All Sessions - Digital forward: A webinar series

In the competitive world of private equity, every decision affects future returns. Data is more than just numbers — it is the lifeblood that fuels strategic decisions, operational improvements and transformative growth. For private equity (PE) funds and their portfolio companies, the effective capture, management and utilization of strong data are not merely advantageous — they are critical for sustainable success.

Join Baker Tilly for an insightful webinar that explores how fostering a culture of data excellence can provide substantial benefits for both PE funds and the organizations they invest in. We will delve into the practical impact of robust data on acquisition strategies, value creation, risk management and post-acquisition performance. Discover actionable strategies and best practices from industry experts that can drive strong outcomes across the entire investment lifecycle.

As organizations accelerate digital transformation and embrace AI, many are discovering that their biggest challenge isn’t adopting new tools – it’s overcoming digital fragmentation. Digital fragmentation conceals risk, reduces efficiency and drains resources. The path forward begins with optimization and integration as without a strong, unified foundation, even the most advanced technologies become costly add-ons rather than strategic advantages.

Join Baker Tilly to explore how disjointed systems, siloed data and outdated processes create inviable friction that limits visibility, duplicates efforts and inflates transformation costs. We’ll share a practical approach to reducing fragmentation through assessments, future-state strategy ideation and road map design.

Key takeaways include:

1. Identify and address the root causes of digital fragmentation

2. How standardizing protocols and improving data accessibility drives integration and reduces inefficiencies

3. How to build a unified digital foundation that enables seamless service delivery and unlocks the full potential of emerging technologies

Enterprise resource planning (ERP) system implementations are among the most transformative initiatives an organization can undertake, but their success hinges on one often-overlooked factor: data. Without proper data strategy and governance policies in place, you risk encountering significant challenges such as flawed data, operational inefficiencies and compliance issues. Rather than treating data as a downstream task, taking a data first approach has organizations prioritizing data readiness and governance from the very beginning of the ERP journey.

Join Baker Tilly to explore how taking a data first approach from day one enables smarter decisions and future ready analytics.

Key takeaways include:

1. Learn how early data governance and readiness help you avoid common ERP challenges and support long-term value

2.Discover practical steps for establishing the frameworks, roles and tools needed to ensure clean, consistent and trusted data flows into the new system

3.Understand how a data first approach creates a reusable data model that supports post-go-live analytics

Agentic AI represents the next evolution in intelligent automation. Building on the foundation of rule-based bots and generative AI, agentic AI introduces autonomous agents capable of performing complex tasks, adapting in real time and continuously learning from new data. By combining the decision-making power of large language models (LLMs) with the structure of robotic process automation (RPA), Agentic AI is transforming business operations by not only automating routine tasks but also enabling systems to learn, adapt, and make decisions, leading to smarter and more agile processes

Join Baker Tilly to explore how these intelligent agents are already being used to optimize workflows, reduce operational friction and unlock new levels of agility and efficiency. Whether you’re just beginning your automation journey or looking to scale, this session will provide a practical road map for leveraging agentic AI effectively.

Key takeaways include:

1. Learn how intelligent automation is being used to optimize business processes through real-time decision-making and adaption

2. Understand how to prepare your organization for agentic AI, including data infrastructure, governance and change management strategies needed to deploy agents effectively

3. Hear real-world use cases where agentic AI is already delivering results

The path to successful AI implementation goes beyond technology adoption, requiring careful consideration of how AI will be deployed, adopted and used throughout the workforce. Organizations looking to succeed need to take a holistic approach, rooted in strategy and governance, that considers various aspects of organizational readiness and change management.

Join Baker Tilly to learn how organizations can successfully integrate AI by embedding change management into their adoption strategies from day one. We’ll discuss how to align people, processes and organizational culture to support AI readiness, mitigate resistance and drive sustainable value.

Key takeaways include:

1. Understand why success depends as much on the people as it does on the technology and how to proactively address resistance and uncertainty

2. Learn how to design a change management plan that supports AI implementation

3. Discover how to build a culture of AI readiness and adoption to ensure long-term success with AI technologies

In today’s digital environment, CFOs are inundated with dashboards, reports and metrics, but more data doesn’t always mean better decisions. The challenge is no longer scarcity – it’s clarity. Cut through the noise by identifying which data truly drives strategic insight. By shifting from reactive reporting to proactive insight, CFOs can elevate their role as strategic partners and steer their organizations with greater clarity and confidence.

Join Baker Tilly for a roundtable featuring a CFO panel as they discuss how finance leaders can move from data overload to data-driven decision-making by focusing on what matters most.

Key insights include:

1. Learn how to filter and prioritize the right data to support strategic planning and forecasting

2. Understand how modern analytics platforms, dashboards and AI tools can help CFOs move from reactive reporting to proactive, insight-driven leadership

3. Hear how the panel has successfully overcome data overload challenges