The Finance & Tax Agenda: Protecting Cash, Reducing Risk and Powering the Future

Join an exclusive discussion with peers to explore the evolving CFO and tax agenda, at The Skylark, New York 10018.

Thursday 3rd September 2026
6:00PM - 8:30PM
New York, United States
RESERVE YOUR SEAT >>

In Partnership With

Speaker to be announced soon

Discussion Topics

Protecting cash flow: how indirect tax directly impacts revenue leakage and margin.
Managing risk: audit exposure, compliance failures, and financial statement impact.
Regulatory readiness & future-proofing: understand what it takes to be compliant and future-ready.
AI-ready finance: why clean, structured tax data is foundational to automation and AI (and what is your plan surrounding this).

Event Format

6:00 - 6:30pm
Introductions to all attendees, networking with drinks reception.
6:30 - 6:35pm
Welcome from Kinetic Alliance.
6:35 - 7:00pm
Introduction from Vertex.
7:00 - 8:45pm
Fine dining with drinks, network with your peers over the discussion topics.
8:45pm
Closing remarks from Kinetic Alliance & Vertex, further networking.

Event Synopsis

Today’s finance and tax leaders are navigating growing pressure to protect cash, reduce risk, become future-ready and prepare for global e-invoicing mandates, and modernize finance operations in an increasingly complex business environment.

Join an exclusive discussion with peers to explore the evolving CFO and tax agenda, from uncovering opportunities to improve cash flow and reduce exposure, to prepare organizations for the wave of e-invoicing requirements and greater automation and AI readiness.

Through candid conversation and practical insights, we’ll examine the strategies leading organizations are using to confidently navigate change and build more resilient, future-ready finance functions.

Event Sponsor

Vertex is a leading global provider of AI-driven indirect tax technology and services, helping organizations simplify and automate tax across complex business environments. With decades of experience, Vertex delivers cloud-based solutions that integrate with ERP and commerce platforms to enable accurate, real-time tax determination and compliance. Trusted by companies ranging from mid-market to the world’s largest brands, Vertex helps organizations reduce risk, improve operational efficiency, and keep pace with constantly evolving regulations. By combining deep tax expertise with advanced technology and responsible AI, Vertex empowers finance leaders to make more informed decisions and support scalable, compliant growth.

 

Visit their website here: www.vertexinc.com

Reserve Your Seat

Why Kinetic Alliance

Learn
We provide a platform for you to learn from your peers, in a closed door environment, using key discussion topics to drive thought leading engagement.
Share
Take the opportunity to benchmark what you’re doing with your peers, discussing common challenges and actionable outcomes.
Discover
Our tailored format is designed for you to collaborate with industry leaders, as well as gain insight into innovative solutions in a relaxed environment.

