Future of Technology in Finance Forum 2024

Agenda

Tuesday, June 25, 2024

Agenda topics, timing, and speakers subject to change.
 

10:00 am – 11:00 am Eastern

Breakfast Session: How High-Performing Organizations Navigate Transformation
1 CPE credit | Field of Study – Information Technology
Presented by Pigment
Join Pigment for an exclusive session on finance transformation and exploring key priorities for high-performing organizations. Jan Hill, Global Lead of Business Transformation Advisory 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.

Presenters:
Catherine Cenotto | Solution Consultant | Pigment
Jan Hill | Global Lead of Business Transformation Advisory | Pigment

 
 

11:00 am – 12:00 pm Eastern

A Brief History of the Future of AI
1 CPE credit | Field of Study – Computer Software and Applications
Why, in an age of AI, humans will matter more than ever.

Presenter:
Mike Bechtel | Chief Futurist | Deloitte Consulting LLP

 
 

12:00 pm – 1:00 pm  Eastern

AI Use Cases for Finance and Accounting Departments
1 CPE credit | Field of Study – Information Technology
A discussion on the practical applications of AI in finance and accounting functions along with common challenges to overcome such as ROI, governance, and data.

Presenter:
Cory Hrncirik | Modern Finance Lead | Microsoft

 
 

1:00 pm – 2:00 pm Eastern

Lunch Session: Transforming Business Travel Management with Technology
1 CPE credit | Field of Study – Information Technology
Presented by Amex GBT
Prioritizing technology and AI is crucial for keeping up with the demands of today’s travel landscape. Learn how American Express Global Business Travel is taking a future-facing approach that includes four distinct commitments to developing AI for the long term. This approach offers benefits that can streamline your travel management process, reduce expenses, and improve your bottom line.

Presenter:
Marilyn Markham | Vice President AI & Automation Strategy | Amex GBT

 
 

2:00 pm – 3:00 pm  Eastern

Culture Change in Finance Transformation
1 CPE credit | Field of Study – Information Technology
Join us to discover how leaders are pioneering the transformation of mindsets and fostering a tech-forward culture. Gain insights into upskilling strategies, delve into pivotal Gen AI competencies, and learn from academia's role in shaping tomorrow's accounting and technology professionals.

Moderator:
Naved Qureshi | Digital Practice Leader | Ernst & Young LLP

Panelists:
Mark Ferguson | Chief Financial Officer | Tru Fru
Maura Halbach | Partner/Principal, People Advisory Services (PAS) | Ernst & Young LLP
David Wood | Professor, School of Accountancy | BYU

 
 

3:00 pm – 4:00 pm  Eastern

Perspectives on Intelligent Forecasting
1 CPE credit | Field of Study – Finance
Hear experts discuss real life examples of models & forecasting using next generation technology. The future of finance is coming to companies with new techniques such as signaling, touchless forecasts, and using market trends and historical data to predict future results.

Moderator:
Matthew McGuinn | Principal, Advisory, Finance Transformation | KPMG

Presenter:
Tim Haley | Director of Analytics & AI - Lighthouse | KPMG
J.T. Kaufmann | Managing Director, Finance Transformation | KPMG

 
 

4:00 pm – 5:00 pm  Eastern

ESG Data and Process Journeys
1 CPE credit | Field of Study – Accounting
Join ServiceNow to hear their experts and internal ESG reporting team talk about how companies can be gathering data and implementing processes and controls cross-functionally to prepare for the eventual audit requirements that are part of ESG reporting frameworks such as CSRD, the final SEC Climate rule, and California's Climate Accountability Package.

Moderator:
Vilasinee Bunnag | Senior Manager, ESG Reporting and Disclosure | ServiceNow

Panelists:
Maggi Bixler | Director, Corporate Counsel | ServiceNow
Ashley Fischer | Managing Director | KPMG
Nabeel Nini | ESG Reporting and Technical Accounting | ServiceNow

 
 
 

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