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AI Is Rewriting the Economics of the Office of the CFO.
Monetize 15
November 4, 8am–6:30pm local
The Harvard Club of New York City
Monetize 16
December 8, 8am–6:30pm local
UCSF Mission Bay, San Francisco
The next 12 months of decisions about AI will set finance cost structures, margins, and competitive positions for a decade. CFOs and CIOs must decide which systems to rebuild and which to retire. Product leaders must price AI without giving away margin. Investors must pick the companies that will own the next-generation finance stack.
Monetize 15 & 16 put those decisions in one room for one day. CEOs of established financial software companies share the stage with the founders of the AI-native challengers trying to replace them. Many bring the customers who run their software in production, and all take questions from MGI and from buyers. Everyone on stage is a decision-maker or an operator, not a commentator.
Five Themes
Who owns the next finance stack.
What happens to ERP, billing, contract management (CLM), quoting (CPQ), and Salesforce Revenue Cloud: which AI-native challengers break through, which incumbents adapt, and where the profit pool moves.
Rebuild, bolt on, or resist.
The AI-native Office of the CFO: what each path costs, and who is already ahead.
What finance costs by 2030.
How AI changes headcount, cost per transaction, and close cycles, and what the finance talent model looks like.
Who signs off when software decides.
How audit, SOX compliance, and traceability work when AI agents run core finance processes, and what IT must put in place.
Monetizing AI.
From seats to tokens, agents, and outcomes. Pricing that protects margin, metering that proves it, and a quote-to-cash stack that can bill for it.
What You Will
Take Away
Monetize is intentionally built around four core audiences, each approaching the same market transition from a different vantage point.
CFOs and Finance Leaders
Which finance processes AI can run today and which it cannot yet, with benchmarks on cost, staffing, and close cycles. The vendors you are evaluating present on one stage, with their customers in the room to confirm or challenge their claims.
CIOs and IT Leaders
How to modernize the finance stack without a multi-year re-platforming: which systems of record stay, where AI agents plug in, and what controls agent-run finance requires.
CEOs and Product Leaders Monetizing AI
A practical path from AI product to AI revenue: pricing and packaging models that protect margin, and the billing and quote-to-cash systems that can support them. The CFOs and CIOs you sell to, and the investors who fund your category, are in the room to tell you what they will pay for next.
VC and PE Investors
MGI’s independent view of which categories consolidate and which get displaced, with incumbents and challengers side by side. One day here is the equivalent of weeks of diligence meetings.
Limited Seats,
by Invitation Only
Monetize 15 & 16 are each limited to 200 seats and every registration is reviewed, so the room stays senior and the conversation candid. Seats are allocated as requests are approved.
How the Day Works
MGI Research hosts and moderates every session. No single vendor owns the stage, sponsored sessions are labeled, and MGI’s analysis is not for sale.
MGI opening scenarios.
MGI’s data-backed scenarios for the AI-transformed Office of the CFO and the economics of monetizing AI.
Incumbents and challengers, one stage.
Leaders of established financial software companies and founders of the AI-native challengers present to the same buyers and take the same questions on strategy, product, and AI roadmap from MGI and the room.
Customer case studies.
Executives who run the software in production describe what worked, what broke, and what it cost.
MGI closing verdict.
A direct call on what to build, buy, and retire.
Sponsors
Gold
Silver
Sponsorship
A limited number of sponsorship packages are available. Contact [email protected] for details.
Monetize 15 Speakers
Saurabh Agrawal
Zenskar
Kristine Andersen
DigitalRoute
Mark Aubin
Softrax
Chris Bishop
BillingPlatform
Ravin Checker
Xfactrs
Em Daigle
OTTO-MATES
Matt Dobson
Zuora
Adam Howatson
LogiSense
Amy Konary
Zuora
Jeff Sant
Chargebee
Mark Walker
Nue
Jordan Zamir
Turnstile
Agenda
Time
Session
8:00 – 9:00 AM
Check-In, Coffee & Light Breakfast
9:00 – 10:45 AM
Main Sessions – including Keynote: MGI Research on Monetizing AI
10:45 – 11:00 AM
Coffee & Networking Break
11:00 AM – 12:00 PM
Main Sessions
12:00 – 1:00 PM
Networking Lunch
1:00 – 3:15 PM
Main Sessions
3:15 – 3:30 PM
Networking Break
3:30 – 5:00 PM
Main Sessions – Concluding Session with an MGI Research Analyst
5:00 – 6:30 PM
Champagne Reception – Networking Cocktails & Hors d’oeuvres
Location
Monetize 15
Harvard Club of New York City
35 W 44th St, New York, NY 10036
Monetize 16
UCSF Mission Bay
1675 Owens St, San Francisco, CA 94158
Past Monetize Attendees
and Speakers
Apple · Amazon · GE · Atlassian · Netgear · Cisco · SAP · eBay · UPS · Bank of America · JPMorgan · Coupa · Oracle · Zuora · LogiSense · DigitalRoute · Covéa · City of Palo Alto · City of San Francisco · Icertis · BillingPlatform · Salesforce · Adobe · Google · General Atlantic · Panasonic · Verizon · Royal Dutch Shell · Zendesk · Scholastic · PwC · Heineken · Booking.com · Adyen · Bloomberg · Knight · New Relic · Warner Music Group · Rambus · Mastercard · Visa · NetSuite · European Union · Hitachi · ING · Francisco Partners · Cognizant · Exact Software · Philips · Expedia · Workday · Zone&Co · Docker · Databricks · Garmin · Truist · Raymond James · Intuit · Capital One · Wolters Kluwer · BBVA · Maxio · ATOS · Spryker · Thales · Metro Atlanta Chamber of Commerce · Argano · Synthesis-Systems · RevOptic · Zoho · Bain Capital · Certinia · RecVue · Gotransverse · Celigo · Avalara · Schiphol Airport · EY · Conga · Amadeus · Rootstock · OpenTable · Toast · Simon-Kucher · Invoca · Vonage · Sandhill Group · Kaplan · South Carolina Port Authority · Pramata · Bankrate · City of New York · Deloitte · Zscaler · BlackLine · ServiceNow · IEEE · Revenera · rev.io · Checkout.com · Disney · Warner Bros. Discovery · FastSpring