BOSTON
Finance Leaders Connect
AI in Finance: From Insight to Autonomous Action
Date:
Time:
6:00 PM - 8:00 PM ET
Venue:
Moxy Boston Downtown
CPE Credits:
02
If you're exploring how the next wave of AI, particularly agentic and autonomous systems can redefine Finance and Accounting (F&A), this session is for you. This round-table discussion will dive deep into t he emerging role of autonomous AI agents in transforming F&A workflows. We'll evaluate where these technologies can be most effectively applied, outline what’s required for successful implementation, and share a practical ROI framework to guide prioritization and adoption. Key functions covered include AP, AR, FP&A, tax, treasury, and audit.
Join us for an engaging discussion followed by drinks, dinner and networking!
Hosted by Hyperbots Inc.
Participant Learning Objectives
Map Agentic AI to Finance & Accounting workflows
Pinpoint high-impact processes (AP, AR, FP&A, audit, tax, treasury) best suited for autonomous agents
Outline prerequisite data, integrations, and governance for each agent
Apply standardized ROI frameworks to assess benefits such as time savings, reduced errors, and cost efficiencies
Build a phase-wise roadmap for AI agent adoption, aligning with budget and change management readiness
Speakers
Shalini Urankar
CEO
,
IkigAI Advisory
With 20+ years spanning Consumer goods, Retail, Tech, and Biotech, Shalini drives growth, profitability, and efficiency. From startups to global enterprises like Intel and P&G, Shalini delivers value through digitization, strategy, and high-performance teams.
Rajeev Pathak
CEO & Co-founder
,
Hyperbots Inc.
Over 30 years of experience in building technology products and businesses for global markets. Managed technology business for Wipro as GM and Vertical Head, handling a business of over $100 million.
Dave Sackett
VP Finance
,
Persimmon Technologies
A fintech speaker and Forbes writer, he shares insights on AI, blockchain, and eCommerce. Committed to lifelong learning and kindness, Dave also co-founded AIOne to boost e-commerce sales.
Agenda
Arrival & Welcome Drinks
Introductions
The Future Finance Organization: Redesigning Finance Organizations in the Age of AI
• How AI is reshaping finance roles, org. structures, and required capabilities
• Building future-ready finance organizations for the next era of growth and leadership
• Skill building to enable shift from processing toward Business Partnership & Data/AnalyticsAgentic AI in Finance: ROI Perspectives
Introduction to Agentic AI and its impact on the F&A industry
Real-world use cases for impact – automating invoice processing, accruals, and financial reporting
Adoption Roadmap & ROI perspectives – Integrating Agentic AI into existing workflows and what to expect
The Future of AI
AI in Society & Business – How AI is transforming industries and daily life
Physical AI & Emerging Technologies – Robotics, IoT, and smart systems reshaping the workplace
Opportunities & Risks – Navigating ethics, data privacy, and responsible AI adoption
Open Discussion & Q&A
Snacks, Drinks & Networking
Session Details
CPE Credits: 2.0
Field of Study: Specialized Knowledge
Delivery Method: Group Live
Prerequisites: Basic knowledge of process automation within F&A
Who Should Attend: Chief Financial Officers (CFOs) leading digital transformation initiatives, Finance Controllers implementing emerging fintech solutions, Certified Public Accountants (CPAs) in senior leadership roles advising on AI and, fintech integration. Others are welcome
Advanced Preparation: None
Registration Instructions
Register by filling and submitting the form at the bottom of this page
Please Note: To receive full credit hours, attendance and departure registration on the attendance sheets at the registration desk are required
Cancellation & Refund Policy
In case of a paid event, requests for refunds must be received in writing at least 48 hours prior to the event and will include a cancellation fee
Participation in this event is free. For further information on refund, complaint, or cancellation policies, contact us at +1 302-342-7440
Complaint Resolution
Send an email to support@hyperbots.com with the subject line “Complaint” from the email address used for program registration. Include the program name and detailed information about the complaint. Read more about our Complaint Resolution Policy
About
Hyperbots Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org