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Overview Join us for a powerful and practical webinar exploring how cutting-edge AI tools and scalable financial models are transforming the landscape of finance and business management. This session will equip CFOs, finance teams, and business leaders with modern insights into smarter, faster, and more strategic decision-making. You’ll experience real world demos, gain access to enterpris grade AI solutions, and learn how to future proof your financial reporting and management capabilities. Webinar Agenda Introduction & Strategic Context Presented by Carel Potgieter, setting the stage with high-level business and strategic insights around the role of AI in finance, leadership, and people management. Disciplines for Strong Engineering in SMEs (Lance Rubin) Tackling the challenges SMEs face with robust modelling disciplines. Including a demonstration of AI-enhanced forecasting and budgeting using Xero and a discussion on enterprise software costs and maintenance considerations. Live Demonstration: AI Tools for Enterprises Margaret will showcase Vena Solutions, an enterprise-grade platform harnessing the power of AI to drive efficiency and strategic insights. Introduction to the Upcoming Practical Workshop Prepare for a deeper dive later in the week: covering Modern Excel skills, OA Robot, EXL Cloud tools, and practical AI adoption strategies for finance professionals. Q&A Session An opportunity to interact with our experts and get your questions answered. Presenters Lance Rubin – Global Financial Modelling Expert Carel P Potgieter – Strategic Finance Leader (Host) Margaret Smith - Principal Consultant, 1.618 Technologies