Thursday, October 16
1:00 pm – 2:00 pm Eastern
Effective AP and AR Automation: The Power of Data
Presented by Deluxe
1 CPE Credit | Field of Study – Finance
Struggling to modernize your existing processes? Join Deluxe payments experts for an engaging webinar to unlock practical strategies for true financial transformation. Walk through scalable automation methods, discover how accessible data supercharges both AP and AR, and see the true impact of payment automation. Tune in to get ahead of payment complexity and drive integration that delivers real results for your organization.
Presenters:
Steve Gaida | Experienced Payments Leader in Product Management & Consulting | Deluxe
Layne Kight | Senior Manager of Solution Consulting | Deluxe
Thursday, October 23
1:00 pm – 2:00 pm Eastern
Efficiency to Intelligence: The Next Era of AI in Finance
Presented by CrossCountry Consulting
1 CPE Credit | Field of Study – Finance
AI is no longer an emerging trend; it’s already delivering efficiency across core finance processes. The next frontier is harnessing AI not only to accelerate tasks but also to create intelligent digital teammates that transform how finance operates. This session will focus on practical adoption pathways across the finance value chain, from Lead to Cash and Source to Pay through Record to Report including FP&A. Participants will explore how to unlock efficiency with embedded AI in enterprise systems, extend capabilities with AI-native tools, and design tailored solutions for unique challenges.
Presenters:
Tom Alexander | Partner, Business Transformation | CrossCountry Consulting
Scott Peck | Partner, Business Transformation | CrossCountry Consulting
2:00 pm – 3:00 pm Eastern
Nacha 2026 ACH Rule Changes - Are You Ready?
Presented by PaymentWorks
1 CPE Credit | Field of Study – Finance
Nacha, the governing body of the ACH Network, recently imposed sweeping rule changes for ACH “push payments” to reduce fraud and improve fund recovery when fraud occurs due to business email compromise and vendor impersonation scams. All companies and public sector organizations are subject to these rule changes and need to comply by June 2026. Join PaymentWorks and Nacha for a conversation about the implications of these rule changes on ACH originators who must adapt supplier onboarding, change management, and ACH payment workflows to comply.
Presenters:
Mark Dixon | Senior Consultant | Nacha Consulting
Taylor Nemeth | VP, Product | PaymentWorks
3:00 pm – 4:00 pm Eastern
Beyond the Buzz: Practical AI Use Cases for Transforming Finance
Presented by Wolters Kluwer
1 CPE Credit | Field of Study – Finance
AI is rapidly transforming FP&A, financial close, and reporting processes, helping Finance teams navigate change, mitigate risk, and drive growth.
By successfully leveraging AI in their financial processes, organizations gain actionable insights that enhance both strategic and operational decision-making, driving greater efficiency and performance across their businesses. But successful AI integration requires careful consideration of technologies, team readiness, and identifying high-value use cases to maximize investment.
This webinar will showcase real-world success stories and lessons learned from organizations that have effectively adopted AI. We’ll highlight current key trends shaping the future of AI in Finance and discuss findings from a recent industry research report on AI adoption. Attendees will gain practical insights, strategies, and best practices to navigate AI adoption and improve Finance functions.
Presenters:
Dominic Nguyen | Technology Sales Support Manager | Wolters Kluwer CCH Tagetik
Kyle Trainor | Technology Sales Support Manager | Wolters Kluwer CCH Tagetik
Thursday, October 30
1:00 pm – 2:00 pm Eastern
Finance Reimagined: AI, Automation, and the Global Business Landscape
Presented by Workiva
1 CPE Credit | Field of Study – Finance
The corporate finance landscape is evolving faster than ever. From the dynamic market landscape, leading to shifts in spending and escalating costs, to the rise of artificial intelligence (AI) and automation, finance leaders must adapt to a new era of global complexity. Join us on October 30 at 1:00 P.M. ET for a deep dive into the tools and trends reshaping finance and accounting today. Learn how finance leaders can harness technology and AI-powered platforms to streamline processes, strengthen governance, and drive cross-functional alignment. Gain insights into practical applications of AI, multi-entity reporting strategies, and governance, risk, and compliance (GRC) considerations that help organizations of all sizes make smarter, data-driven decisions.
Presenters:
Josh Gertsch | Senior Industry Principal | Workiva
Chelsea Hall | Industry Principal | Workiva
Sarah Sullivan | Senior Solution Consultant | Workiva
2:00 pm – 3:00 pm Eastern
AI-Powered Financial Integrity: Strategies for the Big Finance Age
Presented by Medius
1 CPE Credit | Field of Study – Finance
This session is tailored to financial executives seeking to transform their finance operations through cutting-edge technology. We will delve into the pivotal role of artificial intelligence in revolutionizing spend management processes. In today's fast-paced business environment, finance leaders are under increasing pressure to optimize operations, reduce costs, and drive strategic value. This webinar will explore how AI-powered solutions can streamline spend management, enhance decision-making, detect fraud, manage supplier inquiries bogging down your AP team, and foster a culture of innovation within your finance team.
Presenter:
Ahmed Fessi | Chief Transformation & Information Officer | Medius
Don Holm | Global Vice President Value Consulting | Medius
Back to Finance Transformation Webinar Series