AI finance events & workshops

CFP practitioners, financial-planning firm principals, wealth managers, advisory team leads, product developers, and regulators interested in innovation in financial planning.

Participants can expect keynote sessions, breakout tracks across planning domains, and a large expo floor with solution providers. Opportunities to earn CE credits, special networking receptions and tools for growing advisory practices in a shifting market.

CFOs, Controllers, FP&A leads, RevOps & anyone tired of AI buzzwords.

Participants gain firsthand insights from industry experts, real product demonstrations, and an open discussion on the practical realities of implementing AI agents within finance workflows.

Controllers, CAOs, CFOs, VPs of Finance, Treasurers, Chief Accountants & rising leaders from Fortune 100 to mid-market firms.

Engage in thought-provoking discussions and connect with industry peers while gaining practical insights from top leaders shaping the future of financial reporting.

Finance & Accounting professionals, Internal Auditors, Risk Managers, Tax specialists, Operational leaders, and any professionals eligible for CPE credits.

A 3-day event offering insights on finance, risk, audit, AI, leadership, and data helping professionals prepare for 2026 and beyond.

Ideal for Finance & RevOps leaders at Series B+ startups seeking to implement scalable and efficient growth rituals.

Includes a live session with expert insights, interactive Q&A, and post-event access to the recording.

Open to women in finance, accounting, and fintech leadership roles, plus allies and diversity advocates.

In-person panel discussion followed by a networking brunch, offering opportunities to connect with peers and gain actionable insights from leading women in finance.

Perfect for CFOs, controllers, and finance-ops professionals seeking cutting-edge tools and vendors.

Live exhibits, product demos, and peer-to-peer discussions with finance technology innovators.

Designed for controllers, revenue accountants, and FP&A leaders managing large-scale SaaS or consumer-tech operations.

Interactive virtual session featuring practical walkthroughs, real-world automation examples, and audience participation through Q&A.

For CFOs at pre-IPO and public company CFOs. By invitation only. Non-transferable.

Ironclad Admins, Legal Ops, RevOps, GCs and any leader who wants contracts to close faster and smarter.

Leave with battle-tested AI playbooks that cut review time in half, a custom Insights dashboard that proves your strategic value to the C-suite, and a Seattle-only peer network that keeps solving your toughest contracting puzzles long after the coffee runs out.

Designed for finance executives, founders, and startup leaders attending the FATE conference or associated with partner organizations. Registration approval is required.

Attendees enjoy a lively mix of networking and entertainment, connecting with peers and industry leaders while unwinding over casino games, premium refreshments, and exclusive event perks.

Financial executives, FP&A professionals, CFOs, finance directors, controllers, financial planning and analysis teams, finance leaders interested in AI and automation, FEI members and finance professionals seeking to understand how generative AI and machine learning can transform forecasting processes. Suitable for finance professionals looking to modernize their planning and forecasting capabilities with intelligent technologies.

One-hour virtual webinar (1:00 PM - 2:00 PM EST) featuring presentation and live demonstrations. Experience includes: Live demos of AI tools automating key FP&A tasks like variance analysis and management commentary, real-world case studies showing how companies have improved forecast accuracy while cutting planning cycle times, practical blueprint to help build a business case and roadmap for adopting AI in finance function. Interactive online format allows attendees to participate from anywhere. Speaker: John Colthart (Chief Product Officer, Una Software) presenting on how intelligent technologies enable dynamic scenario modeling and continuous forward-looking planning. Session focuses on practical applications and actionable insights for transforming FP&A operations.

Senior executives, CXOs, finance and product leaders, and decision-makers involved in monetization, revenue operations, or digital transformation.

Participants gain access to expert insights, peer discussions, and actionable strategies in a collaborative, closed-door environment designed to inspire innovation and strategic growth.

CFOs, finance transformation leaders, revenue accounting managers, and operations professionals looking to modernize their finance infrastructure, support new business models, and scale efficiently.

A 30-minute virtual discussion featuring real-world insights from finance leaders, live audience Q&A, and practical strategies for modernizing finance systems.

CFOs, senior finance executives, technology leaders, business decision-makers focused on innovation and operational excellence, financial leaders interested in AI adoption and implementation, FEI members and qualified prospective members who meet FEI's membership qualifications. Attendees seeking strategic insights on integrating AI technologies into finance operations and managing associated risks and governance.

Executive evening event at Microsoft's Cambridge facility featuring networking and panel discussion. Agenda: 5:30 PM Networking/Cocktails, 6:30-7:30 PM Panel Discussion with industry experts and CFOs who have successfully navigated AI adoption, 7:30-8:00 PM Networking/Wrap up. High-impact format designed for senior executives to exchange insights on AI strategy, implementation frameworks, real-world case studies, risk management, and stakeholder alignment. Panel features diverse perspectives from AI innovation leaders and experienced CFO practitioners. In-person networking opportunities with financial leaders and technology innovators. 1 CPE credit available (one credit hour equals 50 minutes per NASBA guidelines). Event combines educational content with relationship building in cutting-edge Microsoft facility setting.

Controllers and FP&A managers aiming to accelerate close cycles and improve accuracy through AI.

Live virtual session featuring an in-depth discussion with finance and AI leaders, sharing real-world examples, strategic insights, and practical takeaways for modern finance teams.

Senior executives, CXOs, finance and product leaders, and decision-makers involved in monetization, revenue operations, or digital transformation.

