FinTech Innovations Expo: June 2025 Solutions Showcase for Finance Leaders

Agenda

Thursday, June 26

10:30 am – 11:30 am  Eastern

Revolution vs. Evolution: Using Data to Shape Your Finance Transformation Strategy 
1 CPE Credit | Field of Study – Information Technology
Presented by FloQast

In today’s finance landscape, transformation isn’t just a buzzword – it’s a mandate. Yet too often, these transformation initiatives fall short. Teams resist change, implementations stall, and the potential of automation and AI remains unnoticed.

So, how can finance leaders drive meaningful progress?

Join FloQast for a discussion on how high-performing finance teams are using data and AI to evolve their operations, empower their people, and make their technology initiatives stick.

Whether you’re early in your transformation journey or looking to accelerate results, this session will offer actionable insights, real-world examples, and ways technology can help your finance function lead with confidence.

We’ll discuss:

  • Mindset: How to approach financial transformation in a way that puts people first and turns preparers into reviewers.
  • Strategy: Practical steps to create measurable results, from faster reconciliations to more seamless journal entry management.
  • Technology: How to avoid stalled implementations and poor adoption among your team by choosing the technology your team needs. 

 

Presenters:
Jason Andrews | Senior Product Marketing Manager | FloQast
Samantha Rosky | Solutions Consultant II | FloQast

 

 

11:30 am – 12:30 pm  Eastern

From Compliance to Confidence: How Technology and Innovation Are Transforming Financial Reporting
1 CPE Credit | Field of Study – Information Technology
Presented by Workiva

Finance and accounting teams are under growing pressure to do more with less—navigating expanding regulatory demands, siloed systems, and evolving stakeholder expectations. In this session, we’ll explore how leading accounting and reporting teams are using Assured Integrated Reporting (AIR) to move beyond basic compliance and toward strategic insight.

Learn how technology can support your journey from traditional SEC reporting to management reporting, GRC, and capital markets readiness. We'll share a practical framework for evaluating solutions and demo how integrated, intelligent reporting can empower your team at every stage of growth.

Learning Objectives:

  • Recognize emerging trends in technology, AI, and automation shaping financial reporting.
  • Understand how a connected reporting platform can support use cases beyond SEC compliance, including management reporting and Governance, Risk, and Compliance (GRC).
  • Learn how to assess your organization’s reporting maturity and map out a scalable technology strategy.
  • Discover how AIR can improve data trust, drive collaboration, and enable strategic decision-making.

Presenters:
Chelsea Hall | Industry Principal | Workiva
Derek Paschal | Lead Solutions Consultant | Workiva

 
 
 

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