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Solve your critical issues now facing you as a technology buyer! Learn from top finance executives who have dealt with scalability, integration, and cost challenges and still delivered positive ROI. Receive unbiased advice and transparent answers to your pressing questions regarding product selection, integration, and expert insight into your organization’s technology investment plans and spending levels!
Make your tech buying process easier! Get ready for more transparency with hands-on product demos. 80-plus Demo Discovery sessions with top vendors right on-site. Evaluate their solutions in an interactive setting. Review and compare technology options in AP/AR, ERP, FP&A, financial reporting, spend management, financial planning, corporate performance management, and much more!
Find great solutions that solve the stickiest problems plaguing finance and accounting departments at the Pitch Stage! Gain insights from entrepreneurs and technologists developing new innovative solutions for challenges circulating in the finance and accounting world. View new products that will disrupt finance departments, increase productivity, and help your forward-looking organization gain an advantage over your competition!
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Join this session to discover how Workday empowers accounting teams to hyper automate and transform business processes, resulting in faster and more accurate outcomes. Learn how Workday’s unique data management approach enhances decision-making and provides a foundation for advanced AI learning. And see how an agile platform enables teams to adapt to evolving requirements, mitigate risks and maintain proper controls.
Senior Product Marketing Manager, Workday
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Ninety-five percent of organizations plan to expand their use of AI, yet many CFOs admit they don’t fully understand it, according to Fortune. Learn how AI increases productivity by automating routine tasks and how it also improves forecasting, reduces risk and leads to better financial decisions. For organizations just starting, this session will cover the most accessible areas of the business to begin automating and how AI can help an organization save time by easily pulling data from multiple sources.
In addition, this session will demonstrate how BI transforms business with easy-to-use dashboards and improved reporting. Learn how to view all core business metrics in one dashboard to monitor KPIs better and keep teams on track.
Senior Partner Solution Architect, Microsoft
Account Executive, Velosio
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Managing multiple vendor invoices can be a daunting task, especially when each comes in a unique format. Traditional manual entry is time-consuming and prone to errors. With NetSuite’s advanced AI and ML-based document object detection and OCR technology, this process is revolutionized. Our solution automatically extracts crucial details like vendor name, PO number, items ordered, quantities, and pricing, directly populating bill records. Join us to discover how custom templates and machine learning can automate invoice processing, payments, enhancing accuracy and efficiency.
Consulting Senior Director - Solution Architect Group, Oracle NetSuite
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Join Pigment for an exclusive session on finance transformation and exploring key priorities for high-performing organizations. Jan Hill, GTM Strategy and Solutions Lead at Pigment will dive into realizing the full value of digital transformation, addressing hurdles to increase business agility, and fostering a “no surprises” environment. Gain valuable insights into overcoming legacy system constraints and discover a better way to business planning to elevate your finance function.
Global Lead of Business Transformation, Pigment
Solutions Consultant, Pigment
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Recurring revenue models have emerged as a clear winner for business growth and stability. Further, consumption and usage-based bill models provide a great method to optimally monetize the client relationship. However, as companies mature in their use of these models, the challenge comes when a 10% change in pricing causes an 80% increase in complexity in billing, revenue recognition, or more likely, both.
This model’s popularity has grown just as the number of available accountants has decreased and auditor scrutiny has increased. This session will review several common pitfalls of these models and illustrate how they can be avoided or prepared for.
SVP and General Manager, SOFTRAX
Director of Professional Services and Support, SOFTRAX
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E-commerce, new selling platforms, robust shipping mechanisms, and many other modern business “conveniences” help companies grow their business in new and exciting ways. However, part of any business growth, pivot, or change must be accompanied by setting up processes to stay sales tax compliant. Today, that is almost impossible without an indirect tax automation system in place.
With so many options available, it is also harder than ever to figure out which system is right for your company, and the stakes are high. Selecting the right system can make everyone’s life easier and result in major cost and time savings; if you select the wrong system, you may have a frustrating mess on your hands. This presentation will map out all the considerations in selecting a tax automation system or tools for your company. You’ll also learn about the automation options available to help you manage the growing multi-state sales tax obligations.
Senior Tax Manager, YETTER Tax and Sales Tax Institute
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Securing Buy-In and Setting Expectations & Rallying, Developing, and Empowering Your Team & Employees:
Founder and Chairman, The CFO Alliance
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Networking is not well understood. Yet, it is the most important thing an executive can do to ensure a successful career. Most financial people believe they are terrible networkers. They also believe that they don’t do enough of it. The chair of The Financial Executives Networking Group will explain how and why networking works. He will also provide simple methodologies and tools that will turn you into a networking powerhouse.
Chairman, The Financial Executives Networking Group
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P2P processes are traditionally filled with repetitive tasks requiring domain expertise and decision-making. Recent AI advancements allow for the automation of such intelligence-heavy tasks. This session will explore how AI can transform Procure-to-Pay (P2P) processes, automating repetitive, intelligence-heavy tasks. We will discuss how AI enables 80% straight-through invoice processing and delve into conversational AI, automatic GL coding and processing, and accrual automation. These innovations promise an increase in efficiency, reduced errors, and significant cost savings for CFOs and their teams. Don’t miss the opportunity to revolutionize your P2P operations and empower smarter financial decision-making.
Co-Founder & VP of AI, Hyperbots
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Join SC&H Group, one of the nation’s leading advisory and implementation partners of EPM (Enterprise Performance Management) solutions, as we discuss ways to use technology to drive breakthrough improvements in FP&A processes. We will outline some best practices and in the development of planning, forecasting and management reporting solutions for mid-market companies. We will demonstrate some examples of sophisticated driver-based planning as well as the use of cutting-edge machine learning technology that can accelerate and improve your planning process. If your goals include improving forward-looking insights to help your company grow, then this session will be for you.
Principal, SC&H technology practice
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Information security executives and decision makers are not in communication with, nor do they have sufficient context for what level of cyber security maturity their companies’ insurers want to see. Furthermore, CFO’s and their teams often speak in different dialects around their information security and risk management posture compared to what cyber insurance underwriters are speaking (which is usually higher level, varies greatly by insurer, and are often limited in context or breadth). Most of the time, the result is that a company’s strengths and positive details are missed by both stakeholders in the room causing higher insurance premiums and inferior coverage.
We will seek to bring impactful information and action items around what technical controls underwriters are looking for in 2024, how certain gaps and blind spots within a company’s cyber security posture can negatively impact insurance coverage, help CFO’s in the room articulate and describe their cyber security journey effectively to underwriters, and finally we will bring a short primer on privacy related losses in the marketplace which will continue to be the second largest loss driver to insurers after ransomware claims.
CIPP/US, Vice President, Cyber, Woodruff Sawyer
Chief Security Officer, Focus Technology
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Lou Adler, author of Amazon best-seller, Hire with Your Head, and creator of LinkedIn’s “Moneyball for HR!” programs, highlights the growing need for HR to leverage data, financial analysis, and AI to drive change and optimize workforce performance. Adler will present case studies demonstrating how finance and HR can collaborate to enhance company competitiveness and profitability. Key topics include determining the impact of employee engagement on profitability, using workforce planning to improve quality of hire and reduce costs, adopting ROI analysis for evaluating HR tech initiatives, and using dashboards for process control, forward planning, and cost reduction. Money is the universal language of business. In this session finance executives will learn how they can help HR fully understand it.
