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IN-PERSON HALF-DAY EVENT • BY INVITATION ONLY

From Data to Decisions:
AI for Executive Finance Leaders

 

Finance leaders tell us the hardest part about AI is knowing where it fits into the day-to-day realities of finance. This session is built to help you find that starting point. We'll share real stories and practical ways CFOs are using AI to save time, gain clarity from their data, and make decisions with greater confidence.

 

CO-HOSTED BY

ProServeIT, VACO and Microsoft partner logos displayed side by side, representing collaboration in Microsoft technology, cloud, AI, and digital transformation solutions.

  • Office window featuring Microsoft logo decals with a city skyline view, representing Microsoft technology, cloud, AI, and workplace innovation.
  • Microsoft office lounge and meeting area with panoramic city views, representing collaboration, workplace productivity, and innovation.
  • ProServeIT Employees at the AI EBS Microsoft Event in Calgary
  • Industry AI EBS Calgary Event - attendees participating in an AI-focused business event, seated classroom-style during a presentation session
  • Microsoft office space featuring a meeting and lounge area with skyline views, showcasing a modern workplace for collaboration and innovation.
  • Microsoft office lounge featuring city skyline views and Microsoft logo window decals, representing a collaborative workplace and technology innovation.
  • CFO AI EBS Event with executives gathered around a conference table during an AI leadership discussion
  • Professionals meeting in a boardroom during a ProServeIT AI EBS event for CFOs, with laptops, presentation materials, and a city skyline visible through large windows.
  • Hope and Hugo teddy bear mascots seated side by side on a chair, wearing blue and white ProServeIT branded shirts with a coffee cup placed beside them at an event venue.
  • Professionals attending a ProServeIT Executive Briefing Session (EBS), seated at conference tables with laptops as a speaker presents insights on a large screen in a modern training room.
  • Speaker Jamie presenting AI and modern workplace topics at a ProServeIT Executive Briefing Session (EBS), with attendees viewing slides and taking notes on laptops in a conference setting.
  • Modern Microsoft office interior with open collaboration areas, meeting spaces, glass architecture, and large windows providing views of the downtown skyline.
  • Microsoft office growth mindset library with built-in bookshelves, leadership and business books, open seating areas, and adjacent glass-walled meeting rooms.
  • Attendees participating in a ProServeIT AI Executive Briefing Session (EBS) in Toronto, seated around a conference table with laptops in a modern boardroom setting.
  • Hope and Hugo teddy bear mascots at a conference room setup for a ProServeIT AI Executive Briefing Session (EBS) in Toronto, with presentation screens, meeting materials, and city skyline views.

WHY ATTEND

Accelerate 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.

Co-hosted with VACO and Microsoft, at Microsoft’s offices, 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 automation.

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 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 | AI Stories, Leader Insights & Demos in Finance-Specific Scenarios

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

Join the next conversation


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.

YOUR HOSTS

The Leaders Guiding the Discussion

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 in their organization.

Jaime McMahon - CTO of ProServeIT

Jaime McMahon

Chief Technology Officer, 
ProServeIT

Corey Reyneker - VP Alliances of ProServeIT

Corey Reyneker

VP of Alliances, 
ProServeIT

Mihae Ahn - VP of Marketing of ProServeIT

Mihae Ahn

VP of Marketing, 
ProServeIT

Executives and technology leaders attending a Microsoft Copilot and AI Executive Briefing session hosted by ProServeIT.

UPCOMING SESSIONS

Join the Next AI Conversation

 

NOVEMBER 25, 2026 | 9 AM – 1 PM | Microsoft Office, Calgary, AB

DECEMBER 03, 2026 | 9 AM – 1 PM | Microsoft Office, Toronto, ON


Reserve Your Spot

ATTENDEE PERSPECTIVES

The Experience, In Their Words

 

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.

LinkedIn Post ProServeIT AI Copilot EBS Toronto - George Yang

 

LinkedIn Post ProServeIT AI Copilot EBS Toronto - Ish Chowdhry

OUR IMPACT

Bringing Leaders Together Across North America

 

Through years of Executive Briefing Sessions, we've connected business leaders across multiple cities to explore emerging technologies, share ideas, and learn from one another.

3 years

hosting AI executive briefings

30+

sessions across North America

550+

leaders registered

  • Toronto skyline with the CN Tower and surrounding downtown buildings under a clear blue sky, representing the location of the ProServeIT AI Copilot EBS event.

    TORONTO

  • Mississauga skyline with the Marilyn Monroe Towers and surrounding high-rise buildings under a clear blue sky, representing the location of the AI Copilot EBS event.

    MISSISSAUGA

  • Calgary skyline with the Calgary Tower and surrounding downtown buildings at dusk, representing the location of the AI Copilot EBS event.

    CALGARY

  • Vancouver skyline with Canada Place and downtown waterfront buildings at dusk, representing the location of the AI Copilot EBS event.

    VANCOUVER

  • Boston skyline with sailboats on the Charles River and downtown buildings in the background, representing the location of the AI Copilot EBS event.

    BOSTON

  • Philadelphia skyline along Benjamin Franklin Parkway at dusk, with illuminated fountains, tree-lined streets, and downtown buildings, representing the location of the AI Copilot EBS event.

    PHILADELPHIA