Members Meeting: Boston

In-Person Meeting

June 18, 2:00-6:00PM

View Boston, 800 Boylston Street 50th Floor

Expand your network of CFOs and COOs and learn practical strategies for implementing AI, automation, and talent integration.

Through focused roundtable discussions and networking, participants will explore how to:

• Define AI literacy for your finance teams
• Automate financial reporting, forecasting, and compliance
• Benchmark AI portfolio monitoring and performance

Speakers:

• Sarath Akkineni, Director, Front Office Technology & Innovation & Global Production Support, Advent International
• Tina St. Pierre, Partner, Chief Operating Officer, Secondaries, Ares Management
• Nina Baryski, Managing Director, Funds CFO, Benefit Street Partners  
• Michael Benezra, Managing Partner & Founder, Erez Capital
• Zack Waldman, Venture Partner, Erez Capital
• Adam Bruce, Partner & CFO, Flare Capital

Sponsor:

Fill out the form to request a seat

Schedule:

2:00 – 2:30 PM | Registration & Welcome
2:30 – 2:45 PM | Introductions at Tables
2:45 – 3:25 PM | First Discussion
3:25 – 4:05 PM | Second Discussion
4:05 – 4:15 PM | Break
4:15 – 4:55 PM | Third Discussion
4:55 – 5:00 PM | Wrap Up
5:00 – 5:30 PM | Networking Drinks

Up to 3 CPE credits available.

Please note: space is limited, and registering your interest does not guarantee a seat.