TECH-1: Blackline – Panel Discussion Client Success & Lessons Learned (F)
The panel will discuss their experiences in using BlackLine software as a component of their finance and accounting transformation efforts. The discussion will touch on approaches for: Standardizing and automating financial close tasks, such as account reconciliation, integrating with existing ERP systems, and improving compliance efforts. The panel will share challenges experienced and lessoned learned.
TECH-2: Blackline Unleashed: “Ask the Experts” (F)
Embark on a unique learning journey with our exclusive “Ask the Experts” discussion. Join us for an open discussion session where you can seek guidance on tackling tough accounting close challenges using Blackline. The session will also discuss current challenges and future trends.
TECH-3: The Modern AI Excel Stack for Finance and Accounting Professionals (TH)
Excel is evolving into an AI-enabled analytics platform, and this demonstration-based session shows how finance and accounting professionals can take advantage of that shift. Participants will see how modern Excel tools support automated data preparation, AI-assisted analysis, and workflow automation. The session will also preview emerging capabilities that point toward increasingly automated financial processes, helping reduce manual effort and risk while improving insight and efficiency.
TECH-3: Introduction to using AI tools with Excel (TH & F)
This session on using AI tools with Excel, including Copilot, is designed to take the fear out of AI, and enhance productivity and efficiency in data management tasks. Learn how to take advantage of Copilot and ChatGPT with Excel to work smarter, automate repetitive tasks, analyze data more effectively, and gain insights using AI capabilities. You're welcome to bring your laptop if you would like to follow along (optional).
TECH-4: Streamlining Financial and Accounting Data Prep with Power Query (Session 1 of 2) (TH & F)
This hands-on session introduces Power Query as a practical tool for preparing financial and accounting data for analysis. Participants will learn foundational techniques such as removing duplicates, correcting data types, reshaping tables, and combining or splitting columns using representative datasets. The session will also demonstrate how preparation steps can be saved and refreshed as data changes, helping streamline recurring workflows, reduce manual effort, and improve data quality and reliability.
TECH-5: Building Financial and Accounting Data Models with Power Pivot (Session 2 of 2) (TH & F)
This hands-on session introduces Power Pivot for analyzing financial and accounting data using multiple related tables within Excel. Participants will learn how to create basic relationships, understand the data model, and build introductory DAX measures and calculated columns. The session will demonstrate how these measures drive dynamic PivotTable reports that update automatically as data changes, enabling more flexible and scalable analysis than traditional spreadsheet formulas.
TECH-6: QuickBooks Online - Making it Work for You (Session 1 of 2) (F)
Many QuickBooks users never move beyond basic transaction processing and standard reports. This session highlights commonly overlooked features that can improve efficiency, accuracy, and financial insight. Participants will learn practical tips for streamlining workflows, enhancing reporting, and getting more value from QuickBooks in day-to-day accounting operations, with opportunities to share favorite tools and best practices.
TECH-7: QuickBooks Online - Deep Dive (Session 2 of 2) (F)
This interactive session features no formal presentation, allowing participants to explore advanced features, workflow tips, and real-world challenges in greater depth. Attendees are encouraged to ask questions, share experiences, and discuss practical solutions.