Name: The Agentic Finance Executive Roundtable NYC
Start: 2026-12-03T18:00:00.000-05:00
End: 2026-12-03T21:00:00.000-05:00
Location: New York

CXO & Co / Wolters Kluwer

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.

📍Only available to registered guests, NYC

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.

Our roundtables are closed-door, invite-only, chatham-house rules conversations with c-level execs

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.