AI Value Creation Forum
The CFO’s Role in Building the
Foundation for AI Success
Getting value from AI takes more than choosing the right use cases or technology. It requires the right financial discipline, controls and accountability to manage what happens as AI moves into the business. This half-day forum will help CFOs and senior finance executives understand the financial exposures that can erode expected returns—and build the foundation to deploy, monitor and scale AI with confidence.
- November 17, 2026
- Javits Convention Center, New York City
Seats are limited and will be allocated to qualified attendees on a first-come basis.
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.
Why Now?
AI Is Moving Deeper Into the Business. Protecting Its Value Requires a Stronger Foundation.
AI tools are moving from experimentation into workflows that influence forecasts, pricing, operational decisions, customer interactions, transactions and payments. That makes the CFO central to decisions about where the business invests, what conditions must be met before deployment, and how performance will be measured once an AI tool is operating.
The stakes are also changing. Agentic AI can take action, not just generate answers. AI-powered fraud is becoming faster and harder to detect. Employee use can expose sensitive data, while AI capabilities embedded in third-party platforms can introduce contractual, data and liability issues the organization may not fully understand.
For CFOs, managing these exposures isn’t separate from the value equation—it’s part of it.
The Experience
More Than an AI Briefing: A Working Forum for CFOs
Over one afternoon, you will move from strategic framing to understanding the financial exposures that can erode AI’s value. You’ll leave with a practical framework for evaluating what needs to be in place to deploy and scale AI successfully.
Why AI Is Now a CFO-Level Risk and Why That Matters to ROI:
Understand how AI's expanding role in the business changes the CFO's responsibilities and how the cost of a risk event can undermine the return the organization expects.
The Hidden Costs of AI:
Examine the financial exposure created by agentic systems inside finance workflows, AI-powered fraud and risks embedded in third-party tools already in use.
From Experiment to Enterprise:
Hear what technology, security and legal leaders need the CFO to understand about access controls, intellectual property, contractual gaps, accountability and cross-functional coordination as AI moves deeper into the organization.
Tabletop Exercise: When an AI Investment Goes Off Track:
Work through an evolving scenario involving a vulnerability, a vendor disclosure about data use and AI-generated recommendations that have already affected financial controls and vendor payments.
Building the Foundation to Deploy and Scale Agentic AI:
Translate the gaps exposed in the scenario into clear requirements for deployment, monitoring, documentation, accountability, and escalation.
What's Coming Next:
Look 24 to 36 months ahead at the developments in agentic AI, quantum computing and AI-powered cyber threats that could change the economics, security and operating environment behind today's investments.
The CFO's AI Readiness Checklist:
Take home the questions to ask before an AI-enabled tool is funded, procured, deployed or scaled, including how value will be measured and what would cause the organization to scale, pause or stop the investment.
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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