A finance leader’s guide to what’s real, what’s hype, and what’s coming next
Every vendor claims an AI strategy. Few can explain what it actually means for the close, what guardrails matter, or where it’s headed next.
In this session, Danielle Roberts, who leads AI strategy across Trintech’s product portfolio, gives an honest, practitioner’s view of where AI in the financial close stands today — the philosophy, the open questions, and a practical framework for evaluating AI investment, brought to life with a look at Trintech’s own AI agents. This session is ideal for CFOs, CAOs, controllers, FP&A, and accounting teams.
Attendees will learn:
- What governance and human oversight should look like in AI-assisted finance
- What AI in record-to-report looks like today — and what’s coming next
- A framework for prioritizing where to start with AI investment
Speakers: Danielle Roberts, Bailly Coons
When: Friday, October 23, 2026
9:00 am PT | 11:00 am CT | 12:00 pm ET
Reserve Your Seat Today – Space is limited.
Can’t join us live? Register anyway and we’ll send you the on-demand recording so you don’t miss these insights.