AI in the Finance Function: What's Actually Working

A small breakfast roundtable for finance leaders on what AI is actually improving in the finance function, what is not delivering, and what is worth doing next. There is a lot of pressure to have an answer on AI right now, but the market is noisy, the tools are mixed, and the honest conversation is rarely happening in public. This is a curated, off-the-record discussion for 8 to 10 finance leaders at fast-growing small and mid-sized companies. We will explore where AI is saving real time, where adoption is getting stuck, what is still overhyped, and where finance teams should focus next. Expect a practical peer conversation over breakfast - not a panel, not a pitch, and not the LinkedIn version of AI. Running order 8:30am - 9:00amArrivals, coffee and breakfast served 9:00am - 9:15amWelcome, introductions and framing 9:15am - 10:30amRoundtable discussion: what is actually working with AI in finance? 10:30am - 11:00amInformal conversation over coffee Your hosts Juvern See trained at KPMG and has spent a decade inside finance and operations at high-growth companies, including scaling the finance function at Dext and building a multi-entity accounting platform at Translucent. She co-founded RORA, a fractional finance consultancy, and is now building in the finance automation space. Huw Walters is the Founder of Experimental Technology, where he has spent the past year working hands-on with small and mid-sized businesses putting AI at the centre of their operations. He has worked in AI since 2018, including as a Staff AI Product Manager at Meta and as Head of Product at an AI start-up acquired by TikTok.