The Future of Finance & AI: Drinks & Discussion

Join us at Planful’s San Francisco HQ for an interactive evening exploring how AI is reshaping the future of finance and accounting.

We’ll unpack the real-world impact of AI and what that means for forward-thinking finance leaders.

Whether you’re experimenting with AI or scaling it across your organization, this is your chance to share insights, hear what others are doing, and learn together over great food and even better conversation.

Featured Sessions & Speakers

• AI Labs Live –Planful’s Chief Technology Officer, Sanjay Vyas, will offer an inside look at the evolving landscape of AI innovation — exploring the complexity of AI in finance, key risks, safeguards, and what’s on the horizon.
• The CFO Perspective on AI -Natalie Quan, CFO of CalCPA, joins Dan Fletcher, CFO of Planful, for a candid conversation on how finance leaders are integrating AI, setting expectations, and driving real business value.

What to Expect for the night:

• Thoughtful discussion on the evolving role of AI in finance and accounting
• Elevated hors d’oeuvres, curated small plates, and an open bar
• A look at Planful’s AI vision — and how it’s being delivered today

📅 Date: Thursday, October 16th 2025

🕕 Time: 5:00–7:00 PM

📍 Location: Planful HQ – 150 Spear St, Suite 1850, San Francisco

✅ Cost: Free

Seats are limited — reserve your spot to join the conversation shaping the future of finance.