AI, Automation and Finance Transformation:
From Hype to Impact

This lunch briefing is built for CFOs, Finance Directors and Managers, Financial Controllers, AP/P2P leaders, Finance Transformation professionals, and Shared Services teams. It's especially relevant if your organization is scaling and starting to feel the strain of manual finance processes, rising transaction volumes, or pressure to tighten up reporting and control. 

This is an in-person executive lunch briefing in Dallas, not a webinar or virtual session. Running from 12–2pm, it combines two short talks from RSM and Kefron AP with a networking reception, a steakhouse lunch, and a live "Ask the Experts" Q&A to close things out. 

Across the sessions, you'll get:

• A practical framework for structuring your ERP for scalability and better reporting
• A clear-eyed look at where AI and automation genuinely move the needle in P2P processes
• Concrete ways to cut manual AP workload and speed up month-end close
• Real examples from finance teams that have been through the transformation journey

Yes. Valet parking is available at the venue for attendees. Simply pull up to the main entrance and let the valet team know you're attending the Kefron AP and RSM executive lunch briefing. The valet team will take care of the rest, so you can head straight inside and join us.

Yes, if a colleague would benefit, they're welcome to join. As spaces are limited, we'd just ask that they register separately so we can plan catering and seating accurately. 

This is a small, in-person session built around the conversations in the room, so it won't be recorded. If your plans change, let us know as early as possible so we can offer your seat to someone else, and we're happy to share the key takeaways with you afterward. 

III Forks, 5100 Belt Line Road, Ste 800, Addison, Dallas, TX, 75254