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Modernizing the Office of the CFO

Tue Mar 24, 2026

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Modernizing the Office of the CFO

Automating Finance Operations for Better Performance, Visibility & Control

Tuesday March 24 2026 @ 12:00 PM EDT

Presented By

Speakers and Panels

Hellois Scheeres

Hellois Scheeres

Chief Risk Officer, Forman Capital
Josh Israel

Josh Israel

CFO, The Davis Companies
Amy Hall

Amy Hall

COO, Caton Commercial

What We'll Cover

What You'll Learn From This Webinar

  • How finance leaders are modernizing the “Office of the CFO” through automation, smarter workflows, and connected systems.
  • Where automation and AI are delivering the most meaningful gains in efficiency, accuracy, and speed.
  • How leading finance teams are reducing manual work, shortening close cycles, and improving reporting consistency.
  • How accounting execution, reporting, and performance data can function as one integrated system rather than disconnected tools.
  • Best practices for implementing automation without disrupting day-to-day operations.
  • How finance leaders are improving visibility and decision-making while operating with lean internal teams.
  • Real-world examples of CFO teams transforming operations to become more scalable, resilient, and insight-driven.
  • How to evaluate technology, data, and service partners that support end-to-end finance processes.
  • What the next phase of finance operations modernization looks like, and how to prepare your team for it.

 

How You'll Do More Business From Attending This Webinar

Finance teams are under increasing pressure to do more with less. Limited internal resources, growing reporting demands, and rising complexity require smarter systems—not more manual effort.

This panel will focus on practical, experience-driven insights from finance practitioners who have successfully modernized their operations. Attendees will learn how automation and connected finance systems can:

  • Enhance financial visibility and control across the organization.
  • Improve reporting accuracy and reduce operational risk.
  • Accelerate close cycles and streamline day-to-day accounting execution.
  • Support better decision-making through real-time performance data.
  • Whether you operate within real estate or another asset-heavy industry, the lessons shared will be broadly applicable to any finance leader responsible for building efficient, scalable operations.

 

Fellow Webinar Attendees Include

Finance leaders, controllers, heads of accounting, FP&A professionals, operations leaders, managing partners, and executives responsible for financial visibility and reporting within their organizations.

 

Why You Should Attend This Session

Bisnow’s webinars convene experienced practitioners and decision-makers to share real-world strategies for success This session brings together real estate finance leaders with hands-on experience modernizing finance operations through automation and smarter workflows.

You’ll walk away with actionable insights you can apply immediately to:

  • Reduce manual processes and operational bottlenecks.
  • Create connected, end-to-end finance systems.
  • Improve accuracy, transparency, and executive reporting.
  • Build a finance function that scales with your business.

 

For questions regarding content, speaking, or sponsorship opportunities, please contact will.follett@bisnow.com.
To request disability-related accommodations, please contact catherine.rowntree@bisnow.com no later than seven business days prior to the event.

Agenda

Time Activity
12:00 PM
1:00 PM
Modernizing the Office of the CFO
Automating Finance Operations for Better Performance, Visibility & Control

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