Finance teams today face disconnected systems, talent churn and operational chaos, but there’s a better way forward. Cherry Bekaert and Intuit invite you to explore how finance and accounting outsourcing can drive modernization, delivering clarity, control and strategic growth.

What You’ll Learn:

• Discover why traditional finance models are failing and how to fix them with real transformation stories from Intuit Enterprise Suite clients.
• Get a complimentary diagnostic to evaluate your organization’s current finance maturity.
• Learn how Intuit’s AI-powered features, including virtual agents for accounting, payments, finance and CRM, can streamline your tech stack.

Stay for More!

Join an interactive networking session to explore finance transformation strategies, connect with fellow finance leaders and conclude with a happy hour to keep the conversation going.

This session is designed for controllers, accountants and chief financial officers (CFOs) managing QuickBooks environments, business owners seeking automation and insights, and internal teams looking to position accounting outsourcing solutions.

Delivery Method | In Person Meeting
Recommended CPE Credit | Up to 1 hour of CPE 
Recommended Field(s) of Study | Accounting
CPE Capabilities | Technical Expertise/Problem Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

For more information, please contact Maddie Robbins.

Wednesday, January 21, 2026

4 - 5 P.M. (ET) | Presentation and Breakouts
5 - 6 P.M. (ET)| Happy Hour and Networking

Kaydee Peterson
Senior Partner Development Manager, National Accounting Firms
Intuit

Kristin Wilken
Senior Sales Engineer
Intuit

Jenni Huotari
Partner, Outsourcing Accounting Services Leader
Cherry Bekaert

Luis Reyes
Southeast Regional Market Leader
Cherry Bekaert