Financial Services Meet Up
Tuesday, August 18, 2026, 11:30 a.m. - 1:30 p.m. ET
The Joneses, 33 Yonge St #100, Toronto, ON M5E 0A9, Canada
Join us in Toronto for a lunch discussion with fellow financial services leaders focused on the trends, challenges, and opportunities shaping the industry today.
This facilitated lunch discussion will bring together finance, operations, technology, and business leaders to share perspectives on what's working, where challenges remain, and the opportunities they see ahead. Participants will exchange ideas on operational excellence, risk management, financial visibility, digital transformation, and emerging technologies, while also exploring how NetSuite and embedded AI can support these priorities.
Why attend
- Share: Perspectives, experiences, and practical approaches with peers across the financial services industry
- Connect: Network with fellow industry leaders
- Learn: Explore how organizations are leveraging AI, automation, and modern business systems to improve visibility, streamline processes, and drive better outcomes
Event agenda
11:30 – 11:45 a.m. | Arrival and networking |
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11:45 a.m. – 12:05 p.m. | Industry trends and discussion kickoff |
12:05 – 12:45 p.m. | Peer discussion: Operational priorities, challenges, and opportunities |
12:45 – 1:10 p.m. | NetSuite insights: Embedded AI and business process innovation |
1:10 – 1:25 p.m. | Open discussion and audience perspectives |
1:25 – 1:30 p.m. | Closing remarks and next steps |
Seats are limited, so reserve your spot today!