SCOTTSDALE, AZ
NOVEMBER 1-3
Introducing R365 Transform
— a bold new evolution of Restaurant365 events. Debuting in 2026, Transform is a reimagined national conference for restaurant leaders ready to work smarter, scale faster, and lead with confidence. Join us November 1–3, 2026, in Scottsdale, Arizona, for three days of expert-led sessions, peer connections, and hands-on learning focused on operations, accounting, and workforce strategy, powered by data and AI.
Agenda
Sunday, Nov 1
Monday, Nov 2
Tuesday, Nov 3
Monday · November 2
8:00 AM
Registration & Breakfast
8:30 AM
all day
Solutions Bar
by appointment
9:00 AM
Opening Keynote
9:30 AM
State of the Restaurant Industry
10:15 AM
The Rush Customer Panel
11:00 AM
Break
11:15 AM
Workshop Session 1
Choose one track to attend
Accounting
•SMB
From Spreadsheets to Smart Books: Standing Up Modern Restaurant Accounting in 90 Days
Operations
•Mid-Market
Prep-First Ops: Dialing In Inventory, Batch Prep, and Scheduling Across Locations
Jason Hollis
Workforce
•Enterprise
Workforce Visibility from Day One: Building the Labor Foundation That AI Actually Needs
Eddy Salas
Data
•Mid-Market & SMB
From Gut Feel to Good Data: Getting Started With Reporting
Briana Castillo
Together
•All Audiences
Three Journeys of Transformation: SMB, Mid-Market, Enterprise
Nick Hluza
12:00 PM
Networking Lunch
1:00 PM
Workshop Session 2
Choose one track to attend
Accounting
•Mid-Market
Month-End Mastery: Closing Faster Without Losing Accuracy
Kristen Peters
Operations
•Enterprise & Mid-Market
Menu Engineering for Margin: CoGS, Pricing, and Product Mix for Multi-Unit Operators
Aaron Alexander
Workforce
•Mid-Market & SMB
Close the Gap Between Your Schedule and Your P&L: Real-Time Labor Cost Management
Data
•Enterprise
AI Dashboards that Matter
Anthony Lucero
Together
•All Audiences
Operator Roundtable: Surviving and Thriving in Today's Market
David Mortenson
2:00 PM
Workshop Session 3
Choose one track to attend
Accounting
•All Audiences
Catch It Before It Costs You: AI in Action
Operations
•Enterprise
Multi-Concept Mastery: Running Different Brands Under One Playbook
Workforce
•Mid-Market
Hire Smarter: Using AI to Find, Vet, and Onboard the Right People Faster
Theresa Cassese
Data
•SMB
The One-Page Weekly Scorecard: Know Your Numbers at a Glance
Patrick O'Donnell
Together
•Mid-Market & SMB
Growing Pains: Lessons from Going from 3 to 30 Locations
Rich Sweeney
2:45 PM
Break
3:15 PM
Product Update - A Year in Review
4:00 PM
Keynote Speaker - Coming Soon!
6:00 PM
Conference Dinner and After Party
Sunday · November 1
5:00 PM
Registration & Welcome Reception
Monday · November 2
8:00 AM
Registration & Breakfast
8:30 AM
all day
Solutions Bar
by appointment
9:00 AM
Opening Keynote
9:30 AM
State of the Restaurant Industry
10:15 AM
The Rush Customer Panel
11:00 AM
Break
11:15 AM
Workshop Session 1
Choose one track to attend
Accounting
•SMB
From Spreadsheets to Smart Books: Standing Up Modern Restaurant Accounting in 90 Days
Operations
•Mid-Market
Prep-First Ops: Dialing In Inventory, Batch Prep, and Scheduling Across Locations
Jason Hollis
Workforce
•Enterprise
Workforce Visibility from Day One: Building the Labor Foundation That AI Actually Needs
Eddy Salas
Data
•Mid-Market & SMB
From Gut Feel to Good Data: Getting Started With Reporting
Briana Castillo
Together
•All Audiences
Three Journeys of Transformation: SMB, Mid-Market, Enterprise
Nick Hluza
12:00 PM
Networking Lunch
1:00 PM
Workshop Session 2
Choose one track to attend
Accounting
•Mid-Market
Month-End Mastery: Closing Faster Without Losing Accuracy
Kristen Peters
Operations
•Enterprise & Mid-Market
Menu Engineering for Margin: CoGS, Pricing, and Product Mix for Multi-Unit Operators
Aaron Alexander
Workforce
•Mid-Market & SMB
Close the Gap Between Your Schedule and Your P&L: Real-Time Labor Cost Management
Data
•Enterprise
AI Dashboards that Matter
Anthony Lucero
Together
•All Audiences
Operator Roundtable: Surviving and Thriving in Today's Market
David Mortenson
2:00 PM
Workshop Session 3
Choose one track to attend
Accounting
•All Audiences
Catch It Before It Costs You: AI in Action
Operations
•Enterprise
Multi-Concept Mastery: Running Different Brands Under One Playbook
Workforce
•Mid-Market
Hire Smarter: Using AI to Find, Vet, and Onboard the Right People Faster
Theresa Cassese
Data
•SMB
The One-Page Weekly Scorecard: Know Your Numbers at a Glance
Patrick O'Donnell
Together
•Mid-Market & SMB
Growing Pains: Lessons from Going from 3 to 30 Locations
Rich Sweeney
2:45 PM
Break
3:15 PM
Product Update - A Year in Review
4:00 PM
Keynote Speaker - Coming Soon!
