Tech Modernization Framework Roundtable:

An Interactive CFO/CIO Working Session

Sponsored By:

We are pleased to announce an INTERACTIVE roundtable lunch with Protiviti/Robert Half’s Implementation expertise, focused on the real‑world crossroads where CFO priorities and CIO realities collide.

This session is designed specifically for financial leaders, CFOs, and the CIOs who support—and sometimes challenge—them, as organizations modernize their technology landscape and navigate complex ERP and system transformations.

We are currently finalizing the agenda and would value your feedback. To help us tailor the discussion to the most relevant issues, please submit any topics you’d like us to cover to danny.memmott@roberthalf.com and he will curate/incorporate all suggestions.

Learning Objectives:

• Explore what finance and technology leaders are planning or recently implementing across major platforms (SAP, Oracle, Workday, Dynamics, NetSuite, and more).
• Identify the biggest challenges companies face during modernization—such as user adoption, upskilling teams, data accessibility, system security, and optimizing ERP functionality.
• Understand bandwidth constraints and gaps in internal expertise that often slow or threaten system implementation success.
• Examine where CFOs and CIOs most frequently experience friction—and how to transform that friction into partnership during major system changes.
• Gain practical insights and strategies to improve cross‑functional alignment, governance, and delivery during modernization and ERP upgrade initiatives.

AGENDA:

• 11:30 AM – 12:00 PM Registration + Networking
• 12:00 PM – 12:50 PM Roundtable Discussion + Lunch
• 12:50 PM – 1:00 PM Closing Remarks + Adjournment

Lunch will be provided.