Hacking Finance: AI Agents Are Here, Now What?
🧑🏻💻 Hacking Finance brings together tech CFOs, controllers, and finance leaders for real conversations at the intersection of finance and AI. This month, we're going deeper on AI agents in finance.
We've moved past the ChatGPT era. If your finance team is still relying on copy-paste prompts, this session will change how you think about what's possible.
We will walk through:
The state of agents. What's changed since ChatGPT, what's real, and what matters for finance teams right now
Real finance workflows. Live examples of AI agents reconciling brokerage statements, processing donor data, and building deferred revenue schedules, using messy, real-world inputs
How to get started today. We'll show you free finance AI products, general-purpose agents, and a walkthrough of how to get up and running
This is not a theoretical session. It's a practical look at what AI agents can do for your finance function, with live demonstrations and real examples.
🎙️ Speakers & Hosts
Clifford Son - JPMorgan Chase, Executive Director
Scot Mollot - Attivo Partners, FP&A Practice Lead & Consulting CFO
Alex Lee - Truewind, Co-founder & CEO
Matthew Paul - JPMorgan Chase, Business Development Executive
📅 April 14, 2026 · 9:00 AM PT · Zoom This session will be recorded. Clips may be used for future content and marketing.
Who should attend? CFOs, controllers, and finance leaders at technology companies looking to understand what AI agents mean for their function, and how to start using them.
Hope to see you there!