Enterprises are moving quickly to embed AI and agents across product, service, and finance workflows. That speed creates new risks and operational friction: fragmented metadata and ownership slow development, unclear governance makes autonomous agents legally and ethically risky, and AI investment does not automatically translate into measurable financial returns. The stakes are high. Boards expect both innovation and defensible controls, and technology leaders — alongside their CFO counterparts — must reconcile speed with safety and accountability.
Leading organizations treat these problems as engineering challenges rather than one-off governance checklists. They create a live context layer that connects lineage, ownership, and access policy to the developer experience, so teams can discover and trust data and APIs without long handoffs. They define clear autonomy frameworks for AI agents handling customer interactions — specifying what to automate, where humans must intervene, and how every agent decision is logged and explainable. And they instrument AI-driven financial workflows to demonstrate tangible impact on cash conversion, receivables, and revenue acceleration — giving the CFO an auditable line from AI spend to business outcome. Join AWS and its technology partners to compare architectures, governance patterns, and operating models, and to leave with pragmatic approaches you can trial in the next quarter.
Discussion Topics
Designing a live data and developer experience layer that connects lineage, ownership, and access controls to the tools teams use every day so models and agents operate on trustworthy context.
Deploying AI agents across customer interactions at scale — balancing automation, service quality, and brand trust while turning every conversation into an insight that improves the next one.
Linking AI to commercial outcomes: how to instrument finance workflows, attribute revenue or cashflow improvements to AI, and align programs with finance and compliance requirements.
About our Partners
About AWS - Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud offering, with more than 200 fully featured services available from data centers globally. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—are using AWS to lower costs, increase security, become more agile, and innovate faster.
About Atlan - Atlan is the data and AI governance platform that helps enterprises make their data trustworthy, discoverable, and AI-ready. Founded in 2019 by Prukalpa Sankar and Varun Banka, Atlan pioneered the category of active metadata management — treating an organization's metadata not as a static index, but as a live layer that powers search, automation, and governance across every tool a data team uses.
Today, Atlan works as a control plane that connects an organization's disparate data infrastructure, cataloging data assets and enriching them with business context, lineage, and security policy. That foundation lets enterprises confidently extend access to AI agents and copilots without sacrificing governance. More than 400 enterprises rely on Atlan, including Cisco, Unilever, Nasdaq, HubSpot, Fox, and General Motors.
Headquartered in San Francisco with a global team, Atlan has raised more than $206 million from investors including Insight Partners and Salesforce Ventures, reaching a $750 million valuation after its 2024 Series C round. The company continues to expand its platform to meet the governance demands of the AI era, positioning itself as the trusted context layer between enterprise data and the humans and AI systems that depend on it.
About ObserveAI - Observe.AI is the leading AI agent platform for customer experience. It enables enterprises to deploy AI agents that automate customer interactions, delivering natural conversations for customers with predictable outcomes for the business.
Observe.AI combines advanced speech understanding, workflow automation, and enterprise-grade governance to execute end-to-end workflows with AI agents. It also enables teams to guide and augment human agents with AI copilots, and analyze 100% of human and AI interactions for insights, coaching, and quality management.
Companies like DoorDash, Affordable Care, Signify Health, and Verida use Observe.AI to transform customer experiences every day by accelerating service speed, increasing operational efficiency, and strengthening customer loyalty across every channel.
About Highradius - HighRadius is the global leader in Autonomous Software for the Office of the CFO. Powered by a single enterprise-grade Agentic AI platform with 190+ specialized AI agents, HighRadius orchestrates end-to-end financial operations across Order-to-Cash, Accounts Payable, Treasury, B2B Payments, Close & Reconciliation, and Consolidation & Reporting. Headquartered in Houston, Texas, HighRadius serves over 1,500 enterprise and mid-sized organizations globally, processing trillions in business transactions annually. By seamlessly integrating with major enterprise systems, HighRadius transforms manual financial workflows into predictable, data-driven revenue engines that scale operational capacity and build long-term enterprise value.
Event Agenda
6:30pm - 6:55pm
Arrivals, welcome drinks, and networking
6:55pm - 7:00pm
Event welcome and introductions
7:00pm - 7:30pm
Guest Speaker
7:30pm - 9:15pm
Table discussion and three-course dinner
9:15pm - 9:30pm
Event Wrap Up
Why Attend
Experience shared learning
Meet industry leading like-minded executives tackling similar initiatives.
Benchmark with your industry peers
Discover and network to gain expertise and experience on how to best act and succeed.
Accelerate your projects
Accelerate in-depth face time with the world's leading tech companies pushing the boundaries to solve your challenges.
An engaged experience
An expert host facilitates conversations, with live polling, Q&As, and gamification to ensure focused conversation.
Discover next-level ideas
Ensure project success with access to industry experts and cutting edge thought leadership.
De-risk new projects
Gain a range of insights from peers and technical experts who are current with emerging business trends.