join us for lunch
How AI can best transform FP&A: Tips for modern Finance leaders
Join us for a lunch in Melbourne to explore how finance leaders can practically and effectively leverage AI with human oversight.
Date: 16 June 2026, Tuesday
Time: 12 – 2.30pm. A 3-course lunch will be provided
Location: Victoria by Farmer’s Daughter, Federation Square, Tenancy 26/2 Swanston Street, Melbourne VIC 3000
About the event
Increasingly, Finance teams are integrating Large Language Models (LLMs) such as Claude, Chat GPT and Gemini into their daily tasks.
Getting fast answers in isolation is one thing, but how can finance teams leverage AI to orchestrate planning and decision making across the enterprise?
Join us at this exclusive lunch for finance leaders to explore how one of the leading Financial Planning & Analysis (FP&A) solutions, Workday Adaptive Planning, is leveraging the power of LLMs, but with the necessary governance and workflow, thus shaping how finance and their FP&A teams can get and stay ahead.
Main topics of focus
Meet the experts
Event speakers
Director
Brett Ruwoldt (CPA)
Brett is a Certified Practising Accountant (CPA) and has over 30 years’ experience in finance and technology fields. He is equipped with a powerful combination of skillsets to assist organisations in achieving the right outcomes from their technology investments.
At QMetrix, Brett leads the team responsible for delivering exceptional services and solutions which optimise business processes and drive business agility; QMetrix has been named APAC Workday Adaptive Planning Partner of the Year 3 years in a row.
Solution Consultant – Planning
Kelvin Yap (CPA)
Kelvin has spent the past 3 years showcasing Adaptive Planning and how it benefits businesses of all sizes and industries.
Prior to joining Workday, he implemented Adaptive Planning for over 6 years. This included solution designing, solution implementation, data integration and training. His background as a CPA assists him in building planning models which address current organisation needs as well as long-term strategic initiatives.
FP&A Solution Specialist
Jarred Grek
Jarred has a strong passion to help businesses succeed. At QMetrix, he takes a consultative approach to help solve their FP&A and business challenges.
Drawing from his experience in the financial industry and exposure to many other industries, Jarred engages with stakeholders to understand their needs, scope requirements, build a business case for change, and turn them into actionable outcomes.
Partnering with Finance teams
QMetrix has been partnering with finance teams to deliver FP&A solutions for over a decade. We have worked with over 100 organisations to transform their Financial Planning and Analysis processes, and enable a more efficient and effective finance function. Here are some clients QMetrix has worked with.
Learn with the best
Your trusted partner in Finance
At QMetrix, we are real people who are passionate about solving real challenges. Our approach is grounded in a blend of business acumen and technical excellence, empowering your team to make confident, data-driven decisions that deliver meaningful, long-term impact.
Partner of the Year
We have been awarded Workday Adaptive Planning APAC Partner of the Year in 2024, 2025 and 2026. We are also ISO/IEC 27001 certified.
Deep Finance expertise
We are CA/CPA qualified professionals who understand finance challenges and solutions that truly work.
Trusted by clients
We have implemented 100+ solutions and are a trusted voice in the industry. We create industry leading tutorial videos watched by thousands of users worldwide. View them on our YouTube channel.
Join us for an informative lunch and delightful dining experience.
Seating is limited – please register to save your seat. We look forward to hosting you!