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NexGen Finance Transformation Summit, San Francisco, 2027

The Future of Finance Starts Here, Are You In?

Finance is moving from AI experimentation to real-world execution, with CFOs scaling AI agents, intelligent automation, predictive forecasting, and real-time finance capabilities across the enterprise. Join us at the NexGen Finance Transformation Summit in San Francisco and explore what is shaping the next phase of finance. Gain insights into AI-powered forecasting, agentic AI, autonomous finance workflows, intelligent close, finance data transformation, working capital intelligence, and AI governance from leaders driving transformation today.

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Event Date

To Be Announced

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Timings

09:00 AM ET

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Venue

San Francisco, California, USA

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Location

To Be Announced

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Guests

12+ Fintech Experts Accompanied by Delegates from Across the Globe

Future of Finance 2027 Event

About The Event

The NexGen Finance Transformation Summit USA brings together finance leaders navigating the shift from traditional automation to AI-driven finance. Explore how organisations are scaling AI agents, modernising finance data, accelerating forecasting and close processes, improving cash and working capital visibility, and building governance around increasingly autonomous systems. Through expert-led sessions, real-world case studies, and peer discussions, discover how US finance teams are turning technology investments into measurable operational and strategic impact.

Digital Finance Transformation

Why Attend?

Discover What’s Moving Finance From AI Experimentation to Execution!

The NexGen Finance Transformation Summit USA brings together finance leaders to explore the technologies, operating models, and priorities shaping finance transformation in 2026.

Here’s why you should be a part of this transformative gathering:

  • Discover how finance teams are moving AI from experimentation into production across forecasting, reporting, reconciliation, close, and financial analysis.
  • Explore how agentic AI is being integrated into finance workflows to execute multi-step tasks while maintaining human oversight and controls.
  • Learn how CFOs are measuring AI ROI and identifying finance use cases that deliver measurable productivity, cost, and business outcomes.
  • Explore real-time profitability and continuous forecasting models that give finance teams faster visibility into performance and emerging risks.
  • Understand how AI-powered scenario planning is helping finance leaders respond to changing markets, customer behaviour, costs, and business conditions.
  • Discover how intelligent automation is accelerating the financial close, reconciliations, reporting, and other high-volume finance processes.
  • Learn how finance leaders are improving data quality, accessibility, and governance to create a reliable foundation for AI.
  • Explore how finance and technology leaders are redesigning operating models around AI-enabled teams, automation, and new digital skills.
  • Understand how CFOs are balancing AI investment with infrastructure costs, cybersecurity, compliance, and enterprise risk.
  • Examine how AI is transforming cash management, working capital, liquidity planning, and financial decision-making.
  • Gain insights into AI governance, auditability, model risk, explainability, and human-in-the-loop controls as autonomous finance grows.
  • Connect with finance executives and peers to exchange real-world implementation experiences, challenges, lessons learned, and strategies for scaling transformation.

Seize the Opportunity!

Come join us in San Francisco on To Be Announced 2027, for a transformational experience.

Who Should ATTEND?

The NexGen Finance & Accounting Summit is a must-attend event for professionals driving innovation in finance and digital transformation. Whether you are a finance leader shaping the future of your organization or a tech expert revolutionizing financial processes, this summit will equip you with the knowledge, tools, and network to stay ahead. This exclusive Digital Finance Summit for CFOs and others brings together key decision-makers and industry pioneers, including CXOs, VPs, Directors, Heads, and Managers from:
Finance Transformation Summit
  • Finance Transformation
  • Digital Finance
  • Finance Automation
  • Financial Planning & Analysis
  • Finance Data & Analytics
  • AI & Intelligent Automation
  • Agentic AI & Autonomous Finance
  • Financial Reporting & Controllership
  • Finance Technology & ERP
  • Treasury & Cash Management
  • Working Capital Management
  • Financial Operations
  • Accounts Payable & Receivable
  • Record-to-Report
  • Procure-to-Pay
  • Order-to-Cash
  • Finance Process Excellence
  • Risk, Controls & Compliance
  • AI Governance & Model Risk
  • Finance Data Governance
  • Corporate Performance Management
  • CFO Office & Finance Strategy
  • Finance Innovation & Emerging Technology

