CCH Tagetik Logo
CCH Tagetik Logo

From Close to Forecast to Disclosure:
AI-Enabled One Finance, One Truth

21 August 2026 | 3:30 PM - 6:00 PM
EY Office, Ruby, Dadar, Mumbai
AI Finance Executive

Our Engagements

Real impact from this roundtable — not just numbers, but meaningful participation.

15+

Delegates Joined

Executive Context

Finance leaders today are expected to deliver faster insights, greater accuracy, and stronger governance across financial close, planning, forecasting, and disclosure processes. Yet fragmented systems, disconnected data, and increasing regulatory demands continue to create challenges across the finance function.

Join EY and CCH Tagetik for an exclusive, invitation-only roundtable discussion exploring how leading BFSI organizations are embracing AI-enabled finance to create a single source of truth, accelerate decision-making, and improve confidence in reported numbers.

VALUE PROPOSITION

Why Attend?

Discover how finance teams are moving beyond automation to build a connected, intelligent finance function that delivers:

Faster and more controlled financial close processes
AI-powered forecasting and planning capabilities
Greater consistency across reporting and disclosures
Stronger governance and audit readiness
Real-time, insight-led decision-making
Improved confidence in regulatory reporting and compliance
Strategic Pillars

Key Discussion Topics

Connecting Close, Planning & Disclosure

Explore practical approaches to aligning core finance processes and eliminating data silos.

AI in Finance: Beyond the Hype

Learn how AI is helping organizations improve forecasting accuracy, identify anomalies faster, and support smarter decision-making.

One Finance, One Truth

Understand how leading organizations are creating trusted finance data foundations for internal reporting, external disclosures, and strategic planning

CFO Perspectives & Peer Exchange

Engage in candid discussions on challenges, priorities, and practical strategies shaping the future of finance

Event Schedule

Agenda Highlights

03:30 PM - 04:00 PM Registration & Networking
04:00 PM - 04:10 PM Context Setting: From Automation to Intelligent Finance
04:10 PM - 04:35 PM Keynote: From Fragmented Finance to AI-Enabled One Truth
04:35 PM - 04:55 PM Customer Story / Use Cases: Connecting Close, Planning & Disclosure with AI
04:55 PM - 05:35 PM Breakout Roundtable: One Finance, One Truth in an AI-Driven World
05:35 PM - 05:50 PM Open Forum: CFO Perspectives & AI Priorities
05:50 PM Onwards Closing Remarks & Networking High Tea
Featured Speakers

Meet the Speakers

Speaker

Nishant Vyas

General Manager

CCH Tagetik India, Wolters Kluwer

Speaker

Sagar Gupta

Associate Director, Sales

CCH Tagetik India, Wolters Kluwer

Speaker

Radhika Saigal

FS Consulting Leader

EY

Speaker

Anand Mihir

FS Consulting Leader

EY

Speaker

Anubhav Srivastava

Partner, Technology Consulting

EY

TARGET AUDIENCE

Who Should Attend?

👤 Chief Financial Officers (CFOs) 👤 Head of Finance 👤 Finance Transformation Leaders