Overview

Every CFO has an AI strategy. Far fewer have what it actually requires to execute on it.

As the CFO role evolves into the de facto “Operating Officer,” finance leaders are facing a paradoxical mandate: cut costs while funding growth, and scale AI while demonstrating immediate, measurable returns. Yet, poor data quality, complex legacy infrastructure, and an inability to prove ROI are stalling the very investments CFOs are counting on to stay competitive.

Join us for an exclusive deep dive into the 2026 Global Strategic CFO Report. Based on a survey of 600 global finance leaders, we will explore why the gap between AI ambition and execution has never been wider—and what the CFOs closing that divide are doing differently.

What You’ll Learn:

• The Data Delusion: Why 63% of CFOs believe they have instant access to data, but only 5% can actually access it from a single, unified system.

• The ROI Pressure Test: Strategies to overcome the “execution gap” where 76% of finance leaders struggle to quantify AI returns.

• Agentic AI Readiness: Why 41% of CFOs believe autonomous workflows are the future, yet only 13% have deployed them.

• Real-Time Risk Response: How to move from static forecasting to real-time predictive monitoring to protect margins from geopolitical and trade volatility.

Don’t let legacy systems stall your transformation. Register today to learn how to turn AI from a boardroom pitch into a value multiplier. Can’t make the live session? Register anyway to receive the recording of the session to watch on your own time.

Overview

Finance leaders aren’t resisting AI—they’re resisting risk.

As organisations accelerate efforts to embed AI into finance processes, many initiatives fail to scale due to concerns around trust, transparency, and control. In domains where accuracy, auditability, and repeatability are non-negotiable, traditional AI approaches can feel misaligned with how finance systems are expected to behave.

This session reframes the conversation. AI does not need to replace deterministic systems—it can support them.

Through a real-world finance example, we explore how teams are using AI to automate repetitive, high-volume tasks such as data preparation, validation, and exception handling, while keeping calculations, filings, and reporting fully controlled and predictable.

Attendees will leave with a practical framework for where AI belongs in finance, how to apply it safely, and how to scale automation without compromising control or confidence.

Oveview

Every CFO has an AI strategy. Far fewer have the data foundation, infrastructure, or ROI clarity to execute on it. Based on a survey of 600 global finance leaders, The Strategic CFO Report maps the precise gap between AI ambition and operational reality, what’s causing it, what it’s costing, and what top-performing CFOs are doing differently.

Download the full findings with complimentary access to learn:

• ⁠Why 63% of CFOs think they have full spend visibility, but only 5% do.
• What’s driving AI strategy concern from 66% to 92% in a single year.
• Why CFOs with instant data access expect AI ROI 3x faster.
• ⁠Three barriers keeping 87% of organizations from deploying AI at scale.
• ⁠How fragmented systems drain 26 hours monthly and how to fix it.

Overview

Three years after the debut of ChatGPT, about half of finance leaders still don’t actively use AI. And it’s not because they don’t recognize the current value or long-term promise of this technology. It’s because many finance professionals are still trying to find use cases that deliver immediate impact and returns in their day-to-day work.

On April 2, 2026 top AI finance expert Nicolas Boucher will join Ramp AI lead Ben Levick for a one-hour interactive discussion diving into the need-to-knows of AI to start your year off right.

Join this timely webinar to learn:

• How to turn vague ideas for AI into actionable outcomes
• The inside scoop on Ramp’s most impactful and latest AI initiatives
• The 5 valuable most valuable AI use cases finance can adopt today

Register now to save your seat for our first virtual masterclass of 2026.

Overview

Hear it straight from the source. FERMÀT’s finance leader, Evelyn Xue, joins Campfire’s CEO and Founder, John Glasgow, and Ramp Solutions Expert, Nigel Reiff, to show how a lean team rewired their operations for an AI-native future – and did it fast.

From outgrowing legacy constraints to orchestrating Campfire + Ramp across their stack, you’ll see how FERMÀT accelerated close, boosted accuracy, and raised the hiring bar by automating the work no one wants to do.

