Budgeting for US Expansion

Can finance teams really trust AI with sensitive financial data? In this session, leaders from AccountsIQ and GrowCFO explore how to harness AI for better insight and efficiency while putting the right controls, governance, and security in place.

Join Nico Botes and Sunelle Botha from Montego Pet Nutrition, Eric Reyhle from Acterys, and Kevin Appleby from GrowCFO to discover how leading finance teams are cutting planning cycles from days to seconds. In this customer-led session, you’ll see how they replaced spreadsheet chaos with a single version of the truth, enabled real-time scenario modelling, and built AI-ready foundations for modern planning and forecasting using Microsoft Fabric, Power BI and Acterys.

Finance leaders don’t need more AI theory – they need results. In this practical masterclass, Pac O’Shea and Kevin Appleby show how to use Claude as a hands-on finance assistant for P&L insights, sharper board packs, and fast scenario models. Walk away with prompts, templates, and repeatable workflows you can apply in your finance team immediately.

Scaling through acquisition can double the size of your business—but only if your finance systems, controls and culture keep up. In this session, Tim O’Reilly, Ed Mortimer and Kevin Appleby share how Guild Garage Group used Sage Intacct, a unified tech stack and disciplined capital allocation to grow from 0 to 28 partners and $300m in revenue, while staying in control of cash, risk and performance.

CFOs pour huge effort into M&A modelling but often miss the cash blindspots that appear once integration begins. In this session, experts from MeasuredValue, Agicap, and GrowCFO reveal how to spot hidden liquidity risks, improve cash visibility across entities, and keep your deal creating value long after it closes.