Friday, April 12
10:00 am – 11:00 am Eastern
Bonus Session: AI With Purpose For Finance
Presented by Alteryx
1 CPE credit | Field of Study – Information Technology
There’s no hiding from the fact that the next wave of efficiency and value for global finance organizations is going to be driven by AI. After all, AI is the buzz everywhere we turn. The challenge for many organizations is figuring out how to apply the immense power of AI in a practical and purposeful way within finance. How to leverage AI to transform the function and realize the “Finance Of the Future” state. In this session, we aim to distill the world of AI into key elements that advance finance in a way that creates trustworthy, prescriptive insight, a next frontier of efficiency and real value.
Presenter:
Russ Mills | Field CFO | Alteryx Inc.
11:00 am – 12:00 pm Eastern
Keynote Fireside Chat with Google’s Jannie Affeld and ServiceNow’s Kevin McBride
1 CPE credit | Field of Study – Specialized Knowledge
The roadmap of the future of AI in finance and accounting is being written by professionals who are embracing technology today. In the fireside chat, you will hear from Google’s Jannie Affeld who is currently mapping out the tech giant's approach to AI in its own finance operations, and ServiceNow’s Kevin McBride who is mapping out his own organization’s goals for the future.
Moderator:
Olivia Berkman | Director, Content | Financial Executives International
Presenters:
Jannie Affeld | VP, Finance Systems Engineering | Google
Kevin McBride | SVP, CAO and Corporate Controller | ServiceNow
12:00 pm – 1:00 pm Eastern
Artificial Intelligence and The Audit
Presented by KPMG
1 CPE credit | Field of Study – Finance
Both public accounting firms and industry financial executives expect that artificial intelligence will transform the audit process, but that will require both sides to collaborate around critical issues like data, systems and governance. In this session learn how KPMG is planning its AI roadmap and how they plan to work with clients and all stakeholders to rethink the audit in an AI future.
Moderator:
Ed Moran | Managing Director, Aud Tech - Innovation | KPMG US
Presenter:
David Fisher | Associate Director | KPMG US
1:00 pm – 2:00 pm Eastern
AI Risks & Governance in Finance
Presented by Deloitte
1 CPE credit | Field of Study – Information Technology
This panel will discuss key risks such as privacy, compliance, and hallucinations as well as governance as companies consider implementing AI in their accounting and audit functions.
Moderator:
Dillon Papenfuss | Director, Research | Financial Executives International
Panelists:
Ryan Hittner | Audit & Assurance Principal | Deloitte
Emily Lamm | Associate Attorney | Gibson, Dunn & Crutcher
2:00 pm – 2:15 pm Eastern
Break
2:15 pm – 3:15 pm Eastern
AI For Small and Middle Market Finance Teams
Presented by Oracle NetSuite
1 CPE credit | Field of Study – Information Technology
The assumption that AI can only benefit large enterprises with the scale of resources and data is being upended by a scramble of new services targeted as smaller finance teams. Like cloud computing before it, AI has the chance to completely change the way smaller companies approach their day-to-day finance tasks.
Moderator:
Christopher Westfall | Vice President, Content Strategy | Financial Executives International
Presenter:
Ranga Bodla | Vice President of Field Engagement and Marketing | Oracle NetSuite
3:15 pm – 4:15 pm Eastern
Practical Next Uses of AI in Finance and Accounting
1 CPE credit | Field of Study – Information Technology
Many researchers agree that the possibilities of AI are just scratching the surface, and the same is true in finance. This panel will look at the next five years of development and consider what is (and is not) possible.
Moderator:
Dillon Papenfuss | Director, Research | Financial Executives International
Presenters:
Joe Dormani | Partner | Thomson Reuters Ventures
Alex Lee | CEO - AI for Accounting & Finance | Truewind
Sasha Orloff | Co-Founder | Puzzle
4:15 pm – 5:15 pm Eastern
Building GPTs for Finance With OpenAI
1 CPE credit | Field of Study – Specialized Knowledge
In this one-hour, interactive session you will learn the fundamental skills needed to build your own custom GPTs focused on the accounting and finance function. Get your questions answered by AppliedAI experts and get a step-by-step walkthrough on how to build your own "Controller GPT" with expert guidance.
Presenters:
Kevin Gladstone | Solutions Engineer | OpenAI
Max Reid | Sales Engineer | OpenAI
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