Resources Connection, Inc. · NASDAQ:RGP
Resources Connection — Next-Gen Finance Webinar (September 2025)
30 slides from Resources Connection's conference presentation, Sep 17, 2025
Slide 1: Next-Gen Finance: Thriving at the Intersection of Technology, Talent, & Transformation
Next-Gen Finance: Thriving at the Intersection of Technology, Talent, & Transformation. Andy Jones September 17, 2025 VP, Head of Global Finance & Accounting
Slide 2: Who We Are, at a Glance
Who We Are, 1,700+ 340K at a Glance. Global Clients Serving Top Organizations Across Projects Completed Each Project Serves as a Testament to Our Commitment to Four Key Regions: North America, Europe, Asia Pacific & Latin Flexibility & Quality Across 37+ America Countries Since 1996, we've been doin
Slide 3: What We'll Discuss
01 The Forces Redefining Finance Today 02 Workforce & Talent Evolution 03 The Evolving Role of the CFO 04 Technology & AI Learning Curve What We'll 05 The Secret to Successful Transformation 06 Tips to Implement AI Discuss . 07 If You Remember One Thing © 2025 Resources Connection, Inc. Confidential
Slide 4: The Forces Redefining Finance Today
The Forces Automation, AI & Rapid Tech Shifts Redefining Rising Finance Today. Transformation Demands from the CFO Finance isn't what it used to be. Workforce Shifts & Talent Shortages New and existing forces, from changing workforce dynamics to technological advances, are redefining what success lo
Slide 5: What Area Is Your Finance Team Struggling with Most Today?
What Area Is A. Talent Gaps Your Finance Team B. Technology Adoption C. Process Inefficiency Struggling with D. Strategic Influence Most Today? © 2025 Resources Connection, Inc. Confidential | rgp.com | 5
Slide 6: Workforce & Talent Evolution
Workforce & Talent Evolution. RGP. | rgp.com | 6
Slide 7: Workforce Demographics Are Changing
Workforce Demographics 60,000 56,715 55,963 55,377 53,991 52,481 51,031 Are Changing. 47,067 40,000 ▪ Graduates at the Bachelor’s and Master’s levels have declined for the past several years ▪ Similarly, fewer are sitting for the CPA exam 20,000 ▪ About 4K fewer in 2022 than in 2021 ▪ 34% drop since
Slide 8: The Talent Gap is Real
The Talent Skills in Demand Vs. Supply Gap is Real. 67% 63% 58% The widening talent gap continues to create pressure on both staff and leadership. Demand Demand Demand ▪ Skills finance didn’t need five years ago are table stakes today 29% 29% ▪ Critical skills like analytics & AI literacy 25% are no
Slide 9: Evolution of Staff Composition
Evolution of Staff Composition. Future Present Problem Solvers Administrative Administrative Shift Reductions in ‘traditional’ F&A personnel will Accounting Staff Accounting Staff be offset by: CPA’s ▪ Gains from automation CPA’s ▪ Transient and/or non-traditional ‘problem solvers’ that leverage adv
Slide 10: The New Norm: Hybrid Models
The New Norm: AI Hybrid Models. Specialist ESG Specialist Full-time Staff The static team model is out. The dynamic model is in. Success today requires flexibility, mixing core employees with on-demand experts and partners. Tax Specialist This model provides CFOs with the flexibility to Strategic Pa
Slide 11: What Is Your Biggest Talent Challenge You Face Today?
What Is Your A. Finding Specialized Skills (AI, Analytics, Digital Finance) Biggest Talent B. Retaining Experienced Staff C. Managing Hybrid or Contingent Challenge You Teams D. Aligning Talent to Evolving CFO Face Today? Expectations © 2025 Resources Connection, Inc. Confidential | rgp.com | 11
Slide 12: The Evolving Role of the CFO
The Evolving Role of the CFO. RGP. | rgp.com | 12
Slide 13: CFOs Are In A Unique Position
93% CFOs Are In A Unique Position. Once the stewards of compliance and Of CFOs report significant guardians of quarterly earnings, CFOs, who sway over strategy, while control the financial architecture, are uniquely positioned to step forward as strategic owners 74% now wield enterprise- of the ente
Slide 14: Finance 4.0, Breaking Down Then to Now
CFOS Then CFOs Now Finance 4.0, Static Reports Real-Time Dashboards & Predictive Modeling Breaking Down Focus on Bookkeeping & Compliance Driving Cross-Functional Insights & Enterprise Strategy Then to Now. Limited Technology Influence CFOs Sponsor AI, Automation & Cloud Investments CFO as Co-Pilot
Slide 15: The New Priorities of Today's CFO
Spot Emerging Macroeconomic Trends The New Priorities What would 250 basis points of interest rate fluctuation mean for supply chain resilience? of Today's CFO. Predict Business Model Viability When entering new markets, launching new How would an AI-driven competitor impact pricing power? products,
Slide 16: Where Do You See the Biggest Opportunity for CFOs to Drive Impact?
