Dinner & Wine Tasting @ The Capital Grille
New York City,
Thursday, June 4th
@ 5:30 – 8:00 ET
The Rise of Agentic Financial Operations
The Rise of Agentic Financial Operations
Dinner & Wine Tasting @ The Capital Grille, New York City
Thursday, June 4th
@ 5:30 – 8:00 ET
Dinner & Wine Tasting @ The Capital Grille
Join us to discuss how agentic AI, trusted data, and strong governance are reshaping financial operations to help finance teams improve control, reduce manual work, and prepare for the future.
About the Content
Join a select group of senior finance leaders for an invitation-only dinner and tasting program focused on a critical turning point for finance. While most CFOs are now deploying AI, a gap has emerged between this rapid adoption and the governance required to manage it safely across core financial operations.
In this peer-to-peer conversation, leaders will discuss what it takes to build an agentic-ready finance organization that bridges this gap. We’ll explore how to embed the core pillars of trusted data, context, and agency into foundational workflows—from the financial close and reconciliations to invoice-to-cash—to improve visibility and ensure the auditable control the Office of the CFO requires.
The discussion will cover how forward-looking teams are applying AI to reduce manual effort, accelerate decision-making, and elevate the strategic impact of finance. Attendees will gain practical perspectives from peers navigating the next era of transformation with BlackLine.
Discussion Topics
- Most leaders are pursuing AI, but many admit their governance models haven’t kept pace. What separates basic automation from truly agentic financial operations that can deliver value without introducing unacceptable risk
- We face a critical talent shortage. How does this challenge change your strategy for AI adoption? Is it simply about replacing manual effort, or is it a deeper opportunity to uplevel your entire team and redefine finance roles for the future?
- Unlocking AI’s real value in finance seems to require three things working in concert: trusted data, operational context, and true agency. In your experience, which of these pillars is the most challenging to get right, and why?
- Thinking about that framework, how can you embed deep business context into your systems so that AI can move beyond just analyzing data and begin to act with real agency on critical workflows like the financial close?
- As you successfully balance human judgment with AI-driven execution, what does the “future-ready” finance professional look like? How do you ensure your team builds trust in these new, more autonomous systems?
Agenda (in ET)
5:30 Registration and Networking Reception
6:00 Welcome Remarks
6:05 Wine Tasting
6:30 First Course & Networking
7:00 Moderated Industry Panel, Q/A, Dinner, Dessert, and Coffees
8:00 Event Concludes
5:30
Registration & Networking Reception
6:00
Welcome Remarks
6:05
Wine Tasting
6:30
First Course & Networking
7:00
Moderated Industry Panel, Q/A, Dinner, Dessert, and Coffees
8:00
Event Concludes
Who's Attending
Objectives
CFOs, VPs, and Director-level Finance leaders from major enterprises.
- Gain actionable insights on how agentic AI can strengthen financial operations, improve control, and reduce manual effort across core workflows.
- Exchange ideas with peers on balancing AI innovation with the governance, trust, and oversight the Office of the CFO requires.
- Discover how leading finance teams are using trusted data, operational context, and automation to prepare for the future of finance.
- Enjoy an intimate, private dining experience designed for meaningful networking and collaboration.
About the Venue
The Capital Grille, New York City
120 W 51st St, New York, NY 10020
Fine dining, world-class wines, and valet parking await. From the moment you step into The Capital Grille, the experience is one of comfortable elegance. African mahogany paneling and Art Deco chandeliers provide a warm, stately setting for their nationally renowned dry-aged steaks, fresh seafood, and acclaimed world-class wines. With service as gracious as it is attentive, The Capital Grille looks forward to impressing you.
Reserve Your Spot Here
Sponsor
BlackLine (Nasdaq: BL), the future-ready platform for the Office of the CFO, drives digital finance transformation by empowering organizations with accurate, efficient, and intelligent financial operations. Built on the Studio360 platform, BlackLine unifies data, streamlines processes, and delivers real-time insights through automation and intelligence powered by Verity – a comprehensive suite of embedded, auditable AI capabilities that provides finance and accounting teams with a new digital workforce.
With a proven, collaborative approach and a track record of innovation supported by industry-leading R&D investment and world-class security practices, more than 4,300 customers across multiple industries partner with BlackLine to lead their organizations into the future. For more information, visit blackline.com.
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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