Agenda topics, timing, and speakers subject to change.
Day 1 | Wednesday, April 9
10:00 am – 11:00 am Eastern
AI-Powered Finance: From Automation to Autonomous Decision-Making
1 CPE credit | Field of Study – Information Technology
Presented by Vic.Ai
The finance industry is moving beyond automation—AI is no longer just a tool for efficiency but a strategic partner in decision-making. In this session, finance leaders will explore how AI can transform their role from data processors to proactive strategists, leveraging AI-driven insights to drive cash flow optimization, risk management, and business growth.
Attendee Key Takeaways:
- Beyond Automation: The AI Evolution – How AI is shifting from rule-based automation to true autonomy in financial operations.
- The CFO and Controller Playbook for 2025 – How AI-driven finance teams are gaining a competitive edge with real-time insights and proactive risk management.
- Use Cases in AI-Augmented Decision-Making – Practical examples of how finance teams are leveraging AI to optimize cash flow, detect anomalies, and eliminate inefficiencies.
- The Future of AI in Finance: What's Next? – Emerging trends in autonomous finance, predictive forecasting, and AI-powered strategy execution.
Presenter:
Ben Baldyga | Vice President, Sales | Vic.ai
11:00 am – 12:00 pm Eastern
Microsoft Discovery Hour: The Road to Autonomous ERP
1 CPE credit | Field of Study – Information Technology
Presented by Microsoft
Generative AI continues to change how organizations and their employees operate: 79% of business leaders agree that AI adoption is critical for staying competitive. Shifting enterprise resource planning (ERP) from on premises to the cloud stands out as a key factor in amplifying the successful implementation of this technology.
A cloud-based ERP solution can help your company take the next step in its digital evolution, delivering speed, agility, and cost-efficiency for a competitive edge. Join us for a power-hour — including Q&A — to gain insights and learn best practices around ERP from Microsoft leaders, industry experts, and peers.
- Insights into the current state of AI and the role of leadership in approaching an AI transformation.
- How Dynamics 365 and Microsoft’s portfolio of AI-powered solutions and services are building the road to autonomous ERP.
- The potential value of a Dynamics 365 ERP solution for finance and supply chain management when combined with the AI power of Copilot.
Presenter:
Francois van Splunder | Director, Product Marketing | Microsoft
12:00 pm – 1:00 pm Eastern
Keynote
How AI is Bridging the Investor/Preparer Financial Reporting Gap
1 CPE credit | Field of Study – Information Technology
Artificial intelligence is transforming how investors and external stakeholders engage with quarterly reports, earnings calls, and investor relations (IR) communications. Extracting and interpreting insights from unstructured text—often beyond traditional regulatory reporting—has never been easier.
Discover why finance professionals have been disappointed by generative AI in the past, how they are leveraging unstructured data today, why this landscape is shifting, and how to capitalize on a new paradigm.
Presenter:
Kris Bennatti | CEO and Co-Founder | Hudson Labs
1:00 pm – 2:00 pm Eastern
AI with Purpose: Exploring Agentic Solutions in Finance & Accounting
1 CPE credit | Field of Study – Information Technology
Presented by Trullion
As finance and accounting functions face increasing complexity, evolving standards, and heightened demands for transparency, traditional automation is no longer enough. Enter agentic AI—intelligent systems with the capacity to act, adapt, and collaborate with limited human oversight.
In this session, you'll learn more about AI, how it's gaining ground in the accounting world, and how Trullion, an AI-powered accounting platform, is leveraging agentic AI to transform key accounting & audit functions. Through real-world use cases, we’ll demonstrate how Trullion’s agentic capabilities go beyond surface-level automation to actively interpret data, map it to GAAP & IFRS accounting standards, and generate compliant answers & insights.
Presenter:
Isaac Heller | CEO | Trullion
2:00 pm – 3:00 pm Eastern
Transforming Finance with AI: From Mature Solutions to Emerging Use Cases
1 CPE credit | Field of Study – Information Technology
Presented by EY
Artificial intelligence is reshaping finance and accounting, enhancing efficiency, accuracy, and decision-making. This session explores the latest AI-driven innovations for finance and accounting, from automated financial reporting and fraud detection to predictive analytics and risk management. Participants will gain insights into real-world applications, challenges, and the future impact of AI on finance and accounting. Whether you’re a finance professional or an AI enthusiast, this session will provide practical knowledge and strategies to leverage AI for success.
