Dallas
Finance Leaders
Connect
AI in Finance: From Insight to Autonomous Action
Date:
April 21, 2026
Time:
6:00 PM - 8:00 PM CT
Venue:
CPE Credits:
02
If you're a finance leader exploring what AI means for your function and organization, this evening is for you. We'll unpack three big themes: the CFO's perspective on AI-driven decision-making and building AI-ready teams; the emergence of Agentic AI and how autonomous systems are transforming everything from invoice processing to financial reporting; and the bigger picture - how AI is reshaping industries and society, and what responsible adoption looks like.
Join us for an engaging discussion followed by drinks, dinner, and networking!
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
Stefan Boehmer
Founder, Texas Advisory Services
Founder of Texas Advisory Services and InzpireU fractional CFO, this finance executive brings 30+ years of global experience from Siemens. He specializes in strategy, finance transformation, and AI-driven business solutions for organizations.
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.
Ben Gold
Founder, AI Academy 4 All
An AI trailblazer and technology leader, he makes AI practical for businesses through modular training programs. A Guinness World Record holder, he won the first national televised video game competition in 1983.
Agenda
Arrival & Welcome Drinks
Introductions
The CFO View
AI-Driven Financial Decision-Making – From experimentation to execution
Efficiency & Risk Management – Leveraging AI and RPA to streamline operations, reduce errors, and enhance compliance
Skills & Mindset for Finance Leaders – The AI literacy, analytical thinking, and change readiness CFOs and teams need to succeed
Agentic AI in Finance
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 – 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
Dinner, 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
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