Name: Next-Gen Finance Collaboration: Workflow Automation with the CFO Platform
Start: 2025-07-24T08:22:00Z
End: 2025-07-24T08:22:26.000Z
Location: BrightTALK

Lucanet empowers modern CFOs to lead with ease. Our standardized, ready-to-use, out-of-the-box solutions streamline financial processes and reporting, delivering unmatched speed and accuracy. Trusted by over 5,000 companies globally, Lucanet equips finance teams with compliance-ready data and intelligent workflows that enable confident decision-making. Inside Lucanet, you’ll find a passionate team of over 800 people dedicated to continuously improving our products – and to your success. Together with our global partner network, we provide the local knowledge and ongoing support you need to unlock the strategic potential of your finance team. Whether you're facing challenges with consolidation, financial planning, ESG reporting, or global tax complexities, you can count on Lucanet for an intelligent solution with fast time to value. Let's connect and discuss how we can help you simplify your daily work, gain data-driven insights, and make impactful decisions.

From Siloed Reporting to Strategic Collaboration: How Lucanet Revolutionized Finance with xP&A

Join us for a 60-minute deep dive into Lucanet's finance transformation journey—a real-world case study of how we evolved from traditional FP&A to becoming a strategic business partner through Extended Planning & Analysis (xP&A). 

In this webinar, Lucanet's finance and revenue operations leadership pulls back the curtain on our own transformation story. Discover how we broke down organizational silos, unified financial and operational planning, and built a data-driven culture that enables faster, smarter decision-making across the business. We'll share the challenges we faced, the solutions we implemented, and the measurable impact on our business performance.

What You'll Learn:
- The Journey: How we transitioned from fragmented Excel-based planning to an integrated xP&A platform while maintaining business continuity
- Organizational Change: Practical lessons on securing buy-in from 20+ department heads and transforming finance from cost center to value creator
- Technology Stack Integration: How we connected our xP&A platform with existing ERP, CRM, and BI tools to create a single source of truth
- Rolling Forecasts in Action: See how we replaced annual budgeting with continuous 18-month rolling forecasts that adapt to market changes
- Exit Readiness: How unified reporting and real-time KPIs positioned us for strategic opportunities and investor conversations
- ROI Evidence: Concrete metrics showing 40% reduction in reporting cycle time and 3x improvement in forecast accuracy
 
Key Takeaways:
- Blueprint for implementing xP&A in a high-growth environment
- Strategies for managing change resistance and driving adoption
- Practical tips for balancing automation with strategic analysis
- Framework for measuring and communicating finance transformation success

Smarter Planning in Action: Lucanet’s xP&A Journey

Experience an insightful webinar on Lucanet’s Tagger Agent for desktop, the AI-powered solution transforming XBRL reporting.  

Finance teams can now streamline their entire XBRL reporting workflow and unlock additional capacity and bandwidth easily using AI automation. Learn more about how you can reduce your team’s burden of page-by-page reviews, cell-by-cell tagging, and the risk of compliance issues that can result from calculation errors.  

Lucanet Tagger Agent automates the entire process of tagging an inline XBRL report that frees up time your team can use in other strategic tasks and projects.  Whether you’re preparing your first report or your hundredth, this webinar will help you work smarter while AI handles the heavy lifting.

AI-Powered automation now available for end-to-end inline XBRL Tagging workflows

Private equity firms and their portfolio companies are under growing pressure to streamline operations, enhance financial transparency, and plan more effectively for long-term value creation - all while navigating pricing sensitivity and complex reporting demands. 

Join Olivia Pilecka, (Senior Product Marketing Manager at Lucanet) as she invites Amantia Xhafaj (Senior Manager at Mutares)  for a high-impact session designed for PE decision-makers and PortCo finance leaders. Discover how modern Corporate Financial Planning (CFP) solutions are helping firms move from reactive reporting to proactive, insight-driven planning.

What you will learn:
- How PE firms are using finance automation and integrated planning to transform their portfolios
- Insights from a Mutares Operating Partner on connecting planning to value creation
- Practical tips for communicating value in price-sensitive markets
- Actionable ideas to help PE Operating Partners, Investment Directors, and PortCo CFOs make smarter, faster finance decisions

From Complexity to Clarity: How PE Firms Unlock Growth with Finance Automation

Do you know which tax risk matters most to your business right now?

