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New York Trading, Finance & Banking - Professional Networking Affair (Read Info)

New York Trading, Finance & Banking - Professional Networking Affair (Read Info)

Mon, Aug 24, 10:30 PM
From New York Finance, Trading & Banking Meetup Group
4.6

***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com **Join for the New York Finance, Trading & Banking Professional Networking Session.** Meet the diverse mix of finance professionals from different/various career levels. **LIKE US ON FB FOR FUTURE EVENTS** **([https://www.facebook.com/NYFINANCE/](https://www.facebook.com/NYFINANCE/))** ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Its will be all about WALL STREET - MARKETS - DEALS We will have a restricted area for our members only. Cash bar, pay for what you order. **Attendees include but not limited to:** • Portfolio Managers • M & A Analysts • Research Analysts (Buy / Sell Side) • MBA Candidates/Students • Hedge Fund Service Providers • Equity And Derivative Traders • Prime Brokerage Professionals • Fund Administration Professionals • Finance & Accounting Recruiters and HR Professionals. ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Attire – We always recommend to wear business casuals but not mandatory. **How it would work: ·** **• Receive name tag upon arrival. Clearly mention your name and your area of work/interest. ·** **• The host will guide you to the main area. ·** **• Connect and network with other professionals in a relaxed yet focused environment.** The event focus on creating long term professional relationship with experienced finance experts. Make sure to bring a lot of business cards. if you looking to move-up or move in carrying a copy of your resume is a good idea. Good chance to run into a HR Partner from a bank or hedge fund. ***[EVENTBRITE RSVP Mandatory To Attend](https://NYFINANCE2026.eventbrite.com)*** Click Here - https://NYFINANCE2026.eventbrite.com Connect With Us For Future Events **[LIKE US ON FB](https://www.facebook.com/groups/NYNYBankingFinanceNetworking)** **[JOIN FB GROUP](https://www.facebook.com/groups/NYNYBankingFinanceNetworking/)** **[LinkedIn](https://www.linkedin.com/groups/8444214/)**

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23 attendees

CFO AI Leverage Report: AI Budgets, ROI and Finance Sign-Off

Sun, Aug 9, 3:30 PM
From The Executive Community by Open Future Forum

**Event Title** Enterprise AI is moving from experimentation into the finance office. Open Future Forum has released the **CFO AI Leverage Report, Edition 1**, introducing the **Enterprise AI Buying & Budget Index** and the **CFO AI Leverage Index**. The report examines how CFOs and senior finance leaders are evaluating AI budgets, buying authority, ROI, productivity, governance and the question now sitting at the center of enterprise AI adoption: **Can AI help companies grow output without growing headcount at the same rate?** Read the report here: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) This private executive discussion will focus on what the report means for CFOs, founders, finance leaders, AI operators, investors and enterprise executives. We will look at how AI buying is shifting, who signs off on AI purchases, what finance teams are measuring, and why AI ROI is becoming a CFO-level issue rather than only a technology issue. According to the report, enterprise generative AI spending reached approximately **$37 billion in 2025**, more than tripling from the prior year. At the same time, the share of AI spend funded from experimental innovation budgets fell from **25% to 7%** in one year, showing that AI is moving into core operating budgets. The report also draws on Open Future Forum’s 2026 executive community activity, including **200+ executive registrations across 20+ events**, with **60+ finance leaders and operators**, **50+ security leaders**, and **100+ founders**. In an early directional read, **3 in 5 finance leaders asked said the CFO or finance organization signs off on AI purchases**, rather than the CEO or IT. This discussion is connected to the **CFO Executive Forum**, Open Future Forum’s invitation-only community for CFOs and senior finance leaders of high-growth companies. The CFO Executive Forum hosts small, off-the-record gatherings across Silicon Valley focused on AI, capital allocation, governance, growth, risk, productivity and the changing role of the finance function. Learn more about the CFO Executive Forum here: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) **What we will discuss** How CFOs are evaluating enterprise AI spend Why AI budgets are moving from innovation budgets into operating budgets Who signs off on enterprise AI purchases How finance leaders are measuring AI ROI Whether AI can create real headcount leverage Where AI improves productivity, margin and capital efficiency Why founders selling AI tools need to understand the finance buyer How boards and investors are starting to ask harder questions about AI value **Who should attend** This event is designed for CFOs, VPs of Finance, controllers, finance operators, CEOs, founders, investors, enterprise AI leaders and executives responsible for AI budgets, AI transformation, productivity, governance or capital allocation. **Why this matters** The first phase of enterprise AI was about adoption. The next phase is about leverage. Executives are no longer asking only whether AI works. They are asking whether AI creates measurable business value, improves productivity, reduces operating drag, supports growth and helps teams do more without simply adding more tools, more vendors and more headcount. That is a finance question. The CFO AI Leverage Report and Enterprise AI Buying & Budget Index are designed to track that shift over time. **Key links** CFO AI Leverage Report: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) CFO Executive Forum: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) Open Future Forum: [https://openfutureforum.com](https://openfutureforum.com/)