CEO, Adler Concepts
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In this session, we’ll show you how travel can serve as a strategic lever for driving growth and discuss insights into future-proofing your finance tech stack by leveraging automation to streamline workflows and eliminate friction. Moreover, we’ll tackle the challenge of increasing compliance while simultaneously enhancing employee satisfaction, revealing actionable tactics to ensure regulatory adherence while nurturing a culture of empowerment and well-being.
Vice President, Expense Strategy & Operations, Navan
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As technology, especially AI, becomes integral to finance departments and financial processes, companies face increased risks of security breaches. This session will explore AI’s transformative role in business payments and P2P processes, focusing on innovations that enhance functions like supply chain management and fraud prevention. Attendees will gain insights into how AI can streamline operations, reduce financial errors and combat B2B payment cyberattacks. Join us to understand how AP professionals and treasurers can leverage AI while staying vigilant against potential security threats.
Co-Founder & CEO, Trustmi
Trustmi Advisor
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A common misconception in finance is that accounting work is tactical in nature and focused on past performance. Ramp’s Senior Controller Edwine Alphonse and Riveron’s Managing Director Sarah have built multiple high-performing accounting functions that debunk this stereotype. In this session, they will share how accounting leaders can educate, hire, and leverage technology to help their teams drive more impact.
Senior Controller, Ramp
Managing Director, Riveron
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Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it?
Attend this non-technical, but technology-focused session to learn how to create an innovation strategy and developing a plan for modernizing the way you serve your internal stakeholders with the latest accounting technologies.
Learn to revamp your finance department’s operations to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning & analysis, risk management, and decision support.
While automation technologies come with some cost, they greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your stakeholders, you can help them improve their overall performance and better position yourself to be a trusted advisor—can you afford not to attend this session?
CPA.CITP, CGMA, Managing Director, IntrapriseTechKnowlogies
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With the recent boom of AI applications built for financial leaders, CFOs and finance leaders need to proactively manage their approaches to assess potential benefits and costs to their business. Not only should they consider the costs of implementing AI, but also the costs of NOT leveraging AI. As recent technologies become more easily accessible and mainstream, financial leaders must analyze the downstream effects of how employees utilizing everyday AI software (like ChatGPT) could potentially impact the financial health for the entire company. How CFOs and senior leaders navigate these opportunities in AI and machine learning are key to a successful financial department in 2024 and beyond. Join your peers to learn how you can qualify and quantify potential AI processes and investments.
SVP Engineering, Avalara
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Every business can reduce its SaaS and Cloud spend. And quickly. It’s just a matter of experience, data and knowing where to look.
Whether through redundant licenses, better negotiation, or understanding pricing in the context of market forces, there are numerous ways to optimize SaaS and cloud spend—even without a dedicated procurement function.
Based on Vertice’s latest SaaS and Cloud Insights Report, incorporating data from 16,000+ software vendors’ real-world pricing, Vertice will reveal the software and cloud spending trends that finance leaders can take advantage of today, joined on-stage by a CFO to provide insights and input from the field.
Vice President, North America, Vertice
Vice President, Finance & Strategy, Twin
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Join industry leaders and AI experts as we uncover how finance leaders can leverage AI as a strategic colleague rather than replacing humans to drive growth and efficiency. Discover practical insights and actionable strategies to position your team at the forefront of the AI revolution. This session will cover:
Director of Product Marketing, VIC.ai
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Accounting teams are not always working with reliable or up-to-date data, and their systems do not always contemplate accounting and finance needs and controls — especially when dealing with multiple entities and teams across global companies. This results in unreliable data and challenges in growth, particularly for companies that might be preparing for IPO or other certifications. Join leaders in Finance as they identify the new “table stakes” in tools and processes to ensure companies can calculate their “true cost” of operations. This session will include tactics and real examples of solutions that finance leaders at global companies are putting into place to ensure they’re working with accurate data as they grow and scale.
CFO, Mesh Payments
Partner, CrossCountry Consulting
CFO & Founder, MM Aossey
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The system that allows you to collect money is likely costing more than it should. Merchant Advocate’s one-of-a-kind technology solution finds the proverbial needle in the haystack—identifying underlying savings opportunities and pinpointing problem locations and accounts where you are overpaying. In addition to demoing our unique technology, in this educational webinar, we will outline what you need to know about the unregulated merchant credit card processing industry, including the complex ecosystem, lifecycle of a transaction, components of processing, and best practices surrounding PCI compliance as well as reporting and reconciliation. Case studies and client examples across many industries and business types will be shared.
CEO, Merchant Advocate
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Finance and marketing often operate in silos, but what if they didn’t have to? Join us for a dynamic session where we’ll explore strategies to strengthen collaboration between these critical teams. We’ll cover common pitfalls like card-sharing and inefficient expense management, while also diving into how automated AP processes and forecasting tools can streamline operations, improve alignment, and boost return on marketing investment. Whether you’re looking to foster better communication or make more data-driven decisions, this session will provide actionable insights to help bridge the gap between finance and marketing.
Director of Demand Generation, BILL
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Everyone’s talking AI in finance these days – but what’s actually changing for controllers? This session cuts through the noise to show how AI is transforming controllership from the ground up. We’ll explore how AI tackles the nitty-gritty: from providing complex flux analyses to turning unstructured data into journal entries. Plus, we’ll show how AI co-pilots can perform tasks using natural language commands, turning financial data chaos into streamlined clarity.
Learn how forward-thinking controllers are using AI to automate the mundane, uncover insights in financial data, and finally focus on strategy over spreadsheets.
CEO and Co-Founder, Nominal
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The business of sports will evolve in the next 10 years with innovations in data, technology, AI and fan behavior. The future fan will require a more personalization, will lean heavier into technology, and will require a better fan journey to keep up with the attention economy. Learn from leaders in sports finance who are evolving their business models to drive value and a more entertaining experience for the future fan. This panel will explore the challenges and opportunities that CFO’s from the National Women’s Soccer League, the Savanah Bananas baseball team, and USA Hockey face as they drive innovation forward while navigating the financial implications and capital requirements to grow their respective fan base.
4x Olympic Champion & Gold Medalist, Award-Winning Global Sports Strategist, Innovative Business Architect
CFO, USA Hockey
CFO, National Women’s Soccer League
CFO, Savannah Bananas
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How do organizations fund cutting-edge AI use cases that may have little discernible ROI using traditional measures? The former head of finance for GenAI at Honeywell, Christine Gagnon, will explore the transformative impact of artificial intelligence on financial strategy, focusing on the funding, budgeting and investment for AI use cases. She will be joined by panelists Anthony Rose, CFO of Kapitus, and Jordan Licht, CFO of Burford Capital, to explore real-world examples of how to secure funding for AI initiatives and make strategic investment decisions that leverage AI’s capabilities. The discussion will also cover best practices for financial planning in the AI era and emerging trends CFOs need to be aware of to drive innovation and maintain a competitive edge.
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Finance and marketing often operate in silos, but what if they didn’t have to? Join us for a dynamic session where we’ll explore strategies to strengthen collaboration between these critical teams. We’ll cover common pitfalls like card-sharing and inefficient expense management, while also diving into how automated AP processes and forecasting tools can streamline operations, improve alignment, and boost return on marketing investment. Whether you’re looking to foster better communication or make more data-driven decisions, this session will provide actionable insights to help bridge the gap between finance and marketing.
