EXECUTIVE ROUNDTABLE

From Finance Agents to CFO Advantage: Building the connected intelligence layer for decisions

From Finance Agents to CFO Advantage: Building the connected intelligence layer for decisions

ABOUT THIS EVENT

Finance leaders are under growing pressure to improve productivity, accelerate decision-making, and guide the business through greater uncertainty. Yet many finance teams still operate across disconnected systems, fragmented data, and manual processes that limit visibility and slow action.

This executive roundtable will explore how agentic applications can help CFOs move beyond isolated automation to create a connected intelligence layer across finance. By combining trusted enterprise data, embedded AI agents, and end-to-end business processes, organisations can continuously identify issues, recommend actions, and support faster, more informed decisions.

Participants will discuss how finance agents can strengthen forecasting, planning, close, risk management, and operational execution—while enabling finance teams to spend less time gathering information and more time driving strategic outcomes.

The session will also examine the practical foundations required to adopt agentic applications responsibly, including data readiness, process integration, governance, and human oversight.

Key discussion areas:

  • Where AI agents can create immediate value across finance operations
  • How connected applications improve decision speed and business visibility
  • Moving from task automation to coordinated, outcome-driven finance processes
  • Building trust, governance, and control into agentic workflows
  • Developing a practical roadmap for agentic finance transformation

Who should attend?

  • CFO, Finance Leaders
  • Directors and above

In partnership with:

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AGENDA

Time Topic
12:45pm Registration
1:00pm Welcome & Housekeeping
1:05pm Opening Remarks
1:15pm Moderated Roundtable Discussion
2:20pm Closing Remarks
2:30pm End of Event

SPEAKERS

IN PARTNERSHIP WITH

Amazon Web Services offers over 200 fully featured services for computing, storage, databases, networking, analytics, robotics, machine learning and artificial intelligence (AI), Internet of Things (IoT), mobile, security, hybrid, virtual and augmented reality (VR and AR), media, and application development, deployment, and management from 84 Availability Zones (AZs) within 26 geographic regions, with announced plans for nine more Availability Zones and three more AWS Regions in Indonesia, Japan, and Spain.

Dataiku is the Universal AI Platform, uniting the technology, teams, and operations needed for companies to build intelligence into their daily operations, from modern analytics to Generative AI. Together, they design, develop and deploy new AI capabilities, at all scales and in all industries. Organizations that use Dataiku enable their people to be extraordinary, creating the AI that will power their company into the future. More than 700 companies worldwide use Dataiku, including leaders across industries including life sciences, logistics, retail, manufacturing, energy, financial services, software, and technology. With a strong focus on the Forbes Global 2000, Dataiku also supports non-profits and academic institutions through its AI-for-Good initiatives.

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