

Beyond Hype: Automation and AI in the Finance Stack
AI and automation continue to redefine the finance function, but many finance leaders still struggle to know where to start, what works, and what to avoid.
Join experts and peers who are actively implementing AI, automation, and agents across their finance stacks. Our panelists will share practical use cases, measurable impact, and hard-earned lessons from the front lines.
Expect a candid discussion on:
Where AI and AI agents are delivering real ROI in finance today
Common implementation pitfalls and how to avoid them
How leading finance teams are finding effective solutions and reallocating time toward strategy and growth
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:
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.