Invite-Only Summit
Finance is in its AI era
The teams rewriting finance aren't waiting to see how it plays out. Neither should you.
Oct 15, 2026
The Melody, SF
1 PM Onwards
Register Now
Finance leaders joining from
ABOUT FINANCE EXCHANGE ‘26
AI is rewriting the rules of finance. This is the room where we learn how to lead it.
01
Day
200+
Finance Leaders
20+
Speakers
06
Sessions
Register Now
OUR SPEAKERS
The voices defining the AI era of finance
Jeff Epstein
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Partner
Bessemer Venture Partners
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Sruti Lanka
CFO
Public.com
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Peer-André Liduena
CFO
Cast AI
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Emre Alpargun
CAE
Palo Alto Networks
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Priya Rajan
Managing Director
MUFG
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Melody Bell (Chen)
Director of Accounting
Runway
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Micah Richard
Partner
PwC
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Chitra B
President and CFO
CircleCI
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David Rapoport
GTM | Partnerships
Aleph
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Sandeep Chopra
Co-CEO & Co-founder
Lensing
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Sam Yen
GM of AI
Lensing
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Alok Goel
Co-founder & CEO/CFO
Drivetrain
Ramandeep Shergill
Founder
Fiscal Founders
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Parker Gilbert
Co-founder
Numeric
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Gabriel Cunha
AI solution specialist
Oracle
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Teresa Robarge
SAS Industry Advisor
NetSuite
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Apurv Bansal
CEO & Co-Founder
Zenskar
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Saurabh Agrawal
Co-founder & CTO
Zenskar
AGENDA
One day. Six conversations that matter.
From adoption to automation. Each session talks about different phases of AI in finance. Take back what actually works for your team
12:00 PM
Check-in + Coffee
1:00 PM
Opening Keynote
What changes when AI becomes the infrastructure, not the pilot. The case for why the finance function's window is now.
1:35 PM
The AI Premium
How CFOs and investors evaluate, monetize, and price AI capability that doesn't fit existing frameworks.
2:10 PM
Build vs. Buy?
When does it make sense to build your own finance tools? The frameworks behind the real decisions teams are making in 2026.
2:45 - 3:15 PM
Break
3:15 PM
AI Workshop: Live-Building Real Finance Workflows
Three real finance workflows built in front of the room. Shaped by what attendees submit. Not a demo.
3:50 PM
The Agent-Ready Close / NetSuite
How to modernize the close, streamline quote-to-cash, and reduce manual reconciliation. Built for control, not just speed.
4:20 - 4:40 PM
Break
4:40 PM
The Economics of AI Pricing
How CFOs are moving past seat-based licenses. What's working, what's backfired, and how to build pricing that survives.
5:15 PM
Deterministic by Design
What should AI be allowed to touch at all? The case for a deterministic core that AI can extend but never rewrite.
5:50 PM
Closing Remarks
6:00 PM
6:00 PM
Networking + Happy Hour
WHY ATTEND
Three things you take home
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Learn what's actually working
See how finance leaders have already implemented AI in their workflows
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You leave with a framework, not a feeling
Every session is built around a real decision. You walk out with a playbook you can use today.
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Meet the people a year ahead of you.
The finance leaders in this room made their calls early. Spend the day learning what worked, and who to call when you're making the same decisions.
WHO CAN ATTEND
Built for every layer of the finance org
Finance Leaders
You set the direction and decide what the function becomes. This is where you make the AI-era capital allocation call.
Finance Operators
Controllers, finance managers, and the people who run the workflows. This is built around the decisions that land on your desk first.
Accounting Leaders
CAOs and VPs of Accounting. You own the close, the audit trail, and every automation decision that touches it. The agentic close starts with you.
Finance Advisors
Fractional CFOs, and consultants. You see inside dozens of finance orgs. This is where you find out what the best ones are doing.
Strategic Finance
The people connecting finance to the business. Revenue strategy, capital allocation, growth decisions. This is where you learn how AI changes what that role can do.
Finance Exchange 2025
Last year, by the numbers.
If you're building something real in finance, this is the room for you.
150+
Finance Leaders
4.6/5
Avg Rating
95%
Rated Good or Great
This is the room I point portfolio CFOs to. The conversations are practitioner-level in a way most finance events never get to.
“
Jeff Epstein
Operating Partner, BVP
“
This room was built differently. People came with real problems and left with real answers.
Casey Woo
Founder, Operators Guild
If you're asking your company to automate, your finance team has to learn first. Finance Exchange is where they can figure that out."
“
Pierre-André Liduena
CFO, Cast AI
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Space is limited.
The conversation
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If you are building something real in finance, this is the room for you.
Register Now
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