Leaders’ Roundtable: How Are We Building Sustainable Growth in 2026?

Sustainable growth is the challenge every partner leader faces in 2026. In this roundtable, revenue and delivery executives will explore strategies and lessons from building predictable pipelines, aligning sales with delivery, and scaling operations effectively. Topics include balancing new logos with client expansion, navigating Microsoft’s evolving ecosystem, bridging sales promises with delivery realities, and building operational capacity to match revenue goals. Attendees will gain fresh perspectives, peer-driven insights, and practical frameworks for sustainable growth.

Dimensions Done Right: Reporting, Accountability, and Clean Data Without Chaos

Dimensions are one of the most powerful features in Business Central — and also one of the fastest ways to create reporting chaos if they’re not designed intentionally.

Many organizations implement dimensions with good intentions (“we want better reporting!”), but end up with inconsistent tagging, unclear rules, and reports no one trusts. This session is a practical, end-user-focused guide to building a dimension strategy that creates clean reporting, accountability, and decision-ready insights — without overcomplicating daily work.

We’ll cover how to design dimensions that match how your organization actually operates, how to set governance rules your users can follow, and how to avoid the most common dimension pitfalls that lead to messy data and confusing reports. You’ll leave with a clear approach you can apply whether you’re just starting with dimensions or trying to clean up what you already have.

Designing the Ideal Tech Stack: From Selection to Successful Adoption

The wrong tech stack creates chaos; the right one unlocks growth. This session provides a framework for building and optimizing the “ideal technology” environment for accounting firms. We’ll discuss how to assess needs, vet tools, and avoid overbuying or underutilizing solutions. Real-world examples will illustrate how firms can streamline workflows, improve collaboration, and create tech stacks that evolve with client and team demands. Attendees will leave with a practical roadmap to design and implement systems that drive efficiency and scale.

Bridging the Gap Between Sales & Delivery in Partner Organizations

Sales wins the deal, but delivery keeps the promise — and too often, the two are misaligned. This session addresses one of the biggest challenges in partner organizations: how to bridge the gap between what’s sold and what’s delivered.
Drawing on real-world lessons, we’ll explore:
* Building communication frameworks between sales and delivery teams.
* Pricing and scoping strategies that protect margins.
* Creating shared accountability for customer success.
* Preventing “over-promising” while still driving growth.
* Leveraging CE for Operational Clarity, Consistency, and Communication
This session will give leaders practical ways to reduce friction, increase client satisfaction, and keep teams aligned around sustainable revenue growth.

BC - MVP Panel

AI and Automation for Real Teams: What to Automate First (and What Not To)

AI and automation can deliver incredible productivity gains — but they can also create chaos when teams automate the wrong things, automate too early, or automate without governance.

Most organizations are excited about AI but unsure where to begin. The result is either “automation everywhere” (and nothing sticks), or analysis paralysis (and nothing happens).

This session is a practical guide for business and IT leaders who want AI and automation to create real impact without breaking workflows, confusing users, or creating security and compliance risks.

We’ll walk through a clear prioritization model: how to identify high-value automation opportunities, how to avoid automating broken processes, and how to implement a lightweight governance approach so automation improves productivity instead of creating technical debt.

This is not about tools and hype — it’s about what real teams should automate first, what should wait, and how to build confidence in automation over time.

Leveraging Business Central for Financial Management and Reporting

In this session, we will delve into the powerful financial reporting and analysis capabilities of Microsoft Dynamics 365 Business Central. Discover how to leverage Business Central to gain real-time insights into your financial performance and make data-driven decisions. We will explore advanced reporting features, including customizable financial statements, dashboards, and key performance indicators (KPIs). Learn how to create detailed financial reports that provide a comprehensive view of your organization’s financial health. Additionally, we will discuss best practices for using Business Central’s analysis views to track financial trends, identify opportunities for cost savings, and enhance strategic planning. Whether you’re a financial professional looking to optimize your reporting processes or a business leader seeking deeper financial insights, this session will equip you with the tools and knowledge to elevate your financial management.

Utilizing Dynamics 365 Business Central for Peak User Adoption

Unlock the full potential of Dynamics 365 Business Central in our comprehensive session designed to empower users to customize and leverage the system’s capabilities to their utmost. This engaging conference session will guide participants through the myriad of personalization options and user interface customizations that Business Central offers, enabling users to tailor their experience to their specific needs and preferences. From adjusting the layout and adding personal insights to utilizing smart notifications and automating workflows, attendees will discover innovative strategies to enhance efficiency and productivity. This hands-on exploration will not only boost your comfort with the platform but also ensure you are maximizing the utility of Business Central's robust features for a truly optimized and personalized user experience. Join us to transform your approach to business management by personalizing Business Central to work smarter, not harder.

Defining Scope: Integrating the Power Platform and Business Central

In this presentation, we will explore the strategic integration of Microsoft's Power Platform with Dynamics 365 Business Central to enhance business processes and drive innovation. Attendees will gain insights into defining the scope of such integration projects, understanding the capabilities and benefits of both platforms, and learning best practices for successful implementation.

Building a PowerApp with Dynamics 365 Business Central as a Non-Developer User

Join me as I take you on a transformative journey showcasing the power of low-code/no-code solutions with Microsoft Dynamics 365 Business Central. In this session, you’ll discover how to harness the capabilities of PowerApps to create a custom application that seamlessly integrates with Business Central, all without the need for extensive coding knowledge. Whether you’re a business analyst, a functional consultant, or simply someone with a passion for efficiency and innovation, this presentation will provide you with the practical knowledge to build and deploy a solution that meets your business needs. Witness the ease of connecting data, automating workflows, and bringing your business processes to life in a user-friendly interface. Get ready to be inspired and learn how you can become a catalyst for change in your organization by leveraging the robust integration between PowerApps and Dynamics 365 Business Central.

Unveiling Insights: Mastering Analyze Mode in Microsoft Dynamics 365 Business Central

This session will provide a deep dive into the dynamic capabilities of Analyze Mode, empowering businesses to extract valuable insights and make informed decisions. We'll explore how Analyze Mode facilitates real-time analysis by offering a user-friendly interface to interact with data, generate customizable reports, and perform ad-hoc inquiries. Discover the power of drill-down functionalities and the flexibility to pivot and filter data swiftly, allowing for a comprehensive exploration of information. Join us to harness the full potential of Analyze Mode in Business Central, optimizing your decision-making processes and propelling your business forward with data-driven strategies.

Empowering Decision-Making: Excel Reports Unleashed in Business Central

Join us for an illuminating webinar as we delve into the power of Excel reports within Microsoft Dynamics 365 Business Central. This session will unveil the seamless integration and extensive capabilities of Business Central when paired with Excel, allowing for comprehensive, customizable reporting and data analysis. Explore how this integration streamlines the process of extracting, analyzing, and presenting critical business data within Excel, providing a user-friendly interface for enhanced decision-making. Discover how to leverage Excel's familiar environment to craft dynamic reports, visualize trends, and generate insightful dashboards directly from Business Central data. Gain invaluable insights on harnessing the full potential of Excel reports in Business Central to drive smarter business decisions and optimize operational efficiency.