Join Maxima, Levelpath, Fazeshift, and Summation for an interactive workshop on building the AI-Native Office of the CFO.

​We’re bringing together 25 CFOs and VPs of Finance and together, we’ll work across the core finance stack — accounting, FP&A, AR, and procurement — and get practical about where AI can actually change how the work gets done.

​No panels or pitch decks. You’ll rotate through small-group working sessions, compare how your peers are approaching AI, and leave with a prioritized view of where AI can have the greatest impact in your organization, where you’re ready to move today, and what to tackle next.

​What to expect:

  • ​Interactive working sessions with leaders from Maxima, Fazeshift, Levelpath, and Summation

  • ​25 fellow CFOs and VPs of Finance determining how to adopt AI across their stack

  • ​Real-world AI-native scenarios and a look at how each workflow changes in practice

  • ​A personalized view of your highest-impact AI opportunities, readiness gaps, and next steps

Location
Levelpath
50 Fremont St #2000, San Francisco, CA 94105, USA