6:00 PM
Conference Dinner and After Party
Tuesday · November 3
8:00 AM
all day
Solutions Bar
by appointment
8:00 AM
Registration & Breakfast
9:00 AM
Day 2 Kick Off and Customer Excellence Awards
9:30 AM
Built for What's Next: The Future of the Intelligent Restaurant
10:00 AM
Smarter Every Shift: How Operators are Winning With AI
10:45 AM
Break
11:00 AM
Workshop Session 4
Choose one track to attend
Accounting
•Enterprise
Enterprise-Grade Controls: Audit-Ready Accounting for High-Growth Brands
Kevin McTigue
Operations
•All Audiences
The Daily Operational Pulse: A 30-Minute Routine for Running Every Shift With Data
Jason Hollis
Workforce
•All Audiences
AI on the Clock: Using Smarter Scheduling to Hit Your Labor Targets
Data
•Enterprise & Mid-Market
AI Forecasting That Actually Works: Sales, Labor, and Inventory You Can Trust
Eddy Salas
Together
•All Audiences
Data-Driven Operators: The Weekly Rituals Behind Better Decisions
Rich Sweeney
11:45 AM
Lunch / Concept Roundtables
1:00 PM
Workshop Session 5
Choose one track to attend
Accounting
•All Audiences
AP Automation & AI-Powered Close: Faster Books, Smarter Workflows
Kristen Peters
Operations
•All Audiences
Know Your Food Cost Before Count Day: Variance Analysis and Inventory Intelligence
Aaron Alexander
Workforce
•All Audiences
From Turnover to Tenure: Building a Culture People Don't Want to Leave
Data
•Mid-Market & SMB
Ask R365 Anything: Meet AI Advisor
Nick Hluza
Together
•Enterprise & Mid-Market
Franchise Leadership Forum: Healthy Franchisor–Franchisee Relationships
Anthony Lucero
2:00 PM
Workshop Session 6
Choose one track to attend
Accounting
•All Audiences
Restaurant Accounting IQ Live: Benchmark Your Finance Maturity
Operations
•All Audiences
The Delivery & Off-Premise Dilemma: Growth Without Killing Margin
Patrick O'Donnell
Workforce
•Enterprise & Mid-Market
Multi-State Payroll & Compliance: Labor Laws and Pay Practices Across Every Market
Sondra Monaco
Data
•Mid-Market
Building Your Restaurant Data Stack: Connecting Accounting, Ops, and Workforce
Briana Castillo
Together
•All Audiences
Broadcast Your Brand: Social Media & Website Marketing for Restaurant Operators
Shawn Walchef
2:45 PM
Break
3:15 PM
Concept Roundtables
4:00 PM
Closing Ceremony
MAKE THE CASE
Convince your boss in five minutes
Download a ready-to-send justification letter with the agenda highlights, ROI talking points, and cost breakdown already built in. Add your details, hit send, and make the case for bringing your team to Scottsdale.
You’re invited to Transform 2026
Early bird pricing through July 15th
$399
Join us in Scottsdale, AZ for our annual user conference and experience inspiring sessions, meaningful connections, and fresh ideas you can bring back to your business.
We’d love to see you there.
SCOTTSDALE, AZ