Finance Transformation Breakfast Panel with Rillet, Citrin Cooperman, and Workiva
Hosted by Rillet + Claire Huang + Luca Muratori
Register with organizer
What to look forward to
Citrin Cooperman, Workiva, and Rillet will explore how finance teams can use AI, automation, modern ERP, and connected reporting to streamline close, with a finance transformation overview and executive panel discussion. The morning will also feature breakfast networking and audience Q&A.
Inside the event
Close day should start with a review, not a rebuild. Join Citrin Cooperman, Workiva, and Rillet for breakfast and a candid conversation about how finance teams are putting AI, automation, and modern ERP to work.
Agenda
- 7:30-8:00 AM: Breakfast & Networking
- 8:00-8:10 AM: Welcome & Introduction. Citrin Cooperman gives an overview of finance transformation trends.
- 8:10-8:25 AM: The Modern Finance Stack. Rillet and Workiva discuss AI, automation, ERP modernization, and connected financial reporting.
- 8:25-8:50 AM: Executive Panel Discussion. A moderated discussion with Citrin Cooperman, Workiva, Rillet, and ideally a customer CFO.
- 8:50-9:00 AM: Audience Q&A & Closing
Citrin Cooperman
Citrin Cooperman, 50 Rockefeller Plaza, New York, NY 10020, USA. Confirm the venue with the organizer before traveling.
Open in Google Maps ↗Discovered through Cerebral Valley. Details come from the event listing and the organizer page; registration is managed by the organizer.
Last checked: Nov 5, 2026. Confirm current availability before making plans.
Organizer page checked: Nov 5, 2026. Check registration for the latest details.