October 2026 Newsletter
| Review of October 2026 - Edition 14
COMMUNITY UPDATES
🚀 Oct was a month of building!
October has been all about building, with one goal in mind: making OTTO-MATES an even more valuable, go-to resource for members navigating AI and automation.
We've been expanding our On-Demand Resource Hub to deliver more of what you've been asking for: a place to explore AI and automation solutions, discover practical insights, and learn from peers on your own terms, when you need it.
We've also evolved our vendor participation model beyond traditional sponsorships, making it easier for solution providers and experts across accounting, finance, and technology to contribute valuable resources while staying true to our practitioner-led, vendor-agnostic approach.
We'll continue building out the Hub, but we'd love your input - drop us a note!
What would you like to see more of, and what's missing?
Your feedback helps shape what we build next!
Meanwhile, November is shaping up to be an exciting month, with some fantastic opportunities to connect, collaborate, and learn. Check out what's coming up below!
EVENTS
📌 Monetize 15: The Future of the Office of the CFO
🗓️ In-Person Event
Date: Wed, Nov 4th (8:00 AM - 6:30 PM EST)
Location: Harvard Club of New York City
Monetize 15 by MGI Research brings together CFOs, CIOs, technology leaders, AI innovators, and investors to explore the future of ERP, AI-native finance systems, finance costs, governance, and AI monetization.
Limited Seats, by Invitation Only
Monetize 15 is limited to 200 seats and every registration is reviewed, so the room stays senior and the conversation candid. Seats are allocated as requests are approved.
Use code: OTTO-MATESVIP199 for a discounted ticket specifically allocated for OTTO-MATES members
🎫 #Monetize 15 « View additional event details here!
📌 OTTO-MATES Finance Transformation Lab Series
🗓️ Virtual Event
Date: Wed, Nov 11th (9:00 - 11:00am PT | 12:00 - 2:00pm ET)
Don’t miss out on our first monthly Demo Day!
Get a practical look at how technology is addressing real-world challenges in finance and accounting through our recurring virtual demo series.
#OTTO-MATES Finance Transformation Lab Series « Recurring Event Details
👀 Can’t make it live? Register to receive the recordings and explore on your own time.
Whether you’re evaluating new solutions or simply curious about what’s possible, the Finance Transformation Lab is an opportunity to discover new tools, see real workflows in action, and make more informed technology decisions.
Because seeing what technology can do is even better than hearing about it!
⚠️ Please note: This series is exclusively for accounting and finance practitioners.
Technology vendors should only register if invited to present.
For vendors interested in participating, please contact @Wilma Schmidt
📌 Attend FATE 2026 in NYC for FREE
🗓️ In-Person Event
Date: Nov 18-19th
Location: Javits Convention Center, NYC
Join us at FATE 2026, the Finance & Accounting Technology Expo!
We’re partnering with FATE to give the OTTO-MATES community complimentary access to two days of technology discovery, practical demos, and conversations with vendors across AI, automation, FP&A, accounting, and more. Explore solutions side by side, see real workflows in action, and discover technologies that could help your finance team work smarter.
🎤 Featured Session: Priced Out | The AI Monetization Gap Finance Can't Ignore
Join Em Daigle and Amy Konary from Zuora for an in-person theater session exploring how companies are struggling to monetize AI. Drawing on a survey of 1,000 finance and accounting leaders across four markets, they’ll share insights into AI pricing challenges and their impact on billing, revenue recognition, and quote-to-cash, along with practical takeaways for your own pricing and packaging strategies.
🎟️ OTTO-MATES members attend FATE for FREE!
Register using promo code: OTTOMATES
📌 Zuora Revenue Live Demo
Automating Contract Modifications for Revenue Recognition
November 12 @ 9:00 AM PT | 12:00 PM ET | 5:00 PM GMT | 6:00 PM CET
Mid-term upgrades, order adjustments, pricing updates, and custom contract restructures happen constantly, making contract modifications one of the most unpredictable challenges in revenue accounting.
Join us for an interactive session where we’ll explore how to simplify your revenue recognition process for complex, multi-model contract modifications while maintaining strict compliance with ASC 606 and IFRS 15.
🟢 OTTO-MATES Founder, Em Daigle, Joins Numero as an Advisor
Congratulations to Em Daigle on joining Numero as an Advisor!
With experience spanning finance, accounting, AI, and go-to-market strategy, Em will support Numero’s market strategy, customer engagement, and product innovation.
As AI continues to evolve, connecting new technologies with the real-world needs of finance teams has never been more important. At OTTO-MATES, we’re committed to creating opportunities for finance professionals, technology providers, and transformation leaders to share insights, learn from one another, and explore what’s possible.
OTTO-MATES remains an independent, practitioner-led, vendor-neutral community focused on education and helping finance professionals navigate the changing AI and automation landscape.
As such, please reach out to @Wilma Schmidt if you are interested in helping build out and support the Community!
✉️ Know someone who’d love this space as much as you do?
OTTO-MATES grows best through curious people inviting other curious people...
Membership is free, thanks to our trusted Sponsors & Partners!
