Sam Dastoor

Principal Baker Tilly

Sam brings more than 25 years of experience in strategy consulting and advisory services, specializing in the design and execution of complex captive and managed services delivery models. As a global subject matter specialist in multi-functional sourcing strategies, Sam has led initiatives across assessment, detailed design (process and organizational), and transition phases to build scalable, resilient operating models. Leveraging deep cross-industry expertise, Sam collaborates closely with functional leaders and enablement teams, including IT, legal and human resources, to deliver tailored solutions that reduce design, transition and operational risks. His collaborative approach ensures high-quality engagement outcomes while mentoring client teams to achieve sustainable long-term success.

Tuesday, March 17, 2026: Main Program

10:30 AM WORKSHOP I: Transforming the Back Office into a Profit Optimizer: A Practical Blueprint for Unlocking Value with ERP Enhancements, RPA, and AI

As enterprises look beyond efficiency and begin treating their back-office functions as strategic value creators, the question becomes how to modernize operations in ways that directly influence profitability. In this hands-on workshop, Baker Tilly will guide participants through a structured approach to redesigning back-office to drive measurable, enterprise-level impact. This session draws from insights in Baker Tilly’s new Essentials Report, providing actionable frameworks and benchmarks you can immediately apply.

Together we will explore four key components to achieving value:

1. Find Your Biggest Bang for the Buck

2. Clarify the Organizational Difference Between ERP Workflow Enhancements, RPA, and AI

3. Build the Right Teams and Partnerships to Harness Workflow, RPA, and AI

4. Unlock technology investments through adoption and operationalization

Key Takeaways:

A clear roadmap for turning your back office into a profit engine, not just a cost center

Practical examples of when to use ERP enhancements, RPA, or AI for maximum value and governance considerations

Insights into appropriate talent models that are truly aligned to operational needs

Strategies to leverage technology to embed new workflows, maintain controls and drive adoption

Access to benchmarks and insights from Baker Tilly’s new Essentials Report

Check out the incredible speaker line-up to see who will be joining Sam.

Download The Latest Agenda

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