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1 attendee

CFO AI Leverage Report: AI Budgets, ROI and Finance Sign-Off

Sun, Aug 16, 3:30 PM
From The Executive Community by Open Future Forum

**Event Title** Enterprise AI is moving from experimentation into the finance office. Open Future Forum has released the **CFO AI Leverage Report, Edition 1**, introducing the **Enterprise AI Buying & Budget Index** and the **CFO AI Leverage Index**. The report examines how CFOs and senior finance leaders are evaluating AI budgets, buying authority, ROI, productivity, governance and the question now sitting at the center of enterprise AI adoption: **Can AI help companies grow output without growing headcount at the same rate?** Read the report here: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) This private executive discussion will focus on what the report means for CFOs, founders, finance leaders, AI operators, investors and enterprise executives. We will look at how AI buying is shifting, who signs off on AI purchases, what finance teams are measuring, and why AI ROI is becoming a CFO-level issue rather than only a technology issue. According to the report, enterprise generative AI spending reached approximately **$37 billion in 2025**, more than tripling from the prior year. At the same time, the share of AI spend funded from experimental innovation budgets fell from **25% to 7%** in one year, showing that AI is moving into core operating budgets. The report also draws on Open Future Forum’s 2026 executive community activity, including **200+ executive registrations across 20+ events**, with **60+ finance leaders and operators**, **50+ security leaders**, and **100+ founders**. In an early directional read, **3 in 5 finance leaders asked said the CFO or finance organization signs off on AI purchases**, rather than the CEO or IT. This discussion is connected to the **CFO Executive Forum**, Open Future Forum’s invitation-only community for CFOs and senior finance leaders of high-growth companies. The CFO Executive Forum hosts small, off-the-record gatherings across Silicon Valley focused on AI, capital allocation, governance, growth, risk, productivity and the changing role of the finance function. Learn more about the CFO Executive Forum here: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) **What we will discuss** How CFOs are evaluating enterprise AI spend Why AI budgets are moving from innovation budgets into operating budgets Who signs off on enterprise AI purchases How finance leaders are measuring AI ROI Whether AI can create real headcount leverage Where AI improves productivity, margin and capital efficiency Why founders selling AI tools need to understand the finance buyer How boards and investors are starting to ask harder questions about AI value **Who should attend** This event is designed for CFOs, VPs of Finance, controllers, finance operators, CEOs, founders, investors, enterprise AI leaders and executives responsible for AI budgets, AI transformation, productivity, governance or capital allocation. **Why this matters** The first phase of enterprise AI was about adoption. The next phase is about leverage. Executives are no longer asking only whether AI works. They are asking whether AI creates measurable business value, improves productivity, reduces operating drag, supports growth and helps teams do more without simply adding more tools, more vendors and more headcount. That is a finance question. The CFO AI Leverage Report and Enterprise AI Buying & Budget Index are designed to track that shift over time. **Key links** CFO AI Leverage Report: [https://openfutureforum.com/research/cfo-ai-leverage-report](https://openfutureforum.com/research/cfo-ai-leverage-report) CFO Executive Forum: [https://openfutureforum.com/cfo-executive-forum](https://openfutureforum.com/cfo-executive-forum) Open Future Forum: [https://openfutureforum.com](https://openfutureforum.com/)

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1 attendee
Family and Personal Finance Workshop

Family and Personal Finance Workshop

Wed, Aug 12, 11:15 PM
From Queens Financial Literacy Circle

What you’ll learn: • Family Financial Planning • Tax Saving Strategies • Retirement Planning • Investment Options • College Education Fund & Financial Aid • Life Insurance & Family Protection • Long Term Care Solutions • Career Backup Plan All attendees will receive a complimentary financial and tax consultation from our licensed advisors. Address will be provided once you sign up for this event. Thank you for your interest!

