Agenda
Wednesday, May 31, 2023 / 10:30 AM - 10:50 AM EDT
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
CFOs increasingly use AI and machine learning to automate financial processes, improve decision-making, and gain insights into their business operations. Join us to learn how the use of technologies such as AI, machine learning, and purpose-built intelligent tools have such a compelling impact on customer experience and an ROI that the use of these AI technologies has become a key strategic imperative.
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Arun Chandrasekaran, Distinguished VP Analyst, Gartner
Thriving in times of intense economic and social volatility requires organizations to find new forms of efficiency in their operations, scale their productivity and pioneer new business models. CFOs must use our trends to enable their organizations to succeed.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Babu Sivadasan, CEO, JIFFY.ai
Krishnan Raghunathan, Head - F&A and International Delivery Ce, WNS Global Services Ltd.
Finance organizations are constantly seeking ways to optimize processes and gain real-time visibility into finance data. JIFFY.ai, in collaboration with WNS, a prominent F&A BPM company, presents real-life use cases of transformations across key areas like Procure-to-Pay, Order-to-Cash, and Record-to-Report. The examples demonstrate how organizations can evolve into autonomous functions, resulting in lower operational costs, improved customer experiences, and actionable insights.
Join this session to explore how your organization can boost efficiency and build the F&A function of the future.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Sashi Narahari, CEO,
In the last 17 years, HighRadius has run 2400+ AI-driven transformation projects for clients such as 3M, Unilever, Anheuser-Busch InBev, Sanofi, Kellogg’s, & Danone. This has helped HighRadius find answers to key decisions about AI that leaders must navigate. Will AI kill back-office roles? Which processes are ripe for AI disruption? Which use cases are vaporware? And how can you save your AI-led transformation from becoming a never-ending science project?
Join this session to navigate the AI buzz & drive successful AI transformation projects that create real business value beyond the hype.
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Adriana Carpenter, CFO, Emburse, Inc.
How are CFOs leveraging new automation and AI technologies to continue their organization’s financial growth in 2023? In this collaborative session, we’ll work together to develop a roadmap with strategic and actionable tactics including, removing friction from your payments operations, increasing and developing internal digital skills and adoption of corporate spend policies and leveraging Analytics and AI to pull valuable data insights that drive better business outcomes.
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Matt Wright, SVP CUSTOMER SUCCESS, Appzen
Anant Kale, CEO, AppZen
With the buzz around ChatGPT, AI is everywhere, but it’s not just for writing the next great novel. Large language models (LLMs) like GPT have the potential to significantly impact finance teams by enabling more efficient and accurate processing of financial data and improving communication between companies, customers, and suppliers. LLMs can be used for tasks like processing transactions, accounting, budgeting, forecasting, risk management, and fraud detection. In this session, we will explore practical applications of LLMs for finance that are available today and being built for the future.
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
The prospect of an autonomous finance organization is compelling but getting started seems complex and difficult. This session introduces the AI-forward framework that includes the steps that leading companies are taking to bridge the gap between the semi-automated function of today to an autonomous finance organization of tomorrow.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 01:00 PM - 02:00 PM EDT
Matt Castonguay, SVP - FINANCE, ANALYTICS & SUPPLY CHAIN, Team Car Care dba Jiffy Lube
Daniel Wesley, CTO - PLANNING & ANALYTICS, Workday
Join us to explore how AI and Machine Learning are reshaping financial planning and analysis, and beyond. Hear how Team Car Care is leveraging innovative AI technologies to drive real-time action for their business operations today. Together, we will uncover additional use cases applicable now and in the future, and discuss critical technology and architectural considerations that enterprises need to consider on this journey. Don't miss this opportunity to learn how you can take the next steps to prepare your organization to gain the benefits of AI and Machine Learning today and in the future.
Doors open for lunch at 1:00 PM. Session begins at 1:30 PM.
Wednesday, May 31, 2023 / 01:10 PM - 01:30 PM EDT
Robin Grosset, CHIEF TECHNOLOGY OFFICER, MindBridge
Ryan Mitchell, FINANCE DIGITAL DELIVERY MANAGER, Chevron
Over several years, Chevron has invested significantly in data infrastructure, human capital, and algorithm development to understand their data-driven business. Though progress was made, it wasn't until Chevron met MindBridge.ai at the Gartner CFO Conference in 2022 that they discovered a truly scalable technology, delivering meaningful insight into financial operations. Attend this theater session to learn how MindBridge has unlocked Chevron's data landscape, helped prioritize high-risk business processes, and minimized unknown financial risk.
Wednesday, May 31, 2023 / 01:35 PM - 01:55 PM EDT
Danny Thompson, SVP - MARKET & PRODUCT STRATEGY, APEX Analytix, LLC
The most advanced supplier risk management organizations have pivoted to a new forward-looking risk management model. One that continuously monitors the full spectrum of known risks (financial, fraud, cyber, ESG) and looks for signs of previously undefined threats.
This is done by integrating supplier risk management at every stage of the supplier life cycle for every supplier. From onboarding to ongoing management, companies are able to continuously analyze supplier data with AI to raise alerts for remediation when elevated levels of risk are detected.
Wednesday, May 31, 2023 / 02:00 PM - 02:20 PM EDT
Ken Mertzel, GLOBAL INDUSTRY LEADER, FINANCIAL SVCS, Automation Anywhere
In today's challenging economic climate, Finance is expected to do more with fewer resources. Intelligent automation can streamline accounts payable operations, improve cash flow from billing and collections, and automate manual accounting processes. Join us to discover how scaling user-friendly automation across the organization has empowered Finance to increase process efficiency by 15-20% and reduce DSO by 2-5 days, while strengthening controls. Don't miss this chance to transform Finance and become a strategic innovation partner to the business.
Wednesday, May 31, 2023 / 02:30 PM - 02:50 PM EDT
Shannon Cole, Sr Director Analyst, Gartner
CFOs are ready to capture the efficacy gains they know autonomous finance will bring to their organizations yet struggle to drive the changes necessary to make it happen. This presentation will give CFOs a look at our predictions for achieving success in their autonomous finance ambitions through transforming team structures, mission, roles, skills, and leadership capabilities.(Credits: 0.4; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Kayla Flanders, SENIOR FINANCE MANAGER, Pella Corporation
Pella’s Finance team plays a central role in helping maximize decision across the business to drive profitability. But despite gains in automation, the pace of change across Pella’s business units and sales channels made it increasingly costly and complex for Finance teams to manage and maintain the systems required to provide timely and accurate insights to key stakeholders.
Learn how Pella is creating a new foundation for profitability analysis by unifying financial close, reporting and planning processes to enable better collaboration and more agility across the business.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Gurkan Salk, CPO DYNAMICS 365 FINANCE, HR AND PROJECT, Microsoft Corporation
AI and automation can free up valuable time for finance to focus on work that drives business strategy and innovation, with 82% of finance leaders finding both to be very important. However, these leaders also reported significant challenges in realizing the value of these tools due to the overwhelming complexity. Together we will tackle the biggest adoption blockers and best practice solutions that truly transform how finance work gets done.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Matthew Tillman, CEO, OpenEnvoy
Rafaela Nunes, HEAD OF DIGITAL NORTH AMERICA, CMA CGM
Users of traditional workflow systems for AP automation are currently dealing with department turnover and not realizing the cost savings they anticipated. Conventional AP automation solutions essentially transfer the cost from the finance team to the business, effectively negating the anticipated ROI.
Join Matthew Tillman, CEO of OpenEnvoy, and learn how to leverage AI to automate your AP function from start to finish, do away with human reviews and approvals, and generate major cost savings for your company. In essence, manage AP as a department of one.
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Clement Christensen, Sr Director Analyst, Gartner
Deploying AI requires new skills, such as coding, data science and data engineering. Success will require a strategy for when to hire new talent, develop internal talent, or outsource. This session will help Finance leaders navigate these options and deliver a talent sourcing strategy for an AI-driven, autonomous finance function.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
The best AI use cases are the ones that are specific to your circumstances. Bring your use case ideas and walk through them with our AI expert who can help you determine the right place in the process to apply AI and identify the benefits that it may offer.
Wednesday, May 31, 2023 / 06:10 PM - 06:30 PM EDT
John Sindel, PRINCIPAL SOLUTION CONSULTANT, Workday, Inc.
As more finance tasks get automated and optimized, finance teams can uplevel their impact by helping their organization make better decisions faster with richer insights and strategic guidance. Join our session to discover how your finance team can build driver-based models with ease, analyze unlimited scenarios on the fly, and create predictive forecasts using embedded AI and Machine Learning. See firsthand how our solution can help your team gain predictive insights to help your organization navigate change and respond with intelligence to achieve unparalleled agility.
Thursday, June 01, 2023 / 10:30 AM - 10:50 AM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
Today's emerging technologies will shape the finance organization of tomorrow. This session will highlight the innovations most relevant to finance organizations and the themes surrounding their evolution. Use this session to identify the upcoming trends that will bring new value to finance and accounting.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Clement Christensen, Sr Director Analyst, Gartner
AI skills are the latest hot commodity on the talent market, but many executives are left wondering: what skills do we need first and how do we develop those skills, can we develop these with our current people or do we need to buy externally, and more. This session will provide ideas, structures, and advice on which skills to prioritize for AI, how to structure training efforts, and how to attract external candidates when necessary.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Holly Mckenzie, PARTNER, PwC
David Shebay, PRINCIPAL, PricewaterhouseCoopers
Wendy Zelond, SVP FINANCE, UTILITIES, Washington Gas
With a goal to enable speed and agility, CFOs are looking to drive autonomous finance through innovation & accelerate their capabilities. This requires access to rapidly deployable proven solutions, flexible/specialized talent, intelligent automation, proactive insights & fresh ideas.
Boundaries are blurring between business & IT on their transformation journeys. CFOs & Finance execs are playing an elevated role in innovation & becoming a key partner in value creation.
Learn how PwC clients use Managed Services to amplify their transformation investments and accelerate their outcomes.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Stephen Faulkner, VP GLOBAL INDUSTRY CFO LEAD, UiPath
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
Artificial Intelligence, NLP, and Automations offer a unique innovation that is increasingly adopted by world-class finance teams. Participate in customer and peer-to-peer discussions facilitated by UiPath to discuss key opportunities to expand the adoption of emerging AI technologies and AI solutions.
Thursday, June 01, 2023 / 01:10 PM - 01:30 PM EDT
Rich Wagner, -, Prevedere
External forces are impacting businesses with more volatility, and the banking crisis reiterates needing to track early warning signals proactively. Yet finance leaders often miss external clues and how these factors impact their businesses.
Rich Wagner, Prevedere Founder & CEO, explores how finance leaders can leverage external data to anticipate market changes, allowing them to plan, protect, and profit amidst volatile conditions.
Also discussed:
-Identifying external trends & quantifying impacts
-Continuously monitoring with early warning systems
-Case studies on economic intelligence
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
Join this peer-to-peer discussion lightly facilitated by a Gartner expert to discuss various approaches to getting value with with AI in Finance.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Jeff Augustin, VICE PRESIDENT GLOBAL BUSINESS SERVICES, Merck
For finance departments prioritizing improvements in cash flow, operating costs or overall productivity, the core levers are well understood. It’s the “how” of these improvements that presents the actual challenge.
Process mining is a powerful methodology that can help you accelerate your finance transformation by providing an end-to-end view of your business processes and identifying areas for improvement. In this session, Finance leaders will see real-life examples of how Merck & Co has used process mining to drive its finance transformation and capture measurable value.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Ryan Madden, SENIOR DIRECTOR, FINANCIAL OPERATIONS, OneSpan
Sarah-Jayne Martin, GLOBAL DIRECTOR, AR PRACTISE, Quadient
Debt collection may be an age-old activity. But your strategies to manage it must evolve with the times.
Customers are dealing with inflation, rising interest rates and clogged supply chains. Your collections notifications are not top of mind for them.
This session will cover:
• Using technology to design workflows that better engage customers.
• The importance of two-way communication and how to build it into your collections.
• Creating a prioritization strategy that enables you to control AR risk.
• Key strategies that align AR and sales.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Milosh Nedic, SVP FINANCE & STRATEGY, Avalara
With a potential recession looming, CFOs need to adjust their strategies to continue running an efficient and compliant business with less budget and fewer resources. And fewer resources within finance may not be just a temporary, recession driven issue – we’re seeing that finance roles are getting harder and harder to fill, with less people entering the field as a career. With both things in mind, automating key finance tasks wherever possible is going to become a necessity.
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Emerging technologies serve as the foundation of new products and services and have become as the key levers of competitive advantage in firms. CFOs need to understand at a high level what the key technologies are and what they offer. In this session, we will answer questions on what the technologies are, what their current state is, and what they offer enterprises.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Nick Duffy, Director Analyst, Gartner
Zero percent of CFOs believe that FBP primarily spend time on value creation. FBPs struggle to maximize their impact due to poor internal branding, unwieldy responsibility scopes and excessively siloed ways of working. Autonomous finance will provide a platform to further evolve Finance Business Partner Roles but will require certain actions from FP&A Leaders. Join this session discover more about the opportunity to evolve your business partnering strategy.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
George Sumrow, MANAGING DIRECTOR, FINANCE, Deloitte
Joanna Scullin, SENIOR MANAGER, Deloitte Consulting
Ned Demong, AREA VICE PRESIDENT, Anaplan
Shannon Fitzpatrick, MANAGING DIRECTOR, Deloitte Services LP
FP&A is now expected to provide business insights, enhanced analytics, and actionable plans to help the business deliver on strategic goals. That’s why legacy and homegrown technologies are being phased out — they’re fragmented, rigid, and costly and they restrict the agility and reliability needed to support competitive decision-making.
Deloitte shares its finance transformation journey and how Anaplan is enabling its Connected Planning approach that makes the finance function a strategic enabler in your organization’s broader goals.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Monica Proothi, PARTNER, GLOBAL FINANCE TRANSFORMATION L, IBM
Vasanti Pillutla, Associate Partner, Global Transformation, IBM
Lucas Juarez, Partner, Global Finance Transformation,
Shobhit Varshney, IBM, IBM
The emergence of many new technologies and evolution of cloud computing are increasing productivity & helping organizations yield foresight by leveraging Automation, AI, ML, & modeling to predict future performance. Finance systems have been evolving, bringing new benefits to enterprises that adopt them. However, many aren’t fully aware of what new solutions are available in the market & the exponential benefits that can be achieved. Addressing challenges & enabling finance functions to evolve should start with a finance vision & a strategic finance led technology roadmap for transformation.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Jim Rich, GENERAL MANAGER, AMERICAS, Board
Jennifer Buchanan, PARTNER, CFO Solutions
Jeremy Hall, SENIOR MANAGER OF FINANCIAL SYSTEMS AND, OTC Industrial Technologies
Adam Hancock, Senior Director, Financial Planning & Analysis, EBSCO Industries Inc.
Today’s finance leaders wear multiple hats. They don’t just control purse strings anymore. They need to drive growth—and are uniquely positioned to do so. Hear how forward-thinking leaders from OTC, Eversource, and EBSCO are driving transformation with Board Intelligent Planning. Plus, learn how your organization can achieve comparable results faster than you think.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
James Paterson, VP AND GENERAL MANAGER, CCH TAGETIK NA, Wolters Kluwer
Remaining resilient with today’s disruptive economy and new ESG and regulatory requirements requires the strategic prioritization of enterprise-wide planning. Adopting a digital solution for planning across financial, operational and regulatory can enable the decision-centric approach you need to empower your finance transformation journey. In this session you’ll learn the five steps to evolve your planning, and how your organization can become more agile, efficient, and profitable for today and tomorrow.
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
David Dixon, PARTNER, IBM Corporation
Lucas Juarez, Partner, Global Finance Transformation,
Through transformation, finance teams can evolve from reactionary, transactional work, to relational, value-generating, and strategic engagement activities. This shift in focus enables finance to provide strategic input that supports a more integrated, responsive company—one where new requirements can be met with optimized solutions. Join this interactive discussion, moderated by IBM, to gain insights from our finance professionals about how the role of finance is evolving to adopt new strategies, processes, data, people and technologies that help drive better business outcomes.
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Caroline Walsh, Managing Vice President, Gartner
Shannon Cole, Sr Director Analyst, Gartner
Diversity, Equity, and Inclusion are key to achieving business outcomes in today's environment: not only do more inclusive environments improve performance and discretionary effort, but they also are key for reducing turnover and attracting new talent. Two thirds of jobseekers consider workforce diversity when choosing an employer, but only 23% of finance employees say they perceive their organization as inclusive. Join this roundtable discussion to hear from your peers how they create and maintain a diverse, equitable, and inclusive Finance organization.
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Peter Nagy, VP, Team Manager, Gartner
Craig Wilton, Managing Vice President, Gartner
Craig Risberg, Managing Vice President, Gartner
Nick Duffy, Director Analyst, Gartner
Join this peer-to-peer discussion lightly facilitated by a Gartner expert to discuss best practices and lessons learned for preparing Finance Business Partners (FBPs) for an autonomous Finance future. Topics for discussion will include strategies for defining high-impact FBP competencies, responsibilities, and organizational design models.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Milosh Nedic, SVP FINANCE & STRATEGY, Avalara
With a potential recession looming, CFOs need to adjust their strategies to continue running an efficient and compliant business with less budget and fewer resources. And fewer resources within finance may not be just a temporary, recession driven issue – we’re seeing that finance roles are getting harder and harder to fill, with less people entering the field as a career. With both things in mind, automating key finance tasks wherever possible is going to become a necessity.
