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Executive Roundtable - Chicago

Automate what is mechanical.
Own what is consequential. 

AI is reshaping enterprise finance, creating new opportunities to improve productivity, accelerate cash flow, and strengthen working capital performance. The finance functions pulling ahead are not choosing between autonomous AI and human judgment. They are running both, deliberately, and connecting them. Autonomy carries the volume - the matching, the routing, the reconciliation, the thousands of decisions a day that are mechanical and repeatable. That is precisely what creates the capacity for people to spend judgment where it changes an outcome: the disputed deduction, the credit exposure, the customer relationship worth protecting.

This invitation-only roundtable brings together CFOs and senior finance leaders to explore Human-led AI: an approach in which AI analyzes data, identifies patterns, predicts outcomes, and recommends actions, while people retain accountability for consequential decisions. 

The discussion will focus on the practical application of AI across Invoice to Cash, including:

  • Where AI can deliver measurable value today

  • Which decisions are appropriate for greater autonomy, and which are not

  • How finance leaders can balance speed and efficiency with governance, explainability and control

  • How AI can help improve collections, cash flow and working capital outcomes

  • What leading organizations are learning as they move from experimentation to scaled adoption

This roundtable is designed
for finance leaders who:

  • Lead finance transformation, enterprise AI, working capital or Invoice to Cash initiatives 

  • Are defining the appropriate roles of AI automation and human judgment 

  • Are seeking measurable improvements in collections, cash flow, and working capital 

  • Need to scale AI with appropriate governance, transparency and accountability 

  • Value candid peer perspectives on what is working, where challenges remain and what comes next 

What will you learn?

  • A practical framework for evaluating AI decisions across risk, value, explainability, customer impact, and required human oversight 

  • Where Human-led AI can create near-term value across Invoice to Cash, and which use cases may not yet be ready for full autonomy 

  • How to establish governance without slowing innovation through clear decision rights, escalation paths, controls, and accountability 

  • How peers are approaching adoption and change management, including trust, role evolution, workflow redesign, and measurable business outcomes 

  • What to ask a technology partner about autonomy: what evidence they can show, what controls you keep, and how a decision gets explained after the fact 

An Agentic AI product that fuels cash flow and CX, by speeding up payments, slashing DSO, and cutting disputes and write-offs.

An Agentic AI product that fuels cash flow and CX, by speeding up payments, slashing DSO, and cutting disputes and write-offs.

Agenda

4:00 PM

30 min

Check-in, welcome and introductions

Check-in, welcome and introductions

4:30 PM

15 min

Opening perspective: Why human-led AI, why now?

Opening perspective: Why human-led AI, why now?

4:45 PM

45 min

Roundtable discussion:  

Roundtable discussion:  

  • The autonomy question 

  • Applying human-led AI across Invoice to Cash 

  • Governance, explainability, and trust 

  • Moving from pilot to measurable value 

5:30 PM

30 min

Closing reflections

Closing reflections

6:00 PM

90 min

Networking over dinner

Networking over dinner

Register now