

Zenskar Finance Exchange | San Francisco
The most consequential shift in finance right now is not about tools. It is about judgment.
Which decisions to delegate to AI?
Which to protect?
How to govern, report, and lead through a transformation that is moving faster than any playbook can keep up with?
Finance Exchange 2026 is built to have the conversation openly.
Speakers
Jeff Epstein, Operating Partner, Bessemer Venture Partners
Priya Rajan, Managing Director, MUFG
Emre Alpargun, Chief Audit Executive, Palo Alto Networks
Sruthi Lanka, CFO, Public.com
Alex Gurevich, Head of Finance, Gamma
Melody Bell, Director of Accounting, Runway
Chitra B., President and CFO, CircleCI
Sina Saffari, SVP of Finance, Genesys
John Bonney, Chief Financial Officer, Temporal Technologies
Chirag Desai, Chief Financial Officer, Cyflare
Rob Brenan, Head of Finance, iink Payments
Joshua Borin, Head of Business Operations, Sardine
Pierre-Andre Liduena, CFO, Cast AI
Ramandeep Shergill, Founder, Fiscal Founders
Murray Newlands, Chief Executive Officer, Open Future Forum
Alok Goel, Co-Founder & CEO/CFO, Drivetrain
David Rapoport, GTM | Partnerships, Aleph
Sandeep Chopra, Co-CEO & Co-Founder, Lensing
Sam Yen, GM of AI, Lensing
Parker Gilbert, Co-Founder, Numeric
Gabriel Cunha, AI Solution Specialist, NetSuite
Theresa Robarge, SaaS Industry Advisor, NetSuite
Apurv Bansal, Co-Founder & CEO, Zenskar
Saurabh Agrawal, Co-Founder & CTO, Zenskar
Agenda
Check-in and Coffee
Opening Keynote
The AI Premium: How CFOs and Investors Evaluate, Monetize, and Value AI
Build vs. Buy? How Finance Teams Are Building Tech Stacks in 2026
Break
AI Workshop: Live-Building Real Finance Workflows
From Manual Work to Autonomous Finance: Building the Agent-Ready Close
Break
The Economics of AI Pricing: How CFOs Are Rethinking Pricing in 2026
Deterministic by Design: The Line AI Shouldn't Cross
Closing Remarks
Networking and Happy Hour
Brought to you by
Zenskar – AI-Native Order-to-Cash Automation Platform
MUFG - Global Financial Partner for Businesses
NetSuite – The #1 AI Cloud ERP
Lensing.AI – ERP Reinvented for the AI Era
Drivetrain – The AI-native Business Planning Platform
Numeric — AI-Powered Accounting and Close Automation
Aleph - AI-native FP&A software
Community Partners
Operators' Guild – Home to the world's top operators
FIF Collective — A Global Community for Women Leaders in Finance & Tech
Otto-Mates - A community of accounting and finance professionals automating the repetitive.
Strategic Partners
Earn CPE Credits
Attendees can earn up to 4 CPE credits at no cost by attending the full program.
Learning Objectives
Evaluate how AI and automation can be applied across finance processes, including when to use AI, deterministic automation, or human review.
Assess the financial implications of AI, including valuation, pricing models, cost forecasting, and margin management.
Explore frameworks for building, buying, and deploying AI-enabled accounting processes with appropriate data, workflows, and controls.
Program Details
Field of Study: Information Technology (3.0 CPE), Accounting (0.5 CPE), Finance (0.5 CPE)
Program Level: Intermediate
CPE Credit: 4.0
Delivery Method: Group Live
Prerequisites: None
Advanced Preparation: None
NASBA Sponsor
Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Finance Exchange 2026 is invite-only. Space is limited and all applications are reviewed.
To speak, reach out to: contact@zenskar.com