2026 Agenda

AI is here, and accountants are in a great position to become dramatically more efficient because of it — this was never a story about replacement, it's about opportunity. But there's a real gap: how do you get started, prove accuracy to auditors, and move as fast as your board wants? Most companies haven't been through a substantive AI audit yet, and the risk isn't the technology itself — it's the space between fast adoption and real governance. COSO just handed accountants the most important job of the AI era: governing, evidencing, and auditing AI so financial reporting can be trusted. Walk away with a practical 3-crtierion rubric and a 5-level maturity model you can start applying to your team immediately.

AI adoption in accounting is accelerating, but the profession is still defining what successful implementation looks like at scale.

Join Shivang Patel, VP of Product Marketing at FloQast; Karim Anani, Global IPO Leader at EY; and Garrett Astler, founder of ClearlyKept, for a candid discussion about what widespread AI adoption means for the future of accounting.

Drawing on findings from FloQast's 2026 State of Accounting AI research, the panel will examine how organizations are moving from experimentation to execution, where momentum is building in the close, and what separates teams scaling AI from those still finding their footing. Attendees will leave with a clear-eyed view of where the profession is heading — and a practical framework for getting there.

Join this session to:

• Recognize the current state of AI adoption in accounting and learn the trends shaping the profession's next phase of maturity.
• Identify the strategic decisions and operating characteristics that distinguish organizations successfully scaling AI from those still experimenting.
• Evaluate how accounting leaders can prepare their teams, processes, and governance models for an AI-enabled future.

Roll up your sleeves for a technical masterclass led by FloQast's Forward Deployed Accountants (FDAs), our front-line technical and accounting experts. This session moves past the slides and into the software, featuring a live build of a custom AI Agent from scratch. Our FDAs will walk you through the architectural logic of "Agentic Accounting," demonstrate how to define parameters, set human-in-the-loop triggers, and connect your GL data safely. Whether you are a Senior Accountant or a CAO, you will walk away with the practical, technical skills needed to start building and deploying agents immediately.

Join this session to:

• Architect Audit-Ready Agent Logic: Master the inputs you provide and the questions you answer during the build, so the agent produces outputs you can confidently put in front of an auditor.
• Establish Human-in-the-Loop Governance: Design and implement review checkpoints within your automated workflows, ensuring that AI agents never execute actions without proper oversight and control.
• Operationalize the Build as a Playbook: Capture the agent as a living, executable process document — your single source of truth — and maintain it close after close, so every build remains a durable asset.

AI-powered accounting is no longer a future concept. It’s here, and it’s running on FloQast. In this session, get a first look at the next generation of FloQast capabilities built for accounting and compliance teams. See how AI is being embedded across the platform to reduce manual work and cycle times, how teams can scale AI agent adoption without introducing new risk, and how we’re building the governance infrastructure to keep every AI workflow controlled and audit-ready. You’ll leave with a clear view of what’s ahead and how to put it to work for your organization.

Join this session to:

• Put AI to Work for Your Teams: Identify how FloQast AI supports accounting and compliance teams day to day, reviewing and flagging journal entry issues, surfacing transaction anomalies ahead of audit, and streamlining operational audits.
• Scale Agent Deployments Without Compromising Control: Discover how FloQast is making it faster and easier to build and deploy AI agents, while keeping your underlying business logic, approval workflows, and internal controls fully intact.
• Govern AI Across Every Workflow: Layer COSO-compliant governance onto every AI Agent build to ensure auditability across your AI-driven processes.

The Office of the CFO has the opportunity to move from manual execution toward agentic automation, but getting there requires more than enthusiasm for AI. Enterprise teams need automation that holds up under scrutiny: consistent, governed, and audit-ready.

Through in-depth demos of FloQast, you'll see how to transition your processes into automated workflows your team can rely on. Learn to deploy agents across accounting and finance workflows, moving your department toward a real-time, continuous environment.

Join this session to:

• Bridge the Automation Gap: Transition from manual checklists to automated control frameworks, creating a scalable foundation for AI.
• Deploy Practical AI Agents: Execute high-frequency tasks using specialized AI agents to replace manual execution.
• Govern What's Automated: Prioritize appropriate governance for AI, including a new class of control design and true reliance.

Every team talks about saving time with automation, but the teams pulling ahead are the ones converting that time into business impact. Join FloQast customers and FloQast's Business Value Team for an unscripted conversation about the journey up the Accounting AI Maturity Index.

They'll share how they moved from managing the close in spreadsheets to deploying AI agents, and more importantly, what they did with the capacity they unlocked. Discover how these teams evolved beyond the month-end close to become strategic architects, leveraging unlocked capacity to drive deeper analysis and high-impact business partnerships.