Where Do You See the A. Leading enterprise-wide strategy & growth Biggest Opportunity B. Accelerating digital transformation & AI adoption for CFOs to Drive C. Building high-performing, agile finance teams Impact in 3–5 Years? D. Driving data-informed decision- making across the organization RGP. .
Slide 17: Technology & AI Learning Curve
Technology & AI Learning Curve. © 2025 Resources Connection, Inc. Confidential | rgp.com | 17
Slide 18: Tech Has Evolved, But Pressure Remains
Tech Has Evolved, But Pressure Remains. Every wave of financial technology has come a long way. But with each step forward, the bar has only risen higher. Workloads remain high, expectations are rising, and human capacity hasn't kept pace. Manual (Pre-2000s) RPA (2010s) AI (Late 2010s-2020s) GenAI (
Slide 19: AI Investment is Still Limited
AI Investment from CFOs AI Investment > $500K 18% is Still Limited. $250K- < $100K $500K AI has immense potential, yet adoption is slower 44% 9% than expected. Many CFOs are still figuring out where and how to invest. That means: ▪ ROIs are not fully understood ▪ Underlying infrastructure is often m
Slide 20: And AI Is Underleveraged
Current AI Usage in F&A Teams And AI Is Underleveraged. Yes 29% ▪ Repetitive tasks are still manual ▪ Insights are not fully automated ▪ Decision support remains human-heavy Not yet Even where AI exists, teams are often not 71% leveraging it fully, leaving opportunities on the table. Not yet Yes Bai
Slide 21: People + Tech = Transformation
People + Tech = Transformation. The finance teams that succeed are the ones that know how to combine people, process, and technology effectively. Talent Performance Technology Critical Thinking, Faster Closes, Scale, Speed Creativity Sharper Forecasts & & Precision & Resilience Smarter Decisions © 2
Slide 22: AI Plays Many Roles
AI Plays Many Roles. Intelligent Automation Simulation RPA and/or hyperautomation Modeling complex financial with bots and workflows that risks and their impact on an execute rules-based tasks organization using digital and processes agents Interpretation & Creation Interaction Using natural languag
Slide 23: Three Ways of Getting AI
Three Ways of Getting AI. Embedded AI Software/platform vendors incorporating AI into their core software applications Blended AI Leveraging foundation models that are fine-tuned with your data or using front-end applications built internally Bring Your Own AI In-house developed AI to support back-
Slide 24: Start With the Right Foundation
Start With the Right Foundation. Foresight Speed, Risk Sensing Outcomes AI only works when the foundation is ready. Decision Confidence Before scaling, ensure your foundation is strong with clean data, standardized Technologies processes, and capable teams. AI RPA GenAI Your Foundation Governance Da
Slide 25: Focus on High-Impact Opportunities
Where to Use in Role of AI What It Can Do Finance Focus on Transaction processing, High-Impact Automate repetitive tasks Efficiency reconciliations, close (RPA + AI) cycle Opportunities. Intelligence Predictive insights, anomaly detection, scenario planning Forecasting, risk management, cash flow an
Slide 26: Rethink AI In Finance Planning
Rethink AI In Finance Planning. “Tools That Help” “Systems That Act” “Proactive Intelligent Agents” Now > ▪ Enhanced invoice ▪ Intelligently automated ▪ Autonomous forecasting & automation (AP) financial close scenario modeling (w/ minimal human guidance) ▪ Journal entry variance ▪ Real-time interco
Slide 27: What's Your Biggest Barrier to Leveraging AI Effectively?
What's Your Biggest Barrier A. Lack of skills B. Data quality issues to Leveraging C. Leadership buy-in D. Cost of implementation AI Effectively? © 2025 Resources Connection, Inc. Confidential | rgp.com | 27
Slide 28: If You Remember One Thing...
If You Remember One Thing... Stop chasing systems and start building the intersection. Talent without tools can't scale. And transformation without leadership stalls. The real advantage emerges when CFOs bring these three together, enabling finance to drive business forward. ©© 2025 2024 Resources R
Slide 29: Thank You! Any Questions?
Thank You! Any Questions? © 2025 Resources Connection, Inc. Confidential | rgp.com | 29
Slide 30: Let's Connect
| rgp.com | rgp.com Let's Connect. A red A red A red A red x on square play and button Andy Jones Vice President, Head of Global Finance & Accounting [email protected] +1 (678) 358 8878 ©© 2025 Resources Resources Connection, Connection, Inc.Inc. Confidential Confidential | rgp.com | rgp.com | | 30
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