Finance Leaders Connect Series with Upcoming Houston and Austin Events

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HOUSTON - TelAve -- Following the successful Finance Leaders Connect events in Dallas and Arlington, Hyperbots, Texas Advisory Services, and the European American Chamber of Commerce Texas are continuing the series with upcoming events in Houston and Austin.

Finance Leaders Connect brings together CFOs, senior finance executives, business leaders, and technology professionals for candid discussions about the future of finance and the rapidly evolving role of artificial intelligence.

The series began in Dallas with nearly 50 CFOs and senior finance executives discussing:

"AI in Finance: From Insight to Autonomous Action"

The Dallas event explored practical, measurable applications of AI across finance functions including Procure-to-Pay, Order-to-Cash, FP&A, Tax & Compliance, Treasury, Expense Management, and M&A.

The series continued in Arlington, where finance leaders discussed practical AI applications, finance transformation, automation, and the opportunities and challenges facing today's CFOs.

𝗙𝗿𝗼𝗺 𝗗𝗮𝗹𝗹𝗮𝘀 𝗮𝗻𝗱 𝗔𝗿𝗹𝗶𝗻𝗴𝘁𝗼𝗻 𝘁𝗼 𝗛𝗼𝘂𝘀𝘁𝗼𝗻 𝗮𝗻𝗱 𝗔𝘂𝘀𝘁𝗶𝗻

𝗛𝗼𝘂𝘀𝘁𝗼𝗻 — October 13, 2026

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The Westin Galleria Houston


Speakers:
  • Jennifer Whalen, SVP & CFO, Bristow Group
  • Rajeev Pathak, CEO & Co-founder, Hyperbots
  • Rita Maria Reed, Managing Director, Texas Advisory Services — Houston

𝗔𝘂𝘀𝘁𝗶𝗻 — November 17, 2026

The series will then move to Austin, extending the conversation into one of Texas' major technology, business, and innovation centers.

Speakers:
  • Oscar Casanova, Managing Director, Texas Advisory Services — Austin
  • Rajeev Pathak, CEO & Co-founder, Hyperbots

The Austin discussion will examine the practical implications of AI for finance organizations, including identifying high-value opportunities, managing transformation, and connecting technology investments to measurable business outcomes.

𝗔 𝗙𝗶𝗻𝗮𝗻𝗰𝗲-𝗟𝗲𝗱 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻

"AI transformation cannot be separated from the business processes it is intended to improve," said Stefan Boehmer, Managing Director at Texas Advisory Services. "Finance Leaders Connect creates an opportunity for CFOs and finance executives to share what is actually working, where challenges remain, and how organizations can approach AI with a clear focus on business value."

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𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗧𝗲𝘅𝗮𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗟𝗲𝗮𝗱𝗲𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆

The series is building a growing community of finance executives across Texas who can exchange experiences, discuss emerging technologies, and explore practical approaches to finance transformation.

The involvement of EACC Texas — European American Chamber of Commerce Texas adds a transatlantic dimension, connecting European and American companies and business leaders and supporting collaboration and knowledge exchange.

From Dallas and Arlington to Houston and Austin, Finance Leaders Connect continues to bring together perspectives from finance leadership, AI technology, business transformation, and the international business community.

𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻

Finance leaders can view event details and register for the upcoming Houston and Austin events at:

Join Today — Navigating Growth with Confidence (https://www.texas-advisory.com/events)

🌟 𝗚𝘂𝗶𝗱𝗶𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵 𝘄𝗶𝘁𝗵 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲

LinkedIn: https://www.linkedin.com/company/texas-advisory-services/

Contact
Texas Advisory Services
Stefan Boehmer
***@texas-advisory.com


Source: Texas Advisory Services

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