CCH Tagetik North America inTouch 2026, held in Atlanta on September 23 and 24 2026, brought customers, prospects, partners and other finance leaders together under the theme “Own the Future.” The event explored how technology and artificial intelligence are reshaping finance.
Across customer stories, expert perspectives and conversations throughout the event, three themes stood out.
As AI takes on a greater role in finance, the conversation is increasingly focused on what organizations need to feel confident putting it to work.
An informal poll conducted during the event echoed some of the concerns identified in the 2026 Future Ready CFO Report. The report cited implementation costs and return on investment, regulatory and compliance risks, and data quality as leading concerns surrounding AI.
Asked what would most increase their trust in AI to make or act on financial decisions, 40% of attendees selected proven accuracy over time, more than twice the proportion choosing any other single factor. Clear governance and accountability and strong data quality followed at 18% each.
The results suggest that the conversation is moving from AI’s potential to the evidence and safeguards required to put it into practice. As finance considers giving AI greater responsibility, leaders are looking for demonstrated accuracy, trusted data, clear controls, and continued human oversight of consequential decisions.
That emphasis on proof also shapes where finance leaders are most comfortable applying autonomous AI. Attendees showed the greatest comfort with autonomous AI in transaction matching and reconciliations, followed by financial planning and forecasting and management reporting and analysis.
The need for faster decision-making is pushing finance toward more continuous, event-driven planning.
One example presented at inTouch showed how a global consumer products company’s FP&A team needed two weeks to model the effects of an oil-price movement on cost, demand and supply when the business needed an answer that morning. The example illustrated the case for more continuous, event-driven planning, where AI can help monitor changing conditions and identify emerging risks and opportunities.
For many finance organizations, getting there starts with the fundamentals. Cirrus Logic shared how it developed a migration roadmap aligned with its SAP-centric architecture and improved data access and automation while giving finance more self-service capabilities.
Members 1st Federal Credit Union offered another example, reporting a 27% improvement in forecast accuracy and approximately $400,000 in value within six months with a three-person finance team.
Together, these examples point to the importance of trusted data, connected processes, and governance in turning faster analysis into more timely decisions.
Technology was a major part of the conversation at inTouch, but the discussion also underscored that transformation cannot be achieved through technology alone. Building on his example of event-driven planning, Glen Wedel, Enterprise Performance Management Solution Leader at EY, described how AI is changing the work of FP&A while leaving finance responsible for judgment, decision framing and human oversight.
He emphasized that organizations must align data quality, governance, processes, skills, technology and cultural readiness, because progress in one area cannot compensate for weakness in another.
Customers and partners bring the practical experience needed to put that operating model into practice. Customers contribute lessons from applying new approaches within their organizations, while partners bring process expertise, implementation capabilities and perspectives from across the market. Bringing those voices together helps finance teams translate technology into sustainable changes in how decisions are made.
For Michael Greenbaum, the new Head of North America for CCH Tagetik, inTouch offered an early opportunity to meet customers and partners and hear directly about their priorities.
“It was great to meet so many customers and partners in person and hear what’s top of mind for their finance teams,” said Greenbaum. “Those conversations are incredibly valuable, and we are helping them tackle those priorities with the technology, insight, and support they need to move forward.”
Partner Connect, a working session with CCH Tagetik’s North American partner community, brought CCH Tagetik and its partners together to discuss earlier alignment around priority accounts, joint marketing, product and AI messaging, and customer growth. The working session reinforced the importance of shared priorities, clearly defined roles, and sustained investment on both sides.
That sense of community continued beyond the conference sessions. Customers and partners were recognized for their achievements, and the event concluded at the Porsche Experience Center Atlanta.
It was a memorable finish to an event centered on what comes next for finance.
Across customer stories, expert perspectives and conversations throughout the event, three themes stood out.
1. Trust in AI starts with proof
As AI takes on a greater role in finance, the conversation is increasingly focused on what organizations need to feel confident putting it to work.
An informal poll conducted during the event echoed some of the concerns identified in the 2026 Future Ready CFO Report. The report cited implementation costs and return on investment, regulatory and compliance risks, and data quality as leading concerns surrounding AI.
Asked what would most increase their trust in AI to make or act on financial decisions, 40% of attendees selected proven accuracy over time, more than twice the proportion choosing any other single factor. Clear governance and accountability and strong data quality followed at 18% each.
The results suggest that the conversation is moving from AI’s potential to the evidence and safeguards required to put it into practice. As finance considers giving AI greater responsibility, leaders are looking for demonstrated accuracy, trusted data, clear controls, and continued human oversight of consequential decisions.
That emphasis on proof also shapes where finance leaders are most comfortable applying autonomous AI. Attendees showed the greatest comfort with autonomous AI in transaction matching and reconciliations, followed by financial planning and forecasting and management reporting and analysis.
2. Static planning is no longer enough
The need for faster decision-making is pushing finance toward more continuous, event-driven planning.
One example presented at inTouch showed how a global consumer products company’s FP&A team needed two weeks to model the effects of an oil-price movement on cost, demand and supply when the business needed an answer that morning. The example illustrated the case for more continuous, event-driven planning, where AI can help monitor changing conditions and identify emerging risks and opportunities.
For many finance organizations, getting there starts with the fundamentals. Cirrus Logic shared how it developed a migration roadmap aligned with its SAP-centric architecture and improved data access and automation while giving finance more self-service capabilities.
Members 1st Federal Credit Union offered another example, reporting a 27% improvement in forecast accuracy and approximately $400,000 in value within six months with a three-person finance team.
Together, these examples point to the importance of trusted data, connected processes, and governance in turning faster analysis into more timely decisions.
3. Finance transformation requires a new operating model
Technology was a major part of the conversation at inTouch, but the discussion also underscored that transformation cannot be achieved through technology alone. Building on his example of event-driven planning, Glen Wedel, Enterprise Performance Management Solution Leader at EY, described how AI is changing the work of FP&A while leaving finance responsible for judgment, decision framing and human oversight.
He emphasized that organizations must align data quality, governance, processes, skills, technology and cultural readiness, because progress in one area cannot compensate for weakness in another.
Customers and partners bring the practical experience needed to put that operating model into practice. Customers contribute lessons from applying new approaches within their organizations, while partners bring process expertise, implementation capabilities and perspectives from across the market. Bringing those voices together helps finance teams translate technology into sustainable changes in how decisions are made.
For Michael Greenbaum, the new Head of North America for CCH Tagetik, inTouch offered an early opportunity to meet customers and partners and hear directly about their priorities.
“It was great to meet so many customers and partners in person and hear what’s top of mind for their finance teams,” said Greenbaum. “Those conversations are incredibly valuable, and we are helping them tackle those priorities with the technology, insight, and support they need to move forward.”
Partner Connect, a working session with CCH Tagetik’s North American partner community, brought CCH Tagetik and its partners together to discuss earlier alignment around priority accounts, joint marketing, product and AI messaging, and customer growth. The working session reinforced the importance of shared priorities, clearly defined roles, and sustained investment on both sides.
That sense of community continued beyond the conference sessions. Customers and partners were recognized for their achievements, and the event concluded at the Porsche Experience Center Atlanta.
It was a memorable finish to an event centered on what comes next for finance.