Melbourne Finance Technology & Transformation Summit 2026
Join us at the Melbourne Finance Transformation and Technology Summit designed exclusively for CFOs and senior finance leaders. Discover how emerging tools in automation, AI, and analytics are transforming finance functions, from compliance and risk to planning and performance. Gain practical insights from peers on what’s working in 2026 and how to future-proof your finance organisation.

Explore the future of finance leadership.
We’re bringing together CFOs and senior finance leaders to uncover how technology is reshaping strategy, compliance, and performance. From automation and AI to advanced analytics, discover how leading finance teams are leveraging digital tools to strengthen resilience, improve decision-making, and drive growth.
Gain insights through interactive sessions, peer-to-peer exchanges, and real-world case studies that will help you stay ahead of the evolving finance landscape in 2026 and beyond.
Key Themes:
- Finance Transformation in 2026
- AI and Automation in the Finance Function
- Data-Driven Decision Making for CFOs
- Modernising Risk and Compliance with Technology
- Streamlining Reporting and Forecasting
- Balancing Efficiency with Control
- Building a Future-Ready Finance Organisation
Register now to secure your place and receive announcements when our full program launches.
Our Speakers
Agenda
Beat the rush and join us early for complimentary barista-made coffee and breakfast.
Replacing a core finance platform is far more than a technology project; it requires rethinking processes, engaging stakeholders, and carefully managing change across the organisation. Hear how Swinburne delivered a university-wide transformation, replacing its legacy finance system with Workday Financials and Procurement to create a modern foundation for automation, data-driven decision-making, and future AI innovation.
We'll cover:
- Leading a complex finance transformation from business case and design through implementation, go-live, and stabilisation.
- Redesigning finance and procurement processes to simplify operations, strengthen controls, and improve the employee experience.
- Lessons learned from governance, stakeholder engagement, testing, and change management during a large-scale ERP transformation.
- Building a cloud-based finance platform that enables greater automation, enhanced analytics, and future AI-powered capabilities.
Board reporting shouldn’t be about overwhelming leaders with data, it should make the most important decisions clearer. This keynote explores how finance teams can bridge the gap between complex data and board-level insight by creating reporting that is more consistent, efficient and focused on what matters.
We'll explore:
- How to turn complex financial and operational data into clear insights that give boards the context they need to make confident decisions.
- Practical approaches to improving consistency, reducing manual effort and creating more efficient reporting workflows.
- How finance can move beyond producing reports to becoming a strategic partner that helps senior leaders understand risks, opportunities and the actions that matter most.
Finance teams are not just adapting to new technology, but driving it. Explore how modern finance functions are using AI, data, and cloud ERP to unlock smarter decision-making, accelerate efficiency, and ensure innovation stays aligned with compliance and control.
- Harnessing AI and analytics to boost insight, agility, and financial performance.
- Streamlining operations and scaling growth through cloud ERP and automation.
- Balancing rapid innovation with transparency, governance, and compliance excellence.
For many finance teams, managing employee spend is slowed by manual processes, fragmented systems, and limited visibility, yet modern automation is turning T&E into one of the fastest ways to unlock operational efficiency and financial control.
- Explore the common challenges finance teams face with travel and expense processes; from manual approvals and disconnected tools to incomplete spend visibility.
- Learn how a leading A/NZ organisation modernised employee spend using SAP Concur, quickly improving control, compliance, and operational efficiency.
- Discover how smarter automation can deliver clearer spend insights, stronger policy adherence, and a simpler experience for employees, finance teams, and executives alike.
In this session, learn how deep domain expertise combined with AI, enabled the rapid development of specialised tax structuring capability that previously required external consultants, large engineering team, and months of development. Hear how to use AI to turn a domain specific problem into a structured solution, explain how AI enables rapid refinement in response to changing business and regulatory needs, and unpack why “vibe-coding” works when it’s grounded in real subject-matter expertise. This isn’t about replacing experts. It’s about experts building smarter tools.
