Agenda topics, timing, and speakers subject to change.
Day 1 | Thursday, June 12
1:00 pm – 1:50 pm Pacific
Opening Keynote
Art of the Possible: Embracing GenAI in Finance & Accounting
1 CPE Credit | Field of Study – Information Technology
Presented by Microsoft
Discover how finance and accounting teams are pioneering the use of GenAI to transform operations. This session explores innovative tools, breakthrough trends, and real-world applications that are reshaping the future of financial management.
Presenter:
Cory Hrncirik | Modern Finance Lead | Microsoft
1:50 pm – 2:00 pm Pacific
Transition Break
2:00 pm – 3:00 pm Pacific
Leveraging AI in Finance & Accounting: Tools, Techniques, and Trends
1 CPE Credit | Field of Study – Information Technology
Presented by EY
This session will provide finance teams beginning their AI journey with an actionable overview of the essential use cases, mature and emerging solutions, common challenges, and best practices to guide the integration of AI into finance processes and decision-making. This topic remains highly relevant as companies adapt their finance functions to keep pace with rapid technological advancements.
Presenters:
Maria Cantillana Castro | Partner | EY
Sam Peterson | Partner/Principal, Global Digital & Innovation | EY
3:00 pm – 4:00 pm Pacific
Transforming the Finance Workforce: Navigating AI, Automation & Reskilling
1 CPE Credit | Field of Study – Finance
Presented by PwC
Explore how emerging technologies are reshaping finance roles and provide real-world examples of how companies are adapting. This session moves beyond trends, focusing on practical use cases in workforce planning, automation, and reskilling. Gain actionable strategies to build AI-ready teams and future-proof talent.
Presenter:
Matt Ritter | Principal | PwC
4:00 pm – 4:15 pm Pacific
Afternoon Break
4:15 pm – 5:15 pm Pacific
Audit Readiness in Finance’s Evolving Technology Landscape
1 CPE Credit | Field of Study – Auditing
Presented by Deloitte
As finance integrates AI, automation, and cloud systems, implementing robust audit processes from the outset is critical. This session examines strategies to involve external auditors early, build a strong internal audit function, and seamlessly integrate compliance, security, and risk management into your finance transformation roadmap.
Presenter:
Morgan Dove | Audit & Assurance Senior Manager – AI/Algo | Deloitte & Touche LLP
Bradley Niedzielski | Finance Transformation East Region Leader, Generative AI Leader, Partner – Audit & Assurance | Deloitte & Touche LLP
Day 2 | Friday, June 13
7:30 am – 8:30 am Pacific
Breakfast Session
Bending the G&A Curve with AI
1 CPE Credit | Field of Study – Information Technology
Presented by Klarity Intelligence
CFOs are responsible for managing cost. AI has already bent the R&D cost curve, G&A will be the next wave. Learn how companies like Doordash are already using Klarity to reset the G&A benchmark.
Presenter:
Andrew Antos | Co-Founder and CEO | Klarity Intelligence
8:30 am – 9:30 am Pacific
AI-Powered Predictive Modeling & Forecasting: Turning Insights into Action
1 CPE Credit | Field of Study – Information Technology
Presented by Microsoft
Discover how AI and machine learning can transform your forecasting processes, delivering actionable insights for improved financial planning and risk assessment. Learn best practices, benefits, and challenges in implementing AI-powered predictive models.
Presenter:
Cory Hrncirik | Modern Finance Lead | Microsoft
9:30 am – 10:30 am Pacific
The Arrival of Agentic AI for Finance and Accounting:
How it will work and how you can use it
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.
Presenter:
Jacob Sperry | VP of Customer Experience | Trullion
10:30 am – 11:00 am Pacific
Morning Break
11:00 am – 12:00 pm Pacific
Governance & Controls: Safeguarding Financial Data in the Age of AI
1 CPE Credit | Field of Study – Information Technology
Presented by Forvis Mazars
As AI capabilities grow, so do the risks to financial data. This session will focus on AI risk mitigation and governance, providing attendees with a comprehensive understanding of AI's background and associated risks. Through real-world examples and sample use cases, participants will explore effective governance strategies. Focusing on risk mitigation and the development of a robust AI framework, this session will equip attendees with actionable strategies to navigate regulatory compliance, manage risks, and build customer trust. Ultimately, participants will be empowered to leverage AI for operational efficiencies and growth in a controlled manner.
Presenters:
Jared Forman | Enterprise Risk & Quantitative Consulting Leader | Forvis Mazars
Zohar Liebermensch | Director, Enterprise Risk & Quantitative Consulting | Forvis Mazars
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