The Intelligent Finance Trinity: How AI is Uniting CFOs, Product Leaders, and Revenue Teams

Description

Register for the event:  https://www.brighttalk.com/webcast/20645/641541?

As businesses navigate increasing market volatility and digital transformation, the traditional walls between finance, product, and revenue operations are crumbling. In their place, a new model is emerging: the Intelligent Finance Trinity — a collaborative, AI-powered approach that aligns these functions around a single mission: sustainable, strategic growth.

This session explores how artificial intelligence is enabling this convergence by:

• Revolutionizing financial forecasting and scenario planning
  
• Powering dynamic pricing models and monetization strategies
  
• Predicting customer behavior and improving retention
  
• Creating real-time visibility across the entire revenue lifecycle
  

Our panel of experts will share real-world examples of how CFOs, product leaders, and RevOps teams are using AI not just to automate workflows, but to inform critical decisions, build agility, and transform finance into a central growth engine.

You’ll walk away with:

• A clear view of the emerging AI technologies reshaping finance
• Insight into the organizational changes needed to support cross-functional alignment
• A practical roadmap for building your own intelligent finance ecosystem
  

Whether you're a finance leader, a product manager, or a RevOps pro, this session offers valuable, actionable insights into how AI is redefining leadership, collaboration, and performance in modern business.

Panelists:

Fuad Ahmad, Partner, FLG Partners

Fuad Ahmad joined FLG in 2013. Fuad brings over 20 years of senior finance and accounting experience in Software, Intellectual Property, Telecommunications, and Consumer Electronics industries.  He has been a CFO at both private and public companies managing international and domestic operations.  His experience includes building accounting and finance organizations, financings in both private and capital markets (having raised over $1.5 billion during his CFO tenure), IPOs, SOX compliance, SEC Reporting and Compliance, Treasury, Tax, FP&A, Investor Relations, M&A, post-M&A integration, Legal/Contracts and procurement, IT, and Human Resources.   Fuad has managed organizations of various sizes; from a small start-up environment with a staff of less than ten people to a large public company with a staff of more than 200.

Karen Chao, Chief Product Officer, Flowspace

Karen Chao is a customer-centric product leader with over 20 years of experience delivering meaningful experiences that drive growth and profitability. She helps companies at all stages—from early traction to scaling—solve real customer problems through technology and innovation. A seasoned builder, she specializes in scaling products from 0-to-1 and beyond, leading market-shaping innovations that redefine industries. She is also an authority in applying AI to real-world problems, unlocking operational efficiency and disrupting outdated models.

Bobby Edmundowicz: ex-CRO: Gelato, Upkeep, Cloud Elements, & Conga

Bobby Edmundowicz is an operational executive with experience building and leading all go-to-market (GTM) functions including Sales, Marketing, Product, Services, Partners, Customer Success, Professional Services, Operations, Enablement, and Support.

Omar Nawaz, Global Exec. Director, Applied AI Association (moderator)

Omar Nawaz brings 25+ years of leadership experience in scaling products and businesses, with deep expertise in applied AI. As Global Executive Director of the Applied Artificial Intelligence Association (AAIA), he advances responsible AI adoption across industries. Omar advises growth-stage companies on embedding AI to accelerate revenue, automate operations, and deepen customer engagement, bridging innovation with scalable execution.

Register for the event:  https://www.brighttalk.com/webcast/20645/641541?