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Sage Next Gen Summit

AI in Finance: Are You Leading the Shift—Or About to Be Left Behind?

Tuesday, May 20, 2025

5:30 pm to 9:00 pm EST

Featured Speakers

Join Toronto’s most forward-thinking CFOs and finance leaders foThree key statisitics to promote the value and urgency of attending this event.r an evening of unfiltered insights, live AI demonstrations, and the kind of peer conversation that doesn’t happen at conferences.

How can you deliver truly delightful customer service in an age of agentic AI? Join us for an executive dinner to explore the latest advancements in AI-powered customer support. We'll discuss practical applications, real-world examples, and strategies for personalizing interactions and creating seamless customer journeys. Connect with peers, gain strategic insights, and discover how to leverage AI to build stronger customer relationships.

At your tables, you will discuss:

  • The evolving role of human agents in an AI-powered world. How can human agents and AI best work together? What new skills will agents need? How do you upskill human agents when working alongside AI?
     

  • The future of AI in customer service. What are the emerging trends and technologies? How will AI continue to evolve the customer experience?

  • Personalization at scale. How can AI be used to deliver personalized experiences to every customer?

  • Creating seamless omnichannel experiences. How can AI help connect the dots across different channels and touchpoints?
     

  • Proactive and predictive support. How can AI anticipate customer needs and provide proactive assistance?

Agenda

5:30 pm to 9:00 pm EST

5:45 PM - 6:30 PM | Arrive & Connect

Complimentary cocktails and a curated buffet in a tech-forward setting. Meet fellow CFOs and Directors of Finance from across Toronto’s top mid-market organizations.


6:30 PM - 7:30 PM | The Real Talk Panel

Finance leaders share what’s actually working with AI—and what failed. No vendor scripts. No buzzword bingo. Just measurable outcomes and honest lessons.


7:30 PM - 9:00 PM | Cocktails, Demos & Networking

Live demonstrations of Sage’s AI-powered close, forecasting, and cash intelligence capabilities. Continue conversations over drinks with the people who understand your challenges.


9:00 PM | Insights of the evening & Closing Thoughts


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Why attend?


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.


  • See Sage’s AI in action: Live demonstrations of Close Automation, the Finance Intelligence Agent, and Cash Intelligence—tools built for the workflows your team uses today.


  • 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.


  • 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.

This Event is Presented By

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Registration

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

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