The retail industry is experiencing rapid transformation driven by shifting consumer behaviors, rising operational complexities, and increased pressure on financial accuracy and speed.

In this webinar, CLA’s digital, finance, and transformation leaders will explore how AI can streamline financial operations, improve visibility across stores and departments, and help retailers make smarter, faster decisions.

Key takeaways:

Drawing on CLA’s deep experience supporting retail organizations — and more than 2,000 Sage Intacct implementations across diverse industries — this session offers a practical roadmap for using AI to strengthen financial operations, reduce manual work, and modernize back-office processes.

By the end of this webinar, participants will be able to:

  • Understand the top AI trends impacting retail finance
  • Identify where AI can immediately improve accounting and back-office workflows
  • Explore practical applications of AI in a modern financial management solution: Sage Intacct
  • Discover how to create a roadmap that drives digital and financial modernization

Who should attend

This webinar is ideal for:

  • Retail and grocery finance leaders: CFOs, controllers, VPs of finance, and accounting managers looking to modernize financial operations and improve forecasting.
  • IT, digital, and transformation leaders: Executives responsible for system integration, ERP modernization, and automation strategy.
  • Retail operators and multi‑store leaders: Teams seeking real‑time visibility across locations, improved margin analysis, and better cash‑flow insights.
  • Organizations evaluating financial modernization: Businesses outgrowing manual Excel‑based reporting, fragmented systems, or legacy platforms.

Questions?

Contact Bianca Granado

Webinar speakers

Krystal Pertuit

Digital Growth Director

Taylor Brown

Consulting Director

Jordan Alexander

Digital Growth Director

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