Registration, Lunch & Networking
11:30 AM - 1:00 PM
Grand Ballroom Pre-function
Welcome & Opening Remarks
1:00 PM - 1:10 PM
Grand Ballroom I-II
Keynote
Living for the Hunt - Grant Shih
1:10 PM - 1:50 PM
Grand Ballroom I-II
Breakout Sessions
2:00 PM - 5:20 PM
AI & Automation
Finance Modernization
IT Strategy & Governance
Solutions
Ballroom I-II
Ballroom III
Buckhead I
Buckhead II
2:00 PM
Data Integration for Finance Leaders
Grand Ballroom I-II
Jim Holman - Cherry Bekaert
2:00 PM
Microsoft Dynamics 365 Business Central: Modern Finance in Action
Grand Ballroom III
Gwendolynn Stearns - Cherry Bekaert
2:00 PM
Managing Third-Party Exposure: From Paperwork to Outcomes
Buckhead I
Keyaan Williams - CLASS-LLC
Kurt Manske - Cherry Bekaert
2:00 PM
Transforming Finance with AI — How Ramp Automates the Work Between the Transactions
Buckhead II
Alex Lev - Ramp
2:40 PM
Predictive Forecasting & Driver Based Planning for Lean Teams
Grand Ballroom I-II
Sara Nager - Cherry Bekaert
2:40 PM
Sage Intacct: Faster Close. Better Reporting. Less Excel.
Grand Ballroom III
Paul White - Cherry Bekaert
2:40 PM
Cyber Risk Management at Business Risk Speed
Buckhead I
Jake Nix - RISCPoint
Kyle Wehrli - Cherry Bekaert
2:40 PM
Closing the Operational AI Gap
Buckhead II
Mary Charuhas - Celigo
3:30 PM
Sustaining Finance Transformation — Operating Models, Ownership, Continuous Improvement
Grand Ballroom I-II
Ken Woodring - Cherry Bekaert
3:30 PM
Sales Tax Automation and Compliance
Grand Ballroom III
Lauren Stinson - Cherry Bekaert
Chris Grimes - Cherry Bekaert
3:30 PM
Trust at Speed: Building Governance and Trust Programs that Enable Growth
Buckhead I
Tony Bai - RISCPoint
Dan Sembler - Cherry Bekaert
3:30 PM
Stop Chasing Numbers. Start Leading Them. Meet Reporting Intelligence
Buckhead II
Bryan Reed - insightsoftware
Caria Collins - insightsoftware
4:10 PM
The Copilot Reality Check: What's Actually Working for Mid-Market Companies
Grand Ballroom I-II
Supreet Singh - Cherry Bekaert
4:10 PM
The CFO as the Enterprise Data Architect
Grand Ballroom III
Rajiv Seth - Cherry Bekaert
4:10 PM
Privacy Programs that Make a Difference
Buckhead I
Lauren Ross - Cherry Bekaert
Richart Ruddie - Captain Compliance
4:10 PM
The 3-Day Close: A Hands-On Look at Finance Automation with BILL
Buckhead II
Avery Miller - BILL
4:50 PM
Your AI Journey Starts Tonight
Grand Ballroom I-II
Greg Kaupp - Cherry Bekaert
4:50 PM
R&D Tax Credits for Technology Investments
Grand Ballroom III
Martin Karamon - Cherry Bekaert
Vivian Kohrs - Cherry Bekaert
4:50 PM
AI Governance and Risk Management
Buckhead I
Matisse Long - Cherry Bekaert
4:50 PM
Sales Tax Compliance with Avalara
Buckhead II
Mike McKay - Avalara
Travis Hussey - Avalara
Break
5:20 PM - 5:45 PM
Grand Ballroom Pre-function
Cocktail Reception - Sponsored by CommerceBuild
5:45 PM - 6:45 PM
Grand Ballroom Pre-function
Dinner
6:45 PM - 8:30 PM
Grand Ballroom I-II
Breakfast
7:30 AM - 8:30 AM
Grand Ballroom I-II
Opening Remarks
8:30 AM - 8:40 AM
Grand Ballroom I-II
Keynote
The 7 Levels of AI Context - JP James
8:40 AM - 9:20 AM
Grand Ballroom I-II
Breakout Sessions
9:20 AM - 12:00 PM
Finance Modernization
AI & Automation
IT Strategy
Solutions
Ballroom I-II
Ballroom III
Buckhead I
Buckhead II
9:30 AM
RightSized ERP: How Mid-Market CFOs Choose Without Overbuying
Grand Ballroom I-II
Jim Holman - Cherry Bekaert
9:30 AM
Process Mining on a Mid-Market Budget: Finding Hidden Automation Opportunities
Grand Ballroom III
Supreet Singh - Cherry Bekaert
9:30 AM
From Cost Center to Strategic Partner: How to Begin to Align IT and Business Strategies
Buckhead I
Jason Wilkinson - Lavaredo, LLC
9:30 AM
Managing Microsoft 365 in the Age of AI
Buckhead II
Connor Martin - Orchestry
Ravinder Bhinder - Orchestry
10:10 AM
Are We Ready? Using Maturity Assessments to DeRisk Transformation
Grand Ballroom I-II
Greg Shelton - Cherry Bekaert
10:10 AM
From Prompts to Action: Understanding Generative vs. Agentic AI in Copilot
Grand Ballroom III
Trace Armstrong - Cherry Bekaert
10:10 AM
AI Governance that Pays Dividends
Buckhead I
