Events
The 2026 AI Outlook: What Business Leaders Need to Know
Tuesday, January 20 at 1 PM CST
Artificial intelligence is no longer a future initiative; it is a defining factor in how organizations operate, innovate, and compete. The 2026 Artificial Intelligence (AI) for Business Outlook Study reveals how executives across industries are adopting AI to drive strategy, performance, and growth. Join the AI Leaders Council and a panel of experts as we present and analyze the study results. This interactive session will highlight where AI is delivering measurable impact today and how organizations are preparing for the next wave of innovation.
From Hype to Action: How to Build with Agentic AI (The Right Way)
Everyone’s talking about agentic AI—but not everyone’s building it right. Join us to learn how to design and deploy AI correctly. Agentic AI can be game-changing—but only if it’s done right. In a sea of AI tools that promise the world, it’s hard to know which ones actually deliver. In this webinar, we’ll walk through the six questions every CX leader should ask before choosing an agentic AI solution.
C-Suite 2026: Outlook & Sentiment Study – Webcast Panel
Tuesday, January 27 at 1 PM CST
Past Webinars: Watch On-Demand
2026 Economic Outlook – C-Suite Briefing
As we enter 2026, businesses and organizations of all types and sizes face an increasingly complex landscape shaped by rapidly changing business and economic economic environments, extreme political and geopolitical tensions, and rapid technological advancements. No question inflation, interest rates, stock market and currency fluctuations, and global supply chain realignments remain at the forefront of challenges. Navigating these complexities is essential for C-suite decision-makers—including CEOs, COOs, CFOs and Controllers, Boards and related role. Join us for an exclusive session with Curtis Dubay, a nationally recognized economist and Chief Economist at the U.S. Chamber of Commerce as he shares actionable insights to help your organization thrive amidst the uncertainties of 2026 and beyond.
Your ERP Strategy Needs Momentum: 2026 Growth Starts with NetSuite Now!
Join this webinar to learn how to break free from outdated infrastructure and position your business for scale, agility, and smarter decision-making. Discover how leading organizations are leveraging NetSuite ERP to streamline operations across finance, inventory, and reporting, gain real-time visibility into performance and profitability, and replace manual processes with automated, scalable workflows.
How to Build a Resilient Quote-to-Cash Process
For many companies, the Quote-to-Cash process – from quoting in your CRM through billing and collections in your ERP – breaks down at the hand-offs. Critical data and documents (emails, PDFs, contracts) get lost in the gaps, causing delays, duplicate work, compliance risk, and missed revenue. In this session, discover how to eliminate leaks, accelerate approvals, and create a single source of truth across sales, operations, and finance — without adding integration headaches.
Fast Track to NetSuite: Go Live in Under 90 Days With NetSuite Now
ERP implementations don’t have to be slow, expensive, or disruptive. Join us for an exclusive webinar to learn how NetSuite Now by Citrin Cooperman helps growing companies launch NetSuite in under 90 days, delivering fast results without sacrificing scalability or support.
Document Management Tips, Tricks and Best Practices
Despite the power of ERP systems, critical processes like Quote-to-Cash and Procure-to-Pay still break down—because of what’s not in the system. Manual document handling, email silos, disconnected approvals, and missing audit trails all introduce risk, drag, and wasted time. This session introduces a document management maturity model that shows how your ERP workflows are affected at every level—and what leading teams are doing to eliminate the friction. You’ll leave with a practical framework to evaluate where your organization sits today, and a clear view of how integrated document management can unlock better efficiency, compliance, and scale—without overhauling your ERP.
Operation Agentforce: Salesforce AI Declassified
Is your organization ready to scale without adding headcount, overhead, or complexity? Discover the power of Salesforce’s cutting-edge AI tool, Agentforce. Join Citrin Cooperman’s Salesforce team and a special guest from Salesforce for an exclusive Agentforce insider’s webinar.
AI By Design Live: Your Microsoft 365 Copilot Blueprint
Tomorrow’s Factory Is Already Here
Join us for an enlightening session with Kevin O’Marah, Co-Founder of Zero100, as we delve into the transformative landscape of modern manufacturing. Where is this critical industry today? And where is it heading? We will explore how digital tools and human ingenuity are reshaping the manufacturing world & its future.
From Legacy To Leading Edge, Morgan Foods’ Supply Chain Journey
Over the last 3 years, Morgan Foods, Inc., US market leader for private label soups and beans, achieved a supply chain transformation with SAP. By deploying Advanced planning system and Business Network along with their S/4HANA, they improved supply chain resiliency with effective planning, execution, and collaboration with their trading partners. Discover their journey from “legacy to leading edge.”
