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TCG CFO Roundtable Invite only Past event

AI in Finance: What's Real, What's Next

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

When Thursday, 10 July 2025 · 7:30am–10:00am
Where Landmark Rooms, London

This event has taken place. See upcoming events →

CFOs are under growing pressure to get AI right often with limited clarity, high expectations, and no guide or playbook to follow. While AI dominates the boardroom agenda, very few finance teams have implemented it effectively, and many are struggling with ROI justification, cultural resistance, and operational expertise in deployment.

This roundtable is a chance to cut through the noise of AI in Finance. Led by Peter Beard, one of the few experts who's actively implemented AI in finance teams, the session brings together 10–12 CFOs for an honest, peer-led discussion about what's working and what's not.

Agenda

What to expect on the day.

  1. What's actually working in AI for finance teams today
  2. Build or Buy? Making the right decision: what other CFOs are doing
  3. Assess where your team stands today — readiness and maturity
  4. Mapping a GenAI rollout that actually works
  5. Plan for long-term impact and ROI, not just hype
  6. Practical use-cases, examples and peer discussion

Who this is for

10–12 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
Charlie Griffiths

Charlie Griffiths

Consumer Finance , SME through FTSE permanent search

A decade appointing senior finance into TMT, retail and consumer. Finance Directors, Commercial Finance, FP&A and Controllers — across fast-growing SMEs and FTSE businesses.

TMTConsumer & RetailFinance DirectorFP&ACommercial Finance
LinkedIn ↗
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 ↗