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Q1 FY25-26 Finance Evolution Event_Title_1-04 (1)

Helping business leaders use technology to shift from reporting the past to shaping the future 

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BRISBANE 
Tue Sep 2nd
8:45AM-12:30PM

The Inchcolm

SYDNEY 
Tue Sep 9th
8:45AM-12:30PM

Kimpton Margot

MELBOURNE
Tue Sep 16th
8:45AM-12:30PM

voco Melbourne

ADELAIDE
Thu Sep 18th
8:45AM-12:30PM

Stamford Plaza

The Role of Finance Has Never Been
More Pivotal - or More Powerful 

Today’s finance and tech leaders face increasing complexity and constant change. As transformation accelerates, you hold the power to align strategy with reality, reshaping how your organisation plans, invests, and drives growth through smarter processes, people, and technology. That's why in today's business landscape, finance isn't just a function. It's a force.

Key Takeaways

Featuring guest speakers Jarrod Morris (Founder - Bolden) and Ross Sardi (CEO - First Focus) you'll walk away with:

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A clear picture of how leaders are reshaping planning and performance in 2025 and beyond

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Steps to move away from disconnected data and towards agile and integrated financial systems

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A framework for building and calculating ROI on tech investment cases that land with decision-makers

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Practical ways to measure the full impact of tech: risk reduction, productivity gains, and smarter spend

What's in Store

With the rise of cloud platforms, connected data, and intelligent forecasting, business leaders are reimagining what’s possible in their roles. If you're ready to move beyond static planning and lead with speed, precision, and purpose, then this is your moment.

  • Get a behind-the-scenes look at how modern CFOs are using tech and data to drive smarter decisions

  • Discover honest insights into why so many tech and digital transformation investments underdeliver – and what to do differently

  • Connect and talk with peers who are navigating the same challenges of growth, complexity, and change

Event Agenda

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Join us in a city near you for an engaging morning of insights, connections, and strategies to transform your organisation through smarter planning, connected data, and strategic tech investments.

Save Your Spot

Speakers and Sessions

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Jarrod Morris
Founder - Bolden (APAC Xero Advisory Council)

Finance is no longer just about reporting the past — it’s about powering what comes next. In this session, expert Jarrod Morris will help leaders move from reactive reporting to strategic leadership, with finance at the core of sustainable growth

He’ll explore how cloud-based platforms can connect finance with operational data to support faster, more accurate, and real-time planning. He'll also share eight ways the planning cycle is evolving and practical steps to modernise your financial models, prepare your data, and drive better decisions.

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Ross Sardi
CEO - First Focus

With over two decades of experience leading Australia's top-ranked Managed IT Service Provider, Ross Sardi brings a practical approach to technology and digital transformation projects.

In his session, he’ll explore how to define, calculate, and project the ROI of IT investments by sharing proven strategies to measure success beyond just the bottom line.

From scenario planning and risk mitigation, to improving user satisfaction and operational efficiency, Ross will show finance and business leaders how to get tangible, lasting value from their tech spend.

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