Event: NYC CFO Roundtable
Passing the AI Gate: How CFOs Are Investing in AI to Be Exit Ready
A new gate has emerged on the path to exit. Boards and investors, before getting to any valuation discussion, are closely evaluating how CFOs are deploying AI capital across finance, product, and tooling — and how those choices are reshaping pricing and headcount. A benchmark for "good" is forming, and a 2H26 rationalization moment is coming for every PE-backed finance team.
This roundtable explores how leading CFOs are making those investment decisions across two vectors: leveraging AI internally to get more from lean teams, and accelerating AI within the product. We'll dig into culture, controls, and the hard calls that determine who passes the AI Gate on the path to exit readiness.
Event Details:
🗓️ Wednesday, June 17, 2026
🕧 1:00 pm - 4:30 pm
📍 Midtown, Manhattan, NYC
