CFO Exchange
Join the exclusive summit of finance leaders, learn how they are reshaping finance function with AI, and leave with the playbook and the network to execute it yourself.
Nov 6, 2025 | San Francisco | 1 PM - 5 PM
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Network with Finance Leaders from
CFOs are asking:
"How do I implement
AI in finance operations TODAY?"
Speakers
Jeff Epstein
Operating Partner, Bessemer Venture Partners
Meera Oak
Partner, Alumni Ventures
Sailesh Ramakrishnan
Managing Partner, Rocketship.vc
Subhash Tibrewal
Chief Financial Officer, Observe.AI
Pierre-Andre Liduena
Chief Financial Officer, Cast AI
Javier Cortes Angel
Chief Financial Officer, Lang.ai
Teddy Collins
EVP, Finance, SeatGeek
Leena Swar
Sr Director of Finance, Zeni
Rachel Xue
Director of Finance, Agency Analytics
Brady Nikolas
Senior Accountant, Spectora
Evan Osheroff
Managing Director, Jefferies
John Voorhees
Vice President, Solution Consulting, NetSuite
Jimmy Hallsworth
VP of Procurement Strategy, Spendflo
Bruce Capagli
CEO, OptiMed Tech
Nicolas Kopp
CEO & Founder, Rillet
Pujun Bhatnagar
Co-founder, Kintsugi
Sandeep Chopra
Co-Founder, Everest Systems
Alok Goel
Co-founder, Drivetrain
Apurv Bansal
Co-founder & CEO Zenskar
Saurabh Agrawal
Co-founder & CTO Zenskar
In association with
Get all your questions answered at the
Zenskar CFO Exchange
Hear Implementation Stories
Learn directly from finance leaders who've successfully implemented AI in their operations.
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Get Actionable Playbook
See live demos of AI tools that automate finance operations, and leave with concrete strategies you can implement immediately.
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Build Executive Network
Access a network of executives who can share ongoing insights as you implement AI in your organization.
Agenda
Welcome & Introductions
Guest check-in and informal networking over light snacks.
Investors Perspective: Separating What's Working from Noise in Finance AI
Learn which finance stack areas VCs see getting rapid adoption, what's overhyped, and what CFOs should watch closely.
Avoiding Failed Pilots: Founder Insights on Successful AI Deployment
Get frameworks to evaluate AI-ready solutions versus hype, lessons from pilot projects, and real ROI examples from Zenskar and Rillet.
From Close to Clarity: Real CFO AI Success Stories
See how AI transforms month-end close, budgeting, and forecasting in NetSuite, and how dynamic analytics surface risks and opportunities.
Networking Break
Connect with finance leaders and speakers over refreshments.
Sales Tax, Rev Rec & Real-Time Reporting: How AI Is Solving Finance's Biggest Headache
Learn how finance leaders streamline compliance, achieve real-time visibility, and automate repetitive tasks. Get evaluation criteria and implementation lessons.
AI as Your ERP Builder: 4 Questions Every CFO Should Ask
Master 4 critical vendor questions and learn how to extend ERP functionality while de-risking AI through sandboxing.
Spreadsheets to Strategy: How CFOs Build Smarter Finance Teams
Get FP&A tool evaluation frameworks, implementation best practices for driving adoption, and strategies to measure ROI.
Executive Networking & Happy Hour
Exchange contacts and discuss implementation challenges with fellow finance leaders.
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