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Jacob Joseph-David, Director, Quantitative Analytics and Dat, Gartner
In the current environment of shifting economic fundamentals and tepid returns, we can no longer afford to adhere to legacy financial planning. Beyond basic changes, efforts to transform financial planning have not delivered business impact. Through dynamic planning finance organizations can provide their business with agile decision to quickly identify, assess and act on new opportunities.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 09:30 AM - 10:15 AM EDT
Dennis Gannon, VP Analyst, Gartner
As organizations face a perpetually-disrupted business environment, CFOs must move beyond the enforcement of financial orthodoxy and tap into what it means to be a ‘human leader’ as a CFO in order to drive enterprise success..(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Nick Duffy, Director Analyst, Gartner
Zero percent of CFOs believe that FBP primarily spend time on value creation. FBPs struggle to maximize their impact due to poor internal branding, unwieldy responsibility scopes and excessively siloed ways of working. Autonomous finance will provide a platform to further evolve Finance Business Partner Roles but will require certain actions from FP&A Leaders. Join this session discover more about the opportunity to evolve your business partnering strategy.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Amanda Joseph-Little, VP, Team Manager, Gartner
Finance transformation leaders must decide how to structure their teams based on their organization's level of expertise, resourcing and urgency for transformation. This session describes four common archetypes of finance transformation team structure and outlines the strengths and weaknesses of each.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 02:50 PM EDT
Shannon Cole, Sr Director Analyst, Gartner
CFOs are ready to capture the efficacy gains they know autonomous finance will bring to their organizations yet struggle to drive the changes necessary to make it happen. This presentation will give CFOs a look at our predictions for achieving success in their autonomous finance ambitions through transforming team structures, mission, roles, skills, and leadership capabilities.(Credits: 0.4; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Peter Nagy, VP, Team Manager, Gartner
93% of finance leaders surveyed in 2020 subscribed to a common set of 2025 objectives — Finance was to become digital, data-driven and highly scaled. Three years on, many teams still lag behind these goals. Join this session to learn how to accelerate finance towards the consensus 2025 view across four non-negotiable pillars: data, delivery models, process and technology, and people. (Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Jim Rich, GENERAL MANAGER, AMERICAS, Board
Jennifer Buchanan, PARTNER, CFO Solutions
Jeremy Hall, SENIOR MANAGER OF FINANCIAL SYSTEMS AND, OTC Industrial Technologies
Adam Hancock, Senior Director, Financial Planning & Analysis, EBSCO Industries Inc.
Today’s finance leaders wear multiple hats. They don’t just control purse strings anymore. They need to drive growth—and are uniquely positioned to do so. Hear how forward-thinking leaders from OTC, Eversource, and EBSCO are driving transformation with Board Intelligent Planning. Plus, learn how your organization can achieve comparable results faster than you think.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Peter Nagy, VP, Team Manager, Gartner
The Controllership is the largest – and most underappreciated - Finance subfunction. Digital innovations are usurping Controllership teams’ legacy responsibilities, calling into question the function’s value proposition. This session will introduce the emerging trends that are shaping tomorrow’s Controllership, from process-level innovations, to continued digital acceleration, and an emerging decision support mandate.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Jan Ambergen, Sr Director Analyst, Gartner
With inflation higher than the previous decade and interest rates rising, the importance to reduce Trapped Cash in company’s Working Capital has gone up significantly. The initial focus of the CFO will be on the preservation of the profitability. However, the higher inflation will demand a renewed focus on the Cash Conversation Cycle to preserve company’s assets. Join this session with your peers to ask a Gartner expert your most pressing questions on the impact of inflation on the Cash Conversion Cycle.
Thursday, June 01, 2023 / 02:00 PM - 02:20 PM EDT
Peter Nagy, VP, Team Manager, Gartner
Finance transformation complexity is consistently rising — most transformation programs today feature a diversity of data, people, process, technology and delivery model initiatives. This complexity amplifies the need to make smart up-front investments in finance transformation strategy development support. Join this session to learn the most disruptive trends shaping the direction of the finance transformation strategy consulting market.
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Vaughan Archer, Sr Director Analyst, Gartner
Autonomous finance is the catalyst we have needed to transform L&D within finance. By 2026, 41% of the skills needed in 2019 will be redundant, while the total number of skills will continue to grow at 5.4% annually. However, only 42% of staff currently feel supported in learning and developing new skills. Join this session to learn the three L&D actions that underpin successful autonomous finance journeys.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Jan Ambergen, Sr Director Analyst, Gartner
With inflation higher than the previous decade and interest rates rising, the importance to reduce Trapped Cash in company’s Working Capital has gone up significantly. The initial focus of the CFO will be on the preservation of the profitability. However, the higher inflation will demand a renewed focus on the Cash Conversation Cycle to preserve company’s assets. Join this session with your peers to ask a Gartner expert your most pressing questions on the impact of inflation on the Cash Conversion Cycle.
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Sanjay Champaneri, VP, Team Manager, Gartner
A digital finance shared services organization can seize the opportunity to significantly reduce the cost of finance and set its course to become the finance function’s digital transformation partner. Transformation leaders should join this session to learn how the three-year strategic roadmap repurposes SSOs and pivots them to new responsibilities that enable accelerated and sustainable digitization efforts.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
What technologies are other finance organizations really using? Separate hype from reality in this session and learn about the technology investments other finance organizations are making. Gain a research-based understanding of various technologies’ current usage and perceived value, as well as where finance leaders intend to place technology bets in the near future.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 10:30 AM - 10:50 AM EDT
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
CFOs increasingly use AI and machine learning to automate financial processes, improve decision-making, and gain insights into their business operations. Join us to learn how the use of technologies such as AI, machine learning, and purpose-built intelligent tools have such a compelling impact on customer experience and an ROI that the use of these AI technologies has become a key strategic imperative.
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Peter Brannigan, Sr Director Analyst, Gartner
CFOs undertaking digital transformations encounter difficult prioritization, stakeholder resistance and change management challenges. To ensure their transformations stay on the right path, CFOs must ensure their transformation team mobilizes the enterprize with exceptional governance, engages in collaborative solution planning, and builds a strategy to sustain the promise of Finance Transformation.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Nick Duffy, Director Analyst, Gartner
Zero percent of CFOs believe that FBP primarily spend time on value creation. FBPs struggle to maximize their impact due to poor internal branding, unwieldy responsibility scopes and excessively siloed ways of working. Autonomous finance will provide a platform to further evolve Finance Business Partner Roles but will require certain actions from FP&A Leaders. Join this session discover more about the opportunity to evolve your business partnering strategy.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Babu Sivadasan, CEO, JIFFY.ai
Krishnan Raghunathan, Head - F&A and International Delivery Ce, WNS Global Services Ltd.
Finance organizations are constantly seeking ways to optimize processes and gain real-time visibility into finance data. JIFFY.ai, in collaboration with WNS, a prominent F&A BPM company, presents real-life use cases of transformations across key areas like Procure-to-Pay, Order-to-Cash, and Record-to-Report. The examples demonstrate how organizations can evolve into autonomous functions, resulting in lower operational costs, improved customer experiences, and actionable insights.
Join this session to explore how your organization can boost efficiency and build the F&A function of the future.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Sashi Narahari, CEO,
In the last 17 years, HighRadius has run 2400+ AI-driven transformation projects for clients such as 3M, Unilever, Anheuser-Busch InBev, Sanofi, Kellogg’s, & Danone. This has helped HighRadius find answers to key decisions about AI that leaders must navigate. Will AI kill back-office roles? Which processes are ripe for AI disruption? Which use cases are vaporware? And how can you save your AI-led transformation from becoming a never-ending science project?
Join this session to navigate the AI buzz & drive successful AI transformation projects that create real business value beyond the hype.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Stephen Thomaidis, VP, NORTH AMERICAN FINANCE COE, SAP America
Melissa Ahrendt, DIRECTOR FINANCE, Perrigo Company
Industry leaders thrive, even in the most challenging times. To stay ahead of the curve, these leaders rely on finance organizations laser-focused on operational excellence, providing strategic insights, and quickly navigating competitive pressures. In this session, you'll discover how leading healthcare brand Perrigo plans to leverage cutting-edge finance automation and insight to unlock growth, scale its operations more efficiently, to become even more agile and resilient in the face of uncertainty. Don't miss this opportunity to learn from the best and take your organization to new heights!
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Steven Sacchi, SVP, PROCUREMENT & CORP INSURANCE, Mutual of America Financial Group
Tony Tiscornia, CHIEF FINANCIAL OFFICER, Coupa Software
The past year has been a demanding balancing act as companies face economic uncertainty, supply chain disruption, and pressure to remain profitable as costs rise. In a recent survey of over 600 CFOs, 93% shared that automation would better help them respond to these external forces. Join Coupa to understand how a robust business spend management practice can help finance leaders:
-Maximize spend under management, gain better visibility into working capital and optimize cash flow
-Standardize sourcing and procurement processes across your global entities
-Unlock data and analytics from your ERP
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Monica Proothi, PARTNER, GLOBAL FINANCE TRANSFORMATION L, IBM
Vasanti Pillutla, Associate Partner, Global Transformation, IBM
Lucas Juarez, Partner, Global Finance Transformation,
Shobhit Varshney, IBM, IBM
The emergence of many new technologies and evolution of cloud computing are increasing productivity & helping organizations yield foresight by leveraging Automation, AI, ML, & modeling to predict future performance. Finance systems have been evolving, bringing new benefits to enterprises that adopt them. However, many aren’t fully aware of what new solutions are available in the market & the exponential benefits that can be achieved. Addressing challenges & enabling finance functions to evolve should start with a finance vision & a strategic finance led technology roadmap for transformation.
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Amanda Joseph-Little, VP, Team Manager, Gartner
Finance transformation leaders must decide how to structure their teams based on their organization's level of expertise, resourcing and urgency for transformation. This session describes four common archetypes of finance transformation team structure and outlines the strengths and weaknesses of each.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 01:00 PM - 02:00 PM EDT
Matt Castonguay, SVP - FINANCE, ANALYTICS & SUPPLY CHAIN, Team Car Care dba Jiffy Lube
Daniel Wesley, CTO - PLANNING & ANALYTICS, Workday
Join us to explore how AI and Machine Learning are reshaping financial planning and analysis, and beyond. Hear how Team Car Care is leveraging innovative AI technologies to drive real-time action for their business operations today. Together, we will uncover additional use cases applicable now and in the future, and discuss critical technology and architectural considerations that enterprises need to consider on this journey. Don't miss this opportunity to learn how you can take the next steps to prepare your organization to gain the benefits of AI and Machine Learning today and in the future.
Doors open for lunch at 1:00 PM. Session begins at 1:30 PM.
Wednesday, May 31, 2023 / 01:10 PM - 01:30 PM EDT
Robin Grosset, CHIEF TECHNOLOGY OFFICER, MindBridge
Ryan Mitchell, FINANCE DIGITAL DELIVERY MANAGER, Chevron
Over several years, Chevron has invested significantly in data infrastructure, human capital, and algorithm development to understand their data-driven business. Though progress was made, it wasn't until Chevron met MindBridge.ai at the Gartner CFO Conference in 2022 that they discovered a truly scalable technology, delivering meaningful insight into financial operations. Attend this theater session to learn how MindBridge has unlocked Chevron's data landscape, helped prioritize high-risk business processes, and minimized unknown financial risk.
Wednesday, May 31, 2023 / 01:35 PM - 01:55 PM EDT
Danny Thompson, SVP - MARKET & PRODUCT STRATEGY, APEX Analytix, LLC
The most advanced supplier risk management organizations have pivoted to a new forward-looking risk management model. One that continuously monitors the full spectrum of known risks (financial, fraud, cyber, ESG) and looks for signs of previously undefined threats.
This is done by integrating supplier risk management at every stage of the supplier life cycle for every supplier. From onboarding to ongoing management, companies are able to continuously analyze supplier data with AI to raise alerts for remediation when elevated levels of risk are detected.
Wednesday, May 31, 2023 / 02:00 PM - 02:20 PM EDT
Ken Mertzel, GLOBAL INDUSTRY LEADER, FINANCIAL SVCS, Automation Anywhere
In today's challenging economic climate, Finance is expected to do more with fewer resources. Intelligent automation can streamline accounts payable operations, improve cash flow from billing and collections, and automate manual accounting processes. Join us to discover how scaling user-friendly automation across the organization has empowered Finance to increase process efficiency by 15-20% and reduce DSO by 2-5 days, while strengthening controls. Don't miss this chance to transform Finance and become a strategic innovation partner to the business.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Marco D'Ascoli, Director Analyst, Gartner
Increasingly frequent and complex finance transformations can lead to employee fatigue, putting project success at risk. This session describes how finance transformation leaders can shift their change strategy from top-down to a business-led, employee-centric approach that ensures success.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Matthew Tillman, CEO, OpenEnvoy
Rafaela Nunes, HEAD OF DIGITAL NORTH AMERICA, CMA CGM
Users of traditional workflow systems for AP automation are currently dealing with department turnover and not realizing the cost savings they anticipated. Conventional AP automation solutions essentially transfer the cost from the finance team to the business, effectively negating the anticipated ROI.
Join Matthew Tillman, CEO of OpenEnvoy, and learn how to leverage AI to automate your AP function from start to finish, do away with human reviews and approvals, and generate major cost savings for your company. In essence, manage AP as a department of one.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Jim Rich, GENERAL MANAGER, AMERICAS, Board
Jennifer Buchanan, PARTNER, CFO Solutions
Jeremy Hall, SENIOR MANAGER OF FINANCIAL SYSTEMS AND, OTC Industrial Technologies
Adam Hancock, Senior Director, Financial Planning & Analysis, EBSCO Industries Inc.
Today’s finance leaders wear multiple hats. They don’t just control purse strings anymore. They need to drive growth—and are uniquely positioned to do so. Hear how forward-thinking leaders from OTC, Eversource, and EBSCO are driving transformation with Board Intelligent Planning. Plus, learn how your organization can achieve comparable results faster than you think.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Jason Kurtz, SENIOR ADVISOR, Accel-KKR Company LLC
The role of the CFO has certainly changed over time. And where some of the CFO’s challenges remain the same year over year, others are less precedented, such as the current and future labor market (both its shortage and remote-first prominence), global inflation, and the ongoing need for businesses to become the ‘customer of choice’ for their suppliers. Join our session, where we’ll hear from first-hand experiences and reveal how with the right, modern technologies your organization will remain resilient, and your finance function will ensure success.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
James Paterson, VP AND GENERAL MANAGER, CCH TAGETIK NA, Wolters Kluwer
Remaining resilient with today’s disruptive economy and new ESG and regulatory requirements requires the strategic prioritization of enterprise-wide planning. Adopting a digital solution for planning across financial, operational and regulatory can enable the decision-centric approach you need to empower your finance transformation journey. In this session you’ll learn the five steps to evolve your planning, and how your organization can become more agile, efficient, and profitable for today and tomorrow.
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
David Dixon, PARTNER, IBM Corporation
Lucas Juarez, Partner, Global Finance Transformation,
Through transformation, finance teams can evolve from reactionary, transactional work, to relational, value-generating, and strategic engagement activities. This shift in focus enables finance to provide strategic input that supports a more integrated, responsive company—one where new requirements can be met with optimized solutions. Join this interactive discussion, moderated by IBM, to gain insights from our finance professionals about how the role of finance is evolving to adopt new strategies, processes, data, people and technologies that help drive better business outcomes.
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
Chad Soltman, VP, STRATEGIC SOLUTIONS, BlackLine
Intercompany is an essential part of any financial transformation. Organizations are investing in technology and optimization initiatives, and intercompany is front and center for global processes that are primed to positively impact the organization. But transforming your intercompany takes a process and technology approach. Join this roundtable discussion led by Chad Soltman, VP Strategic Solutions at BlackLine, to uncover emerging trends in intercompany transformation and learn how your organization can prepare.
Wednesday, May 31, 2023 / 04:50 PM - 05:10 PM EDT
Amar Shah, CHIEF FINANCIAL OFFICER, R.J. O'Brien & Associates, LLC
Adam Mcdonagh, SVP SALES, SoftCo
Hear from Amar Shah, Chief Financial Officer at RJ O’Brien how his organization approached the automation of their Accounts Payable function. Amar will share their entire journey experience, from market research, vendor selection and going live. Understand the pitfalls to look out for, the hard questions to ask and the stakeholders to involve to ensure project success.
Wednesday, May 31, 2023 / 06:35 PM - 06:55 PM EDT
Phillip Nifong, SALES DIRECTOR FINANCE AND REFERENCE DATA, Informatica
Susan Wilson, GVP, SOLUTION SALES, Informatica
As organizations face mounting pressure in today's volatile market, the CFO's office must guide the business through uncertainties. Improving reporting, visibility, and audit tracking requires an intelligent approach as organizations increasingly depend on trusted data to gain insights into their finances. In this session, Informatica experts will explore how to simplify reporting and automate repetitive tasks that fuel growth, control costs, and mitigate risks. Whether you're just starting to find efficiencies or making a major finance transformation, you will learn valuable insights.