Director of Demand Generation, BILL
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There are a few who move toward the sounds of chaos, ready to respond at a moment’s notice. Marines are trained to decisively approach complex and uncertain challenges with courage and resolve. The very heart of any enterprise resource planning software is one of managing complexity under uncertain conditions. Organizations are looking for ways to create efficiency by integrating the various components of finance, human resources, supply chains, and services when implementing NetSuite. However, when it comes to the finances of a growing business, many small teams cannot maximize their investment, whether due to a lack of resources or know-how. They are losing the fight against the status quo.
Who better to talk about how to navigate the complex NetSuite terrain of the ins and outs of financial processes than a Captain of the United States Marine Corps?
With five years of experience successfully managing hundreds of Marines, millions of dollars in equipment, and major organizational projects both in Afghanistan and stateside, Lee Jacobs, the Head of Product for SquareWorks Consulting, is here to share insights on getting the most out of your financial systems and accounts payable processes within NetSuite.
Head of Product Management, SquareWorks Consulting
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For your organization’s future success, CFOs need to learn how to harness the power of AI and automation to navigate economic uncertainties and drive business continuity. Join our presentation to hear insights from Tipalti x CFO Dive’s latest report on corporate financial trends, which reveals decreased growth expectations and a heightened focus on resilience. Attendees will learn how Tipalti’s innovative automation solutions can help maintain operational efficiency, compliance, and scalable growth in this challenging environment.
Director, Partner & Industry Marketing, Tipalti
Senior Director, Industry Strategy, Armanino
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This roundtable, featuring Manhattan Beer Distributors’ CFO, Mark Johnson, Manhattan Beer Distributors’ Finance Manager, Tamar Rekhviashvili, the Project Implementation Lead, Tatum Human at Bios and Board Customer Success Manager, Dan Ouimette, explores the transformative journey of Manhattan Beer Distributors as they sought to enhance financial reporting, analytical insight, and organizational planning capabilities. Faced with the need for a solution that offered robust reporting, advanced planning functionalities, and a powerful analytics tool, the organization aimed to empower the entire enterprise, not just their finance team, with transparency and accountability.
Join our session to see how the implementation of a cutting-edge tool, the Board enterprise planning platform, enabled the organization to achieve enterprise-wide financial visibility, resulting in savings from tighter cost management. By aligning planning and reporting capabilities with initial data capture points, the company was able to drive smarter decision-making across teams. The case study also delves into the strategic implementation process, emphasizing the importance of a unified data source and flexible analytical views, which together created a dynamic management process adaptable to various user needs.
Explore how this use case demonstrates the significant impact of democratizing financial insights across the organization, allowing users beyond the finance department to engage intelligently in cost management and strategic planning. Leave with insight into a powerful example of how the right tool can transform simple reporting structures into comprehensive organizational planning solutions, driving true value extraction at every level.
CFO, Manhattan Beer Distributors
Finance Manager, Manhattan Beer Distributors
Project Implementation Lead, Bios Management
Customer Success Manager, Board
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Unlocking efficiency in accounts receivable doesn’t just mean spending less time on manual tasks like collections, invoicing and reconciliation. It also means resolving disputes faster, making strategic improvements, and providing a better experience for your customers—all of which are critical to driving more revenue. Join this session to learn how AR automation and AI can streamline invoice-to-cash for maximum efficiency, improve customer satisfaction, and free your team to work on more valuable tasks.
VP of Sales Engineering, Versapay
Head of Strategic Accounts, Versapay
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Common challenges such as ensuring compliance to keeping the collaboration going among your accounting team can really disrupt a business. If you want to meet these needs and save yourself a lot of time poking around for errors and making manual adjustments, you’ll want to make sure you attend this session. We’ll show you how consistent, automated, and continuous accounting can alleviate many of the issues that bog down your accounting processes and free your team to allocate more time for the important, not the tedious, stuff.
Director Product Marketing/Management, Oracle NetSuite
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Common challenges such as ensuring compliance to keeping the collaboration going among your accounting team can really disrupt a business. If you want to meet these needs and save yourself a lot of time poking around for errors and making manual adjustments, you’ll want to make sure you attend this session. We’ll show you how consistent, automated, and continuous accounting can alleviate many of the issues that bog down your accounting processes and free your team to allocate more time for the important, not the tedious, stuff.
Co-Founder & CEO, Hyperbots
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Today’s finance teams are under increasing pressure to deliver deeper insights and faster, and more accurate plans. Join us to hear how FP&A teams are leveraging AI to plan with speed, accuracy and flexibility to move your business forward.
Product Marketing Director, Workday
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Finance teams have long been underserved by technological solutions. The exciting news is that recent breakthroughs in AI, collaborative software, and deep integrations are giving rise to a whole new era for Procurement and AP Automation called spend orchestration.
We’ll hear from Christina Walton (Howlett-Perez), AVP and Head of Procurement at Definitive Healthcare, who used this modern approach to automate what were previously stitched-together point solutions and manual processes. Joining her will be Airbase Founder and CEO, Thejo Kote, who will discuss the intricacies of building a product that enables finance teams to orchestrate spend. The result is cost savings, reduced risk, vastly improved visibility, and more productive teams.
AVP and Head of Procurement, Definitive Healthcare
CEO, Airbase
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In this session, we’ll show you how travel can serve as a strategic lever for driving growth and discuss insights into future-proofing your finance tech stack by leveraging automation to streamline workflows and eliminate friction. Moreover, we’ll tackle the challenge of increasing compliance while simultaneously enhancing employee satisfaction, revealing actionable tactics to ensure regulatory adherence while nurturing a culture of empowerment and well-being.
Vice President, Expense Strategy & Operations, Navan
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Is AI the magic pill for finance or just smoke and mirrors? Will it really wipe out 300 million jobs, or could it actually create twice as many? And can AI truly empower finance leaders to lead a new era of value creation? HighRadius cuts through the AI marketing buzz, offering insights into how AI can indeed create more jobs if we adapt to new roles.
VP Finance Transformation, HighRadius
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Accounting teams are not always working with reliable or up-to-date data, and their systems do not always contemplate accounting and finance needs and controls — especially when dealing with multiple entities and teams across global companies. This results in unreliable data and challenges in growth, particularly for companies that might be preparing for IPO or other certifications. Join leaders in Finance as they identify the new “table stakes” in tools and processes to ensure companies can calculate their “true cost” of operations. This session will include tactics and real examples of solutions that finance leaders at global companies are putting into place to ensure they’re working with accurate data as they grow and scale.
CFO, Mesh Payments
Partner, CrossCountry Consulting
CFO, Braze
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The next generation of finance leaders are here—CFO’s, finance directors, FP&A analysts, controllers or accountants—everyone is eager to grow beyond the day-to-day processes to build strategic roles that focus on growth and innovation.
But constantly changing business environments require new processes and ‘the way it’s always been done’ in the office of the CFO can stifle growth. Modern finance teams have the skill sets to adapt and integrate technology, it’s a matter of filtering through the myriad of solutions to find the right fit.
Explore with us how finance technology can be an extension of your team and enable new skillsets, plus get some valuable tips on what to consider when evaluating financial performance software solutions.
Your team has talent, but they need the right technology, too.
Senior Product Marketing Manager, Prophix
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The role of the modern Office of the CFO continues to expand beyond traditional verticals of accounting, finance and tax. Successful leaders now need to be cross-functional, operationally focused and data-driven to drive meaningful results. In this presentation, Justin Smith, CFO of FinQuery, will provide insight into his Financial Operations (“FinOps”) team and the tools and resources he uses to manage and partner with accounting, finance, data analytics, legal, and select ops teams.
