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:
From Automation to Agency: How can Agentic AI move finance beyond automation to proactively identify issues, recommend actions, and execute workflows?
The Future of FP&A: What role will Agentic AI play in enabling continuous planning, more agile forecasting, and faster decision-making?
Building Trust in AI-Driven Finance: What governance, transparency, and controls are needed to confidently embed AI into core finance processes?
Building a Trusted Foundation for Decision-Making: How can finance leaders improve confidence in their data, align planning and reporting, and deliver insights stakeholders can trust?
Turning Finance into a Strategic Business Partner: As expectations of the CFO continue to evolve, how can finance teams spend less time managing processes and more time driving business performance and growth?
❓Why Attend ❓
Our roundtables are closed-door, invite-only, chatham-house rules conversations with c-level execs
Learn how your counterparts 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 companies. Attendance is complimentary, but registration is subject to approval to maintain a senior-level audience.