SCOTTSDALE, AZ

NOVEMBER 1-3

SCOTTSDALE, AZ

NOVEMBER 1-3

Introducing R365 Transform

Transform is Restaurant365’s new 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 expert-led sessions, peer connections, and hands-on learning focused on operations, accounting, workforce strategy, data, and AI.

Thank you to our sponsors

headshot christina tosi

Milk Bar's Christina Tosi is headlining Transform

Christina Tosi built Milk Bar out of a love for cereal milk and birthday cake, and turned that into a James Beard Award and one of the most famous dessert brands around. At Transform 2026, she’s dishing out the real story behind the fun: how she’s kept Milk Bar feeling fresh and nostalgic while building the systems and structure to grow it the right way.

Get ready for a sweet, honest look at scaling a brand people adore, and insights into how restaurants can still grow and thrive even in tough climates.

Plus, hear from leaders at

logo freddys frozen custard steakburgers
logo del taco
logo black rock coffee bar
logo hungry howies

and more!

Agenda

Tuesday · November 3

8:00 AM

all day

8:00 AM
Registration & Breakfast
9:00 AM
Day 2 Kickoff & Customer Excellence Award
9:30 AM
See Clearly. Act Faster. What’s Next from R365

See how Restaurant365 is bringing AI into the back office to help operators spot what matters, understand why it’s happening and take action faster. Through live demos, see how R365 AI can turn restaurant data into practical insights and give teams more time to focus on their people, guests and business.

10:00 AM
Smarter Every Shift: How Leading Operators Rethink, Innovate and Grow

Hear how forward-thinking restaurant leaders are challenging the status quo, embracing new ideas and technology, and finding smarter ways to grow and improve profitability.

10:45 AM
Break
11:00 AM
Workshop Session 4

Choose one track to attend

Workforce
•All Audiences
Smarter Scheduling: From Forecast to Full Coverage

Discover smarter ways to build schedules, anticipate staffing needs, and respond when plans change. Explore how R365 can help simplify scheduling and make it easier to get the right people in the right place at the right time.

Accounting
•All Audiences
Stop Wasting Time With Manual AP Processes: AP Automation and AI Capture in R365
Marissa Brenley

See how AP Automation and AI Capture can take manual work out of your AP process, helping your team save time, improve accuracy, and keep invoices moving efficiently.

Data
•Enterprise
Ask Advisor: The Questions Every Operator Wants Answered 
Anthony Lucero

Put R365 AI to the test with the questions restaurant leaders face every day. See what it can answer today, ask your own questions live and help shape what comes next for AI built for restaurant operators.

Operations
•All Audiences
Waste, Overportioning, Theft: Know Where Your Food Cost Is Going With Actual vs. Theoretical Reporting in R365
Aaron Alexander

Stop staring at food cost variances and start understanding what’s causing them. Learn how to use Actual vs. Theoretical reporting to uncover errors, waste, overportioning, and potential theft, then turn those insights into action.

Together
•All Audiences
What Keeps a Restaurant CFO Up at Night
Rich Sweeney

Go inside the minds of restaurant finance leaders as they discuss the pressures, priorities, and opportunities shaping their businesses, from protecting margins and managing costs to planning for what’s next.

11:45 AM
Networking Lunch
1:00 PM
Workshop Session 5

Choose one track to attend

Accounting
•Mid-Market
Month-End Mastery: Closing Faster Without Losing Accuracy
Kristen Peters

Build a better month-end routine with a practical daily, weekly, and monthly checklist. Learn the fundamentals for getting transactions approved, clearing bank activity, and closing your books accurately and efficiently.

Operations
•All Audiences
Running Shifts on Feel? A 30-Minute Task-Driven Routine for Running Every Shift with R365
Eddy Salas

Turn your daily routine into action with a practical, task-driven approach to running every shift. See how R365 Task Management, forms, reports, and the mobile app can help your team stay focused, consistent, and accountable.

Workforce
•Mid-Market & SMB
Building Confident Teams That Stay and Deliver

 Explore smarter ways to train, develop, and engage restaurant employees. Learn practical approaches for building stronger teams, creating growth opportunities, and making training more effective at every level.

Data
•Mid-Market & SMB
R365 AI for Finance: Help Shape What’s Next

See how R365 AI could change the way finance teams analyze performance, investigate issues and manage everyday accounting work. Test it with your own questions and share your perspective on where AI can save time, where it can take action and where people should remain in control.

Together
•Enterprise & Mid-Market
Franchise Leadership Forum: Expert Panel on Best Practices
Anthony Lucero

Hear from experienced franchise leaders on what it takes to successfully manage and grow a franchise organization. Explore the best practices, lessons learned, and strategies helping them drive consistency, profitability, and stronger franchisee performance.

2:00 PM
Workshop Session 6

Choose one track to attend

Accounting
•Enterprise
Beyond the Close: Advanced Month-End Strategies
Kevin McTigue

Take your month-end process to the next level with advanced close and audit strategies. Explore the reports, controls, and best practices that help you validate your numbers, strengthen accuracy, and confidently close the books.

Operations
•All Audiences
The Delivery & Off-Premise Dilemma: Growth Without Killing Margin
Patrick O'Donnell

Off-premise can drive growth, but only if the economics work. Explore strategies for pricing, menu mix, packaging, third-party delivery, and reporting that can help you protect margins while building a better off-premise business.

Workforce
•Enterprise & Mid-Market
We've Got Your Back: Payroll without Panic
Sondra Monaco

From hire to final paycheck, Restaurant365 is built to catch what could go wrong before it does. Walk through I-9 compliance, labor rules, off-cycle runs, and the Payroll Hub, and learn how to run accurate, compliant payroll across jurisdictions with confidence.

Data
•Mid-Market
Custom Financial Reporting: More Flexibility, Less Manual Work
Briana Castillo

Get more from Custom Financial Reporting and your R365 financial data. Learn how to build and customize reports around the questions that matter most—plus get a first look at the new R365 Excel Bridge, which brings live R365 financial data directly into Excel to make complex models, analysis, and reporting easier to build and refresh.

Together
•All Audiences
Broadcast Your Brand: Social Media and Website Marketing
Shawn Walchef

Turn your digital presence into a powerful extension of your restaurant brand. Learn practical strategies for using your website and social media to reach more guests, tell your story, and keep your brand top of mind.

2:45 PM
Break
3:15 PM
Concept Roundtables

Connect with peers who understand your day-to-day challenges to exchange ideas, tackle common obstacles, and share best practices you can put to work in your own operation.

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.

ONE-ON-ONE SUPPORT

Bring your questions. Leave with answers

Book time at the Solutions Bar for personalized help from an R365 expert. Bring your questions, challenges, or workflows and leave with practical guidance, best practices, and clear next steps tailored to your business.

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