Steve Ursillo - Cherry Bekaert
Merritt Baer - Enkrypt AI
10:10 AM
AI That Actually Knows Your Business
Buckhead II
Tyler Epping - eOne Solutions
10:50 AM
Multi-Channel Commerce: Financial Visibility Across Sales Platforms
Grand Ballroom I-II
Stacy Dose - Suite Engine
Paul McLellan - Suite Engine
10:50 AM
Case Study: Automating CapEx Approvals with Copilot Studio and Power Automate
Grand Ballroom III
Trace Armstrong - Cherry Bekaert
10:50 AM
What 'Right Looks Like' When Selecting Privacy, Compliance, and Security Vendors
Buckhead I
Merritt Baer - Enkrypt AI
Brian Kirk - Cherry Bekaert
Dixon Wright - Riveron
Alicia Laing Clarke - PGATSS - In Transition
10:50 AM
Integration and Automation. Eliminate Gaps Across Sage, Microsoft, and Other Ecosystems
Buckhead II
Logan McHugh - Flowgear
11:30 AM
Modern Close in 90 Days: Standardize, Automate, Measure
Grand Ballroom I-II
Alex Wiley - Cherry Bekaert
11:30 AM
Contract Chaos to Contract Intelligence: What's Now Possible for Mid-Market
Grand Ballroom III
Supreet Singh - Cherry Bekaert
11:30 AM
Right-Sizing Your IT Team: Finding the Optimal Mix of In-House, Outsourced, and Co-Managed
Buckhead I
Paul McLellan - Suite Engine
11:30 AM
Continuous Planning for Modern Finance
Buckhead II
Della Linger - Prophix Software Inc
Networking Lunch
12:00 PM - 1:00 PM
Grand Ballroom I-II
Breakout Sessions
1:00 PM - 4:10 PM
Finance Modernization
AI & Automation
IT Strategy
Solutions
Ballroom I-II
Ballroom III
Buckhead I
Buckhead II
1:00 PM
AI vs. the Status Quo
Grand Ballroom I-II
Greg Kaupp - Cherry Bekaert
1:00 PM
Leveraging Generative AI to Enable Dynamic Business Insights
Grand Ballroom III
Mike McDonald - Cherry Bekaert
1:00 PM
The Technical Debt Balance Sheet: Quantifying Legacy System Costs in Financial Terms
Buckhead I
Paul McLellan - Suite Engine
1:00 PM
Embedded Finance Automation in BC with Truvio
Buckhead II
Jordan Carpenter - Truvio
Jasmine Leslie - Truvio
Heather Mitchell - Truvio
1:40 PM
The Integrated Tech Stack Advantage: Why Growing Companies Are 2x More Likely to Connect Their Systems
Grand Ballroom I-II
Paul McLellan - Suite Engine
1:40 PM
Use Cases for AI for Autonomous Accounting & Finance
Grand Ballroom III
Robert McCabe - Cherry Bekaert
1:40 PM
What's Overhyped vs. Genuinely Practical: An Honest AI Assessment
Buckhead I
Supreet Singh - Cherry Bekaert
1:40 PM
Tax-Ready from Day One: How to Avoid Costly Rework in Dynamics Implementations
Buckhead II
Jessica Kraisinger - Vertex Inc
2:20 PM
Cash by Design: Working Capital Operations and Treasury Visibility
Grand Ballroom I-II
Nick Gagnon - Cherry Bekaert
2:20 PM
AI Agents Are Coming: What Mid-Market Leaders Need to Know Now
Grand Ballroom III
Supreet Singh - Cherry Bekaert
2:20 PM
Hybrid Cloud Strategy for Middle Market: Overview to Balance Cost, Performance, & Control
Buckhead I
Jason Wilkinson - Lavaredo, LLC
2:20 PM
The Death of Traditional FP&A
Buckhead II
Bijhan Hirani - Datarails
Mitch McCaw - Datarails
3:00 PM
Why Your AI Strategy Is Failing (And It’s Not a Technology Problem)
Grand Ballroom I-II
Greg Kaupp - Cherry Bekaert
3:00 PM
From Data to Decisions: AI for the Backoffice
Grand Ballroom III
Trace Armstrong - Cherry Bekaert
Mike McDonald - Cherry Bekaert
Supreet Singh - Cherry Bekaert
Gagan Preet Singh - HP
3:00 PM
From Reactive to Proactive - Framework to Define, Value & Prioritize Initiatives
Buckhead I
Jason Wilkinson - Lavaredo, LLC
3:00 PM
Budgeting Through Every Lens: Department Managers, Finance, and the CFO for Dynamics 365 Business Central and Sage Intacct
Buckhead II
Zubin Gidwani - Dynamic Budgets
3:40 PM
From Quote to Close: Pricing Governance & Margin Protection
Grand Ballroom I-II
Michael Piotrowski - Cherry Bekaert
3:40 PM
Is Your Data AI Ready?
Grand Ballroom III
Mike McDonald - Cherry Bekaert
3:40 PM
IT Governance for Finance Analytics: A Due Diligence Perspective
Buckhead I
Steven Sparks - Cherry Bekaert
3:40 PM
Fraud Happens Fast. Your AP Should Be Faster.
Buckhead II
Gary Bailey - Yooz
Jennifer Andreas - Yooz
Closing Remarks
4:15 PM - 4:30 PM
Grand Ballroom I-II