Tax functions are facing mounting pressure from all sides. However, not every issue carries the same weight for every company. The real challenge lies in identifying the greatest risks for your organization. It's crucial to act before they cost you time, money, and credibility.

In this exclusive thought leadership session, Forrester and Lucanet reveal fresh global research that highlights the three most pressing risks for finance and tax leaders today – broken down by region:
- Compliance and penalty risks
- Emerging tax frameworks
- Automation and AI adoption
 
You’ll see where your organization stands in comparison to peers, which areas demand the most urgent attention, and how leading teams are already preparing to stay compliant and competitive.

What you will learn:
- Where the greatest tax risks lie today, based on Forrester’s new global heatmap
- How your organization compares to peers on Forrester’s compliance maturity curve
- Practical steps leading finance teams are taking to close gaps and prepare for upcoming mandates
 
Who will benefit?
- CFOs, Heads of Tax and Compliance, and Finance Directors
- Tax and finance professionals in multinational organizations
- Leaders seeking clarity and control in a fast-changing regulatory landscape

Forrester Knows Your Biggest Tax Risks – How to Take Control

Dicover how artificial intelligence is transforming disclosure management in financial reporting. Join Philipp Stampfuss (Managing Director R&D), Georg Schenk (Head of Professional Services), and Janis Steinmann (Head of XBRL) as they explore Lucanet's AI-powered solutions designed to streamline your reporting process while keeping you in control.

Learn about current AI capabilities including narrative writing and enhancement, intelligent XBRL tagging with 80% accuracy, and data analysis tools. Get a preview of upcoming features like layout automation, multilingual support, and natural language interaction. Plus, see our vision for the future of disclosure management with native HTML reporting, real-time compliance checks, and AI-powered insights.

Throughout this session, we demonstrate our commitment to the human-in-the-loop approach, where AI suggests and you decide. Every automation requires your review and approval, ensuring you maintain full responsibility and control over your financial disclosures.

Key Takeaways:

- Current AI tools for narrative content and XBRL tagging
- Upcoming workflow enhancements and intelligent assistance
- Future vision for dynamic, responsive reporting
- Best practices for AI implementation with human oversight

AI-Powered Disclosure: From Data Collection to Dynamic Reporting

Join us as we show how Hotelatelier seamlessly connected CFP & xP&A to create a stronger financial planning process.  You’ll see the data flows between the two (from dimensions and reports to Excel uploads), and how xP&A can be used for P&L budgets, revised forecasts, and headcount planning.

We’ll cover the key formulas, how far ahead you can plan, and what information comes back into CFP, including P&L structures and cash flow reports.

Finally, we’ll talk about how the tools are managed in practice (user access, upload frequency, centralized vs. company-level use) and give you a sneak peek at the new AI features that make forecasting and planning even smarter.

What you will learn:
- How CFP and xP&A fit together for smoother planning and reporting 
- Which data goes where, and how to easily set up models with Excel or other sources 
- How xP&A supports budgeting, forecasting, and workforce planning in practice 
- How its outputs enrich CFP reports like P&L and cash flow 
- Practical tips on user setup, uploads, and keeping everything running smoothly 
- How AI is starting to make planning and forecasting faster and smarter 

Who should attend?
- Existing Lucanet users who want to see how CFP and xP&A work seamlessly together in real-world scenarios 
- Finance professionals aiming to strengthen their planning, forecasting, and reporting processes 
- Controllers and CFOs looking to gain efficiency and agility in budgeting and workforce planning 
- Companies interested in exploring AI-driven financial planning innovations

Customer Spotlight: How Hotelatelier Transformed Financial Planning with Lucanet xP&A

In this thought-provoking webinar, we will explore:
- The Strategic Imperative: Why cloud adoption is now a competitive necessity for financial excellence, not just an IT decision
- Beyond Efficiency: How Lucanet's cloud-native architecture empowers CFOs to evolve from data managers to strategic business partners
- Seamless Transformation: Our proven approach to guiding your finance function through a frictionless cloud journey
- The Intelligent Finance Vision: How our platform enables predictive insights, scenario planning, and real-time financial intelligence
 
As Elias Apel, Chief Executive Officer at Lucanet notes, "The future of finance belongs to those who embrace change, harness technology, and lead with intelligence and purpose. The next-gen CFO isn't just adapting to transformation - they're driving it."

