Finance Leadership Roundtable

Maximizing ERP Value in the Age of Automation and AI

Join finance leaders in Atlanta for a peer-driven discussion on how automation, AI, and smarter workflows are helping organizations improve efficiency, strengthen control, create capacity, and maximize the value of their existing ERP investments.

📍 Sage Discovery Center Atlanta
📅 June 25, 2026
👥 Limited to ~30 finance leaders

Presented by Quadient
in collaboration with Sage

Trusted by thousands of finance teams to modernize AP and AR workflows within their existing ERP environments.

What you'll walk away with

A clearer perspective on how automation, AI, and finance transformation are reshaping the role of finance leaders
Practical ways to extend the value of your ERP without large-scale system replacement
Strategies to improve visibility, control, and operational efficiency across finance processes
Real-world examples of how organizations are creating capacity and scaling without increasing headcount
A framework for identifying the highest-impact opportunities for automation within your finance organization

What you'll experience

A keynote challenging conventional thinking about automation, innovation, and finance transformation
A candid discussion with finance and technology leaders on maximizing ERP value and preparing for what's next
Practical examples of how organizations are improving processes, controls, and decision-making
Interactive conversations designed to encourage peer learning and idea sharing
Networking with fellow finance leaders facing similar operational and strategic challenges

Agenda

4:00 p.m. – 4:30 p.m.
Welcome & Networking
4:30 p.m. – 5:00 p.m.
Keynote
Automation Isn't the Outcome. It's the Opportunity.
5:00 p.m. – 5:45 p.m.
Panel
Turning Technology Investments into Business Outcomes
5:45 p.m. – 6:30 p.m.
From Insight to Action: Building the Business Case for Finance Transformation
6:30 p.m. – 7:30 p.m.
Drinks, networking, and optional solution exploration.
Optional guided tour of the Sage Discover Center Atlanta.

Speakers

Delivering practical insights on transforming AP from a manual process into a strategic driver of efficiency, control, and ERP optimization.

Chris Elmore
Keynote | Bio

Kristina Olesko
Panelist | Bio

Sarah-Jayne Martin
Panelist | Bio

Venue

Hosted at the Sage Discovery Center in Atlanta; a purpose-built environment designed for executive conversations, hands-on exploration, and real-world application of modern finance technologies.

Who should attend?

This event is designed for finance leaders and experienced practitioners responsible for AP and AR processes, efficiency, and financial control within their organization.

Relevant for organizations using mid-market ERP systems — including Sage, Microsoft Dynamics, NetSuite, QuickBooks, and others — where accounts payable and accounts receivable processes extend beyond the core platform.

Typical attendees include:

CFOs, VP of Finance, Finance Directors
Controllers and Assistant Controllers
AP/AR Managers and Finance Operation leaders

A conversation built for finance leaders

This roundtable brings together finance and accounting leaders to explore how automation, AI, and smarter workflows are reshaping modern finance organizations.

Through expert perspectives, peer discussion, and practical examples, attendees will gain new ideas for improving efficiency, strengthening control, and creating capacity for more strategic work.

With limited seating, the format is intentionally designed to encourage meaningful conversations, questions, and networking among peers.

FAQs

Is there a cost to attend?
No, this is a complimentary event for finance and accounting leaders.

How do I secure a spot?
Simply register online to reserve your seat. Capacity is limited to keep discussions interactive.

What ERP systems is this relevant for?
This session is designed for finance teams using a range of mid-market ERP systems. While hosted at the Sage Discovery Center Atlanta, the discussion is ERP-agnostic and relevant for organizations using platforms such as Sage, Microsoft Dynamics, NetSuite, QuickBooks, and others.

Is this a sales event?
No. This is a peer-driven session focused on sharing insights, practical strategies, and real-world experiences. Quadient experts will be available for conversations, but there is no formal product presentation.

Join finance leaders from across Atlanta for an afternoon of discussion, practical insights, and networking.
Reserve your seat today. Space is limited.