From AI Ambition to real Financial Impact – Bristol

Join Org and Morgan McKinley for an exclusive breakfast event tailored to senior finance leaders exploring how AI is transforming systems, financial operations, and strategic decision-making.

While AI has moved from emerging technology to board-level priority, many organisations still struggle to answer a fundamental question: where can AI deliver tangible Business Value and how can it be scaled to adopt to ever emerging trends

Join us for an engaging and practical session that cuts through the AI hype aimed at leaders who want to move beyond pilots and isolated use cases. The focus is on how organisations are applying AI in a way that supports core finance outcomes such as cash flow, margin visibility, forecasting confidence, and faster decision-making.

The discussion will stay firmly grounded in governance and return on investment. Rather than talking about tools or theory, the session looks at practical, value-led ways of translating business priorities into a number of initiatives that can be owned, justified, and measured.

Through practical insights and real-world examples, attendees will gain clarity on:

• What AI really is: How leaders can identify the initiatives that deliver the greatest business value
• Develop AI Roadmap: Framework to prioritise initiatives based on value, risk and effort
• Application Readiness: How do you balance Enterprise Platform modernisation with Ai Roadmap
• Agentic AI: Examples of where we see value across Finance & Customer Service functions
• Governance: Ensure AI Roadmap aligns to AI Compliance policies

A practical and relevant session for senior finance leaders at any stage of their AI journey,
whether you’re just beginning or looking to maximise returns from existing investments.

Date: Wednesday 25th February
Time: 8.30am to 10.30am
Location: Impact Working, Level 2 Spectrum Building, Bond Street, Bristol, BS1 3LG