A community of #Controllers, #CFOs, corp. #Accounting & Finance pros focused on training resources and #CPE, career development, networking, and best practices.

Chicago + USA + Global
Joined February 2020
63% of mid-market finance professionals plan to increase their investment in AI tools and capabilities, according to AvidXchange’s 2026 Trends Survey. As AI adoption grows, finance teams need to consider how those investments translate into measurable results. Join us to explore where AI ROI can fall short in AP and how connecting intelligence across the AP lifecycle may help organizations get more from their AI investments: ow.ly/r21b50ZT51g #CPE #FinanceProfessionals #MidMarketFinance #AITools #AIInvestment #FinanceTrends2026
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Planning an ERP upgrade for 2027? Waiting too long could mean another year of inefficient processes and outdated systems. Join Citrin Cooperman to explore a practical path to NetSuite implementation, including how to achieve a Q1 go-live in under 90 days. You'll also learn about common implementation misconceptions, the benefits of a phased approach, and a limited-time free data migration offer. Register for the CPE webinar: ow.ly/SPeB50ZWQVF #ERPUpgrade #CPEWebinar #ERP2027 #NetSuiteImplementation
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Ready to explore AI in accounting but unsure where to begin? Join Heather Satterley, CPA at The Woodard Report, and Eric Zhou, Chief Accounting Officer at Brex, for a practical conversation about taking the first steps with AI. Learn how to identify useful applications, choose lower-risk starting points, and approach experimentation without needing extensive technical expertise: ow.ly/4tpU50ZT53p #AIInAccounting #FinanceTech #CPAInsights #AccountingAI #TechInFinance
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The first question establishes an important baseline: What are the controller’s top responsibilities today? Financial reporting remains at the top. But the results show a profession that has already expanded considerably beyond historical accounting responsibilities. Learn here: ow.ly/WMom50ZTcMg #FinancialReporting #ControllerResponsibilities #FinanceLeadership #CorporateFinance #FinanceProfessionals
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How much is software sprawl really costing your organization? Duplicate systems, underused applications, overlapping capabilities, and automatic renewals can add unnecessary costs while creating more integrations, manual work, and fragmented reporting. Join us for a practical webinar on assessing your software portfolio, identifying consolidation opportunities, uncovering hidden costs, and determining where rationalization makes financial and operational sense. Learn how to quantify potential savings and build a prioritized roadmap for a simpler, more cost-effective software environment: ow.ly/8AN350ZT4MM #CPE #CFO #SoftwareSprawl #ITCostSavings #SoftwareManagement
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What happens when AI can do more than provide an answer and begins taking action across financial workflows? Join Christine Gu, CFO at Clarify Health, and Philip Peck, SVP Finance Transformation at Peloton Consulting, to examine how agentic AI could influence forecasting, reporting, reconciliation, financial analysis, and other finance processes. Discover where greater AI autonomy may be useful, where human oversight still matters, and how finance leaders can prepare their teams for the next stage of adoption: ow.ly/5TYW50ZT4KZ #CPE #AgenticAI #AIInFinance #FinanceAutomation #FutureOfFinance
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Finance teams are investing more in AI, but where does the expected ROI begin to break down? Join us for a closer look at how finance leaders can move beyond isolated AI features and connect intelligence across the AP lifecycle. We’ll examine where AI can create measurable value and what teams should consider as they work to improve returns from their technology investments: ow.ly/c9Bo50ZT4Xe #CPE #FinanceAI #AIFinance #AIInvestment #FinanceInnovation #TechROI
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The findings of the Controllership 2030: Predictions Study, developed by Controllers Council in collaboration with Lineos, provide benchmarks and a roadmap for the future of controllership and corporate accounting and finance organizations. The study examines evolving duties and responsibilities, rapid AI and automation adoption, talent challenges and skill gaps, governance practices, and organizational structures. Download the report here: ow.ly/rnf350ZXeet #Controllership2030 #FutureOfFinance #Controllership #CorporateFinance #FinanceLeadership #AccountingTrends
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For middle market CFOs, AI adoption raises an important question: How can you pursue new opportunities while maintaining financial discipline and control? Join Ryan Steck to explore how finance leaders can identify worthwhile AI use cases, build executive and employee support, and collaborate with IT and operating teams to expand adoption across the business. Register today: ow.ly/i9gN50ZT4xO #CPE #MiddleMarketCFOs #AIFinance #CFOInsights #AIDrivenFinance
