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Finance & Technology Priorities

Agenda

 

Day 1 - Tuesday, June 14 | Day 2 - Wednesday, June 15
 

Agenda topics, timing and speakers subject to change.

 

Day 1 - Tuesday, June 14 | 11:00 am - 4:30 pm Eastern 

11:00 am – 12:00 Pm

Opening Remarks

  • Chris Loy | Chair | Committee on Finance & Information Technology (CFIT)


Weathering the “Great Resignation” – Secure, Strengthen & Retain Finance Talent
As we begin a new year, CFOs and their teams must overcome unforeseen challenges and focus on implementing new strategies for organizational success. Talent is fast becoming a key aspect of profitability and maintaining a competitive edge. Attend this fireside chat to learn how your organization can retain and attract the right finance team as the “Great Resignation” sweeps the nation. This Fireside Chat will explore:

  • How to recruit, retain, and engage finance talent during the “Great Resignation”
  • The need for digital transformation and new technology investments
  • Ways to overcome the unprecedented talent crisis and strengthen your finance team

Speakers:

 
 

12:00 Pm – 1:00 pm

Fintech’s Role in the War for Cybersecurity
The development of blockchain platforms and new transactional paradigms produce new vectors for cybersecurity attacks and require new methods to mitigate these attacks. This session will focus on how advances in FinTech create both risks and opportunities in the cybersecurity arena.

Speaker:

  • Johnny Lee | Principal and Practice Leader for Forensic Technology | Grant Thornton
 
 

1:00 pm – 1:30 pm

Break

 
 

1:30 pm – 2:30 pm

Demystifying Intelligent Forecasting
It’s more important than ever to leverage advanced predictive techniques and new data types in order to forecast performance and make strategic business decisions. We call this concept “Intelligent Forecasting”. This session will sift through the marketing jargon and consulting buzzwords and provide a demo, along with some tangible examples and information on exactly how it works, and how you can apply these concepts in a practical way for your business to get started quickly.

Speakers:

  • Christina Cavanagh | Manager, Finance Transformation | KPMG
  • David Geiger | Director, Data Analytics & AI | KPMG
  • Pete Irwin | Principal, Data Analytics & AI | KPMG
 
 

2:30 pm – 3:30 pm

Intelligent Forecasting Success Stories
This session will present two case studies from companies in different industries that were able to apply Intelligent Forecasting in very different ways to get real business value. We’ll take you through the approach they each took, the data and technology they used, and most important the types of results they were able to achieve.

Speakers:

  • David Geiger | Director, Data Analytics & AI | KPMG
  • Upendra Kendurkar | Director, Data Analytics & AI | KPMG
  • Shehtaaz Zaman | Director, Finance Transformation | KPMG
 
 

3:30 pm - 4:30 pm

Business Synchrony: Achieving Technology-Centered Improvement
The marketplace is rapidly evolving. Sustainable success requires innovative thinking, seamless end to end business processes and aligned modern technology. Digital transformation — or technology-centered improvement — is helping businesses across industries modernize their infrastructures to meet new demands and emerging opportunities. Most of this progress is being made one stack at a time, but it’s the integration of these critical systems (i.e., Business Synchrony) that unlocks agility, delivers aligned data and insights, and supports true agility and enterprise performance management.

Attend this session to learn first-hand on why leaders must commit to digital transformation programs that optimize technology platforms, align data, and ensure integrated end to end business processes.

Speaker:

  • Ambareen Ahmed | Office of the CFO Program Director | Huron Consulting Group
 

Day 2 - Wednesday, June 15 | 12:00 pm - 4:30 pm Eastern

12:00 pm – 1:00 pm

Technologies Driving Deals
Leveraging state-of-the-art technology can allow finance to help speed up the M&A process and free up critical resources. Using AI and machine learning processes can speed everything from reviewing contracts to affirming financial due diligence can speed any lengthy deal process and save hundreds of thousands in fees.

Speaker:

 
 

1:00 pm – 1:30 pm

Break

 
 

1:30 pm – 2:30 pm

Go Big in Finance Tech While Being Small
Not every financial leader has the resources of a global enterprise, but that does not mean mid-market and smaller companies can’t compete in terms of technology. Learn how leaders from smaller enterprises are able to leverage vendor relationships and new processes to get the biggest bang for their tech dollar.

Speakers:

  • Cory Hrncirik | Finance Director | Microsoft
  • Natalia Leal | Finance Analyst | Microsoft
 
 

2:30 pm – 3:30 pm

Future of Finance: Technology? People? Or Both?
New financial technologies will create opportunities to increase efficiencies, but it will also require new skills. The competition for these talents will create new challenges for financial leaders to build the right team. Learn how some of the most forward-looking companies are addressing the “skills gap.”

Speakers:

  • Jeff Klebanoff | Managing Director, Finance Transformation, Global Business Services & Analytics | Moody's Corporation
  • Faina Leyvi | VP, Chief of Staff | Moody's Corporation
  • Patrick Martin | Managing Director, Chief Learning Officer | Moody's Corporation
  • Sofia Saborio | AVP, Business Intelligence and Analytics | Moody's Corporation
 
 

3:30 pm – 4:30 pm

Blockchain, NFT, Metaverse, Web 3.0 - What You Need to Know About Impacts to Your Business and Your Financial Statements
Blockchain, Crypto Land on the Balance Sheet. Customers are demanding to pay for goods and services with cryptocurrencies, while at the same time more back-office finance processes are landing on the blockchain. Get the latest updates on how Web 3.0 is impacting the finance suite.

Speakers:

 
 

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