Beyond Hype: Automation and AI in the Finance Stack

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: 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.