Register for FEI Q2 Private Company Roundtable Hosted by Forvis Mazars
June 23, 2026 | 11:30am-1:00pm ET
Artificial intelligence (AI) and automation continue to reshape the finance function, but many private companies are still determining where these technologies can deliver measurable value and how to implement them effectively within existing operations.
This 90-minute private company roundtable is designed for CFOs, controllers, chief accounting officers, and other senior-level financial leaders seeking practical insights into AI and automation across the finance organization. The session will begin with a panel discussion featuring Forvis Mazars professionals sharing perspectives on emerging trends, implementation considerations, governance challenges, and real-world applications for finance teams.
Following the discussion, participants will engage in moderated peer roundtable conversations focused on identifying, evaluating, and exchanging practical use cases for AI and automation. Topics may include financial reporting, forecasting, workflow automation, operational efficiency, internal controls, and risk management.
Attendees can expect a highly interactive session centered on peer learning, candid discussion, and actionable takeaways to help finance organizations prioritize opportunities, evaluate potential risks and returns, and better understand how peers are approaching AI adoption.
Learning Objectives:
- Discover how finance teams at private companies are using AI and automation - what's working and what isn't'
- Hear real examples of where organizations like yours are finding value and running into obstacles
- Connect and share ideas with finance leaders from similarly sized companies
- Leave with a summary of key themes and takeaways from the group discussion
This webinar is eligible for 1.5 CPE credit.