Events

From COA Chaos to AI Confidence: A Finance Data Playbook

Tuesday, April 14 at 1 PM CST

Using real-world finance scenarios (multi-entity mapping, COA rationalization, dimension standardization), you’ll learn how to stabilize the model first, then identify the highest-ROI automation and AI use cases that become possible once the foundation is sound. We’ll end with a 30-day readiness sprint plan you can take back to your team.

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From COA Chaos to AI Confidence

Dynamics GP End of Life: Planning Your Next Step with Confidence

Wednesday, May 6 at 12 PM CST

This webinar will review Microsoft’s latest GP announcements, including fixed and modern lifecycle paths, and outline the practical implications for cost, stability, and system performance. It will also introduce a structured approach to ERP readiness, helping organizations evaluate strategy, processes, data, technology, and organizational capacity as they plan their next steps.

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Dynamics GP End of Life

The 2026 Manufacturing Playbook: Margin Protection, Faster Decisions, and Resilient Supply Chains

Thursday, May 14 at 12 PM CST

This webinar explores how manufacturers and distributors are using modern cloud-based ERP platforms, connecting financial, operational, and supply chain data in real time. It will examine how embedded AI can enhance traditional ERP processes by identifying emerging cost risks earlier, improving inventory decision-making, and supporting more proactive responses to change.

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Manufacturing

The 2026 AI Outlook: What Business Leaders Need to Know

Artificial intelligence is no longer a future initiative; it is a defining factor in how organizations operate, innovate, and compete. The 2026 Artificial Intelligence (AI) for Business Outlook Study reveals how executives across industries are adopting AI to drive strategy, performance, and growth. Join the AI Leaders Council and a panel of experts as we present and analyze the study results. This interactive session will highlight where AI is delivering measurable impact today and how organizations are preparing for the next wave of innovation.

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AI Outlook

Past Webinars: Watch On-Demand

Learn New AI Use Cases and Workflows: Case Study (Retail/Commerce)

Take AI to the next level with advanced customer support via this case study In retail and commerce, but broadly applicable. AI beyond answering basic questions. Customers expect to update orders, manage subscriptions, track shipments, and resolve issues immediately — without switching channels or waiting for an agent. In this conversation, leaders from Forethought and Birdy Grey discuss how AI can move beyond FAQ automation to execute real tasks across systems like Shopify and other commerce tools.

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AI

Dual-Ledger Mastery: Manage Both Sides of Your Lease Portfolio Without Building Two Systems

Join this webinar to see how finance teams are addressing this challenge as business models evolve with equipment-as-a-service offerings and mixed portfolios becoming standard. We’ll explore how leading organizations are breaking down barriers between lessee and lessor operations to create streamlined strategies that reduce training overhead, eliminate data silos, and prepare for an increasingly blurred lessee/lessor landscape.

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Lease Portfolio

Outgrowing your lease processes? Here’s How to Keep Up

Your business is growing faster than expected – congratulations! But suddenly your lease tracking feels chaotic, compliance deadlines are slipping through the cracks, and you’re spending way too much time hunting through spreadsheets just to answer basic questions about your portfolio. You’re not alone—87% of organizations are planning ERP upgrades because their current systems can’t keep pace with expansion. This session shows you exactly how to handle rapid growth without losing visibility, staying compliant across regions, and integrating new properties quickly when deals close.

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Lease Processes

From Hype to Action: How to Build with Agentic AI (The Right Way)

Everyone’s talking about agentic AI—but not everyone’s building it right. Join us to learn how to design and deploy AI correctly. Agentic AI can be game-changing—but only if it’s done right. In a sea of AI tools that promise the world, it’s hard to know which ones actually deliver. In this webinar, we’ll walk through the six questions every CX leader should ask before choosing an agentic AI solution.

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Agentic AI

2026 Economic Outlook – C-Suite Briefing

As we enter 2026, businesses and organizations of all types and sizes face an increasingly complex landscape shaped by rapidly changing business and economic economic environments, extreme political and geopolitical tensions, and rapid technological advancements. No question inflation, interest rates, stock market and currency fluctuations, and global supply chain realignments remain at the forefront of challenges. Navigating these complexities is essential for C-suite decision-makers—including CEOs, COOs, CFOs and Controllers, Boards and related role. Join us for an exclusive session with Curtis Dubay, a nationally recognized economist and Chief Economist at the U.S. Chamber of Commerce as he shares actionable insights to help your organization thrive amidst the uncertainties of 2026 and beyond.

