The Connected CFO: Scaling AI, Data and Financial Operations

Turn AI experimentation into operating value AI is moving quickly from pilot to production. The CFO’s challenge is deciding where it creates measurable value—and building the connected data, products and financial workflows needed to scale it responsibly. Join Airwallex, RSM and Boomi for an executive CFO breakfast featuring a customer perspective from the San Francisco Giants. Together, we’ll explore how finance leaders can connect AI economics, trusted data, modern corporate cards and better employee and customer experiences. This is a practical, peer-oriented conversation for leaders who are moving beyond AI experimentation and asking what comes next: Which use cases deserve investment? How should AI costs and risks be governed? What integration foundation is required? And how can finance technology improve the experience for the people using it every day? Event details Tuesday, October 20, 2026 9:00 AM–12:00 PM Location to be sent once confirmed Breakfast and coffee provided Designed for 40–60 CFOs and senior finance leaders Why attend Hear how the San Francisco Giants evaluated and selected Airwallex for corporate cards, including the requirements around control, visibility, flexibility, deployment and employee experience. Get a CFO-ready framework for evaluating AI investments based on business value, cost, risk, governance and user experience. Learn how model selection, workload routing, structured data and retrieval can improve value per AI token—not simply reduce token volume. See how integration and data activation connect ERP, CRM, HR, banking, payments, cards, expenses and operational systems. Explore how AI is improving spend management through smarter approvals, transaction intelligence, expense workflows, fraud signals and employee self-service. Meet peers and exchange practical ideas with leaders navigating similar questions around AI, finance operations and customer experience. Featured perspectives San Francisco Giants A customer-led view of why the Giants chose Airwallex for corporate cards and what finance leaders should evaluate when selecting a modern card and spend platform. Airwallex How product teams are applying AI across spend management and connected financial experiences to automate work, improve decisions and make finance technology more intuitive. RSM How CFOs can build an AI investment thesis, govern experimentation, measure realized value and create accountability for cost, risk and outcomes. Boomi Why integration, trusted data and workflow orchestration are essential to making AI useful across the enterprise. Speaker names will be announced as they are confirmed. Agenda Time Session 9:00–9:30 AM Arrival, breakfast and networking 9:30–9:40 AM Welcome and event framing 9:40–10:25 AM Executive panel: Turning AI usage into measurable finance and business value 10:25–10:35 AM Break 10:35–11:15 AM CFO breakout sessions: AI economics, integration and customer experience 11:15–11:40 AM Breakout recap and moderated discussion 11:40 AM–12:00 PM Closing remarks, networking and next steps Breakout conversations Choose the conversation most relevant to your priorities: AI economics for CFOs: token efficiency, model selection, workload routing and cost per business outcome The connected finance stack: using integration and data activation to improve spend visibility and decision-making Why the San Francisco Giants chose Airwallex for corporate cards: control, flexibility, deployment and employee experience AI in spend management: improving approvals, expense processing, transaction intelligence, fraud signals and policy adherence From transaction to action: orchestrating review, approval, reporting and downstream workflows Build, buy or integrate: scaling AI capabilities without creating unnecessary complexity Governing AI-enabled products: security, privacy, human oversight, auditability and trust Measuring customer experience: adoption, time saved, decision speed, support quality and friction reduction Who should attend This breakfast is designed for: CFOs and VPs of Finance Controllers and heads of finance operations Finance technology and transformation leaders Executives evaluating AI investments, corporate cards, spend management, integration or customer-experience improvements Finance teams managing distributed workforces, multiple entities or complex spend programs The conversation we’re bringing to the table The connected CFO is not simply asking whether AI works. They are asking where it creates operating value, how much it costs, what controls it requires and whether it makes the business better for employees and customers. Join us for a candid, customer-led discussion on the decisions, architecture and financial discipline required to move from AI experimentation to repeatable value. Reserve your seat Space is limited for this curated executive breakfast. Request your invitation to join CFO and senior finance peers from across industries.