Finance Modernization Track

Session Title Practice Area

Microsoft Dynamics 365 Business Central: Modern Finance in Action

Business Optimization (ERP)

Sage Intacct: Faster Close, Better Reporting, Less Excel

Business Optimization (ERP)

Multi-Channel Commerce: Financial Visibility Across Sales Platforms

Business Optimization (ERP)

Sales Tax Automation and Compliance

SALT

R&D Tax Credits for Technology Investments

Tax Credits & Incentives

How to Evaluate and Select the Right ERP

CFO Advisory

Are We Ready? Using Maturity Assessments to DeRisk Transformation

CFO Advisory

The CFO as the Enterprise Data Architect (xP&A)

CFO Advisory

Cash by Design: Working Capital Operations and Treasury Visibility

CFO Advisory

Pricing Governance: Guardrails, Deal Reviews, and Margin Protection

CFO Advisory

Modern Close in 90 Days: Standardize, Automate, Measure

CFO Advisory

From Excel Chaos to Excel Intelligence: AI Tools You Already Have But Aren't Using

CFO Advisory

The Integrated Tech Stack Advantage: Why Growing Companies Are 2x More Likely to Connect Their Systems

Business Optimization (AI Strategy)

No-Code Automation: The Finance Team's Untapped Opportunity

Business Optimization (AI Strategy)

IT Strategy & Governance Track

Session Title Practice Area

AI Governance that Pays Dividend

Cyber Risk

Third-Party Risk Management That Actually Works: From Paperwork to Outcomes

Cyber Risk

Trust at Speed: Building Governance and Trust Programs that Enable Growth

Cyber Risk

Cyber Risk Management at Business Risk Speed

Cyber Risk

Privacy Programs that Make a Difference

Cyber Risk

What 'Right Looks Like' When Selecting Privacy, Compliance, and Security Vendors

Cyber Risk

From Cost Center to Strategic Partner: Stage-Appropriate IT Governance

Business Optimization (IT Strategy)

The Technical Debt Balance Sheet: Quantifying Legacy System Costs in Financial Terms

Business Optimization (IT Strategy)

Right-Sizing Your IT Team: Finding the Optimal Mix of In-House, Outsourced, and Co-Managed

Business Optimization (IT Strategy)

AI Governance and Risk Management

Risk Advisory

What's Overhyped vs. Genuinely Practical: An Honest AI Assessment

Business Optimization (IT Strategy)

Hybrid Cloud Strategy for the Middle Market: Workload Placement That Balances Cost, Performance, and Control

Business Optimization (IT Strategy)

Building IT Resilience on a Budget: Practical Business Continuity for Middle Market Operations

Business Optimization (AI Strategy)

Data Governance for Finance Analytics and AI

CFO Advisory

AI & Analytics Track

Session Title Practice Area

Data Integration for Finance Leaders

CFO Advisory

Predictive Forecasting and Scenario Planning

CFO Advisory

Finance as a Product Organization: Sustaining Modernization

CFO Advisory

The Copilot Reality Check: What's Actually Working for Mid-Market Companies

Business Optimization (AI Strategy)

AI-Powered Analytics Without Data Scientists: Asking Questions in Plain English

Business Optimization (AI Strategy)

Contract Chaos to Contract Intelligence: What's Now Possible for Mid-Market

Business Optimization (AI Strategy)

AI Agents Are Coming: What Mid-Market Leaders Need to Know Now

Business Optimization (AI Strategy)

Process Mining on a Mid-Market Budget: Finding Hidden Automation Opportunities

Business Optimization (AI Strategy)

Case Study: Automating CapEx Approvals with Copilot Studio and Power Automate

Analytics & Automation

From Prompts to Action: Understanding Generative vs. Agentic AI in Copilot

Analytics & Automation

Leveraging Generative AI to Enable Dynamic Business Insights

Analytics & Automation

FDeploying Agentic AI for Autonomous FP&A

CFO Advisory

From Data to Decisions: AI for the Backoffice

Analytics & Automation

Is Your Data AI Ready?

Analytics & Automation

Solutions Track

Sessions Coming Soon!