Dinner + Wine Tasting at Oceana, NYC
Tuesday, October 21st
@ 5:30 – 8:00 ET
Finance & ERP Transformation in the Age of Gen AI:
Driving Innovation, Governance, and Change
Finance & ERP Transformation in the Age of Gen AI: Driving Innovation, Governance, and Change
Dinner + Wine Tasting at
Oceana, NYC
Tuesday, October 21st
@ 5:30 – 8:00 ET
Dinner + Wine Tasting at Oceana, NYC
Join us for an executive roundtable with IT and Finance leaders to discuss how ERP modernization and GenAI are transforming finance through practical use cases, governance strategies, and future-ready resilience.
About the Content
Enterprise Resource Planning (ERP) systems sit at the core of the finance function, and today they are being reshaped by Generative AI. From accelerating the migration to next-generation ERP platforms to automating financial close processes, forecasting with precision, and embedding real-time risk management, the opportunities are vast. At the same time, leaders face hurdles: governance and compliance, cyber threats, workforce readiness, and the change management required to ensure adoption and success.
Protiviti’s global research underscores this duality—while many organizations already see efficiency and cost benefits, the path to sustainable transformation requires careful alignment of people, processes, and technology.
This private executive roundtable will convene senior finance and IT leaders to explore how ERP modernization and AI are reshaping the CFO agenda. Together, we’ll discuss practical use cases, strategies for navigating change, and the organizational resilience needed to thrive in an AI-powered future.
Discussion Topics
- ERP Modernization – Embedding AI in finance.
- Change Management – Driving adoption across people and processes.
- Governance & Compliance – Managing risk, data integrity, and regulation.
- AI in Finance – Use cases in close, forecasting, and risk.
- Future Readiness – Building skills and resilience for what’s next.
Agenda (ET)
5:30 Registration and Networking Reception
5:50 Introductions
6:00 Welcome Presentation
6:15 Wine Tasting
6:45 First Course & Networking
7:15 Moderated Industry Panel, Q/A, Dinner, Dessert, and Coffee
5:30
Registration and Networking Reception
5:50
Introductions
6:00
Welcome Presentation
6:15
Wine Tasting
6:45
First Course & Networking
7:15
Moderated Industry Panel, Q/A, Dinner, Dessert, and Coffee
Who's Attending
- An invitation-only group of senior IT and Finance leaders from major companies in the New York Metro Area
Objectives
- Learn from the panel’s insights based on their latest data & experiences
- Participate in peer-to-peer learning & networking with like-minded leaders
- Enjoy a wonderful dining & wine tasting experience in a private room at Oceana
About the Venue
Oceana NYC
120 W 49th St, New York, NY 10020
Oceana, the acclaimed American Seafood restaurant is located in the heart of midtown on 49th Street, just steps from Rockefeller Center, Radio City Music Hall and Broadway’s famed theaters. Oceana leans heavily on relationships with local purveyors to continue their legacy of serving elevated market-driven dishes from sustainable sources. Executive Chef Tim Jocz’s enthusiastic vision for Oceana is rooted in showcasing quality seasonal ingredients at the elegant, modern American seafood restaurant.
Reserve Your Spot Here
Sponsors
Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Our consulting solutions span critical business problems in technology, digital, business process, analytics, risk, compliance, transactions and internal audit. We are committed to attracting and developing a diverse workforce of professionals who share the values of integrity, inclusion and innovation. We believe that by teaming together with our clients, we can tackle the business challenges presented by a dynamic world and discover and implement innovative, efficient and effective business solutions.
Our more than 11,000 people serve clients ranging from business, governments, public-sector agencies, not-for-profits through the network of Protiviti and independently owned Member Firms in more than 90 offices in over 25 countries. We have served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Our people and organization have consistently been recognized by Fortune and Consulting Magazine as a best company to work for.
Organizer
Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders. Learn more at bdionline.com.
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