Google Reviews

Yeshwant Kandikonda
Yeshwant K.
13:29 29 May 26
Lovely evening. Well managed
Jean-Yves Daurelle
Jean-Yves D.
13:10 27 Feb 26
Great experience. Interesting discussions about e-invoicing, I learned a lot.
Tom Gurski
Tom G.
22:06 03 Feb 26
Wonderful event!
A. I
A. I
15:28 03 Feb 26
Huge thanks to Kinetic Alliance for the dinner!The organization was top-notch, and the speakers brought incredible insights to the table.It was a privilege to engage in such high-quality discussions with industry peers.Looking forward to the next one!
Divya Gubba
Divya G.
02:27 03 Feb 26
GERMAN
GERMAN
23:14 02 Feb 26
Very well organized event. The delegate attendees were senior and covering several industries. The sponsoring company Parloa has a very advanced product offering, and the conversation with them was very interesting
Adam SAROUTI
Adam S.
13:20 02 Feb 26
Katie Eldridge
Katie E.
13:42 26 Jan 26
I've had the pleasure of working with Tom Roberts and the Kinetics Alliance team a few times this year and would highly recommend them.I have been thoroughly impressed by the Roundtable Dinners we have hosted with them in the UK and Europe.Not only did they get our ICP spot on, the organisation and attention to detail that went into the evening was second to none.Our guests and colleagues shared wonderful food, insightful conversation and built lasting professional relationships.A fantastic partnership that we have already agreed to continue into 2026.Thanks Tom and team!
Fabiola Enciso
Fabiola E.
11:49 12 Nov 25
As CMO of a global fintech, I partnered with Stuart and his team to deliver a series of curated executive events that generated qualified sales meetings and valuable customer insights from our target accounts. Exceptionally professional, detail-oriented, and results-driven. I’d be delighted to work with them again.
Daniel Mannan
Daniel M.
12:57 23 Oct 25
I attended an event that Kinetic had arranged, the event went very well, it was informative, the group they had invited all got along very well and the venue and food was exceptional. The team were on hand in the background to ensure everything ran smoothly and
Srinivasa Desiraju
Srinivasa D.
14:57 03 Oct 25
Kinetic Alliance has done an amazing job at conducting the agenticAI event. Venue at Skylar and food was great... The discussion and moderation were amazing.
Svetlana Goncharova
Svetlana G.
11:28 10 Jun 25
I would like to personally thank you for your efforts in making the event in Frankfurt a success. It was perfectly organized and enjoyable, whith great networking opportunities. All the guests had the chance to discuss the anounced topics from different perspectives and exchange their opinions. I was happy to part of this event.
Ty Taylor
Ty T.
18:38 28 Feb 25
I recently attended the AI In The Enterprise Event hosted by Kinetic Alliance, and it was an incredibly rewarding experience. The event facilitated lively discussions about our respective AI efforts and the myriad ways we might leverage AI in the future.One of the most valuable aspects of the event was the opportunity to connect with industry executives who are on the same journey. Sharing ideas and strategies with peers facing similar challenges was both reassuring and inspiring. The networking sessions were well-organized, making it easy to form meaningful connections and collaborations.Overall, Kinetic Alliance did a fantastic job of bringing together a diverse group of professionals to delve into the transformative potential of AI. I look forward to attending future events and continuing these important conversations.
Giovanni Gentile
Giovanni G.
16:51 28 Feb 25
A great evening with knowledgeable leaders who are driving much needed Agentic AI insights and opportunities with Cognigy. Kinetic Alliance put on a wonderful event of networking, good food and inspiring conversation!
Martin Farrow
Martin F.
09:04 17 Jul 24
These guys arranged a fabulous night of dinning and networking at Tower 42 in 'the city' otherwise known as the 'Nat West Tower' in the big smoke (for old people like me).The location has amazing views over London and even though I got lost at the beginning of the evening - by joining another networking event, they came and found me and dragged me into the right place.I must say I'm glad they did because we had a great evening Milosz and the team made everything work so well that everyone felt like friends at the end of the evening.
Marcel Miesen
Marcel M.
12:55 03 Jul 24
I recently joined a Kinetic Alliance organized vendor-sponsored networking dinner, and found it very beneficial. To discuss business challenges, exchange with other companies what they are facing or solving in the topic space, provided new insights and shared experiences. Besides the excellent venue and hosting which provided a relaxed atmosphere.
James Farrell
James F.
15:51 01 Jul 24
We have run multiple events with Stuart Roberts and the Kinetic Alliance team across Europe.Absolutely delighted with the results to date. There have been great attendees from our target customers, well organised and run evenings and brilliant locations for the events.I would happily recommend the Kinetic Alliance team if you are thinking of arranging corporate networking events.
Brian Leonard
Brian L.
11:23 05 Dec 22
A well-run event, friendly, clean and simple...what more could you want....
Rory Brown
Rory B.
19:41 03 Nov 22
I have been lucky enough to attend a number of Kinetic Alliance & Snowflake events, they have helped me reach my targets by putting me in front of the key people within my top accounts. Conversations are always great, as is the level of those I'm looking to speak to during the evening! The whole team at Kinetic Alliance are always so help from pre right the way through to post event and provide a great service with a smile! Would definitely recommend their services.
Mario Lamaa
Mario L.
08:50 10 Jun 22
Lucky enough to attend a dinner event recently with Kinetic Alliance with a great host of speakers and panels throughout. Great opportunity for networking too.
Elvys F. Nunes
Elvys F. N.
10:37 17 Dec 21
Amazing experience for Networking. The dinner event was flawless!
Jonas Deprez
Jonas D.
13:10 07 Dec 21
I got the opportunity to present Daltix on an event of Kinetic Alliance. It was very professional, very well organized, good for business and inspiring to hear the other speakers.
Chris
Chris
19:10 06 Dec 21
The event organised by Kinetic Alliance was well organised and ran smoothly. They helped curate a relevant and senior level audience, and helped facilitate some amazing networking opportunities.
Chris Matthews
Chris M.
14:35 06 Dec 21
I have been fortunate enough to attend several of Kinetic Alliance's events over the years and they are always some of the best. Very high quality panels, great selection of guests that make for insightful conversation, and, of course, great food and drink!
Amie Bakker
Amie B.
10:00 24 Jun 21
I have worked with Kinetic Alliance for almost 3 years, and will forever be a loyal customer! As a B2B marketer, my role is to support the business needs in driving demand for our solution and to do this, I need to work with trusted vendors who "get it", act as a partner and always deliver and this is Kinetic Alliance through and through.There are many vendors out there claiming to offer a similar proposition, but they are simply an events company and offer very little else. Kinetic Alliance, know our business proposition better than we do, they live and breathe our target audience, they share weekly insights and make us better at our job through further advising us on the needs and challenges our customers are facing.If you are looking for a hard-working, trustworthy partnership that always delivers to support you on your pipeline driven goals and strategic exec introductions, look no further and book some time in to talk with the Kinetic alliance!

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