Thursday, June 01, 2023 / 10:00 AM - 10:20 AM EDT
Scott Simpson, SENIOR VICE PRESIDENT, Capital One Trade Credit
Traditional accounts receivable management is becoming outmoded as business customers demand a more consumer-like, frictionless purchase-to-payment experience. Amid the challenges of supply chain disruption, inflation, and increasing competition, suppliers can not afford clunky, manual processes that stifle their cash flow and frustrate their customers. In this session, learn how to get ahead of your competition by transforming AR from a cumbersome DIY function to a game-changer that wows current customers, attracts new ones, and strengthens cash flow.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Geraldine Garaud, Director Analyst, Gartner
After agreeing upon a strategy, a lack of discipline is the key barrier to finance transformation. On paper, organizations determine the transformation but underestimate the execution challenges, especially the cultural shift required by finance employees. Sixty-nine percent of finance transformation leaders agree that their organization’s transformation is moving slower than expected. Join this session for advice on how to get your finance transformation back on track.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Bill North, AVP, NORTH AMERICA, Sidetrade
Bill Lehmann, CREDIT DIRECTOR, HPE
Jessica Groopman, DIRECTOR OF DIGITAL STRATEGY & INNOVATIO, Intentional Futures
How do finance leaders leverage Invoice-to-Cash transformation to become more connected and dynamic? They think differently about people, process, technology & data. In this fireside chat, join Sidetrade, HPE & Intentional Futures to discuss the finance transformation trends redefining how CFOs think about the future of Invoice-to-Cash to:
• Create a cultural shift in the business to focus on advanced data, AI & prescriptive analytics
• Invest in technology that goes beyond driving efficiencies
• Retain teams by enabling employees with technology & data
• Establish a tighter partnership between finance and IT
• Put Invoice-to-Cash transformation into practice with HPE
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Scott Moyer, DIR., SOLUTION MARKETING, Workday
Ronald Lewis, SVP DIRECTOR OF FINANCIAL TRANSFORMATION, KeyBank
Many view Finance Transformation as “elective open-heart surgery”, something done rarely and only if your life depends on it. KeyBank saw it as a rare opportunity to reimagine an autonomous future for finance and accounting. The key? Leveraging clear, pristine data in new ways to meet the current and evolving needs of finance and the wider business. Join the session to learn how you can get started and improve on your finance transformation to unlock the power of data and provide deep insights, in real-time with AI.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Marney Butler, SR MANAGER REVENUE ACCOUNTING AND SYSTEM, Starbucks
Michael Polaha, SR VP OF FINANCE, BlackLine Systems
Molly Boyle, HEAD OF SOLUTIONS STRATEGY & MARKETING, BlackLine Systems
Amidst continued change and disruption, F&A leaders remain focused on transforming processes to deliver reliable data faster. Yet, factors like unreasonably high expectations and insufficient resources contribute to a 70% transformation failure rate, according to McKinsey.
Hear from technology and accounting leaders from BlackLine and Starbucks as they discuss:
• Strategies for identifying optimization opportunities
• Building a culture of embracing change
• Delivering measurable results, one use case at a time
Thursday, June 01, 2023 / 12:45 PM - 01:05 PM EDT
Sean Brophy, HEAD OF GLOBAL SALES, Pigment
Walter Harris, SVP, PERFORMANCE MEASUREMENT AND BUSINES, AARP
Walter Harris, AARP’s SVP of Performance Measurement and Business Analysis, was tasked to build and lead an organization to leverage the wealth of membership data. Learn how Walter’s team partnered with Pigment to grow and retain their membership base with the aspirations of connecting the plans across the entire enterprise.
In this session, we will cover:
An overview of AARP's decision-making challenges and how Pigment helped to address them
How Pigment helped AARP to collect, analyze, and interpret large amounts of data to make informed decisions
Thursday, June 01, 2023 / 01:35 PM - 01:55 PM EDT
David Woodall, DIRECTOR, R2R & FINANCE OPERATIONS ADVIS, Trintech
Gayla Steiner, VP, SALES, Trintech
During this session, you will learn why Nationwide prioritized the adoption of automation to modernize their balance sheet reconciliation process that resulted in reduced hours spent on the reconciliation and close process each month, improved reporting accuracy and freed up time for their accounting teams to refocus on providing strategic insights.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Jeff Augustin, VICE PRESIDENT GLOBAL BUSINESS SERVICES, Merck
For finance departments prioritizing improvements in cash flow, operating costs or overall productivity, the core levers are well understood. It’s the “how” of these improvements that presents the actual challenge.
Process mining is a powerful methodology that can help you accelerate your finance transformation by providing an end-to-end view of your business processes and identifying areas for improvement. In this session, Finance leaders will see real-life examples of how Merck & Co has used process mining to drive its finance transformation and capture measurable value.
Thursday, June 01, 2023 / 02:45 PM - 03:30 PM EDT
Michael Tannenbaum, CHIEF FINANCIAL OFFICER AND CHIEF OPERAT, Brex
Today companies are hiring across the globe from the outset, yet executing a successful global strategy is easier said than done. In this session, we will discuss both best practices and pitfalls to avoid when it comes to scaling global teams to drive business outcomes. We also invite participants to share use cases for assessing and implementing new technologies to advance finance transformation across key areas for global businesses, including payments, ERP, payroll, HRIS, talent management, end-to-end processes and more.
Wednesday, May 31, 2023 / 11:00 AM - 11:20 AM EDT
Jan Ambergen, Sr Director Analyst, Gartner
The F&A BPO Magic Quadrant delivers a summary of 2023’s vendor evaluation. This session will help CFOs on their sourcing and evaluation mission to select the most suitable outsourcing provider for digital transformation services by sharing 2023 key market trends.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Nisha Bhandare, VP Analyst, Gartner
As business environment becomes increasingly dynamic, CFOs need to develop new and quicker ways to support the business. Learn how finance can increase agility and deliver innovation quickly by embracing a composable technology strategy that transforms their technology to be modular, flexible and adaptive to business needs.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Sashi Narahari, CEO,
In the last 17 years, HighRadius has run 2400+ AI-driven transformation projects for clients such as 3M, Unilever, Anheuser-Busch InBev, Sanofi, Kellogg’s, & Danone. This has helped HighRadius find answers to key decisions about AI that leaders must navigate. Will AI kill back-office roles? Which processes are ripe for AI disruption? Which use cases are vaporware? And how can you save your AI-led transformation from becoming a never-ending science project?
Join this session to navigate the AI buzz & drive successful AI transformation projects that create real business value beyond the hype.
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Matt Wright, SVP CUSTOMER SUCCESS, Appzen
Anant Kale, CEO, AppZen
With the buzz around ChatGPT, AI is everywhere, but it’s not just for writing the next great novel. Large language models (LLMs) like GPT have the potential to significantly impact finance teams by enabling more efficient and accurate processing of financial data and improving communication between companies, customers, and suppliers. LLMs can be used for tasks like processing transactions, accounting, budgeting, forecasting, risk management, and fraud detection. In this session, we will explore practical applications of LLMs for finance that are available today and being built for the future.
Wednesday, May 31, 2023 / 12:30 PM - 12:50 PM EDT
Tamara Shipley, VP Analyst, Gartner
Integrated invoice-to-cash applications help organizations improve their collections processes, drive cash flow and enhance the customer experience. This session delivers focused insight into vendors' product offerings and will enable finance leaders to identify vendors that best fit their digital transformation.
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
The prospect of an autonomous finance organization is compelling but getting started seems complex and difficult. This session introduces the AI-forward framework that includes the steps that leading companies are taking to bridge the gap between the semi-automated function of today to an autonomous finance organization of tomorrow.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:00 PM - 02:20 PM EDT
Ken Mertzel, GLOBAL INDUSTRY LEADER, FINANCIAL SVCS, Automation Anywhere
In today's challenging economic climate, Finance is expected to do more with fewer resources. Intelligent automation can streamline accounts payable operations, improve cash flow from billing and collections, and automate manual accounting processes. Join us to discover how scaling user-friendly automation across the organization has empowered Finance to increase process efficiency by 15-20% and reduce DSO by 2-5 days, while strengthening controls. Don't miss this chance to transform Finance and become a strategic innovation partner to the business.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Gurkan Salk, CPO DYNAMICS 365 FINANCE, HR AND PROJECT, Microsoft Corporation
AI and automation can free up valuable time for finance to focus on work that drives business strategy and innovation, with 82% of finance leaders finding both to be very important. However, these leaders also reported significant challenges in realizing the value of these tools due to the overwhelming complexity. Together we will tackle the biggest adoption blockers and best practice solutions that truly transform how finance work gets done.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Jason Kurtz, SENIOR ADVISOR, Accel-KKR Company LLC
The role of the CFO has certainly changed over time. And where some of the CFO’s challenges remain the same year over year, others are less precedented, such as the current and future labor market (both its shortage and remote-first prominence), global inflation, and the ongoing need for businesses to become the ‘customer of choice’ for their suppliers. Join our session, where we’ll hear from first-hand experiences and reveal how with the right, modern technologies your organization will remain resilient, and your finance function will ensure success.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
James Paterson, VP AND GENERAL MANAGER, CCH TAGETIK NA, Wolters Kluwer
Remaining resilient with today’s disruptive economy and new ESG and regulatory requirements requires the strategic prioritization of enterprise-wide planning. Adopting a digital solution for planning across financial, operational and regulatory can enable the decision-centric approach you need to empower your finance transformation journey. In this session you’ll learn the five steps to evolve your planning, and how your organization can become more agile, efficient, and profitable for today and tomorrow.
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Frances Karamouzis, Distinguished VP Analyst, Gartner
Hyperautomation and intelligent automation investments continue unabated. Yet, only a small percentage of organizations can showcase value or benefits that are identifiable, traceable and auditable. In this presentation, we showcase the proof points of hyperautomation by providing case studies from Gartner's Hyperautomation 100 Club that are case studies that have delivered over 100 million dollars in value or triple-digit benefits.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Nisha Bhandare, VP Analyst, Gartner
An organization's technology roadmap should have the flexibility to manage disruptions, future-proof the business while enabling competitive advantage within the industry. Learn how progressive organization govern and optimize their technology roadmap to increase agility. (Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 07:00 PM - 07:20 PM EDT
Bradley Killinger, CEO, Sapience Analytics
At the juxtaposition of today’s modern workplace challenges and a historically fundamental finance principle lies the opportunity for businesses to quickly save millions. The opportunity is eloquent in its simplicity and transformational in its ability to materially improve a company’s bottom line. Join this session to start your company down the path of huge savings within only 90 days using Sapience.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Emily Riley, Sr Director, Research, Gartner
With cost pressures and macroeconomic headwinds compressing margins, digitalization is key to maintaining sustainable profitability, whether via new digital revenue or improved organizational productivity. Yet, 67% of companies do not realize the intended benefits from enterprise digital spending. This session will share how progressive CFOs are driving greater enterprise digital cohesion to realize better business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
FP&A technology is underutilized and organizations continue to turn to Excel to manage their planning processes. This session addresses the evolutionary path FP&A technology will take in the next three to five years, the impact it will have on the FP&A organization, and key actions FP&A leaders can take now to maximize their investment and avoid costly mistakes.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Robert Naegle, VP Analyst, Gartner
A cloud migration of business and/or IT capabilities into a cloud based model can have significant impact on technology spend, accounting approaches and tax treatments. Are you ready?
What will you do about budgeting for dynamic cloud consumption? What return are you expecting? What adjustments will need to be made to depreciation and capitalization practices?
This session will look at 3 critical cloud conversations you should have now with your CIOs.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Holly Mckenzie, PARTNER, PwC
David Shebay, PRINCIPAL, PricewaterhouseCoopers
Wendy Zelond, SVP FINANCE, UTILITIES, Washington Gas
With a goal to enable speed and agility, CFOs are looking to drive autonomous finance through innovation & accelerate their capabilities. This requires access to rapidly deployable proven solutions, flexible/specialized talent, intelligent automation, proactive insights & fresh ideas.
Boundaries are blurring between business & IT on their transformation journeys. CFOs & Finance execs are playing an elevated role in innovation & becoming a key partner in value creation.
Learn how PwC clients use Managed Services to amplify their transformation investments and accelerate their outcomes.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Bill North, AVP, NORTH AMERICA, Sidetrade
Bill Lehmann, CREDIT DIRECTOR, HPE
Jessica Groopman, DIRECTOR OF DIGITAL STRATEGY & INNOVATIO, Intentional Futures
How do finance leaders leverage Invoice-to-Cash transformation to become more connected and dynamic? They think differently about people, process, technology & data. In this fireside chat, join Sidetrade, HPE & Intentional Futures to discuss the finance transformation trends redefining how CFOs think about the future of Invoice-to-Cash to:
• Create a cultural shift in the business to focus on advanced data, AI & prescriptive analytics
• Invest in technology that goes beyond driving efficiencies
• Retain teams by enabling employees with technology & data
• Establish a tighter partnership between finance and IT
• Put Invoice-to-Cash transformation into practice with HPE
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Stephen Faulkner, VP GLOBAL INDUSTRY CFO LEAD, UiPath
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
Artificial Intelligence, NLP, and Automations offer a unique innovation that is increasingly adopted by world-class finance teams. Participate in customer and peer-to-peer discussions facilitated by UiPath to discuss key opportunities to expand the adoption of emerging AI technologies and AI solutions.
Thursday, June 01, 2023 / 12:00 PM - 12:20 PM EDT
Regina Crowder, Sr Director Analyst, Gartner
Financial planning software supports efforts for digital transformation within financial planning, budgeting, forecasting, modeling and performance reporting. CFOs can use this research to assess vendors that may be best suited to offer technology solutions for their FP&A processes.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
The only way to solve today’s talent crises, labor shortages and employee burnout is with work design that empowers human adaptability. Intelligent technology must also be unleashed to automate ethically. The future requires workforce autonomy and autonomous systems melded to drive sustainable growth.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Jim McGittigan, VP Analyst, Gartner
CFOs should collaborate with CIOs to ensure they are running IT like a business and effectively managing their IT budget. They should then build a partnership with the CIO to ensure all IT and other technology spend is measured and effectively optimized, regardless of who owns the budget.
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Geraldine Garaud, Director Analyst, Gartner
Finance transformation complexity is consistently rising — most finance transformations today will feature a diversity of data, people, processes, technology and delivery model initiatives. This complexity amplifies the need to make smart up-front investments in finance transformation strategy development support. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share your experiences and gain insight from peers on how to best navigate the finance transformation strategy consulting market.(Credits: 0.4; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Vladi Shunturov, PRODUCT LEAD, BILLING & REVENUE AUTOMATI, Stripe
This session will focus on the importance of unifying sales, revenue, and finance operations for finance leaders looking to accelerate growth. In today’s business landscape, companies are facing economic uncertainty and the challenge of streamlining operations across these key areas. We will explore how Stripe can be leveraged to build more efficient processes and generate new revenue streams. By attending this session, you’ll learn strategies for unifying operations, reducing silos, and improving cross-functional collaboration with the goal of driving efficient growth.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Milosh Nedic, SVP FINANCE & STRATEGY, Avalara
With a potential recession looming, CFOs need to adjust their strategies to continue running an efficient and compliant business with less budget and fewer resources. And fewer resources within finance may not be just a temporary, recession driven issue – we’re seeing that finance roles are getting harder and harder to fill, with less people entering the field as a career. With both things in mind, automating key finance tasks wherever possible is going to become a necessity.
Thursday, June 01, 2023 / 02:45 PM - 03:30 PM EDT
Michael Tannenbaum, CHIEF FINANCIAL OFFICER AND CHIEF OPERAT, Brex
Today companies are hiring across the globe from the outset, yet executing a successful global strategy is easier said than done. In this session, we will discuss both best practices and pitfalls to avoid when it comes to scaling global teams to drive business outcomes. We also invite participants to share use cases for assessing and implementing new technologies to advance finance transformation across key areas for global businesses, including payments, ERP, payroll, HRIS, talent management, end-to-end processes and more.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Irmina Melarkode, Director Analyst, Gartner
Controllers are seeking opportunities and guidance on how to successfully automate the core of accounting processes — which technologies to leverage and how to gain their trust to meet compliance and accounting standards. In this session, you will learn about the path to autonomous accounting in the consideration of composable finance technology strategy. We will help answer questions about when to automate and standardize. (Credits: 0.8; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Technology is becoming more important than ever, acting as a source and differentiating factor for CFOs to support their business optimize, grow and transform. However 60% of finance leaders still don't have a clear technology roadmap or framework to guide their technology decisions. This session will equip finance leaders with best practices to incorporate into their technology roadmap process.
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Jim McGittigan, VP Analyst, Gartner
Explore the need to better understand both IT and other technology spend across the enterprise. Assess and define what technology spend you should be tracking at an enterprise level and why. Implement visibility and governance over enterprise technology spending so that both cost and value are clearly understood and effectively optimized.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Frances Karamouzis, Distinguished VP Analyst, Gartner
Hyperautomation and intelligent automation investments continue unabated. However, the most elusive element is still a struggle — aligning the initiatives with a clear, unambiguous, direct line of site to value and the overall journey to autonomous finance. In this session, we will provide direct links to automation, augmentation and autonomy.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
What technologies are other finance organizations really using? Separate hype from reality in this session and learn about the technology investments other finance organizations are making. Gain a research-based understanding of various technologies’ current usage and perceived value, as well as where finance leaders intend to place technology bets in the near future.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Stephen Thomaidis, VP, NORTH AMERICAN FINANCE COE, SAP America
Melissa Ahrendt, DIRECTOR FINANCE, Perrigo Company
Industry leaders thrive, even in the most challenging times. To stay ahead of the curve, these leaders rely on finance organizations laser-focused on operational excellence, providing strategic insights, and quickly navigating competitive pressures. In this session, you'll discover how leading healthcare brand Perrigo plans to leverage cutting-edge finance automation and insight to unlock growth, scale its operations more efficiently, to become even more agile and resilient in the face of uncertainty. Don't miss this opportunity to learn from the best and take your organization to new heights!
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Marc Kerremans, VP Analyst, Gartner
The finance function’s ability to deliver on its data & analytics promise to drive improved business decision making gets constrained by the lack of visibility and insights into what is happening in the daily ways of working. Process mining will continuously provide insights into improving and optimizing speed, quality and efficiency and prepare processes for new ways of operating.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Gurkan Salk, CPO DYNAMICS 365 FINANCE, HR AND PROJECT, Microsoft Corporation
AI and automation can free up valuable time for finance to focus on work that drives business strategy and innovation, with 82% of finance leaders finding both to be very important. However, these leaders also reported significant challenges in realizing the value of these tools due to the overwhelming complexity. Together we will tackle the biggest adoption blockers and best practice solutions that truly transform how finance work gets done.
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
Chad Soltman, VP, STRATEGIC SOLUTIONS, BlackLine
Intercompany is an essential part of any financial transformation. Organizations are investing in technology and optimization initiatives, and intercompany is front and center for global processes that are primed to positively impact the organization. But transforming your intercompany takes a process and technology approach. Join this roundtable discussion led by Chad Soltman, VP Strategic Solutions at BlackLine, to uncover emerging trends in intercompany transformation and learn how your organization can prepare.