Chief Financial Officer, FinQuery
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There’s untapped cash hidden in your AP process. Hear how other finance teams are streamlining their accounts payable operations and modernizing payments to uncover cash in AP—all without additional complexity or risk.
Director of Accounting, OneSource Virtual
Director of Solution Consulting, OneSource Virtual
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The ACH Network is the backbone of the US economy, processing 31.5 billion transactions with a value of $80.1 trillion dollars in 2023 for direct deposit of payroll, as well as numerous other consumer, B2B and government payments. In this session, Nacha, the non-profit governing body for the ACH Network, will review resources and best practices for de-risking payments and improving overall payment processing.
Associate Managing Director, ACH Network Development, NACHA
Senior Director, ACH Network Rules, NACHA
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In this session, we’ll explore a pivotal shift in the corporate finance landscape: the emerging synergy between traditional card giants and innovative fintech companies. As the lines between old and new continue to blur, we’re witnessing a transformation that promises to redefine how businesses approach corporate spending and expense management.
The U.S. credit card market, with its 827 million cards in circulation, is at a crossroads. Industry titans like American Express, Visa, and Mastercard are making moves that indicate that they’re no longer content to stick to what they’ve done for years. Instead, they’re actively developing products and forging partnerships with fintech companies, recognizing that collaboration is the key to future success.
Country Director, Payhawk
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There’s good news for accounting teams who spend countless hours reconciling global spend manually. A modern approach built around deep software and payments integration delivers an automated reconciliation experience at scale. And it’s easier than you think to get started. Join us to learn about the embedded finance strategy transforming travel and procurement workflows, reducing FX markups, and helping teams achieve 100% reconciliation on global payments.
Executive Vice President of Global Financial Products, Brex
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Tackle the complexities of finance transformation. Dr. Liran Edelist delves into why transformation projects often fail and provides actionable strategies to accelerate finance modernization successfully. Key topics include developing a comprehensive modernization roadmap, setting and aligning priorities, leveraging the power of storytelling, and integrating AI into finance processes. This session aims to equip finance executives with the tools and insights needed to navigate and thrive in an ever-evolving financial landscape so they can turn transformation challenges into growth opportunities.
Co-Founder, The FP&A Hub
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Gain insights into marketplace tools tailored for automation and AI applications in FP&A. Internationally acclaimed global expert Paul Barnhurst will provide an overview and comparison of the tools and platforms available for finance professionals in the domain of FP&A. Lear about the features, functionalities, and benefits of different automation and AI solutions, such as data integration, forecasting, scenario planning, and reporting. Discover how to assess and select the best tools for your organization’s specific needs and challenges and integrate them into your existing systems and processes.
The FP&A Guy
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Implementing GenAI such as ChatGPT, inside Excel offers many benefits, including enhanced productivity and the ability to generate complex formulas with ease. However, it also introduces several risks that organizations must carefully consider and mitigate to protect sensitive data and maintain operational integrity. This session will review AI use cases to increase productivity for the finance team, but also review what security and other precautions need to be considered. Learn at least six different use cases for AI tools at the user level in financial operations and the security, data privacy, data integrity, and ethical risks that need to be considered when employees implement AI tools.
AP Trainer and Consultant, IFOL
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Startups will compete on the FATE Pitch Stage in the following categories: Accounting, Financial Planning and compliance, Cash Flow (AP/AR) and payment, Data Management and security, and People and productivity Tools.
After the pitches have been completed and scores have been tallied, we will host the FATE Pitch Award Ceremony to announce the winners.
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The author of Deep Finance: Corporate Information in the Information Age updates attendees on the latest ways finance departments are harnessing the power of AI to enhance and augment the capabilities of the CFO and the finance team. Through collaborative exercises, Hopper will demonstrate how GenAI’s predictive capabilities can enhance forecasting and risk management.
Hopper will also address how to:
Award Winning Business and Motivational Speaker, founder and CEO of FUBU Clothing, Shark Tank Reality TV Judge, and Bestselling Author
An entrepreneur in every sense of the word, Daymond John has come a long way from taking out a $100,000 mortgage on his mother’s house and moving his operation into the basement. John is CEO and Founder of FUBU, a much-celebrated global lifestyle brand, and a pioneer in the fashion industry with over $6 billion in product sales. He is an award-winning entrepreneur, and he has received over 35 awards including the Brandweek Marketer of the Year, Advertising Age Marketing 1000 Award for Outstanding Ad Campaign, Ernst & Young’s New York Entrepreneur of the Year Award and, most recently, was named #4 on LinkedIn’s Top 20 Voices, a list of the top influencers in the U.S. worth following to get inspired and stay informed.
Senior Product Marketing Manager, Workday
Daniel Fortenko is a Senior Product Marketing Manager at Workday, specializing in finance and accounting transformation. He has over 7 years of experience in B2B and B2C marketing. Daniel holds an MBA from UC San Diego and a bachelor’s degree from UCLA.
Senior Partner Solution Architect, Microsoft
Muhammad Aurangzeb is a Senior Partner Solution Architect at Microsoft. He specializes in Business Applications and works with partners to develop industry solutions, drive AI adoption, deployments, and continuous innovation initiatives with cloud technologies.
Account Executive, Velosio
Reese helps organizations unlock the potential of modern technology to scale their business and enhance client outcomes. With a strong focus on simplifying processes and reducing costs, Reese leverages his deep knowledge of Microsoft solutions to guide companies through digital transformation.
Consulting Practice Manager - Solution Architecture Group, Oracle
Over 18 years of NetSuite Customer Success experience Specialty in Distribution, Retail, Services and Manufacturing industries Provide Industry leading practices & Customer specific solutions with NetSuite Business and Systems Architecture Leader in delivery of cloud-based solutions, process improvement, consulting cross-functional teams.
Global Lead of Business Transformation, Pigment
Jan Hill is the Global Lead for Pigment’s Business Transformation Advisory practice, providing consultative expertise to strategic organizations seeking to increase the maturity of their planning processes. With almost 2 decades of experience across the finance function, Jan guides FP&A leaders in the development of transformational planning visions and roadmaps grounded in business impact. Prior to leading Pigment’s global Business Transformation Advisory team, Jan served as an FP&A practitioner, Finance & Enterprise Performance consultant, and Business Value principal. She holds a BA in Mathematical Economic Analysis from Rice University in Houston, Texas.
Solutions Consultant, Pigment
Colin Sygrove is a seasoned financial analysis leader known for his expertise in driving business success within high-growth environments. With a keen eye for detail and a knack for problem-solving, he excels at uncovering trends and distilling complex data into clear, actionable insights for diverse stakeholders. In his current role as Solutions Consultant at Pigment, Colin advises enterprises on practical benefits and innovative features of the Pigment platform, and empowers organizations to make informed decisions and drive business growth through strategic planning.
SVP and General Manager, SOFTRAX
Tom Zauli has been the General Manager of SOFTRAX for more than 10 years, working to further the automation of complex revenue accounting. Prior to his tenure at SOFTRAX, he spent 20 years with start-up software companies. Mr. Zauli started his career as an Electrical Engineer for GE Aerospace and holds Bachelor and Master degrees in Electrical Engineering.
