CO-HOSTED BY
FINANCE LEADERS CONNECT
AI in Finance:
From Insight to Autonomous Action
A closed-door evening for CFOs and senior finance leaders. Two hours, real numbers, no pitch.
3
UPCOMING EVENTS
02
CPE CREDITS PER SESSION
800+
CFOs IN THE NETWORK
Where finance leaders are meeting next
Connect with experienced finance executives, transformation leaders and AI practitioners examining how finance organizations can improve efficiency, strengthen controls and move from manual processing to higher-value decision support
ARLINGTON
AI in Finance: From Insight to Autonomous Action
Date:
Time:
6:00 PM - 8:00 PM CT
CPE Credits:
02
HOUSTON
AI in Finance: From Insight to Autonomous Action
Date:
Time:
6:00 PM - 8:00 PM CT
CPE Credits:
02
AUSTIN
AI in Finance: From Insight to Autonomous Action
Date:
Time:
6:00 PM - 8:00 PM CT
CPE Credits:
02
What the conversation keeps coming back to
Each session is shaped with the host city's finance community, but three threads run through every evening.
The future finance organization
How AI is reshaping finance roles, structures and the capabilities teams need — and what it takes to shift from processing toward business partnership and analytics.
Agentic AI and the ROI case
Where agentic AI creates measurable value across the finance function, how adoption sequences into existing workflows, and where the numbers don't support it.
The wider AI horizon
How AI is transforming industries and daily work, what emerging technologies mean for the workplace, and how to navigate ethics, data privacy and responsible adoption.
Finance leaders from these organizations
have joined the conversation before
Immunotek
Europcar Mobility Group
Artmac
Bridgepoint Consulting
Flagship Facility Services
Southlake Carroll ISD
Lulus
Robert Half
Constructive Transformations
IION Entertainment
Daisy Brand
KIBO
Gainesville ISD
4Sisters Rice
Exposed Design Group
Albertsons Companies
Atlas Technica
Crescent Hotels & Resorts
Hallmark Healthcare Workforce Technology
Vaco by Highspring
TriNet
Sunrider International
American Restoration
Susser Holdings II LP
Rocktop Technologies
J.Hilburn
Highland Park ISD
Storable
Wells Fargo
Huntleigh USA
Hilti North America
Machinify
Hallmark Healthcare Workforce Technology
Lulus
Rocktop Technologies
Daisy Brand
Exposed Design Group
Southlake Carroll ISD
TriNet
Flagship Facility Services
American Restoration
Bridgepoint Consulting
Atlas Technica
Constructive Transformations
J.Hilburn
Immunotek
Albertsons Companies
Gainesville ISD
Wells Fargo
IION Entertainment
Crescent Hotels & Resorts
KIBO
Huntleigh USA
Artmac
Sunrider International
Robert Half
Susser Holdings II LP
4Sisters Rice
Highland Park ISD
Vaco by Highspring
Storable
Europcar Mobility Group
Hilti North America
Machinify
Conversations shaping the future of finance
Explore previous roundtables, executive gatherings and peer discussions hosted by Texas Advisory Services and Hyperbots.
Executive experience meets finance-specific AI
Each session is shaped with the host city's finance community, but three threads run through every evening.
Texas Advisory Services
Hands-on executive perspective across strategy, finance and organizational transformation led by strategic CFOs who have run the change from inside the function.
Hyperbots
Purpose-built agentic AI for automating complex Finance and Accounting workflows such as invoices, accruals, payments, procurement, tax and collections.
Take a seat at the next table
Arlington, Houston and Austin are open. Rooms are small and seats go to senior finance leaders first.