Track 18 | Case studies: Portfolio company reporting and FP&A in the AI era

October 20, 2026

4:30 PM - 5:10 PM

Finance

Evolving benchmark for portfolio monitoring: "what good looks like" in the AI era
Where is AI replacing vs. augmenting Excel
Success stories of value creation teams and portcos working together to streamline reporting and accelerate value creation

Speakers

Jorge Gomez, Director, Finance - Arsenal Capital Partners

Craig Thompson, VP, Finance - Aleph

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