The Agentic Finance Executive Roundtable NYC
Join us for NYC's most exclusive evening for enterprise finance leaders
An exclusive, invite-only executive roundtable and dinner with CFOs, Finance Directors, VPs Finance & Controllers from some of the biggest companies in NYC
🍽️ Enjoy a free 3-course meal & wine pairing at one of NYC's most sought after restaurants!
🗣️ The conversation: Agentic AI-enabled solutions for FP&A and the financial close
We're bringing together NYC's top finance leaders for a closed-door evening of candid, peer-to-peer discussion.
📋 Event agenda 📋
06:00 pm: Champagne Reception
06:20 pm: Opening Remarks
06:30 pm: Expert-Led Discussion and 5-Star Three Course Dining Experience
09:00 pm: Final Networking & Closing Remarks
📅 Thursday 3rd December 2026
🕥 6pm until 9:00pm
📍Only available to registered guests, NYC
The discussions will cover:
Where agentic AI can genuinely transform FP&A - moving beyond copilots to autonomous agents that can analyse performance, build forecasts, run scenarios and surface insights proactively.
Reinventing the financial close - how AI agents could automate reconciliations, variance analysis, journal preparation and exception handling to deliver a faster, more continuous close.
Trust, controls and governance - determining what finance teams are comfortable delegating to AI, where human approval remains essential, and how organisations maintain auditability and compliance.
Connecting fragmented finance data - how agentic solutions can work across ERP, EPM, CRM and other enterprise systems without creating yet another disconnected layer of technology.
The future finance operating model - what AI means for the role of FP&A, controllership and finance teams, including which activities disappear, which become more strategic, and how CFOs should measure the ROI of adoption.
❓Why Attend ❓
Our roundtables are closed-door, invite-only, chatham-house rules conversations with c-level execs
Learn how your counterpart's are planning to tackle the biggest issues of 2027
Benchmark with your industry peers
Discover next-level ideas
Network with execs at your level
❓ Is this for me ❓
Please note this summit is a free event for CFOs and finance execs of large enterprises. Attendance is complimentary, but registration is subject to approval to maintain a senior-level audience.