
AI in the Office of the CFO:
Myths and reality - real life use cases
June 25 2025 | 12h-20h
AWS Office Zurich

As the corporate landscape continually evolves, the ability to adeptly navigate the meaning of AI in the Office of the CFO becomes a defining skill for Finance Executives, Financial Controllers as well as top executives in your organization. The Executive Finance Summit 2025 is your exclusive gateway to mastering this critical competence.
AI-Ready Due Diligence
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Join us to explore how digital tools and AI are reshaping the Due Diligence process. Learn how forward-thinking finance teams and private equity firms leverage data-driven insights, automated assessments, and scenario analysis to accelerate decision-making and improve transaction outcomes. This session will equip you with strategies to build readiness not just for the deal — but for the transformation that follows.
Performance Intelligence in Financial Steering, Planning and Reporting
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Today’s planning and reporting frameworks must do more than track performance — they must anticipate it. Discover how AI and advanced analytics are enabling CFOs to create agile steering models, dynamic forecasts, and scenario simulations that adapt in real time. Whether preparing for growth or navigating acquisitions, this session reveals how to evolve your operating model with AI at the core.
Customer case-study: Transforming financial decision-making
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See how top finance organizations have applied AI to drive tangible value. These case studies go beyond theory, showing how digital agents, machine learning, and smart automation help analysts focus on what matters most. Learn how these tools are already being used to improve financial signal detection, materiality analysis, and business performance in complex, fast-moving environments.

Systems and technology:
Enablers of AI-Powered finance
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Explore how technology stacks are evolving to support AI-first finance functions. From integrated planning platforms to embedded AI agents, discover how system innovation is driving real outcomes in planning, reporting, and performance management. Through concrete examples, see how the right infrastructure accelerates insight and turns finance into a strategic advantage.
Cultural change and the AI shift in performance management
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As finance teams adopt AI tools, culture becomes a key driver of success. This session draws from case studies to show how organizations are adapting roles, workflows, and mindsets. Understand what it takes to lead change — from building trust in machine-generated insights to rethinking the role of the business analyst. Learn what works (and what doesn’t) in finance transformations driven by AI.
Tailored Content
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The Executive Finance Summit is built for senior finance and private equity leaders navigating the shift to intelligent finance. With real-world use cases, research-backed insights, and hands-on tools, the sessions are tailored to those leading performance, transformation, and value creation in the age of AI.
Conveniently close
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This year, the Executive Finance Summit takes place at the AWS office in Zurich — a modern space that reflects the event’s forward-looking focus. Surrounded by peers and industry leaders, you'll explore the intersection of finance and technology in an environment designed to inspire collaboration, insight, and transformation.
Moderated by Florian Inhauser (SRF).
Speakers include Jana Moser (Horváth) Daniele Tedesco (Apliqo), Patric Roth (Eight Advisory).
Register your interest
June 25 2025
AWS Office Zurich
Augustinergasse 24
8001 Zürich
Switzerland
Event attendance fee
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800.-
Please note that this is an exclusive, high-level gathering designed specifically for CFOs, Financial Controllers, and senior executives in the office of finance.
In our commitment to maintaining the highest quality and relevance of the event, please be aware of the following:
Registration Scrutiny
Each registration application will undergo a thorough review process. This is to ensure that our attendees are well-aligned with the event's objectives and content, fostering an environment of peer-level engagement and industry-specific dialogue.
Selection Criteria
Approval of registration will be based on several criteria, including but not limited to professional position, experience in the field of finance and mergers & acquisitions, and potential contribution to the discussions and network.
Cancellation Policy
In the event of over-subscription or unforeseen circumstances, the organizers reserve the right to decline registrations or cancel previously confirmed spots, with due notice and explanation provided.
Confirmation of Participation
Please understand that submitting a registration form does not automatically guarantee a spot at the event. You will receive a confirmation email once your registration has been reviewed and approved.
Limited Seats Available
Due to the exclusive nature of this event, we have a limited number of spots available. Registrations will be accepted on a first-come, first-served basis, subject to the aforementioned scrutiny and approval process.
Privacy Assurance
All personal information provided during the registration process will be handled with the utmost confidentiality and will be used solely for the purpose of event organization and communication.