Making AI Work for Your Business
C-Suite 2025: Outlook & Sentiment Study – Webcast Panel
Be the first to learn what your C-Suite peers are planning for in 2025! With a backdrop of extraordinary geo/political risk, rapidly changing financial markets, and return to office talent challenges, what are CEOs, COOs, CFOs and related executives doing differently to manage in 2025 and beyond? The annual C-Suite Outlook & Sentiment Study seeks to understand how business and economic environments are shaping planning, strategy, priorities and outlooks.
2025 Economic Outlook Webcast
As we enter 2025, businesses face an increasingly complex landscape shaped by persistent economic volatility, geopolitical tensions, and rapid technological advancements. Unpredictable interest rates, inflation, stock market and currency fluctuations, and global supply chain realignments remain at the forefront of challenges. Navigating these complexities is essential for C-suite decision-makers—including CFOs, Controllers, CEOs, COOs, and CIOs. Join us for an exclusive session with Curtis Dubay, a nationally recognized economist and Chief Economist at the U.S. Chamber of Commerce as he shares actionable insights to help your organization thrive amidst the uncertainties of 2025 and beyond.
CEO Insights – Interview Series – Zain Jaffer
Zain Jaffer is a seasoned entrepreneur and investor with a diverse portfolio in real estate and venture capital. He currently serves as CEO of Zain Ventures and a partner at Bluefield Capital, where he drives strategic investments across emerging industries. Previously, Zain was the founder and CEO of Vungle, a mobile ad tech company – led to over 400 billion in annual revenue before its acquisition by Blackstone in 2019. Additionally, established the Zain Jaffer Foundation, the champion underrepresented social causes and promotes sustainable development in disadvantaged communities. Through his leadership and philanthropic efforts, Zain is dedicated to fostering both innovation and positive social impact.
Unlocking Innovation: Key Updates from Microsoft Ignite Webinar
Citrin Cooperman is hosting an exclusive webinar, Unlocking Innovation – Key Updates from Microsoft Ignite! Join us for an in-depth look at the latest announcements and innovations revealed at Microsoft Ignite, and discover how they can drive transformation in your business and IT strategies.
2024 CEO State of Talent Study – Webcast Panel & Results
Learn how your CEO and C-Suite peers are dealing with talent challenges including recruitment and retention. Benchmark Hybrid, Onsite and Remote work environments. A panel of experts will share the results of our national study, along with best practices insight and ideas. By understanding these factors, CEOs and related executives can develop effective strategies to attract and retain talent, which is crucial for staying competitive in today’s business landscape.
An Introduction to Transforming Your Business With AI
The use of Artificial Intelligence is no longer just a competitive advantage; it’s a necessity. According to the CNBC Technology Executive Council, more than 50% of organizations plan to purchase generative AI software within the next six months. If your business has not yet embraced AI, now is the time to do so. Unsure of where to begin or struggle to comprehend the practical applications? You will not want to miss this webinar!
CEO Insights – Interview Series – Brett Hickey
Our panelist BRETT HICKEY, is Founder & CEO of Star Mountain Capital LLC, a multi-billion dollar specialized private investment firm, making loans, private equity investments and secondary fund purchases. Mr. Hickey has over 20 years of private investing and investment banking experience with over15 years spent directly in the U.S. lower middle-market. Star Mountain has been recognized as one of the Best Places to Work by Crain’s and Pensions & Investments in 2019, 2020, 2021 and 2022. Previously, Brent worked as an Investment Banker at Citigroup Global Markets (formerly known as Salomon Smith Barney) in New York City where he completed $24 billion in transactions for financial institutions.
Microsoft Dynamics GP End of Life – What’s next?
Are you currently using Dynamics GP? You will not want to miss this live event and your key guide to understanding the tangible impacts of Dynamics GP’s end of life on your business. End of life is not just a distant event; it carries substantial implications that every business must be aware of. In this session, the MIBAR team at Citrin Cooperman will help you gain a firm grasp of the critical dates that will shape your decision-making process and more.
2024 CEO Sentiment Study Results – Webcast Panel
Be the first to learn the results of the 2024 CEO Sentiment Study, and hear perspectives from your CEO and C-Suite peers. The annual Sentiment Study seeks to understand how macro-economic trends are shaping corporate strategy, planning, and priorities. Join a blue chip panel of executives including Jim Treleaven, CEO of VIA Strategy Group. Moderated by Neil Brown, CEO, Chief Executives Council.
