Event

Beyond the Forecast: AI and the Future of Finance

Name: NYC Dinner | Board
Start: 2026-10-13T18:00:00-04:00
End: 2026-10-13T21:00:00-04:00
Location: New York City

BOARD PRESENTS an Exclusive Invite-Only Dinner
Featuring guest speaker Glenn Hopper, founder of RoboCFO

Union Square Cafe | Park & Irving Room 101 East 19th Street, NYC, NY

13 Oct

2026

6:00 PM

Request an Invitation

Join Board and a select group of CFOs and senior finance leaders, including attendees from MLB Network, Jefferies, and others, for an invitation-only dinner exploring how to move AI from experimentation to measurable business impact.

Hear from finance and AI strategist Glenn Hopper, followed by an interactive executive roundtable led by David Marmer, Chief Product Officer at Board, on what it takes to fund, govern, and scale AI—and build a more continuous, intelligent finance organization.

Space is intentionally limited to support candid, executive-level conversation

Evening Agenda

Welcome and Networking Reception
Connect with fellow finance leaders over cocktails and hors d’oeuvres.

Featured Keynote
From Pilot to Line Item: What AI Agents Actually Do in Finance—and How to Budget for Them – Presented by Glenn Hopper

Seated Dinner and Executive Roundtable
From Periodic Planning to Continuous Decisions: The Finance AI Maturity Curve – Led by David Marmer

Closing Reflections and Continued Conversation

Detailed timings will be shared with confirmed attendees.

Request an Invitation

Featured Keynote

From Pilot to Line Item: What AI Agents Actually Do in Finance—and How to Budget for Them

AI pilots are easy to launch. Turning them into governed, measurable investments that hold up in real finance workflows is hard. Glenn will explore how to cut through the AI hype to show what agents can realistically deliver—and how to build the business case for moving them into production.

Separate hype from impact: Discuss where AI agents are delivering value across variance analysis, reconciliation, forecasting, and planning—and where human judgment remains essential.
Build governance in from the start: Understand what finance leaders and auditors need to see as AI becomes part of critical workflows.
Make the investment case: Learn how to establish a baseline, measure business outcomes, and determine which AI initiatives to scale—or stop.

Featured Speakers

Glenn Hopper

Finance Strategist, AI Researcher, Author, and Educator

Glenn Hopper is a multi‑time CFO and finance‑technology strategist who built RoboCFO.ai as a brand of G3 Consulting. He has led finance functions, oversaw corporate finance transformations, and advised CFOs, FP&A leaders, and private‑equity‑backed finance teams on deploying AI to improve efficiency, analytics, and governance. His work focuses on moving finance organizations from manual processes to intelligent, automated systems, with a strong emphasis on governance, audit compliance, and measurable ROI. Hopper holds an MBA from Regis University and a master’s in finance from Harvard University, along with a graduate certificate in business analytics.

Glenn is the author of Deep Finance: Corporate Finance in the Information Age, AI Mastery for Finance Professionals, and The AI-Ready CFO. He also teaches AI and finance through organizations including Duke University’s Fuqua School of Business, Corporate Finance Institute, AICPA, and LinkedIn Learning.

David Marmer

Chief Product Officer, Board

David Marmer leads product strategy, management, and design at Board. He brings more than three decades of product-management experience spanning enterprise analytics, FP&A, performance management, data and AI, IoT, customer insight, and governance, risk, and compliance.

Before joining Board in 2024, David held senior product leadership positions at organizations including Cognos and IBM, where he helped shape and scale enterprise analytics and planning portfolios.

What you will take away

You will leave the evening with:
• A clearer view of what AI agents can realistically do in finance today
• A framework for prioritizing, funding, and defending AI investments
• Peer perspectives on governance, organizational readiness, and adoption
• Practical ideas for moving from periodic planning toward continuous decision intelligence
• New relationships with finance leaders shaping the next generation of the function

Who should attend

This invitation-only dinner is designed for:
• CFOs and senior finance executives
• SVPs and VPs of Finance
• FP&A, corporate performance management, and finance transformation leaders
• Executives responsible for enterprise planning and AI strategy
• Finance leaders evaluating the next stage of their organization’s transformation