CFO Workshop

Smart Scaling: Building an AI-Ready Legal Function for Your Team

DATE

Date TBD

LOCATION

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CFO Workshop

DATE

Date TBD

LOCATION

RSVP Now

Request Invite

Designing the AI-Forward Finance Org: Talent, Tech, and Transformation

AI is reshaping how finance works, but most orgs are still operating with legacy roles, systems, and workflows. This session is for finance leaders ready to redesign, not just retrofit, their teams and how they get work done.

You’ll work alongside peers and experts to:

- Define the shape of an AI-forward finance org: What roles evolve, what work gets automated, and what new skills emerge
- Map your current-to-future org design: Identify capability gaps, automation opportunities, and where to invest in upskilling
- Get practical with systems integration: Connect people data, finance tools, and AI workflows into one decision-ready ecosystem
- Build your transformation plan: Walk away with a 90-day blueprint to pilot, scale, or staff your next-gen finance stack

This isn’t about chasing trends. It’s about building a finance team that’s faster, smarter, and ready for what’s next.

Co-Chairs

Kaylee Anselmi

Senior Manager, Legal Operations

Booking Holdings

Jesse Ma

General Counsel

Apartment Therapy

Subject Matter Experts

Nigel Glenday

CFO, COO & Board Member

Masterworks

Micah Richard

Principal, AI

PwC

Speakers

Inna Barmash

Chief Legal Officer & Corporate Secretary

Amplify

Alice Bisgrove

Senior Vice President & Deputy General Counsel

Procore Technologies

Jung Choi

General Counsel
Revelyst

Laura Del Gaudio

Associate General Counsel, Global Employment

Zapier

Eric Gross

SVP, Enterprise Deputy General Counsel

Zelis

Jaya Kantipudi

VP, Operations & Legal

Totango

Stacy Lettie

Chief of Staff to the General Counsel

Organon

Helen Nicholas

Director, Legal Operations

Zelis

Jonathan Stark

Head of Legal & Board Operations

Dynatrace

Event Details

Join us for an exclusive half-day workshop for CFOs at high-growth companies focused on reimagining the finance organization for an AI-driven future, combining expert-led insights with hands-on, peer collaboration to redesign roles, systems, and workflows and leave with a clear, actionable transformation plan.

Member Host

Andrew Platt

Chief Financial Officer
Freed Associates

Speakers

Inna Barmash

Chief Legal Officer & Corporate Secretary

Amplify

Alice Bisgrove

Senior Vice President & Deputy General Counsel

Procore Technologies

Jung Choi

General Counsel
Revelyst

Laura Del Gaudio

Associate General Counsel, Global Employment

Zapier

Eric Gross

SVP, Enterprise Deputy General Counsel

Zelis

Jaya Kantipudi

VP, Operations & Legal

Totango

Agenda

1:30 pm

Arrival & Registration

2:00 - 2:30 pm

Framing & Open Q&A with Subject Matter Experts

Each SME shares an anecdote to seed the room with a few sticky ideas CFOs will use later at their tables.

2:30 - 4:00 pm

Small Group Workshop

In this 90-minute working session, finance leaders map their current and future-state org design, explore how AI can elevate core capabilities, and prototype agentic or AI-led workflows. Through expert insight and peer collaboration, participants identify their AI advancement priority and define an AI-led function pilot. SMEs circulate to pressure-test assumptions and strengthen each design. Every leader leaves with a clear, practical 90-day blueprint to accelerate AI transformation.

4:00 - 4:30 pm

Sharing of key takeaways + Closing

At the close of the discussion, our subject-matter experts synthesize the room in real time, surfacing the patterns they heard repeated across tables, spotlighting the most courageous decisions shared by peers, and distilling one defining principle every AI-forward finance organization should carry forward.

The result is signal, not recap. Clear takeaways grounded in what CFOs are actually doing right now.

4:30 - 5:30 pm

Reception

Keep the conversation and connections going over appetizers and drinks in the Wine Cellar.

Venue

Sponsored by:

About The F Suite

The F Suite is a private, invite-only community for CFOs and their teams. Over 1,100 CFOs have access to 100+ world-class events per year and a robust online platform where members continuously collaborate in real time to help each other succeed in their careers and propel their companies forward.

For more information, visit www.fsuite.co