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

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

and more!

Agenda

Monday · November 2

8:00 AM

Registration & Breakfast

8:30 AM

all day

Solutions Bar

book your appointment slot

9:00 AM

Building the Restaurant of Tomorrow

Restaurant365 CEO Tony Smith explores how technology, AI, and innovation are reshaping the way restaurants operate. See how R365 is helping operators solve today’s challenges while building toward a smarter, more profitable future.

9:45 AM

State of the Restaurant Industry

Get a data-driven look at today’s restaurant landscape, from the trends putting pressure on profitability to the opportunities shaping what comes next.

10:15 AM

The Rush

Four restaurant leaders take the stage for a fast-paced conversation on the challenges, opportunities, and big ideas shaping their businesses and the industry.

11:00 AM

Break

11:15 AM

Workshop Session 1

Choose one track to attend

Accounting

•SMB

Beyond the P&L: Accounting for Non-Accountants

Take the intimidation out of restaurant accounting and learn how to read the story behind your numbers. Build a practical understanding of your P&L, balance sheet, cash flow, and other financials. No accounting degree required.

Operations

•Mid-Market

Garbage In, Garbage Out: Getting R365 Item Management Right From the Start

Jason Hollis

Build the foundation for accurate food cost reporting by getting your items, recipes, and database set up right from the start. Learn how clean data sets you up for better costing, inventory, and Actual vs. Theoretical reporting.

Workforce

•All Audiences

AI Solutions for Restaurants - Presented by US Foods

Cut through the AI hype with US Foods and explore practical ways restaurant teams can put AI to work today. Learn how AI can help save time, simplify everyday tasks, and empower your people to work smarter.

Data

•Mid-Market & SMB

From Gut Feel to Good Data: Getting Started With Reporting

Briana Castillo

Build a strong foundation for better reporting in R365. Learn which reports matter most, how clean data and proper setup drive better insights, and where to start turning your restaurant data into smarter decisions.

Together

•All Audiences

Three Journeys of Transformation

Nick Hluza

Hear three restaurant leaders share their unique journeys of transformation, including the challenges they faced, the changes they made, and the lessons they learned along the way.

12:00 PM

Networking Lunch

1:00 PM

Workshop Session 2

Choose one track to attend

Workforce

•Enterprise

Stop Guessing What You Spent on Labor Last Week: Proactive Labor Management with DSS Insights

Eddy Salas

Get ahead of labor costs instead of reacting after the fact. Learn how R365 insights can help you better understand labor performance, spot opportunities, and make more informed decisions throughout the week.

Data

•Enterprise & Mid-Market

Purchasing and Receiving With Data: Purchasing Reports That Will Transform Your Restaurant

Eddy Salas

Use data to take the guesswork out of purchasing and receiving. Explore forecasting, suggested ordering, purchasing reports, and R365 tools that can help you order smarter, streamline receiving, and better manage food costs.

Accounting

•All Audiences

Mastering DSS Mapping: Tips for a Smoother Setup

Get the fundamentals of DSS mapping right, including sales and payment accounts, job titles, validation, and troubleshooting. Learn how to use R365 tools to spot missing or out-of-balance DSSs and create a smoother, more accurate process.

Operations

•Enterprise & Mid-Market

Stars, Dogs, and Where Your Margin Went: Improve Profitability Through R365 Menu Engineering

Aaron Alexander

Learn how to identify your menu’s stars, dogs, and hidden margin opportunities. Use menu engineering and R365 insights to make smarter decisions about pricing, costs, and which items deserve a spot on your menu.

Together

•All Audiences

Operator Roundtable: Surviving and Thriving in Today’s Market

David Mortenson

Hear directly from restaurant operators navigating today’s toughest challenges. This candid conversation will explore what’s keeping leaders up at night, what’s working, and where they see the biggest opportunities ahead.

2:00 PM

Workshop Session 3

Choose one track to attend

Accounting

•All Audiences

Finances Made Easy: Key Accounting Reports

Discover the R365 reports every accounting team should have in its toolkit and how to get more from them. Learn how to customize views, drill into your financials, and surface the information you need faster.

Operations

•Enterprise

Purchasing: Stop the Pendulum of Over and Under Ordering in R365

Take the guesswork out of purchasing with smarter forecasting and ordering. Learn how to use suggested ordering, fill-to-pars, shopping lists, and purchasing tools in R365 to order more accurately and keep food costs in check.

Workforce

•Mid-Market

Your Old Hiring Playbook Won’t Work Anymore: What Restaurant Operators Need to Do Next

Theresa Cassese

As the hiring landscape changes, restaurant operators need new ways to find and connect with great candidates. CareerPlug joins Restaurant365 to discuss how to build a more resilient, human-first recruiting strategy—from strengthening local candidate pipelines to expanding where and how you reach talent.

Data

•SMB

The Hits: The Top Accounting Canned Reports That Will Change Your Business

Patrick O'Donnell

Discover the must-have R365 accounting reports that can make the biggest difference in your business. Learn what to look for, when to use them, and how to turn everyday financial reporting into better decisions.

Together

•Mid-Market & SMB

How Bushfire Kitchen Quadrupled Its Locations

Rich Sweeney

Go behind the scenes of Bushfire Kitchen’s growth story and hear firsthand what it takes to scale a restaurant brand without losing control. From building the right operational foundation to gaining better visibility into costs and performance, discover the lessons that helped Bushfire grow with confidence.

2:45 PM

Break

3:15 PM

Smarter Team Management: What’s New from R365

See what’s new across R365 and how our latest innovations are designed to make it easier for restaurant teams to see what matters, move faster, and run a more efficient business.

4:00 PM

Keynote Speaker: Christina Tosi

6:00 PM

Conference Dinner and After Party

Tuesday · November 3

8:00 AM

all day

Solutions Bar

book your appointment slot

8:00 AM

Registration & Breakfast

9:00 AM

Day 2 Kick Off and Customer Excellence Awards

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 R365 AI: 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

Smart Solutions for Happy Staff: Next-Gen Employee Training

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

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