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
08:00 — 10:30
LOCATION
Central London
Doors open in
Days
HOURSE
Minutes
Seconds
✅ Roundtable has been concluded
Five reasons to be in the room.
01
Understand where AI is actually working in finance workflows today
02
Learn what breaks in production from peers who have tried it
03
See a live demonstration of AI in a real finance workflow
04
Discuss what is safe to deploy versus what is too risky
05
Walk away with a practical framework you can apply immediately
Agenda
A relaxed start with a small group of peers in a private setting.
A sharp provocation to set the tone. Where finance AI stands today and where it is getting stuck.
A working AI agent inside a real finance workflow (e.g. reconciliation, intercompany matching, or variance analysis). Live. No slides. Honest about limitations.
A facilitated conversation: where AI holds up in finance and where it does not, what has worked and what has not, where teams are actually investing next.
A simple framework to help prioritise AI use cases across finance.
Quiet handovers, exchanges, and follow-ups over a final coffee.
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
- CFOs
- Finance Directors
- Group Finance Controllers
What changes in practice
12 to 15 senior finance leaders only
Off-the-record discussion
Independently moderated
One real use case, not multiple demos
No vendor pitch
