
See the AI-Operating model for modern Finance in action
What to Expect:
Join us for the Forward Finance Forum, a half-day event designed exclusively for Finance leaders and practitioners who are ready to move beyond AI curiosity and into AI-powered performance. See what this Forward Finance model looks like in practice, hear from peers doing it today, and leave with a sharper view of what's possible and what's next. Understand what separates high-performing Finance organizations from the rest and why success with AI requires a new operating model.
Key Takeaways:
- Understand what sets high-performing Finance teams apart.
- Explore the Forward Finance AI Operating Model and its five dimensions.
- See how Agentic Finance AI is transforming planning, close, reporting, and decision-making.
- Hear how leaders are modernizing operations and driving measurable results.
- Leave with actionable ideas, peer insights, and next steps.
Register today to secure your spot, you don’t want to miss it.
This event is open to all OneStream customers and prospects. Partner involvement is limited to sponsoring partners only.
Reserve Your Spot
Thursday, September 24
1:30 - 2:00 PM
Liberty Grand
Registration & Networking
2:00 - 2:30 PM
Liberty Grand
Forward Finance: How High-Performing Finance Organizations Are Using AI to Retool Their Workforce, Decision-Making, and Operations for Next-Level Impact
- Alyssa Boers, Director, Business Advisory, Finance Transformation - OneStream
2:30 - 3:00 PM
Liberty Grand
Forward Finance in Action: See How Leading Finance Teams Are Using AI to Close Faster, Plan with Confidence, and Guide the Business
- Mike Owens, Director, Solution Consulting - OneStream Software
3:00 - 3:20 PM
Liberty Grand
Networking Break
3:20 - 3:50 PM
Liberty Grand
From Strategy to Scale: What It Actually Takes to Build an AI-Ready Finance Function
- KPMG
3:50 - 4:30 PM
Liberty Grand
Customer Panel on Forward Finance in Practice: Real Stories. Real Results. Real Progress.
- Iassen Tonkovski, VP, Strategy, Planning & Analysis - Mackenzie Investments
- Melissa Rossit, Director, Finance Transformation - Kinross Gold
- Nicolas De Niese, SVP, Finance Strategic Planning and Performance Enablement - Four Seasons
- Colin Chu, Senior Solution Marketing Manager - OneStream Software
4:30 - 5:30 PM
Liberty Grand
Cocktail Reception
Flagship

Exhibiting




Reception