Industry

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Banking

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Insurance

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Financial Services

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FinTech

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Technology & Software

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Retail & E-commerce

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Manufacturing

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Automotive

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Healthcare & Life Sciences

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Pharmaceuticals

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Telecommunications

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Energy & Utilities

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Professional & Business Services

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Logistics & Transportation

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Real Estate

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Consumer Goods

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Media & Entertainment

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Travel & Hospitality

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Aerospace & Defense

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Government & Public Sector

Topics We Cover

  • AI Moving From Pilot to Production in Finance
  • Agentic AI & Autonomous Finance
  • Multi-Agent Finance Workflows
  • AI-Powered Financial Forecasting
  • Real-Time Profitability & Performance
  • Continuous Forecasting & Scenario Planning
  • Generative AI for Finance
  • Intelligent Financial Close & Reconciliation
  • AI-Powered Accounts Payable & Receivable
  • Finance Process Automation
  • Cash & Working Capital Intelligence
  • Finance Data Quality & Governance
  • AI ROI & Finance Transformation Value
  • Cloud Finance & ERP Modernisation
  • AI Infrastructure & Finance Technology Costs
  • AI Governance, Risk & Controls
  • Financial Data Security & Cyber Risk
  • Predictive Analytics & Decision Intelligence
  • Digital Finance Operating Models
  • Finance Talent, Skills & Workforce Transformation
  • CFO Strategy in the AI Era
  • Scaling AI Across the Enterprise

20+

Industry-leading Speakers

150+

Attendees

15+

Knowledge Sessions

5+

International Sponsors

Speakers at our NexGen Finance Transformation Summit San Francisco

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Deputy Director, Internal Controls

Prajakta Vaidya

Global Foundries

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CFO

Cathleen Nilsson

Xsolla

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VP Finance Transformation

Meera Raman

Amplify

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Director of FP&A and Treasury

Mariya Guttoh

PayJoy

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Director of Finance

Rob Stevenson

California Water Service Group

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VP, Chief Accounting Officer and Interim co-CFO

Kate Mikolenko

inDrive

Past Sponsors

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Speak at Our Digital Finance Transformation Summit

Join us as a speaker at the NexGen Finance Transformation Summit and share your insights on cutting-edge topics like Financial Technology, Robotic Process Automation, Blockchain and Smart Contract.

Engage with industry pioneers and influence the next generation finance transformation technology. This is your chance to showcase your expertise, inspire innovation, and connect with a vibrant community of banking and finance professionals.

Let's shape nexgen finance transformation together!

Exclusive 1 on 1 Meetings

Get unparalleled access to top finance executives, decision-makers, and fintech innovators through pre-arranged, high-value meetings at this Future of Finance 2027 event. Whether you're looking to showcase your cutting-edge solutions, explore potential partnerships, or secure strategic deals, these personalized sessions provide the perfect setting to make every conversation count.

Digital Finance Summit For CFOs

Engaging Roundtable Discussions

Finance and technology are evolving at a rapid pace. To stay competitive, it’s essential to engage in forward-thinking discussions with industry leaders who are shaping the future. The interactive roundtable discussions at our AI in Finance summit provide an exclusive opportunity to exchange ideas, tackle pressing challenges, and gain insights from experts.

Here’s what’s on the agenda:

  • Understand how artificial intelligence is revolutionizing financial decision-making, automation, and risk management.
  • Learn how robotic process automation (RPA) can eliminate inefficiencies, cut costs, and enhance financial operations.
  • Discover the latest cybersecurity innovations to protect financial data and prevent fraud in a digital-first world.
Round Table Discussion

Registration Packages

Reserve Your Spot to Lead the NexGen Finance Revolution!

$499

In-Person Delegate Pass

  • In person Conference Attendance
  • 2 Theaters of Content
  • Panel Discussion & Live Q & A
  • Network with colleagues, partners, tech giants and start-ups
  • Snacks, Coffee/tea, Lunches
  • After-hours Networking Drinks Reception.
Register Now!

$999

In-Person Solution Provider Pass

  • In person Conference Attendance
  • 2 Theaters of Content
  • Panel Discussion & Live Q & A
  • Network with colleagues, partners, tech giants and start-ups
  • Snacks, Coffee/tea, Lunches
  • After hours Networking Drinks Reception
Register Now!

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