Insight to Action Tour: Roundtable Discussions for AP & Shared Services Leaders

Register for the roundtable!

The Insight to Action Tour will bring together Accounts Payable, finance, and shared services leaders for a series of half-day, in-person roundtable discussions focused on the real-world challenges facing finance organizations today. Taking place in San Jose, New York, Houston, and more, these complimentary sessions will be designed to foster peer-driven conversation and practical learning, guided by industry experts Mark Brousseau and Phil Beane.

Rather than traditional presentations, the roundtables will emphasize open discussion and collaboration. Attendees can expect candid conversations with peers responsible for payment accuracy, compliance, process optimization, and digital transformation—along with actionable ideas they can apply immediately within their organizations.

Key Takeaways

• A clearer view of today’s AP and shared services landscape: Participants will explore how economic uncertainty, regulatory change, and workforce dynamics are shaping finance priorities and operating models.

• Actionable insight into digital transformation and AI: Leaders will discuss practical approaches to automation and AI adoption, including how to drive value, upskill teams, and measure success.

• Strategies to strengthen financial controls and transparency: Conversations will focus on improving accuracy, audit readiness, and trust through better controls, data visibility, and performance metrics.

• Proactive approaches to fraud and risk prevention: Attendees will examine ways to identify risk earlier, prevent overpayments, and protect AP operations against evolving fraud threats.

• Meaningful peer connection and knowledge sharing: The roundtable format will create opportunities for finance leaders to exchange experiences, benchmark approaches, and learn from one another in a collaborative setting.