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Tamara Shipley, VP Analyst, Gartner
Finance Transformation leaders must embrace technology to identify and implement process improvements that will have the biggest impact on outcomes. This session outlines the importance of defining process excellence and identifying the most worthy areas to improve and showcases how automation and optimization technology like process mining and AI and ML is changing the game. Learn how to leverage and equip process improvement teams to implement technology-driven improvements and achieve finance process excellence. (Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:00 AM - 10:20 AM EDT
Scott Simpson, SENIOR VICE PRESIDENT, Capital One Trade Credit
Traditional accounts receivable management is becoming outmoded as business customers demand a more consumer-like, frictionless purchase-to-payment experience. Amid the challenges of supply chain disruption, inflation, and increasing competition, suppliers can not afford clunky, manual processes that stifle their cash flow and frustrate their customers. In this session, learn how to get ahead of your competition by transforming AR from a cumbersome DIY function to a game-changer that wows current customers, attracts new ones, and strengthens cash flow.
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Nick Duffy, Director Analyst, Gartner
Process mining plays a fundamental role in creating visibility and removing constraints that slow digital process transformation. It can lay the groundwork for CFOs to drive process speed, quality and efficiency. In this session, we will answer your questions on how process mining can support and even accelerate finance process optimization goals. (Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Navin Gupta, EXECUTIVE VICE PRESIDENT, Datamatics
Som Venkatanarayan, CFO, GATEGROUP NA, gategroup
Mark Brousseau, President, Brousseau & Associates
CFOs can lead digital transformation initiatives within their organizations with strategies around integrating Automation, AI and platforms into financial operations to increase efficiency, reduce costs, and improve decision-making. In this session learn how Gate Gourmet built efficiencies in their key finance processes using technology; understand how they built scalability and flexibility to handle seasonal fluctuations and uncertainties.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Marney Butler, SR MANAGER REVENUE ACCOUNTING AND SYSTEM, Starbucks
Michael Polaha, SR VP OF FINANCE, BlackLine Systems
Molly Boyle, HEAD OF SOLUTIONS STRATEGY & MARKETING, BlackLine Systems
Amidst continued change and disruption, F&A leaders remain focused on transforming processes to deliver reliable data faster. Yet, factors like unreasonably high expectations and insufficient resources contribute to a 70% transformation failure rate, according to McKinsey.
Hear from technology and accounting leaders from BlackLine and Starbucks as they discuss:
• Strategies for identifying optimization opportunities
• Building a culture of embracing change
• Delivering measurable results, one use case at a time
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Kael Kelly, VP DEMAND GENERATION, Avalara
Melissa Dallmeyer, GLOBAL HEAD OF ENTERPRISE PARTNERSHIPS, Avalara
Indirect tax compliance is a regulatory requirement that you must get right. Yet Finance and Accounting functions still struggle with complicated manual processes from looking up tax laws on DOR websites to manually reviewing and processing forms and data. Tax automation is a quick win that many Controllers and Finance leaders may be missing. Learn about how new technologies like machine learning and cloud technologies are reducing friction, freeing up scarce resources, and ensuring your Finance teams are at their highest and best use and making the biggest impact for your company.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Jeff Augustin, VICE PRESIDENT GLOBAL BUSINESS SERVICES, Merck
For finance departments prioritizing improvements in cash flow, operating costs or overall productivity, the core levers are well understood. It’s the “how” of these improvements that presents the actual challenge.
Process mining is a powerful methodology that can help you accelerate your finance transformation by providing an end-to-end view of your business processes and identifying areas for improvement. In this session, Finance leaders will see real-life examples of how Merck & Co has used process mining to drive its finance transformation and capture measurable value.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Ryan Madden, SENIOR DIRECTOR, FINANCIAL OPERATIONS, OneSpan
Sarah-Jayne Martin, GLOBAL DIRECTOR, AR PRACTISE, Quadient
Debt collection may be an age-old activity. But your strategies to manage it must evolve with the times.
Customers are dealing with inflation, rising interest rates and clogged supply chains. Your collections notifications are not top of mind for them.
This session will cover:
• Using technology to design workflows that better engage customers.
• The importance of two-way communication and how to build it into your collections.
• Creating a prioritization strategy that enables you to control AR risk.
• Key strategies that align AR and sales.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Colin Glazier, VP SOLUTIONS, Zip Inc.
In today’s economy, CFOs face pressure to optimize spend by increasing adoption of purchasing controls. Yet achieving this means more than just policy and digitized processes: CFOs need trust. Achieving Autonomous Finance leads to hyper-automation, but businesses need a solid foundation first, built on stakeholder collaboration. In this fireside chat, Christopher Kee, VP, Sourcing & Procurement at Northwestern Mutual, and Colin Glazier, VP, Procurement Solutions at Zip, discuss how intake-to-procure solutions enhance visibility and trust between finance and stakeholders to drive spend control.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Renee Fan, Director, Technology & Strategy Advisory, Freeport LNG
Rob Jackson, PRINCIPAL SOLUTIONS ARCHITECT, Serrala Solutiions US
Discover how FLNG went through a multi-year digital transformation to centralize and standardize finance and accounting data to meet its intensive internal and external financial reporting requirements. Fully digitized processes enable the company to stay ahead of dynamic market conditions and keep operations flowing. As a result of this transformation the liquid natural gas company now benefits from real-time cash flow reporting and forecasting, reduced period-end reporting efforts, and a future-proof solution that will support the company’s continued growth.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Pritika Bhattacharjee, VP, Research, Gartner
Poor cross-functional collaboration in the planning cycle results in multiple plans focused on maximizing departmental goals but not necessarily aligned with enterprise-wide strategy. The finance function is strongly positioned to help drive and contribute leadership to collaborative enterprise planning efforts. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share your experiences and gain insight from your peers on processes and technologies that support integrated operational planning.
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Tamara Shipley, VP Analyst, Gartner
The global process owner (GPO) role is a must-have role in ensuring focus and accountability for standardizing and improving end-to-end processes like P2P, O2C and R2R that are often executed across functions, business units and geographies. This session outlines a GPO's key responsibilities and competencies, where they should report, how to kickstart a GPO program and measure their success.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 10:30 AM - 10:50 AM EDT
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
CFOs increasingly use AI and machine learning to automate financial processes, improve decision-making, and gain insights into their business operations. Join us to learn how the use of technologies such as AI, machine learning, and purpose-built intelligent tools have such a compelling impact on customer experience and an ROI that the use of these AI technologies has become a key strategic imperative.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Kristin Moyer, Distinguished VP Analyst, Gartner
Environmental sustainability is fast catching digital as a change driver. CEOs view CFOs as a the top role to collaborate on sustainability. World class sustainability CFOs simplify complexity, operationalize change and champion growth.
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Dennis Gannon, VP Analyst, Gartner
In times of economic uncertainty, it is absolutely vital that CFOs are able to provide assurance to their boards that the organization is prepared for the unknown. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share how to form a strong relationship with the board, and the tactics that CFOs can use during and between board meetings to be a more effective partner.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Marcus Marion, Sr Director Analyst, Gartner
As digital investments become more prevalent, CFOs must understand the strategic business outcomes their organization hopes to realize through digital technologies and guide digital spending to best achieve those results. CFOs must help their leadership teams establish clear digital business strategies encompassing digital business optimization and transformation to prevent misplaced digital expenditures and ensure business and financial outcomes necessary for future success.
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Jim McGittigan, VP Analyst, Gartner
CFOs should collaborate with CIOs to ensure they are running IT like a business and effectively managing their IT budget. They should then build a partnership with the CIO to ensure all IT and other technology spend is measured and effectively optimized, regardless of who owns the budget.
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Vaughan Archer, Sr Director Analyst, Gartner
Economic uncertainty and funding constraints mean this era of digital investments will need to be offset with cost savings. But only 11% of cost initiatives result in sustained savings, harming shareholder value and financial credibility. Join this session to learn how CFOs overcome stakeholder apathy by delivering compelling cost narratives that motivate budget holders to work with rather than against finance.(Credits: 0.8; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Babu Sivadasan, CEO, JIFFY.ai
Krishnan Raghunathan, Head - F&A and International Delivery Ce, WNS Global Services Ltd.
Finance organizations are constantly seeking ways to optimize processes and gain real-time visibility into finance data. JIFFY.ai, in collaboration with WNS, a prominent F&A BPM company, presents real-life use cases of transformations across key areas like Procure-to-Pay, Order-to-Cash, and Record-to-Report. The examples demonstrate how organizations can evolve into autonomous functions, resulting in lower operational costs, improved customer experiences, and actionable insights.
Join this session to explore how your organization can boost efficiency and build the F&A function of the future.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Composable technology is gaining traction among finance to enable agility and innovation in a dynamic business environment. Learn how to use finance capability framework as the first step in building a composable technology roadmap to visualize tradeoffs and align technology decisions with strategic objectives that maximize business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Dennis Gannon, VP Analyst, Gartner
As CFOs invest further in digital technology to support the autonomy of the finance function, their playbooks for managing finance cost must change. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to talk about strategies for driving efficiency in finance, as more and more of the cost base is consumed by technology expenses and a key finance digital talent becomes ever more expensive.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Matthew Tillman, CEO, OpenEnvoy
Rafaela Nunes, HEAD OF DIGITAL NORTH AMERICA, CMA CGM
Users of traditional workflow systems for AP automation are currently dealing with department turnover and not realizing the cost savings they anticipated. Conventional AP automation solutions essentially transfer the cost from the finance team to the business, effectively negating the anticipated ROI.
Join Matthew Tillman, CEO of OpenEnvoy, and learn how to leverage AI to automate your AP function from start to finish, do away with human reviews and approvals, and generate major cost savings for your company. In essence, manage AP as a department of one.
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Jo Ann Rosenberger, Distinguished VP, Advisory, Gartner
CFOs and executive finance leaders will see how to use three financial models for leverage and bargaining power as this session walks through three technology and cloud negotiation scenarios. Attendees will see how to take simple and ready-to-use templates and checklists to enhance their organization's negotiation playbook using the financial models TCA/TCO, NPV, and cash flow vs. P&L impact for negotiation leverage and bargaining power.
Wednesday, May 31, 2023 / 07:00 PM - 07:20 PM EDT
Bradley Killinger, CEO, Sapience Analytics
At the juxtaposition of today’s modern workplace challenges and a historically fundamental finance principle lies the opportunity for businesses to quickly save millions. The opportunity is eloquent in its simplicity and transformational in its ability to materially improve a company’s bottom line. Join this session to start your company down the path of huge savings within only 90 days using Sapience.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Emily Riley, Sr Director, Research, Gartner
With cost pressures and macroeconomic headwinds compressing margins, digitalization is key to maintaining sustainable profitability, whether via new digital revenue or improved organizational productivity. Yet, 67% of companies do not realize the intended benefits from enterprise digital spending. This session will share how progressive CFOs are driving greater enterprise digital cohesion to realize better business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
FP&A technology is underutilized and organizations continue to turn to Excel to manage their planning processes. This session addresses the evolutionary path FP&A technology will take in the next three to five years, the impact it will have on the FP&A organization, and key actions FP&A leaders can take now to maximize their investment and avoid costly mistakes.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Marcus Marion, Sr Director Analyst, Gartner
Many organizations have made significant digital investments to transform and optimize business operations. Unfortunately, a corresponding investment in change management is not made in many instances, resulting in diminishing digital ROI. This session will discuss how best-in-class organizations establish change management plans that promote digital ROI preservation.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:30 AM EDT
Dennis Gannon, VP Analyst, Gartner
Rob Rodgers, Business Development Director, Gartner
CFOs cannot rely on forward-looking planning to drive capital allocation decisions amid this environment. They need to pivot organizational capital decisions. In this exclusive Invitational Program session, you will discover how to take an “activist” posture towards investment and capital allocation decisions, and how to drive successful outcomes with behaviors and processes tailored for investing in the face of uncertainty.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Navin Gupta, EXECUTIVE VICE PRESIDENT, Datamatics
Som Venkatanarayan, CFO, GATEGROUP NA, gategroup
Mark Brousseau, President, Brousseau & Associates
CFOs can lead digital transformation initiatives within their organizations with strategies around integrating Automation, AI and platforms into financial operations to increase efficiency, reduce costs, and improve decision-making. In this session learn how Gate Gourmet built efficiencies in their key finance processes using technology; understand how they built scalability and flexibility to handle seasonal fluctuations and uncertainties.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Marcus Marion, Sr Director Analyst, Gartner
As digital investments become more prevalent, CFOs must understand the strategic business outcomes their organization hopes to realize through digital technologies and guide digital spending to best achieve those results. CFOs must help their leadership teams establish clear digital business strategies encompassing digital business optimization and transformation to prevent misplaced digital expenditures and ensure business and financial outcomes necessary for future success.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Colin Glazier, VP SOLUTIONS, Zip Inc.
In today’s economy, CFOs face pressure to optimize spend by increasing adoption of purchasing controls. Yet achieving this means more than just policy and digitized processes: CFOs need trust. Achieving Autonomous Finance leads to hyper-automation, but businesses need a solid foundation first, built on stakeholder collaboration. In this fireside chat, Christopher Kee, VP, Sourcing & Procurement at Northwestern Mutual, and Colin Glazier, VP, Procurement Solutions at Zip, discuss how intake-to-procure solutions enhance visibility and trust between finance and stakeholders to drive spend control.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Vladi Shunturov, PRODUCT LEAD, BILLING & REVENUE AUTOMATI, Stripe
This session will focus on the importance of unifying sales, revenue, and finance operations for finance leaders looking to accelerate growth. In today’s business landscape, companies are facing economic uncertainty and the challenge of streamlining operations across these key areas. We will explore how Stripe can be leveraged to build more efficient processes and generate new revenue streams. By attending this session, you’ll learn strategies for unifying operations, reducing silos, and improving cross-functional collaboration with the goal of driving efficient growth.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Renee Fan, Director, Technology & Strategy Advisory, Freeport LNG
Rob Jackson, PRINCIPAL SOLUTIONS ARCHITECT, Serrala Solutiions US
Discover how FLNG went through a multi-year digital transformation to centralize and standardize finance and accounting data to meet its intensive internal and external financial reporting requirements. Fully digitized processes enable the company to stay ahead of dynamic market conditions and keep operations flowing. As a result of this transformation the liquid natural gas company now benefits from real-time cash flow reporting and forecasting, reduced period-end reporting efforts, and a future-proof solution that will support the company’s continued growth.
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Michelle Carlsen, Director Analyst, Gartner
Discovery driven planning is a powerful framework for evaluating strategic investments with a high level of uncertainty. It leverages a practical set of analysis tools, such as reverse income statement analysis and addressable market calculations, to challenge conventional thinking around key assumptions and operational requirements. The process enables CFOs to identify poor investments as quickly and cheaply as possible.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Clement Christensen, Sr Director Analyst, Gartner
Grant Nelson, VP, Team Manager, Gartner
Data governance is not alluring. Few business leaders care and after numerous attempts at data governance, most finance leaders have given up. And yet, data governance is foundational to unlocking digital business and AI. In this ask the expert session, Gartner experts will provide practical advice on where to start successful data governance efforts that last.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 01:35 PM - 01:55 PM EDT
Danny Thompson, SVP - MARKET & PRODUCT STRATEGY, APEX Analytix, LLC
The most advanced supplier risk management organizations have pivoted to a new forward-looking risk management model. One that continuously monitors the full spectrum of known risks (financial, fraud, cyber, ESG) and looks for signs of previously undefined threats.
This is done by integrating supplier risk management at every stage of the supplier life cycle for every supplier. From onboarding to ongoing management, companies are able to continuously analyze supplier data with AI to raise alerts for remediation when elevated levels of risk are detected.
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Kayla Flanders, SENIOR FINANCE MANAGER, Pella Corporation
Pella’s Finance team plays a central role in helping maximize decision across the business to drive profitability. But despite gains in automation, the pace of change across Pella’s business units and sales channels made it increasingly costly and complex for Finance teams to manage and maintain the systems required to provide timely and accurate insights to key stakeholders.
Learn how Pella is creating a new foundation for profitability analysis by unifying financial close, reporting and planning processes to enable better collaboration and more agility across the business.
Wednesday, May 31, 2023 / 04:00 PM - 04:20 PM EDT
Janel Everly, Sr Director Analyst, Gartner
The current finance data landscape is complex and FP&A leaders are battling against multiple forces that go from data quality to technology and skills gaps. To deliver better and faster analysis, FP&A leaders need to advance D&A governance technologies and approaches. This Hype Cycle enables leaders to explore D&A governance innovations, vet risks and realities, and identify appropriate investment opportunities.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Valeria Di Maso, Director Analyst, Gartner
CFOs working to improve the quality of their reporting, analytics and decision support often find that data quality is their biggest hurdle. This presentation outlines how finance can reset its approach to data governance by adopting the sufficient truths approach to better inform organizational decision making.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 09:30 AM - 10:15 AM EDT
Dennis Gannon, VP Analyst, Gartner
As organizations face a perpetually-disrupted business environment, CFOs must move beyond the enforcement of financial orthodoxy and tap into what it means to be a ‘human leader’ as a CFO in order to drive enterprise success..(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Marcus Marion, Sr Director Analyst, Gartner
Dennis Gannon, VP Analyst, Gartner
Barika Pace, VP, Team Manager, Gartner
Emily Riley, Sr Director, Research, Gartner
Many organizations are utilizing traditional ROI metrics to evaluate the performance of their digital initiative. Unfortunately, using these traditional metrics leads to a misalignment in the expected outcomes, goals, and benefits of adopting digital technologies in the workplace. During this session, we will discuss best practices for tracking and measuring the impact of digital investments.
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Adriana Carpenter, CFO, Emburse, Inc.
