EVENTS
The evolution of AI and ML and its game changing impacts for Finance Leaders
What does financial management and strategic planning look like for organizations providing Professional Business Services?
Date: 24 March 2026, Tuesday
Time: 12 – 2.30pm. A 3-course lunch will be provided
Location: Bossley restaurant, 186 Exhibition Street, Melbourne VIC 3000
About the event
Due to popular demand, this event is now FULL. To join the waitlist or be informed of future events, please fill in the form.
We live in a world where data complexity and volume is surging, and there is a growing demand for strategic, forward looking insights.
Finance leaders are increasingly being asked to play a critical role in the adoption and usage of Artificial Intelligence (AI) and Machine Learning (ML) to enhance decision making, optimise investments, and manage risk.
Join us at this exclusive lunch for finance leaders to explore the evolution of AI and ML and how it is shaping Financial Planning and Analysis processes, from task automation to greater insights and better forecasting.
What you’ll learn
Join us
Meet the Speakers
Our consulting capabilities are designed to cover the full FP&A lifecycle. We apply our deep platform expertise to ensure your finance function is optimized for performance, freeing your team to focus on what matters most.
Director at QMetrix
Brett Ruwoldt (CPA)
Brett has over 30 years’ experience in finance and technology fields and 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 were recently named 2024 and 2025 APAC Workday Adaptive Planning Partner of the Year.
Brett is a Certified Practising Accountant (CPA) and holds a Graduate Diploma in Software Development and Bachelor of Business in Accounting.
Senior Consultant at QMetrix
Ted Ma
At QMetrix, Ted implements FP&A solutions with Workday Adaptive Planning. He loves witnessing the impact of technology solutions, particularly in streamlining clients’ budgeting processes, as well as redirecting their focus towards strategic planning and decision-making.
Ted is also involved with producing educational videos on YouTube/LinkedIn for Workday Adaptive Planning users. Ted’s experiences include working in Accounting roles in the finance and telecommunications industries. He holds a Bachelor of Business (Accounting) and Master of Management (Finance).
FP&A Solution Specialist at QMetrix (Host)
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.
Why QMetrix
Your trusted partner in Finance
At QMetrix, we are real people who are passionate about solving real challenges. We act as a collaborative guide, listening carefully to your unique needs so we can deliver solutions that are fit-for-purpose. 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 and 2025. 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.
On 21st March 2024, QMetrix’s Workday Adaptive Planning team hosted an exclusive event for our Premium Care clients.
The event featured presentations from Kelvin Yap, Workday Solutions Consultant, and Alex Houghton, QMetrix Practice Manager – CPM. It was followed by nibbles and drinks in Melbourne CBD.
The first speaker, Kelvin Yap, Workday Solutions Consultant, highlighted some of the key enhancements that were announced in the March 2024R1 release. This included demonstrations on Personal What If Scenarios, Modelled Sheet Data Validation and Report Scheduling.
Kelvin also provided guests with an early preview of selected enhancements on the Adaptive roadmap (unreleased features).
Here are some of the things Kelvin touched on:
Personal What If Scenarios
“Personal What-If Scenarios” allow users to test data changes without impacting the live data in your plan version. This creates a more seamless and flexible planning experience. These scenarios are tied to existing budget versions – when a change has been saved, the cells are highlighted in green to easily view the impact. These scenarios can be analysed further in reports and dashboards.
Modelled Sheet Data Validation Enhancements
Kelvin touched on the modelled sheet data validation enhancements, which provides modellers the ability to create rules to control the type of data entered into the sheet. Users are also able to filter on rows that violate these validation rules, helping to improve the process of validating data.
Report Scheduling
Web reports are now able to be scheduled, by either sending an email notification or a report snapshot to users. This means that users are able to receive report results attached to an email instead of having to log in and view their reports.
Once some of the latest enhancements were covered, Kelvin provided a demonstration on some of the unreleased features yet to come in Workday Adaptive Planning. You had to be at the event to get the inside scoop on these. We can’t share them here just yet – let’s hope they are released soon!
After this, Kelvin handed the microphone over to QMetrix Workday Adaptive Planning Practice Manager, Alex Houghton. Alex took the audience through the journey of a typical budget season, and how to ensure the next budget season runs smoothly – read about it here.
Thank you to all of our valued clients for joining us at the User Group and we look forward to our second 2024 User Group later this year!
How can I access Premium Care?
QMetrix offers a post deployment support package exclusive for our Workday Adaptive Planning clients. The package includes priority support, model enhancements, training and content which adds value for clients. It enriches their knowledge and use of their Adaptive instance, and helps them make the most of their investment.
To find out more, contact us