Events

Exclusive CFO brunch: Planning for the unplannable

Location
Harvard Club of New York City
Date
April 25th - 10 a.m.
Booth
Planning for the unplannable

Join a select group of New York’s top finance professionals for an exclusive CFO Brunch and panel discussion focused on leading through uncertainty.

This intimate, invite-only gathering will bring together CFOs and finance leaders to explore how to stay ahead in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA).

You'll hear from senior voices in finance and tech who are shaping the future of financial strategy, operations, and innovation.

Agenda

10:00–10:30
Panel: Finance strategies for navigating a VUCA world:

  • Niv Yaar, Chief Business Officer @ Panax
  • Valerio Trinchi, Treasury Leader @ RSM US
  • Hanan Aharoni, CFO @ Operative

A discussion on real-world approaches to building financial agility, managing liquidity, and leading through uncertainty.

10:30–10:50
Fireside chat: Practical actions – How tech can enhance efficiency and risk management

  • Noam Mills,  CEO @ Panax, ex VP Finance Mixtiles
  • Yuval Brot, CEO @ Celery
  • Hadar Siterman Norris, Partner @ Team8 Capital, ex Mastercard

Exploring how automation, AI, and smarter forecasting tools help CFOs make faster decisions, unlock cash, and mitigate risk in volatile times.

11:00–12:00 - Brunch & networking

Enjoy a curated brunch, make meaningful connections, and walk away with tangible ideas for navigating whatever comes next.

Spots are limited and subject to approval.

Planning for the unplannable

Join a select group of New York’s top finance professionals for an exclusive CFO Brunch and panel discussion focused on leading through uncertainty.

This intimate, invite-only gathering will bring together CFOs and finance leaders to explore how to stay ahead in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA).

You'll hear from senior voices in finance and tech who are shaping the future of financial strategy, operations, and innovation.

Agenda

10:00–10:30
Panel: Finance strategies for navigating a VUCA world:

  • Niv Yaar, Chief Business Officer @ Panax
  • Valerio Trinchi, Treasury Leader @ RSM US
  • Hanan Aharoni, CFO @ Operative

A discussion on real-world approaches to building financial agility, managing liquidity, and leading through uncertainty.

10:30–10:50
Fireside chat: Practical actions – How tech can enhance efficiency and risk management

  • Noam Mills,  CEO @ Panax, ex VP Finance Mixtiles
  • Yuval Brot, CEO @ Celery
  • Hadar Siterman Norris, Partner @ Team8 Capital, ex Mastercard

Exploring how automation, AI, and smarter forecasting tools help CFOs make faster decisions, unlock cash, and mitigate risk in volatile times.

11:00–12:00 - Brunch & networking

Enjoy a curated brunch, make meaningful connections, and walk away with tangible ideas for navigating whatever comes next.

Spots are limited and subject to approval.

Join CFO Brunch