How are CFOs leveraging new automation and AI technologies to continue their organization’s financial growth in 2023? In this collaborative session, we’ll work together to develop a roadmap with strategic and actionable tactics including, removing friction from your payments operations, increasing and developing internal digital skills and adoption of corporate spend policies and leveraging Analytics and AI to pull valuable data insights that drive better business outcomes.
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Caroline Walsh, Managing Vice President, Gartner
Women in the United States left the labor force in droves since 2020. As jobs return to prepandemic levels, women — especially women of color — are slower to return. The typical approaches organizations have of supporting women — parental leave, childcare subsidies, mentoring programs —aren't having the desired effect. Join this session for innovative ideas for bringing women back to work and supporting them there.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Marko Horvat, VP, Research, Gartner
Graham Waller, Distinguished VP Analyst, Gartner
Despite decades of technology investment productivity gains remain elusive. Breaking this paradox is paramount to alleviate margin pressure in today’s economic headwinds. Join this roundtable to explore emerging ideas and key questions:
• How can productivity measurement be rebooted for the digital era?
• How are the levers of productivity shifting and where should CFOs focus their attention?
• What are the structural productivity opportunities from AI and autonomous business models?
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Dennis Gannon, VP Analyst, Gartner
As CFOs invest further in digital technology to support the autonomy of the finance function, their playbooks for managing finance cost must change. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to talk about strategies for driving efficiency in finance, as more and more of the cost base is consumed by technology expenses and a key finance digital talent becomes ever more expensive.
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Melanie O'Brien, VP Analyst, Gartner
CFOs must update how organizations invest in and manage ESG strategy. Organizations with a mature approach to sustainability will update investment criteria, invest in practices that will ensure long term financial sustainability and capitalize on new opportunities created by sustainable business practices.
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Dennis Gannon, VP Analyst, Gartner
In times of economic uncertainty, it is absolutely vital that CFOs are able to provide assurance to their boards that the organization is prepared for the unknown. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share how to form a strong relationship with the board, and the tactics that CFOs can use during and between board meetings to be a more effective partner.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Marcus Marion, Sr Director Analyst, Gartner
As digital investments become more prevalent, CFOs must understand the strategic business outcomes their organization hopes to realize through digital technologies and guide digital spending to best achieve those results. CFOs must help their leadership teams establish clear digital business strategies encompassing digital business optimization and transformation to prevent misplaced digital expenditures and ensure business and financial outcomes necessary for future success.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Geraldine Garaud, Director Analyst, Gartner
Finance organizations are undergoing significant transformations, but few report successful outcomes. One of the contributing failures is the lack of centralized roles with clear responsibilities tied to finance transformation. To mitigate this deficiency, many CFOs are supplementing their team with a dedicated finance transformation leader role. This session will guide CFOs in securing the right profile.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Marko Horvat, VP, Research, Gartner
Succession planning provides enhanced leadership transitions, as well as clear career pathways for talented staff. Successful organizations will need to identify future leaders, develop and strengthen their skills, and deploy an effective delegation strategy to prepare them for future roles. This session will provide an opportunity for CFOs to discuss and learn the key elements of a successful succession strategy.
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Geraldine Garaud, Director Analyst, Gartner
Finance transformation complexity is consistently rising — most finance transformations today will feature a diversity of data, people, processes, technology and delivery model initiatives. This complexity amplifies the need to make smart up-front investments in finance transformation strategy development support. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share your experiences and gain insight from peers on how to best navigate the finance transformation strategy consulting market.(Credits: 0.4; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
Marko Horvat, VP, Research, Gartner
Despite decades of technology investment productivity gains remain elusive. Breaking this paradox is paramount to alleviate margin pressure in today’s economic headwinds. Join this roundtable to explore emerging ideas and key questions:
• How can productivity measurement be rebooted for the digital era?
• How are the levers of productivity shifting and where should CFOs focus their attention?
• What are the structural productivity opportunities from AI and autonomous business models?
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Marcus Marion, Sr Director Analyst, Gartner
Dennis Gannon, VP Analyst, Gartner
Barika Pace, VP, Team Manager, Gartner
Emily Riley, Sr Director, Research, Gartner
Many organizations are utilizing traditional ROI metrics to evaluate the performance of their digital initiative. Unfortunately, using these traditional metrics leads to a misalignment in the expected outcomes, goals, and benefits of adopting digital technologies in the workplace. During this session, we will discuss best practices for tracking and measuring the impact of digital investments.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
George Sumrow, MANAGING DIRECTOR, FINANCE, Deloitte
Joanna Scullin, SENIOR MANAGER, Deloitte Consulting
Ned Demong, AREA VICE PRESIDENT, Anaplan
Shannon Fitzpatrick, MANAGING DIRECTOR, Deloitte Services LP
FP&A is now expected to provide business insights, enhanced analytics, and actionable plans to help the business deliver on strategic goals. That’s why legacy and homegrown technologies are being phased out — they’re fragmented, rigid, and costly and they restrict the agility and reliability needed to support competitive decision-making.
Deloitte shares its finance transformation journey and how Anaplan is enabling its Connected Planning approach that makes the finance function a strategic enabler in your organization’s broader goals.
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Valeria Di Maso, Director Analyst, Gartner
This interactive session will guide FP&A leaders in selecting the correct KPIs for their organizations, considering the complex data landscape they have to deal with and the continuous changes in company goals and objectives driven by high uncertainty in the marketplace. We will focus on choosing actuals and actionable KPIs; how to connect them to the organization's goals; and reporting strategy.(Credits: 0.8; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Jason Kurtz, SENIOR ADVISOR, Accel-KKR Company LLC
The role of the CFO has certainly changed over time. And where some of the CFO’s challenges remain the same year over year, others are less precedented, such as the current and future labor market (both its shortage and remote-first prominence), global inflation, and the ongoing need for businesses to become the ‘customer of choice’ for their suppliers. Join our session, where we’ll hear from first-hand experiences and reveal how with the right, modern technologies your organization will remain resilient, and your finance function will ensure success.
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Valeria Di Maso, Director Analyst, Gartner
FP&A leaders often hear how driver maps and metrics cascades can be leveraged to anchor their data governance to business outcomes, and unlock advanced analytics including AI/ML, predictive and prescriptive analytics. However, it isn't always clear how they are different and where they work best together. We will discuss best practices on leveraging both frameworks in your D&A strategy.(Credits: 0.8; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Clement Christensen, Sr Director Analyst, Gartner
CEOs have tasked Finance with driving greater use of data in decision-making, but most teams have run into an age-old challenge: human nature. Human beings don't remember data, we remember stories. For teams creating self-service tools and black box advanced analytics, this session will provide guidance on how to tell compelling, data-driven stories in a digital world.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:45 PM - 01:05 PM EDT
Sean Brophy, HEAD OF GLOBAL SALES, Pigment
Walter Harris, SVP, PERFORMANCE MEASUREMENT AND BUSINES, AARP
Walter Harris, AARP’s SVP of Performance Measurement and Business Analysis, was tasked to build and lead an organization to leverage the wealth of membership data. Learn how Walter’s team partnered with Pigment to grow and retain their membership base with the aspirations of connecting the plans across the entire enterprise.
In this session, we will cover:
An overview of AARP's decision-making challenges and how Pigment helped to address them
How Pigment helped AARP to collect, analyze, and interpret large amounts of data to make informed decisions
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Caroline Walsh, Managing Vice President, Gartner
Women in the United States left the labor force in droves since 2020. As jobs return to prepandemic levels, women — especially women of color — are slower to return. The typical approaches organizations have of supporting women — parental leave, childcare subsidies, mentoring programs —aren't having the desired effect. Join this session for innovative ideas for bringing women back to work and supporting them there.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Clement Christensen, Sr Director Analyst, Gartner
Deploying AI requires new skills, such as coding, data science and data engineering. Success will require a strategy for when to hire new talent, develop internal talent, or outsource. This session will help Finance leaders navigate these options and deliver a talent sourcing strategy for an AI-driven, autonomous finance function.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Clement Christensen, Sr Director Analyst, Gartner
AI skills are the latest hot commodity on the talent market, but many executives are left wondering: what skills do we need first and how do we develop those skills, can we develop these with our current people or do we need to buy externally, and more. This session will provide ideas, structures, and advice on which skills to prioritize for AI, how to structure training efforts, and how to attract external candidates when necessary.
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
Finance professionals agree that finance teams will need new skills to support a more technologically sophisticated finance organization of the future. AI plays a significant role and requires a range of new competencies from people across the organization. What do those skills look like? How will finance teams evolve? What can teams do now to prepare for the future without the disruption of retraining the entire organization? Use this session to prepare your teams for the near-term and long-term demands that lie ahead.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
As enterprises grapple to implement hybrid work models during 2022, there are large differences in the resulting outcomes. This session will highlight leading practices uncovered from our research that help drive talent attraction, retention, collaboration and performance outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Craig Wilton, Managing Vice President, Gartner
Dennis Gannon, VP Analyst, Gartner
Ashwani Gupta, Director Analyst, Gartner
Shannon Cole, Sr Director Analyst, Gartner
Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share and discuss lessons learned for attracting and retaining digital talent in finance. Topics for discussion will include how digital finance talent needs differ from core finance talent, sourcing tactics in an increasingly competitive market and how to retain digital finance staff through smarter career pathing.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Geraldine Garaud, Director Analyst, Gartner
Finance organizations are undergoing significant transformations, but few report successful outcomes. One of the contributing failures is the lack of centralized roles with clear responsibilities tied to finance transformation. To mitigate this deficiency, many CFOs are supplementing their team with a dedicated finance transformation leader role. This session will guide CFOs in securing the right profile.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Vaughan Archer, Sr Director Analyst, Gartner
Autonomous finance is the catalyst we have needed to transform L&D within finance. By 2026, 41% of the skills needed in 2019 will be redundant, while the total number of skills will continue to grow at 5.4% annually. However, only 42% of staff currently feel supported in learning and developing new skills. Join this session to learn the three L&D actions that underpin successful autonomous finance journeys.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
The only way to solve today’s talent crises, labor shortages and employee burnout is with work design that empowers human adaptability. Intelligent technology must also be unleashed to automate ethically. The future requires workforce autonomy and autonomous systems melded to drive sustainable growth.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Ashwani Gupta, Director Analyst, Gartner
84% of CFOs report a lack of digital talent to drive finance transformation. CFOs realize this urgent need but feel challenged in attracting finance talent with digital skills in the midst of a tight labor market. Failure to address these challenges will lead to failed digital transformation and talent strategies. Join this session to learn the strategies to acquire digital finance talent. (Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Hilary Richards, VP Analyst, Gartner
Eighty-three percent of digital finance talent believe the skills acquired in the finance function will help further their careers, but only 58% believe they currently have many career advancement opportunities in finance. CFOs struggle to attract and retain digital talent because the talent pool is unclear about their career possibilities. Join this session to learn how existing management practices alienate digital finance talent and how to improve the retention of critical talent.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Adriana Carpenter, CFO, Emburse, Inc.
How are CFOs leveraging new automation and AI technologies to continue their organization’s financial growth in 2023? In this collaborative session, we’ll work together to develop a roadmap with strategic and actionable tactics including, removing friction from your payments operations, increasing and developing internal digital skills and adoption of corporate spend policies and leveraging Analytics and AI to pull valuable data insights that drive better business outcomes.
Wednesday, May 31, 2023 / 01:10 PM - 01:30 PM EDT
Robin Grosset, CHIEF TECHNOLOGY OFFICER, MindBridge
Ryan Mitchell, FINANCE DIGITAL DELIVERY MANAGER, Chevron
Over several years, Chevron has invested significantly in data infrastructure, human capital, and algorithm development to understand their data-driven business. Though progress was made, it wasn't until Chevron met MindBridge.ai at the Gartner CFO Conference in 2022 that they discovered a truly scalable technology, delivering meaningful insight into financial operations. Attend this theater session to learn how MindBridge has unlocked Chevron's data landscape, helped prioritize high-risk business processes, and minimized unknown financial risk.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Composable technology is gaining traction among finance to enable agility and innovation in a dynamic business environment. Learn how to use finance capability framework as the first step in building a composable technology roadmap to visualize tradeoffs and align technology decisions with strategic objectives that maximize business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Grant Nelson, VP, Team Manager, Gartner
Finance is already behind the curve on innovation in Data & Analytics (D&A), and recessionary pressures risk it falling further behind. Join this session to learn how leading organizations are evolving their finance D&A approaches and protecting critical investments to evolve D&A despite cost pressures.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
The best AI use cases are the ones that are specific to your circumstances. Bring your use case ideas and walk through them with our AI expert who can help you determine the right place in the process to apply AI and identify the benefits that it may offer.
Wednesday, May 31, 2023 / 06:35 PM - 06:55 PM EDT
Phillip Nifong, SALES DIRECTOR FINANCE AND REFERENCE DATA, Informatica
Susan Wilson, GVP, SOLUTION SALES, Informatica
As organizations face mounting pressure in today's volatile market, the CFO's office must guide the business through uncertainties. Improving reporting, visibility, and audit tracking requires an intelligent approach as organizations increasingly depend on trusted data to gain insights into their finances. In this session, Informatica experts will explore how to simplify reporting and automate repetitive tasks that fuel growth, control costs, and mitigate risks. Whether you're just starting to find efficiencies or making a major finance transformation, you will learn valuable insights.
Wednesday, May 31, 2023 / 07:00 PM - 07:20 PM EDT
Bradley Killinger, CEO, Sapience Analytics
At the juxtaposition of today’s modern workplace challenges and a historically fundamental finance principle lies the opportunity for businesses to quickly save millions. The opportunity is eloquent in its simplicity and transformational in its ability to materially improve a company’s bottom line. Join this session to start your company down the path of huge savings within only 90 days using Sapience.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Scott Moyer, DIR., SOLUTION MARKETING, Workday
Ronald Lewis, SVP DIRECTOR OF FINANCIAL TRANSFORMATION, KeyBank
Many view Finance Transformation as “elective open-heart surgery”, something done rarely and only if your life depends on it. KeyBank saw it as a rare opportunity to reimagine an autonomous future for finance and accounting. The key? Leveraging clear, pristine data in new ways to meet the current and evolving needs of finance and the wider business. Join the session to learn how you can get started and improve on your finance transformation to unlock the power of data and provide deep insights, in real-time with AI.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Thursday, June 01, 2023 / 12:45 PM - 01:05 PM EDT
Sean Brophy, HEAD OF GLOBAL SALES, Pigment
Walter Harris, SVP, PERFORMANCE MEASUREMENT AND BUSINES, AARP
Walter Harris, AARP’s SVP of Performance Measurement and Business Analysis, was tasked to build and lead an organization to leverage the wealth of membership data. Learn how Walter’s team partnered with Pigment to grow and retain their membership base with the aspirations of connecting the plans across the entire enterprise.
In this session, we will cover:
An overview of AARP's decision-making challenges and how Pigment helped to address them
How Pigment helped AARP to collect, analyze, and interpret large amounts of data to make informed decisions
Thursday, June 01, 2023 / 01:10 PM - 01:30 PM EDT
Rich Wagner, -, Prevedere
External forces are impacting businesses with more volatility, and the banking crisis reiterates needing to track early warning signals proactively. Yet finance leaders often miss external clues and how these factors impact their businesses.
Rich Wagner, Prevedere Founder & CEO, explores how finance leaders can leverage external data to anticipate market changes, allowing them to plan, protect, and profit amidst volatile conditions.
Also discussed:
-Identifying external trends & quantifying impacts
-Continuously monitoring with early warning systems
-Case studies on economic intelligence
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
Join this peer-to-peer discussion lightly facilitated by a Gartner expert to discuss various approaches to getting value with with AI in Finance.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Renee Fan, Director, Technology & Strategy Advisory, Freeport LNG
Rob Jackson, PRINCIPAL SOLUTIONS ARCHITECT, Serrala Solutiions US
Discover how FLNG went through a multi-year digital transformation to centralize and standardize finance and accounting data to meet its intensive internal and external financial reporting requirements. Fully digitized processes enable the company to stay ahead of dynamic market conditions and keep operations flowing. As a result of this transformation the liquid natural gas company now benefits from real-time cash flow reporting and forecasting, reduced period-end reporting efforts, and a future-proof solution that will support the company’s continued growth.
Wednesday, May 31, 2023 / 11:00 AM - 11:20 AM EDT
Jan Ambergen, Sr Director Analyst, Gartner
The F&A BPO Magic Quadrant delivers a summary of 2023’s vendor evaluation. This session will help CFOs on their sourcing and evaluation mission to select the most suitable outsourcing provider for digital transformation services by sharing 2023 key market trends.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Steven Sacchi, SVP, PROCUREMENT & CORP INSURANCE, Mutual of America Financial Group
Tony Tiscornia, CHIEF FINANCIAL OFFICER, Coupa Software
The past year has been a demanding balancing act as companies face economic uncertainty, supply chain disruption, and pressure to remain profitable as costs rise. In a recent survey of over 600 CFOs, 93% shared that automation would better help them respond to these external forces. Join Coupa to understand how a robust business spend management practice can help finance leaders:
-Maximize spend under management, gain better visibility into working capital and optimize cash flow
-Standardize sourcing and procurement processes across your global entities
-Unlock data and analytics from your ERP
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Matt Wright, SVP CUSTOMER SUCCESS, Appzen
Anant Kale, CEO, AppZen
With the buzz around ChatGPT, AI is everywhere, but it’s not just for writing the next great novel. Large language models (LLMs) like GPT have the potential to significantly impact finance teams by enabling more efficient and accurate processing of financial data and improving communication between companies, customers, and suppliers. LLMs can be used for tasks like processing transactions, accounting, budgeting, forecasting, risk management, and fraud detection. In this session, we will explore practical applications of LLMs for finance that are available today and being built for the future.
