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.

Join Us at This Event

Speakers

Nicolas Boucher

Founder
AI Finance Club

Ben Levick

Head of AI and Operations
Ramp

Sponsor

Field of Study:Finance

Level:Intermediate

Prerequisite:None

Advance Preparation:None Required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):1

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
WATCH ON-DEMAND

Speakers

John Glasgow

CEO & Founder
Campfire

Nigel Reiff

Solutions Consultant
Ramp

Evelyn Xue

Vice President of Finance and Operations
FERMÀT

Sponsor

Field of Study:Finance

Level:Intermediate

Prerequisite:None

Advance Preparation:None Required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):1

Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must sign-in and sign-out.

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.

WATCH ON-DEMAND

Speakers

Chris Ashley

Director Strategy & Quote to Cash Specialist
UiPath

Caleb Jones

Vice President & Industry Executive for the Cash Conversion Cycle
UiPath

Sponsor

Field of Study:Finance

Level:Overview

Prerequisite:None

Advance Preparation:None Required

Delivery Method:Group Internet-Based

Recommended CPE Credit(s):1

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

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.

WATCH ON-DEMAND

Speakers

Zeth Baker

Agentic Architect CPG
Retail

Ryan Edmundowicz

Account Executive
UiPath

Caleb Jones

Vice President & Industry Executive for the Cash Conversion Cycle
UiPath

Sponsor

Field of Study:Finance

Level:Overview

Prerequisite:None

Advance Preparation:None Required

Delivery Method:Group Internet-Based

Recommended CPE Credit(s):1

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

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.

WATCH ON-DEMAND

Speakers

Jonathan Decker

AI Solution Evangelist
UiPath

Caleb Jones

Vice President & Industry Executive for the Cash Conversion Cycle
UiPath

Sponsor

Overview

CFOs and finance leaders are reacting to direct, external pressures, namely economic volatility, fickle trade tariffs, sticky inflation, and supply chain disruption. The Strategic CFO 2025 report indicates that almost 70% of these professionals are concerned about meeting end-of-year financial goals due to these external threats and unforeseen disruptions.

Therefore, an important question arises – is it possible for CFOs to use AI and automation as an internal stabilizing force to offset the global market uncertainty and unpredictability?

Join this timely webinar to gain insights from Michael Agresta, CFO at Coupa, and Daniel O’Shaughnessy, CFO at Formlabs, during an enlightening discussion on:

  • Executives’ outlook on the financial landscape
  • Where to increase AI investments
  • Strategies to drive profitability over the next 6-12 months
  • Improving margins with AI-powered spend management

*Attend this webinar to earn 1 CPE credit.

WATCH ON-DEMAND

Speakers

Michael Agresta

Chief Financial Officer
Coupa

Ulrika Haug

Vice President Product Marketing
Coupa

Daniel O'Shaughnessy

Chief Financial Officer
Formlabs

Sponsor

Field of Study:Finance

Level:Overview

Prerequisite:None

Advance Preparation:None required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):1

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

Overview

Unlock the Latest Workforce Compliance Trends and Challenges in HR, Payroll, and Finance.

Join us for an exclusive webinar where we’ll dive into the results of a comprehensive survey of over 225 leaders across the U.S. Discover the top priorities, challenges, and solutions shaping the future of HR, Payroll, and Finance management in 2024.

Overview

Experian Employer Services, a leader in serving employers to eliminate operational burdens and reduce operating costs pertaining to workforce compliance, teamed up with Argyle to conduct an in-depth survey to understand how HR, Payroll, and Finance leaders are navigating innovation and regulatory complexities. The result is the recently released report HR, Payroll, and Finance: A Leadership Perspective.

During this session, our expert presenters will break down the key findings, offering a fresh perspective on how leaders are addressing critical issues like:

  • Legislative and regulatory hurdles
  • Tax compliance and payroll management challenges
  • Vendor selection and decision-making criteria

These insights provide a real-time snapshot of industry trends and best practices, helping you stay ahead in a rapidly evolving landscape.

Why attend?

This webinar is designed explicitly for Payroll, Finance, and HR leaders. You’ll gain actionable strategies and insights to immediately apply to improve your organization’s processes and compliance management.

