AI Risk & Readiness
A Senior Finance Executive Forum
This half-day forum gives CFOs and senior finance executives the strategic framework to assess AI risk, ask better questions of every department and vendor, and make smarter investment decisions before something goes wrong.
- November 17, 2026
- Javits Convention Center, New York City
Seats are limited and will be allocated to qualified attendees on a first-come basis.
Why Now?
AI Tools Move Fast. The Financial Risks They Introduce Move Faster.
A year ago, the conversation was about whether to adopt AI. That conversation is over. The tools are already inside your organization—embedded in vendor platforms, touching customer data, and in some cases acting autonomously without a human in the loop. And in many cases, the CFO was the last to get the full picture.
What’s changed isn’t just the speed of adoption. It’s the nature of the exposure. Agentic AI systems can now initiate actions, not just generate answers. Cybercriminals are using AI to craft attacks that are faster, more convincing, and harder to detect. Third-party vendors are building AI into products in ways that aren’t fully disclosed—and that shifts liability in ways most contracts don’t yet reflect.
The question is no longer whether AI will create a risk event for your organization. It’s whether you’ll be prepared when it does.
The Experience
A Working Session for Finance Leaders Who Need More Than a Briefing
This is not a vendor showcase or a series of passive panels. Over the course of a half day, you will move from strategic framing to hands-on scenario work, leaving with a practical framework you can put to work immediately—with vendors, with your leadership team, and across every budget decision that has AI in it.
Why AI Is Now a CFO-Level Risk
AI has moved into the financial fabric of the organization. And the risks land on the CFO's desk whether they invited it there or not.
The AI Risk Landscape
A clear view of the specific risks AI introduces into organization-wide decision-making: agentic systems, AI-powered fraud, third-party vendor exposure, and the cybersecurity threats that are now a finance problem as much as a technology problem.
Tabletop Exercise: When an AI Tool Becomes a Financial Risk Event
An evolving scenario involving a deployed AI finance tool. Four rounds of escalating decisions: What do you know? Who owns the response? What do you disclose, pause, or escalate? And what should have been in place before deployment?
What's Coming Next
The AI decisions you make today will be shaped by what's coming in the next 24 to 36 months. Look ahead at the emerging technology developments that every CFO should factor into the technology investments they're evaluating right now.
Your AI Risk Checklist
The questions every CFO should be asking of vendors, internal teams, and themselves before any AI-enabled tool is procured, approved, or deployed .
Questions to Take to the FATE Expo Floor
Before you explore any AI-enabled tool, you should know exactly what to ask the vendor standing in front of you.
What Makes This Different
The Conversation Most Organizations Are Not Having Until It's Too Late
Most AI events are built around what technology can do. This one is built around what your organization must do — before, during, and after you deploy it.
Peer-level conversation
A curated room of senior finance executives where the discussion stays candid and grounded in the realities of your role.
Vendor-neutral content
No product demos dressed up as thought leadership.
Hands-on scenario work
You will leave having worked through a real crisis.
Decision-ready framing
Every session is built around choices your organization will actually face.