FinTech Innovations Expo: A Solutions Showcase for Finance Leaders

Agenda

Wednesday, January 15

1:00 pm – 2:00 pm  Eastern

AI and its Impact on Finance
Presented by Microsoft
1 CPE credit | Field of Study – Information Technology
Studies show that 88% of finance leaders feel that they don’t have the tools to automate repetitive tasks. These administrative burdens leave organizations with less time to focus on strategy support and make innovative improvements.

The AI capabilities of tools like Copilot within Microsoft Dynamics 365 for Finance have the potential to automate tasks and streamline operations. Microsoft Copilot for Finance enables more efficient financial and variance analysis and the power to revolutionize financial management processes. For instance, it can facilitate tasks such as data reconciliation in Microsoft Excel and expedite the collections process in Microsoft Outlook.

Join our Microsoft expert to ask questions and learn how Copilot:

  • Accelerates decision-making by transforming data into actionable insights
  • Streamlines budgeting and advances financial forecasting 
  • Cuts costs by transforming manual tasks into more efficient experiences

Presenter:
April Olson | Head of Product, Microsoft Dynamics 365 Finance and HR | Microsoft

 
 

2:00 pm – 3:00 pm  Eastern

AI-Driven Finance: Powering Proactive Decisions
Presented by Oracle NetSuite
1 CPE credit | Field of Study – Information Technology
In today's dynamic business environment, finance leaders are embracing the power of real-time data and artificial intelligence (AI) to make proactive decisions.

This session will explore how CFOs can harness these technologies to minimize manual effort and address problems before they escalate. By utilizing AI to process and analyze data in real time, finance leaders can drive their organizations forward with agility and confidence.

Join us to discover how real-time predictions, insights, and EPM (Enterprise Performance Management) solutions are steering finance towards a strategically focused future. The session will also include a demonstration of our EPM with narrative reporting and intelligent insights.

Presenters:
Tom Kelly | Senior Director, Product Marketing | Oracle NetSuite
Alex Moreno Del Angel | Senior Solution Consultant | Oracle NetSuite

 
 

3:00 pm – 4:00 pm  Eastern

AI for Enterprise Lease Accounting
Presented by Trullion
1 CPE credit | Field of Study – Information Technology
Join Trullion and Grant Thornton for an in-depth look at how AI is reshaping enterprise lease accounting for organizations still relying on outdated systems.

We will cover the following topics:

  • Common Lease System Challenges: Review the business impact of complex contracts, resource-heavy workflows, and siloed data across systems, documents, and spreadsheets.
  • Building an AI-Driven Accounting Organization: Learn how to use NLP and OCR to extract key terms, dates, and financials, powered by advanced GenAI capabilities.
  • AI Demonstration: Watch Trullion’s AI-powered lease accounting solution in action.
  • Real Customer Success Stories: Hear real examples of customers transitioning from legacy systems to AI-driven lease accounting.

We’ll guide you through the essential steps to start your digital transformation journey at the lease accounting level, equipping you with everything you need to make an informed decision.

Presenters:
Ben Chacko | Senior Manager – CFO Advisory | Grant Thornton
Isaac Heller | CEO, Co-founder | Trullion
Lisa Kaestle | Managing Director | Grant Thornton Advisors, LLC
Jordan Sklar | Solutions Consultant | Trullion

 
 
 

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