From Keynotes to Real Outcomes: Why Summit 2026 Matters for Modernizing Finance and Operations

Visit Crestwood at Booth #802 to Tighten Your AR Game 

Summit 2026 brings together leaders who want more than product updates. They want clarity. They want practical next steps. They want to see how automation, AI, and operational efficiency are reshaping financial and operational workflows inside Acumatica. 

This year, Summit arrives at a pivotal moment. Teams are shifting from asking why they should modernize to how they should modernize in a way that reduces manual work, strengthens financial visibility, and keeps operations moving with confidence. 

Crestwood Associates will be at Booth #802 with a clear mission: 
Help finance and operations leaders tighten their AR processes, eliminate manual friction, and gain visibility using the new AR Powered by AI capabilities from the Efficiency Series. 
If you want to see what practical AI inside Acumatica really looks like, you’ll want to stop by. 

Below are the 10 reasons Summit 2026 is worth your time and how Crestwood helps you turn insight into action. 

  1. Keynotes That Clarify What’s Coming Next

This year’s keynote lineup brings together economic analysts, product leaders, and AI experts who will help finance and operations teams understand the forces shaping ERP strategy over the next 24 months. 

Expect meaningful insight into: 

  • AI readiness for SMBs
  • Demand, labor, and budget trends affecting 2026–2027 planning
  • How finance leaders should prepare for AI-assisted ERP workflows
  • Direct updates from Acumatica’s product roadmap 

Why this matters: Leaders want interpretation, not just information. Crestwood consultants will be onsite to help you connect these trends to your modernization roadmap and understand what actions matter most in the next 12 months. 

  1. Education That Translates to Operational Change

Summit education sessions are built around the real challenges organizations face: manual processes, disconnected systems, reporting delays, and limited visibility. 

Workshops include: 

  • Migration planning for GP, NAV, and QuickBooks
  • Finance automation and workflow optimization
  • Vertical-specific operational challenges 

Crestwood’s point of view: Training matters when it turns into measurable results. One of our clients reduced month-end close by 40 percent after applying methods they first discovered at Summit. 

If you want guidance on which sessions will help you tighten your financial operations or reduce manual AR work, stop by Booth #802. 

 Industry Tracks Built Around Your Operational Reality 

Summit recognizes that each role sees modernization differently. CFOs, controllers, COOs, IT directors, and operations leaders attend with distinct objectives. 

Tracks provide clarity on how to: 

  • Reduce distribution and fulfillment bottlenecks
  • Improve project accounting in construction
  • Strengthen manufacturing visibility
  • Advance forecasting and inventory accuracy
  • Build multi-entity financial oversight 

How Crestwood helps: After the event, we help leaders translate these insights into specific modernization paths that support scalable growth, whether staying on Acumatica, migrating from GP, or optimizing existing workflows. 

Customer Panels That Offer Real-World Guidance 

Hearing from peers who have modernized with Acumatica provides practical insight that goes beyond demos. 

Panels dive into: 

  • Budgeting for modernization
  • Customization vs. configuration decisions
  • Improving reporting and financial accuracy
  • Lessons from manufacturing, distribution, and construction 

Our recommendation: Bring your questions. These sessions help leaders validate decisions and avoid common pitfalls. 

The Expo Hall: Where You See the Entire ERP Ecosystem in Motion 

Summit’s Expo Hall is the fastest way to understand what’s possible with Acumatica and the connected ISV ecosystem. 

You’ll find: 

  • Automation tools for warehouse operations
  • EDI solutions
  • Financial controls, forecasting, and planning add-ons
  • Workflow tools for project-based operations 

At Booth #802, Crestwood will be showcasing: 
AR Powered by AI a practical set of capabilities designed to reduce manual work in cash application and collections through ACH AutoMatch and Collections Risk Insights. 
If AR efficiency is a priority this year, you’ll want hands-on time with these tools. 

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Ready to See It in Action?

Words are great but seeing this tool in your own workflow is even better. We invite you to take a closer look and discover how Master Record Approvals can help your team protect your data, streamline processes, and stay audit-ready.

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Author

  • Chloe

    Senior Marketing Manager & Partnerships Leader at Crestwood Associates | MBA Candidate, University of Miami | ERP, AI & Business Applications GTM Strategy

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