Sydney Finance Transformation & Technology Summit 2026
Join us at the Sydney 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 2025 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.
Our Speakers
Agenda
Beat the rush and join us early for complimentary barista-made coffee and breakfast.
In this practical case study, Faiyaz Amit, Vice President of Finance at Brookfield Asset Management, shares how he led one of Australia’s first RPA initiative within a highly regulated, global finance environment.
Amit breaks down the real decisions behind finance automation—what delivered value, what was intentionally left manual, and how governance and control shaped every step. This session cuts through the hype to focus on execution, trade-offs, and practical lessons for finance leaders considering automation at scale.
- How to identify high-value processes and avoid automating risk.
- Why governance and auditability must evolve with RPA.
- Lessons on adoption, trust, and capability uplift in finance teams.
- How RPA has evolved with adoption of AI including the use cases currently being implemented
Finance teams are under increasing pressure to move faster, deliver more accurate insights, and cut down on manual work. In this session, Cortell reveals how leading organisations are transforming finance by automating complex processes at scale, connecting data across the business, and turning planning into a real-time, decision-driving capability.
- Organisations are achieving their biggest gains by automating planning, budgeting, and forecasting, and learning how to prioritise which processes to tackle first.
- Unifying finance, operational, and business data creates a single source of truth that drives alignment, faster decisions, and greater confidence across the enterprise.
- Building the right foundations, across data, governance, and organisational change, is essential to scaling planning analytics and generating long-term, sustainable value.
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. Tristan Tan, Commercial Associate Director, IFM Investors, will demonstrate how he used 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.
Discover how finance teams can move beyond chatbot pilots and “vibe-coding” to deploy AI agents that deliver reliable, traceable, and compliant outcomes across critical finance processes.
- Turning AI from a conversational tool into an operational one by deploying agents that can complete tasks such as budget variance analysis, reconciliations, and cross-checking finance data
- Building trust in AI outputs through auditable logic, transparent decision-making, and controls that satisfy finance, risk, and compliance teams
- Avoiding the common pitfalls of ungoverned AI adoption and creating a framework for scaling AI safely across finance functions
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.
FP&A is no longer just about reporting on what happened. In the age of AI, it is becoming one of the most strategic functions in the business; driving insight, influencing decisions, and helping organisations navigate an increasingly uncertain future.
- Explore how FP&A is evolving beyond forecasting and reporting to deliver commercial insight, shape business strategy, and support faster, more informed decision-making.
- Unpack how finance teams are reducing time spent on repetitive tasks, redesigning workflows, and creating more space for analysis, business partnering, and strategic thinking.
- Go beyond the hype to examine the harder side of AI adoption in finance, from poor data quality and low trust in outputs to capability gaps, change fatigue, and the reality that some things are still harder to automate than expected.
This session will explore how finance teams can bridge the gap between raw data and board-level decision-making, with a focus on improving clarity, consistency, and efficiency in reporting workflows. It will highlight practical approaches to turning complex data into clear, actionable insights that better support senior stakeholders and the board.
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
Doltone House Hyde Park

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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