Building an AI-Ready Finance Function
Aug 13, 2026 1:30 PM - 2:30 PM EST
A candid, peer-to-peer roundtable for finance leaders across banking and credit unions on what's real — and what's still hype — in AI for the Office of the CFO. We'll explore how leading institutions are moving from pilot to payoff: accelerating the close, sharpening forecasts, and bringing real-time discipline to margin, liquidity, and capital — all without sacrificing the governance and explainability that regulated finance demands.
BWG Connect & OneStream invite you to join an interactive event with industry peers to review & discuss practical insights across the digital space.
As always, there will be no sales pitch and all attendees are welcome to listen and learn.
OneStream Software designs and develops enterprise software. They offer solutions for corporate performance management, planning, budgeting, forecasting, reporting, analysis, and accounting reconciliation.
Enterprise IT Subject Matter Expert
Our moderator brings decades of experience leading infrastructure, cloud transformation, and enterprise technology strategy across finance, media, publishing, and healthcare sectors. They have overseen IT infrastructure, large-scale digital transformation, and DevOps initiatives for some of the world’s most complex enterprise organizations, bridging strategy and execution to deliver measurable business impact. Their deep expertise ensures every discussion is grounded in real-world insight and informed by a career at the forefront of technological change.
Business Advisory Director – Financial Services at OneStream
Daniel Rubiniak is a veteran finance leader with over 15 years of experience driving financial strategy, capital planning, and credit analytics across major financial institutions. At OneStream, he partners with financial institutions to modernize the CFO office, focusing on the strategic integration of next-generation digital tools and AI-driven efficiencies to streamline complex financial operations. Prior to OneStream, Daniel served as a Finance Business Partner within Bloomberg’s CFO organization. He spent nearly a decade at Citigroup, where he gained broad experience across Corporate FP&A, Treasury, and the Institutional Banking FP&A division—the latter of which included managing the financial planning and credit analytics for a $680B global lending portfolio. Daniel began his career in public accounting at Deloitte before transitioning to front-office credit structuring and leveraged finance at Bank Leumi. Daniel earned an MBA from Cornell University and a Bachelor’s degree in Economics and Accounting from Tel Aviv University. He holds deep expertise in bridging sophisticated banking domain knowledge with modern Enterprise Performance Management (EPM) solutions.
Enterprise IT Subject Matter Expert
Our moderator brings decades of experience leading infrastructure, cloud transformation, and enterprise technology strategy across finance, media, publishing, and healthcare sectors. They have overseen IT infrastructure, large-scale digital transformation, and DevOps initiatives for some of the world’s most complex enterprise organizations, bridging strategy and execution to deliver measurable business impact. Their deep expertise ensures every discussion is grounded in real-world insight and informed by a career at the forefront of technological change.
Business Advisory Director – Financial Services at OneStream
Daniel Rubiniak is a veteran finance leader with over 15 years of experience driving financial strategy, capital planning, and credit analytics across major financial institutions. At OneStream, he partners with financial institutions to modernize the CFO office, focusing on the strategic integration of next-generation digital tools and AI-driven efficiencies to streamline complex financial operations. Prior to OneStream, Daniel served as a Finance Business Partner within Bloomberg’s CFO organization. He spent nearly a decade at Citigroup, where he gained broad experience across Corporate FP&A, Treasury, and the Institutional Banking FP&A division—the latter of which included managing the financial planning and credit analytics for a $680B global lending portfolio. Daniel began his career in public accounting at Deloitte before transitioning to front-office credit structuring and leveraged finance at Bank Leumi. Daniel earned an MBA from Cornell University and a Bachelor’s degree in Economics and Accounting from Tel Aviv University. He holds deep expertise in bridging sophisticated banking domain knowledge with modern Enterprise Performance Management (EPM) solutions.
Co-Founder & Managing Director at BWG Connect
BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution.
Co-Founder & Managing Director Aaron Conant runs the group & connects with dozens of brand executives every week, always for free.
