Spring 2026

Sponsors

Visionary

Campfire is the AI-native ERP for high-growth companies, automating manual accounting work like transaction categorization, bank reconciliation, and revenue recognition. Our customers close 5x faster and save up to hundreds of thousands annually.

campfire.ai

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

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

Everest is ERP reinvented for the AI era.

A modern, enterprise-grade ERP that unifies finance, operations, and people data in one system. Everest automates complex revenue, consolidations, and multi-book reporting; simplifies localization and compliance; and enables safe, rapid change through Live Sandbox™—so finance teams can move fast without breaking trust or control.

everest-systems.com

Connected Solutions for the Office of the CFO

At insightsoftware, we understand the critical role that you as an accounting professional play in the financial close and consolidation process. From managing multiple data sources to navigating complex accounting rules, your work is critical to ensure the accuracy, compliance, and transparency of your data.
 
That’s why we’re here to make things simpler. Our solutions help finance, accounting, and operations teams work smarter, not harder. By automating tasks and providing clear, reliable insights, we give you the confidence to make timely, well-informed decisions. With data at the core of everything we do, our solutions are built to improve productivity, enhance predictability, andtransform the way you work.
 

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.
 
Scrubbed is an outsourced professional services firm providing a complete suite of accounting, finance, tax, and professional services. We have the right mix of talent and technology to empower you with accurate and timely information.
 
 

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

Breakfast Roundtable

The complete Working Capital Platform

Monkey is a working capital platform that enables real-time funding of receivables through competitive bidding. We connect enterprizes, their suppliers, and a network of over 115 financial institutions through a single, fully automated and transparent platform.

monkeytech.com

 

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

Baker Tilly is a top Sage Intacct reseller, integrator and solutions provider and has been named Sage Intacct Partner of the Year since 2014. We help businesses undergoing high growth or significant organizational change modernize their finance and accounting technology stack. Baker Tilly offers an unrivaled customer experience, underpinned by our outstanding implementation, customer support and product development teams. Together, this team creates seamless integrations and enhancements, world-class support and game-changing analytics products all built on and for the Sage Intacct platform. We work with our customers to maximize their investment in Sage Intacct and gain a competitive advantage.

bakertilly.com

AI-native collections and cash application for modern AR teams

Headquartered in Wilmington, Delaware, Growfin is an AI-native Accounts Receivable (AR) Automation platform that helps B2B enterprise finance teams simplify complex Order-to-Cash (O2C) processes, speed up collections, match payments, and unlock working capital at speed and scale. Growfin seamlessly integrates with leading ERPs like Oracle NetSuite, Microsoft Dynamics 365, and Sage Intacct, along with platforms such as Gmail, Slack, Salesforce, Outlook, and more—ensuring finance teams can work within their existing systems without disruption. With intelligent automation and collaborative tools; Growfin gives global brands like Air Comm, Greenhouse, Swapcard, Snappt, Four Kites, Elise AI, Outcomes, Mindtickle, and more greater visibility, predictability, and control over their cash flow.Growfin’s proprietary AI can capture, adapt to, and act on unique behavioral customer signals in real-time to match payments with 80% accuracy, reduce DSO by 33%, drive down time to collect by 45%, and increase cash flow by 27%. Think AI-native Accounts Receivable Automation; think Growfin.

growfin.ai

Your health plan can do better. We promise.

Deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration. Guiding members through all phases of healthcare, a specialized team provides care navigation and clinical support and relentlessly advocates for members to receive quality care at an affordable price.

imagine360.com

Boost productivity with business and financial management in one solution. Make faster decisions with real-time data and visibility across your portfolio.

intuit.com

 

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

PEX makes it easy to spend, submit, track and reconcile your expenses - all in one place

PEX powers the next generation of expense and spend management. Headquartered in New York with nearly two decades of experience, PEX offers flexible card programs paired with a powerful expense management platform. PEX helps businesses simplify employee spending across departments, locations, and projects—while providing real-time visibility and control.

pexcard.com

 

Spend Control,
Simplified With AI.

Procurify is an AI-enhanced procurement and AP automation platform. We help teams take control of spend with a complete procure-to-pay system that brings purchase requests, approvals, purchase orders, invoicing, payments, and spend insights into one workflow. Named the #1 Mid-Market Purchasing Software by G2, Procurify is trusted by hundreds of customers to manage over $30B USD in spend, with integrations for NetSuite, Sage Intacct, Microsoft Dynamics 365, and QuickBooks Online.

procurify.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

 

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.

rippling.com

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. 

sequencehq.com

Welcome to Your Crystal Clear Close

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.

skystem.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

Vic.ai is an AI-native platform purpose-built for the real-world complexity of enterprise Accounts Payable. We partner with finance teams to operate AP with greater accuracy, control, and confidence—without adding operational burden or headcount. Unlike rules-based or template-driven systems, Vic.ai’s autonomous technology learns continuously, delivering consistent, explainable results across multi-entity environments and high invoice volumes. The platform autonomously ingests and processes invoices, routes approvals, and executes payments, allowing teams to focus on oversight and exceptions instead of manual work. With Vic.ai, finance organizations gain more capacity, clearer visibility, and the ability to scale as transaction volumes grow. Today, Vic.ai customers have processed over one billion invoices and achieved nearly $200 million in cost savings through autonomous AP. Vic.ai is jointly headquartered in Miami, Florida, and Oslo, Norway.
 

A Manager's Best Friend

VLTED isn’t another one-off event. It’s a daily way to keep teams talking, laughing, and working better together. From preboarding new hires to celebrating milestones, VLTED makes connection easy and consistent—no icebreakers required.
 
 

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.