Future of Technology in Finance Forum 2024

Agenda

Tuesday, June 25, 2024

Agenda topics, timing, and speakers subject to change.
 

11:00 am – 12:00 pm Eastern

A Brief History of the Future
1 CPE credit | Field of Study – Computer Software and Applications
Why, in an age of AI, humans will matter more than ever.

Presenter:
Mike Bechtel | Chief Futurist | Deloitte Consulting LLP

 
 

12:00 pm – 1:00 pm  Eastern

AI Use Cases for Finance and Accounting Departments
1 CPE credit | Field of Study – Information Technology
A discussion on the practical applications of AI in finance and accounting functions along with common challenges to overcome such as ROI, governance, and data.

Presenter:
Cory Hrncirik | Modern Finance Lead | Microsoft

 
 

1:00 pm – 2:00 pm Eastern

Lunch Session

 
 

2:00 pm – 3:00 pm  Eastern

Culture Change in Finance Transformation
Presented by EY
1 CPE credit | Field of Study – Information Technology
Join us to discover how leaders are pioneering the transformation of mindsets and fostering a tech-forward culture. Gain insights into upskilling strategies, delve into pivotal Gen AI competencies, and learn from academia's role in shaping tomorrow's accounting and technology professionals.

Moderator:
Naved Qureshi | Digital Practice Leader | Ernst & Young LLP

Panelists:
Meg Paschall | Principal - People Advisory Services | Ernst & Young LLP
David Wood | Professor, School of Accountancy | BYU

 
 

3:00 pm – 4:00 pm  Eastern

Planning and Forecasting Data Strategies
Presented by KPMG
1 CPE credit | Field of Study – Finance
Hear experts discuss real life examples of models & forecasting using next generation technology. The future of finance is coming to companies with new techniques such as signaling, touchless forecasts, and using market trends and historical data to predict future results.

Presenter:
J.T. Kaufmann | Managing Director, Finance Transformation | KPMG

 
 

4:00 pm – 5:00 pm  Eastern

ESG Data and Process Journeys
Presented by ServiceNow
1 CPE credit | Field of Study – Accounting
Join ServiceNow to hear their experts and internal ESG reporting team talk about how companies can be gathering data and implementing processes and controls cross-functionally to prepare for the eventual audit requirements that are part of ESG reporting frameworks such as CSRD, the final SEC Climate rule, and California's Climate Accountability Package.

Moderator:
Vilasinee Bunnag | Senior Manager, ESG Reporting and Disclosure | ServiceNow

Panelists:
David Alfonte | Strategic Porgrams Director, Operational Excellence | ServiceNow
Tori Muehlfeld | Director, Global People Strategy & Office of Chief People Officer Operations | ServiceNow
Mark Spinner | Sr Dir, Technical Accounting and SEC Reporting | ServiceNow

 
 
 

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