Director of Professional Services and Support, SOFTRAX
Scott Burdick is the Director of Professional Services and Support at SOFTRAX, working with customers to provide service and support for over 15 years. Mr. Burdick has a long track record of helping solve the most complicated challenges in revenue recognition and complex billing automation. He has previously worked in finance, accounting, and auditing at companies such as Time Warner Cable and IBM.
Senior Tax Manager, YETTER Tax and Sales Tax Institute
Trisha Davidson, CMI is a Senior Tax Manager at YETTER Tax and Sales Tax Institute. She passionately shares her knowledge and skills to help others effectively manage their sales and use tax while minimizing liabilities and maximizing savings. Her over 30 years of experience in both corporate and consulting operations broadly encompass federal, state, and local tax compliance, consulting, and auditing throughout the U.S., with a specialty in sales tax.
She works closely with companies to educate them on sales tax, bring them into compliance with nexus and registration requirements, limit liability through Voluntary Disclosure Agreements and audit defense, implement sales tax technology, and solve their sales tax issues.
Founder and Chairman, The CFO Alliance
Nick is the Founder & CEO of AchieveNEXT, a vibrant learning and development ecosystem that helps individuals, teams, and enterprises achieve their full potential by developing programs that help individuals and teams identify and advance critical relationships through processes, tools, and technology
Nick is also the Founder, CEO and Chairman of the Board of The CFO Alliance, the leading peer network for finance leaders from emerging and mid-market enterprises that fosters peer benchmarking, best practice sharing, collaboration, exchange, and innovation — all meant to equip finance leaders with the insights, methods, and tools needed to lead positive change and growth In a dynamic and collaborative learning and information sharing environment,
Chairman, The Financial Executives Networking Group
Since 1996 Matt has served as Chairman of The Financial Executives Networking Group (www.TheFENG.org), an organization dedicated to providing senior level financial executives with a forum to share job opportunities and experiences.
Among the first to recognize the power of the Internet as a communication tool, Matt has grown The FENG from a Westport, Connecticut based organization with only 64 members in 1996 to a current membership of over 30,000.
The FENG is the world’s largest networking group of CFO’s, Controllers, and Treasurers.
Co-Founder & VP of AI, Hyperbots
Niyati is the co-founder & VP of AI at Hyperbots Inc. She has more than 11 years of experience at Adobe with over 40 patents and 50 publications with a PhD in Machine Learning from the University of Maryland in the field of NLP and Computer Vision. Niyati co-founded Hyperbots with Rajeev because she wanted to see her ideas having an immediate and real impact on products beyond research.
Principal, SC&H technology practice
As a Principal within the SC&H Technology practice, Robert specializes in helping middle-market companies achieve performance improvements in their financial and operational processes. With over two decades of expertise in management consulting, financial technology (FinTech), and corporate leadership, Robert has spearheaded more than a dozen EPM system implementations and process reengineering transformations. He has established financial system Centers of Excellence for top-tier companies, initiated and steered enterprise-wide Six Sigma programs, and directed a range of other successful financial systems and process enhancement initiatives.
CIPP/US, Vice President, Cyber, Woodruff Sawyer
David Anderson is a dedicated and fierce advocate for his clients focusing on complex cyber, privacy, technology, and professional liability issues. With extensive experience in risk assessment, pre-breach network security risk discovery and risk management, as well as hands-on post-incident client support and claims advocacy, David is committed to helping his clients navigate a complex and ever-changing cyber and professional liability insurance marketplace to ensure they achieve market-leading coverage terms and conditions at the best possible premium.
Chief Security Officer, Focus Technology
A Focus veteran since 2004, Bill is known as a customer champion, Bill is also recognized as an industry thought leader, with active roles on several technical advisory boards that include Dell, Barracuda Network, N-able and others. His extensive certifications include AWS Business Professional, AWS TCO and Cloud Economics, Cisco Business Value Analyst, Dell EMC Technology Architect for PowerScale, PowerStore, Backup and Recovery Solutions, and Storage and Information Infrastructure. Bill is highly skilled in cyber security, playing a crucial role in safeguarding digital assets and information. He has been instrumental in overseeing the SOC 2 compliance process within the organization, ensuring stringent adherence to security, availability, processing integrity, confidentiality, and privacy standards.
CEO, Adler Concepts
Lou Adler is the CEO and founder of Performance-based Hiring Learning Systems – a consulting and training firm helping recruiters and hiring managers around the world source, interview and hire the strongest and most diverse talent. Lou is the author of the Amazon top-10 best-seller, Hire With Your Head (John Wiley & Sons, 4th Edition, 2021), The Essential Guide for Hiring & Getting Hired (Workbench Media, 2013) and LinkedIn Learning’s Performance-based Hiring video training series (2016-2023).
Vice President, Expense Strategy & Operations, Navan
As the VP of Expense Strategy and Operations, Galen manages the financial operations and support functions for Navan Expense. Prior to Navan, Galen supported the launch of eBay’s managed payments function where he was General Manager of eBay Commerce, eBay’s US payments subsidiary, and led a global payment operations team. Prior to eBay, he was a consultant at EY, KPMG, and Protiviti. He holds a BS in Business Administration with a major in Accountancy from Miami University.
Co-Founder & CEO, Trustmi
A visionary entrepreneur with a passion for cybersecurity and fintech, Shai Gabay is co-founder and CEO of Trustmi, a leading end-to-end payment security platform founded in Israel in 2021. Prior to Trustmi he held the role of General Manager at Opera, VP Product and Services at Cynet, CIO at Cyberbit, and CISO at Discount Bank. He has a Bachelor’s Degree from Shenkar College in software engineering, and MBA from Tel Aviv University.
Trustmi Advisor
Mike Crowe is an independent board director for The New York Independent System Operator and Specright, a leader in Specification Data Management Platforms. He advises Trustmi, the world’s only end-to-end payment security platform, and several startups including Regrello, Paladin Cloud, Savvy, and xPolls. Mike retired in 2022 after a 34-year career at Colgate-Palmolive, where he served as Chief Information Officer for nine years, strengthening financial discipline and forging successful technology partnerships. Prior to Colgate, he worked in healthcare software and contributed to the US Aegis Naval Weapons System. Mike holds a Bachelor’s degree from the University of Delaware.
Senior Controller, Ramp
Edwine Alphonse is a CPA and seasoned financial executive with over 20 years of experience in fintech, digital currencies, and technology. She had many leadership roles at EY, PwC, and Circle. She joined Ramp in March 2021 as our first controller. Edwine oversees accounting operations, reporting, and financial compliance.
Managing Director, Ramp
Sarah Anyieth is a CPA with over 15 years of experience in helping CFOs increase bottom line revenue. She has held numerous accounting and financial leadership roles on programs that included large-scale ERP transformations, shared services design and implementations, financial assessment and transformations, operational readiness and organizational design, and pre- and post-close integration planning and execution. She has experience in both private and public markets and financial services industry expertise. She joined Riveron in 2022 as part of its Business Transformation Practice. Prior to this role, she has had progressive experience at Deloitte, PwC, and EY.
CPA.CITP, CGMA, Managing Director, IntrapriseTechKnowlogies
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm providing innovation acceleration and business transformation services for small businesses, middle market organizations, and nonprofits. Donny is an internationally recognized thought leader and advisor in the accounting technology, IT risk management, and performance management areas. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.
SVP Engineering, Avalara
Vsu leads the research and engineering teams responsible for managing Avalara’s proprietary tax and compliance content database. He also drives the company’s use of AI and machine learning. He previously held senior leadership positions at Optum and Thomson Reuters overseeing large-scale engineering programs.
