Events

Future Finance: AI, Control & Strategy

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Charlotte Tidd

Principal Consultant | Finance

Jun 19, 2026

Join us for an exclusive business breakfast bringing together senior finance leaders to explore how the function is evolving, where control truly sits, and what it takes to lead in an increasingly complex, technology‑driven landscape.

Why this conversation matters now
Finance teams are at a pivotal moment. Transactional work is rapidly being automated, outsourcing models are expanding, and AI is reshaping everything from forecasting to valuation. At the same time, real estate markets remain highly volatile, requiring faster, more dynamic decision‑making than ever before.

The question is no longer if  finance will change, it’s how leaders can stay ahead of that change while maintaining control, insight and strategic influence.

This session will focus on five critical themes shaping the future of finance:

Redesigning the Finance Function

As automation takes over routine processes, what should finance teams look like? We’ll discuss the shift from traditional structures to lean, strategic hubs and what “taking back control” really means in a post‑automation world.

Forecasting in Uncertain Markets

Static budgets are no longer enough. Learn how leading organisations are moving towards dynamic, scenario‑based forecasting to navigate interest rate shifts, asset value uncertainty and macro volatility.

Ownership vs. Outsourcing

Where should finance draw the line? We’ll explore how to balance in‑house capability with outsourced efficiency, while ensuring governance, oversight and strategic control remain firmly with the CFO.

AI as a Strategic Lever

AI is no longer just a tool it’s a competitive advantage. From smarter cash flow forecasting to deeper valuation insights, we’ll look at how finance leaders can actively shape AI adoption across their organisations.

The Future Finance Team

What skills will define high‑performing teams? Expect a discussion on evolving talent needs from data literacy and tech fluency to commercial acumen and business partnering.

Who should attend

This breakfast is designed for:

  • CFOs and Finance Directors
  • Heads of Finance and FP&A leaders
  • Real estate finance professionals navigating transformation
  • Talent and transformation leaders within finance functions

Join the conversation

This will be a closed‑door, discussion‑led session with a select group of peers—creating space for open, practical and forward‑thinking dialogue.

👉 Register your interest to secure your place and be part of the conversation shaping the future of finance.

REGISTER HERE

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Principal Consultant | Finance

Charlotte Tidd

Charlotte spent 8 years as a primary teacher in both Australia and the UK. Ambitious to achieve her goal to travel around the world, Charlotte joined our team in 2023, and hasn’t looked back since.
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