Make Confident Decisions with AI-Powered Continuous Planning 

2025 Gartner NA CFO & Finance Executive Conference

National Harbor, MD| May 20-21 2025| Booth #426

Coming to Gartner NA CFO & Finance Executive Conference? Be sure to visit booth #426 for proven strategies and solutions that get results.

Enhance your planning process. Ensure accurate, real-time data. Empower your organization to react at the speed of business. All with the Enterprise Planning Platform.

Make sure you don’t miss our speaking session.

May 20th | 3:15 PM | Maryland D

Confident Decisions in Uncertain Times: A Panel on AI-Powered Finance Transformation

In a world of constant change, finance leaders are rethinking how their teams operate and drive impact. This panel features executives who’ve embraced AI and continuous planning to lead with clarity and confidence. Hear how top companies transformed finance—automating processes, unifying data, and using intelligent insights to make agile, forward-looking decisions. Panelists share lessons learned, key outcomes, and how Board powers a more resilient, data-driven future for finance in the age of AI.

Jacqueline Mesec

Regional VP Sales at Board

Pete Valadez

Senior Director of Finance at Whataburger

Troy Anderson

CFO at Kelly Services

Plan for performance.

Constantly battling outdated plans?

Realize a rapid, seamless planning process that ensures complete alignment among relevant stakeholders.

Enable business partnering

Empower your team with real-time insights needed to strategically guide the organization toward profitable performance.

Focus on delivering insights

Reduce the time spent collecting data and past performance and make your process more agile to drive long-term strategy.

Integrate your processes

Connect data across systems, align departments around one platform, and ensure everyone uses a single version of the truth.

Collaborate flexibly

Allow planners across the organization to simultaneously work together through shared dashboards and a built-in chat interface.

Level up to xP&A

Expand planning beyond the finance function and realize a best practice extended planning and analytics (xP&A) approach.

Visit Board at Booth #426 for a personalized demo of the benefits Board can bring to your organization.

Board is hosting an Executive Lunch on Day 1 .

May 20th | 1:15 PM | Old Hickory Steakhouse

AI & the Future of Finance: From Reactive to Real-Time Decision Making 

Led by industry experts and thought leaders from Board, this session will dive into how leading organizations are using AI to modernize their financial and operational planning, automate key processes, and unify data across the enterprise. You’ll gain practical insights on how to drive high-impact decisions through continuous planning—before challenges reach the bottom line. 

Join us for a candid conversation over lunch with your peers to discuss:

  • The evolving role of finance in the AI era
  • Best practices for shifting from static to continuous planning 
  • How to turn data into confident decisions with speed and precision

Real-world examples from organizations driving financial transformation with Board

Seats are limited – email Cristina at [email protected] to reserve your spot.

We’re experts in helping companies succeed!

But don’t just take our word for it—our extensive global community can attest to our success in helping them achieve their goals.

The ability to have real-time information has been a huge benefit to the organization. It allows for quicker decisions, and it also creates confidence in what my finance team produces with the Executive Leadership Team.

Connect with us!

Enhance your planning process. Ensure accurate, real-time data. Empower the enterprise to react at the speed of business—all with Board.

Complete the form to schedule a 1:1 with our team at the event.