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Curtis Dubay

Your ERP Strategy Needs Momentum: 2026 Growth Starts with NetSuite Now!

Join this webinar to learn how to break free from outdated infrastructure and position your business for scale, agility, and smarter decision-making. Discover how leading organizations are leveraging NetSuite ERP to streamline operations across finance, inventory, and reporting, gain real-time visibility into performance and profitability, and replace manual processes with automated, scalable workflows.

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ERP Strategy

Operation Agentforce: Salesforce AI Declassified

Is your organization ready to scale without adding headcount, overhead, or complexity? Discover the power of Salesforce’s cutting-edge AI tool, Agentforce. Join Citrin Cooperman’s Salesforce team and a special guest from Salesforce for an exclusive Agentforce insider’s webinar.

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Salesforce AI Declassified

How to Build a Resilient Quote-to-Cash Process

For many companies, the Quote-to-Cash process – from quoting in your CRM through billing and collections in your ERP – breaks down at the hand-offs. Critical data and documents (emails, PDFs, contracts) get lost in the gaps, causing delays, duplicate work, compliance risk, and missed revenue. In this session, discover how to eliminate leaks, accelerate approvals, and create a single source of truth across sales, operations, and finance — without adding integration headaches.

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Quote-to-Cash

Document Management Tips, Tricks and Best Practices

Despite the power of ERP systems, critical processes like Quote-to-Cash and Procure-to-Pay still break down—because of what’s not in the system. Manual document handling, email silos, disconnected approvals, and missing audit trails all introduce risk, drag, and wasted time. This session introduces a document management maturity model that shows how your ERP workflows are affected at every level—and what leading teams are doing to eliminate the friction. You’ll leave with a practical framework to evaluate where your organization sits today, and a clear view of how integrated document management can unlock better efficiency, compliance, and scale—without overhauling your ERP.

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NetSuite’s Full Power

AI By Design Live: Your Microsoft 365 Copilot Blueprint

If you are looking to get started with AI or exploring use cases, join us for AI by Design Live. This monthly session focuses on the “art of the possible” with Microsoft 365 Copilot. We will share practical examples, highlight what is new, and host a live Q&A session where you can get answers to your most pressing AI questions.

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AI By Design Live

Making AI Work for Your Business

Learn how AI streamlines workflows, enhances decision-making, and elevates customer experiences. Additionally, gain key insights into Microsoft’s latest AI strategy, including highlights from the recent Microsoft Fabric conference, which showcased updates to Fabric—the backbone of Microsoft’s AI infrastructure.

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AI

Tomorrow’s Factory Is Already Here

Join us for an enlightening session with Kevin O’Marah, Co-Founder of Zero100, as we delve into the transformative landscape of modern manufacturing. Where is this critical industry today? And where is it heading? We will explore how digital tools and human ingenuity are reshaping the manufacturing world & its future.

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Tomorrow's Factory

From Legacy To Leading Edge, Morgan Foods’ Supply Chain Journey

Over the last 3 years, Morgan Foods, Inc., US market leader for private label soups and beans, achieved a supply chain transformation with SAP. By deploying Advanced planning system and Business Network along with their S/4HANA, they improved supply chain resiliency with effective planning, execution, and collaboration with their trading partners. Discover their journey from “legacy to leading edge.”

