Beyond Hype: Automation and AI in the Finance Stack
Hosted by The NYT CFO
Register with organizer
What to look forward to
Finance leaders will compare real-world AI and automation results, build-versus-buy decisions, and implementation lessons to help guide their next investment. The panel will feature Christina Ross, CEO of Cube; George Wells, CEO of Wells Group; and Harley Pasternak, CEO of Streamlined Financial Processes.
Inside the event
What Should You Automate Next, and Should You Build or Buy?
Join finance leaders actively implementing AI, automation, and AI agents across the finance stack to hear what they chose, what delivered value, and what they would do differently.
Then compare notes with peers facing similar decisions.
We’ll discuss
- Where teams are seeing measurable returns, and not
- How they make build-versus-buy decisions
- How to implement solutions, including pitfalls and lessons
Leave with practical criteria to evaluate your next investment in finance automation.
The event will be held in Midtown Manhattan. The address will be shared once registration is confirmed.
Panelists:
Christina Ross, Founder & CEO of Cube
George Wells, Founder & CEO of Wells Group
Harley Pasternak, Founder & CEO of Streamlined Financial Processes
Schedule:
6:00–6:20 PM: Welcome networking
6:20–7:00 PM: Panel conversation featuring prepared questions followed by audience Q&A
7:00–8:00 PM Continued networking around topics
Refreshments and light food will be available.
Sponsors:
Monk is an AI-native accounts receivable (AR) automation platform designed to streamline the entire invoice-to-cash lifecycle for B2B companies.
IOmergent helps dynamic commercial organizations to design, build, and operate strategy-aligned, AI-ready security programs.
We reduce cyber risk and support business objectives with advisory consulting, fractional retainers and innovative managed security services.
Organizers:
Build Scale Grow provides fractional leadership that helps you grow faster, spend less, and avoid costly mistakes.
We turn goals into priorities, solve problems proactively, and establish systems so you can stay focused on growth.
Founded in 2016, the New York Tech CFO Group is a free community where high-growth finance leaders share practical strategies for planning, operations, and technology.
We host regular in-person gatherings from casual happy hours and breakfasts to educational and networking events.
New York, New York
Venue listed by the organizer · New York, NY. Confirm the final address before traveling.
Open in Google Maps ↗Discovered through Cerebral Valley. Details come from the event listing and the organizer page; registration is managed by the organizer.
Last checked: Oct 18, 2026. Confirm current availability before making plans.
Organizer page checked: Oct 18, 2026. Check registration for the latest details.