As organisations scale, transactional finance quickly becomes a pressure point. Volumes increase, complexity multiplies, and confidence can erode if systems, processes, and governance fail to keep pace. This closed-door think tank explores how finance leaders can transform core transactional operations into a foundation for control, resilience, and strategic confidence.

Facilitated by Fiona Vashi, Head of Transactional Finance & Projects at David Lloyd Clubs, the session moves beyond a traditional case study. Drawing on David Lloyd Clubs’ finance transformation journey, including the evolution of Accounts Payable and Receivable during an ERP migration, participants will engage in an interactive peer discussion focused on the real leadership decisions behind successful change. Through structured dialogue, the group will explore what works, what’s hard, and what remains unresolved when scaling finance in complex, high-volume environments.

Key discussion themes include:

• Making transactional finance scalable without losing control or visibility

• Balancing standardisation with flexibility during ERP-led transformation

• Shifting finance teams from manual processing to higher-value work

• Governance and decision-making in high-volume, multi-entity environments

• What finance leaders would do differently if starting again