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Monthly City Events

CFO Roundtables & Events

Join exclusive monthly roundtables in major cities. Earn CPE credits. Network with peers. See AI-powered accounting automation live.

1.5 CPE Credits per Event
30 Attendees Max
In-Person & Virtual Options
Featured Event

CFO Roundtable: New York

New YorkJune 18, 20261.5 CPE Credits

AI-Driven Month-End Close: From 10 Days to 2

The Yale Club, 50 Vanderbilt Ave

Agenda

  • 1
    Welcome & CPE Overview (30 min)
  • 2
    Panel: Real Results from 3 CFOs (45 min)
  • 3
    Live Demo: Month-End Automation in Action (30 min)
  • 4
    Networking Reception (30 min)

Featured Speakers

S
Sarah Chen
CFO, Meridian Tech
M
Michael Torres
Controller, Apex Manufacturing
J
Jennifer Walsh
Partner, Deloitte (Moderator)
18
Days Until Event
Seats Remaining22 / 30

Seats limited to 30 attendees

Upcoming Roundtables

Join us in cities across the country. All events offer 1.5 CPE credits.

New York

AI-Driven Month-End Close: From 10 Days to 2

June 18, 2026
The Yale Club
Seats8 / 30

Chicago

Bank Reconciliation Automation: Beyond the Basics

June 25, 2026
The Chicago Club
Seats15 / 30

San Francisco

Revenue Recognition Under ASC 606: Practical AI Solutions

July 9, 2026
The Marina District
Seats22 / 30

Dallas

Cash Flow Forecasting with Machine Learning

July 16, 2026
Hall Arts Center
SeatsWaitlist

Webinar Series

Learn from experts on the latest in AI-powered accounting

Mastering Audit-Ready Reconciliation

June 24, 202660 min

Learn how leading firms are achieving 98% STP rates on bank reconciliations while maintaining audit trails and SOX compliance.

11:00 AM PT

The Future of Accounting: AI Agents in Action

July 2, 202645 min

See live demonstrations of AI agents handling multi-step accounting workflows including accruals, intercompany eliminations, and flux analysis.

11:00 AM PT

CFO Roundtable: Scaling Finance Teams with AI

July 15, 202690 min

An exclusive panel discussion with 3 CFOs sharing real-world results from implementing AI automation across their month-end and reporting processes.

11:00 AM PT
On Demand

Past Events

Q2 CFO Roundtable: Houston

April 22, 2026RoundtableHouston, TX2,340 views

Webinar: AP Automation Deep Dive

May 6, 2026WebinarVirtual1,890 views

AICPA Preview: What CFOs Need to Know

May 14, 2026WebinarVirtual3,120 views

Industry Conference Schedule

Meet us at these upcoming industry events

EventLocationDateRegister
AICPA CFO ConferenceLas Vegas, NVJune 22-24, 2026
Intuit WorkplaceSan Diego, CAJuly 14-16, 2026
Xero Developer ConferenceAustin, TXSeptember 9-11, 2026
American Accounting AssociationChicago, ILAugust 3-5, 2026

Host a CFO Roundtable

Partner with FinAdvantage to host an exclusive CFO roundtable in your city. We provide world-class content, speakers, and CPE administration. You provide the venue and local network.

Co-branded invitations
CPE credits provided
Lead generation included

Frequently Asked Questions

Everything you need to know about our events

Ready to Join the Next Roundtable?

Network with finance leaders, earn CPE credits, and see how AI is transforming accounting. Seats are limited.