Vice President, North America, Vertice
Jared Greenberg is passionate about empowering businesses to drive operational excellence and achieve their strategic goals. As the Vice President of North America, Jared brings a wealth of knowledge in complex enterprise software, optimizing procurement processes, and reducing operational costs for companies across various industries.
Director of Product Marketing, VIC.ai
Jessica Sadow is a mission-centric visionary who translates the big picture into go-to-market strategy, product priorities, and launches for on-the-ground cross-functional teams. Prior to joining Vic.ai, Jessica led product teams and development programs for Twilio and Facebook
CFO, Mesh Payments
Anna King is a CFO with over a dozen years of experience utilizing data and analytics to achieve greater financial control and implement strategic initiatives. At Mesh Payments she also puts that experience to use helping finance teams take control and gain key insights into their spend in real-time. Prior to Mesh, Anna was the long-time CFO for Transactis, a billing and payments processing company acquired by Mastercard.
Anna King has 15 years of experience utilizing data and analytics to achieve greater financial control and implement strategic initiatives. Prior to Mesh, Anna was the long-time CFO for Transactis.
Partner, CrossCountry Consulting
Ken is the office managing partner of CrossCountry Consulting’s New York office. CrossCountry is a boutique accounting and consulting firm serving the office of the CFO. Comprised of over 800 professionals around the US, CrossCountry supports CFOs in accounting, finance transformation, systems, and risk.
Prior to CrossCountry, Ken ran EY’s venture and private equity practice across all services lines, with a focus on IPOs and strategic transactions. His clients included Warby Parker, Squarespace, and Braze, among many others. Ken is proud to have help stand up most of the best startups in New York prior to leaving EY.
CFO & Founder, MM Aossey
Mona Aossey is a CFO who partners with CEOs and Executive Teams on financial strategy and transformation at healthcare, technology, and consumer companies. Mona’s corporate finance experience includes leadership roles at Pfizer, Novartis, GE Healthcare, Campbell Soup, and Wolters Kluwer. Mona was CFO for the US Legal & Regulatory Division of Wolters Kluwer, where she successfully returned the business to profitable revenue growth, delivered FP&A best practices and efficiencies, and managed a multi-year migration and implementation of a legacy ERP environment to SAP. Additionally, Mona was a Director of Global Financial Planning and Analyses for Pfizer’s $65 billion commercial pharmaceutical and consumer operations, Finance Director for Gerber and Pepperidge Farm +$1 billion consumer brands where she delivered profitable growth through innovation, and she held progressive leadership roles across GE in commercial finance, FP&A, and internal audit.
CEO, Merchant Advocate
A veteran of the finance industry, Eric Cohen founded Merchant Advocate in 2006. After his extensive experience in the merchant services industry, he was determined to create a fair value proposition and transparency for merchants with their credit card processors. He established Merchant Advocate to act as a trusted advisor on behalf of all size and categories of businesses. As the CEO and founder of Merchant Advocate, Eric leads the team with passion that comes from saving merchants over $300MM. He is always striving to help business owners save money. His unique vision has driven the development of an entirely new industry of Advocacy in Merchants Services.
Director of Demand Generation, BILL
Talmage Egan, Director of Demand Generation at Bill (NYSE: BILL), has worked on Marketing campaigns with notable brands such as Divvy, Avis Budget Car Rental, and Adobe Workfront.. With over three years of experience at BILL, Talmage has gained valuable insights into how accountants and controllers leverage financial automation to streamline processes and improve efficiency. Born and raised in Salt Lake City, Utah, he enjoys spending his free time in the Rocky Mountains with his family or playing the drums in a wedding band.
CEO and Co-Founder, Nominal
Guy Leibovitz is the Co-Founder and CEO of Nominal, where he leads the charge in revolutionizing ERP systems through advanced Generative AI technologies. With over a decade of leadership experience, he has previously founded Cognigo, an AI data security startup successfully acquired by NetApp. Guy’s expertise spans Generative AI, data analysis, cyber security, and financial technology. He holds a B.Sc. in Computer Science and Economics from The Hebrew University of Jerusalem and an MBA from Columbia Business School.
4x Olympic Champion & Gold Medalist, Award-Winning Global Sports Strategist, Innovative Business Architect
Angela Ruggiero is a leading figure in the global sports world, having served as an elite athlete, business leader, investor, and advisor. Ruggiero is a 4X Olympian and Gold Medalist for Team USA ice hockey, and is a Member of the Hockey Hall of Fame. She currently serves as chairperson and co-founder of Sports Innovation Lab, a data-powered market research firm focused on the intersection of sports and innovation, as well as a Hockey Operations Advisor to the New York Rangers. She has been named to Sports Business Journal’s 40 Under 40 List, Forbes’ Top 25 Most Powerful Women in Sport, and is a Member of the US Olympic & Paralympic Committee’s and the International Ice Hockey Federation’s Hall of Fame.
CFO, USA Hockey
Kelly Mahncke is an accomplished finance executive with over 20 years of leadership experience spanning healthcare, business, and non-profit sectors. As Chief Financial Officer for USA Hockey, Assistant Treasurer of The USA Hockey Foundation, and a member of the HARP Board of Directors, Mahncke plays a critical role in shaping the financial future of the nation’s governing body for ice hockey.
In her current role, she leads the development and execution of comprehensive financial strategies, overseeing key areas such as finance, treasury, administration, risk management, insurance, IT, and facilities. Her leadership has been instrumental in driving operational efficiency, financial stability, and long-term sustainability at USA Hockey.
CFO, National Women’s Soccer League
Pauline Philippi is Chief Financial Officer of the National Women’s Soccer League (NWSL), working closely with league executives to develop and execute strategies to support the league’s financial objectives and long-term goals. Pauline joined the NWSL after spending 16 years at Nike, most recently as Vice President of Global Business Planning for Nike’s $51B+ billion portfolio, driving revenue optimization initiatives and identifying opportunities to enhance profitability and operational efficiencies. Pauline also held several senior positions in finance, strategic planning, wholesale and retail planning, and marketplace analytics. Her resume also includes roles at PayPal, Ebay and Intel. Pauline received her undergraduate degree from Stanford University.
CFO, Savannah Bananas
Wait…he’s a CPA?!? Unequivocally, yes. Dr. Naddy has heard this quip many times throughout his expansive accounting career, which has encompassed: public/private/non-for-profit accounting; internet startup pioneering; private equity-backed international franchising; and, his all-time-favorite role, university professor-ing. Breaking the mold of your typical accountant, this Type A stirs what should be shaken with a pound of positivity seasoned with a pinch of panache. Espousing a personal mantra of Integrate, Educate, Elevate…and Entertain, Tim finds his stride in teaching and mentoring whether he’s in the boardroom, classroom, or dugout. He and his wife Jennifer have three Naddy Boys who are all a bunch of Bananas!
CFO, Roha Group
Christine serves as CFO of Roha Group, a New York-based private equity firm. A seasoned executive, she most recently held the positions of IT finance transformation leader and head of finance, GenAI, at Honeywell International. She has in-depth financial services experience across functions, including accounting, finance, treasury, credit, legal, risk and operations. Gagnon is a member of MIT’s Generative AI and the Work of the Future Working Group, as well as Women Defining AI (WDAI), Senior Women in Private Equity (SWIPE) Network, and Worldwide Women’s Association (WWA). She is also a speaker-coach for TEDx Columbia Business School and is the founder/licensee of TEDxCatawba.
