Agentic AI in Finance & Accounting:
Reshaping How Teams Work
January 21, 2025 | Houston, Texas
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Driving Productivity Through Innovation
Join us for a focused conversation on how Agentic AI will reshape finance and accounting teams in 2025, leading to significant productivity gains that you can implement now. While everyone's talking about AI potential, we're bringing you the roadmap for real results.
Hosted By
This evening is unlike any other. We're bringing together:
Hyperbots leading expertise in Agentic AI implementation and strategy
First Water Finance's Relational Finance and FP&A experts
An exclusive opportunity to build trusted connections with local finance professionals who share your challenges
Meet our speakers
Benjamin Lehrer
Ben Lehrer is the CEO and Founder of First Water Finance, the Relational Finance platform that enhances and maintains top-tier FP&A functions, prepares businesses and teams for transactions, executes on capital introduction and M&A initiatives, and develops finance leaders and their teams.
Niyati Chhaya
More than 10 years of experience at Adobe with over 40 patents and 50 publications with a PhD in Machine Learning from the University of Maryland in the field of NLP and Computer Vision.
Agenda
Welcome & Refreshments
5:00 – 5:15 PM
Check-in, enjoy delicious appetizers and cocktails at our open bar, and meet your peers, the First Water Finance & Hyperbots team, and our hosts for the evening.
Setting the Stage & Group Discussion
5:15 – 5:45 PM
Join hosts Ben Lehrer and Niyata Chhaya for an interactive session breaking down Agentic AI's role in reshaping finance and accounting. Bring your questions and challenges – this guided discussion will tackle real implementation hurdles and opportunities.
Benjamin Lehrer, CEO & Founder of First Water Finance
Niyati Chhaya, Co-founder & VP of AI/ML of Hyperbots Inc.
Community Building
5:45 – 6:45 PM
Engage with your Houston peer community in a trusted setting. Share experiences, ask questions, and discuss real challenges around Agentic and automation in finance and accounting. Leave with practical insights and connections you can count on.
Action Steps & Wrap-Up
6:45 – 7:00 PM
Leave with clear next steps for implementing Agentic AI solutions and a network of local peers to support your journey., plus resources to keep the conversation going.
Venue Details
Capone's Oven & Bar
The Agentic AI in Financing & Accounting: Reshaping How Teams Work event will be hosted at Capone's Oven & Bar. Located in the vibrant Upper Kirby district, Capone's Oven & Bar offers a unique blend of history, flavor, and ambiance. Step into this modern speakeasy and experience the charm of the 1920s brought to life with a contemporary twist. Known for its wood-fired pizzas, handcrafted cocktails, and a welcoming atmosphere, Capone’s combines exceptional dining with a nostalgic setting.
Venue Location