Forward Finance Forum | San Diego
See the AI-Operating model for modern Finance in action
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 3
1:30 - 2:00 PM
The Lodge at Torrey Pines
Registration & Networking
2:00 - 2:30 PM
The Lodge at Torrey Pines
Key Note - Forward Finance: How High-Performing Finance Organizations Are Using AI to Retool Their Workforce, Decision-Making, and Operations for Next-Level Impact
- Doug Orsagh, Vice President Enablement and Realization - OneStream
2:30 - 3:00 PM
The Lodge at Torrey Pines
Live Demonstration - Forward Finance in Action: See How Leading Finance Teams Are Using AI to Close Faster, Plan with Confidence, and Guide the Business
- Stewart Clark, Director, Solution Consultant - OneStream
3:00 - 3:45 PM
The Lodge at Torrey Pines
Networking Break
3:45 - 4:15 PM
The Lodge at Torrey Pines
From Strategy to Scale: What It Actually Takes to Build an AI-Ready Finance Function
4:15 - 5:00 PM
The Lodge at Torrey Pines
Customer Panel - Forward Finance in Practice: Real Stories. Real Results. Real Progress.
- Michael Stotland, SVP of FP&A - AEG Presents
- Sonja Gibson, VP of Corporate FP&A - Ingram Micro
- Wanda Kuwahara, Corporate Controller - Infinite Electronics
- Alexis Kerney, Product Marketing Manager - OneStream
5:00 - 6:30 PM
The Lodge at Torrey Pines
Cocktail Reception
Flagship
Exhibiting
Reception
Contributing