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Join BILL for a month of free weekly content, including four webinars covering the threat landscape, fraud prevention, and how to build a security-first culture across your organization. CPE credit available for eligible sessions. Register here: ow.ly/ESGh50ZQ7OO #CFO #CyberSecurity #FraudPrevention #SecurityCulture #CPECredit #SecurityTraining
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AI in finance is moving from answering questions to taking action. Join Christine Gu, CFO at Clarify Health, and Philip Peck, SVP Finance Transformation at Peloton Consulting, for a discussion on what agentic AI could mean for finance teams. Explore how AI may reshape forecasting, reporting, reconciliation, financial analysis, and decision-making, along with where human oversight remains essential. Learn what finance leaders should consider as they prepare for the next phase of AI adoption: ow.ly/RAGy50ZT4zj #CPE #FinanceAI #AgenticAI #AIInFinance #FinanceLeaders #AIForecasting
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AI adoption requires more than approving new technology. CFOs have an important role in determining where AI can deliver value, how teams put it to work, and how results are measured. Join Ryan Steck for a practical discussion on leading AI adoption with lean teams, limited budgets, and existing systems. Learn how to identify valuable use cases, gain organizational buy-in, and work across departments to turn AI experiments into everyday business applications. Register: ow.ly/8RVf50ZT4uf #CPE #AIAdoption #CFOLeadership #TechInBusiness #AIForBusiness
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Your organization may already have the software capabilities it needs, but are you paying for overlapping tools and systems along the way? Join us to learn how finance leaders can uncover redundant and underused applications, evaluate consolidation opportunities, and make better use of capabilities within existing core platforms: ow.ly/gmlg50ZT4Sa #CPE #FinanceLeaders #SoftwareOptimization #FinanceTech #TechStrategy #FinanceInnovation
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Automation can improve consistency across financial workflows and reduce errors. Our AI certifications will help you build reliable systems: ow.ly/J5rV50ZHM08 #FinancialWorkflows #AICertification #AIInFinance #AutomationSkills #FinanceTech
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AI in finance gets talked about a lot. Most finance teams are still stuck choosing between building it themselves or watching from the sidelines. Paul Barnhurst (The FP&A Guy), Bojan Radojicic, and Johnny Jay, principal product marketing manager, get past the hype in this panel discussion. They talk about what AI adoption looks like day-to-day for finance teams without an IT department on speed dial. Register here: ow.ly/raZx50ZT4km #FinanceAI #FinanceTeams #AITech #FinanceLeadership #FinanceStrategy
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Join BILL for a month of free weekly content, including four webinars covering the threat landscape, fraud prevention, and how to build a security-first culture across your organization. CPE credit available for eligible sessions. Register here: ow.ly/jhAA50ZQ7Ot #CFO #CyberSecurity #FraudPrevention #SecurityCulture #CPECredit #SecurityTraining
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Finance leadership appointments remained active in September, with organizations recruiting CFOs from both inside and outside their businesses. Here are 12 CFOs who accepted or began new positions during September 2026: ow.ly/SViB50ZTcJH #CFO #FinanceLeadership #CFOAppointments #FinanceJobs #LeadershipUpdate #CorporateFinance
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For CFOs at middle market businesses, the opportunity is to move beyond approving AI investments and actively shape where AI is used, how teams adopt it, and how the business measures success. But where should finance leaders start, and how can they build momentum while maintaining financial discipline and control? In this session, Ryan Steck will explore a practical approach to leading AI adoption with lean teams, limited budgets, and existing systems: ow.ly/cfCZ50ZT4sf #CPE #FinanceLeadership #AIFinance #CFOInsights #AIBudgeting
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AI in finance gets talked about a lot. Most finance teams are still stuck choosing between building it themselves or watching from the sidelines. Paul Barnhurst (The FP&A Guy), Bojan Radojicic, and Johnny Jay, principal product marketing manager, get past the hype in this panel discussion. They talk about what AI adoption looks like day-to-day for finance teams without an IT department on speed dial. Register here: ow.ly/4Cqh50ZT4jn #FinanceAI #FinanceTeams #AITech #FinanceLeadership #FinanceStrategy
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The month-end close is frequently discussed as an accounting process. Organizations measure the number of days required to close, identify opportunities for automation, and look for ways to complete reconciliations and journal entries more efficiently. Read on here: ow.ly/vsU550ZSq4s #MonthEndClose #AccountingProcess #FinanceAutomation #FinancialClose #AccountingTips
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