NYC Investor Forum 

AI, Legal Spend Intelligence and the Future of Enterprise Workflows 

Join finance, operational and legal leaders from investment firms for a breakfast discussion on how organizations are approaching AI adoption while maintaining the governance, structure, and visibility required across enterprise legal operations. 

This panel discussion will explore how firms are balancing innovation with operational control, and why trusted systems of record remain critical as AI models in the legal space continue to evolve. 

The Harvard Club of New York City  
Wednesday, June 18, 2026 
8:30 – 10:30 am ET 

Discussion Topics 

• AI adoption across legal, finance and operational workflows 

• The role of a system of record for invoices in an AI-driven environment 

• Governance, risk and operational visibility 

• Driving efficiency across teams 

• Practical perspectives from industry peers 

Reserve Your Seat 

Space is limited for this private breakfast and discussion.