Event

Meet Board at NAFES 2026

Name: NAFES Fall 2026 | Board
Start: 2026-10-19T14:15:00-06:00
End: 2026-10-21T13:45:00-06:00
Location: Austin, TX

North American Finance Executive Summit
Visit us at Booth #1

Omni Barton Creek Resort & Spa, 8212 Barton Club Dr, Austin, TX 78735

Oct 19-21

2026

2:15 PM

CST

Book a Meeting

The number you can defend. The plan that keeps up. The change you can explain.

Finance leaders own the number they take to the board. They need to know where it came from, what changed and what it means for the business.

Board is the most trusted Agentic Planning Platform for Aligned Enterprise Decisions. It connects financial and operational data with planning models, business logic, and external signals, helping Finance respond to change and stand behind the numbers.

With Board, planning, close and consolidation run on one platform reducing reconciliation and making the number easier to trace. As costs, demand and market conditions change, Board brings those shifts into the forecast so the plan stays current. The FP&A Agent helps Finance explain what moved by tracing performance changes to their drivers and showing its reasoning for review.

Visit us at Booth #1 or schedule a 1:1 meeting with an expert to:

Bring FP&A, reporting, close and consolidation together on one integrated core
Reflect changes in costs, demand and market conditions in the forecast
Trace performance changes to the business drivers behind them
Keep Finance in control of AI-supported decisions

Book Your 1:1 Meeting

Meet Our Finance Experts

Dan Rebella

Global GM Finance & Analytics, Board

Michelle Green

Chief Economist, Board

Join Our Speaking Session

Day 1 |  October 20 | 9:50 AM 

Before the Agents: What Finance Has to Fix First

Every finance team is being asked about AI. Most pilots stall before they reach the close or the forecast — not because the model is wrong, but because the planning foundation underneath it isn’t there.

Vantage got the order right. Across a global portfolio of airports, they rebuilt financial reporting, commercial and POS analytics, and FP&A on one platform. Miguel Santos joins Board and Wipro to walk through what that took, what they deliberately left alone, what changed as a result, and where AI and agents come next; now the groundwork is there.

We’ll Cover:

The business drivers behind the decision to modernize
What got fixed first, and what was left alone
Connecting internal and external data to build an AI-ready foundation
Lessons learned, and how the value was measured
Where AI and agents fit once the groundwork is done

Your Session Hosts

Dan Rebella

Global GM Finance & Analytics, Board

Brian Smith

Finance & Transformation Executive, Wipro

Miguel Santos

Senior Manager of Finance Systems & Asset Accounting, Vantage Group

Native, governed AI for faster, smarter finance

FP&A delivers the greatest value when planning is built on trusted financial information.

The Board FP&A Agent works alongside the Board Controller Agent to connect financial close, consolidation, planning, and performance management into one continuous decision-making process. As the Controller Agent establishes governed, audit-ready financial data, the FP&A Agent builds on that trusted foundation to deliver deeper analysis, stronger forecasts, and more informed strategic decisions.

Together, they unlock new capabilities that connect financial integrity with forward-looking planning across the Office of Finance.