Join this session to:

• Chart Your Path Up the Maturity Curve: Diagnose your team's current position on the maturity index and build a roadmap to transition from manual processes to strategic operations.
• Optimize the Time Gained for Growth: Master a resource-reinvestment framework to convert hours saved via AI into high-impact activities like advanced variance analysis and cross-functional business collaboration that drive value for your organization.
• Operationalize Value-Driven AI Metrics: Shift your focus from task completion to business outcomes, ensuring every AI deployment is directly linked to top-level goals and improved financial performance.

AI won't fix finance—but it is changing how finance teams work. Across Europe, organisations are facing growing demands without additional resources, forcing teams to rethink how work gets done. In this customer panel, finance leaders share their real-world experiences with AI: where it fits, where it falls short, and how they balance innovation with accountability.

Expect a candid conversation on trust, transparency, and control - alongside practical insights on how to get started, build momentum, and make progress without chasing perfection.

Join this session to:

• Evaluate Where AI Delivers Measurable Value in Finance: Assess practical use cases where European finance teams are successfully applying AI to improve efficiency, reduce manual effort, and support decision-making.
• Balance AI Adoption with Governance and Regulatory Requirements: Identify approaches for implementing AI while maintaining appropriate controls, transparency, accountability, and auditability within a European regulatory environment.
• Develop a Practical Roadmap for AI Adoption in Finance: Apply lessons learned from peer organisations to overcome barriers such as trust, data readiness, and change management, and identify low-risk opportunities to begin or scale AI initiatives.

The "Wait-and-See" strategy has reached its expiration date. For decades, the goal was automation, using machines to speed up human tasks. We've entered the era of Agentic Accounting, where digital agents don't just assist your team—they execute the work.

As the gap between "Traditional" and "Agentic" leaders becomes a competitive canyon, the challenge is not only picking software; but also architecting a future where AI is governed and scalable. This session cuts through the noise to provide a definitive playbook for the Reviewer-First model where AI Agents handle the heavy lifting while humans provide the strategic oversight. Learn how to transform the finance function from a record-keeper of the past into a real-time, value driving engine.

Join this session to:

• Navigate the "Build vs. Buy" Debate: Evaluate the trade-offs between general AI platforms and purpose-built platforms, ensuring long-term compliance and auditability.
• Lead the Transition from Automated to Agentic Teams: Master the leadership framework for evolving a "people-only" finance function into a high-performance hybrid workforce, strategically balancing human judgement with AI agent execution.
• Capitalize on the ROI of Accounting AI: Leverage the gains of agentic accounting to move beyond efficiency, focusing on how improved financial intelligence drives business-wide strategy.

Generic AI wasn't built to close your books, but accounting-native agents are. The proof: three lean teams running them in production today.

At Liquid AI, eight custom agents on FloQast Transform held a four-day close through revenue growth, no new headcount. At Hazeldenes, five agents eliminated 600 hours of manual work and shifted preparers into reviewer roles. At Nitrogen Wealth, a team of three automated 90% of close tasks and offboarded a seven-person outsourced firm while holding a six-day close.

Join Jonathan Mears (Liquid AI), Ben Cirillo (Hazeldenes), and Minh Hill (Nitrogen Wealth) for a behind-the-scenes look at the agents they built, why they chose those workflows first, and the hours, headcount, and audit confidence they got back.

Join this session to:

• See Real Agents in Action: Discover the AI agents three lean finance teams run in production - from allocations to cash booking - and evaluate the ROI they unlocked.
• Build Your First Agent with Confidence: Learn which finance work belongs on a governed, auditable platform, and explore the framework Hazeldenes, Liquid AI, and Nitrogen Wealth used to select, build, and scale agents.
• Scale Without Adding Headcount or Audit Risk: See how accountant-owned, audit-ready agents expand a lean team's capacity, and identify their second-order effects on close processes and team roles.

The internal audit profession is at an inflection point. The question is no longer whether AI will change how you work; it already has. The question is whether internal auditors will lead that change or be defined by it. This is a live product reveal built for the profession's next chapter.

Watch as we unveil new capabilities, including Operational Audits, AI testing, and an integration to FloQast Transform, which puts you in command of AI agents, with governance and monitoring aligned to COSO's latest GenAI guidance. The future internal auditor isn't the Auditor. It's the Orchestrator.

Join this session to:

• Elevate from Assurance to Advisory: Discover how automating assurance work creates the bandwidth to lead higher-value, strategic advisory work across your organization.
• Expand the Audit Mandate: See how FloQast's operational audit capabilities complete the internal audit function and elevate its influence across the business.
• Become the AI Orchestrator: Learn how to deploy, monitor, and govern AI agents with built-in controls aligned to the latest COSO GenAI guidance.

The "one-click close" is often dismissed as marketing vaporware, and for a skeptical accountant, that skepticism is a superpower. True autonomy isn't about blind trust; it's about engineered certainty. This session tackles the myth that AI and auditability are at odds. We're replacing the reactive, month-end scramble with a continuous, proactive architecture designed for finance leaders who demand both speed and control.

