AI and shifting market dynamics are redefining how companies create and capture value. This transformation impacts everything including fundraising and valuation pressure, product economics, pricing models, and workforce strategy. For CFOs, the challenge involves making disciplined investment decisions, managing emerging risks, and adapting operating models as AI begins to reshape how companies build and scale.
Join fellow finance leaders for a conversation on the decisions shaping the next phase of company growth. Through mainstage sessions and curated small group discussions, we'll examine capital market shifts, pricing strategy, enterprise risk, talent planning, and operational challenges, all through the lens of AI.
The Westin St. Francis
335 Powell St.
San Francisco, CA 94102
Room Rate: $359 (rate is valid until April 24, 2026 or until the block is full - whichever comes first)
Reservation link: Click HEREÂ to make your reservation.
Opening Remarks and Mainstage: AI from a Business Risk Perspective
 AI is now a capital allocation and risk management issue, not just a tech bet. This session explores how CFOs set guardrails on data exposure, navigate build vs. buy infrastructure decisions, assess cannibalization risk to core revenue, and impose discipline on AI spend amid uncertain ROI.Â
Small Group Discussion: Finance Talent Strategy in an AI World
Talent strategy is shifting, but not uniformly. In this small group discussion, we will compare how headcount models are evolving, where roles are changing, and how to build more adaptable teams in the world of AI.Â
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Will include a dedicated small group for Fund CFOs.
Small Group Discussion: Pricing Models in the Age of AI
AI is breaking traditional pricing logic, but the right model isn’t universal. This small group discussion brings CFOs together to compare shifts from seat-based to outcome-based pricing, where it’s working, and where it’s not.
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Guardrails for "Agentic Finance" & AI ROI (for Fund CFOs)
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A peer discussion on the ROI of AI within fund operations, autonomous forecasting, KYA (Know Your Agent) compliance frameworks, and AI-driven portfolio monitoring.
Interactive Session:Â AI in Finance & Operations
This is not an AI overview.
In this interactive session you will gain insight from CFOs already moving beyond pilots and into real deployment. Together, we’ll dissect how AI is being embedded into finance and operations—down to workflows, tooling, and team implications.
Mainstage Session:Â Fundraising, M&A, and Value Creation
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In a bifurcating market, not all growth is valued equally. This session brings together investors and operators to help CFOs navigate fundraising, M&A, and value creation amid SaaS volatility and AI disruption. We’ll unpack what drives premium valuations and what to do if you’re facing compression.Â
The F Suite is a private, invite-only community for CFOs and their teams. Over 1,100 CFOs have access to 100+ world-class events per year and a robust online platform where members continuously collaborate in real time to help each other succeed in their careers and propel their companies forward.
For more information, visit www.fsuite.co
