Rillet AI Finance Summit: Raising the Bar for Finance + AI Innovation

Written By Tim Ural

Margins, Models and Monetization Panel, Rillet AI Finance Summit, September 23, 2025

 

On September 23, I had the privilege of attending the Rillet AI Finance Summit in San Francisco—and while I’ve participated in more than my share of finance conferences, expos, and summits over the years, this one stood apart. It wasn’t just another industry event; it was a clear demonstration of how AI is reshaping the future of finance, accounting, and strategic decision-making.

Highlights from the Summit

  • Opening remarks from Nic Kopp (Rillet CEO & Co-Founder) set the tone with a bold vision for how AI will empower finance teams, not replace them.

  • An AI Fireside Chat with Roelof Botha (Sequoia Capital) blended high-level insight with practical takeaways—a rare mix that resonated with operators and advisors alike.

  • A dynamic panel on Margins, Models & Monetization featuring: • Marten Abrahamsen (Vercel)• Mary M. Liu (Runway)• Adam Strouss (Windsurf)• Lee Kirkpatrick (ex-Twilio)• Nic Kopp (Rillet) …an engaging dialogue on growth efficiency, unit economics, and AI-driven business models.

  • The CFO Vibecoding Speedrun, led by Audrey Kim (Oak HC/FT) and Fabian Hedin (Lovable), showed in real time how finance leaders can use AI to accelerate workflows and drive measurable impact.

  • Closing remarks from Ivan Makarov (a16z) and Nic Kopp tied everything together with a forward-looking perspective: AI’s role in finance isn’t theoretical; it’s actionable today.

 

Closing Remarks with Ivan and Nic

 

Why It Mattered for Point Monarch

At Point Monarch, this summit wasn’t just inspiring—it was strategically validating. The conversations around automation, monetization models, and scaling finance functions align directly with the advisory and consulting work we do with clients in payments, fintech, and enterprise operations.

Key impacts and takeaways for us:

  • Strategic alignment: The focus on margins and efficiency dovetails with Point Monarch’s work helping clients optimize cost structures, improve working capital, and modernize B2B payments.

  • Practical integration: The vibecoding demo sparked immediate ideas for AI-driven workflows we can fold into client projects—from faster reconciliations to cash-flow scenario modeling.

  • Future positioning: By engaging with leaders across venture, fintech, and SaaS, we’re better positioned to guide clients not just through today’s challenges, but toward tomorrow’s opportunities.

  • Relationship building: The summit fostered connections that open doors to partnerships, collaborations, and new ways to deliver value across our network.

Setting a New Standard

The Rillet AI Finance Summit raised the bar for what an industry event can deliver: vision, tactical depth, and community. It made an immediate impact on how we think about scaling finance functions and reinforced Point Monarch’s mission to help clients embrace innovation while building resilient, future-ready strategies.

Congratulations to Nicolas (Nic) Kopp and Stephen Hedlund for orchestrating such a valuable gathering.

At Point Monarch, we see firsthand how AI, fintech, and B2B payments innovation are converging to redefine the finance landscape. If you’re looking for a partner to help navigate these changes—let’s connect.

Tim Ural at the Rillet AI Finance Summit

Tim Ural

Tim Ural is a results-driven leader who bridges financial services and technology to deliver measurable business transformation in the global payments and fintech sectors. As Vice President of Global Client Management and Commercial Products at Visa, he has led large-scale initiatives that drive revenue growth, operational efficiency, and product innovation across global accounts and commercial solutions.

Known for his precision in execution, Tim excels at translating strategy into action through disciplined product management, data-driven decision-making, and high-impact partnerships. His leadership approach emphasizes accountability, performance, and collaboration across multicultural teams.

Throughout his career, Tim has successfully launched and scaled products spanning virtual and mobile payments, analytics, and virtual accounts—delivering strong ROI in industries such as travel, insurance, and healthcare. His deep expertise in competitive strategy and market execution enables clients and partners to achieve sustainable growth and differentiation.

Before joining Visa, Tim held leadership roles at IBM, Morgan Stanley, Oracle, and Salesforce, where he advanced initiatives in product management, trading, and enterprise technology. He holds a B.S. in Mathematics and Computer Science from Eckerd College, an M.S. in Environmental Engineering from the University of Florida, and has completed executive studies at Columbia Business School, Stanford and INSEAD.

https://www.pointmonarch.com/
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