The AI Efficiency Blueprint: Practical Execution Strategies for CRM, ERP Technology Ecosystem Transformation
This is not your average panel discussion. Specifically designed for Founders, CFOs and Revenue Operations professionals, this evening combines high-level networking with an informal, interactive panel focused on real-world results.
We’re bringing together three distinct perspectives on CRM and ERP technology ecosystem design, with panelists from Campfire.AI, Trajectory Group and Initus Technologies, to discuss how AI is being embedded into modern businesses, from financial system implementation and order-to-cash automation, to AI-native ERP systems.
You drive the conversation. The panel will focus on practical execution strategies based on the topics you select once you are approved to attend.
The Agenda
5:00 – 5:30 PM: Arrival, Cocktails & Networking
5:30 – 6:30 PM: Interactive Panel Discussion & QA
6:30 PM Onwards: Curated Cocktails & Heavy Hors D'oeuvres
Tell Us What You Want to Discuss
These are the topics you will be able to select from upon registration confirmation:
1. The AI-Native Revolution
ERP vs. AI-ERP: Understanding why a system built on AI outperforms legacy systems with AI add-ons.
The Autonomous Finance Era: How AI agents are actively transforming accounting workflows.
Predictive vs. Reactive Finance: Shifting from monthly reporting to real-time forecasting using ERP data.
2. The Clean Pipes Strategy
The Manual Data Entry Leak: Stopping the overspend on manual data entry between CRM, ERP, and third-party tools.
Intelligent Document Processing (IDP): Turning your inbox into an automated data feed for your ERP.
Solving Data Silos: Creating unified information flows so AI has accurate data to learn from.
3. Orchestrating the Technology Transformation
The AI Implementation Roadmap: How to pick projects that drive margin instead of just chasing shiny objects.
NetSuite & Salesforce Optimization: Modernizing your existing stack to integrate with emerging AI tools.
People + AI: Managing the cultural shift as teams move from doing the work to reviewing the AI’s work.
Meet The Panelists
Jack Arrix
Head of Partnerships
Campfire.ai
https://www.linkedin.com/in/jackarrix/
Jack brings 10 years of ERP experience (NetSuite, Sage) to lead strategic partnerships for the AI-native ERP, Campfire.AI.
Andrew Andreoli
Managing Partner
Trajectory Group
https://www.linkedin.com/in/andrewandreoli/
With 25 years in CRM, ERP architecture and cloud technology, Andrew leads Trajectory in delivering robust, value-driven solutions for complex challenges.
Heather Gordon
Director of Sales & Marketing
Initus Technologies
https://www.linkedin.com/in/heather-gordon-27701a2/
Heather has 12 years of systems implementation experience, helping businesses transition from legacy tools to modern, automated AI-enhanced workflows.
About the Hosts
Campfire.AI: The AI-native ERP that gives accounting teams superpowers by automating transaction categorization, reconciliations, and revenue recognition.
Trajectory Group: A digital transformation consultancy helping scaling companies and PE firms drive value through CRM/ERP optimization and AI accelerators.
Initus Technologies: A premier consultancy specializing in turnkey integration and AI-enhanced workflow automation solutions that unify fragmented operations.
Toronto Tech Week is a citywide celebration of the people building what’s next. From May 25–29, 2026, founders, investors, and builders come together for hundreds of community-led events across Toronto, connecting tens of thousands of people around Canadian tech. Torontotechweek.com