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The Intelligent Close: Navigating AI Solutions For Close Optimization
Thursday, 24 September 2026 2:00 p.m. ET

Virtual - Dbriefs

CPE credits | Event language: English

24 Sep. 2026

Thursday, 02:00 p.m. ET | 1 Hr.

The Intelligent Close: Navigating AI Solutions For Close Optimization

Controllership Perspectives

Participants will identify drivers of close optimization and how AI-powered financial close solutions can enable a future-ready finance function.

Host : Katie Glynn, partner, Deloitte & Touche LLP
Presenters: Tom Toppen, managing director, Deloitte & Touche LLP
                      Louis Eksteen, managing director, Deloitte Consulting LLP
                      Travis Behan, managing director, Deloitte & Touche LLP

1.0 OverviewCPE credit | Accounting

Key takeaways

Organizations advancing finance transformation recognize that an intelligent close is foundational to a trustworthy, streamlined, and agile operating model. But how can finance leaders identify the right AI-enabled solutions and overcome implementation challengesto optimize the record-to-report (R2R) close process? We’ll discuss:

  • The core components of an AI-enabled R2R process, combining intelligent automation and machine learning to transform the financial close.
  • Common implementation challenges and a decision framework for choosing whether to build or buy intelligent close solutions.
  • Lessons learned from finance leaders on the path toward an autonomous close ecosystem.