Live
workshops

Name: Workshops | CFO Summit | Boston
Start: 2025-09-25T05:00:00.000Z
End: 2025-09-25T05:00:00.000Z
Location: The Westin Copley Place

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Sponsor

Download brochure

Secure your spot now

Gallery

Your text goes here. Insert your content, thoughts, or information in this space.

Image One

Image description

Image Two

Image description

Image Three

Image description

11:15 - 12:15, 25 September 2025

Duration:

60 mins

Workshop | When strategy moves faster than systems: What CFOs do next

As strategic expectations on finance leaders accelerate, legacy systems are holding many back. This session explores how CFOs can close the widening gap between strategic demand and outdated infrastructure. We’ll discuss misaligned ownership of the order-to-cash process, the paradox of AI adoption amid manual bottlenecks, and the growing complexity of revenue models. Most importantly, we’ll outline how CFOs can reclaim capacity, modernize finance systems, and lead their organizations with agility. Themes: - The Strategy–System Gap: Why CFOs are expected to deliver real-time insights but are constrained by legacy infrastructure - O2C Ownership & Alignment: Clarifying roles to reduce friction and accelerate revenue recognition - The AI Paradox: Prioritizing AI while still drowning in manual work and how to resolve it - Scaling with Agility: Addressing pricing complexity and usage-based models that legacy tools can’t support - The CFO as Catalyst: Practical steps to lead modernization and unlock strategic capacity

Laz Pastrikos, Zuora

14:30 - 15:30, 25 September 2025

Duration:

60 mins

Workshop | CFO Playbook: Best practices for a high-impact planning & budgeting season

As organizations enter planning and budgeting season, CFOs are tasked with delivering more than accurate forecasts—they must create dynamic, strategic financial frameworks that empower every part of the business. In this interactive session, we’ll reveal the most current best practices —including the transformative impact of AI and advanced analytics—for steering a high-impact planning cycle in 2025, including: -Leveraging Cutting-Edge Technology -Data-Driven Decision Making -Agile and Collaborative Processes -Strategic Alignment & Transparency Leave this session equipped to streamline your planning process, avoid common pitfalls, and make your finance team indispensable partners in driving organizational success.

Tom Kelly, Oracle NetSuite

Join the
conversation

Join a global community of finance leaders to exchange ideas, attend local meet-ups, get answers to your questions, and find new job opportunities. Join the discussion.

Useful links

Privacy

Join the conversation