

CFOs Unfiltered: The 2027 Playbook
Some finance teams have already rebuilt how they work for the AI era. Most are still deciding where to start. On December 9, an invite-only room of 20 Chicago finance leaders will sit down at Soho House to compare notes on what's actually working, what's hype, and what the finance function looks like in 2027.
The room is curated and capped at 20. If you lead finance at a tech company, this is the conversation you'll want to have been part of before year-end close takes over.
We'll open with a fireside conversation between Chicago finance leaders, including Rick Summer, fractional CFO and COO and Chicago chapter lead for Operators Guild, followed by open Q&A. Then we'll sit down to dinner and keep the conversation going. Topics on the table include:
Ahead or behind? Where finance teams really are on AI adoption
Build vs. buy: what's easy to build now, and who maintains it after
The finance org of 2027: how AI changes team design and process, not just the tool stack
Getting buy-in: making the case for AI in finance to the CEO and the board
No presentations and no pitches. Just a candid evening with peers who get it.
Who it's for: CFOs, Controllers and VPs of Finance at tech companies.
Seats are limited. This is an invite-only evening for about 20 people, and registrations are approved by the hosts.