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In Person Event

June 03, 2026 | 9:00 AM – 1:00 PM ET

From Data to Decisions:
AI for Executive Finance Leaders

An executive briefing for CFOs seeking speed, clarity, and confidence in financial decision‑making.

 

Co-hosted by

Microsoft and ProServeIT Logo

Accelerating Insight at the Speed of Finance

Today’s CFOs operate at the intersection of data, judgment, and time, expected to deliver clarity and confidence, faster than ever.

Hosted at Microsoft’s Toronto office, this in‑person Executive Briefing Session is tailor made for a select group of CFOs and senior finance leaders who want to shorten the distance between insight and action.

You’ll see how AI is reshaping financial analysis and insight, enabling leaders like you to translate data into executive‑ready narratives using Microsoft 365 Copilot and Cowork.

This is a unique opportunity to step away from the day‑to‑day to engage with peers navigating similar demands, and hear how organizations are applying AI in real finance environments.

You’ll leave with a clearer sense of how AI can streamline finance workflows, reduce manual effort and strengthen decision quality.

Event Details

Date: Wednesday, June 03, 2026

Time: 9:00AM-1:00PM ET

Venue: Microsoft Head Office, Toronto ON

Event Agenda

  • 9:00 AM – 9:30 AM | Check-in & Networking

  • 9:30 AM – 10:45 AM | Setting the Context: The AI Landscape for Finance Leaders

  • 10:45 AM – 11:00 AM | Break

  • 11:00 AM – 12:00 PM | In Action: Live Demos of Microsoft 365 Copilot and Cowork for Finance

  • 12:00 PM – 1:00 PM | Executive Roundtable & Networking Lunch

Disclaimer: By submitting this form, you acknowledge that registration does not guarantee attendance. We reserve the right to review and decline registrations to ensure a meaningful and relevant experience for all participants.

By registering, you also consent to photography and videography during the event. These images may be used for promotional and marketing purposes. If you prefer not to be photographed, please let a member of our team know upon arrival.

What You'll Experience

✓  CFO‑Focused Application

Discover how Microsoft 365 Copilot and Cowork help CFOs move beyond manual analysis, from clarifying data to surfacing what truly matters.

✓  Strategic Perspective

Gain perspective on how to approach AI today: where it’s delivering value, where caution is warranted, and how to balance innovation with control.

✓  Peer collaboration

Engage with other CFOs and senior finance leaders in a focused, peer‑level setting designed for candid discussion and shared learning.

✓  Clear Direction

Leave with a grounded understanding of where AI fits across the finance function and how it can support your role.

Industry-Specific Executive Briefing Sessions

Finance-Focused Executive Briefing

  SEPTEMBER 9, 2025  |  9 AM – 1 PM  |  Microsoft Head Office, Toronto ON

Join us for a special edition of our Executive Briefing Session, designed specifically for execs in the financial services sector.

AI is reshaping how financial institutions manage risk, meet compliance demands, enhance operational efficiency, and deliver next-level client experiences. At this finance-focused session, we’ll dive into real-world applications and use cases of AI and Microsoft 365 Copilot that speak directly to your priorities.

Register Now

Meet the Hosts

Each session is shaped by the experiences of the leaders in the room. Our hosts foster conversation and peer learning, leaving participants with fresh perspectives, practical insights, and clarity on applying AI to their role.

Sherief Ibhrahim - Microsoft Headshot

Sherief
Ibrahim

AI Business Processes - Solution Leader,
Microsoft

Jaime McMahon

Jaime
McMahon

Chief Technology Officer (CTO), 
ProServeIT

Mihae Ahn Bio Photo

Mihae
Ahn

VP of Marketing, 
ProServeIT

Corey-Reyneker-VP-Alliances-ProServeIT

Corey
Reyneker

VP of Alliances, 
ProServeIT

What Past Attendees Are Saying

Don’t just take our word for it. Hear directly from leaders who’ve joined us at past Executive Briefing Sessions. Below are a few reflections shared on LinkedIn, highlighting the value of the conversations, demos, and connections made during these events.

Gain Your AI Advantage

Join a curated group of finance leaders to learn how AI can cut through financial complexity, and deliver executive value. Your smartest move this year starts here.

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