Finance & Technology Priorities



Day 1 - Tuesday, June 14 | Day 2 - Wednesday, June 15

Agenda topics, timing and speakers subject to change.


Day 1 - Tuesday, June 14 | 11:00 am - 4:30 pm Eastern 

11:00 am – 12:00 Pm

Opening Remarks


  • Chris Loy | Chair | Committee on Finance & Information Technology (CFIT)

How the Pandemic Transformed Finance Transformation
Financial transformation has been a consistent and growing movement, but the global pandemic has rapidly accelerated its pace. In this session attendees will learn how the Overton Window has shifted when it comes to finance transformation because of the pandemic, with a specific focus on new technologies, automating the financial close and advances in robotic process automation.


12:00 Pm – 1:00 pm

Fintech’s Role in the War for Cybersecurity
The development of new transactions systems and platforms in the Fintech revolution means there are new vectors for cybersecurity attacks, as well as new methods to respond. This session will focus on how financial technology is both a risk and an opportunity in the cybersecurity war.


1:00 pm – 1:30 pm



1:30 pm – 2:30 pm

Forecasting and Modeling an Uncertain Future | Part 1
It’s more important than ever to leverage your company’s data in order to forecast trends and model possible outcomes, giving management the tools to marshal an effective response. But for many in finance, forecasting and modeling does not come naturally. This session will present two case studies from companies that were able to model their way out of a precarious future.


2:30 pm – 3:30 pm

Forecasting and Modeling an Uncertain Future | Part 2


3:30 pm - 4:30 pm

Business Synchrony: Achieving Technology-Centered Improvement
The marketplace is rapidly evolving. Sustainable success requires innovative thinking, seamless end to end business processes and aligned modern technology. Digital transformation — or technology-centered improvement — is helping businesses across industries modernize their infrastructures to meet new demands and emerging opportunities. Most of this progress is being made one stack at a time, but it’s the integration of these critical systems (i.e., Business Synchrony) that unlocks agility, delivers aligned data and insights, and supports true agility and enterprise performance management.

Attend this session to learn first-hand on why leaders must commit to digital transformation programs that optimize technology platforms, align data, and ensure integrated end to end business processes.


  • Christopher Geers | Director of Digital Transformation | Huron Consulting

Day 2 - Wednesday, June 15 | 11:00 am - 4:30 pm Eastern

11:00 am – 12:00 pm

Leveraging Tech to Take Back the Supply Chain
The past two years of COVID-19 have laid waste to the global supply chain. That does not mean the finance suite is helpless in managing the disruption, with new logistics and monitoring applications that move beyond a “Just In Time” model to a focus on resilience.


12:00 pm – 1:00 pm

Technologies Driving Deals
Leveraging state-of-the-art technology can allow finance to help speed up the M&A process and free up critical resources. Using AI and machine learning processes can speed everything from reviewing contracts to affirming financial due diligence can speed any lengthy deal process and save hundreds of thousands in fees.


1:00 pm – 1:30 pm



1:30 pm – 2:30 pm

Go Big in Finance Tech While Being Small
Not every financial leader has the resources of a global enterprise, but that does not mean mid-market and smaller companies can’t compete in terms of technology. Learn how leaders from smaller enterprises are able to leverage vendor relationships and new processes to get the biggest bang for their tech dollar.


2:30 pm – 3:30 pm

Future of Finance: Technology? People? Or Both?
New financial technologies will create opportunities to increase efficiencies, but it will also require new skills. The competition for these talents will create new challenges for financial leaders to build the right team. Learn how some of the most forward-looking companies are addressing the “skills gap.”


3:30 pm – 4:30 pm

Blockchain, NFT, Metaverse, Web 3.0 - What You Need to Know About Impacts to Your Business and Your Financial Statements
Blockchain, Crypto Land on the Balance Sheet. Customers are demanding to pay for goods and services with cryptocurrencies, while at the same time more back-office finance processes are landing on the blockchain. Get the latest updates on how Web 3.0 is impacting the finance suite.


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