Invite-Only Summit | Earn free CPE credits
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
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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
07
Sessions
Apply to join →
OUR SPEAKERS
The voices defining the AI era of finance
Jeff Epstein
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Operating Partner
Bessemer Venture Partners
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Priya Rajan
Managing Director
MUFG
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Emre Alpargun
CAE
Palo Alto Networks
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Sruthi Lanka
CFO
Public.com
Emmet Daly
Principal
PWC
Alex Gurevich
Head of Finance
Gamma
Sina Saffari
SVP of Finance
Genesys
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Chitra B.
President and CFO
CircleCI
Chirag Desai
CFO
Cyflare
Joshua Borin
Head of Business Operations
Sardine
Rob Brenan
Head of Finance
iink Payments
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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
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Alok Goel
Co-founder & CEO/CFO
Drivetrain
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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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Parker Gilbert
Co-founder
Numeric
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Gabriel Cunha
AI solution specialist
NetSuite
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Theresa Robarge
SaaS 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. 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 price AI capability that doesn't fit existing frameworks.
Speakers: John Bonney (Temporal Technologies), Chitra B. (CircleCI), Priya Rajan (MUFG), Jeff Epstein (Bessemer Venture Partners)
2:20 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.
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
The Agent-Ready Close
How to modernize the close, streamline quote-to-cash, and reduce manual reconciliation. Built for control, not just speed.
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 moving past seat-based licenses. 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
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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
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.
Apply to join
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