Learning Objectives:
- Understand the most common use cases for AI in finance and accounting
- Understand the AI solutions that are most mature and those that are still maturing
- Understand hot topics and emerging trends such as agentic AI workflows
- Understand some of the risks and roadblocks to successful AI innovation and implementation and how companies are addressing them
Presenters:
Sam Peterson | Partner | Ernst & Young LLP
Belen Villasante | Partner | Ernst & Young LLP
3:00 pm – 3:15 pm Eastern
Break
3:15 pm – 4:15 pm Eastern
AI in Accounting and Financial Reporting: How Might it Impact Your Audit?
1 CPE credit | Field of Study – Information Technology
Presented by Deloitte
Many organizations are looking to adopt Artificial Intelligence (AI) in accounting and financial reporting to tap into the power of the latest models and technologies. However, it is important to incorporate robust controls focusing on accuracy and transparency, to help maintain quality and trust.
Join industry experts and they discuss the overview of AI in accounting and financial reporting, potential impacts on your audit, leading processes for supporting accuracy and transparency while implementing AI in accounting plus transparency and human oversight.
Join us as we discuss:
- Overview of AI in accounting and financial reporting
- Potential impacts to your audit
- Leading processes for supporting accuracy and transparency while implementing AI in accounting
- Transparency and human oversight
- Data management and logging
- Testing and ongoing monitoring
- Documentation and reporting
Presenters:
Morgan Dove | Audit & Assurance Senior Manager – AI/Algo | Deloitte & Touche LLP
Ryan Hittner | Audit & Assurance Principal | Deloitte & Touche LLP
Mark Hughes | Audit & Assurance Consultant | Deloitte & Touche LLP
4:15 pm – 5:15 pm Eastern
Smoothing the Curve: AI-Leveraged Scaling
1 CPE credit | Field of Study – Information Technology
Presented by FloQast
In today’s rapidly evolving business landscape, scaling operations efficiently is a key challenge for organizations looking to sustain growth. This session delves into the distinction between revenue growth and operational growth. We will explore the transformation role of Generative AI (GenAI) as a unique technological force, highlighting how many organizations are currently applying GenAI in a limited, surface-level capacity, and how AI agents are poised to disrupt and redefine operational scaling.
Throughout the session, attendees will gain insights on how to unlock the full potential of GenAI to “smooth” your operational growth curve, driving scalable innovation and efficiency. Participants will leave with a deeper understanding of how AI can empower organizations to bypass traditional growth barriers and achieve seamless operational scaling.
Learning Objectives:
- Understand the difference in growth dynamics between revenue and operational scaling, and how each requires different strategies.
- Discover how Generative AI is being applied, why many are only scratching the surface, and how AI agents are transforming operations.
- Learn how to harness AI agents to streamline and smooth your operational growth curve, unlocking new pathways to scalable success.
Presenter:
Olivia Ek | Solutions Consultant | FloQast
Shivang Patel | VP, Product Marketing | FloQast
Day 2 | Thursday, April 10
11:00 am – 12:00 pm Eastern
6 Steps to Build an AI-Ready Finance Team
1 CPE credit | Field of Study – Information Technology
Presented by Oracle NetSuite
Businesses are turning to CFOs and other finance leaders to align AI capabilities with real business goals. One area the breakthrough technology is sure to impact: the skills your team needs. And facing a years-long talent shortage with no quick fix, this is the perfect time to reassess your talent strategy.
Join industry expert, Ian McCue, as he shares practical actions to build an AI-ready finance department, from finding valuable use cases for AI to identifying the right candidates to equipping current employees with skills that will soon be critical.
- Understand the impact of AI on the finance industry and its potential to transform daily tasks and operations.
- Explore talent acquisition strategies focusing on the skills needed in an AI-driven environment.
- Discover how AI-powered tools can automate routine finance tasks, improve efficiency, and enhance overall productivity.
- Recognize the role of AI in enabling finance teams to focus on strategic work, including the use of AI-generated narratives, anomaly detection, and predictive modeling.
Presenter:
Ian McCue | Senior Content Marketing Manager | Oracle NetSuite
12:00 pm – 1:00 pm Eastern
Keynote
Beyond the Hype: AI Disclosures, Risk Management, and Oversight
1 CPE credit | Field of Study – Information Technology
Artificial intelligence is transforming businesses, but as companies race to adopt AI, they must also ensure compliance with evolving SEC disclosure requirements. The SEC has already taken action against "AI washing" - where companies exaggerate or misrepresent their AI capabilities - and is scrutinizing boilerplate risk disclosures. For financial executives tasked with overseeing regulatory disclosures, there are often more questions than answers.