Join us for a masterclass in modern close design, moving beyond the hype to show you how to build for an AI-first world without sacrificing oversight.

Join this session to:

• Apply Automated Accounting Workflows & Controls: Apply professional skepticism to create a plan for automated accounting workflows that ensure auditable, consistent, and compliant AI controls.
• Engineer Trust & Auditability: Develop a documentation framework and methodology to interrogate AI decisions, satisfying external auditors skeptical of machine-only reporting.
• Customize Dashboard Visibility: Leverage custom dashboards and diagnostics to gain real-time visibility across the close process, identifying bottlenecks and driving efficiency.

The technology is here, but the talent strategy isn't. As digital agents raise the ceiling on what your team can accomplish, the hardest leadership challenge isn't the software; it's the org chart. Realizing the full potential of AI requires new skills and a fundamental shift in how your team operates.

This session cuts through the "future of work" noise to deliver a practical playbook for the Strategic Operator model: hiring for emerging roles, redeploying your talent beyond data processing, and identifying the human skills AI cannot (and should not) replace at month-end.

Join this session to:

• Architect the New Org Chart: Learn how to update your team structure by identifying which roles must evolve, which should be redeployed, and which new skill sets are needed to manage an AI-augmented workforce.
• Implement a Future-Ready Talent Strategy: Execute a "hiring for 2027" playbook that prioritizes human skills, such as complex judgment and strategic thinking, and learn how to upskill staff to meet new technical demands.
• Put New Ways of Working into Practice: Discover how to embrace "unlearning," rethinking roles and redesigning processes to transition your team from manual processors to strategic reviewers.

This session explores what it truly means to choose a close platform for long-term growth, not just immediate needs. Through the lens of four FloQast enterprise customers, we'll discuss how their organizations evolved, how their close processes scaled alongside increasing complexity, and why they continue to rely on FloQast through years of growth.

Attendees will walk away with a practical framework for evaluating close solutions based on long-term fit, enterprise readiness, and the ability to scale alongside the business through multiple stages of maturity.

Join this session to:

• Analyze Long-Term Strategic Fit: Evaluate close management platforms based on long-term scalability and enterprise readiness rather than solving for immediate, short-term pain.
• Design a Scalable Close Framework: Establish a practical framework to assess how accounting processes and close solutions can evolve alongside increasing organizational complexity and multiple stages of business maturity.
• Leverage Enterprise Best Practices: Identify key lessons and strategies from an enterprise organization's journey to maintain efficiency, accuracy, and operational continuity during rapid, multi-year growth.

Manual data manipulation is the silent tax on the modern close. Disparate ERPs and third-party financial tools force accounting teams into tedious cleanup work, slowing automation before it can even scale.

FloQast was built to solve this problem. Behind the products is a deep data platform capable of processing tens of millions of transactions across your ERP, banks, subledgers, and more. In this session, we'll introduce FloQast Data Studio as the foundation for a truly automated close, setting the stage for the future of Transform, where AI Agents operate on a trusted financial data layer.

We'll also hear from Blue Owl Capital about their experience unifying disparate data and building Transform AI Agents to support complex financial workflows. Together, we'll explore what becomes possible when deep integrations, a robust data foundation, and intelligent AI Agents operate on a unified platform.

Join this session to:

• Build the Foundation for AI-Ready Accounting: Understand why data complexity is slowing down the close, and what a "clean-data-first" architecture looks like in practice.
• Unify Data Across Systems: See a live demo of how FloQast Data Studio unifies fragmented ERPs and third-party tools into a single, trusted data layer your whole team can rely on.
• Scale Accounting by Automating Manual Work: Learn how real teams are deploying AI Agents to eliminate data cleanup work, and reclaim weeks of capacity every close cycle.

If an AI Agent makes a material error, who is responsible?

As the AI regulatory landscape evolves, "I didn't know the bot did that" is no longer an acceptable defense. This session bridges the gap between Finance's need for AI-driven efficiency and the growing demand for compliant, auditable controls.

We will deconstruct the emerging frontier of AI Risk and Compliance, drawing on the COSO framework for GenAI governance, and explore how to maintain a clean audit trail as AI Agents take on preparer roles across journal entries, reconciliations, and broader financial processes. Join us to see what industry-leading AI governance looks like in practice.

Join this session to:

• Build Effective GenAI Controls: Identify the key elements of compliant generative AI governance and establish a controls framework your organization can stand behind.
• Understand the Anatomy of an Agentic Workflow: Learn what it takes to deploy AI agents responsibly with monitoring and assurance embedded across every operation.
• Adopt AI with Audit Confidence: Learn how to translate AI-driven workflows into clear, auditable evidence your auditors and stakeholders can rely on.