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New York Trading, Finance & Banking - Professional Networking Affair (Read Info)
Mon, Aug 24, 10:30 PM***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com **Join for the New York Finance, Trading & Banking Professional Networking Session.** Meet the diverse mix of finance professionals from different/various career levels. **LIKE US ON FB FOR FUTURE EVENTS** **([https://www.facebook.com/NYFINANCE/](https://www.facebook.com/NYFINANCE/))** ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Its will be all about WALL STREET - MARKETS - DEALS We will have a restricted area for our members only. Cash bar, pay for what you order. **Attendees include but not limited to:** • Portfolio Managers • M & A Analysts • Research Analysts (Buy / Sell Side) • MBA Candidates/Students • Hedge Fund Service Providers • Equity And Derivative Traders • Prime Brokerage Professionals • Fund Administration Professionals • Finance & Accounting Recruiters and HR Professionals. ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Attire – We always recommend to wear business casuals but not mandatory. **How it would work: ·** **• Receive name tag upon arrival. Clearly mention your name and your area of work/interest. ·** **• The host will guide you to the main area. ·** **• Connect and network with other professionals in a relaxed yet focused environment.** The event focus on creating long term professional relationship with experienced finance experts. Make sure to bring a lot of business cards. if you looking to move-up or move in carrying a copy of your resume is a good idea. Good chance to run into a HR Partner from a bank or hedge fund. ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Connect With Us For Future Events **[LIKE US ON FB](https://www.facebook.com/groups/NYNYBankingFinanceNetworking)** **[JOIN FB GROUP](https://www.facebook.com/groups/NYNYBankingFinanceNetworking/)** **[LinkedIn](https://www.linkedin.com/groups/8444214/)**
matcha & momentum
Sat, Jul 25, 6:00 PMCFO AI Leverage Report: AI Budgets, ROI and Finance Sign-Off
Sun, Aug 2, 3:30 PM**Event Title** Enterprise AI is moving from experimentation into the finance office. Open Future Forum has released the **CFO AI Leverage Report, Edition 1**, introducing the **Enterprise AI Buying & Budget Index** and the **CFO AI Leverage Index**. The report examines how CFOs and senior finance leaders are evaluating AI budgets, buying authority, ROI, productivity, governance and the question now sitting at the center of enterprise AI adoption: **Can AI help companies grow output without growing headcount at the same rate?** Read the report here: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) This private executive discussion will focus on what the report means for CFOs, founders, finance leaders, AI operators, investors and enterprise executives. We will look at how AI buying is shifting, who signs off on AI purchases, what finance teams are measuring, and why AI ROI is becoming a CFO-level issue rather than only a technology issue. According to the report, enterprise generative AI spending reached approximately **$37 billion in 2025**, more than tripling from the prior year. At the same time, the share of AI spend funded from experimental innovation budgets fell from **25% to 7%** in one year, showing that AI is moving into core operating budgets. The report also draws on Open Future Forum’s 2026 executive community activity, including **200+ executive registrations across 20+ events**, with **60+ finance leaders and operators**, **50+ security leaders**, and **100+ founders**. In an early directional read, **3 in 5 finance leaders asked said the CFO or finance organization signs off on AI purchases**, rather than the CEO or IT. This discussion is connected to the **CFO Executive Forum**, Open Future Forum’s invitation-only community for CFOs and senior finance leaders of high-growth companies. The CFO Executive Forum hosts small, off-the-record gatherings across Silicon Valley focused on AI, capital allocation, governance, growth, risk, productivity and the changing role of the finance function. Learn more about the CFO Executive Forum here: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) **What we will discuss** How CFOs are evaluating enterprise AI spend Why AI budgets are moving from innovation budgets into operating budgets Who signs off on enterprise AI purchases How finance leaders are measuring AI ROI Whether AI can create real headcount leverage Where AI improves productivity, margin and capital efficiency Why founders selling AI tools need to understand the finance buyer How boards and investors are starting to ask harder questions about AI value **Who should attend** This event is designed for CFOs, VPs of Finance, controllers, finance operators, CEOs, founders, investors, enterprise AI leaders and executives responsible for AI budgets, AI transformation, productivity, governance or capital allocation. **Why this