Attendees gain exclusive access to thought-provoking discussions, peer insights, and actionable strategies in an intimate, closed-door setting designed to foster collaboration and forward-thinking leadership.

CPAs, auditors, tax professionals, finance managers, advisory service leaders, and accounting-tech implementers who want to future-proof their practice and stay ahead of digitization.

Attendees will engage in intensive sessions on digital tools and automation, explore case studies of forward-thinking firms, and choose between in-person or online formats. Sessions include peer networking and breakout tracks focused on client-advisory services, tech implementation and practice growth strategies.

CFOs, Controllers, Finance Directors, FP&A leaders, Treasury Directors, Accounting Managers, Order-to-Cash professionals, Tax and Compliance officers, and finance technology professionals from companies using or evaluating HighRadius solutions.

Three-day event with pre-conference Super User Trainings, general sessions with keynote speakers, and 80+ concurrent breakout sessions across six solution tracks. Features 24 roundtable discussions for peer-to-peer knowledge sharing, hands-on workshops, networking events including Howdy Happy Hour and Extra Innings Party, plus unique experiences like stadium tours and batting cages. 15 CPE credits available.

CFOs, C-suite finance executives, VP Finance and above, senior finance leaders, and divisional CFOs exclusively at VP-level and C-suite from diverse industries including technology, healthcare, manufacturing, and professional services, particularly those in high-growth Silicon Valley environments.

One-day summit featuring keynote presentations from C-suite finance leaders, panel discussions on current CFO challenges and opportunities, and peer-to-peer learning sessions focused on practical strategies. Interactive workshops covering finance transformation and AI integration, roundtable discussions on forecasting and spend management, structured networking sessions throughout the day, and up to 8 CPE/CPD credits available.

Chief Financial Officers, Senior Vice Presidents of Finance, Vice Presidents of Finance and Accounting, Finance Directors, Controllers, FP&A Directors and Analysts, and Director-level and above finance professionals from Fortune 500 companies and large multinational corporations.

Three-day summit featuring keynote presentations from C-suite finance leaders, panel discussions and roundtables on critical finance topics, and thought-provoking sessions covering broad range of topics critical to finance functions. One-on-one meetings providing personalized expert advice, networking breaks and social events for peer collaboration, exhibition area with solution providers, and professional development sessions eligible for CPE credits with up to 12.6 available credits.

Finance professionals, CFOs, data scientists, AI engineers, compliance officers, fintech developers, trading technologists, risk managers, and business leaders interested in AI transformation in financial services.

The conference features keynotes, technical sessions, hands-on workshops, training labs, demos, and networking opportunities with an expo of leading technology sponsors. Sessions range from technical deep-dives on CUDA optimization and LLM implementation to business-focused fireside chats on AI strategy and regulatory compliance.

CFOs, treasury professionals, finance directors, FP&A leads, and finance technology managers looking to elevate their strategic and operational expertise in treasury and risk management.

The conference offers multiple tracks across treasury, finance operations, technology, leadership and emerging trends. Attendees will access high-impact sessions, peer-to-peer networking events, interactive workshops and exhibits of finance-technology solution providers.

Finance professionals, CFOs, data scientists, AI engineers, machine learning specialists, quantitative analysts, compliance officers, risk managers, and business leaders from banking, financial services, and insurance sectors.

Two-day conference featuring keynote presentations from industry leaders, panel discussions, and technical workshops including AI Scale-Up Challenge, Quantum AI, Human Skills in AI, and Building Resilient AI. Innovation slots showcase groundbreaking AI technologies with extensive networking breaks and an evening reception. Single-track morning sessions ensure all attendees experience the same core content.

CFOs, senior finance leaders, controllers transitioning to strategic roles, and finance executives looking to develop leadership capabilities, expand strategic thinking, and build lasting peer relationships with other finance leaders.

Three-day conference at the Sheraton Boston Hotel featuring keynote presentations from leadership experts, interactive workshops focused on executive leadership development, and peer-to-peer discussion groups. Networking sessions with fellow finance leaders and opportunities for one-on-one connections in an intimate environment conducive to meaningful dialogue and relationship building.

Accounting and finance professionals of all levels including CPAs, CGMAs, audit professionals, tax practitioners, management accountants, CFOs, controllers, firm partners and staff, corporate finance teams, financial advisors, consultants, educators, and students. Suitable for public accounting, corporate finance, government, nonprofits, and education sectors.

Four-day conference featuring general sessions with keynote speakers, 25 specialized content tracks, and concurrent breakout sessions with expert presenters. Hands-on workshops and deep-dive sessions, CPE-eligible educational sessions across all content areas, extensive exhibition hall showcasing accounting technology, structured networking events, the 4th Annual AICPA Foundation Golf Classic, and special 10th anniversary celebrations.

Accountants, bookkeepers, QuickBooks ProAdvisors, tax preparers, business advisors, practice leaders, CPA firm partners and staff, technology-savvy financial professionals, and business consultants from small practices to Top 100 CPA firms.

Four-day conference featuring keynote presentations from industry thought leaders, 100+ breakout sessions offering basic to advanced technical training, and technology expo with 100+ solutions. Workshops and hands-on training on multiple accounting platforms including QuickBooks, Xero, and Sage Intacct, networking opportunities with peers and industry leaders, special social events including charity bicycle building and golf tournament, and CPE credits registered with NASBA.