AI Value Creation Forum
What CFOs Should Require Before AI
Is Funded, Deployed or Scaled
Work through the decisions that determine whether an AI investment delivers the return you expect or creates exposure you didn’t plan for.
- November 17, 2026
- Javits Convention Center, New York City
Decide how to respond when an AI tool affects payments and controls
Learn from a multi-time CFO, an IBM CTO and a former SEC cyber advisor
Take home the CFO’s AI Readiness Checklist
Includes two days at the Finance & Accounting Tech Expo, Nov. 18–19
$495 includes the Forum, both days of the Finance & Accounting Tech Expo and the networking reception. Teams of three or more: $295/person.
Why Now?
AI Decisions Are Becoming Finance Decisions
AI is beginning to influence forecasts, payments, vendor relationships, financial controls and operating decisions. That raises questions CFOs increasingly need to answer:
- What conditions should an AI tool meet before it can access financial data or act inside a finance workflow?
- Who is accountable when an AI-generated recommendation affects a payment or control?
- Which risks remain with the vendor and which transfer to the company?
- How will the organization know whether an AI investment should be scaled, paused or stopped?
At the Forum, you will work through these questions with finance, technology, security and legal perspectives in the room.
The Experience
From Exposure to Requirements in One Afternoon
Over one afternoon, you’ll examine the financial exposures that can undermine expected returns, respond to a realistic AI incident alongside other finance leaders and translate what emerges into clearer requirements for funding, deploying and scaling AI.
Assess the Exposure
Glenn Hopper, a multi-time CFO, and Melissa Flicek, Chief Information and Data Officer at Blue Cross and Blue Shield of Minnesota, will help you understand how agentic AI, AI-powered fraud, vendor contracts and employee use can affect financial operations and expected returns.
Work Through the Decisions
A tabletop exercise led by Khwaja Shaik and Christopher Hetner, built on an AI tool that has already affected controls and payments.
Build the Requirements
Mitchell Troyanovsky, co-founder of Basis, on what must be in place before AI acts inside a finance workflow and how to monitor it once it does.
Look Ahead
How agentic AI, quantum computing and AI-driven cyber threats could change the economics and security of today's investments over the next 24–36 months.
Speakers
Khwaja Shaik
Chief Technology Officer, IBM; Member, IBM Academy of Technology and AI Trustworthy Invention Board
ON HOW TO HANDLE AI THAT IS ALREADY AFFECTING CONTROLS AND PAYMENTS
Christopher Hetner
Chief Cyber Advisor, World Wide Technology; Former Senior Cybersecurity Advisor, Chair of U.S. SEC and G-7 Cyber Expert, U.S. Dept of Treasury
ON WHEN AN AI INVESTMENT GOES OFF TRACK
Glenn Hopper
Author, The AI-Ready CFO
ON WHY AI IS NOW A CFO-LEVEL RISK—AND WHY THAT MATTERS TO ROI
Melissa Flicek
Vice President, Chief Information and Data Officer, Blue Cross and Blue Shield of Minnesota
ON WHAT YOUR CIO NEEDS THE CFO TO KNOW
Kelly Slavitt
Chief Legal Officer and Corporate Secretary, Rectangle Health
WHAT YOUR GENERAL COUNSEL NEEDS THE CFO TO KNOW
Mitchell Troyanovsky
Co-Founder of Basis
ON BUILDING THE FOUNDATION TO DEPLOY AND SCALE AGENTIC AI
Lauren Pearl
Fractional CFO, Northpoint Security & James Equities LLC
On What Every CFO Needs to Understand About AI Risk
What Makes This Different
Built Around the Decisions that Determine Whether AI Creates Value
Most AI events focus on capabilities, use cases or what the technology may do next.
The AI Value Creation Forum focuses on what your organization needs to have in place before, during and after deployment to protect expected value and scale AI successfully.
Value and risk connected
Understand how financial exposures, controls and accountability can directly affect the return your organization realizes from AI.
Peer-level conversation
A curated room of senior finance executives where the discussion stays candid and grounded in the realities of the CFO's role.
Vendor-neutral content
No product demos or sales pitches. The focus stays on the decisions finance leaders need to make.
Realistic scenario work
Work through the ownership, disclosure, and escalation decisions that arise when a deployed AI tool begins to go off track.
Reserve Your Place at the Table
If financial accountability, AI risk and technology investment decisions fall within your mandate, this forum was built for CFOs and senior finance executives like you.
Held in conjunction with the Finance & Accounting Tech Expo. Independent registration available—FATE attendance is encouraged (and included in your Forum registration) but not required.
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