Part 1: Drawing on findings from Cherry Bekaert’s Middle Market CFO Survey, this session explores how middle market finance leaders are driving modernization by connecting data, improving forecasts, upskilling teams and incorporating AI and automation into finance operations. Attendees will learn about the top challenges and opportunities facing finance today and gain practical strategies to accelerate decision-making, improve efficiency and strengthen business results. 

Learning Objectives:

• Identify key trends shaping finance modernization for middle market organizations. 

• Describe strategies for improving forecasting, reporting speed and decision-making. 

• Recognize practical applications of AI and automation within finance operations. 

• Apply approaches to align people, processes, data and technology to support finance transformation. 

Part 2: Finance in Motion: Navigating Tax Change

This session will cover current legislative and regulatory developments and what they mean for middle-market businesses and their owners.