Upcoming Member Meet-Ups
Offered throughout the year, virtual meet-ups allow you to hear real-time feedback on relevant topics from your treasury and finance peers.
Data & Technology: Building Trust and Confidence
February 24 | 12 pm - 1 pm ET
1.2 CTP/FPAC/CCM and CPE Credits | Field of Study: Management Service - Technical
In this session, we’ll address the challenges finance professionals face when adopting new data platforms and technologies.
Power BI’s Next Arc: AI-Ready Evolution of Dashboards to Dialogue
March 10 | 12 pm - 1 pm ET
1.2 CTP/FPAC/CCM and CPE Credits | Field of Study: Information Technology – Technical
Finance teams spend hours chasing ad-hoc questions that still don’t answer why.
People & Skills: Equipping Finance for the Future
April 14 | 12 pm - 1 pm ET
1.2 CTP/FPAC and CPE Credits | Field of Study: Management Service
As finance evolves, so do the roles and skills required to succeed. This Meetup will focus on how to prepare teams for the future by reskilling in areas such as analytics, technology, and storytelling.
Finding Drivers in Your Data with Power Pivot
May 14 | 12 pm - 1 pm ET
1.2 CTP/FPAC and CPE Credits | Field of Study: Information Technology
Unlock the power of data-driven insights in our upcoming meet-up, “Finding Your Drivers with Power Pivot.” This session is designed for business users, analysts, and decision-makers who want to leverage Power Pivot to identify key factors influencing their results.
Cross-Functional Engagement: Driving Enterprise Alignment
June 9 | 12 pm - 1 pm ET
1.2 CTP/FPAC and CPE Credits | Field of Study: Management Service
Transformation in finance cannot happen in isolation. This Meetup will explore how finance teams can collaborate effectively with IT, operations, and other business units to drive enterprise-wide alignment.