Grant Thornton on the AI World stage:
Driving Real Business Outcomes with Applications & AI
What does it take to turn AI ambition into measurable business results? Join Clayton Homes, Grant Thornton, and Oracle for a candid look at how customers, implementation partners, and technology providers can work together to accelerate transformation. Through the "three-legged stool" model, learn how Oracle Fusion Applications created the foundation for operational excellence and how embedded and generative AI are unlocking new levels of productivity, insight, and innovation. Hear real-world lessons on governance, adoption, change management, and business value — and leave with a practical blueprint for building a scalable, AI-powered enterprise.
Add this session to your AI World agenda! Registration is not required for this session; attendance is first come, first served.
Date and Time: Monday, October 26, 2026 | 2:50 p.m. – 3:10 p.m. PT
Location: Theater 5, Oracle AI World Hub
Speakers: Bob Allen, Grant Thornton, Steve Quante, Clayton Homes, Kurt Krippendorf, Oracle, Stephanie Langhart, Oracle
Grant Thornton's Interactive Sessions:
Session 1: The Agents Are Coming | Is Your Oracle EPM Platform Ready?
Date and Time: Monday, October 26, 2026 | 8:00 a.m. – 9:00 a.m. PT
Speakers: Vatsal Gaonkar, Grant Thornton & Ryan Lunde, Grant Thornton
Abstract: Artificial Intelligence is rapidly evolving beyond chat-based interactions into a new era of autonomous, goal-oriented AI Agents capable of executing tasks, orchestrating processes, and augmenting decision-making across the enterprise. For finance organizations, this shift has significant implications for how Oracle EPM is deployed, governed, and utilized.
In this session, we will explore the emerging role of AI Agents as specialized digital teammates supporting finance, accounting, and operational users throughout the Oracle EPM landscape. Attendees will gain a practical view of how agent-driven capabilities can transform strategic planning, account reconciliations, enterprise data governance, financial close, and reporting processes while increasing productivity, accelerating insights, and reducing administrative effort.
Using real-world Oracle EPM scenarios, we will illustrate how future-focused organizations can leverage AI Agents to perform conversational scenario modeling, proactively identify and resolve reconciliation exceptions, streamline enterprise data governance, monitor close activities, and generate narrative insights from financial results.
Most importantly, this session will provide a roadmap for preparing your EPM environment for the agentic future. We will discuss the foundational capabilities required to enable AI at scale, including data quality and governance, API readiness, process standardization, security considerations, and architectural design principles that position Oracle EPM as the foundation of an AI-ready finance organization. Whether your organization is actively pursuing AI initiatives or simply planning for the future, attendees will leave with a clear understanding of both the opportunity and the practical steps needed to build an EPM platform prepared for the next generation of intelligent finance operations.
Key Takeaways
- Understand how AI Agents differ from traditional generative AI and why they represent the next evolution of enterprise finance technology.
- Explore practical Oracle EPM use cases across Strategic Modeling, Account Reconciliation, EDM, Financial Close, FCC, and Narrative Reporting.
- Learn how AI Agents can reduce manual effort by proactively identifying reconciliation risks, close bottlenecks, and data quality issues before they impact reporting.
- Develop a roadmap for transforming Oracle EPM into an AI-ready platform that supports autonomous finance operations and continuous insight generation.
Session 2: AI Starts on Day One: From Evidence to Execution Across the Oracle Transformation Lifecycle
Date and Time: Monday, October 26, 2026 | 12:00 p.m. – 1:00 p.m. PT
Speakers: Brandon Johnson, Grant Thornton; Mike Simonson, Grant Thornton; Will Thoelecke, Grant Thornton
Abstract: Let’s face it: enterprise transformation has traditionally scaled the same way for decades. More programs require more people, more workshops, more handoffs and more hours. And if you’ve been through an Oracle transformation, you know the drill: documents get collected, discovery begins, requirements are captured, design workshops follow, decisions get documented—and somewhere between discovery, design, configuration and testing, teams spend a surprising amount of time finding information, recreating context and turning what they already know into the next deliverable.
