The event grew out of findings from our 2025 Middle Market CFO Survey. The data was clear: 99% of finance leaders plan to modernize operations in the next 12 months, and 84% say data integration is their top priority.

At the same time, nearly half are already using AI tools, but only 26% have moved beyond experimentation to real transformation. The gap between intent and execution is where most organizations are stuck.

We designed this summit to close that gap, with practical content focused on moving faster without losing control.

Join 200 finance and IT leaders from companies like yours, learning from Cherry Bekaert practitioners and each other. Sessions are CPE-eligible.

Grand Hyatt Buckhead Atlanta

3300 Peachtree Rd NE
Atlanta, GA 30305

This invitation-only event is designed for C-suite and other senior executives, or decision makers across industries.

Finance Modernization
ERP platforms, modern close processes, finance transformation

IT Strategy & Governance
Cybersecurity, IT leadership models, Microsoft 365 optimization 

AI & Analytics
Practical AI applications, Power Platform, data strategy 

Solutions
Hands-on sessions from technology partners 

For more information, please contact Maddie Robbins.