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March 24th, 2026 Atlanta

Ramp

Join us for an exclusive executive dinner where we will dive into a AI Reality Check for Finance Leaders

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Event sponsored by Ramp

An AI Reality Check for Finance Leaders

In an AI-first environment, efficiency has shifted from an operational goal to a strategic mandate. As automation and intelligent systems reshape the finance function, CFOs are being asked to deliver greater speed, insight, and scalability—without compromising control or trust.

Join a select group of CFOs and senior finance leaders for an off-the-record dinner discussion exploring how high-performing finance teams are transforming automation into durable operating leverage. The conversation will examine how leaders are putting the right guardrails in place to balance velocity with governance, rethinking operating models and talent, and redefining the metrics that matter as finance organizations evolve from stewards of cost to drivers of enterprise value.


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The Palm Restaurant

3391 Peachtree Road N.E., Atlanta, GA 30326

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The Convergex team has been instrumental in connecting us with key decision-makers and influencers within our target enterprise software accounts. Their dedication and focus have made them a valuable extension of our sales team.

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Global Marketing Manager | Wolters Kluwer

 

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If you’re looking for new ways to make connections and build pipe, and tired of content syndication, tradeshows, and webinars, then Nic’s team could be a great option for you. Nic is incredibly communicative and driven. He keeps you up to date on prospecting, event logistics, and is super open to feedback on customer profiles and targets. Nic and team are extremely invested in putting on a good event for you and the attendees.

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Head of Field Marketing | Nasuni

 

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As the Chief Revenue Officer of Sekoia.io, I am pleased to recommend Convergex for their outstanding event organization and significant contribution to our business growth. Under the leadership of Nic May and the diligent efforts of Keven Richard, Convergex has become an indispensable partner in our go-to-market strategy.

Cyril Simonnet

Chief Revenue Officer | Sekoia.io

 

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Following my brief for a roundtable targeting ‘CRM for the luxury sector’, Nic’s team was quick to secure a full house of participants matching our ideal Buyer Persona. I was impressed by the speed of cold outreach and their communication cadence with participants. The event host, Andrew, had clearly built rapport with participants in advance, and as a result, facilitated the technology discussion and individual contributions with ease. All participants who attended agreed to a follow-up meeting after the event, so I was delighted to have the opportunity to meet individuals separately. If you’re new to running this type of event, I recommend speaking to the experienced, personable team at Convergex.

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CRM & Marketing Consultant | Vanessa Hunt Consulting Ltd