CFO, Kapitus
Anthony Rose is Chief Financial Officer at Kapitus, a leading provider of financing for small and medium sized businesses. As both a direct lender and a marketplace with an expansive network of financing partners offering a variety of products, Kapitus has provided over $6 billion in growth capital to almost 55,000 small businesses.
Anthony joined Kapitus in February of 2018 as CFO. Prior to joining Kapitus, Anthony was Chief Administrative Officer of Dime Community Bancshares, CFO of ISI Group, CFO of the Global Equities Investment Bank at Credit Suisse, VP of Capital and Balance Sheet Strategy and FP&A at JPMorgan Chase, as well as an Equity Research Analyst at JPMorgan Chase. He holds a BA from the University of Wisconsin and an MBA from Columbia University.
CFO, Burford
Jordan Licht is Chief Financial Officer with responsibility for Burford’s global finances and financial strategy. In this capacity, he oversees Burford’s funding, capital management, financial reporting and investor relations. Additionally, he is responsible for Burford’s technology, facilities and back office operations, and he is a member of Burford’s Management Committee and an ex officio member of its Commitments Committee.
Head of Product Management, Squareworks
Lee Jacobs is a seasoned fintech leader currently serving as Head of Product for SquareWorks Automate, the premier NetSuite-native financial automation platform. Prior to joining SquareWorks, Lee held roles where he spearheaded the development of cutting-edge fintech solutions at JAGGAER, Spreedly, and Abrigo. In his previous role at JAGGAER, he led the launch of JAGGAER Pay to offer an end-to-end AP automation solution embedded within the greater source-to-pay platform. Throughout his career, he has cultivated a deep understanding of customer needs and market dynamics, which has been instrumental in launching successful products that resonate with customers.
Director, Partner & Industry Marketing, Tipalti
Evan is a data-driven marketing professional with experience in sales and business development. He works on creating alignment between marketing, sales, alliance partners, and product to help tackle key business initiatives and inform strategic decision-making. Before joining Tipalti, Evan worked at Oracle NetSuite, as Head of Services Industry Marketing.
Senior Director, Industry Strategy, Armanino
Brenda Kahler is a director at Armanino and leads our client engagement team for the nonprofit industry. She has 20+ years’ accounting experience, primarily with nonprofits at Big 4 public accounting firms and inhouse as a controller. While at Armanino, she has participated in more than 200 nonprofit technology implementations and assessments and is part of Armanino’s nonprofit industry leadership team. Brenda has extensive knowledge of nonprofit accounting and compliance requirements, including US Single Audit and Form 990 requirements and is a frequent speaker at industry and technology events on trends in the nonprofit sector.
CFO, Manhattan Beer Distributors
Mark Johnson, CPA, has over 40 years of experience in Finance and Accounting, with 34 of those years in the Beverage industry. He is currently the Chief Financial Officer of Manhattan Beer Distributors, the largest single market beer wholesaler in the US with annual revenues of $1.4B. Manhattan Beer services over 23,000 customers with leading brands such as Corona Extra, Modelo Especial, Heineken, Coors Light, White Claw, Guiness, Coors Banquet, Truly, Miller Lite and Samuel Adams to name a few. Manhattan Beer has a workforce of 1,700, over one million square feet of warehouse space spread between five distribution facilities and a fleet of 400 Delivery Trucks. Prior to joining Manhattan Beer, Mark served as the top financial executive at the Pepsi Cola Bottling Company of NY, Canada Dry Bottling Company of NY, the Coca Cola Bottling Company of Panama overseas and Joshua Morris Publishing Company, a children’s book publisher acquired by Reader’s Digest. He also spent 5 years with Haas Financial Corporation in NYC, specializing in global beverage industry mergers and acquisitions.
Finance Manager, Manhattan Beer Distributors
Tamar Rekhviashvili is a finance professional with more than 10 years of experience in financial planning, analysis, and corporate risk management. Currently working as a Financial Planning manager at Manhattan Beer Distributors, she has implemented several cost-saving and financial optimization strategies. Tamar’s career includes leadership roles at TBC Bank and Georgia Healthcare Group, where she managed complex financial reporting, risk assessments, and capital markets activities.
Project Implementation Lead, Bios Management
Tatum is a highly experienced Project Management professional with over 13 years of expertise, starting in Financial Services and later expanding into the Public Sector, Luxury Retail, and Gambling industries. Throughout her career, she has successfully delivered operating model redesigns, large-scale technology implementations, and regulatory compliance projects. Her portfolio includes the implementation of advanced systems like Dynamics 365 and Board, as well as workforce management transformations.
Customer Success Manager, Board
With a rich blend of consulting and industry experience, Dan Ouimette is a seasoned Finance Transformation Professional dedicated to enhancing organizational efficiency. His background includes impactful roles at EY and Accenture, where he led strategic and digital initiatives, and positions at Fidelity Investments and Fisher Scientific that deepened his understanding of finance in diverse sectors.
VP of Sales Engineering, Versapay
John Warner is the VP of Sales Engineering for Versapay, the leader in payments and collaborative AR automation. He has 20+ years leading sales and product organizations in high-growth software companies. John earned his Accounting degree from Virginia Tech and spent 10 years in public accounting. John is based in Ashburn, VA.
Head of Strategic Accounts, Versapay
Mark Brady is the Head of Strategic Accounts at Versapay, the leader in payments and collaborative AR automation. Leveraging deep product management expertise, Mark leads strategic account management efforts, focused on maximizing client value with Versapay, crafting tailored solutions that align with clients’ unique needs and objectives. Mark earned his Computer Science degree from Dublin City University, Ireland. Mark is based in New York City.
Director Product Marketing/Management, Oracle NetSuite
Tom Kelly is the Sr. Director Product Marketing/Management for the Oracle NetSuite Global Business Unit, responsible for GlobalCloud Financials. Before joining Oracle NetSuite, Tom founded T-Edward, a strategic and operational cloud consultancy providing cloud expertise and CXO services from companies in the Fortune 500 to start-ups. Prior to T-Edward, Tom held a variety of executive financial and technology related positions with large cap companies including PepsiCo, eFunds and Deluxe Corporation, as well as small cap, privately held entities such as FullContact and PeopleNet Communications.
Co-Founder & CEO, Hyperbots
Rajeev is the Co-Founder & CEO of Hyperbots Inc. He has over 30 years of experience in building technology products and businesses for global markets. He has managed the technology business for Wipro as GM and Vertical Head, handling a business of over $100 million. This is Rajeev’s second AI venture, the first being in Education AI between 2011-2020, which was sold to a fortune-100 enterprise. The reason he co-founded Hyperbots is that he wanted to build the best AI for finance having struggled in managing finance and accounting efficiently in prior roles.
Product Marketing Director, Workday
Linda Hull brings over 25 years of extensive experience in FP&A to her role as Product Marketing Director at Workday. With a proven track record in understanding market trends, customer needs, and recent innovations, Linda has a key understanding of how best to leverage new technology to drive business insights and operational efficiency.
AVP and Head of Procurement, Definitive Healthcare
Christina is an accomplished leader, currently serving as the Head of Procurement at Definitive Healthcare. With a wealth of experience spanning over two and half decades, she brings a strategic approach to creating, simplifying and managing the procurement process. Her experience has influenced the creation of dynamic Procurement to include implementation of policy, configuration of technology, and cultivation of business relationships. The result: value delivery, compliance, risk mitigation and operational efficiency. Prior roles include leadership positions at Toast, Wellington Management, SunLife Financial, State Street Bank and Fidelity Investments. Christina received her BS degree in business administration from Emmanuel College.
