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CXOsignature NYC

Turning Everyday Customer Chats into Intelligent, Agentic Journeys

Thursday, March 19, 2025

6:00 pm to 9:00 pm EDT

An Evening Designed for Finance Leaders Who Refuse to Fall Behind

Cut through the AI hype

Hear from peers who’ve deployed AI in close, forecasting, and AP—and learn what actually delivered ROI vs. what was just noise.

84%

84% of finance leaders want to close the books faster—but most still rely on manual workflows

Just 11%

Only of CFOs are actively using AI in their finance function today. The rest risk being leapfrogged.

Benchmark yourself

In a room of 35 finance leaders, you’ll quickly learn whether your AI roadmap is ahead of the curve or dangerously behind.

40%

40% improvement in forecasting accuracy when finance teams deploy AI agents—the early movers are pulling ahead

See Sage in Action

Live demonstrations of Close Automation, the Finance Intelligence Agent, and Cash Intelligence—tools built for the workflows your team uses today.

Build your network

This is not a 500-person conference. It’s an intimate evening where you’ll exchange contacts and ideas with CFOs and Directors of Finance navigating the same challenges.

Build Powerful Relationships  Thought Leadership
Peer Networking

Agenda

6:00 pm to 9:00 pm EDT

6:00 PM - 6:30 PM

Networking & cocktails


6:30 PM - 6:40 PM

Attendees are Seated & Orders are taken

Welcome Introduction.


6:40 PM - 7:00 PM

Fireside chat with Sendbird & Noom


7:00 PM - 8:00 PM

Dinner & conversations


8:00 PM - 8:30 PM

Q&A Session


8:30 PM - 9:00 PM

Closing remarks

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Why attend?


Your Next Top Agent Isn’t Human. Are You Ready?

Agentic AI isn’t just another tool; it’s a forcing function for changing how CX teams work. We’ll look at how leading organizations are reorganizing around AI capabilities, reskilling agents, and reframing CX from a cost center to a strategic growth lever—before attrition and legacy processes erode their advantage.


Delight at Scale: What Happens When AI Starts Caring?

Customers expect speed and empathy—traditionally a hard tradeoff. We’ll explore how agentic AI can personalize interactions in real time, respond with contextual “care,” and escalate smartly to humans when nuance is needed, helping you deliver premium experiences at a scale humans alone can’t match.


Customer Service Without Wait Times. Or Humans.

What does a world of near-instant, AI-led resolution actually look like—and where should you draw the line? In this discussion, we’ll examine fully automated service journeys, when human intervention is non-negotiable, and how to design experiences where customers don’t miss the queue because there never was one.


Agentic AI Is Here. Will Your CX Team Evolve or Erode?

Agentic AI isn’t just another tool; it’s a forcing function for changing how CX teams work. We’ll look at how leading organizations are reorganizing around AI capabilities, reskilling agents, and reframing CX from a cost center to a strategic growth lever—before attrition and legacy processes erode their advantage.

This Event is Presented by

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Reg

Registration

Thank you for registering! A CXOsynergy team member will be in touch.

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