AI for Finance: Building with Claude + Excel, MCP, and more! - #NYTechWeek

Thursday, Jun 4

3:30pm

ETET

Hosted by

ᵔ◡ᵔ

◔◟◔

Finance leaders know they need to adopt AI but most don’t know where to start. The space is filled with either hype or overly technical deep dives. This is neither. Join us for a practical, hands-on working session where finance teams will learn how to actually apply AI to their day-to-day workflows. From forecasting to reporting to decision support, we will break down real use cases and show how to implement them using modern AI tools, agents, and workflows. Bring your laptop. Bring your real problems. We will build solutions together. This is an interactive session, not a panel, where you will work alongside other operators to identify opportunities, test ideas, and walk away with workflows you can apply immediately. Hosted by Pluvo & BMO, this session is designed to help finance teams cut manual work, move faster, and start operating in an AI-first way. This event is a part of #NYTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com. About BMO: BMO has strong roots in and a deep understanding of the technology space and its many subsectors. Our seamless, integrated approach provides technology companies with full lifecycle coverage from whether you’re a growth-stage company in need of recurring revenue lending, a mature-stage company forming a bank syndicate or tapping the capital markets for the first time, or a well-established large multinational with the most complex financial needs, we’re here as trusted expert advisers to support you in your growth journey. BMO’s Technology Banking practice spans North America with offices in Canada and the U.S. and is the 8th largest bank in North America by assets as of January 31, 2026. We provide personal and commercial banking, global markets and investment banking services to approximately 13 million clients.

⚆◟⚆

•ᴥ•

◉‿◉