Wednesday, May 31, 2023 / 12:30 PM - 12:50 PM EDT
Tamara Shipley, VP Analyst, Gartner
Integrated invoice-to-cash applications help organizations improve their collections processes, drive cash flow and enhance the customer experience. This session delivers focused insight into vendors' product offerings and will enable finance leaders to identify vendors that best fit their digital transformation.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Composable technology is gaining traction among finance to enable agility and innovation in a dynamic business environment. Learn how to use finance capability framework as the first step in building a composable technology roadmap to visualize tradeoffs and align technology decisions with strategic objectives that maximize business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
Chad Soltman, VP, STRATEGIC SOLUTIONS, BlackLine
Intercompany is an essential part of any financial transformation. Organizations are investing in technology and optimization initiatives, and intercompany is front and center for global processes that are primed to positively impact the organization. But transforming your intercompany takes a process and technology approach. Join this roundtable discussion led by Chad Soltman, VP Strategic Solutions at BlackLine, to uncover emerging trends in intercompany transformation and learn how your organization can prepare.
Wednesday, May 31, 2023 / 04:50 PM - 05:10 PM EDT
Amar Shah, CHIEF FINANCIAL OFFICER, R.J. O'Brien & Associates, LLC
Adam Mcdonagh, SVP SALES, SoftCo
Hear from Amar Shah, Chief Financial Officer at RJ O’Brien how his organization approached the automation of their Accounts Payable function. Amar will share their entire journey experience, from market research, vendor selection and going live. Understand the pitfalls to look out for, the hard questions to ask and the stakeholders to involve to ensure project success.
Wednesday, May 31, 2023 / 06:10 PM - 06:30 PM EDT
John Sindel, PRINCIPAL SOLUTION CONSULTANT, Workday, Inc.
As more finance tasks get automated and optimized, finance teams can uplevel their impact by helping their organization make better decisions faster with richer insights and strategic guidance. Join our session to discover how your finance team can build driver-based models with ease, analyze unlimited scenarios on the fly, and create predictive forecasts using embedded AI and Machine Learning. See firsthand how our solution can help your team gain predictive insights to help your organization navigate change and respond with intelligence to achieve unparalleled agility.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
FP&A technology is underutilized and organizations continue to turn to Excel to manage their planning processes. This session addresses the evolutionary path FP&A technology will take in the next three to five years, the impact it will have on the FP&A organization, and key actions FP&A leaders can take now to maximize their investment and avoid costly mistakes.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Robert Naegle, VP Analyst, Gartner
A cloud migration of business and/or IT capabilities into a cloud based model can have significant impact on technology spend, accounting approaches and tax treatments. Are you ready?
What will you do about budgeting for dynamic cloud consumption? What return are you expecting? What adjustments will need to be made to depreciation and capitalization practices?
This session will look at 3 critical cloud conversations you should have now with your CIOs.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Navin Gupta, EXECUTIVE VICE PRESIDENT, Datamatics
Som Venkatanarayan, CFO, GATEGROUP NA, gategroup
Mark Brousseau, President, Brousseau & Associates
CFOs can lead digital transformation initiatives within their organizations with strategies around integrating Automation, AI and platforms into financial operations to increase efficiency, reduce costs, and improve decision-making. In this session learn how Gate Gourmet built efficiencies in their key finance processes using technology; understand how they built scalability and flexibility to handle seasonal fluctuations and uncertainties.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Stephen Faulkner, VP GLOBAL INDUSTRY CFO LEAD, UiPath
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
Artificial Intelligence, NLP, and Automations offer a unique innovation that is increasingly adopted by world-class finance teams. Participate in customer and peer-to-peer discussions facilitated by UiPath to discuss key opportunities to expand the adoption of emerging AI technologies and AI solutions.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Marney Butler, SR MANAGER REVENUE ACCOUNTING AND SYSTEM, Starbucks
Michael Polaha, SR VP OF FINANCE, BlackLine Systems
Molly Boyle, HEAD OF SOLUTIONS STRATEGY & MARKETING, BlackLine Systems
Amidst continued change and disruption, F&A leaders remain focused on transforming processes to deliver reliable data faster. Yet, factors like unreasonably high expectations and insufficient resources contribute to a 70% transformation failure rate, according to McKinsey.
Hear from technology and accounting leaders from BlackLine and Starbucks as they discuss:
• Strategies for identifying optimization opportunities
• Building a culture of embracing change
• Delivering measurable results, one use case at a time
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Kael Kelly, VP DEMAND GENERATION, Avalara
Melissa Dallmeyer, GLOBAL HEAD OF ENTERPRISE PARTNERSHIPS, Avalara
Indirect tax compliance is a regulatory requirement that you must get right. Yet Finance and Accounting functions still struggle with complicated manual processes from looking up tax laws on DOR websites to manually reviewing and processing forms and data. Tax automation is a quick win that many Controllers and Finance leaders may be missing. Learn about how new technologies like machine learning and cloud technologies are reducing friction, freeing up scarce resources, and ensuring your Finance teams are at their highest and best use and making the biggest impact for your company.
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Travis Brody, PARTNER, Invisors
Cameron Doberstein, MANAGER - ADAPTIVE PLANNING, Invisors LLC
Graig Theobald, SALES DIRECTOR, Invisors
Organizations across all industries are making the game changing decision to implement Workday Enterprise Resource Planning (ERP) software. As your organization prepares to undergo a transformation of their own, it’s important to understand the road ahead. Join us as we share best practices, including a catered strategy that starts before implementation and continues long after go-live. We'll cover pre-project preparation, execution, change management, data conversion and software architecture. Learn how Invisors can help you avoid common pitfalls, ensuring a successful Workday implementation.
Thursday, June 01, 2023 / 12:00 PM - 12:20 PM EDT
Regina Crowder, Sr Director Analyst, Gartner
Financial planning software supports efforts for digital transformation within financial planning, budgeting, forecasting, modeling and performance reporting. CFOs can use this research to assess vendors that may be best suited to offer technology solutions for their FP&A processes.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Ryan Madden, SENIOR DIRECTOR, FINANCIAL OPERATIONS, OneSpan
Sarah-Jayne Martin, GLOBAL DIRECTOR, AR PRACTISE, Quadient
Debt collection may be an age-old activity. But your strategies to manage it must evolve with the times.
Customers are dealing with inflation, rising interest rates and clogged supply chains. Your collections notifications are not top of mind for them.
This session will cover:
• Using technology to design workflows that better engage customers.
• The importance of two-way communication and how to build it into your collections.
• Creating a prioritization strategy that enables you to control AR risk.
• Key strategies that align AR and sales.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Vladi Shunturov, PRODUCT LEAD, BILLING & REVENUE AUTOMATI, Stripe
This session will focus on the importance of unifying sales, revenue, and finance operations for finance leaders looking to accelerate growth. In today’s business landscape, companies are facing economic uncertainty and the challenge of streamlining operations across these key areas. We will explore how Stripe can be leveraged to build more efficient processes and generate new revenue streams. By attending this session, you’ll learn strategies for unifying operations, reducing silos, and improving cross-functional collaboration with the goal of driving efficient growth.
Thursday, June 01, 2023 / 02:45 PM - 03:30 PM EDT
Michael Tannenbaum, CHIEF FINANCIAL OFFICER AND CHIEF OPERAT, Brex
Today companies are hiring across the globe from the outset, yet executing a successful global strategy is easier said than done. In this session, we will discuss both best practices and pitfalls to avoid when it comes to scaling global teams to drive business outcomes. We also invite participants to share use cases for assessing and implementing new technologies to advance finance transformation across key areas for global businesses, including payments, ERP, payroll, HRIS, talent management, end-to-end processes and more.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Technology is becoming more important than ever, acting as a source and differentiating factor for CFOs to support their business optimize, grow and transform. However 60% of finance leaders still don't have a clear technology roadmap or framework to guide their technology decisions. This session will equip finance leaders with best practices to incorporate into their technology roadmap process.
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Jim McGittigan, VP Analyst, Gartner
Explore the need to better understand both IT and other technology spend across the enterprise. Assess and define what technology spend you should be tracking at an enterprise level and why. Implement visibility and governance over enterprise technology spending so that both cost and value are clearly understood and effectively optimized.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
What technologies are other finance organizations really using? Separate hype from reality in this session and learn about the technology investments other finance organizations are making. Gain a research-based understanding of various technologies’ current usage and perceived value, as well as where finance leaders intend to place technology bets in the near future.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:20 AM EDT
Jan Ambergen, Sr Director Analyst, Gartner
The F&A BPO Magic Quadrant delivers a summary of 2023’s vendor evaluation. This session will help CFOs on their sourcing and evaluation mission to select the most suitable outsourcing provider for digital transformation services by sharing 2023 key market trends.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Monica Proothi, PARTNER, GLOBAL FINANCE TRANSFORMATION L, IBM
Vasanti Pillutla, Associate Partner, Global Transformation, IBM
Lucas Juarez, Partner, Global Finance Transformation,
Shobhit Varshney, IBM, IBM
The emergence of many new technologies and evolution of cloud computing are increasing productivity & helping organizations yield foresight by leveraging Automation, AI, ML, & modeling to predict future performance. Finance systems have been evolving, bringing new benefits to enterprises that adopt them. However, many aren’t fully aware of what new solutions are available in the market & the exponential benefits that can be achieved. Addressing challenges & enabling finance functions to evolve should start with a finance vision & a strategic finance led technology roadmap for transformation.
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Sanjay Champaneri, VP, Team Manager, Gartner
Jan Ambergen, Sr Director Analyst, Gartner
Join this session with your peers to ask a Gartner expert your most pressing questions on what to consider when evaluating the use of an outsourcing provider to take on the task of digital finance transformation.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
David Dixon, PARTNER, IBM Corporation
Lucas Juarez, Partner, Global Finance Transformation,
Through transformation, finance teams can evolve from reactionary, transactional work, to relational, value-generating, and strategic engagement activities. This shift in focus enables finance to provide strategic input that supports a more integrated, responsive company—one where new requirements can be met with optimized solutions. Join this interactive discussion, moderated by IBM, to gain insights from our finance professionals about how the role of finance is evolving to adopt new strategies, processes, data, people and technologies that help drive better business outcomes.
Thursday, June 01, 2023 / 10:00 AM - 10:20 AM EDT
Scott Simpson, SENIOR VICE PRESIDENT, Capital One Trade Credit
Traditional accounts receivable management is becoming outmoded as business customers demand a more consumer-like, frictionless purchase-to-payment experience. Amid the challenges of supply chain disruption, inflation, and increasing competition, suppliers can not afford clunky, manual processes that stifle their cash flow and frustrate their customers. In this session, learn how to get ahead of your competition by transforming AR from a cumbersome DIY function to a game-changer that wows current customers, attracts new ones, and strengthens cash flow.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Holly Mckenzie, PARTNER, PwC
David Shebay, PRINCIPAL, PricewaterhouseCoopers
Wendy Zelond, SVP FINANCE, UTILITIES, Washington Gas
With a goal to enable speed and agility, CFOs are looking to drive autonomous finance through innovation & accelerate their capabilities. This requires access to rapidly deployable proven solutions, flexible/specialized talent, intelligent automation, proactive insights & fresh ideas.
Boundaries are blurring between business & IT on their transformation journeys. CFOs & Finance execs are playing an elevated role in innovation & becoming a key partner in value creation.
Learn how PwC clients use Managed Services to amplify their transformation investments and accelerate their outcomes.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Stephen Thomaidis, VP, NORTH AMERICAN FINANCE COE, SAP America
Melissa Ahrendt, DIRECTOR FINANCE, Perrigo Company
Industry leaders thrive, even in the most challenging times. To stay ahead of the curve, these leaders rely on finance organizations laser-focused on operational excellence, providing strategic insights, and quickly navigating competitive pressures. In this session, you'll discover how leading healthcare brand Perrigo plans to leverage cutting-edge finance automation and insight to unlock growth, scale its operations more efficiently, to become even more agile and resilient in the face of uncertainty. Don't miss this opportunity to learn from the best and take your organization to new heights!
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Marco D'Ascoli, Director Analyst, Gartner
Increasingly frequent and complex finance transformations can lead to employee fatigue, putting project success at risk. This session describes how finance transformation leaders can shift their change strategy from top-down to a business-led, employee-centric approach that ensures success.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Marko Horvat, VP, Research, Gartner
Graham Waller, Distinguished VP Analyst, Gartner
Despite decades of technology investment productivity gains remain elusive. Breaking this paradox is paramount to alleviate margin pressure in today’s economic headwinds. Join this roundtable to explore emerging ideas and key questions:
• How can productivity measurement be rebooted for the digital era?
• How are the levers of productivity shifting and where should CFOs focus their attention?
• What are the structural productivity opportunities from AI and autonomous business models?
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Hilary Richards, VP Analyst, Gartner
Technology changes and hybrid work models bring many benefits but can come with unintended costs like employee fatigue. Employee fatigue can damage employee engagement and intent to stay. Join this session to learn strategies to energize weary finance employees and reduce change fatigue — even though the pace of change shows no sign of slowing down.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Marcus Marion, Sr Director Analyst, Gartner
Many organizations have made significant digital investments to transform and optimize business operations. Unfortunately, a corresponding investment in change management is not made in many instances, resulting in diminishing digital ROI. This session will discuss how best-in-class organizations establish change management plans that promote digital ROI preservation.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
As enterprises grapple to implement hybrid work models during 2022, there are large differences in the resulting outcomes. This session will highlight leading practices uncovered from our research that help drive talent attraction, retention, collaboration and performance outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Over 90% executives acknowledge they did not do enough to manage the organizational turmoil or are unsure how to minimize the distress during and after an ERP implementation. Join this session with your peers to ask a Gartner expert your most pressing questions on how to prepare your organization for an ERP to minimize the business disruption and maximize business outcomes.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Colin Glazier, VP SOLUTIONS, Zip Inc.
In today’s economy, CFOs face pressure to optimize spend by increasing adoption of purchasing controls. Yet achieving this means more than just policy and digitized processes: CFOs need trust. Achieving Autonomous Finance leads to hyper-automation, but businesses need a solid foundation first, built on stakeholder collaboration. In this fireside chat, Christopher Kee, VP, Sourcing & Procurement at Northwestern Mutual, and Colin Glazier, VP, Procurement Solutions at Zip, discuss how intake-to-procure solutions enhance visibility and trust between finance and stakeholders to drive spend control.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
Marko Horvat, VP, Research, Gartner
Despite decades of technology investment productivity gains remain elusive. Breaking this paradox is paramount to alleviate margin pressure in today’s economic headwinds. Join this roundtable to explore emerging ideas and key questions:
• How can productivity measurement be rebooted for the digital era?
• How are the levers of productivity shifting and where should CFOs focus their attention?
• What are the structural productivity opportunities from AI and autonomous business models?
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Marco D'Ascoli, Director Analyst, Gartner
Increasingly frequent and complex finance transformations can lead to employee fatigue, putting project success at risk. Join this session with your peers to ask a Gartner expert your most pressing questions on how to deal with change fatigue in your organization and increase the chances of success for your transformations.
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Adriana Carpenter, CFO, Emburse, Inc.
How are CFOs leveraging new automation and AI technologies to continue their organization’s financial growth in 2023? In this collaborative session, we’ll work together to develop a roadmap with strategic and actionable tactics including, removing friction from your payments operations, increasing and developing internal digital skills and adoption of corporate spend policies and leveraging Analytics and AI to pull valuable data insights that drive better business outcomes.
Wednesday, May 31, 2023 / 01:10 PM - 01:30 PM EDT
Robin Grosset, CHIEF TECHNOLOGY OFFICER, MindBridge
Ryan Mitchell, FINANCE DIGITAL DELIVERY MANAGER, Chevron
Over several years, Chevron has invested significantly in data infrastructure, human capital, and algorithm development to understand their data-driven business. Though progress was made, it wasn't until Chevron met MindBridge.ai at the Gartner CFO Conference in 2022 that they discovered a truly scalable technology, delivering meaningful insight into financial operations. Attend this theater session to learn how MindBridge has unlocked Chevron's data landscape, helped prioritize high-risk business processes, and minimized unknown financial risk.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Composable technology is gaining traction among finance to enable agility and innovation in a dynamic business environment. Learn how to use finance capability framework as the first step in building a composable technology roadmap to visualize tradeoffs and align technology decisions with strategic objectives that maximize business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Grant Nelson, VP, Team Manager, Gartner
Finance is already behind the curve on innovation in Data & Analytics (D&A), and recessionary pressures risk it falling further behind. Join this session to learn how leading organizations are evolving their finance D&A approaches and protecting critical investments to evolve D&A despite cost pressures.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 04:00 PM - 04:45 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
The best AI use cases are the ones that are specific to your circumstances. Bring your use case ideas and walk through them with our AI expert who can help you determine the right place in the process to apply AI and identify the benefits that it may offer.
Wednesday, May 31, 2023 / 06:35 PM - 06:55 PM EDT
Phillip Nifong, SALES DIRECTOR FINANCE AND REFERENCE DATA, Informatica
Susan Wilson, GVP, SOLUTION SALES, Informatica
As organizations face mounting pressure in today's volatile market, the CFO's office must guide the business through uncertainties. Improving reporting, visibility, and audit tracking requires an intelligent approach as organizations increasingly depend on trusted data to gain insights into their finances. In this session, Informatica experts will explore how to simplify reporting and automate repetitive tasks that fuel growth, control costs, and mitigate risks. Whether you're just starting to find efficiencies or making a major finance transformation, you will learn valuable insights.
Wednesday, May 31, 2023 / 07:00 PM - 07:20 PM EDT
Bradley Killinger, CEO, Sapience Analytics
At the juxtaposition of today’s modern workplace challenges and a historically fundamental finance principle lies the opportunity for businesses to quickly save millions. The opportunity is eloquent in its simplicity and transformational in its ability to materially improve a company’s bottom line. Join this session to start your company down the path of huge savings within only 90 days using Sapience.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Scott Moyer, DIR., SOLUTION MARKETING, Workday
Ronald Lewis, SVP DIRECTOR OF FINANCIAL TRANSFORMATION, KeyBank
Many view Finance Transformation as “elective open-heart surgery”, something done rarely and only if your life depends on it. KeyBank saw it as a rare opportunity to reimagine an autonomous future for finance and accounting. The key? Leveraging clear, pristine data in new ways to meet the current and evolving needs of finance and the wider business. Join the session to learn how you can get started and improve on your finance transformation to unlock the power of data and provide deep insights, in real-time with AI.