2024 Economic Outlook – Webcast Panel Discussion
With pandemic pressures in the past, economic and political environments continue to be both unpredictable and rapidly changing. High interest rates, inflation, volatility in the stock market and foreign exchange, and for some, recession and supply chain issues. Domestic and global economics will prove challenging to C-Suite decision makers including CFOs and Controllers, CEOs, COOs and CIOs.
To understand and manage these uncertainties, learn from renown economist and subject matter expert Dan North, a nationally-recognized economist and Chief Economist, Allianz Trade.
CEO Insights – Interview Series – Cleve Adams
Our panelist, CLEVE ADAMS is a five-time VC/PE backed tech CEO with over 20 years of experience in leading, transforming, and selling companies in the cybersecurity, AI, and SaaS markets. One of the 5 was Websense, the first Cybersecurity Unicorn! Cleve has delivered an average return of 21x to investors and successfully completed two IPOs and four acquisitions managing companies from startup to $2 billion. Cleve is currently the Founder and Managing Partner at Trestles Group that invests in and advises growth and late-stage companies.
Microsoft Dynamics GP End of Life – What’s next?
Are you currently using Dynamics GP? You do not want to miss this on-demand webinar and your key guide to understanding the tangible impacts of Dynamics GP’s end of life on your business. End of life is not just a distant event; it carries substantial implications that every business must be aware of. In this session, experts at MIBAR will help you gain a firm grasp of the critical dates that will shape your decision-making process.
CEO Insights – Interview Series – Chelsie Hall
The new CEO Insights™ Interview Series features experienced executives from a variety of organizations and industries. The fast-paced interview format focuses on “secrets to success” and will bring valuable learning, career advice and big ideas to both aspiring and seasoned corporate executives. Chelsie Hall is the CEO and co-founder of ViralMoment, where she helps brands unlock social video to decode internet culture. ViralMoment is the only AI technology that can watch hundreds of thousands of social videos so that you can see past the algorithm fog to create powerful strategy, to protect your reputation, and to understand your audience.
2023 Operations Talent Study – Webcast Panel & Results
Learn how your CEO peers are dealing with operations talent challenges including recruitment and retention. Benchmark hybrid, onsite and remote work environments. A panel of executive/operations experts will share the results of our national study of operations talent, along with best practices insight and ideas. By understanding these factors, CEOs and their organizations can develop effective strategies to attract and retain operations talent, which is crucial for staying competitive in today’s business landscape.
The Global Digital Divide: Your Competitors are Getting Quantum Ready – Are You?
Large scale, fault-tolerant quantum computing is fast-approaching and will be available well within this decade. A few forward-thinking leaders in sectors such as finance, life sciences, tech and telecommunications have taken steps to become quantum ready, but most have yet to start preparing for the impact that this transformational technology will have on business innovation, competition, and security.
View this webcast, where Jack Hidary, SandboxAQ, and Pete Shadbolt, PsiQuantum, discuss what steps companies and countries need to take in the next few years to be quantum-ready, and plan for a new era of innovation.
CEO Insights – Interview Series – Mark Gabriel
President & CEO of United Power, Colorado’s largest cooperative by load and one of the fastest growing cooperatives in the nation. Under his leadership, United Power is recognized as the 31st cooperative to reach 100,000 meters served, interconnected its 10,000th rooftop solar system, and been named a Solar and Storage Champion by the Colorado Solar and Storage Association. Mark is the current chair of the GridWise Alliance Board of Directors. Prior to joining United Power, Mark served as the Administrator and CEO of the Western Area Power Administration, managing the nonprofit federal organization marketing and delivering low-cost federal hydropower from 57 hydroelectric plants to nearly 700 wholesale customers across 15 states.
2023 Economic Outlook – Webcast Panel Discussion
From post-pandemic to extraordinary economic uncertainty, the business and corporate finance outlook remains in constant flux. Record inflation, high interest rates, volatile stock market and foreign exchange, and for some, recession and supply chain issues. To understand and manage these uncertainties, learn from a renown economist and subject matter expert Dan North, a nationally-recognized economist and Chief Economist, Allianz Trade.
CEO Insights – Interview Series – Jim Treleaven
This next interview in the series features Jim Treleaven, President/CEO of Via Strategy Group or VSG. His successful career includes CEO roles at both public and private technology companies ranging in size from $40 to $500 million. Most recently he was President and CEO of Catalyst International, a NASDAQ listed supply chain software company. He also served as CEO of Global CommerceZone and Visual Intelligence Corp. He served as Managing Partner at Battelle Venture Partners. Jim is a frequent speaker and author, and serves on multiple boards of directors.
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