New York CFO Community
Executive Summit
October 27, 2026 | Convene 101 Park Ave
October 27, 2026
Convene 101 Park Ave
Collaborate with your peers
Get together with New York's top CFOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.
Join your peers to discuss the most critical issues impacting CFOs today:
Prioritizing Cost Optimization and Resource Allocation
Driving AI Impact Despite Challenges and Risks
Closing the Digital Talent Gap to Promote Finance Transformation
New York CFO Governing Body
The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven By CFOs, For CFOs®.
Governing Body Co-Chairs

Rick Davison
Sumitomo Mitsui Banking Corporation
CFO, Americas

Dave Denton
Pfizer
CFO

Entela Hana
Sompo Holdings
CFO, North America

Guru Ramamurthy
Bayer
Chief Financial Officer and Head of Finance, Bayer Crop Science

Aradhana Sarin
AstraZeneca
Group CFO & Executive Director
What to Expect
Agenda
Gartner Keynote Session
Finance 2030 — Key Actions for CFOs
The future presents many opportunities for CFOs to reach new levels of efficiency and effectiveness. Between now and 2030, CFOs and their teams will find a number of forces acting to reshape finance, ranging from increased matrix decision making to fast-paced advancements in technology to heightened divergence across regulatory regimes.
Join this Gartner-led keynote to explore insight on:
- Adopting the use of sophisticated enterprise simulations
- Key governance principles for AI-enabled enterprises
- Evolving the finance workforce to be more capable of doing technology work
- Redesigning finance to act like a product team
Executive Boardroom Sessions
Defending AI Decisions in Finance
AI promises efficiency, but for finance leaders the real challenge is building trust, accountability, and ensuring audit readiness. Discover how Governed Autonomy empowers organizations to adopt AI at their own pace while maintaining oversight and compliance. Learn how Auditable AI accelerates automation, strengthens financial integrity, and enables you to confidently defend every AI-driven decision.
Join this session to:
- Understand how Governed Autonomy lets teams scale AI with oversight and control
- Build trust by using auditable, traceable, and explainable AI for compliance
- Balance efficiency and risk to automate more while protecting financial integrity
AI in Accounts Receivable: What the Data Says, and What It Means for Finance
AI is reshaping accounts receivable, and the pressure to adopt is real. This boardroom session is grounded in evidence, featuring a meta-analysis of collections data and a peer discussion on what these findings mean for finance leaders.
Join this boardroom to discuss:
- How AI-driven outreach changes collections by channel and timing
- Where automated cash application earns trust, and where judgment stays
- How teams redeploy time as manual AR work drops
Accelerating Innovation Without Increasing Spend
Technology leaders want AI. Boards want results. CFOs need both. Learn how organizations are accelerating innovation by optimizing existing technology investments applying real innovation rather than simply increasing spending.
Join this session to discuss:
- Unlock savings from existing technology investments
- Redirect resources to use innovation for strategic initiatives
- Accelerate path to future operating model while improving financial outcomes
AI-Driven Finance: Build, Buy, or Blend?
Modern platform decisions are more complex than ever as AI-powered tools, intelligent agents, and unified planning platforms reshape how CFO’s think about the tools they need to succeed. Finance leaders must balance speed, governance, and long-term value to drive confident transformation.
Join this boardroom to discuss:
- Connecting finance, operations, and economic intelligence to enable real-time, explainable planning
- Moving beyond general-purpose AI assistants to domain-specific, embedded agents that proactively guide planning, analysis, and decision-making
- Applying a practical framework for scalable, risk-aware and future-ready finance transformation
Navigating Macroeconomic Uncertainty in Finance
In today’s environment of persistent inflation, geopolitical volatility, and rapid technological disruption, CFOs are being pushed beyond traditional stewardship into a more strategic role. Leading finance organizations are shifting from static planning toward agile, data-driven decision-making, with AI and advanced analytics playing a central role in redefining resilience, navigating uncertainty and unlocking growth.
Join this boardroom to discuss:
- Interpreting economic indicators for smarter resource allocation
- Leveraging AI and data analytics in financial decisions
- Strengthening forecasting to support long-term growth
Influencing Board Decisions With the Right Data
Finance leaders are increasingly expected to provide strategic insights that shape boardroom decisions. The forward-thinking CFO will learn how to communicate the most impactful data, understand what boards value, and leverage analytics to elevate their strategic influence.
Join this boardroom to discuss:
- Selecting and presenting the data that matters most to boards
- Communicating financial insights for maximum board impac
- Enhancing the CFO’s role as a strategic advisor through data-driven storytelling
Breakout Session
AI Won't Fix Broken Processes — Transformation Starts with Standardization
CFOs must address fragmented, inconsistent processes that limit AI’s potential and hinder transformation. Adding AI to a broken system only creates a more complex and costly problem. The journey to autonomous finance relies on process standardization, automation, evolving operating models, and workforce development.
Join this session to explore how to:
- Scale productivity through standardization, automation, and workforce transformation
- Embed AI into trusted finance workflows
- Build the operating model, governance, and culture needed to accelerate AI adoption
Keynote Session
Beyond the Balance Sheet — The Evolution of CFO Leadership
The CFO role has changed dramatically, expanding from financial oversight to digital transformation and enterprise leadership. Hear top CFOs reflect on how their careers have evolved and discuss what’s next for finance leaders.
In this keynote, you will discover:
- Lessons learned from the journey from finance steward to strategic leader
- Building and empowering digital finance talent
- Preparing for the next era of CFO leadership
Gartner Boardroom Session
Influencing Board Decisions With the Right Data
Finance leaders are increasingly expected to provide strategic insights that shape boardroom decisions. The forward-thinking CFO will learn how to communicate the most impactful data, understand what boards value, and leverage analytics to elevate their strategic influence.
Join this boardroom to discuss:
- Selecting and presenting the data that matters most to boards
- Communicating financial insights for maximum board impac
- Enhancing the CFO’s role as a strategic advisor through data-driven storytelling
Apply to Participate
Each application is carefully vetted to ensure members meet established criteria, preserving the quality of the network and enabling meaningful, peer‑level discussions among leaders from the world’s leading organizations.
Once you submit your application, a Community Program Manager will schedule a conversation to understand your priorities and interests and complete onboarding, including access to year‑round community events.
Location
Venue & Accommodation
Convene 101 Park AveCommunity Program Manager
For inquiries related to this community, please reach out to your dedicated contact.
