AI in Finance: Where It Holds Up and Where It Doesn’t

We fix how onboarding workflows run so teams can make faster decisions with full control.

Closed-door

Off the record

By invitation only

DATE

10 June 2026

TIME

08 AM — 10:30 AM

LOCATION

Central London

✅ The Roundtable Has Concluded

Why Attend

Understand where AI is actually working in finance workflows today

Learn what breaks in production from peers who have tried it

See a live demonstration of AI in a real finance workflow

Discuss what is safe to deploy versus what is too risky

Walk away with a practical framework you can apply immediately

Moderated By

Vivek Mishra
Vivek Mishra
Head of Pre-sales and Consulting
Mark Payne
Rob Scott
Chief Revenue Officer
Mark Payne
Mark Payne
Finance Transformation Leader

Agenda

08:00 AM — 08:30 AM
Arrival and Breakfast
08:30 AM — 08:40 AM
Opening and Framing
08:40 AM — 09:05 AM
Live Demonstration
09:05 AM — 10:05 AM
Peer Discussion
10:05 AM — 10:20 AM
Synthesis and Takeaways
10:20 AM —10:30 AM
Close and Informal Conversations
The Premise
Most finance AI initiatives have not failed because of technology. They have stalled because moving from experimentation to production requires control, auditability, and trust — not just capability.

This session is designed to explore that gap openly and without the usual noise.
Who it’s for

01

CFOs

02

Finance Directors

03

Group Finance Controllers

03

AI and Digital Transformation Roles

What Makes This Different

12 to 15 senior finance leaders only

Off-the-record discussion

Independently moderated

One real use case, not multiple demos

No vendor pitch

Request an Invite

Seats are limited and confirmed individually.
Once registered, we will share venue details and a calendar invite.

Request An Invite
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