Your Future
Join fellow accounting, finance, and compliance professionals for two powerful half-days of executive insights, detailed how-tos, and proven solutions that will redefine the way you work. This isn’t just about keeping up—it’s about getting ahead and being excited for what’s next.
You’ll leave with a clear action plan, innovative ideas, and the confidence to drive meaningful change in your organization.
The future won’t wait—will you?
Join us at TakeControl 2025 and take charge of the future of accounting.
Why Attend?
Amid an evolving financial landscape marked by a growing talent gap and increasing workloads, the accounting, finance, and compliance professions face unprecedented challenges—and also unparalleled opportunities. Hosted by FloQast Chief Executive Officer and Co-Founder Mike Whitmire, CPA (inactive), joined by FloQast Chief Product Officer and Co-Founder Chris Sluty, CPA (inactive), this keynote dives deep into how AI and automation are redefining the role of accountants.
Discover how the integration of ethical AI tools and innovative workflows empowers finance teams to not only meet the mounting demands of their roles but to thrive in them. From bridging the talent gap with human-AI collaboration to preparing accountants for new, high-impact roles such as transformation experts, this session offers a forward-thinking guide to the future of the profession. Witness the unveiling of the latest FloQast product enhancements designed to optimize, automate, and modernize accounting workflows. Walk away inspired, equipped, and ready to transform both your career and your organization in a new era.
Join this session to:
- Understand how AI and automation are reshaping accounting workflows.
- Explore strategies for addressing the accounting talent gap through human-AI collaboration.
- Identify new opportunities for accountants to evolve their role within the organization.
As AI continues to transform the finance function, CFOs are navigating a landscape filled with both new challenges and remarkable opportunities. This panel brings together finance executives to explore what it truly means to lead through this era of change. The discussion will dive into how finance leaders can close the accounting talent gap, establish a strong foundation for responsible AI adoption, and evolve their teams to be future-ready.
Panelists will share insights on setting up the right data, governance, and processes for successful AI integration, leading teams through change while addressing skepticism, and shifting finance from task execution to strategic advisory—powered by AI. Whether you're just beginning your AI journey or already implementing AI agents in your workflows, this session will provide actionable guidance on what it takes to lead in the age of AI.
Join this session to:
- Identify foundational requirements for successful AI implementation in finance, including data readiness, governance, and process evaluation.
- Recognize the evolving role of finance leaders in driving organizational transformation through AI and managing the shift from manual processes to intelligent automation.
- Apply strategies for overcoming resistance to AI adoption and fostering a culture of innovation and collaboration within finance teams.
The role of the modern accountant is evolving fast. Today’s professionals are no longer just record-keepers—they’re strategic partners who shape business outcomes, influence technology decisions, and drive transformation across the organization.
In this session, we’ll explore how accountants can showcase their value beyond the ledger and position themselves as indispensable leaders in the finance function. We’ll also examine how forward-thinking accounting professionals are shaping their organizations’ tech stacks and expanding their influence through data, automation, and cross-functional collaboration.
Whether you're an accountant looking to grow your career or a leader hiring the next generation of talent, this session will help you align with the future of work—and thrive in it.
Join this session to:
- Understand the evolving expectations of accounting professionals in a digital-first world, including the shift from traditional compliance roles to strategic, value-driven functions.
- Explore how accountants can build careers focused on strategic impact, leveraging new technologies and skillsets to lead finance transformation initiatives.
- Examine the role of AI and digital tools in modern accounting, from enhancing daily workflows to increasing individual and team value within finance organizations.
Join this insightful session to learn how Jaguar Land Rover (JLR) is transforming its Record-to-Report (R2R) processes. With 35 legal entities, 1,500 reconciliations, 250 checklists, and 9,000 tasks, JLR’s finance operations are undeniably complex—but their transformation is rooted in a simple philosophy: get the process right first.
The session explores how JLR’s Shared Service Centre has adopted a “world class basics” mindset, using a structured framework to drive change. By starting with a deep understanding of business needs, challenging outdated assumptions, and designing fit-for-purpose processes, JLR has built a strong foundation for sustainable success.
Discover how their partnership with FloQast helped accelerate the close process—from 15 working days to just 3—while delivering actionable insights and efficiencies. This session is essential for anyone looking to simplify complexity, strengthen core processes, and apply automation where it can create the greatest impact.
Join this session to:
- Apply a structured approach to process improvement in financial close and R2R.
- Identify strategies to simplify and standardize complex finance operations.
- Evaluate when and how to use automation to support accounting processes.
In this panel, you’ll hear from customers driving accounting transformation for their organizations. They’re reshaping accounting by moving beyond traditional processes to foster innovation, efficiency, and growth. These customers aren’t just adapting—they’re actively shaping the future of the profession.
Listen as they share their journeys, from overcoming challenges in AI adoption to realizing the benefits of automation and smarter processes. This session will offer practical insights into how AI is reshaping accounting functions, helping organizations become more agile and future-ready. Don’t miss the opportunity to learn from customers who are leading the charge in accounting transformation through AI.
Join this session to:
- Understand technology’s role in accounting transformation – Learn how customers are using innovation and automation to drive efficiency.
- Explore real-world examples of accounting transformation – Gain insights into the challenges and successes in reshaping accounting functions.
- Identify strategies for driving accounting innovation – Discover actionable strategies to integrate new technologies and improve agility.
What happens when accountants and compliance teams join forces? Organizations unlock transformative insights by connecting these critical functions. Both teams interact with stakeholders across an organization: Accountants tell the financial story, while compliance teams build the operational story through risk assessment, control monitoring, and strategy implementation. Together, they cover the entire organizational landscape.
This combined assurance approach creates real, tangible benefits, like comprehensive risk coverage, reduced duplication of efforts, and better alignment across the organization. Purpose-built technology serves as the bridge, enabling seamless information sharing, standardized risk and control language, and unified workflows between these historically siloed functions. When accountants and compliance teams are aligned on FloQast’s platform, they connect their financial and operational stories to identify emerging risks faster, close control gaps more efficiently, and provide more meaningful insights to leadership.
Attend to explore how transforming collaboration between accounting and compliance teams creates a strategic advantage through enhanced decision-making and organizational resilience in an increasingly complex world. Discover how FloQast keeps your teams connected and your processes streamlined.
Join this session to:
- Identify key collaboration opportunities between accounting and compliance teams that reduce redundancy and strengthen risk coverage.
- Examine how technology enables standardized language, unified workflows, and seamless information sharing between accounting and audit functions.
- Develop strategies for connecting financial and operational narratives to enhance decision-making and organizational resilience.