Join Grant Thornton for a Lunch & Learn exploring how we’re rethinking the Oracle transformation lifecycle with an AI-Enabled Enterprise Transformation Platform—connecting inputs, conversations, requirements, decisions and delivery knowledge in one AI-powered workspace. We’ll show how Grant Thornton’s Oracle AI practice can help move from intake and discovery to traceable requirements and design, and ultimately through configuration, testing, training and go-live—while keeping people in control of the decisions that matter.
Session 3: From Invoice to Insight | Lifecyle of Transaction with Oracle AI Agents
Date and Time: Tuesday, October 27, 2026 | 8:00 a.m. – 9:00 a.m. PT
Speakers: Chloe Harfield, Grant Thornton & TBA
Abstract: Organizations often evaluate AI through isolated use cases, but the true value of embedded AI emerges when intelligence is connected across an end-to-end business process. This session follows the lifecycle of a single supplier invoice as it moves through Oracle Fusion ERP and EPM, demonstrating how Oracle AI agents work together to automate work, generate insights, and support decision-making at every stage of the finance function.
Attendees will follow the lifecycle of Invoice #ORACLEAIWORLD2026 as it moves through Oracle Fusion ERP and EPM, demonstrating how a single transaction becomes a source of intelligence across the enterprise. The journey begins as the Payables Agent receives and processes the invoice, transforming an incoming document into a trusted financial transaction. Once posted, the Ledger Agent continuously monitors the accounting impact, explains variances, and provides context into changing financial results. As project related costs are recognized, AI powered project controls leverage the same transaction to evaluate project performance, identify budget risks, and provide operational insight. The Planning Agent incorporates the transaction into forecasts, scenarios, and predictive models, helping finance leaders understand future business impacts. By following one invoice from receipt to forecast, attendees will see how Oracle's AI agents build upon one another, turning a single transaction into connected insights, decisions, and outcomes across finance, projects, and planning. One invoice. Multiple AI agents. A connected enterprise powered by Oracle Fusion Agentic Applications.
Key Takeaways
- Follow the complete lifecycle of a single transaction as it flows across Oracle ERP and EPM.
- See how Oracle AI agents leverage the same transaction to automate processing, explain results, monitor performance, and support decision-making.
- Understand how finance, projects, and planning become connected through a shared, intelligent data foundation.
- Learn how embedded AI transforms transactions from system records into actionable business insights.
- Explore Oracle's vision for an agent-driven enterprise where AI agents work together to support end-to-end business processes rather than isolated tasks.
Session 4: The Future of Financial Services Starts Here | Oracle Innovation Roundtable featuring LPL Financial
Date and Time: Tuesday, October 27, 2026 | 12:00 p.m. – 1:00 p.m. PT
Speakers: Matt Lavery, Grant Thornton & Mike Pilch, Grant Thornton, Kevin Ott, Grant Thornton, Alexander Jenkin, LPL Financial
Abstract: Financial services organizations are under increasing pressure to modernize, innovate, and explore the full potential of AI. Join Grant Thornton's Oracle practice at Oracle AI World for an exclusive executive roundtable featuring leaders from LPL Financial as they share how Oracle Cloud is helping transform their organizations.
Learn how LPL Financial, supporting more than 32,000 financial advisors serving 8 million Americans with $2.3 trillion in advisory and brokerage assets, is leveraging Oracle Cloud to strengthen resilience, enhance governance, accelerate AI adoption, and drive measurable business outcomes.
You will gain insights into:
- Real-world future AI and cloud transformation strategies from financial services leaders
- Practical implementation lessons and best practices
- Approaches to strengthening data governance, security, and operational resilience
- How organizations are moving beyond AI experimentation to deliver enterprise-wide value
- Opportunities to connect with peers navigating similar transformation journeys
Whether you're evaluating your AI strategy or expanding enterprise-wide adoption, you'll leave with practical insights, proven implementation approaches, and lessons learned from organizations leading transformation at scale.
Celebrate with us!
Take a break from the conference and unwind with us at our annual AI World Happy Hour. Stop by Sugarcane Raw Bar Grill to mix and mingle with the Grant Thornton team.
Date and Time: Tuesday, October 27, 2026 | 6:00 p.m. – 9:00 p.m. PT