This session will explore key considerations for AI-related SEC disclosures, including how companies can avoid regulatory pitfalls, tailor risk disclosures to their specific AI applications, and enhance board oversight of AI adoption.
Presenters:
Ryan Adams | Partner, Public Company Advisory and Governance | Morrison Foerster
Scott Lesmes | Partner, Public Company Advisory and Governance | Morrison Foerster
1:00 pm – 2:00 pm Eastern
From Theory to Practice: Navigating AI Risk and Governance in Your Institution
1 CPE credit | Field of Study – Information Technology
Presented by Forvis Mazars
Discover the diverse aspects of artificial intelligence (AI) in the workplace with this timely and engaging session. We will dive into both the theoretical and practical aspects of risk mitigation and governance, guided by industry leaders who will share their unique insights and experiences. The session will offer a comprehensive understanding of AI's background and associated risks while exploring effective governance strategies. Through real-world examples and use cases, attendees will gain the knowledge needed to manage AI risks and implement best practices within their organizations.
Session Learning Objectives:
- Discover the background and associated risks of AI in institutions.
- Learn how to implement effective governance strategies to manage AI risks within your organization.
- Gain insights into real-world examples and AI use cases implemented in various establishments.
- Hear about the challenges and best practices of AI risk management through experiences shared by industry leaders.
Presenters:
Jared Forman | Enterprise Risk & Quantitative Consulting Leader | Forvis Mazars
Tendai Gomo | Managing Director, Cyber Security Consultant
Zohar Liebermensch | Director, Enterprise Risk & Quantitative Consulting | Forvis Mazars
Joseph Silverberg | Americas Head of Capital Management and Stress Testing (CCAR), Treasurer | DB Securities Inc.
Darien Sutton | Director, Enterprise Risk & Quantitative Consulting | Forvis Mazars
2:00 pm – 3:00 pm Eastern
Navigating an AI-Driven World with Confidence
1 CPE credit | Field of Study – Information Technology
Presented by KPMG
Trust is a crucial factor for successful adoption and acceptance of artificial intelligence technologies. From transparency and explainability to ethical considerations and data privacy, this session will delve into the key elements that foster trust and address the challenges associated with AI adoption.
This session will explore:
- The various dimensions of trust in AI
- How finance and accounting departments enable trust in their AI systems
- Strategies, best practices and real-world examples that can help build trust in an AI-driven world
Presenter:
Raymond Holt | Audit Managing Director – Technology Assurance | KPMG
3:00 pm – 3:15 pm Eastern
Break
3:15 pm – 4:15 pm Eastern
Unlocking Financial Intelligence: Why Everyone Needs an AI-Powered Central Insights Factory
1 CPE credit | Field of Study – Information Technology
Presented by MindBridge
Today’s finance leaders must navigate the relentless complexity of data, evolving business models, and mounting risks—all while driving profitability and growth. Traditional analytics only scratch the surface, but AI dives deeper, uncovering hidden inefficiencies, identifying unknowns, and untapped opportunities across FP&A, Record to Report, Order to Cash, and Procure to Pay. The AI-Powered Central Insights Factory doesn’t just automate—it learns, detects anomalies, and adapts in real-time, empowering leaders to act with confidence. This is intelligence at scale—optimizing decisions and accelerating transformation. Join us to discover how AI is revolutionizing finance, delivering smarter, faster, and more profitable outcomes.
Presenter:
Karthik Manimozhi | Chief Growth Office | MindBridge
4:15 pm – 5:15 pm Eastern
AI for CFOs: Real-World Case Study of Margin Expansion
1 CPE credit | Field of Study – Information Technology
Presented by Klarity Intelligence
In this session, you will learn:
- The Role of AI in Financial Reporting & Compliance – How AI-driven automation is transforming order management, revenue recognition, and compliance workflows.
- Unlocking Tribal Knowledge for Smarter Documentation – Leveraging AI to capture, structure, and optimize institutional knowledge for efficiency and accuracy.
- Staying Ahead in the AI-Driven Future – Key actions finance teams must take to adapt, stay compliant, and maximize AI’s impact on documentation and risk management.
Presenter:
Andrew Antos | Co-Founder & CEO | Klarity Intelligence
Back to AI in Finance and Accounting 2025: Managing Governance, Adapting the Workforce