Join us on March 25, 2026 for a candid, CEO-approved playbook you can us, with insights on:

• A CEO-ready narrative for making the case, aligning risk owners, and securing buy-in for an AI-native finance stack
• How Fermat upskilled, redesigned processes, and kept momentum when introducing new tools
• What to measure now: the metrics Fermat tracks for ROI—time-to-close, error reduction, and headcount leverage

Overview

Join us for an exclusive webinar featuring Caleb Jones, UiPath Vice President & Industry Executive for the Cash Conversion Cycle, who brings 17 yeas of Buy Side and Sell Side consultation expertise to discuss how UiPath’s Agentic Automation, a Time Magazine Invention of the Year 2025, is redefining the Quote-to-cash (Q2C) lifecycle. Chris Ashley, Director Strategy & Quote to Cash Specialist at UiPath, joins Caleb with his insights. Chris has spent the past decade working with enterprises around the world, like Nike & Heidelberg Materials, to help them leverage advanced technologies to transform their approach to pricing.

Planning for 2026:

In today’s complex revenue environment, Quote-to-Cash leaders are under increasing pressure to accelerate growth while maintaining control and compliance. Yet many organizations still struggle with:

• Fragmented handoffs between Sales, Legal, Finance, and Operations
• Manual quoting, approvals, and contract workflows
• Static pricing and discount governance
• Disconnected CRM, CPQ, CLM, ERP, and billing systems
• Revenue leakage caused by delays, errors, and lack of visibility

By 2026, organizations that implement UiPath agentic orchestration across Quote-to-Cash can achieve:

• Faster deal cycles from quote to signature
• Reduced revenue leakage through intelligent pricing and compliance controls
• Accelerated billing and cash collection
• Improved forecast accuracy and revenue visibility
• Scalable, compliant revenue operations—without adding headcount

Join our webinar to learn

In this interview-style session, Caleb Jones will break down how the UiPath integrated platform brings together AI agents, robots, and humans-in-the-loop to orchestrate the entire Quote-to-Cash journey—turning disconnected steps into a continuous, intelligent revenue flow.

What you’ll learn, by role:

• CROs & Revenue Leaders: A strategic roadmap to accelerate revenue realization with real-time insights and agentic decision support
• Sales Operations & Deal Desk Teams: How to automate quoting, approvals, and pricing governance—without slowing sellers down
• Legal & Compliance Teams: Streamline contract creation, negotiation, and compliance checks while maintaining control
• Finance & Billing Leaders: Enable faster invoicing, accurate revenue recognition, and improved cash flow
• RevOps & IT Teams: Orchestrate CRM, CPQ, CLM, ERP, and billing systems into a unified, automated Q2C ecosystem

Why Attend

Caleb will demonstrate how end-to-end agentic orchestration with UiPath eliminates silos across revenue teams, reduces manual work, and transforms fragmented Quote-to-Cash processes into coordinated, intelligent workflows—all while keeping humans in control of critical decisions.

Don’t just take our word for it

UiPath is a leader in Intelligent Document Processing, a key part of S2P automation, according to analyst firms including Gartner, Everest Group, IDC, and Forrester, with a focus on delivering enterprise-grade agentic automation. UiPath is platform agnostic to connect your entire IT ecosystem and already has proven automation capabilities and deep integrations with major AI providers including OpenAI, Microsoft, NVIDIA, Google Cloud, Salesforce, and Snowflake.

Prepare your Quote-to-Cash operations for 2026

Don’t miss this opportunity to learn how your organization can leverage UiPath’s Agentic Quote-to-Cash solution to drive speed, accuracy, compliance, and predictable revenue growth.

Register today.

Overview

Join us for an exclusive webinar featuring Caleb Jones, UiPath Vice President & Industry Executive for the Cash Conversion Cycle, who brings 17 years of Buy Side and Sell Side consultation expertise to discuss how UiPath’s Agentic Automation, a Time Magazine Invention of the Year 2025, is revolutionizing the Order-to-Cash (O2C) process. Bringing insights from existing customers benefitting from this solution is Ryan Edmundowicz, Account Executive, UiPath.

Planning for 2026:

In today’s rapidly evolving business landscape, finance and sales leaders face unprecedented challenges:

• Labor-intensive order validation processes
• Time-consuming quote configuration
• Manual stock verification and allocation
• Delayed system updates after dispatch
• Trouble collecting on overdue payments

By 2026, organizations that implement UiPath agentic orchestration can achieve:

• Substantial cost reduction in invoice processing
• Significantly faster cash conversion cycle
• ML-powered optimal pricing in minutes
• Seamless coordination across departments
• Continuous learning and process improvement

Join our webinar to learn:

In this insightful interview-style session, Caleb will share how the UiPath integrated platform combines AI agents, robots, and human collaboration to address the critical challenges faced by revenue cycle leaders:

• For Chief Financial Officers: Strategic roadmap to reduce Days Sales Outstanding with real-time analytics
• For Sales Directors: ML-powered pricing optimization to maximize revenue and conversion rates
• For Order Management Teams: Streamlined validation with human oversight only for complex orders
• For Inventory/Warehouse Managers: Automated inventory updates with intelligent backorder management
• For Accounts Receivable Teams: End-to-end billing automation from invoice to reconciliation
• For Customer Service Representatives: Intelligent handling of customer inquiries and order status

Why Attend:

Caleb will show how end-to-end agentic orchestration with UiPath eliminates siloed data, reduces manual processes, and transforms fragmented collaboration into synchronized, intelligent workflows—all while keeping humans in the decision loop.

