Zenskar CFO Exchange | San Francisco
About This Summit
85% of CFOs recognize AI’s potential, but only 39% have implemented AI effectively in their operation.
The gap is not due to a lack of awareness - it's a lack of actionable implementation knowledge.
We're hosting an exclusive gathering of over 100+ finance leaders in San Francisco on November 6 to answer just that.
Unlike typical finance conferences filled with vision for AI, and what it can potentially do, this summit focuses on real AI success stories from finance leaders who are actually using AI in their finance operations today.
What You'll Get
🎯 Hear Real Success Stories
Learn directly from high-growth CFOs who've successfully implemented AI in finance. Get the real playbook, challenges, and ROI numbers.
📋 Get Actionable Playbook
Leave with concrete strategies you can implement immediately. See live demos of AI tools that automate finance operations and are already driving measurable ROI.
🤝 Build Executive Network
Build relationships with finance leaders who understand your challenges. Access a network of executives who can share ongoing insights as you implement AI in your organization.
Speakers:
Jeff Epstein (Operating Partner, Bessemer Venture Partners)
Meera Oak (Partner, Alumni Ventures)
Sailesh Ramakrishnan (Managing Partner, Rocketship.vc)
Subhash Tibrewal (Chief Financial Officer, Observe.AI)
Pierre-Andre Liduena (Chief Financial Officer, Cast AI)
Javier Cortes Angel (Chief Financial Officer, Lang.ai)
Teddy Collins (EVP, Finance, SeatGeek)
Leena Swar (Sr Director of Finance, Zeni)
Rachel Xue (Director of Finance, Agency Analytics)
Brady Nikolas (Senior Accountant, Spectora)
Evan Osheroff (Managing Director, Jefferies)
Jimmy Hallsworth (VP of Procurement Strategy, Spendflo)
John Voorhees (Vice President, Solution Consulting, NetSuite)
Nicolas Kopp (CEO & Founder, Rillet)
Bruce Capagli (CEO, OptiMed Tech)
Sandeep Chopra (Co-Founder, Everest Systems)
Pujun Bhatnagar (Co-founder, Kintsugi)
Alok Goel (Co-founder, Drivetrain)
Apurv Bansal (Co-founder & CEO, Zenskar)
Saurabh Agrawal (Co-founder & CTO, Zenskar)
And more....
Agenda
Welcome & Introductions: Guest check-in and informal networking over light snacks.
Investors' Perspective: Separating What's Working from Noise in Finance AI: Learn which finance stack areas VCs see getting rapid adoption, what's overhyped, and what CFOs should watch closely.
Avoiding Failed Pilots: Founder Insights on Successful AI Deployment: Get frameworks to evaluate AI-ready solutions versus hype, lessons from pilot projects, and real ROI examples from Zenskar and Rillet.
From Close to Clarity: Real CFO AI Success Stories: See how AI transforms month-end close, budgeting, and forecasting in NetSuite, and how dynamic analytics surface risks and opportunities.
Networking Break: Connect with finance leaders and speakers over refreshments.
Sales Tax, Rev Rec & Real-Time Reporting: How AI Is Solving Finance's Biggest Headache: Learn how finance leaders streamline compliance, achieve real-time visibility, and automate repetitive tasks. Get evaluation criteria and implementation lessons.
AI as Your ERP Builder: 4 Questions Every CFO Should Ask: Master 4 critical vendor questions and learn how to extend ERP functionality while de-risking AI through sandboxing.
Spreadsheets to Strategy: How CFOs Build Smarter Finance Teams: Get FP&A tool evaluation frameworks, implementation best practices for driving adoption, and strategies to measure ROI.
Executive Networking & Happy Hour: Exchange contacts and discuss implementation challenges with fellow finance leaders.
Brought to you by
Zenskar – AI-Native Order-to-Cash Automation Platform
NetSuite – The #1 AI Cloud ERP
Kintsugi – AI-Powered Tax Automation Software
Everest Systems – ERP Reinvented for the AI Era
Drivetrain – The AI-native Business Planning Platform
Community Partners
Operators' Guild – Home to the world's top operators
Build Scale Grow – CFO community driving real change
Strategic Partners
Registered attendee details (name, company, role) will be shared with other attendees to help spark new connections and maximize networking!
If you are a panelist/vendor partner/Zenskar Customer, please reach out to [email protected] for your code.