NEW YORK
CFO Round-Table Discussion: Agentic AI in Finance & Accounting: ROI Perspectives
Date:
Time:
Venue:
July 17, 2025
4:00 PM - 6:00 PM ET
Dream Downtown, by Hyatt
Hyperbots Inc., a finance AI product company, in partnership with 20 leading CFOs from multiple industries has been researching AI for Finance and Accounting. During this journey, we realized that a wider community of CFOs must join this AI initiative.
This is a round-table discussion of recent advancements in AI and how they can be applied to Finance & Accounting (F&A) functions.
Join us for an engaging discussion followed by drinks, dinner and networking!
Hosted by Hyperbots Inc.
Agenda
Mapping 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.
ROI framework & metrics by process
Break down cost-to-serve, cycle-time savings, error reduction, and risk mitigation.
Introduce standardized payback formulas, KPI baselines, and measurement cadence.
ROI-driven prioritization & road-mapping
Stack-rank F&A processes by projected return, payback period, and strategic value.
Build a phased adoption roadmap aligned with budget cycles and change-management capacity.
Moderated by
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.
John Silverstein
VP of FP&A, XR Extreme Reach
With 20+ years of finance leadership experience, he’s led finance transformations and strategic initiatives at GE, Synchrony Financial, Google (via Softcard), CGS, etc. From automating close processes to optimising cost structures and ERP roll-outs.