Minerva Partners & Jedox Finance Leaders Roundtable

Minerva Partners and Jedox partnered with Clutch to create a Finance Leader Roundtable focused on using AI and Analytics to make strategic financial decisions.

The Brief:

Minerva and Jedox aimed to connect with Mid-Market CFOs, Heads of Finance, and Heads of Financial Planning and Analysis in Melbourne, using a whitespace approach for net new accounts they hadn’t engaged with. The main topic they wanted to explore was the impact innovative payment technology can have on revolutionising financial decision making.

The Work:

We collaborated with Minerva and Jedox to deliver a CFO Leader Roundtable lunch at Eureka 89.

The Outcome:

The event had 22 finance leaders attend across 22 accounts, with 31% of the audience being Mid-Market CFOs with brands such as Accolade Wines, Bupa, Schneider Electric and Afterpay in attendance.

Minerva and Jedox were able to book 8 meetings from the event to continue the conversation.

Event in Review:

Here’s a snapshot of what was covered on the day.

• Leveraging Advanced Analytics in FP&A:

  • This segment delved into cutting-edge techniques for employing data analytics in enhancing financial forecasting and strategic decision-making, underscoring how CFOs can deploy these tools for more insightful financial leadership.

• Strategic Financial Planning in Uncertain Environments:

  • The roundtable explored approaches for effective financial planning and budgeting amid market volatility.

• Ethical Use of AI and Machine Learning in Finance:

  • This discussion critically examined the impact and the essential ethical considerations surrounding integrating AI and machine learning in finance, providing insights into responsible usage.