Fall 2026

Sponsors

Visionary

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.

mmaeast.com/mbgray

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.

Breakout

Control all your spend in one unified platform

Brex is the first fully unified global spend platform — with corporate cards, expense management, reimbursements, bill pay, and travel, all in one place. Brex makes it easy for finance teams and founders to manage every aspect of global spend at scale by empowering their employees anywhere to make better financial decisions. Empower is supported in more than 120 countries and used by businesses across a broad range of industries, from startups to enterprises. 
 

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

The Financial Performance Platform

Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance and is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized and Zappos rely on Planful to accelerate cycle times and improve accuracy. Learn more at planful.com.
 

We handled it.

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. 

tipalti.com

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.

trintech.com

Breakfast Roundtable

See what you can do

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. 

prophix.com

At Robert Half, we know talent.

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.

Exhibitor

Paylocity unifies processes across Finance, HR, and IT so you can automate more work, stay in sync, and build a stronger organization. 

People Powered Outsourcing

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.

personiv.com

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.

ramp.com

 

Leave the manual busywork in the past. Send your contracts and usage data, and let us automate Billing & RevRec with AI.

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.

zenskar.com

 

Modern businesses control spend on Zip

Zip helps businesses gain clear and timely visibility across all purchases, while dramatically improving the employee experience. The platform’s no-code configuration and intelligent workflows integrated across disparate systems enable businesses to automatically route requests for faster approval across finance, legal, procurement, IT, security and other teams.