Microsoft Agentic AI is Transforming Finance

The CFO Imperative: Leading Transformation in the Age of Agentic AI

As AI, automation and data-driven decision-making reshape the enterprise, CFOs are no longer just financial stewards - they are becoming strategic drives of innovation, governance and growth.

This roundtable brings together a select group of CFOs and senior finance leaders to explore how agentic AI is transforming finance functions - from forecasting and treasury to compliance and risk. We'll discuss the shift in the CFOs mandate, share real-world AI use cases, and uncover practical strategies for creating value and resilience in a rapidly evolving digital economy.

We have an amazing panel joining the session from Microsoft: 

Tyler Pichach

Tyler Pichach is the Global Head of AI Strategy and GTM for Payments and Banking. He and his team lead the development and execution of Microsoft’s multi-year growth and compete AI strategies across the financial services industry to support its banking and payments customers in their digital transformation journeys.

Cory Hrncirik

Cory Hrncirik is the Senior Director of Finance at Microsoft, working within the Office of the CFO in Redmond, Washington. Cory leads the Modern Finance initiative, which focuses on transforming Microsoft’s finance organization through strategic applications of AI, automation, and data-driven decision-making.

What We'll Explore:

This 90-minute peer discussion will focus on high-impact, real-world challenges and innovations, including:

• What business priorities are finance organizations focusing on over the next 6-12 months, and what common obstacles are emerging?
• How are finance teams progressing in their AI adoption journey - from initial exploration or broader implementation?
• Which AI and automation use cases have demonstrated measurable value, and which have presented significant challenges?
• In what ways are core finance functions - such as forecasting, cash flow management, and compliance - being reimagined through AI?
• What barriers continue to limit AI adoption in finance, including data quality, talent availability, organizational readiness, or regulatory complexity?

This is confidential, invite-only forum designed to foster candid conversation among finance executives navigating similar challenges. No slides. No sales. Just real talk with real peers.

Reserve Your Spot Below

Limited seats available to ensure a focused, high-value discussion.