From Planning to Intelligent Performance: The Next Frontier for Finance Leaders breakfast roundtable

Date: Thursday, 26 March 2026
Time: 9:00am-11:30am
Location: Park Hyatt Sydney

Join CCH Tagetik and CFO Group for an exclusive breakfast roundtable in Sydney, bringing together senior Finance leaders for a conversation around the topics that are important to you, as budgeting and planning continue to evolve in today’s complex environment.

CFOs are navigating ongoing volatility, margin pressure, regulatory demands, and increasing board expectations for faster, more forward-looking insight. At the same time, many Finance teams are managing disconnected systems, manual processes, and growing data complexity.

This interactive session will explore how organizations are strengthening budgeting and planning while connecting them more closely with consolidation, close, and corporate performance management. We will also examine how intelligent technologies, including agentic AI, are enhancing forecasting, scenario analysis, and decision support.

Through peer exchange and selected real-world case study insights, attendees will gain practical perspectives on building a more connected, agile, and intelligent Finance function, in an environment that encourages open conversation and shared insight.

What We’ll Explore

  • Priorities and pressures shaping Finance in 2026

  • Evolving budgeting and planning to respond to volatility and margin pressure

  • Better connecting planning, consolidation, and close

  • Using intelligent technologies, including agentic AI, to enhance forecasting and decision support

  • Practical lessons from real-world transformation journeys

  • A peer-to-peer exchange in a relaxed breakfast setting