Future‑Ready Finance

Overview

As enterprises look to harness AI in Finance, many are constrained by a growing layer of technical debt, too many disconnected systems, manual workarounds, and an over‑reliance on spreadsheets and IT‑driven reporting. The result is complexity, slower decision cycles, and limited confidence in both the data and the insights AI produces.

This executive roundtable will bring senior finance leaders together to discuss what it truly means to be AI ‑ ready , not from a hype perspective, but through the lens of simplification, trust, and control. We’ll explore how modern finance organisations are reducing system sprawl, eliminating data fragmentation, and creating a trusted financial foundation that enables transparent, explainable AI. The conversation will focus on practical experiences and peer insights around removing technical debt, strengthening data integrity, and empowering finance teams with timely, reliable insights, so AI can move from experimental output to trusted input in financial decision-making.

Discussion Points:

1. Simplifying finance and cost complexity

Reducing technical debt, fragmentation, and spreadsheet dependence across the Office of the CFO.

2. Accelerating AI-ready finance:

Building trusted data foundations and transparent AI for smarter forecasting, planning, and reporting.

3. Rewiring the finance operating model:

Integrating workflows, reducing IT dependency, and improving execution across Finance.

4. Scaling future-ready finance:

Unifying data, governance, and AI to drive agility, confidence, and faster decision-making.

What to expect

• Hours
• Senior Executives 10+
• Discussions Interactive

What we will cover

• 1. Simplifying finance and cost complexity Reducing technical debt, fragmentation, and spreadsheet dependence across the Office of the CFO.
• 2. Accelerating AI-ready finance: Building trusted data foundations and transparent AI for smarter forecasting, planning, and reporting.
• 3. Rewiring the finance operating model: Integrating workflows, reducing IT dependency, and improving execution across Finance.
• 4. Scaling future-ready finance: Unifying data, governance, and AI to drive agility, confidence, and faster decision-making.

Agenda

• 11:45 am Delegate arrival & registration(Executive Luncheon) Welcome on arrival. Enjoy a moment to connect informally with fellow attendees before the session begins.
• 0:00 pm Welcome drinks & refreshments(Executive Luncheon) Networking break with light refreshments as we prepare for the session ahead.
• 0:15 pm Opening remarks(Executive Luncheon) An introduction to today’s topic and discussion focus.
• 0:30 pm Interactive discussions(Executive Luncheon) Facilitated peer-to-peer conversation covering the following key discussion points: Simplifying finance and cost complexity; improving number accuracy & reducing technical debt, fragmentation, and spreadsheet dependence across the Office of the CFO. Accelerating AI-ready finance; building trusted data foundations and transparent AI for smarter forecasting, planning, and reporting. Scaling future-ready finance; unifying data, governance, and AI to drive agility, confidence, and faster decision-making.
• 1:45 pm Closing remarks(Executive Luncheon) A brief summary of key takeaways and insights shared during the discussion.
• 1:50 pm Networking drinks & end of session(Executive Luncheon) An opportunity to continue conversations in an informal setting to wrap up the session.

Partners

• OneStream

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