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Supply Chain

2025 State of Operations Talent Study – Webcast Panel & Results

Learn how your COO and Operations peers are dealing with Operations talent challenges including recruitment and retention. Benchmark Hybrid, Onsite and Remote work environments. A panel of Operations experts will share the results of our national study of Operations Talent, along with best practices insight and ideas. By understanding these factors, COOs and their organizations can develop effective strategies to attract and retain Operations talent, which is crucial for staying competitive in today’s business landscape.
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2025 State of Operations Talent Study

Why COOs Should Prioritize Operational Efficiency Over Growth

In this webinar, we’ll challenge the conventional wisdom that growth should always come first. Instead, we’ll explore why operational efficiency is the key to long-term success. This significant difference highlights the growing recognition that optimizing operations is more critical than pursuing growth without a solid foundation. As businesses grow, complexity increases, leading to inefficiencies that can slow progress. In this session, we’ll discuss how focusing on optimizing your operations can drive scalability without the pitfalls of uncontrolled expansion. Join us for actionable strategies, real-world insights, and learn how integrating a document management system (DMS) with ERPs and systems including NetSuite, Microsoft, CCH and more can streamline processes, reduce overhead, and lay the foundation for sustainable growth.
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Operational Efficiency

Fast Track to NetSuite: Go Live in Under 90 Days With NetSuite Now

ERP implementations don’t have to be slow, expensive, or disruptive. Join us for an exclusive webinar to learn how NetSuite Now by Citrin Cooperman helps growing companies launch NetSuite in under 90 days, delivering fast results without sacrificing scalability or support.

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ERP

C-Suite 2025: Outlook & Sentiment Study – Webcast Panel

Be the first to learn what your C-Suite peers are planning for in 2025! With a backdrop of extraordinary geo/political risk, rapidly changing financial markets, and return to office talent challenges, what are CEOs, COOs, CFOs and related executives doing differently to manage in 2025 and beyond? The annual C-Suite Outlook & Sentiment Study seeks to understand how business and economic environments are shaping planning, strategy, priorities and outlooks.

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C-Suite 2025: Outlook & Sentiment Study

2025 Economic Outlook Webcast

As we enter 2025, businesses face an increasingly complex landscape shaped by persistent economic volatility, geopolitical tensions, and rapid technological advancements. Unpredictable interest rates, inflation, stock market and currency fluctuations, and global supply chain realignments remain at the forefront of challenges. Navigating these complexities is essential for C-suite decision-makers—including CFOs, Controllers, CEOs, COOs, and CIOs. Join us for an exclusive session with Curtis Dubay, a nationally recognized economist and Chief Economist at the U.S. Chamber of Commerce as he shares actionable insights to help your organization thrive amidst the uncertainties of 2025 and beyond.

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Curtis Dubay

Unlocking Innovation: Key Updates from Microsoft Ignite Webinar

Citrin Cooperman is hosting an exclusive webinar, Unlocking Innovation – Key Updates from Microsoft Ignite! Join us for an in-depth look at the latest announcements and innovations revealed at Microsoft Ignite, and discover how they can drive transformation in your business and IT strategies.

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Unlocking Innovation: Key Updates from Microsoft Ignite Webinar

2024 Operations Talent Study – Webcast Panel & Results

Learn how your COO and Operations peers are dealing with Operations talent challenges including recruitment and retention. Benchmark Hybrid, Onsite and Remote work environments. A panel of Operations experts will share the results of our national study of Operations Talent, along with best practices insight and ideas. By understanding these factors, COOs and their organizations can develop effective strategies to attract and retain Operations talent, which is crucial for staying competitive in today’s business landscape.

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2024 State of Operations Talent Study

Meet the COO Interview Series: Charles Mayfield

This interview features Charles Mayfield, COO of Chicago Public Schools, the fourth-largest school district with 800+ sites, 9k employees, and a $9B budget. Charles’ role involves Facilities, IT, Nutrition, Procurement, Safety/Security, and Transportation. Prior roles included Executive Director/Chief Procurement Officer for CPS, and Assistant Director Procurement for the Chicago Housing Authority (CHA), and 24-year in the United States Air Force Reserve.

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Charles Mayfield

Meet the COO Interview Series: Swati Reichmuth

This interview features Swati Reichmuth, COO/CFO of Rune Labs, a San Francisco based precision neurology digital health startup. Swati’s Operations career began as a mechanical engineer at CISCO, then management consultant and Chief of Staff at Deloitte Consulting (SF), followed by Business Operations at Samsung Digital Health, and then a rapid trajectory of funding and promotions at digital health startup BrightInsight. Swati earned an MBA-Strategy & Operations at UC Berkeley, and a BS Mechanical Engineering, UC Berkeley. She is an Advisor in Residence at Kicker Ventures, and member of the San Francisco chapter of Chief, an association for women executives.

