Forward Finance Forum · A 4-CITY TOUR
Finance is being rebuilt around AI
See how forward-looking Finance teams are using AI to decide faster, do more, and lead with confidence.
Join us for the Forward Finance Forum, a half-day event designed exclusively for Finance leaders and practitioners who are ready to move beyond AI curiosity and into AI-powered performance.
Attend in one of four cities this fall: Houston, San Diego, Toronto, or New York.
Forward Finance is the new AI operating model for intelligent organizations.
It defines how Finance teams use trusted data, purposeful AI, and connected workflows to guide better decisions, embed insight into day-to-day operations, and build teams ready to lead the business forward.
Each Forum is designed for Finance leaders who are ready to move from insight to action, especially those who are responsible for financial close, planning and forecasting, reporting, and analytics.
Here's what you'll walk away with:
- Deeper understanding of the five dimensions of Forward Finance
Learn why Finance leaders need to function as Data Stewards, AI Strategists, Chief Operators, IT Collaborators, and Workforce Architects. - Practical strategies for an AI-ready Finance function
Discover how leading organizations are building AI maturity, governing data, and proving business value. - Real insights from teams doing it now
Hear how Finance leaders are already turning transformation into results. - Actionable strategies and valuable peer connections
Enjoy curated activities and focused networking designed to make every stop worth your time.

upcoming dates
Forward Finance Forum cities

Houston
Thursday, August 27
1:30 - 6:30 PM CT
Houston Astros - Daikin Park

San Diego
Thursday, September 3
1:30 - 6:30 PM
The Lodge At Torrey Pines

Toronto
Thursday, September 24
1:30 - 6:30 PM ET
Liberty Grand

New York
Thursday, October 1
1:30 - 6:30 PM
Tribeca Rooftop




