Member Meeting: New York City

1:00 – 1:30 PM | Registration & opening remarks
1:30 – 3:10 PM | Peer discussions & roundtables
3:10 – 3:20 PM | Networking break
3:20 – 5:00 PM | Peer discussions & carousel

5:00 – 6:00 PM | Cocktail reception

Get the full agenda:

Unleash AI & automation across your firm

October 23, 1:00-6:00pm

45 Rockefeller Plaza, NYC

Build a powerful peer network and walk away with tangible strategies for AI integration across finance, operations, and compliance functions.

Key themes we'll explore:

• Leveraging AI while mitigating risk
• How to upskill teams for automation and data literacy
• Integrating finance systems with investor reporting and CRM

Featured speakers:

• Mike Kurlander, CFO & Partner, Adams Street Partners
• Arjun Chhabra, Principal, Churchill Asset Management
• Richa Singh, Director of Data & AI Strategy, Lexington Partners

Up to 3 CPE credits available.