AI Decision Making for Financial Leaders

Join us for a curated evening with senior finance leaders and strategic partners navigating AI investment decisions with high stakes.
Who's in the Room
Senior financial leaders, business owners, and key decision makers from companies with $1M+ in revenue — alongside strategic partners from legal, PE/VC, product, and management consulting.
Every seat is personally vetted. Every attendee holds or directly influences AI and technology budget decisions.
The Conversation
Three dimensions of AI investment most events treat separately — connected in one evening: the business case (where AI is delivering returns, and where it isn't), the operational reality (legacy systems, data infrastructure, employee adoption), and the technical capabilities (what current AI can and cannot do, stripped of vendor framing).
How It Works
This is a facilitated peer conversation with mixed level expertise of AI. Attendees are seated intentionally — matched by shared challenges, complementary expertise, or strategic alignment. 20 participants maximum.
Cocreated with Shiftalt.events
Whitney McDaniel in partnership with Olivia Gambelin

By Joining Us For This Event
You are agreeing to be recorded. However none of the recordings will be used without your explicit consent.