matters** The first phase of enterprise AI was about adoption. The next phase is about leverage. Executives are no longer asking only whether AI works. They are asking whether AI creates measurable business value, improves productivity, reduces operating drag, supports growth and helps teams do more without simply adding more tools, more vendors and more headcount. That is a finance question. The CFO AI Leverage Report and Enterprise AI Buying & Budget Index are designed to track that shift over time. **Key links** CFO AI Leverage Report: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) CFO Executive Forum: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) Open Future Forum: [https://openfutureforum.com](https://openfutureforum.com/)
CFO AI Leverage Report: AI Budgets, ROI and Finance Sign-Off
Sun, Jul 26, 3:30 PM**Event Title** Enterprise AI is moving from experimentation into the finance office. Open Future Forum has released the **CFO AI Leverage Report, Edition 1**, introducing the **Enterprise AI Buying & Budget Index** and the **CFO AI Leverage Index**. The report examines how CFOs and senior finance leaders are evaluating AI budgets, buying authority, ROI, productivity, governance and the question now sitting at the center of enterprise AI adoption: **Can AI help companies grow output without growing headcount at the same rate?** Read the report here: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) This private executive discussion will focus on what the report means for CFOs, founders, finance leaders, AI operators, investors and enterprise executives. We will look at how AI buying is shifting, who signs off on AI purchases, what finance teams are measuring, and why AI ROI is becoming a CFO-level issue rather than only a technology issue. According to the report, enterprise generative AI spending reached approximately **$37 billion in 2025**, more than tripling from the prior year. At the same time, the share of AI spend funded from experimental innovation budgets fell from **25% to 7%** in one year, showing that AI is moving into core operating budgets. The report also draws on Open Future Forum’s 2026 executive community activity, including **200+ executive registrations across 20+ events**, with **60+ finance leaders and operators**, **50+ security leaders**, and **100+ founders**. In an early directional read, **3 in 5 finance leaders asked said the CFO or finance organization signs off on AI purchases**, rather than the CEO or IT. This discussion is connected to the **CFO Executive Forum**, Open Future Forum’s invitation-only community for CFOs and senior finance leaders of high-growth companies. The CFO Executive Forum hosts small, off-the-record gatherings across Silicon Valley focused on AI, capital allocation, governance, growth, risk, productivity and the changing role of the finance function. Learn more about the CFO Executive Forum here: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) **What we will discuss** How CFOs are evaluating enterprise AI spend Why AI budgets are moving from innovation budgets into operating budgets Who signs off on enterprise AI purchases How finance leaders are measuring AI ROI Whether AI can create real headcount leverage Where AI improves productivity, margin and capital efficiency Why founders selling AI tools need to understand the finance buyer How boards and investors are starting to ask harder questions about AI value **Who should attend** This event is designed for CFOs, VPs of Finance, controllers, finance operators, CEOs, founders, investors, enterprise AI leaders and executives responsible for AI budgets, AI transformation, productivity, governance or capital allocation. **Why this matters** The first phase of enterprise AI was about adoption. The next phase is about leverage. Executives are no longer asking only whether AI works. They are asking whether AI creates measurable business value, improves productivity, reduces operating drag, supports growth and helps teams do more without simply adding more tools, more vendors and more headcount. That is a finance question. The CFO AI Leverage Report and Enterprise AI Buying & Budget Index are designed to track that shift over time. **Key links** CFO AI Leverage Report: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) CFO Executive Forum: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) Open Future Forum: [https://openfutureforum.com](https://openfutureforum.com/)

Family and Personal Finance Workshop
Wed, Aug 5, 11:15 PMWhat you’ll learn: • Family Financial Planning • Tax Saving Strategies • Retirement Planning • Investment Options • College Education Fund & Financial Aid • Life Insurance & Family Protection • Long Term Care Solutions • Career Backup Plan All attendees will receive a complimentary financial and tax consultation from our licensed advisors. Address will be provided once you sign up for this event. Thank you for your interest!

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