Fall 2026 CFO Leadership Conference
Fall 2026
Marsh McLennan Agency, LLC is at the forefront of employee health and benefits consulting developing innovative solutions to simplify benefits and reduce healthcare costs. Their comprehensive range of services include employee health and welfare benefits plans, pharmacy practice and coalition, absence management, life, disability and voluntary benefits, captive solutions, strategic communications, and administration solutions. With over 400 clients and more than 1 million lives entrusted to their care, MMA is a trusted advisor.
It’s better under the umbrella.
No matter what industry you are in, your company faces risk every day. That’s why Travelers offers a wide range of business insurance options, designed to identify and reduce those risks. Beyond managing claim costs, we help companies prepare for risk and recover faster after an unexpected event. Managing the total cost of risk creates a competitive advantage, helping you protect and grow your business.
Capstan Tax Strategies helps CFOs identify and leverage specialty tax savings opportunities. Incentives like R&D Tax Credits, Cost Segregation, and the Energy-Efficient Construction Deduction allow taxpayers to recoup dollars they’ve already spent, generating a new – and often renewable – source of non-dilutive capital to reinvest in growth.
Our deep technical expertise, client-centered approach, and commitment to responsiveness ensure a seamless experience from start to finish. We focus on maximizing opportunity while maintaining compliance, so CFOs can feel confident choosing Capstan.
capstantax.com
SoftCo is a fast-growing global Procure-to-Pay (P2P) and Accounts Payable (AP) automation technology company. Our AI-powered automation delivers industry-leading touchless processing rates, helping organisations achieve rapid ROI and stronger financial control. We operate globally across the US, Finland, the UK, Ireland, and Kosovo. SoftCo is ISO 27001 certified, SOC 1 & SOC 2 audited, an AWS Advanced Technology Partner, and we integrate with over 200 ERP systems worldwide.
For high-velocity businesses, Tipalti provides a comprehensive, multi-entity accounts payable solution. Tipalti customers wipe out 80% of their payables effort, enabling them to focus on business strategy. It’s the ideal upgrade from other AP automation products. Tipalti maintains its 98% customer retention with over 1000 customers.
Trintech helps organizations reclaim time for what matters most. Its cloud-based platform and solutions enable thousands of clients worldwide to transform productivity across their finance and accounting functions – driving efficiencies, ensuring accuracy to mitigate risk, and supporting strategic decision-making. Trintech helps organizations make time count.
Founded in 2006, HighRadius guarantees Value Creation for the Office of the CFO with a single Agentic AI platform. The platform integrates 180+ AI agents that orchestrate end-to-end processes across Order-to-Cash, Close & Reconciliation, Consolidation & Reporting, Accounts Payable, B2B Payments, and Treasury. Each agent is tied to measurable KPIs, ensuring real outcomes in just 3–6 months across 1,300+ Enterprises and Mid-Sized Organizations. We define success not by just deploying software, but improving KPIs. That’s why 40% of our Implementation and Support teams’ bonuses are directly tied to client outcomes. For decades, CFOs got shiny promises with little accountability. HighRadius changes that with Agentic AI that goes beyond automation to deliver end-to-end finance outcomes. Trusted by 200+ Global 2000 companies like 3M, Unilever, Red Bull, and Lufthansa, HighRadius processes $18.9T annually to boost working capital, cut inefficiencies, and scale finance worldwide.
Ambitious finance leaders use Prophix to drive progress. By improving the speed and accuracy of decision-making, Prophix’s Financial Performance Platform elevates the talents of finance teams to do their best work. Crush complexity, reduce uncertainty, and illuminate insights with access to best-in-class AI insights and planning, budgeting, forecasting, reporting, and consolidation functionalities.
Robert Half connects companies with specialized talent to build successful businesses and rewarding careers.
Facing challenges with skill gaps, limited bandwidth, or finding key contract or permanent talent? Looking to reduce tech debt and unlock the full potential of AI? We’re here to help.
Robert Half can help you achieve business goals through a scalable talent delivery model that flexes to fit your needs at every stage of a project.
As the parent company of Protiviti®, a global consulting firm, together we can help drive sustainable growth by combining world-class finance consulting and the world’s largest network of finance contract talent.
Explore our talent solutions, research, and insights at RobertHalf.com.
Boost productivity with business and financial management in one solution. Make faster decisions with real-time data and visibility across your portfolio.
Paylocity unifies processes across Finance, HR, and IT so you can automate more work, stay in sync, and build a stronger organization.
Personiv provides customized finance and accounting outsourcing services that unlock operational efficiencies saving you valuable resources and time. Do more with less by turning transactional finance and accounting tasks into avenues for cost savings and strategic growth. With 30+ years of experience, Personiv delivers customized, cost effective solutions that enhance team your team’s productivity and save >50% in cost. Teams from 1 – 100 manage everything from back-office functions to AP/AR to comprehensive finance and accounting department. Personiv enables you to focus on
what matters most – your core business.
Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in controls and intelligence to maximize the impact of every dollar and hour spent. Over 30,000 customers, from family farms to space startups, have saved $2 billion and 20 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually.
Rippling Spend offers finance organizations a comprehensive spend management solution, consolidating payroll, expenses, travel, and accounts payable into a unified platform. It eliminates the need for multiple systems and manual reconciliation, ensuring a seamless integration with your existing accounting software. Using the Employee Graph, it simplifies the management of permissions and policies, enhancing visibility and providing deep insights into your financial operations for strategic decision-making.
Sequence is the AI-powered billing and quote to cash platform for any contract or pricing model (usage, seats, SaaS, milestone etc). Modern B2B finance teams, including Stripe, Cognition, BILL.com, Runway and Incident.io use Sequence to turn custom order forms into automated invoices at scale. Sequence has raised $40m from a16z, Salesforce and 645 Ventures.
SkyStem’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and time to issue financials by automating balance sheet reconciliations, managing month-end tasks, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance. ART’s key benefits include reconciliation automation, automatic reporting, real-time updates, fast implementation and your own internal server environment with access anywhere.
Zenskar is an AI-Native Order-to-Cash platform built for modern finance teams. Its conversational AI agent automates everything downstream, billing, revenue recognition, collections, and SaaS metrics, so finance teams can increase efficiency without increasing headcount. With unlimited pricing flexibility, 200+ integrations, and fast implementation, Zenskar is building the autonomous future of finance.
Fall 2026 CFO Leadership Conference