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The accounting profession is moving faster than most teams can keep up with. TakeControl brings together senior finance and accounting leaders for a day of original research, practitioner sessions, and direct peer access - so you leave with a clear picture of where the profession is headed and a plan to get your team there.
Learn
Get past the noise and into what it actually looks like inside high-performing accounting teams right now.
Original research and benchmarking data on how finance and accounting functions are performing - across close timelines, control environments, and team structure
Practitioner-led sessions from controllers and CFOs sharing what worked, what didn't, and what they'd do differently
Practical frameworks you can take back to your team the following week - not after a six-month rollout
See
Understand where the profession is going - and where FloQast is taking it.
A clear view of the trends reshaping accounting and finance, grounded in data - not speculation
A look at how leading teams are rethinking their close and compliance workflows
Direct access to FloQast's product experts to understand what's coming and how to prepare
Network
Spend the day with your peers
CFOs, controllers, and senior finance leaders from across Europe - all FloQast customers
Structured and informal time to share challenges, compare approaches, and build connections that last beyond the day
A community of peers who understand the work at the same level you do
Opening Keynote: "From Principles to Practical Application: How Accountants Lead the AI Era"
By now you've heard enough about AI. The gap isn't awareness, it's readiness: where do you start, how do you prove accuracy to an auditor, and how do you answer a board that wants you moving faster than accounting should safely move?
Chris Sluty, FloQast co-founder and Chief Product Officer, argues most teams are answering the wrong question. Accounting doesn't need an AI strategy. It needs an automation strategy, and the close checklist your team already maintains is the roadmap. Every item on it is a decision only an accountant can make: automate with code, hand to an agent, or keep it human.
Walk away with the three tests for any AI use case (accuracy, scalability, auditability) and a five-level maturity model to place your team on the curve.
Panel: "Transformation Without Disruption: The Future of the Financial Close"
While AI dominates executive conversations, CFOs face the critical challenge of translating hype into sustainable, enterprise-level strategic value. Moving beyond basic operational tactics, this panel explores the strategic priorities driving modern finance leadership. Learn how forward-thinking CFOs leverage intelligent automation and AI agents to modernise the close, mitigate risk, and elevate accounting functions from transactional centers to strategic growth drivers—all without causing operational disruption.
Plus, gain early visibility into exclusive product highlights that will shape your long-term technology roadmap.
Moderator: • Hugh O'Neill – Principal Accountant in Residence (FloQast)
Speakers: • Leonardo Satellé – Head of Global Finance Systems & R2R Global Services (Michael Page) • Ming Lee – Global Finance Director (JLR) • Lovemore Dandira – Associate Director, Financial Controller (Shionogi Europe)
Demo: "Beyond the ERP: What SAP Teams Have Automated"
Ever wonder what SAP automation actually looks like? Join us for a candid chat with SAP finance leaders who are living it every day. We'll break down what's actually automated including how the direct FloQast + SAP connection is tackling reconciliations, what took a bit more elbow grease, and how AI is taking over the repetitive grunt work so your team can focus on real strategic decision-making. Hear honest insights on what's truly possible for your SAP setup.
Speaker: • Tim Boulay – Director, Product Management (FloQast)
11:30–12:15
Demo: "A Masterclass in Building & Deploying Custom AI Agents"
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.
Operationalise 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.
Speakers: • Hugh O'Neill – Principal Accountant in Residence (FloQast) • Yi Ge – Senior Transform Delivery Manager (FloQast)
Demo: "Supercharging NetSuite ERP with FloQast"
Ready to elevate your NetSuite experience? Join an interactive session with fellow NetSuite trailblazers to exchange real-world wins, candid challenges, and the game-changing power of AI in action. We'll uncover how forward-thinking teams leverage FloQast to seamlessly automate up to 80% of reconciliations, slash days off month-end closing, and gain total, real-time visibility all without upending your existing workflows. No chaotic rip-and-replace required. Just a turbocharged, stress-free close that finishes on time, every time!
Speaker: • Stephen Wolfman – Director, Product Management (FloQast)
Panel: "The EU Mandate Meets AI: Setting the Standard for Audit-Ready Finance"
If an AI agent makes a material error, who is responsible? Across the UK and Europe, "I didn't know the system did that" is no longer a defence. As AI agents take on preparer roles across journal entries, reconciliations and financial reporting, finance leaders face a control problem their existing frameworks weren't designed for: auditors and boards now expect evidence of how an automated process reached its conclusion, not just that it did.
This session covers what good agent governance looks like in practice — how to maintain a clean audit trail when the preparer isn't a person, where to build monitoring into the deployment lifecycle, and how to turn agent-driven processes into evidence that stands up to scrutiny.
Hosted by CFGI: "Finance Transformation: what separates the ones that deliver from the ones that stall"
As finance leaders face growing pressure to modernise through automation and AI, many organisations are discovering that technology alone does not guarantee better outcomes. The most effective transformation programmes are built on a strong foundation: clear processes, strong governance, defined ownership and disciplined ways of working. In this interactive roundtable, CFGI's finance specialists will explore why some initiatives deliver lasting value while others never progress beyond good intentions. Through audience discussion, live polling and real-world examples, we'll examine what really drives finance effectiveness — and the practical steps leaders can take to improve performance and unlock capacity.
Speakers: • Martin Johnson – Managing Director, Finance Effectiveness (CFGI UK) • Andrew Moon – Director, Finance Effectiveness (CFGI UK)
13:45–14:00
Break
14:00–14:45
Panel: "Accounting Teams Are Pulling Ahead With AI. The Data Shows It."
Accounting teams are moving from experimenting with AI to running on it — and the ones furthest along are seeing returns well beyond hours saved. Drawing on FloQast's 2026 State of Accounting AI research and the Accounting AI Maturity Index, this panel brings together accounting leaders who've made the climb for a candid look at what separates the teams scaling AI from those still finding their footing.
Join this session to:
Benchmark your team with the Accounting AI Maturity Index: See where you sit across the five-level progression, how you compare to peers, and what the next level up looks like.
Hear what the climb actually looked like: Leaders share how they moved from spreadsheet-managed closes to deployed AI agents — and what they'd do differently.
Turn unlocked capacity into business impact: Take away a framework for reinvesting hours saved into analysis and business partnering, and for tying AI deployments to outcomes your CFO cares about.
Moderator: • Jason Andrews – Senior Product Marketing Manager (FloQast)
Speaker: • Bas Le Roij – Lead Product Owner (DEPT)
Interactive session hosted by PwC UK
14:45–15:00
Break
15:00–15:30
Closing Keynote — Roundup & Q&A
Speaker: • Hugh O'Neill – Principal Accountant in Residence (FloQast)
Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
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Attendees are eligible for 1 CPE Credit.
Recommended field of study: Accounting
Prerequisite: None
Program Level: Basic
Advanced Preparation Required: None
Delivery Method: Group Internet Based
CPE (or CPD) Credit: 1
CPE Cost: Free
FloQast is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at info@floqast.com.
FloQast is registered with The CPD Certification Service as a sponsor of continuing professional education. Boards of accountancy have final authority on the acceptance of individual courses for CPD credit. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at info@floqast.com.
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