State of AI - Houston (free event)

Finance Edition—A Practical Executive Briefing on AI for Financial Leadership

Anna TiominaLaurabeth BarkerMarkus EggerTim Locke

Artificial Intelligence is no longer optional—it's becoming a vital competitive advantage for financial leadership and strategic business operations. Yet many finance-focused executives face uncertainty about practical ways to leverage AI effectively for measurable business outcomes. This exclusive in-person event provides clarity, real-world case studies, and actionable insights tailored specifically for CFOs, senior executives, and financial decision-makers.

This Workshop brings together renowned industry experts, including Markus Egger (Founder of CODE Group and Microsoft Regional Director), guest speaker Anna Tiomina (Founder and Finance AI Specialist from Blend2Balance), and Tim Locke (Director, Business Development at CODE Consulting). Guided by Laurabeth Barker (Director, Enterprise Sales at CODE Staffing), they will unpack the current AI landscape specifically through a financial lens, exploring real-world examples of successful AI-driven finance implementations.

Join us to confidently take your next step forward with AI, leveraging emerging capabilities to ensure your financial operations remain efficient, compliant, strategic, and growth-oriented.

Click here to request an invite for this event!

Join Us In Person for State of AI: Finance Edition!

Date: April 8, 2025

Why Attend?

Join Senior-Level Executives and Finance Leaders at this exclusive briefing to understand practical, strategic applications of AI within your finance organization. Learn from top experts how AI can boost financial efficiency, enhance strategic planning, reduce risk, and deliver measurable business value.

Engage directly with other executives and financial decision-makers in interactive sessions tailored specifically for finance leaders.

Catered Breakfast, Refreshments and Lunch included for attendees.



Space Is Limited

This in-person event is not recorded.
Limited capacity, invitation-only – reserve your seat early.

Session Agenda:

Tuesday, April 8, 2025
8:30AM
to
9:00AM
Sign-in and Welcome
9:00AM
to
9:15AM
Opening & Speaker Introduction
Laurabeth Barker
9:15AM
to
10:00AM
State of AI Keynote - Navigating the AI Revolution – Practical Insights for Finance Leaders
Markus Egger
10:00AM
to
10:15AM
Morning Refreshments & Networking
10:15AM
to
11:00AM
AI in the Office of the CFO: Unlocking Financial Efficiency and Strategic Advantage
Anna Tiomina
11:00AM
to
11:15AM
Refreshment break & Networking
11:15AM
to
12:00PM
AI Panel Discussion
Anna TiominaLaurabeth BarkerMarkus EggerTim Locke
12:00PM
to
1:00PM
Catered Lunch & Networking
Tuesday, April 8, 2025
Main Stage
8:30AM to 9:00AM
Sign-in and Welcome
9:00AM to 9:15AM
Opening & Speaker Introduction
Laurabeth Barker
9:15AM to 10:00AM
State of AI Keynote - Navigating the AI Revolution – Practical Insights for Finance Leaders
Markus Egger
10:00AM to 10:15AM
Morning Refreshments & Networking
10:15AM to 11:00AM
AI in the Office of the CFO: Unlocking Financial Efficiency and Strategic Advantage
Anna Tiomina
11:00AM to 11:15AM
Refreshment break & Networking
11:15AM to 12:00PM
AI Panel Discussion
Anna TiominaLaurabeth BarkerMarkus EggerTim Locke
12:00PM to 1:00PM
Catered Lunch & Networking

Session Detail:

Opening & Speaker Introduction

Laurabeth Barker

Opening remarks. Comments about how the day will run. Introduce today's speakers.

State of AI Keynote - Navigating the AI Revolution – Practical Insights for Finance Leaders

Markus Egger

This session, led by Markus Egger, an experienced technologist, business strategist, Microsoft Regional Director, and Founder of the CODE Group, provides senior executives and finance leaders with clear insights into the current state of AI and its strategic implications for business.

We'll examine AI's rapid evolution, highlighting advancements such as generative AI, large language models (LLMs), and Microsoft's Copilot. Participants will learn how companies are strategically leveraging these technologies to automate complex processes, improve forecasting accuracy, and unlock competitive opportunities.

Using relatable, real-world scenarios, we'll separate AI realities from hype, addressing both the opportunities and practical challenges of implementation.

Attendees will gain actionable guidance on initiating AI efforts, avoiding common pitfalls, and positioning their organizations for meaningful, measurable business improvements through effective AI adoption.

AI in the Office of the CFO: Unlocking Financial Efficiency and Strategic Advantage

Anna Tiomina

This session, led by Anna Tiomina, provides CFOs and senior finance leaders with practical insights on leveraging AI to boost financial efficiency and strategic decision-making. We'll explore AI's real-world impact on key finance tasks, including financial forecasting, automated invoicing, transaction reconciliation, risk assessment, and compliance.

Participants will learn how leading organizations successfully integrate AI into finance, as well as common barriers such as governance challenges, organizational readiness, and stakeholder buy-in.

Using concrete examples from actual implementations, we'll demonstrate measurable outcomes and offer guidance on assessing AI readiness within finance teams. Attendees will leave equipped with clear next steps and actionable frameworks for confidently implementing AI solutions that deliver measurable financial improvements and long-term strategic advantage.

AI Panel Discussion

Anna TiominaLaurabeth BarkerMarkus EggerTim Locke

As the initial fascination with AI transitions into a demand for genuine, sustainable business value, this panel discussion promises a deep dive into the practical aspects of implementing AI in the enterprise environment. Guided by Laurabeth Baker, a panel of seasoned experts from the CODE Group—including its founder Markus Egger and leading executives—will explore the nuances of integrating AI into business systems to drive real-world outcomes.

This interactive session will address the critical questions surrounding AI deployment: How can we build systems that deliver not just technological advancements but true business value? What are the proven strategies, and what pitfalls should companies avoid? Panelists will share insights from their extensive experience in developing and managing AI solutions across various domains, providing attendees with a comprehensive understanding of what works, what doesn’t, and how to pivot away from the AI hype towards creating impactful, efficient AI-driven applications.

Participants are encouraged to engage with the panel, pose questions, and discuss scenarios ahead of time, ensuring a rich, participant-focused dialogue. Join us to gain actionable insights and strategies from top AI leaders that you can immediately apply to your enterprise AI initiatives.

Venue Information

Microsoft Innovation Hub - Houston
750 Town and Country Blvd #1000 (10th floor)

Houston, TX 77024

Get Directions

Town Centre One - Microsoft Houston