MYCPE ONE

2026 Business Finance Symposium

Strategic Planning and Capital Optimization

236

Interested

People have shown interest recently

AI Review Summary

Generated by AI based on all course reviews

Conference Overview

Financial leaders in 2026 will face the challenge of managing capital in a world of shifting interest rates, inflationary pressures, and growing competition. The "2026 Business Finance Symposium: Strategic Planning and Capital Optimisation" brings together strategies for forecasting, working capital management, and long-term value creation. This conference highlights how technology and analytics can help businesses stay agile and allocate capital more effectively. By focusing on resilience and growth, finance professionals will gain fresh perspectives on turning volatility into opportunity. Business leaders attending the symposium will leave equipped to align financial strategies with organisational goals. Join this conference to strengthen your ability to guide performance in unpredictable markets.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Finance
CPA (US) 1 BusIness Management & Organization
CPA in Canada 2 Finance
CMA 3 Corporate Finance
CMA 1 Business Management
CPA/ABV 3 Finance
CVA 3 Finance
DE LPA 3 Finance
DE LPA 1 BusIness Management & Organization
CTP 3 Financial Planning and Analysis
ACCA 4 All
CA - ICAEW 4 All
CFP (CA) 2 Financial Management & Planning
FPAC 3 General finance principles and financial concepts
CBA/MCBA 3 Finance
IA LPA 3 Finance
IA LPA 1 BusIness Management & Organization
ME LPA 3 Finance
ME LPA 1 BusIness Management & Organization
CA - Scotland 4 All
CA - Ireland 4 All
CPA - Ireland 4 All

Sessions

Jan 5th, 2026

Speakers:
Speaker Name
Paulo Ribeiro


OLI-Sistemas Sanitarios S.A

  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating

In today’s volatile business environment, CFOs are no longer just financial stewards; they are strategic navigators steering organizations through disruption. From AI-driven analytics to climate-conscious capital allocation, finance leaders are redefining how decisions are made. Are you ready to transition from reactive planning to a proactive, risk-aware strategy that enhances agility and resilience?

This CPE session presents a practical roadmap for CFOs and finance professionals to evolve their planning and performance frameworks. You’ll explore how to implement rolling, driver-based forecasts, integrate ESG and tax strategy into investment decisions, and establish governance frameworks that balance innovation with accountability. The discussion also covers how digital transformation and AI can strengthen financial foundations while ensuring compliance and transparency.

Major Topics:

  • Digital Finance Foundations
  • AI and Governance
  • Rolling Forecast Models
  • ESG-Linked Capital Planning
  • Global Tax Readiness

By the end of this CPE virtual session, you’ll know how to simplify your organization’s priorities and execute with precision. Join us to equip your finance function with tools to help your business decide faster, operate smarter, and withstand future shocks.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Discuss how CFO priorities are evolving in a digital-first world.
  • Identify methods to integrate ESG and climate into financial planning.
  • Analyze strategies for effective AI governance in finance.
  • Explain how to apply driver-based rolling forecasts.
  • Explore risk management approaches for global tax and cyber threats.

Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Justin Muscolino

Owner
Justin Muscolino

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

The world of corporate finance is transforming faster than ever. With the rise of automation, artificial intelligence, and digital platforms, finance professionals are finding themselves at the intersection of innovation and strategy. But how can leaders stay ahead when technology evolves faster than regulations, and efficiency often comes at the cost of control? 

Through this session, you’ll explore how AI and automation are reshaping everything from reporting to decision-making. You’ll also uncover how governance, risk, and compliance frameworks are evolving to meet the demands of multi-entity environments. Each topic is grounded in real-world insights and tools that help professionals transform their finance operations into agile, data-driven engines of growth.

Major Topics:

  • AI-Powered Finance Transformation
  • Automation and Process Efficiency
  • Governance and Risk Frameworks
  • Multi-Entity Reporting Strategies
  • Data-Driven Decision Making

Whether you’re a CFO, controller, or aspiring leader, this CPE virtual session will help you navigate complex systems, strengthen governance, and unlock smarter financial strategies. Join us to discover how to thrive in the new era of digital finance and lead your organization with clarity, foresight, and resilience.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Discuss how to harness AI-powered platforms and automation in finance.
  • Identify methods to strengthen governance, risk, and compliance controls.
  • Analyze strategies to drive cross-functional, data-driven decision-making.
  • Explain the role of multi-entity reporting in efficient operations.
  • Explore practical AI and GRC applications for future-ready finance.

Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Justin Muscolino

Owner
Justin Muscolino

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Finance is no longer just about balancing books, it’s about driving innovation, strategy, and value through technology. As automation, AI, and analytics reshape the business world, finance leaders face a crucial question: Is your team equipped to thrive in this digital era? This session provides a roadmap for transforming traditional finance functions into dynamic, tech-enabled powerhouses that lead change rather than follow it.

You’ll explore how finance professionals can embrace digital transformation to improve efficiency, accuracy, and strategic impact. From leveraging AI for forecasting to using data visualization for decision-making, participants will discover practical ways to modernize their operations and mindset. The CPE session also highlights how to build a culture of adaptability and continuous learning within your finance team, ensuring long-term success.

Major Topics:

  • Driving Digital Transformation
  • Leveraging Finance Technology
  • Building Agile Teams
  • Data-Driven Decision-Making
  • Future-Ready Leadership

Whether you’re leading a large enterprise or managing a small team, this CPE virtual session helps you drive digital adoption with confidence. You’ll walk away ready to guide your team toward innovation, resilience, and measurable results in an increasingly data-driven business landscape.

For more CPE Business Management Courses, Click here.

Learning Objectives

  • Discuss how to embrace digital transformation within finance functions.
  • Identify new technologies that enhance efficiency and decision-making.
  • Analyze the critical skills required in a digitally integrated environment.
  • Explain strategies to create and lead a future-ready finance team.
  • Explore ways to position finance professionals for success in a digital age.

Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Justin Muscolino

Owner
Justin Muscolino

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Artificial Intelligence is no longer just a futuristic concept; it’s transforming the way finance operates today. From automating manual tasks to uncovering insights hidden in data, AI is redefining how finance teams drive business value. But the real question is: how can finance professionals harness AI not just for efficiency, but for strategy and innovation?

This CPE session dives deep into the transformative power of AI across finance. You’ll explore how intelligent automation, machine learning, and predictive analytics are changing the finance value chain from Lead to Cash and Source to Pay, to Record to Report, and FP&A. Through practical insights and real-world examples, participants will uncover how to embed AI across processes, extend team capabilities, and design smarter workflows tailored to their organization’s unique goals.

Major Topics:

  • Integrating AI in Finance
  • AI-Powered Decision Systems
  • Predictive Financial Analytics
  • Intelligent Process Automation
  • Future-Ready Finance Strategy

By the end of this CPE virtual session, you’ll know how to translate AI’s potential into measurable financial performance. Join us to future-proof your finance function and create a roadmap that puts you at the forefront of digital transformation.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Discuss how to embed AI seamlessly into enterprise systems for efficiency.
  • Identify ways to leverage AI-native tools to expand finance capabilities.
  • Analyze methods to design AI-driven solutions for organizational challenges.
  • Explain the five AI value catalysts that future-proof finance transformation.
  • Explore strategies to accelerate digital growth within modern finance functions.

Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Justin Muscolino
Justin Muscolino

Owner
Justin Muscolino

Jan 5th, 2026

View More
Paulo Ribeiro
Paulo Ribeiro


OLI-Sistemas Sanitarios S.A

Jan 5th, 2026

View More

Reviews and Ratings

out of 5

ratingratingratingratingrating
8 ratings

Excellent

Very Good

Average

Poor

LM

Lori Mathews,
3 ratingratingratingratingrating

They kept changing the times for breaks and starts.

LM

Lori Mathews,
3 ratingratingratingratingrating

They kept changing the times for breaks and starts.

FG

Frederic Gore, Chief Financial Officer (CFO)
4 ratingratingratingratingrating

Overall the course was helpful.

NE

Neeland Enniss, President
4 ratingratingratingratingrating

The program was not exactly what I expected but met the program criteria.

DH

Dmytro Halushchak,
5 ratingratingratingratingrating

Overall, the Business Finance Symposium was a very positive experience. The sessions were well organized and covered relevant and timely topics in business and finance. The speakers were knowledgeable and shared practical insights that can be applied in day-to-day professional work. The online format via Zoom was convenient and easy to follow, and the CPE structure was clear and well managed. I found the symposium to be a valuable opportunity for professional development and continuous learning.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com