New York, NY
Research & talks / Community & networking

Finance Transformation Breakfast Panel with Rillet, Citrin Cooperman, and Workiva

Hosted by Rillet + Claire Huang + Luca Muratori

Register with organizer
Finance Transformation Breakfast Panel with Rillet, Citrin Cooperman, and Workiva event artwork
The gathering

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.

From the organizer

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.

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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.

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Finance Transformation Breakfast Panel with Rillet, Citrin Cooperman, and Workiva | New York, NY | Superpower Daily