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workshops

Name: Workshops | FP&A Summit | Boston
Start: 2025-09-25T04:00:00.000Z
End: 2025-09-25T04:00:00.000Z
Location: The Westin Copley Place

Join our Interactive, hands-on workshop sessions and leave with practical takeaways.

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11:15 - 12:15, 25 September 2025

Duration:

60 mins

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

Interactive, hands-on session with Zuora. Come prepared to take notes and share your perspective in the discussion. Register to secure your spot now. 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 This session explores how CFOs can close the widening gap between strategic demand and outdated infrastructure.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

15:45 - 16:45, 25 September 2025

Duration:

60 mins

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

Collaborative, action-oriented session with Oracle. Engage directly with peers and facilitators for applied learning. Register to secure your spot now. 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

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