Archives: Agenda
The New World of Agentic AI
THEME 1: Navigating the AI Roadmap in Modern Finance
Chairman’s Opening Remarks
SESSION 1 ) Building the Foundation (Pre-Opening Tech)
Panel Discussion: Balancing Quality and Growth in Your Global Business
In today’s competitive international landscape, scaling your practice is crucial for sustained success across diverse markets. Whether through strategic partnerships, mergers and acquisitions, or organic growth, each approach presents unique challenges. Rapid expansion can put a strain on your processes, personnel, and systems, increasing risks if not managed effectively.
In this session, we will examine potential quality issues that may arise during global business growth and discuss essential strategies for maintaining control. We will also highlight the importance of continuing to invest in your team’s development to ensure they can navigate the complexities of international markets.
Panel Discussion: Creating the Accountant’s Tech Toolkit – Firsthand Experiences of Tech Implementation
Drinks Reception
Setting the Scene & Welcome Address
Closing the Client Readiness Gap: How Technology Drives Realization & Engagement Efficiency
Engagement efficiency remains a challenge for firms striving to hit realization targets and keep engagements on budget. One of the biggest obstacles? The client readiness gap—the time it takes for clients to fulfill document requests correctly. We’ll explore:
- The Current State of Engagement Efficiency: How delays, miscommunication, and incomplete client responses impact realization and overall profitability.
- The Role of Technology: How modern request and document management solutions can streamline workflows, improve collaboration, and reduce inefficiencies.
- A Sneak Peek at What’s Next: A look at Suralink’s upcoming innovations designed to further optimize engagements