AI in the Finance Function: What's Actually Working

​A small breakfast roundtable for finance leaders on what AI is actually improving in the finance function, what is not delivering, and what is worth doing next.

​There is a lot of pressure to have an answer on AI right now, but the market is noisy, the tools are mixed, and the honest conversation is rarely happening in public.

​This is a curated, off-the-record discussion for 8 to 10 finance leaders at fast-growing small and mid-sized companies. We will explore where AI is saving real time, where adoption is getting stuck, what is still overhyped, and where finance teams should focus next.

​Expect a practical peer conversation over breakfast - not a panel, not a pitch, and not the LinkedIn version of AI.

​Running order

​8:30am - 9:00am
Arrivals, coffee and breakfast served

​9:00am - 9:15am
Welcome, introductions and framing

​9:15am - 10:30am
Roundtable discussion: what is actually working with AI in finance?

​10:30am - 11:00am
Informal conversation over coffee

​Your hosts

​Juvern See trained at KPMG and has spent a decade inside finance and operations at high-growth companies, including scaling the finance function at Dext and building a multi-entity accounting platform at Translucent. She co-founded RORA, a fractional finance consultancy, and is now building in the finance automation space.

​Huw Walters is the Founder of Experimental Technology, where he has spent the past year working hands-on with small and mid-sized businesses putting AI at the centre of their operations. He has worked in AI since 2018, including as a Staff AI Product Manager at Meta and as Head of Product at an AI start-up acquired by TikTok.