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TCG CFO Roundtable Invite only Past event

AI in Finance: Understanding AI Agents — From Hype to Hands-On

An invite-only breakfast hosted by Peter Beard, Founder of GenFinance.AI

When Wednesday, 15 October 2025 · 7:30am–10:00am
Where Landmark Rooms, London

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CFOs are under increasing pressure to make AI deliver results. The reality: expectations are sky-high, guidance is thin, and most teams haven't moved past pilots or hype. Barriers like cultural resistance, unclear ROI, and limited operational expertise continue to stall progress.

This roundtable is designed to cut through the noise. Led by Peter Beard — one of the few practitioners with hands-on experience implementing AI in finance — the session brings together 14–16 CFOs for a candid, peer-led discussion on what AI agents really mean for finance, what's working, and what isn't.

Agenda

What to expect on the day.

  1. The GenAI Imperative: Why Now?

    Urgency, pressure to act, and the challenge of technical debt.

  2. Laying the Land: Stages of Adoption

    Human-in-the-loop, human-out-of-the-loop, and autonomy.

  3. AI Agents: Promise vs Reality

    Realistic capabilities vs hype and near-future opportunities.

  4. Live Demonstrations

    Automated invoice generation & sending; ERP navigation & data extraction; variance analysis preparation.

  5. Roundtable Discussion

    Interactive discussion covering the key choices for adoption.

  6. Summary & Takeaways

    Cheat sheet and maturity model resources introduced.

  7. Open Q&A

    Space for the questions and challenges that matter most to you.

Who this is for

14–16 CFOs

Hosts

Who's in the room.

Peter Beard

Peter Beard ACA BFP

Founder & Managing Director , GenFinance.AI

Peter is a chartered accountant and a recognised voice in finance AI, combining Big-4 audit experience with hands-on expertise in generative AI deployment. At GenFinance.AI, he leads a team focused on transforming finance and accounting teams through practical, secure, and measurable AI — from audit automation to forecasting, CPD training, and governance.

ICAEW Board MemberFellow at Perplexity AIEx-EY
Phil Dye

Phil Dye

Co-Founder & Director , Finance Executive Search

Phil co-founded The Consultancy Group and leads the firm's executive search practice at the most senior level. Two decades of relationships across the CFO and Finance Director community — appointing into FTSE-listed businesses, PE-backed companies and high-growth SMEs across Media, Technology, Consumer and Retail.

CFO SearchFinance DirectorExecutive SearchPE & FTSE
LinkedIn ↗
Henry Turner

Henry Turner

Technology Finance , High-growth Tech & Fintech

Henry's market is Tech and Fintech — where finance functions need to scale fast and the talent pool is competitive. Finance Directors, Controllers, FP&A and Commercial Finance at senior level.

Tech & FintechFinance DirectorCommercial FinanceFinance Business PartnerFP&A
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