Go back up

May 14th, 2026 Connecticut

  

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

Meet us in-person

We'd love to see you!

Event sponsored by Ramp

The Finance Leaders Circle: Fairfield County

Join a select group of senior finance executives from Fairfield County for an exclusive evening of connection, insight, and peer-led discussion at Valbella. This intimate dinner offers a unique opportunity to engage with fellow financial leaders navigating today’s most critical inflection points.

Over an exceptional dining experience, attendees will explore the evolving role of finance in a rapidly changing landscape, including the impact of AI-driven finance, the rise of real-time spend intelligence, and the key strategies that distinguish high-performing finance teams.

Designed to foster open and candid conversation, this private gathering brings together a curated network of peers who understand both the pressures and possibilities shaping modern finance. Expect meaningful dialogue, fresh perspectives, and actionable insights that emerge when the right voices are in the room.

 

Let's Get There!

 Valbella 

1309 East Putnam Avenue
Greenwich, CT 06878

5_pink_stars-1

People love our events

CXC_quotemarks

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.

Hayley Doel

Global Marketing Manager | Wolters Kluwer

 

CXC_quotemarks

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.

Erik Petit

Head of Field Marketing | Nasuni

 

CXC_quotemarks

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

 

CXC_quotemarks

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.

Vanessa Hunt

CRM & Marketing Consultant | Vanessa Hunt Consulting Ltd