The Modern Finance Function:
Automation, AI
and Controls.
A closed virtual roundtable for CFOs and finance directors on modernising the finance function with automation, AI and stronger controls.
What is on the table.
The question this session is built around, and why it matters now.
Finance functions are being asked to do two things at once: automate the close, the reporting and the routine analysis, while tightening the controls that keep all of it trustworthy. The two pull in different directions, and the leaders doing it well have found ways to make them reinforce each other.
This roundtable brings together a small group of finance leaders to compare what is actually working: where automation has paid back, where AI is earning a place in the function, and how control frameworks are being redesigned rather than simply bolted on.
It is a working conversation, not a presentation. Every participant is expected to contribute and the numbers are kept small enough that they can.
Themes we expect to cover.
The chair sets the question; the room decides where it goes. These are the threads most likely to run through the conversation.
Which processes have been transformed, which resisted, and what the honest payback has looked like.
Forecasting, analysis, anomaly detection: where models are already trusted and where the function is still cautious.
Redesigning assurance so that speed does not quietly erode trust in the numbers.
What the function's skills, structure and relationship with technology are starting to look like.
Who is in the room.
Every seat is chosen for seniority, sector and a direct stake in the question. Guests are confirmed individually before an invitation is issued.
- Chief Financial Officers and Finance Directors
- Financial Controllers and Heads of Finance Transformation
- Heads of Financial Planning and Analysis
- Senior finance leaders responsible for systems and controls
Chair and speakers.
Every Convene X roundtable is chaired by a member of the founding team, who sets the question and keeps the discussion honest and moving. Contributors are confirmed once the group is set and shared directly with confirmed participants, never announced for reach.
A member of the Convene X founding team, drawing on years of running senior rooms across finance and technology. The chair's job is to keep the conversation candid, balanced and useful to every guest.
Confirmed to guests directly once the room is set. If you would like to contribute to this or a future room, or to bring a question of your own, brief us on your audience.
How the session runs.
Area: Finance & Investment. Format: Executive virtual roundtable.
- BeforeYou receive a short brief with the question of the session and the names of the other participants.
- 15:00The chair sets the question and invites a first perspective from the room.
- 15:10A moderated conversation in which every participant contributes, no slides and no presentations.
- 15:50Each participant shares the one thing they are taking back to their finance function.
- AfterA short private summary is sent to participants, unattributed, under Chatham House Rules.
Other rooms you may want a seat in.
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Join the network.
Places on this roundtable are offered to members of the network first. Membership is free, invitation-led and open to senior decision-makers in the UK and US. Tell us who you are and the rooms you want to be in, and we will confirm fit directly.