- Learn how domain expertise turns AI from a tool into a strategic advantage.
- Discover how to rapidly build and refine specialised applications using AI.
- Explore why vibe-coding works and the practical guardrails that make it reliable.
Learn how integrating finance, HR, and operations in Jedox creates a single source of truth for planning. This session shows how aligned data and models enable faster decisions, more accurate forecasts, and connected scenario planning.Discussion Points:
- Breaking down silos between finance, HR, and operations
- Creating a unified planning model in Jedox
- Driving real-time, cross-functional scenario planning
Dive into inspiring stories of how Australian companies are using AI and automation to make finance faster, smarter, and more efficient. Learn tips you can apply to your own team to get ahead with technology.
- Real examples of AI and automation boosting efficiency in finance teams
- How tech is speeding up tasks like invoice processing and forecasting
- Practical lessons from leading Australian organisations
Select a topic of discussion and engage in an interactive roundtable discussion with a group of your like-minded peers.
Put your knowledge to the test in this fast-paced quiz covering real-world trivia, key concepts, and emerging trends. Compete for bragging rights—and a travel voucher—as the top scorer takes the crown.
Fragmented treasury systems create blind spots, manual work, and unnecessary risk. This session shares a first-hand account of consolidating disconnected tools into a single, unified TMS, and what changed as a result.
You'll learn:
- What pushed the decision to consolidate systems
- What the migration to a unified TMS looked like in practice, including the tradeoffs made along the way to get up and running fast
- The measurable outcomes that followed: full cash visibility, faster reconciliation, and more accurate forecasting, all from a single platform
AI is changing the finance function, but the biggest barrier to adoption may not be the technology itself. This keynote explores how finance leaders can build confidence, overcome hesitation and empower their teams to use AI and emerging technologies to work smarter, make better decisions and focus on higher-value work.
We'll explore:
- Understanding why finance professionals may be reluctant to adopt AI and how leaders can shift the conversation from fear and uncertainty to curiosity and opportunity.
- Practical ways to help teams experiment safely with AI tools, build digital confidence and identify everyday finance processes where technology can deliver immediate value.
- Moving beyond technology rollouts to give people the skills, support and permission to embrace new ways of working, while keeping human judgement at the heart of finance.
Hear experts about AI's impact on finance jobs; whether it is eliminating roles, creating new opportunities, or fundamentally reshaping the nature of work.
This interactive session puts these questions directly to the audience. Participants vote live on a series of real-world scenarios, explore the results together, and vote again as perspectives shift through the discussion.
- How AI is automating routine finance tasks and enabling professionals to focus on higher-value strategic work with increased productivity and quality.
- The risks and challenges for finance workers, including job displacement in data-heavy roles versus the emergence of new roles requiring AI skills and human judgment.
- Real-world insights on CFOs’ role in spearheading AI adoption while ensuring workforce upskilling and balancing innovation with ethical and compliance considerations.
Unwind with your peers for a couple of drinks on us!
Our event sponsors










Past Speaker Highlights
Past Sponsors
Event Location
Collins Square Events Centre

About Clutch
Hyper-Niche Content
Our conferences are specific to niche sub-sets of the technology industry, drilling down into the biggest issues, challenges and market trends facing tomorrow's leaders.
Collaboration first
Enjoy ample networking opportunities, roundtable discussions, interactive group sessions and real-world case-studies that arm attendees with actionable insights.
Dynamic & Bite-Size formats
No more death-by-PowerPoint. Our events are short, sharp and collaborative with a variety of session formats and a 3/4 day commitment to ensure returns on your time investment.
Get In Touch
Contact our event team for any enquiry

Danny Perry
For sponsorship opportunities.

Lili Munar
For guest and attendee enquiries.

Steph Tolmie
For speaking opportunities & content enquiries.

Taylor Stanyon
For event-related enquiries.



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