Don’t miss this opportunity to equip yourself with the latest data and tools to tackle the pressing issues of 2024.

GET THE REPORT

Overview

No business works without a strong finance function—and the better it works across end-to-end processes aligned throughout front, middle, and back offices—the greater the opportunity for improved performance and growth. That’s why today, finance leaders are turning an increasingly critical eye on their usual ways of working, assessing not only whether the office of finance adequately protects enterprise value but also whether it actively drives value creation.

Join experts from Fannie Mae, KPMG and Workday as we explore a fundamental reshaping of the processes that power the office of the CFO—modernizing the technologies, capabilities, and means of collaboration that can enable accounting, FP&A and procurement alike to be both value protectors as well as strategic value drivers.

You will learn:

  • Best-in-class accounting, finance and procurement practices to generate richer insights and improved decision-making
  • The importance of adopting new technologies and ways of working as the foundation for greater agility, speed and clarity
  • Why collaboration and data sharing are key to driving reporting and analysis to the next level
  • How the finance function is uniquely positioned to drive and accelerate enterprise-wide business value

 

WATCH ON-DEMAND

Speakers

Patrick Hoynes

Vice President, Controller - Interim Chief Accounting Officer
Workday

Christy Li

Finance Transformation Vice President, Product Management
Fannie Mae

Shehtaaz Zaman

Managing Director, Advisory, Finance Transformation
KPMG US

Sponsor

Overview

Today’s finance leaders are under more pressure than ever before and are tasked to “do more with less”. While their day-to-day is consumed by manual work, finance teams are also somehow responsible for simultaneously cutting costs, increasing efficiency, and driving new growth. So, how are they supposed to do it all?

AI is the answer.

This timely and insightful webinar will focus on generative AI as an invaluable ally to finance teams. It will explore how AI can automate manual tasks, deliver richer outputs from contract reviews to flux analysis, and how AI can free up time to focus on more critical analyses to drive growth.

Attendees will also learn:

  • How to use AI to do more with less, including how to successfully automate manual workloads
  • How automation can free up time for finance leaders to focus on more critical strategies
  • How AI can make traditional finance processes more efficient and effective for long-term growth
WATCH ON-DEMAND

Speakers

Julian Cifliku, MBA, MSA

Regional Chief Financial Officer
The Kroger Company

Teddy Collins

Vice President, Corporate Finance
SeatGeek

Ashok Manthena

A.I. Strategist & Author
A.I. for Finance

Erik Zhou

Chief Accounting Officer
Brex

Sponsor

Overview

Whether you’re in the middle of an SAP ERP change or looking to drive your finance transformation amid SAP BPC end-of-life, choosing the right FP&A software is the most important part of building a modern and future-proof budgeting, planning, and forecasting process. But choosing the best solution for your organization isn’t easy.

As an SAP partner, CCH® Tagetik is the only non-SAP solution that natively ensures continuity with your existing SAP strategy. Get full, enterprise-grade planning with advanced modeling and scenario analysis, with the scalability to meet your organization’s growing needs – without the need for complicated integrations with your SAP landscape.

Join Kyle Trainor, Senior Presales Engineer at Wolters Kluwer, to learn how your peers are getting ahead of SAP BPC end-of-life as well as SAP ERP changes. Hear what works and what doesn’t, to ensure you don’t fall behind.

Take control of your finance transformation within an SAP ecosystem with:

  • High Performance Reporting & Analytics – boost your data processing and reporting speeds by leveraging in-memory and parallel processing capabilities for real-time data insights
  • Pre-built Connectors – simplify your implementation approach by leveraging pre-built integrations for key planning modules (FICO, SD, PCA)
  • Extend & Unify your Planning – extend your planning capabilities from traditional FP&A to operational plans for an integrated business planning environment, as well as into ESG, regulatory, and tax solutions
  • Built-In Financial Intelligence – a finance-owned solution with built-in predictive and financial intelligence throughout the platform
WATCH ON-DEMAND

Speaker

Kyle Trainor

Senior Presales Engineer
Wolters Kluwer CCH Tagetik

Sponsor

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