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Swati Reichmuth

2024 COO/Operations Sentiment Study Results – Webcast Panel

Be the first to learn the results of the 2024 COO/Operations Sentiment Study, and hear perspectives from your COO and Operator peers. The annual Sentiment Study seeks to understand how macro-economic trends are shaping corporate strategy, planning, and priorities. With a backdrop of unprecedented geopolitical risk, high interest rates and inflation, rapidly changing financial markets, a potential recession and continued talent challenges, how will the C-Suite manage in 2024 and beyond?

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2024 COO/Operations Sentiment Study

2024 Economic Outlook – Webcast Panel Discussion

Despite easing pandemic pressures, economic and political environments continue to be both unpredictable and rapidly changing. High interest rates, inflation, volatility in the stock market and foreign exchange, and for some, recession and supply chain issues. Domestic and global economics will prove challenging to C-Suite decision makers including CEOs, Controllers and CFOs, COOs and CIOs. To understand and manage these uncertainties, learn from renown economist and subject matter expert Dan North, a nationally-recognized economist and Chief Economist, Allianz Trade.

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2024 Economic Outlook

Meet the COO Interview Series: Courtney Rottman

This interview features Courtney Rottman, Chief Operating Officer for Care Technology at Evernorth Health Services, a Cigna Group corporation. Courtney is based in Dallas and has more than 20 years of experience serving in operations leadership roles at such global social innovators as St. Jude Children’s Research Hospital-ALSAC, Baylor Scott & White Health, Susan G. Komen for the Cure, and Travelocity.com.

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courtney rottman

2023 Operations Talent Study – Webcast Panel & Results

Learn how your COO peers are dealing with talent challenges including recruitment and retention. Benchmark Hybrid, Onsite and Remote work environments. A panel of Operations experts will share the results of our national study of Operations Talent, along with best practice advice. By understanding these factors, COOs and their organizations can develop effective strategies to attract and retain operations talent, which is crucial for staying competitive in today’s business landscape. Learn from a panel of COOs.

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2023 Operations Talent Study

Meet the COO Interview Series: Mel Heckman

This interview features Mel Heckman, serial COO and technology executive. Mel Heckman is an accomplished operations and technology executive with nearly 30 years experience in technology infrastructure, supply chain and procurement, digital transformation and business intelligence across a wide range of industries. His many COO and technology roles span mid-market to Fortune 500 corporations. Mel’s long consulting career focused on C-Suite advisory and technology implementation for West Monroe Partners, Sikich, Ernst & Young, and others.

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Mel Heckman

The Global Digital Divide: Your Competitors are Getting Quantum Ready – Are You?

Large scale, fault-tolerant quantum computing is fast-approaching and will be available well within this decade. A few forward-thinking leaders in sectors such as finance, life sciences, tech and telecommunications have taken steps to become quantum ready, but most have yet to start preparing for the impact that this transformational technology will have on business innovation, competition, and security.

View this webcast, where Jack Hidary, SandboxAQ, and Pete Shadbolt, PsiQuantum, discuss what steps companies and countries need to take in the next few years to be quantum-ready, and plan for a new era of innovation.

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SBAQ The Global Divide Webcast

Combatting Labor Shortage and Supply Chain Disruption

Join us as an expert from RF-SMART discusses how to combat labor shortages and supply chain disruptions that began in 2020. You’ll learn about the evolution of the supply chain in the last decade, inventory model shifts, the pandemic’s effect on purchasing and labor shortages, and how NetSuite customers are solving these challenges.

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CIOs Foster Innovation

2023 Economic Outlook – Webcast Panel Discussion

From post-pandemic to extraordinary economic uncertainty, the business and corporate finance outlook remains in constant flux. Record inflation, high interest rates, volatile stock market and foreign exchange, and for some, recession and supply chain issues. To understand and manage these uncertainties, learn from a renown economist and subject matter expert Dan North, a nationally-recognized economist and Chief Economist, Allianz Trade.

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2023 Economic Outlook

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