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About this event
The banking industry is entering a new era of finance. Connect with senior banking leaders, including CFOs, CAOs, CIO/CTOs, and finance transformation leaders for an exclusive evening of high-impact dialogue - followed by cocktails. Senior leaders from KPMG and Aptitude Software will share sharp, practical insights on using AI, data, and automation to build a distinct competitive edge in the modern world of banking.
Discussion topics
Navigating finance disruption:
Elevating finance from a reporting engine to a strategic driver of market leadership.Technical accounting & data products:
Moving to a modern sub-ledger strategy that treats finance data as high-value, real-time products.AI as the new operating system:
Establishing auditable, scalable AI as the core operating layer of modern finance.An AI reality check:
Why ambitious AI initiatives fail — and the foundational moves required to make them succeed.The future banking workforce:
Defining tomorrow's roles and equipping talent to lead in a highly automated environment.
Agenda:
Time | Sessions |
4:30 p.m – 5:00 p.m. | Registration and arrivals |
5:00 p.m – 6:15 p.m. | Executive forum |
6:15 p.m – 8:00 p.m. | Cocktail reception |
Event details
Location
KPMG Office
Two Manhattan West
375 9th Avenue, New York, NY 10001
Format
Executive forum + cocktail reception
Seats are limited
Audience
CFOs, CAOs, CIO/CTOs in Banking
Finance transformation leaders
Attire
Business casual
Evening reception format
Eligible for approximately 1 CPE credit
CPE information listed:
Continuing Professional Education
Program Description:
The future of finance is not approaching – it is already here. Banking organizations face a defining moment as AI, data, and automation are no longer emerging forces but are actively reshaping competitive advantage. This exclusive executive forum, "Conquering the New Finance Frontier," is an evening of high-impact dialogue and peer exchange. The session opens with a thought leadership presentation and panel discussion where senior leaders from KPMG and Aptitude Software will deliver sharp, practical insight on how to position your organization at the forefront of this transformation.
Learning Objectives:
By the end of this program, participants will be able to:
Gain insights into navigating the finance function through the current age of disruption.
Understand the future of technical accounting and data products, focusing on the strategic shift from fragmented legacy reporting to modern sub-ledger architectures.
Explore opportunities and thought leadership around establishing AI as the new operating system for the modern finance function.
Recognize the challenges of AI adoption, including why ambitious initiatives fail and the critical foundational moves required for success.
Gain perspectives on empowering the future finance workforce, defining tomorrow’s roles, and equipping talent to lead in a highly automated environment.
Program Specifications
Estimated CPE credit: This program is worth approximately 1 CPE credit.
NASBA Delivery Method: Group-Live
Target Audience: CFOs/CIOs
Field(s) of Study: Accounting
Prerequisites: There are no prerequisite requirements for this course.
Advance Preparation: There are no advanced preparation requirements for this course.
Program Knowledge Level: Basic
Policies & Questions
Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.
Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code VQN2PNMC3V8.
Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season, please expect delays in CPE processing.
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