Invite-Only Summit | Earn free CPE credits

Finance is in its AI era

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The teams rewriting finance aren't waiting to see how it plays out. Neither should you.
Oct 15, 2026
The Melody, SF
1 PM
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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
07
Sessions
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OUR SPEAKERS

The voices defining the AI era of finance

Jeff Epstein
Operating Partner
Bessemer Venture Partners
Priya Rajan
Managing Director
MUFG
Emre Alpargun
CAE
Palo Alto Networks
Sruthi Lanka
CFO
Public.com
Emmet Daly
Principal
PWC
Alex Gurevich
Head of Finance
Gamma
Sina Saffari
SVP of Finance
Genesys
Chitra B.
President and CFO
CircleCI
Chirag Desai
CFO
Cyflare
Joshua Borin
Head of Business Operations
Sardine
Rob Brenan
Head of Finance
iink Payments
Melody Bell (Chen)
Director of Accounting
Runway
John Bonney
Chief Financial Officer
Temporal Technologies
Pierre-Andre Liduena
CFO
Cast AI
Ramandeep Shergill
Founder
Fiscal Founders
Alok Goel
Co-founder & CEO/CFO
Drivetrain
David Rapoport
GTM | Partnerships
Aleph
Sandeep Chopra
Co-CEO & Co-founder
Lensing
Sam Yen
GM of AI
Lensing
Parker Gilbert
Co-founder
Numeric
Gabriel Cunha
AI solution specialist
NetSuite
Theresa Robarge
SaaS Industry Advisor
NetSuite
Apurv Bansal
CEO & Co-Founder
Zenskar
Saurabh Agrawal
Co-founder & CTO
Zenskar
AGENDA

One day. Seven 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
12:30 PM

Check-in + Coffee

1:00 PM

AI in Order to Cash: Notes from the Field

Finance leaders running AI in their revenue stack share what they handed to automation, what they kept firmly human, and what they want next. Closes with a first look at what Zenskar is launching.
Speakers: Apurv Bansal (Zenskar), Joshua Borin (Sardine), Rob Brenan (iink Payments), Chirag Desai (Cyflare)
1:45 PM

The AI Premium: How CFOs and Investors Evaluate, Monetize, and Value AI

Speakers: John Bonney (Temporal Technologies), Chitra B. (CircleCI), Priya Rajan (MUFG), Jeff Epstein (Bessemer Venture Partners)
2:20 PM

Build vs. Buy? How Finance Teams Are Building Tech Stacks in 2026

When does it make sense to build your own finance tools? The frameworks behind the real decisions teams are making in 2026.
Speakers: Emmet Daly (PWC), Sruthi Lanka (Public.com), Parker Gilbert (Numeric)
2:50 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.
Speaker: David Rapoport (Aleph)
3:50 PM

Speed with Scrutiny: Building Trust in AI-Powered Finance

Speakers: Melody Bell (Runway), Pierre Liduena (Cast AI), Theresa Robarge (NetSuite), Gabe Cunha (NetSuite)
4:20 PM

Break

4:40 PM

The Economics of AI Pricing: How CFOs Are Rethinking Pricing in 2026

What's working, what's backfired, and how to build pricing that survives.
Speakers: Sina Saffari (Genesys) Alex Gurevich (Gamma), Ramandeep Shergill (Fiscal Founders), Alok Goel (Drivetrain)
5:15 PM

From POC to Production: What actually has to be true first

Speakers: Emre Alpargun (Palo Alto Networks), Sandeep Chopra (Lensing), Sam Yen (Lensing)
5:50 PM

Closing Remarks

6:00 PM

Networking + Happy Hour

WHY ATTEND

Three things you take home

Learn what's actually working

See how finance leaders have already implemented AI in their workflows

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.

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

With support from

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Space is limited.
The conversation
won't be.

If you are building something real in finance, this is the room for you.
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Finance Exchange

An exclusive summit for finance leaders building the agentic future of finance.
Oct 15, 2026 | San Francisco | 1 PM - 6 PM
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Finance leaders are asking:

"How do I rebuild my finance workflow around AI agents?"

Get all your questions answered at the

Zenskar Finance Exchange

Get Past the Pilot

Hear from finance leaders who moved AI from experiment to production and are now dealing with what actually comes next.

Get Actionable Playbook

Peer-tested approaches to ROI measurement, audit trails, build vs buy decisions, and proving returns to a board that wants results, not activity.

Build Executive Network

Connect with CFOs and controllers twelve months ahead of you, sharing what they figured out the hard way.

Speakers

Jeff Epstein
Ex-CFO, Oracle, Operating Partner, BVP
Sruthi Lanka
CFO at Public.com
Pierre-Andre Liduena
CFO at Cast AI
Emre Alpargun
Chief Audit Executive at Palo Alto Networks
Priya Ranjan
Managing Director at MUFG
Samuel DeZube
Head of Strategic Finance at Workshop
Melody Bell (Chen)
Director of Accounting at Runway
Micah Richard
Partner at PWC
Sandeep Chopra
Co-CEO & Co-founder at Lensing.ai
Sam Yen
GM of AI at Lensing.ai
Murray Demo
Former CFO; Board Advisor at Lensing.ai
Alok Goel
Co-founder & CEO/CFO at Drivetrain
Parker Gilbert
Co-founder at Numeric
Gabriel Cunha
AI Solution Specialist at Oracle
Theresa Robarge
SAS Industry Advisor at NetSuite
Apurv Bansal
Co-founder & CEO Zenskar
Saurabh Agarwal
Co-founder & CTO Zenskar

Agenda

Welcome and Networking

Guest check-in and informal networking over light snacks.

Opening Keynote

Hear Zenskar's CEO on what the finance function looks like now that agents are doing the work.

Build vs. Buy? How Finance Teams Are Building Tech Stacks in 2026

Learn the specific calls finance leaders are making on build versus buy, and the frameworks they use to draw the line.

Deterministic by Design: The Line AI Shouldn't Cross

Understand where to draw the hard line on AI, and why the winning teams will be the ones who knew where not to deploy it.

​Networking Break

Connect with finance leaders and speakers over refreshments.

The AI Premium: How CFOs and Investors Evaluate, Monetize, and Value AI

Hear how AI adoption gets priced into valuations, shapes board conversations, and becomes a story the market actually believes.

From Manual Work to Autonomous Finance: Building the Agent-Ready Close

Get a practical framework for deciding what to automate first and how to build a close that is faster, more reliable, and audit-ready.

The Economics of AI Pricing: How CFOs Are Rethinking Pricing in 2026

Learn what is working, what has backfired, and how finance leaders are building pricing strategy for usage and outcome-based models.

​Executive Networking & Happy Hour

Exchange contacts and discuss implementation challenges with fellow finance leaders.

Thanks to our Sponsors

Trusted by fast-growing companies

Highlights from Finance Exchange 2025

CFO Exchange 2025 | Official Aftermovie
In 2025, we brought together 150+ finance leaders to network, with attendees from
Bessemer Venture Partners
GT
Oracle
Amazon
ThoughtSpot
ENGIE North America Inc
Solera Inc.
Informatica
Rippling
Twilio
Wesco
MUFG
Workday
KPMG US
Morgan Stanley

Space is limited. The conversation won't be.

If you're building something real in finance, this is the room for you.
Join Waitlist
Join Waitlist