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Thursday, June 01, 2023 / 12:45 PM - 01:05 PM EDT
Sean Brophy, HEAD OF GLOBAL SALES, Pigment
Walter Harris, SVP, PERFORMANCE MEASUREMENT AND BUSINES, AARP
Walter Harris, AARP’s SVP of Performance Measurement and Business Analysis, was tasked to build and lead an organization to leverage the wealth of membership data. Learn how Walter’s team partnered with Pigment to grow and retain their membership base with the aspirations of connecting the plans across the entire enterprise.
In this session, we will cover:
An overview of AARP's decision-making challenges and how Pigment helped to address them
How Pigment helped AARP to collect, analyze, and interpret large amounts of data to make informed decisions
Thursday, June 01, 2023 / 01:10 PM - 01:30 PM EDT
Rich Wagner, -, Prevedere
External forces are impacting businesses with more volatility, and the banking crisis reiterates needing to track early warning signals proactively. Yet finance leaders often miss external clues and how these factors impact their businesses.
Rich Wagner, Prevedere Founder & CEO, explores how finance leaders can leverage external data to anticipate market changes, allowing them to plan, protect, and profit amidst volatile conditions.
Also discussed:
-Identifying external trends & quantifying impacts
-Continuously monitoring with early warning systems
-Case studies on economic intelligence
Thursday, June 01, 2023 / 02:00 PM - 02:45 PM EDT
Mark D. McDonald, Sr Director Analyst, Gartner
Join this peer-to-peer discussion lightly facilitated by a Gartner expert to discuss various approaches to getting value with with AI in Finance.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Renee Fan, Director, Technology & Strategy Advisory, Freeport LNG
Rob Jackson, PRINCIPAL SOLUTIONS ARCHITECT, Serrala Solutiions US
Discover how FLNG went through a multi-year digital transformation to centralize and standardize finance and accounting data to meet its intensive internal and external financial reporting requirements. Fully digitized processes enable the company to stay ahead of dynamic market conditions and keep operations flowing. As a result of this transformation the liquid natural gas company now benefits from real-time cash flow reporting and forecasting, reduced period-end reporting efforts, and a future-proof solution that will support the company’s continued growth.
Wednesday, May 31, 2023 / 11:00 AM - 11:20 AM EDT
Jan Ambergen, Sr Director Analyst, Gartner
The F&A BPO Magic Quadrant delivers a summary of 2023’s vendor evaluation. This session will help CFOs on their sourcing and evaluation mission to select the most suitable outsourcing provider for digital transformation services by sharing 2023 key market trends.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Steven Sacchi, SVP, PROCUREMENT & CORP INSURANCE, Mutual of America Financial Group
Tony Tiscornia, CHIEF FINANCIAL OFFICER, Coupa Software
The past year has been a demanding balancing act as companies face economic uncertainty, supply chain disruption, and pressure to remain profitable as costs rise. In a recent survey of over 600 CFOs, 93% shared that automation would better help them respond to these external forces. Join Coupa to understand how a robust business spend management practice can help finance leaders:
-Maximize spend under management, gain better visibility into working capital and optimize cash flow
-Standardize sourcing and procurement processes across your global entities
-Unlock data and analytics from your ERP
Wednesday, May 31, 2023 / 11:45 AM - 12:30 PM EDT
Matt Wright, SVP CUSTOMER SUCCESS, Appzen
Anant Kale, CEO, AppZen
With the buzz around ChatGPT, AI is everywhere, but it’s not just for writing the next great novel. Large language models (LLMs) like GPT have the potential to significantly impact finance teams by enabling more efficient and accurate processing of financial data and improving communication between companies, customers, and suppliers. LLMs can be used for tasks like processing transactions, accounting, budgeting, forecasting, risk management, and fraud detection. In this session, we will explore practical applications of LLMs for finance that are available today and being built for the future.
Wednesday, May 31, 2023 / 12:30 PM - 12:50 PM EDT
Tamara Shipley, VP Analyst, Gartner
Integrated invoice-to-cash applications help organizations improve their collections processes, drive cash flow and enhance the customer experience. This session delivers focused insight into vendors' product offerings and will enable finance leaders to identify vendors that best fit their digital transformation.
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Composable technology is gaining traction among finance to enable agility and innovation in a dynamic business environment. Learn how to use finance capability framework as the first step in building a composable technology roadmap to visualize tradeoffs and align technology decisions with strategic objectives that maximize business outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
Chad Soltman, VP, STRATEGIC SOLUTIONS, BlackLine
Intercompany is an essential part of any financial transformation. Organizations are investing in technology and optimization initiatives, and intercompany is front and center for global processes that are primed to positively impact the organization. But transforming your intercompany takes a process and technology approach. Join this roundtable discussion led by Chad Soltman, VP Strategic Solutions at BlackLine, to uncover emerging trends in intercompany transformation and learn how your organization can prepare.
Wednesday, May 31, 2023 / 04:50 PM - 05:10 PM EDT
Amar Shah, CHIEF FINANCIAL OFFICER, R.J. O'Brien & Associates, LLC
Adam Mcdonagh, SVP SALES, SoftCo
Hear from Amar Shah, Chief Financial Officer at RJ O’Brien how his organization approached the automation of their Accounts Payable function. Amar will share their entire journey experience, from market research, vendor selection and going live. Understand the pitfalls to look out for, the hard questions to ask and the stakeholders to involve to ensure project success.
Wednesday, May 31, 2023 / 06:10 PM - 06:30 PM EDT
John Sindel, PRINCIPAL SOLUTION CONSULTANT, Workday, Inc.
As more finance tasks get automated and optimized, finance teams can uplevel their impact by helping their organization make better decisions faster with richer insights and strategic guidance. Join our session to discover how your finance team can build driver-based models with ease, analyze unlimited scenarios on the fly, and create predictive forecasts using embedded AI and Machine Learning. See firsthand how our solution can help your team gain predictive insights to help your organization navigate change and respond with intelligence to achieve unparalleled agility.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
FP&A technology is underutilized and organizations continue to turn to Excel to manage their planning processes. This session addresses the evolutionary path FP&A technology will take in the next three to five years, the impact it will have on the FP&A organization, and key actions FP&A leaders can take now to maximize their investment and avoid costly mistakes.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Robert Naegle, VP Analyst, Gartner
A cloud migration of business and/or IT capabilities into a cloud based model can have significant impact on technology spend, accounting approaches and tax treatments. Are you ready?
What will you do about budgeting for dynamic cloud consumption? What return are you expecting? What adjustments will need to be made to depreciation and capitalization practices?
This session will look at 3 critical cloud conversations you should have now with your CIOs.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Navin Gupta, EXECUTIVE VICE PRESIDENT, Datamatics
Som Venkatanarayan, CFO, GATEGROUP NA, gategroup
Mark Brousseau, President, Brousseau & Associates
CFOs can lead digital transformation initiatives within their organizations with strategies around integrating Automation, AI and platforms into financial operations to increase efficiency, reduce costs, and improve decision-making. In this session learn how Gate Gourmet built efficiencies in their key finance processes using technology; understand how they built scalability and flexibility to handle seasonal fluctuations and uncertainties.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Stephen Faulkner, VP GLOBAL INDUSTRY CFO LEAD, UiPath
Luke Palamara, VP, AI PRODUCT MANAGEMENT, UiPath
Artificial Intelligence, NLP, and Automations offer a unique innovation that is increasingly adopted by world-class finance teams. Participate in customer and peer-to-peer discussions facilitated by UiPath to discuss key opportunities to expand the adoption of emerging AI technologies and AI solutions.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Marney Butler, SR MANAGER REVENUE ACCOUNTING AND SYSTEM, Starbucks
Michael Polaha, SR VP OF FINANCE, BlackLine Systems
Molly Boyle, HEAD OF SOLUTIONS STRATEGY & MARKETING, BlackLine Systems
Amidst continued change and disruption, F&A leaders remain focused on transforming processes to deliver reliable data faster. Yet, factors like unreasonably high expectations and insufficient resources contribute to a 70% transformation failure rate, according to McKinsey.
Hear from technology and accounting leaders from BlackLine and Starbucks as they discuss:
• Strategies for identifying optimization opportunities
• Building a culture of embracing change
• Delivering measurable results, one use case at a time
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Kael Kelly, VP DEMAND GENERATION, Avalara
Melissa Dallmeyer, GLOBAL HEAD OF ENTERPRISE PARTNERSHIPS, Avalara
Indirect tax compliance is a regulatory requirement that you must get right. Yet Finance and Accounting functions still struggle with complicated manual processes from looking up tax laws on DOR websites to manually reviewing and processing forms and data. Tax automation is a quick win that many Controllers and Finance leaders may be missing. Learn about how new technologies like machine learning and cloud technologies are reducing friction, freeing up scarce resources, and ensuring your Finance teams are at their highest and best use and making the biggest impact for your company.
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Travis Brody, PARTNER, Invisors
Cameron Doberstein, MANAGER - ADAPTIVE PLANNING, Invisors LLC
Graig Theobald, SALES DIRECTOR, Invisors
Organizations across all industries are making the game changing decision to implement Workday Enterprise Resource Planning (ERP) software. As your organization prepares to undergo a transformation of their own, it’s important to understand the road ahead. Join us as we share best practices, including a catered strategy that starts before implementation and continues long after go-live. We'll cover pre-project preparation, execution, change management, data conversion and software architecture. Learn how Invisors can help you avoid common pitfalls, ensuring a successful Workday implementation.
Thursday, June 01, 2023 / 12:00 PM - 12:20 PM EDT
Regina Crowder, Sr Director Analyst, Gartner
Financial planning software supports efforts for digital transformation within financial planning, budgeting, forecasting, modeling and performance reporting. CFOs can use this research to assess vendors that may be best suited to offer technology solutions for their FP&A processes.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Rajesh Kandaswamy, Distinguished VP Analyst, Gartner
Generative AI provides new capabilities that make us question what computers can do. While raw potential is striking, it does have large risks. In this session, we will answer your questions on where generative AI is, what it implies for enterprises, and what the CFO's role is in harnessing this new powerful innovation while keeping the enterprise safe.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Ryan Madden, SENIOR DIRECTOR, FINANCIAL OPERATIONS, OneSpan
Sarah-Jayne Martin, GLOBAL DIRECTOR, AR PRACTISE, Quadient
Debt collection may be an age-old activity. But your strategies to manage it must evolve with the times.
Customers are dealing with inflation, rising interest rates and clogged supply chains. Your collections notifications are not top of mind for them.
This session will cover:
• Using technology to design workflows that better engage customers.
• The importance of two-way communication and how to build it into your collections.
• Creating a prioritization strategy that enables you to control AR risk.
• Key strategies that align AR and sales.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Vladi Shunturov, PRODUCT LEAD, BILLING & REVENUE AUTOMATI, Stripe
This session will focus on the importance of unifying sales, revenue, and finance operations for finance leaders looking to accelerate growth. In today’s business landscape, companies are facing economic uncertainty and the challenge of streamlining operations across these key areas. We will explore how Stripe can be leveraged to build more efficient processes and generate new revenue streams. By attending this session, you’ll learn strategies for unifying operations, reducing silos, and improving cross-functional collaboration with the goal of driving efficient growth.
Thursday, June 01, 2023 / 02:45 PM - 03:30 PM EDT
Michael Tannenbaum, CHIEF FINANCIAL OFFICER AND CHIEF OPERAT, Brex
Today companies are hiring across the globe from the outset, yet executing a successful global strategy is easier said than done. In this session, we will discuss both best practices and pitfalls to avoid when it comes to scaling global teams to drive business outcomes. We also invite participants to share use cases for assessing and implementing new technologies to advance finance transformation across key areas for global businesses, including payments, ERP, payroll, HRIS, talent management, end-to-end processes and more.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Technology is becoming more important than ever, acting as a source and differentiating factor for CFOs to support their business optimize, grow and transform. However 60% of finance leaders still don't have a clear technology roadmap or framework to guide their technology decisions. This session will equip finance leaders with best practices to incorporate into their technology roadmap process.
Thursday, June 01, 2023 / 03:45 PM - 04:15 PM EDT
Jim McGittigan, VP Analyst, Gartner
Explore the need to better understand both IT and other technology spend across the enterprise. Assess and define what technology spend you should be tracking at an enterprise level and why. Implement visibility and governance over enterprise technology spending so that both cost and value are clearly understood and effectively optimized.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Matthew Mowrey, Sr Director Analyst, Gartner
What technologies are other finance organizations really using? Separate hype from reality in this session and learn about the technology investments other finance organizations are making. Gain a research-based understanding of various technologies’ current usage and perceived value, as well as where finance leaders intend to place technology bets in the near future.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:20 AM EDT
Jan Ambergen, Sr Director Analyst, Gartner
The F&A BPO Magic Quadrant delivers a summary of 2023’s vendor evaluation. This session will help CFOs on their sourcing and evaluation mission to select the most suitable outsourcing provider for digital transformation services by sharing 2023 key market trends.(Credits: 0.4; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Monica Proothi, PARTNER, GLOBAL FINANCE TRANSFORMATION L, IBM
Vasanti Pillutla, Associate Partner, Global Transformation, IBM
Lucas Juarez, Partner, Global Finance Transformation,
Shobhit Varshney, IBM, IBM
The emergence of many new technologies and evolution of cloud computing are increasing productivity & helping organizations yield foresight by leveraging Automation, AI, ML, & modeling to predict future performance. Finance systems have been evolving, bringing new benefits to enterprises that adopt them. However, many aren’t fully aware of what new solutions are available in the market & the exponential benefits that can be achieved. Addressing challenges & enabling finance functions to evolve should start with a finance vision & a strategic finance led technology roadmap for transformation.
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Sanjay Champaneri, VP, Team Manager, Gartner
Jan Ambergen, Sr Director Analyst, Gartner
Join this session with your peers to ask a Gartner expert your most pressing questions on what to consider when evaluating the use of an outsourcing provider to take on the task of digital finance transformation.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
David Dixon, PARTNER, IBM Corporation
Lucas Juarez, Partner, Global Finance Transformation,
Through transformation, finance teams can evolve from reactionary, transactional work, to relational, value-generating, and strategic engagement activities. This shift in focus enables finance to provide strategic input that supports a more integrated, responsive company—one where new requirements can be met with optimized solutions. Join this interactive discussion, moderated by IBM, to gain insights from our finance professionals about how the role of finance is evolving to adopt new strategies, processes, data, people and technologies that help drive better business outcomes.
Thursday, June 01, 2023 / 10:00 AM - 10:20 AM EDT
Scott Simpson, SENIOR VICE PRESIDENT, Capital One Trade Credit
Traditional accounts receivable management is becoming outmoded as business customers demand a more consumer-like, frictionless purchase-to-payment experience. Amid the challenges of supply chain disruption, inflation, and increasing competition, suppliers can not afford clunky, manual processes that stifle their cash flow and frustrate their customers. In this session, learn how to get ahead of your competition by transforming AR from a cumbersome DIY function to a game-changer that wows current customers, attracts new ones, and strengthens cash flow.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Holly Mckenzie, PARTNER, PwC
David Shebay, PRINCIPAL, PricewaterhouseCoopers
Wendy Zelond, SVP FINANCE, UTILITIES, Washington Gas
With a goal to enable speed and agility, CFOs are looking to drive autonomous finance through innovation & accelerate their capabilities. This requires access to rapidly deployable proven solutions, flexible/specialized talent, intelligent automation, proactive insights & fresh ideas.
Boundaries are blurring between business & IT on their transformation journeys. CFOs & Finance execs are playing an elevated role in innovation & becoming a key partner in value creation.
Learn how PwC clients use Managed Services to amplify their transformation investments and accelerate their outcomes.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Stephen Thomaidis, VP, NORTH AMERICAN FINANCE COE, SAP America
Melissa Ahrendt, DIRECTOR FINANCE, Perrigo Company
Industry leaders thrive, even in the most challenging times. To stay ahead of the curve, these leaders rely on finance organizations laser-focused on operational excellence, providing strategic insights, and quickly navigating competitive pressures. In this session, you'll discover how leading healthcare brand Perrigo plans to leverage cutting-edge finance automation and insight to unlock growth, scale its operations more efficiently, to become even more agile and resilient in the face of uncertainty. Don't miss this opportunity to learn from the best and take your organization to new heights!
Wednesday, May 31, 2023 / 02:30 PM - 03:00 PM EDT
Marco D'Ascoli, Director Analyst, Gartner
Increasingly frequent and complex finance transformations can lead to employee fatigue, putting project success at risk. This session describes how finance transformation leaders can shift their change strategy from top-down to a business-led, employee-centric approach that ensures success.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Marko Horvat, VP, Research, Gartner
Graham Waller, Distinguished VP Analyst, Gartner
Despite decades of technology investment productivity gains remain elusive. Breaking this paradox is paramount to alleviate margin pressure in today’s economic headwinds. Join this roundtable to explore emerging ideas and key questions:
• How can productivity measurement be rebooted for the digital era?
• How are the levers of productivity shifting and where should CFOs focus their attention?
• What are the structural productivity opportunities from AI and autonomous business models?
