Fireside Chat: Modernizing Finance Operations Without Rewriting Your Finance Stack

​Finance leaders are being asked to do more with less—faster closes, more integrations, and greater complexity—without adding headcount.

​Legacy finance systems weren’t built for today’s reality. And large-scale ERP upgrades are slow, expensive, and disruptive.

​AI has changed the equation.

​Join an intimate, peer-level conversation with Shawna Moore, VP of Accounting at Red Ventures. Learn how her team is using AI to automate critical finance and accounting processes across a complex, multi-entity organization without a massive system overhaul.

​This discussion is designed for senior finance leaders and will cover:

• ​Where AI is actually delivering ROI in finance today

• ​How to identify and scope the right automation opportunities

• ​What to know before introducing AI into close, consolidation, or reporting workflows

• ​Common pitfalls and how to avoid them

​One in-person guest will win a dining experience at Blue Hill Farm. With two locations in NYC & Tarrytown, this 2-Michelin-star restaurant is celebrated for its seasonal, farm-driven cuisine. Plus, to make the evening effortless, we’re including an Uber voucher to cover transportation.

​This discussion is hosted by CoPlane and Ribbit Capital.