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.

Maggiano's Little Italy

1901 Woodfield Rd,
Schaumburg, IL 60173

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.

Wednesday, November 19, 2025

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

Dixie McCurley
Partner, Outsourced Accounting Services
Cherry Bekaert

Kaydee Peterson
Senior Partner Development Manager, National Accounting Firms
Intuit

Kristin Wilken
Senior Sales Engineer
Intuit

David Nissen
Partner & Chicago Market Leader
Cherry Bekaert Advisory LLC