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1 attendee
Money Moves Lab | Brooklyn National Real Estate Investor Forum

Money Moves Lab | Brooklyn National Real Estate Investor Forum

Thu, Aug 13, 11:00 PM
From REIA NYC | Brooklyn Real Estate Investors
4.8

Brooklyn professionals join **Money Moves Lab** to learn how real investors build wealth beyond their ZIP code. This monthly national investor forum, led by **Dr. Teresa R. Martin, Esq.** and **William Moore**, delivers practical frameworks for business credit, creative financing, tax-advantaged investing, and portfolio diversification—without flipping or speculative risk. Whether you live in Brooklyn or invest elsewhere, this is where strategy replaces guesswork. **Money Moves Lab** is REIA NYC’s national investor forum focused on helping professionals build wealth beyond local markets through credit, strategy, and alternative real estate. Each session delivers practical insight and one clear action you can apply immediately. **This is not a local deal club, wholesaling meetup, or networking mixer—it’s for professionals ready to think and invest nationally.** **What You’ll Gain** * National investing insight with local professional context * Practical approaches to business credit, tax liens, and paper assets * Collaboration with investors and agents operating coast to coast **Each session also introduces the next step inside the REIA NYC ecosystem for those ready to move from learning to implementation.** **2026 Topics Preview** Jan – Set the Target: Your 2026 Wealth Blueprint Feb – Fund Deals Without Banks or Cash Mar – Buy Smart, Build Fast: Turnkey & Buy-and-Hold Apr – Uncle Sam Owes You: Deductions & Depreciation …and more through November 2026 🕖 When: 2nd Thursday Monthly · 7 PM ET · Zoom 🎟️ Free Registration: [https://reianyc.org/events/money-moves-lab](https://reianyc.org/events/money-moves-lab)

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1 attendee
Agentic AI in Finance

Agentic AI in Finance

Tue, Aug 4, 9:30 PM
From Google NYC Tech Talks
4.5

**Important Note:** Register on the [event website](https://www.aicamp.ai/event/eventdetails/W2026080414) is required for admission. (RSVP on meetup is turned off) Join leaders from leading financial institutions, hosted by Diagrid, for candid talks on taking agents from prototype to production, where reliability, security, and regulatory requirements can't be afterthoughts. **What you will learn:** Learn how leading financial services teams make AI agents reliable and secure for production by pairing durable execution (workflows that survive crashes, retries, and restarts without losing state) with verifiable execution (tamper-proof agent history and cryptographic attestation). **Who Should Attend:** * Software architects and engineering leaders at banks, insurers, payments, and fintechs. * Platform, security, and cyber teams evaluating how to safely deploy AI agents. * AI/ML and backend engineers building agentic workflows and MCP-based tools. * Developers at traditional financial services institutions, digitals-natives and fintech startups who want production-grade agent infrastructure fast. * Anyone responsible for compliance, audit, or risk on AI-driven systems. **Speakers/Topics:** * Tech Talk 1: Prototype is Easy. Production is Hard. Architecture and Tools to Bridge the Gap. * Tech Talk 2: Tamper-Proof Attestation for Mission Critical Agents

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46 attendees
430kMonthly events
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Frequently asked questions

Meetup is a platform that connects people through shared interests and local events. Users can find and join groups in a wide range of topics, including finance.

To locate finance events in New York on Meetup, search for finance-related groups and check their event listings. You can filter the results by location to find those happening nearby.

Absolutely! You can become a member of several finance groups on Meetup. This allows you to explore different aspects of finance and meet various people in the industry.

Most Meetup groups are free to join, although some may charge a fee for certain events. Always check the event details or group page for any associated costs.

Finance groups on Meetup range from investment clubs to corporate finance discussions, aiming to cater to various finance-Related interests and expertise levels in New York.

To RSVP, navigate to the event page on Meetup, and click the RSVP button. You can often choose between attending in-person or online, depending on the event setup.

Yes, many finance groups welcome beginners, offering sessions on fundamental topics. Look for groups or events that specifically mention beginners in their descriptions.

While Meetup facilitates connections through group events, the success in building lasting relationships depends on your engagement and the group's dynamics.

The frequency varies; some groups meet weekly, while others hold monthly or even less frequent meetings. Check each group's schedule for precise details.

Event quality can vary widely as they are organized by individual group hosts, not directly managed by Meetup. Reading past event reviews can provide insight.

Not necessarily. Some finance events in New York may be held online, especially in the current digital world. Check event details for specific formats.

Meetup mainly facilitates group interactions; mentorship opportunities are not guaranteed. Engaging in discussions and networking may help you find potential mentors.

If existing groups don't meet your interests, consider starting your own finance Meetup in New York. The process is straightforward on the Meetup platform.

Yes, many groups focus on discussing current market situations. These conversations can help you stay informed about financial trends and opportunities.

Sometimes, event participation requires group membership, but some events are open to all. Check specific event instructions for details.