What's Next in Finance

Mid-Market CFO’s 2026 Challenge: Balancing Cost, Talent, and AI Transformation

A peer-to-peer roundtable for finance leaders navigating cost pressures, workforce gaps, and the path to AI readiness.

1140 Seabreeze Blvd. Fort Lauderdale, FL 33316

B Ocean Resort – Lido D

November 14, 2025

12:00 - 2:00 PM EST

In-person, peer-led roundtable discussion

Lunch will be served

What You'll Gain

What You'll Gain

This exclusive roundtable brings together experienced insights and mid-market finance leaders to share how they're managing cost pressures, workforce constraints, and AI transformation—while protecting accuracy and control.

  • Balancing Difficult Priorities: Insights on how CFOs are balancing efficiency mandates, limited resources, and the drive for digital transformation — while keeping performance on track.

  • Finance Team & Capacity Strategies: Practical ways to expand your finance team's impact and relieve workload constraints without adding headcount.

  • Automation with Oversight: Real-world examples of how finance leaders are adopting automation responsibly — maintaining accuracy, control, and audit readiness while freeing time for analysis.

  • Peer Exchange & Benchmarking: Direct engagement with fellow CFOs to share challenges, compare priorities, and exchange ideas when preparing for 2026.

CFOs Must Lead the AI Shift

What Finance Leaders Will Explore

This roundtable is designed for CFOs, Finance VPs, and Controllers at mid-market organizations ($50M–$1B in revenue) who are rethinking how finance operates and delivers value.

Together, we'll explore how peers are:

Recruiting and retaining accounting talent amid rising costs. 

Managing cash flow and navigating tariff and cost uncertainties.

Taking practical steps to prepare for automation and AI adoption.

Leveraging co-sourcing to strengthen core finance operations.

Our Discussion Insight Leaders

Hy Vaupen

Founder and Managing Partner of Vaupen Financial Advisors

Hy Vaupen is Founder and Managing Partner of Vaupen Financial Advisors. With over 35 years of experience, he is a bilingual executive specializing in corporate finance, turnarounds, and international transactions for middle-market companies across more than 40 industries.

Jeff

Jeff Durbin

Partner at CSuite
Financial Partners

Jeff Durbin is a Strategic Financial Executive with 30+ years of experience, including 20 years as a top-level leader. Specializes in M&A, financial restructuring, FP&A, and large-scale system implementations for industries including CPG, food & beverage, manufacturing, and real estate.

Ted Bernard Managing Principal of Invantage Group

Ted Bernard

Managing Principal of Invantage Group

Ted Bernard, Managing Principal of Invantage Group, brings 30+ years of leadership in customer experience, tech innovation, and operations. He has helped drive two successful exits and advises companies from startups to mid-market firms on uncovering opportunities, shaping solutions, and scaling growth.

About Premier NX

Premier NX helps mid-market finance teams modernize operations and strengthen performance. Through a blend of co-sourcing, process optimization, and data-driven insight, we enable CFOs to bridge talent gaps, improve control, and deliver greater efficiency—without adding headcount or disrupting internal teams.

Secure Your Seat at the Table

Participation is limited to ensure a collaborative, high value discussion among senior finance peers. Seats are filling quickly — register now to reserve your spot.