Overview
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.
- A complimentary Finance Diagnostic (over a $900 value) to assess your organization’s 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.
Location
Intuit Mailchimp
405 N Angier Ave NE
Atlanta, GA 30308
Arrival Details
Parking & Arrival
There is an on‑site parking garage for this event. Please bring the ticket you receive in the garage to the registration counter for validation and security check. You’ll use the same ticket to exit the garage.
Photo ID Required
All guests must present a valid photo ID. Please have it ready before entering the building.
Who Should Join?
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.
CPE Accreditation
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
For more information, please contact Maddie Robbins.
Schedule
Wednesday, January 21, 2026
4 - 5 P.M. (ET) | Presentation and Breakouts
5 - 6 P.M. (ET)| Happy Hour and Networking
Featured Speakers
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
Media Disclaimer: By attending this event, you acknowledge and agree that photography, audio recording, and video recording may occur. Event organizers may use these images and recordings for promotional, educational, or informational purposes, including sharing on social media, websites, and other public platforms. If you prefer not to be photographed or recorded, please notify an event staff member upon arrival so we can accommodate your request.