Don’t just take our word for it:

UiPath is a leader in Intelligent Document Processing, a key part of S2P automation, according to analyst firms including Gartner, Everest Group, IDC, and Forrester, with a focus on delivering enterprise-grade agentic automation. UiPath is platform agnostic to connect your entire IT ecosystem and already has proven automation capabilities and deep integrations with major AI providers including OpenAI, Microsoft, NVIDIA, Google Cloud, Salesforce, and Snowflake.

Don’t miss this opportunity to learn how your organization can leverage UiPath’s Order-to-Cash solution to drive efficiency, compliance, and significant cost savings across your revenue operations in 2026.

Overview

Join us for an exclusive webinar featuring Caleb Jones, UiPath Vice President & Industry Executive for the Cash Conversion Cycle, who brings 17 years of Buy Side and Sell Side consultation expertise to discuss how UiPath’s Agentic Automation, a Time Magazine Invention of the Year 2025, is revolutionizing the Source-to-Pay (S2P) process.

Planning for 2026:

In today’s rapidly evolving business landscape, procurement leaders face unprecedented challenges:

• Fragmented collaboration across teams
• Manual supplier vetting processes
• Static RFP/RFQ management
• Disconnected workflows between systems

By 2026, organizations that implement UiPath agentic orchestration can achieve:

• Significant savings on indirect spend
• Substantial reduction in supply chain days
• Dramatically faster procurement processing
• Remarkable improvement in supplier compliance

Join our webinar to learn:

In this insightful interview-style session, Caleb will share how the UiPath integrated platform combines AI agents, robots, and human collaboration to address the critical challenges faced by procurement leaders:

• For Chief Procurement Officers: Strategic roadmap to reduce supply chain days with real-time analytics
• For Procurement Managers: Strategies to accelerate processing and improve supplier compliance
• For Vendor Management Teams: Transform supplier onboarding with intelligent vetting and risk assessment
• For Accounts Payable Managers: Achieve straight-through processing with substantial cost reduction
• For Legal/Compliance Teams: Streamline contracts, workflows, and compliance verification
• For Finance Directors: Strategic approaches to maximize savings through AI-powered optimization

Why Attend:

Caleb will show how end-to-end agentic orchestration with UiPath eliminates siloed data, reduces manual processes, and transforms fragmented collaboration into synchronized, intelligent workflows—all while keeping humans in the decision loop.

Don’t just take our word for it:

UiPath is a leader in Intelligent Document Processing, a key part of S2P automation, according to analyst firms including Gartner, Everest Group, IDC, and Forrester, with a focus on delivering enterprise-grade agentic automation. UiPath is platform agnostic to connect your entire IT ecosystem and already has proven automation capabilities and deep integrations with major AI providers including OpenAI, Microsoft, NVIDIA, Google Cloud, Salesforce, and Snowflake.

Don’t miss this opportunity to learn how your organization can leverage UiPath’s Source-to-Pay solution to drive efficiency, compliance, and significant cost savings across your procurement operations in 2026.

Most “agentic AI” claims in financial services stop at buzzwords. Vendors promise autonomous enterprises but rarely show anything operating in the real world.
UiPath is different.This ebook gives you one of the broadest collections of validated agentic automation use cases in the industry, spanning banking, insurance, payments, wealth, compliance, and back-office operations. Each example outlines the business problem, the agent-and-robot solution, and the outcomes financial institutions are achieving today.

What you’ll learn

• How leading financial services organizations are using agentic automation right now
• Dozens of real, orchestrated workflows across the customer lifecycle
• How UiPath Maestro operationalizes agents, robots, and people with enterprise-grade governance and auditability

Why this ebook matters

If you’re evaluating agentic AI, you need more than theories, you need proof.This guide shows what’s already working at scale so you can separate hype from reality and make confident platform decisions.

Download today!