Industry · Live online
Industry Rewired: Technology, Data, and the Modern Finance Function
Industry Accounting
- When
- September 22, 2027
- Format
- Live online · 1 day · Central Time
- CPE
- Up to 8 credits
- Price
- $299 Early-bird pricing coming soon Payable with CPE Today credits · credit packages coming soon
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Proposed Agenda
All times Central Time. Sessions, times and credits may change before the conference.
The Finance Tech Stack: ERP, Cloud, and Everything Bolted On
Explores the modern finance systems landscape including core ERP, sub-ledgers, SaaS tools, and spreadsheets. Covers how to identify gaps and decide what to fix, connect, or retire.
Learning Objectives
- Analyze the components of a modern finance tech stack to identify common points of failure and data silos.
- Evaluate the trade-offs between monolithic ERP systems and best-of-breed specialized software applications.
- Apply a decision-making framework to determine whether to repair, integrate, or replace existing financial tools.
- Assess the role of spreadsheets as a permanent but controlled layer within the broader systems architecture.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- Experience working within a corporate finance or accounting department and a general familiarity with enterprise resource planning systems.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Excel and Power Query for the Close
A hands-on build covering reconciliations, flux analysis, allocations, and consolidations using refreshable queries against system exports.
Learning Objectives
- Identify how to connect Power Query to external data exports to eliminate manual data entry.
- Apply data transformation steps to clean and format system reports for immediate reconciliation.
- Construct a refreshable flux analysis model that compares current and prior period balances.
- Develop automated allocation tables that update based on source data changes.
- Demonstrate how to combine multiple entity exports into a single consolidated view for reporting.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Basic familiarity with Excel formulas and an understanding of the standard month-end close process.
- Advance preparation
- Participants should ensure Power Query is enabled in their version of Excel. Sample data sets will be provided for download before the session begins.
- Delivery method
- Group Internet Based
Automating the Month-End Close
For most finance teams, the first week of every month looks the same: chasing statements, reconciling accounts line by line, rebuilding the same accruals, and explaining variances under deadline pressure. Much of that work follows rules, which makes it ideal for automation, and AI now handles much of what's left, from flagging unusual transactions to drafting the first version of variance commentary. The goal isn't a close that runs itself. It's a close where people spend their time on judgment and review instead of keying and matching. This session walks through the period-end process step by step and shows where automation and AI fit into each stage. The examples come straight from the close: bank and balance sheet reconciliations that match themselves, recurring entries and accruals that post on schedule, AI that reviews month-over-month changes and suggests where to look, and draft commentary for the reporting package that a controller can edit instead of writing from scratch. You'll also see how to keep review, documentation, and audit trails intact as more of the work is automated. You'll leave with a map of your own close showing which steps to automate first and how to keep control of the result.
Learning Objectives
- Identify the period-end tasks best suited to automation and AI
- Apply automated matching rules to speed up bank and balance sheet reconciliations
- Determine which recurring entries and accruals can be automated and what review they still require
- Use AI to analyze period-over-period changes and draft variance explanations for review
- Evaluate an automated close process for review, documentation, and audit-trail requirements
- Field of study
- Accounting
- Level
- Basic
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Dashboards and Reporting: Power BI and the Live Management Report
Connecting to the ERP and sub-ledgers to build reports leadership uses and determining when to use Excel versus BI tools.
Learning Objectives
- Identify the specific criteria that determine whether a report is better suited for Excel or a business intelligence tool like Power BI.
- Describe the process of connecting Power BI to ERP systems and sub-ledgers to establish a live data connection.
- Recognize the fundamental design principles required to build a management dashboard that leadership can use for decision-making.
- Explain the workflow for transitioning a static monthly reporting package into a dynamic, automated environment.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Practical experience using Excel for financial reporting and a basic familiarity with ERP data structures.
- Advance preparation
- Experience with basic data tables and an understanding of the firm's monthly financial reporting package.
- Delivery method
- Group Internet Based
Connecting the Stack: Integrations, APIs, and iPaaS Without Code
Methods for getting expense tools, CRM, payroll, and banking systems to talk to the ERP via native integrations or middleware.
Learning Objectives
- Identify common friction points and data silos within a standard finance technology stack.
- Distinguish between native software integrations, direct API connections, and iPaaS middleware solutions.
- Evaluate the security and control requirements for automated data transfers between financial systems.
- Assess the feasibility of implementing no-code automation tools to replace manual imports and exports.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- A basic understanding of modern cloud-based business software and the standard accounting cycle.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Payment Fraud and the Finance Department: BEC, Wire Redirection, and Vendor Impersonation
Covers verification protocols, approval controls, and deepfake-enabled requests, plus immediate response steps after a fraudulent payment.
Learning Objectives
- Identify common indicators of business email compromise and vendor impersonation attempts.
- Evaluate the risks that deepfake audio and video tools pose to existing verbal verification controls.
- Design a multi-factor approval workflow for changes to sensitive vendor payment data.
- Execute the immediate technical and legal response steps required after a fraudulent payment occurs.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- Experience with accounts payable processes or corporate treasury functions.
- Advance preparation
- Review current internal payment authorization workflows and incident response plans.
- Delivery method
- Group Internet Based
Controls in an Automated Environment
Managing service accounts, segregation of duties, and change management when workflows run themselves, including documenting automated controls.
Learning Objectives
- Identify the unique security risks associated with service accounts and non-human identities in automated workflows.
- Apply segregation of duties principles to automated processes where multiple transaction steps are consolidated.
- Establish a framework for documenting automated controls that satisfies both internal oversight and external audit requirements.
- Implement change management procedures that prevent unauthorized modifications to automated financial logic.
- Field of study
- Accounting
- Level
- Intermediate
- Prerequisites
- A foundational understanding of internal control frameworks and basic experience with automated finance workflows.
- Advance preparation
- Review current internal control documentation related to automated workflows and system access logs.
- Delivery method
- Group Internet Based
AI in the Finance Department: Where It Works and Where It Doesn't
Practical application for variance commentary, forecasting, and invoice extraction. Discusses agentic tools, necessary review processes, and CFO expectations.
Learning Objectives
- Identify specific finance workflows where current AI tools provide measurable efficiency gains.
- Evaluate the risks of using automated commentary in financial reporting and how to mitigate them.
- Distinguish between traditional automation and agentic tools within the context of invoice processing.
- Design a review framework that ensures data integrity when using AI-generated forecasts.
- Formulate a departmental strategy for AI adoption that aligns with CFO expectations for reliability and cost.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- A basic understanding of modern finance workflows and exposure to standard reporting cycles.
- Advance preparation
- None
- Delivery method
- Group Internet Based
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