Join the finance leaders who are already making powerful moves by transforming challenges into opportunities. The future of finance is here.

The Strategic CFO: Cloud Innovation for Finance and Tax Leadership in the Digital Age

Join us for an innovative webinar where we bring the groundbreaking insights from AI in Action at Lucanet World 2025 directly to you. Discover how Lucanet is harnessing the power of artificial intelligence to revolutionize financial performance management, streamline reporting, and deliver actionable insights faster than ever before.

In this webinar, our expert speakers will walk you through the latest AI-driven innovations embedded within Lucanet’s solutions — demonstrating practical use cases that illustrate how these technologies can transform your finance workflows. Whether you’re looking to enhance forecasting accuracy, automate complex consolidation tasks, or gain deeper financial insights with minimal manual effort, this session will provide valuable knowledge and inspiration.

What you will learn:
- How AI capabilities are integrated into Lucanet’s software to optimize financial closing, consolidation, and planning processes
- Real-world examples of AI accelerating data validation, error detection, and reporting accuracy
- Ways to leverage smart automation for increased efficiency and compliance with regulatory standards
- The future of financial management powered by AI and how your organization can stay ahead
 
Who will benefit from watching the webinar:
Finance professionals, CFOs, controllers, FP&A managers, and anyone interested in the practical application of AI in financial operations. This one-hour webinar will conclude with a live Q&A session, providing you the chance to have your specific questions answered by our AI and finance performance management experts.

AI in Action – Exploring the Latest Innovations Across Lucanet Solutions

In diesem Workshop lernen Sie, wie Sie IFRS 18 mit Lucanet effizient umsetzen und Ihre Abschlussprozesse zukunftssicher gestalten.

What the session offers:
- Verständnis und praktische Umsetzung der neuen IFRS 18-Gliederung der GuV, einschließlich der verpflichtenden Kategorien: 
„Operating“, „Investing“, „Financing“, „Income Taxes“ und „Discontinued Operations"
- Anwendung der verpflichtenden Zwischensummen – insbesondere 
„Operating Profit“ sowie „Profit Before Financing and Income Taxes“
- Effiziente Kontenzuordnung und -strukturierung in Lucanet zur regelkonformen und automatisierten Abbildung der neuen Anforderungen
- Integration und konsistente Überleitung von Management Performance Measures (MPMs) in den Abschluss

Next Level Reporting – IFRS 18 mit Lucanet meistern (hosted by WTS & Lucanet)

Join us for an executive-level conversation where financial technology leaders from Lucanet and AWS tackle one of the most pressing challenges for today's finance organizations: how can data platforms meet the complex demands of modern financial operations. The discussion will explore how modern cloud-native architectures can provide the foundation for financial data management while maintaining strict governance, security, and compliance standards that finance organizations require.

What the session offers:
- Strategic insights on cloud-native data platforms that balance innovation with compliance
- Expert perspectives on how infrastructure decisions directly impact and add value to critical processes for the finance teams

Ensuring Scalability: Building Cloud-Native Data Platform for Finance Leaders

Join a senior analyst from Verdantix and a leading XBRL expert for a deep dive into how AI and digital reporting standards are transforming sustainability disclosure. As ESG regulations grow more complex, this session explores how organizations can combine intelligent automation with structured reporting to ensure compliance, accuracy, and strategic impact.

What the session offers:
- Expert insights on the convergence of AI, XBRL, and ESG strategy
- Practical guidance for implementing digital sustainability reporting frameworks
- A forward-looking view on how technology is reshaping corporate transparency

AI, XBRL & ESG: The Future of Digital Sustainability Disclosure

Join IDC’s top Financial Technology and AI analyst for a data-driven look at how AI is truly impacting finance today—and where it’s poised to deliver the most value next.
 
