Armanino

The future of finance takes center stage at Rillet Recon. On April 28th, we’re joining 200 CFOs and finance leaders in NYC to explore what’s next. We’ve worked alongside companies navigating rapid growth, IPOs and everything in between. We’ve seen the challenges finance teams face and know what it takes to move beyond legacy systems. Rillet Recon is built for problem-solvers. Expect live demos, real conversations and ideas you can put to work. If you haven’t signed up yet, there’s still time to join the waitlist: https://ow.ly/iJIh50YCSfG See you in NYC.

Jennifer McCabe - Armanino joins the ranks of the LA Times Studios Business 2026 Banking and Finance Visionaries. Recognized for her leadership and strategic vision, Jenn has been a driving force in guiding businesses through complex challenges, fostering growth and strengthening communities across Southern California. Jenn’s work goes beyond business. If you know Jenn, you know she’s all about building real connections and community, and the kind of long-term relationships that make people genuinely want to partner with us and grow with us. Well deserved, Jenn! Explore the full list of honorees: https://ow.ly/czW650YBUCs #LosAngeles

Automation that thinks ahead. Agentic AI understands your processes, adapts to change and delivers results you can count on. Whether it’s cutting AP processing time by up to 80% or navigating the complexities of an audit, this technology doesn’t just work faster — it works smarter. And with built-in human validation, oversight and audit trails, it’s designed to build trust while driving efficiency. Picture a world where manual exceptions are a thing of the past and your team can focus on driving growth instead of chasing errors. Reclaim your time: https://ow.ly/vpAw50YBx6H

AI is rewriting the role of the CFO faster than most teams are prepared for. The real question is what the CFO role will look like by March 2027.   At our Next-Gen CFO event in Salt Lake City, we partnered with KeyBank to bring finance leaders together. When Dean Quiambao, Partner, asked four AI leaders for their predictions, the consensus was clear: the finance silo is officially a thing of the past. Here is what they see on the horizon: ✶ The end of the month-end: Nicolas Kopp of Rillet predicts the ERP will perform continuous, real-time closes. A "zero-day close" won't be a goal — it will just be the standard. ✶ The power of one: Ben Winter of Stuut envisions a future where a single human manages the entire invoice-to-cash function by orchestrating a fleet of AI agents. ✶ AI on the org chart: Ted Michaels of Concourse believes agents will have their own seats, roles and responsibilities, working side-by-side with your human team. ✶ Autonomous FP&A: Julio Martínez of Abacum sees models that iterate and update themselves, shifting the focus from data entry to strategic insight.   The Next Gen CFO isn't just a numbers person; they are the data-driven heartbeat of the entire business.   See how the CFO role is evolving: https://lnkd.in/gs39P-uq

With tech M&A hitting four-year highs, waiting for an offer isn’t a strategy. The companies commanding the highest valuations are those operating with relentless discipline long before an LOI arrives. Here’s how to claim your leverage: ✦ Audit consistency: Ensure KPIs and revenue recognition withstand aggressive scrutiny. ✦ Eliminate friction: Fix reporting gaps now to avoid putting valuation at risk. ✦ Align leadership: Project unified strategic intent to secure better terms. ✦ Build optionality: Shift from reacting to pressure to evaluating interest on your terms. Be buyer-ready at every level: https://ow.ly/19q750YyXm0

Opportunity Zones offer a clear tax advantage. The real opportunity is maximizing it. By channeling capital gains into these zones, investors can defer taxes, capture potential tax-free appreciation and grow their portfolios in emerging markets. Take advantage of today’s incentives before 2027 brings a new landscape. Explore our Opportunity Zones map: https://ow.ly/GQKk50YxQfo

Tariff refunds are finally happening. U.S. Customs and Border Patrol (CBP) is launching a new claims process soon, paving the way for companies to recover the funds without legal action. Turn past duty payments into resources. Start preparing now to claim what you’re owed. Get the latest: https://ow.ly/xcUa50YwrbA

Capital is back, but smart CFOs know strategy drives value. In his latest feature for CFO, Dean Quiambao, Partner highlights the power of preparation. By aligning leadership, defining clear priorities and focusing on ROI-driven decisions, leaders turn capital into opportunity. Successful organizations build their plan before the capital arrives, not after. Get the insights: https://ow.ly/mz2050YvCfM

Our growth has taken us nationwide, but we’re proud of our West Coast roots. Honored to be named the biggest firm in the West by Accounting Today. We know change is constant, and we’ve never settled for business as usual. While others second-guess, we lead. Built for bold thinkers, we make AI and innovation work in the real world, helping clients achieve more. To our clients and our people: thank you for driving us forward.