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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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Consulting Practice Manager - Solution Architecture Group, Oracle
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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.
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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
CPA and Solutions Consultant, 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.
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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 Working 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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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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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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There is a common misconception in finance that accounting work is tactical in nature and focused on past performance. Ramp’s Senior Controller Edwine Alphonse has built multiple high-performing accounting functions and in this session, she will share how accounting leaders can leverage technology to help their team become forward-looking partners to the organization.
Senior Controller, Ramp
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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.
Adler Concepts
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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
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In this session, you will learn how to navigate the complexities of AI-driven AP automation and avoid common pitfalls. Discover key considerations for selecting the right AI solutions and best practices for successful deployment.
Senior Director of Sales Engineering in Sales, 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
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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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Are you looking to revolutionize your accounts payable process for your organization? Join us in this informational webinar where you will discover how automation can simplify invoice management, streamline approvals, broaden payment options, and expedite reconciliation. With guidance from BILL, you’ll gain valuable insights on leveraging automation to transform your AP operations.
Staff Solutions Consultant, 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 and fandom. Learn from leaders across finance, tech and the sport industry who are evolving their business models to drive value for the future fan. This panel will explore the challenges and opportunities that these professional face as they push this industry forward.
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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, leads a panel of finance executives that will explore the transformative impact of artificial intelligence on financial strategy, focusing on the funding, budgeting and investment for AI use cases. Through real-world examples, panelists will provide advice on securing funding for AI initiatives, effectively integrating AI-driven tools into budgeting processes and making 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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According to the Association of Certified Fraud Examiners (ACFE), businesses lose an average of 5% of their gross revenue to fraud, and small businesses rank the highest in fraud frequency. Whether it’s from broken internal processes, lack of oversight, malicious intent, or simply misunderstandings of company policies, fraud is rampant and in-house accounting teams need to be armed with the tools to prevent it—and catch it quickly if it does occur. Join this webinar and discover technological tools that can help you fight fraud.
Staff Solutions Consultant, 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
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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
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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’s Head of Product, Shreyas Subramaniam and Director of Customer Success Romina Rooney, 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
Head of Product, Airbase
Director of Customer Success, 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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AVP Digital 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
Solution Consultant Professional, OneSource Virtual
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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.
Associate Managing Director, ACH Network Development, NACHA
Senior Director, ACH Network Rules, NACHA
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In an era where customer experience (CX) is paramount, CFOs are uniquely positioned to drive significant improvements through strategic spend management. This keynote explores how comprehensive visibility into global spend can empower CFOs to make informed decisions that directly enhance CX. We’ll examine how efficient spend management processes can streamline operations, reduce friction in customer interactions and free up resources for CX-focused initiatives. Drawing from recent research and industry insights, we’ll demonstrate how CFOs can leverage spend data to identify opportunities for improving product quality, service delivery and overall customer satisfaction. By aligning spend management strategies with CX goals, CFOs can position their organizations for sustainable growth and competitive advantage in today’s customer-centric market.
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In an era where customer experience (CX) is paramount, CFOs are uniquely positioned to drive significant improvements through strategic spend management. This keynote explores how comprehensive visibility into global spend can empower CFOs to make informed decisions that directly enhance CX. We’ll examine how efficient spend management processes can streamline operations, reduce friction in customer interactions and free up resources for CX-focused initiatives. Drawing from recent research and industry insights, we’ll demonstrate how CFOs can leverage spend data to identify opportunities for improving product quality, service delivery and overall customer satisfaction. By aligning spend management strategies with CX goals, CFOs can position their organizations for sustainable growth and competitive advantage in today’s customer-centric market.
Senior Controller, Ramp
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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.
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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.
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.
CPA and Solutions Consultant, SOFTRAX
Kelly Brown is the Solution Consultant at SOFTRAX, with 8 years of experience in accounting and finance roles. Ms. Brown’s background includes working in assurance and financial reporting roles at companies RM Advisory Services, RSM US LLP, and Shake Shack.
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.
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.
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.
Senior Director of Sales Engineering in Sales, Vic.ai
Russ is a 20-year tech industry veteran whose experience spans the gamut of both emerging and established technologies, with a current focus on AI in the enterprise. He has built many sales engineering organizations and takes pride in mentoring and building lasting careers for his employees. Russ is a regular speaker at industry events and frequently publishes industry articles, blogs, and podcasts. Russ is currently the Head of Sales Engineering at Vic.ai.
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.
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.
Staff Solutions Consultant, Bill
Noel has been at BILL for nearly 8 years. Starting in front line support, working his way through implementation, and in the last 5 years as a Solutions Consultant working with SMBs, Mid-Market Businesses, Accounting Firms, and Strategic Partners.
Prior to BILL Noel had worked at Square (now Block) in the Card Processing and Receivables space.
Raised in an entrepreneurial family of several small businesses and nonprofits, as well as managing several QSRs, Noel has a knack for understanding the pain points that Payables, Receivables, and Spend can have on a business or accounting team.
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, 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.
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.
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
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.
Head of Product, Airbase
Shreyas Subramaniam is the Director of Product Management of Airbase. Shreyas attended Sri Jayachamarajenda College of Engineering.
Director of Customer Success, Airbase
With over 15 years of experience in post-sales roles encompassing account management, renewal management, and customer success, Romina is committed to delivering measurable value and exceptional experiences for customers. Her career spans over a decade in the technology sector, where she has worked from startup environments to scale-ups, honing her expertise and passion for SaaS solutions that enhance everyday lives.
AVP Digital Transformation, HighRadius
Tim is the Assistant Vice President of Digital Transformation at HighRadius, a top provider of A/R, Accounting, and Treasury automation solutions. He has 15+ years of experience leading large complex transformation engagements focused on process optimization, digital technology harmonization, and design and implementation of business operations.
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.
Solution Consultant Professional, 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.
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.
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.