Monetize 15

AI is rewriting the economics of the Office of the CFO. Spend one day with the people making the decisions

The next 12 months of decisions about AI will set finance cost structures, margins, and competitive positions for a decade. CFOs and CIOs must decide which systems to rebuild and which to retire. Product leaders must price AI without giving away margin. Investors must pick the companies that will own the next-generation finance stack.

Monetize 15 puts those decisions in one room for one day. CEOs of established financial software companies share the stage with the founders of the AI-native challengers trying to replace them. Many bring the customers who run their software in production, and all take questions from MGI and from buyers. Everyone on stage is a decision-maker or an operator, not a commentator.

Five Themes

1. Who owns the next finance stack. What happens to ERP, billing, contract management (CLM), quoting (CPQ), and Salesforce Revenue Cloud: which AI-native challengers break through, which incumbents adapt, and where the profit pool moves.

2. Rebuild, bolt on, or resist. The AI-native Office of the CFO: what each path costs, and who is already ahead.

3. What finance costs by 2030. How AI changes headcount, cost per transaction, and close cycles, and what the finance talent model looks like.

4. Who signs off when software decides. How audit, SOX compliance, and traceability work when AI agents run core finance processes, and what IT must put in place.

5. Monetizing AI. From seats to tokens, agents, and outcomes. Pricing that protects margin, metering that proves it, and a quote-to-cash stack that can bill for it.

What You Will Take Away

CFOs and finance leaders. Which finance processes AI can run today and which it cannot yet, with benchmarks on cost, staffing, and close cycles. The vendors you are evaluating present on one stage, with their customers in the room to confirm or challenge their claims.

CIOs and IT leaders. How to modernize the finance stack without a multi-year re-platforming: which systems of record stay, where AI agents plug in, and what controls agent-run finance requires.

CEOs and product leaders monetizing AI. A practical path from AI product to AI revenue: pricing and packaging models that protect margin, and the billing and quote-to-cash systems that can support them. The CFOs and CIOs you sell to, and the investors who fund your category, are in the room to tell you what they will pay for next.

VC and PE investors. MGI’s independent view of which categories consolidate and which get displaced, with incumbents and challengers side by side. One day here is the equivalent of weeks of diligence meetings.

How the Day Works

MGI Research hosts and moderates every session. No single vendor owns the stage, sponsored sessions are labeled, and MGI’s analysis is not for sale.

MGI opening scenarios. MGI’s data-backed scenarios for the AI-transformed Office of the CFO and the economics of monetizing AI.

Incumbents and challengers, one stage. Leaders of established financial software companies and founders of the AI-native challengers present to the same buyers and take the same questions on strategy, product, and AI roadmap from MGI and the room.

Customer case studies. Executives who run the software in production describe what worked, what broke, and what it cost.

MGI closing verdict. A direct call on what to build, buy, and retire.

Sponsors

Gold Tier:

LogiSense, BillingPlatform, Chargebee, Nue, xfactrs, RightRev, Zuora, OTTO-MATES

Silver Sponsors:

DigitalRoute, SOFTRAX, Zenskar, Turnstile

Limited Seats, by Invitation Only

Monetize 15 is limited to 200 seats and every registration is reviewed, so the room stays senior and the conversation candid.  Seats are allocated as requests are approved.

Agenda

8:00 – 9:00 AM: Check-In, Coffee & Light Breakfast

9:00 – 10:45 AM: Main Sessions — including Keynote: MGI Research on Monetizing AI

10:45 – 11:00 AM: Coffee & Networking Break

11:00 AM – 12:00 PM: Main Sessions

12:00 – 1:00 PM: Networking Lunch

1:00 – 3:15 PM: Main Sessions

3:15 – 3:30 PM: Networking Break

3:30 – 5:00 PM: Main Sessions — Concluding Session with an MGI Research Analyst

5:00 – 6:30 PM: Champagne Reception - Networking Cocktails & Hors d’oeuvres

Past Monetize Attendees and Speakers:

Adobe · Adyen · Amadeus · Amazon · Apple · Argano · Atlassian · ATOS · Avalara · Bain Capital · Bank of America · Bankrate · BBVA · BillingPlatform · BlackLine · Bloomberg · Booking.com · Capital One · Celigo · Certinia · Checkout.com · Cisco · City of New York · City of Palo Alto · City of San Francisco · Cognizant · Conga · Coupa · Covéa · Databricks · Deloitte · DigitalRoute · Disney · Docker · eBay · European Union · Exact Software · Expedia · EY · FastSpring · Francisco Partners · Garmin · GE · General Atlantic · Google · Gotransverse · Heineken · Hitachi · Icertis · IEEE · ING · Intuit · Invoca · JPMorgan · Kaplan · Knight · LogiSense · Mastercard · Maxio · Metro Atlanta Chamber of Commerce · Netgear · NetSuite · New Relic · OpenTable · Oracle · Panasonic · Philips · Pramata · PwC · Rambus · Raymond James · RecVue · Rev.io · Revenera · RevOptic · Rootstock · Royal Dutch Shell · Salesforce · Sandhill Group · SAP · Schiphol Airport · Scholastic · ServiceNow · Simon-Kucher · South Carolina Port Authority · Spryker · Synthesis-Systems · Thales · Toast · Truist · UPS · Verizon · Visa · Vonage · Warner Bros. Discovery · Warner Music Group · Wolters Kluwer · Workday · Zendesk · Zoho · Zone&Co · Zscaler · Zuora