Beyond Hype: Automation and AI in the Finance Stack
What Should You Automate Next, and Should You Build or Buy?
Join finance leaders actively implementing AI, automation, and AI agents across the finance stack to hear what they chose, what delivered value, and what they would do differently.
Then compare notes with peers facing similar decisions.
We’ll discuss:
Where teams are seeing measurable returns, and not
How they make build-versus-buy decisions
How to implement solutions, including pitfalls and lessons
Leave with practical criteria to evaluate your next investment in finance automation.
The event will be held in Midtown Manhattan. The address will be shared once registration is confirmed.
Panelists:
Christina Ross, Founder & CEO of Cube
George Wells, Founder & CEO of Wells Group
Harley Pasternak, Founder & CEO of Streamlined Financial Processes
Schedule:
6:00–6:20 PM: Welcome networking
6:20–7:00 PM: Panel conversation featuring prepared questions followed by audience Q&A
7:00–8:00 PM Continued networking around topics
Refreshments and light food will be available.
Sponsors:
Monk is an AI-native accounts receivable (AR) automation platform designed to streamline the entire invoice-to-cash lifecycle for B2B companies.
IOmergent helps dynamic commercial organizations to design, build, and operate strategy-aligned, AI-ready security programs.
We reduce cyber risk and support business objectives with advisory consulting, fractional retainers and innovative managed security services.
Organizers:
Build Scale Grow provides fractional leadership that helps you grow faster, spend less, and avoid costly mistakes.
We turn goals into priorities, solve problems proactively, and establish systems so you can stay focused on growth.
Founded in 2016, the New York Tech CFO Group is a free community where high-growth finance leaders share practical strategies for planning, operations, and technology.
We host regular in-person gatherings from casual happy hours and breakfasts to educational and networking events.