Overview

Finance organizations are entering a new phase of transformation: one where automation is evolving beyond repetitive tasks into intelligent, agentic systems capable of driving decisions, orchestrating workflows across systems, and accelerating business outcomes. As organizations prepare for the future of finance, CFOs and finance leaders are under increasing pressure to modernize operations, improve agility, and deliver greater strategic value across the enterprise.

Hosted by Automation Anywhere and Argyle, this invitation-only executive roundtable convenes a select group of finance leaders to explore how leading organizations are leveraging agentic automation to transform the finance function. Through peer-led conversations and real-world examples, attendees will explore what separates organizations successfully advancing finance transformation with AI agents, how leaders are identifying use cases and building the business case for automation, and the lessons learned from real implementations delivering measurable impact.

Discussion Topics

  • What separates organizations successfully advancing finance transformation from those still evaluating automation initiatives
  • Real-world examples of finance automation delivering operational and business impact
  • Strategies for building business cases and gaining finance leadership commitment
  • Common mistakes organizations make during their automation journey, and how to avoid them
Join Us at This Event

Speakers

Ken Mertzel

Global Financial Services Leader
Automation Anywhere

Sponsored By

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