CEO, Airbase
Thejo Kote founded Airbase in 2017 and has served as our CEO since that time. Before Airbase, Thejo was Co-founder and CEO at Automatic, a connected car platform that was acquired by SiriusXM in 2017. He holds a master’s degree from the School of Information at the University of California, Berkeley, and a bachelor’s degree in electrical engineering from Visvesvaraya Technological University, India.
VP Finance Transformation, HighRadius
Vipul is the Vice President of Finance Transformation at HighRadius, a top provider of A/R, Accounting, and Treasury automation solutions. He has held multiple global leadership positions in finance and business operations. By acting as a trusted advisor to CXOs, he has led and implemented large global transformation programs, helping to grow revenue and setting a strategic vision for key relationships.
CFO, Braze
Isabelle Winkles has served as our Chief Financial Officer since January 2020. Prior to joining us, Ms. Winkles served in various roles, including Vice President, Finance of Cognizant Technologies Solutions Corp., a professional services company, from April 2018 to January 2020 and Managing Director of Morgan Stanley & Co., an investment bank, from January 2016 to April 2018. Ms. Winkles received her M.B.A. from Harvard University and her B.S. from the Massachusetts Institute of Technology.
Senior Product Marketing Manager, Prophix
Matt Mayhew is a Senior Product Marketing Manager at Prophix, with 15+ years of tech expertise, covering security, communications, and SaaS tools. Matt has a knack for turning complex tech into a format that’s easy to digest for a wide variety of audiences. He excels in storytelling and client engagement, assisting customers with solution adoption and ensuring they get the best ROI. His strategic prowess includes crafting product narratives, guiding Enterprise product strategies, and overseeing market analysis, competitive research, PR, product launches, and tooling.
Chief Financial Officer, FinQuery
Justin Smith provides leadership and oversight for capital allocation, financial management, operational efficiency, and investor relations. Justin brings nearly 20 years of experience and came to FinQuery in 2023 from Goldman Sachs, where he was a senior member of their technology investment banking team. At Goldman, Justin advised CEOs, CFOs, and boards on transactions including IPOs, M&A, and capital raises.
Additionally, Justin served on the investment selection committee of Engage Ventures, a leading VC fund based in Atlanta. Justin holds a BA from Johns Hopkins University and an MBA from The Wharton School at the University of Pennsylvania.
Director of Accounting, OneSource Virtual
Tomoko has been in the finance accounting industry for 14 years, with her most recent role as Director of Accounting here at OneSource Virtual. She has spent most of her career in financial statements audit prior to moving into the accounting industry where she has focused on operations and financial reporting.
Director of Solution Consulting, OneSource Virtual
Kaylan McDuff is a highly experienced Solution Consultant Professional at OneSource Virtual (OSV), where he specializes in Business Process as a Service (BPaaS) with a deep focus on Workday’s Benefits Administration, Payroll, Tax & Garnishment Administration, and Accounts Payable Administration services. Kaylan leverages his extensive product knowledge to support Account Executives in leading functional and process-related discussions, crafting tailored solutions for complex customer challenges, and utilizing value-selling techniques to demonstrate OSV’s service offerings.
Associate Managing Director, ACH Network Development, NACHA
Robert Unger, AAP, is Associate Managing Director, ACH Network Development with Nacha – the Electronic Payments Association. He is responsible for Nacha’s holistic Corporate Outreach Strategy, Phixius by Nacha – Nacha’s peer-to-peer information network, ISO, and APIs related to the ACH Network.
Mr. Unger has extensive experience with procure-to-pay, order-to-cash and related payment functions, focusing on Nacha payment product strategy and development, including Automated Clearing House (ACH) online banking/bill pay and B2B initiatives.
Senior Director, ACH Network Rules, NACHA
Amy Morris is a Senior Director in the ACH Network Administration Department at Nacha, where she leads and participates in multiple working groups that address issues in the payments industry. In addition to collaborating with industry participants on changes to operating Rules, she also assists in educational activities and provides rule and operational guidance to participants planning for and implementing electronic services related initiatives. Amy has over twenty-five years of experience in the financial services industry, specialized in electronic payments, previously working at Navy Federal Credit Union, FIS, and Visa.
Country Director, Payhawk
Katie has spent over 12 years helping teams adopt SaaS technology to improve internal processes and organizational efficiency in Sydney, London and New York. Katie joined Payhawk in 2022 to lead the company’s expansion into the US, and has since helped businesses such as Wellpointe, GatesAir and The Kennedy Collective to improve governance and control over multi-subsidiary company spend.
Executive Vice President of Global Financial Products, Brex
Erica Dorfman is the Executive Vice President of Global Financial Products at Brex where she lead’s Brex’s Global Card and Banking products. Erica joined the company in 2019, and played an instrumental role in launching Brex’s global products, enabling the platform to support over 100 companies worldwide.
Prior to joining Brex, Erica held key positions as the CFO of Tally Technologies and the Head of Capital Markets at SoFi. Erica began her career at J.P. Morgan and BDT Capital Partners as an investment banking analyst. Erica received her B.A. in Economics with a special concentration in Business Management from Columbia University.
Dr. Liran Edelist is a dynamic leader with over 20 years of experience driving transformational change and integrating advanced technologies across various business sectors. Specializing in business growth and enterprise performance management, he excels in business strategy, financial leadership, digital transformation, and operational efficiency. With a proven track record from startups to Fortune 100 companies, Dr. Edelist is a thought leader in data, AI, and business planning, leading successful initiatives for local and global organizations. As an adjunct professor at Boston University, he focuses on data storytelling and business strategy, bringing ethical and motivational leadership that fosters high-performance cultures and strategic partnerships. His extensive experience includes founding and managing companies, leading mergers and acquisitions, and executive consulting, continually driving business innovation and growth.
The FP&A Guy
Paul Barnhurst (a.k.a. “The FP&A Guy”) is a finance professional who holds a Bachelor’s Degree in Management, MBA in Finance and a Master of Science Degree in Information Management. He has 12+ years of professional experience across several industries, with a strong background in financial planning, financial modeling, report building and business partnering. He has worked for such global companies as American Express, Digicert, and Solera in various finance and FP&A roles.
AP Trainer and Consultant, IFOL
A Certified Fraud Examiner (CFE) Debra is an Accounts Payable speaker, consultant, and trainer with over 20 years of experience in AP, AR, general ledger, and financial reporting for Fortune 500 companies including Verizon, General Motors, and Aramark. In her consultancy, she works with vendor onboarding teams to add authentication techniques, internal controls, best practices and vendor validations to avoid payment fraud, fines and bad vendor data.
Debra is also a member of the IFOL Education Team, as a trainer.
Head of AI Research & Development, Eventus Advisory Group, LLC
The author of Deep Finance: Corporate Finance in the Information Age, Hopper’s expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency. . At Eventus, Hopper leads the development of AI-powered solutions for the finance and accounting sectors, focusing on streamlining financial processes and supporting data-driven decision-making through advanced technologies. He has been a CFO in the startup space for more than 15 years, leading transformational change and integrating best-in-class technologies into finance operations and policy. His recent project on using ChatGPT to create an FP&A Tool was featured in Fortune.