• Capital Catalyst: CFOs Leading Private Equity Wins

    Lithos Estiatorio 405 Eisenhower Parkway, Livingston, NJ, United States

    From capital strategy to operational transformation, discover how finance leaders are becoming the catalyst behind winning private equity outcomes. In this exciting discussion among middle market CFOs, Ying Miao, CFO of Converge, will share her perspectives on how CFOs can drive growth at portfolio companies—both internally and in partnership with PE sponsors. Ying has been featured in both CFO Intelligence Magazine and on the CFOIQ podcast.

  • Earnouts: Buyers’ Favorite M&A Hedging Strategy

    Il Castello's 81 Main Street, Woodbridge, NJ, United States

    Earnouts: Buyers' Favorite M&A Hedging Strategy is a discussion led by Conrad Everhard, Esq. and Leonard Nuara, Esq., exploring how earnouts bridge valuation gaps and reduce buyer risk in M&A transactions. Topics include deal structures, negotiation strategies, accounting and legal considerations, and best practices for aligning incentives while minimizing post-closing disputes.

  • The Intelligent Enterprise: AI Agents, Autonomous Finance, and the Future of the CFO

    VENUE TBD*

    What happens when AI agents can negotiate better interest rates, optimize purchasing decisions, manage financial transactions, and make complex financial decisions faster than any human? The answer could fundamentally change the role of the CFO—and the future of corporate finance.

    AI is rapidly moving beyond analysis and recommendations toward autonomous decision-making. The potential for greater efficiency, lower costs, and improved financial performance is extraordinary. But what happens when those same efficiencies begin disrupting traditional financial institutions, reshaping markets, and introducing entirely new levels of enterprise risk?

    Just because AI can make the decision, should it?

    Join Matt Konwiser, Field CTO at IBM, and an exclusive group of enterprise CFOs for a provocative, peer-level dinner discussion exploring the opportunities, risks, and realities of an AI-driven financial future.

    Together, we'll challenge conventional thinking