​AI and automation are rapidly reshaping the finance function, yet many finance leaders are still figuring out where the technology delivers real value and when to build versus buy.

​Join finance leaders who are actively implementing AI, automation, and AI agents across the finance stack. Panelists will share practical use cases, measurable outcomes, and hard-earned lessons.

​Expect a candid discussion on:

• ​Where AI and AI agents are generating meaningful ROI in finance today

• ​Common implementation pitfalls and how to avoid them

• ​How leading finance teams are evaluating solutions, streamlining work, and freeing up time for more strategic priorities

​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:

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​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.

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​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.

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​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.