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From manual to modern: Lean automated finance
October 14, 2025 @ 3:00 pm – 4:00 pm EDT
Event description
Tech CFOs must deliver faster insight and lower run rate costs without a risky rip and replace. This session shows how leading teams modernize finance with targeted automation across FP&A, procure to pay, order to cash, and record to report while strengthening controls and data quality.
Our point of view is simple:
- Prioritize usage and adoption metrics over lagging ROI.
- Leverage the platforms you already own.
- Sequence quick wins that fund the roadmap.
You will leave with a 90-day plan to reduce manual effort, shorten the close, and improve profitability. We will compare service models including shared services and a co-sourced center of excellence and show how to keep strong oversight while moving at the pace of product and platform releases.
Date and time
Tuesday, October 14, 2025
3:00 PM ET – 4:00 PM ET
Recommended CPE credits
1
Learning objectives
Evaluate operating model options including centralization, a center of excellence, and shared services to scale automation with appropriate controls.
Identify three high value manual processes in procure to pay, order to cash, or record to report where targeted automation reduces cycle time and cost.
Determine close cycle reductions resulting from improved processes, focus on dependencies, estimations, and moving activities out of the close cycle.
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