What the session offers:
- Unbiased insights into AI’s real-world performance in financial operations.
- Clarity on which AI applications are delivering measurable ROI today.
- Strategic guidance for CFOs evaluating AI investments and future potential.

Analyst Exclusive: AI in the Office of the CFO - From Hype to Strategic Reality

Get a first look at powerful new features in Lucanet's Consolidation and Financial Planning solution, featuring new capabilities to streamline your workflows and increase productivity.

Key Topics:
- Lucanet's journey so far: From Financial Client to the Platform
- The end-to-end user journey in this release
- How this change will impact you and why it matters
- Highlights of new features and enhancements included in the current release
- What’s next

Next-Gen Consolidation & Financial Planning: Shaping the Future of Your Financial Workflows

In this expert-led workshop, finance professionals will gain hands-on experience building advanced planning and analysis models that integrate financial, operational, and strategic dimensions.
 
What the session offers:
- Step-by-step guidance on constructing sophisticated xP&A models
- Practical techniques to unify financial, operational, and strategic planning
- Interactive learning designed to elevate your modeling capabilities

Hands-On Modeling Mastery: Building Sophisticated Planning and Analysis Models

Join Verdantix’s ESG and Sustainability Disclosure expert for a data-driven session on how forward-thinking SMEs are using the VSME framework to turn compliance into competitive advantage.

What the session offers:
- Authoritative insights from Verdantix research on ESG tech adoption and disclosure trends
- Strategic use cases showing how SMEs enhance stakeholder trust and capital access
- A fresh perspective on leveraging VSME for market differentiation and long-term value creation

Analyst Exclusive: ESG as Strategy: Unlocking Value with the VSME Framework

As ESG reporting becomes a strategic imperative, leading organizations are turning to digital solutions to ensure transparency, compliance, and actionable insights.
 
This session will explore Leonhard Moll's ESG journey, highlighting how the company integrates ESG metrics into its broader financial strategy.                                                                          

What it offers:
- A behind-the-scenes look at Leonhard Moll's ESG use case
- From strategy to implementation: building an ESG roadmap
- Discover the key phases of Leonhard Moll's ESG integration—from initial planning and data collection to reporting and stakeholder communication
- Key benefits and outcomes

Customer Spotlight: Driving Sustainable Finance - How Leonhard Moll AG leverages Lucanet’s ESG Solution

Join visionary leaders in this fireside chat as they explore how cloud agility is reshaping financial operations for scalable, future-ready enterprises.

What the session offers:

- Strategic insights from experts at Lucanet, AWS, and IDC
- Real-world stories of cloud transformation in finance
- Trends and tactics for building agile, scalable financial systems

Beyond the Ledger: How Cloud Agility is Reshaping Financial Transformation

Still relying on spreadsheet-based reporting for critical financial processes? Join us to discover how Lucanet’s Cloud-based CFP (Consolidation & Financial Planning) solution is transforming finance teams - boosting accuracy, collaboration, and speed. We’ll explore key use cases, real customer success stories, and show you the platform in action with a live demo.

Whether you're looking to modernize consolidation, streamline planning, or gain real-time insights, this session will show you how the cloud delivers real value - from lower IT overhead to faster implementation and always-on access.

Discover:
- Why cloud-native consolidation and planning leads to faster month-end closes and better forecasting
- Real-life examples of finance teams unlocking time savings and data confidence with Lucanet
- The IT and cost benefits of moving to a modern, secure, and scalable finance solution
- A live look at how Lucanet’s intuitive platform simplifies consolidation, planning, and reporting in one place

Say Goodbye to Spreadsheet Chaos: Financial Consolidation & Planning in the Cloud

Explore the latest innovations in Lucanet’s CFO Platform that streamline financial operations through smarter workflows, automation, and real-time visibility.

What the session offers:
- A showcase of enhanced task and workflow management features.
- Tools to automate recurring processes and clarify team responsibilities.
- Practical insights to boost collaboration, transparency, and control across finance cycles.

Next-Gen Finance Collaboration: Workflow Automation with the CFO Platform

Automation

Financial Management

Financial Planning

CFO Platform

SaaS

Finance Team

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Next-Gen Finance Collaboration: Workflow Automation with the CFO Platform

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Lucanet