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Hilary Richards, VP Analyst, Gartner
Technology changes and hybrid work models bring many benefits but can come with unintended costs like employee fatigue. Employee fatigue can damage employee engagement and intent to stay. Join this session to learn strategies to energize weary finance employees and reduce change fatigue — even though the pace of change shows no sign of slowing down.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Marcus Marion, Sr Director Analyst, Gartner
Many organizations have made significant digital investments to transform and optimize business operations. Unfortunately, a corresponding investment in change management is not made in many instances, resulting in diminishing digital ROI. This session will discuss how best-in-class organizations establish change management plans that promote digital ROI preservation.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
As enterprises grapple to implement hybrid work models during 2022, there are large differences in the resulting outcomes. This session will highlight leading practices uncovered from our research that help drive talent attraction, retention, collaboration and performance outcomes.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Over 90% executives acknowledge they did not do enough to manage the organizational turmoil or are unsure how to minimize the distress during and after an ERP implementation. Join this session with your peers to ask a Gartner expert your most pressing questions on how to prepare your organization for an ERP to minimize the business disruption and maximize business outcomes.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Colin Glazier, VP SOLUTIONS, Zip Inc.
In today’s economy, CFOs face pressure to optimize spend by increasing adoption of purchasing controls. Yet achieving this means more than just policy and digitized processes: CFOs need trust. Achieving Autonomous Finance leads to hyper-automation, but businesses need a solid foundation first, built on stakeholder collaboration. In this fireside chat, Christopher Kee, VP, Sourcing & Procurement at Northwestern Mutual, and Colin Glazier, VP, Procurement Solutions at Zip, discuss how intake-to-procure solutions enhance visibility and trust between finance and stakeholders to drive spend control.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Graham Waller, Distinguished VP Analyst, Gartner
Marko Horvat, VP, Research, Gartner
Despite decades of technology investment productivity gains remain elusive. Breaking this paradox is paramount to alleviate margin pressure in today’s economic headwinds. Join this roundtable to explore emerging ideas and key questions:
• How can productivity measurement be rebooted for the digital era?
• How are the levers of productivity shifting and where should CFOs focus their attention?
• What are the structural productivity opportunities from AI and autonomous business models?
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Marco D'Ascoli, Director Analyst, Gartner
Increasingly frequent and complex finance transformations can lead to employee fatigue, putting project success at risk. Join this session with your peers to ask a Gartner expert your most pressing questions on how to deal with change fatigue in your organization and increase the chances of success for your transformations.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Stephen Thomaidis, VP, NORTH AMERICAN FINANCE COE, SAP America
Melissa Ahrendt, DIRECTOR FINANCE, Perrigo Company
Industry leaders thrive, even in the most challenging times. To stay ahead of the curve, these leaders rely on finance organizations laser-focused on operational excellence, providing strategic insights, and quickly navigating competitive pressures. In this session, you'll discover how leading healthcare brand Perrigo plans to leverage cutting-edge finance automation and insight to unlock growth, scale its operations more efficiently, to become even more agile and resilient in the face of uncertainty. Don't miss this opportunity to learn from the best and take your organization to new heights!
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Marc Kerremans, VP Analyst, Gartner
The finance function’s ability to deliver on its data & analytics promise to drive improved business decision making gets constrained by the lack of visibility and insights into what is happening in the daily ways of working. Process mining will continuously provide insights into improving and optimizing speed, quality and efficiency and prepare processes for new ways of operating.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 03:15 PM - 03:45 PM EDT
Gurkan Salk, CPO DYNAMICS 365 FINANCE, HR AND PROJECT, Microsoft Corporation
AI and automation can free up valuable time for finance to focus on work that drives business strategy and innovation, with 82% of finance leaders finding both to be very important. However, these leaders also reported significant challenges in realizing the value of these tools due to the overwhelming complexity. Together we will tackle the biggest adoption blockers and best practice solutions that truly transform how finance work gets done.
Wednesday, May 31, 2023 / 03:15 PM - 04:00 PM EDT
Chad Soltman, VP, STRATEGIC SOLUTIONS, BlackLine
Intercompany is an essential part of any financial transformation. Organizations are investing in technology and optimization initiatives, and intercompany is front and center for global processes that are primed to positively impact the organization. But transforming your intercompany takes a process and technology approach. Join this roundtable discussion led by Chad Soltman, VP Strategic Solutions at BlackLine, to uncover emerging trends in intercompany transformation and learn how your organization can prepare.
Wednesday, May 31, 2023 / 04:00 PM - 04:30 PM EDT
Tamara Shipley, VP Analyst, Gartner
Finance Transformation leaders must embrace technology to identify and implement process improvements that will have the biggest impact on outcomes. This session outlines the importance of defining process excellence and identifying the most worthy areas to improve and showcases how automation and optimization technology like process mining and AI and ML is changing the game. Learn how to leverage and equip process improvement teams to implement technology-driven improvements and achieve finance process excellence. (Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 10:00 AM - 10:20 AM EDT
Scott Simpson, SENIOR VICE PRESIDENT, Capital One Trade Credit
Traditional accounts receivable management is becoming outmoded as business customers demand a more consumer-like, frictionless purchase-to-payment experience. Amid the challenges of supply chain disruption, inflation, and increasing competition, suppliers can not afford clunky, manual processes that stifle their cash flow and frustrate their customers. In this session, learn how to get ahead of your competition by transforming AR from a cumbersome DIY function to a game-changer that wows current customers, attracts new ones, and strengthens cash flow.
Thursday, June 01, 2023 / 10:30 AM - 11:15 AM EDT
Nick Duffy, Director Analyst, Gartner
Process mining plays a fundamental role in creating visibility and removing constraints that slow digital process transformation. It can lay the groundwork for CFOs to drive process speed, quality and efficiency. In this session, we will answer your questions on how process mining can support and even accelerate finance process optimization goals. (Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Navin Gupta, EXECUTIVE VICE PRESIDENT, Datamatics
Som Venkatanarayan, CFO, GATEGROUP NA, gategroup
Mark Brousseau, President, Brousseau & Associates
CFOs can lead digital transformation initiatives within their organizations with strategies around integrating Automation, AI and platforms into financial operations to increase efficiency, reduce costs, and improve decision-making. In this session learn how Gate Gourmet built efficiencies in their key finance processes using technology; understand how they built scalability and flexibility to handle seasonal fluctuations and uncertainties.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Marney Butler, SR MANAGER REVENUE ACCOUNTING AND SYSTEM, Starbucks
Michael Polaha, SR VP OF FINANCE, BlackLine Systems
Molly Boyle, HEAD OF SOLUTIONS STRATEGY & MARKETING, BlackLine Systems
Amidst continued change and disruption, F&A leaders remain focused on transforming processes to deliver reliable data faster. Yet, factors like unreasonably high expectations and insufficient resources contribute to a 70% transformation failure rate, according to McKinsey.
Hear from technology and accounting leaders from BlackLine and Starbucks as they discuss:
• Strategies for identifying optimization opportunities
• Building a culture of embracing change
• Delivering measurable results, one use case at a time
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Kael Kelly, VP DEMAND GENERATION, Avalara
Melissa Dallmeyer, GLOBAL HEAD OF ENTERPRISE PARTNERSHIPS, Avalara
Indirect tax compliance is a regulatory requirement that you must get right. Yet Finance and Accounting functions still struggle with complicated manual processes from looking up tax laws on DOR websites to manually reviewing and processing forms and data. Tax automation is a quick win that many Controllers and Finance leaders may be missing. Learn about how new technologies like machine learning and cloud technologies are reducing friction, freeing up scarce resources, and ensuring your Finance teams are at their highest and best use and making the biggest impact for your company.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Jeff Augustin, VICE PRESIDENT GLOBAL BUSINESS SERVICES, Merck
For finance departments prioritizing improvements in cash flow, operating costs or overall productivity, the core levers are well understood. It’s the “how” of these improvements that presents the actual challenge.
Process mining is a powerful methodology that can help you accelerate your finance transformation by providing an end-to-end view of your business processes and identifying areas for improvement. In this session, Finance leaders will see real-life examples of how Merck & Co has used process mining to drive its finance transformation and capture measurable value.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Ryan Madden, SENIOR DIRECTOR, FINANCIAL OPERATIONS, OneSpan
Sarah-Jayne Martin, GLOBAL DIRECTOR, AR PRACTISE, Quadient
Debt collection may be an age-old activity. But your strategies to manage it must evolve with the times.
Customers are dealing with inflation, rising interest rates and clogged supply chains. Your collections notifications are not top of mind for them.
This session will cover:
• Using technology to design workflows that better engage customers.
• The importance of two-way communication and how to build it into your collections.
• Creating a prioritization strategy that enables you to control AR risk.
• Key strategies that align AR and sales.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Colin Glazier, VP SOLUTIONS, Zip Inc.
In today’s economy, CFOs face pressure to optimize spend by increasing adoption of purchasing controls. Yet achieving this means more than just policy and digitized processes: CFOs need trust. Achieving Autonomous Finance leads to hyper-automation, but businesses need a solid foundation first, built on stakeholder collaboration. In this fireside chat, Christopher Kee, VP, Sourcing & Procurement at Northwestern Mutual, and Colin Glazier, VP, Procurement Solutions at Zip, discuss how intake-to-procure solutions enhance visibility and trust between finance and stakeholders to drive spend control.
Thursday, June 01, 2023 / 02:45 PM - 03:15 PM EDT
Renee Fan, Director, Technology & Strategy Advisory, Freeport LNG
Rob Jackson, PRINCIPAL SOLUTIONS ARCHITECT, Serrala Solutiions US
Discover how FLNG went through a multi-year digital transformation to centralize and standardize finance and accounting data to meet its intensive internal and external financial reporting requirements. Fully digitized processes enable the company to stay ahead of dynamic market conditions and keep operations flowing. As a result of this transformation the liquid natural gas company now benefits from real-time cash flow reporting and forecasting, reduced period-end reporting efforts, and a future-proof solution that will support the company’s continued growth.
Thursday, June 01, 2023 / 03:30 PM - 04:15 PM EDT
Pritika Bhattacharjee, VP, Research, Gartner
Poor cross-functional collaboration in the planning cycle results in multiple plans focused on maximizing departmental goals but not necessarily aligned with enterprise-wide strategy. The finance function is strongly positioned to help drive and contribute leadership to collaborative enterprise planning efforts. Join this peer-to-peer discussion lightly facilitated by a Gartner expert to share your experiences and gain insight from your peers on processes and technologies that support integrated operational planning.
Thursday, June 01, 2023 / 04:30 PM - 05:00 PM EDT
Tamara Shipley, VP Analyst, Gartner
The global process owner (GPO) role is a must-have role in ensuring focus and accountability for standardizing and improving end-to-end processes like P2P, O2C and R2R that are often executed across functions, business units and geographies. This session outlines a GPO's key responsibilities and competencies, where they should report, how to kickstart a GPO program and measure their success.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 12:30 PM - 01:00 PM EDT
Mike Helsel, Sr Director Analyst, Gartner
As CEOs and boards continue to demand greater digitalization, finance IT can both accelerate and support this transition. Finance IT allows chief financial officers to own their future technology and establish an organization to drive growth.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 04:50 PM - 05:10 PM EDT
Amar Shah, CHIEF FINANCIAL OFFICER, R.J. O'Brien & Associates, LLC
Adam Mcdonagh, SVP SALES, SoftCo
Hear from Amar Shah, Chief Financial Officer at RJ O’Brien how his organization approached the automation of their Accounts Payable function. Amar will share their entire journey experience, from market research, vendor selection and going live. Understand the pitfalls to look out for, the hard questions to ask and the stakeholders to involve to ensure project success.
Thursday, June 01, 2023 / 11:15 AM - 11:45 AM EDT
Bill North, AVP, NORTH AMERICA, Sidetrade
Bill Lehmann, CREDIT DIRECTOR, HPE
Jessica Groopman, DIRECTOR OF DIGITAL STRATEGY & INNOVATIO, Intentional Futures
How do finance leaders leverage Invoice-to-Cash transformation to become more connected and dynamic? They think differently about people, process, technology & data. In this fireside chat, join Sidetrade, HPE & Intentional Futures to discuss the finance transformation trends redefining how CFOs think about the future of Invoice-to-Cash to:
• Create a cultural shift in the business to focus on advanced data, AI & prescriptive analytics
• Invest in technology that goes beyond driving efficiencies
• Retain teams by enabling employees with technology & data
• Establish a tighter partnership between finance and IT
• Put Invoice-to-Cash transformation into practice with HPE
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Kael Kelly, VP DEMAND GENERATION, Avalara
Melissa Dallmeyer, GLOBAL HEAD OF ENTERPRISE PARTNERSHIPS, Avalara
Indirect tax compliance is a regulatory requirement that you must get right. Yet Finance and Accounting functions still struggle with complicated manual processes from looking up tax laws on DOR websites to manually reviewing and processing forms and data. Tax automation is a quick win that many Controllers and Finance leaders may be missing. Learn about how new technologies like machine learning and cloud technologies are reducing friction, freeing up scarce resources, and ensuring your Finance teams are at their highest and best use and making the biggest impact for your company.
Thursday, June 01, 2023 / 11:15 AM - 12:00 PM EDT
Travis Brody, PARTNER, Invisors
Cameron Doberstein, MANAGER - ADAPTIVE PLANNING, Invisors LLC
Graig Theobald, SALES DIRECTOR, Invisors
Organizations across all industries are making the game changing decision to implement Workday Enterprise Resource Planning (ERP) software. As your organization prepares to undergo a transformation of their own, it’s important to understand the road ahead. Join us as we share best practices, including a catered strategy that starts before implementation and continues long after go-live. We'll cover pre-project preparation, execution, change management, data conversion and software architecture. Learn how Invisors can help you avoid common pitfalls, ensuring a successful Workday implementation.
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Nick Duffy, Director Analyst, Gartner
The amount of spend on digital business continues to grow so there has never been a more important time to get Finance IT right. No one would consider constructing a the Sydney opera house without some serious architectural design capability, yet many finance transformation leaders are attempting to build an autonomous finance function without dedicated Finance IT expertise. Use this session to justify the need for a dedicated Finance IT function and learn how to set up Finance IT for success.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:30 AM EDT
Greg Leiter, Sr Director Analyst, Gartner
A common failing of ERP strategies is lack of alignment to business value. Organizations know they need to 'be better', but they don’t know where and they don’t know how. This session will tell you why that is, and more importantly, how to engage business leaders to measure and observe business value of ERP initiatives.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Wednesday, May 31, 2023 / 11:00 AM - 11:45 AM EDT
Permjeet Gale, Sr Director Analyst, Gartner
The Controllership is the largest – and most underappreciated - Finance subfunction. Digital innovations are usurping Controllership teams’ legacy responsibilities, calling into question the function’s value proposition. During the session, we will provide you with advice and answers on how emerging trends are shaping tomorrow’s Controllership, from process-level innovations, to continued digital acceleration, and an emerging decision support mandate.
Wednesday, May 31, 2023 / 11:45 AM - 12:15 PM EDT
Steven Sacchi, SVP, PROCUREMENT & CORP INSURANCE, Mutual of America Financial Group
Tony Tiscornia, CHIEF FINANCIAL OFFICER, Coupa Software
The past year has been a demanding balancing act as companies face economic uncertainty, supply chain disruption, and pressure to remain profitable as costs rise. In a recent survey of over 600 CFOs, 93% shared that automation would better help them respond to these external forces. Join Coupa to understand how a robust business spend management practice can help finance leaders:
-Maximize spend under management, gain better visibility into working capital and optimize cash flow
-Standardize sourcing and procurement processes across your global entities
-Unlock data and analytics from your ERP
Wednesday, May 31, 2023 / 02:30 PM - 03:15 PM EDT
Mallory Bulman, Sr Director, Research, Gartner
Faith Vakil, Director Analyst, Gartner
Hilary Richards, VP Analyst, Gartner
Renata Viana, Director Analyst, Gartner
Join this peer-to-peer discussion to discuss best practices and lessons learned for shortening the accounting close.
Thursday, June 01, 2023 / 10:30 AM - 11:00 AM EDT
Peter Nagy, VP, Team Manager, Gartner
The Controllership is the largest – and most underappreciated - Finance subfunction. Digital innovations are usurping Controllership teams’ legacy responsibilities, calling into question the function’s value proposition. This session will introduce the emerging trends that are shaping tomorrow’s Controllership, from process-level innovations, to continued digital acceleration, and an emerging decision support mandate.(Credits: 0.5; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:30 PM EDT
Mallory Bulman, Sr Director, Research, Gartner
Digital transformation in the controllership can fail in the absence of a coordinated effort between the Controllership and other functions whose processes impact the close. We will discuss how to resolve points of disagreement with key upstream stakeholders and get the mindset of accountants on your team ready for digital transformation. (Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 12:00 PM - 12:45 PM EDT
Nisha Bhandare, VP Analyst, Gartner
Over 90% executives acknowledge they did not do enough to manage the organizational turmoil or are unsure how to minimize the distress during and after an ERP implementation. Join this session with your peers to ask a Gartner expert your most pressing questions on how to prepare your organization for an ERP to minimize the business disruption and maximize business outcomes.(Credits: 0.8; Field of Study: Business Management and Organization; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)
Thursday, June 01, 2023 / 01:35 PM - 01:55 PM EDT
David Woodall, DIRECTOR, R2R & FINANCE OPERATIONS ADVIS, Trintech
Gayla Steiner, VP, SALES, Trintech
During this session, you will learn why Nationwide prioritized the adoption of automation to modernize their balance sheet reconciliation process that resulted in reduced hours spent on the reconciliation and close process each month, improved reporting accuracy and freed up time for their accounting teams to refocus on providing strategic insights.
Thursday, June 01, 2023 / 02:00 PM - 02:30 PM EDT
Hilary Richards, VP Analyst, Gartner
Digital transformation of the accounting close process can fail in the absence of a coordinated effort between the Controllership and other functions whose processes impact the close. Join this session to learn how strengthening the resilience of the close is a more effective way to prepare for digital than simply optimizing the close. In particular, we will discuss: the differences between a process-optimization focus and a process-resilience focus, building a mechanism to evaluate process exceptions quickly in a digital environment, and sensing disruptions to the close process from upstream digitization decisions.(Credits: 0.5; Field of Study: Finance; Delivery Method: Group Live; Program Knowledge Level: Basic; Prerequisites: None; Advanced Preparation: None)