AI in Finance Lab: San Francisco

Co-Hosted by Coterie CFO & Gaapsavvy The AI in Finance Lab is a practitioner-led, hands-on workshop designed to help finance and accounting professionals move beyond AI hype and into real-world application — built specifically for Accounting and FP&A teams. ***Participants may be eligible to receive CPE credit through our hosting partner, Deloitte. This is a "Show + Play" Workshop You won't just watch demos. You'll actively work through real finance use cases using AI tools during the session. Come ready to experiment, test workflows, and get your hands dirty. Curiosity is the starting point — not prior expertise. This workshop is for: CFOs / CAOs · VPs of Finance · Controllers · Directors of FP&A, Finance Transformation & Revenue — and members of their teams at enterprise and high-growth tech companies doing the actual work. This is a practitioner-only event. Vendors and consultants are not eligible to attend. During the lab you will: Learn how AI is already being used across the finance function See live demos of real finance workflows across frontier models Work through guided, hands-on exercises using AI tools in a lab format Close with demos from next-gen AI-native finance software companies This isn't build vs. buy. It's build AND buy. You experiment, understand the mechanics, then decide where software creates leverage. Hands-on experience makes you a better operator and a better buyer. Agenda (approximate — subject to change): 1:00–1:30 - Arrival and check-in 1:30–2:30 - AI Foundations + Demos to inspire 2:30–4:00 - Hands-on lab: Build with AI across frontier models 4:00–5:30 - Curated AI product demos 5:30–6:30 - Networking reception What to bring: A laptop (required) Access to your work email Curiosity and willingness to experiment — no prior AI expertise required We will be running live exercises throughout the session. If you don't bring a laptop, you will miss a meaningful portion of the experience. If your company restricts access to certain tools, bring a personal email as a backup.