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Finance leaders breakfast

The Future of Finance: AI Agents & MCP

About Event

​AI is transforming finance teams. How can you move from experimentation to truly operational workflows?

​Finance teams are increasingly exploring the possibilities offered by artificial intelligence: automating repetitive tasks, analysing data, streamlining reconciliations, reporting, controls and decision-making.

​But moving from promising demonstrations to reliable day-to-day use raises important questions. How can AI be connected to existing tools? How can an agent act on financial data securely? And how can teams ensure traceability, human oversight and reliable outputs?

​AI Agents and the Model Context Protocol (MCP) open up a new approach. They make it possible to connect AI models to the applications and data sources used by finance teams, creating workflows that are more intelligent, autonomous and deeply integrated.

​Our partner RORA will share a practical perspective on how these technologies can be turned into concrete, secure and scalable finance workflows.

This exclusive Breakfast is designed for CFOs and Finance Leaders who want to:

  • ​Understand what AI Agents and MCP can bring to finance teams in practical terms

  • ​Discover concrete use cases for financial workflows

  • ​Identify the opportunities, limitations and requirements for scaling AI adoption

  • ​Exchange insights with peers on how AI is already transforming finance functions

Agenda

09:00— Welcome, breakfast & networking

​09:20 — Financial AI workflows: understanding the potential of AI Agents and MCP | Alejandro Scasserra - Head of Product at Spendesk

​09:50 — Turning Spendesk + MCP into practical finance workflows | RORA

​11:20 — Roundtable discussion & open Q&A, all participants

​11:00 — Networking & 1:1 conversations

What you will take away

  • ​A clear understanding of how AI Agents and MCP work

  • ​Concrete examples of financial workflows that can be automated or enhanced with AI

  • ​Best practices for security, oversight and governance

  • ​A practical approach to identifying the highest-priority AI use cases within your organisation

  • ​A clearer view of how AI can transform finance operations without compromising reliability or control

Who should attend?

  • ​CFOs and Finance Leaders

  • ​Finance transformation, finance operations and automation leaders

  • ​Accounting, controlling and FP&A leaders

  • ​Finance professionals interested in the impact of AI Agents and MCP on financial workflows

  • ​Companies looking to structure their AI strategy and move from experimentation to operational use

Exclusive Partner

Rora

Rora

An AAB Group Company