Agenda topics, timing, and speakers subject to change.
Day 1 | Thursday, June 12
11:30 am – 12:30 pm Pacific
Onsite (In-Person) Registration
12:30 pm – 1:45 pm Pacific
Joint Luncheon/Presentation with FEI + USC Financial Reporting Conference Attendees
Art of the Possible: Driving GenAI in Finance & Accounting
Presented by Microsoft
Discover how finance and accounting teams are embracing the use of Generative AI (GenAI) to transform operations and elevate strategic decision-making. This session explores emerging tools, breakthrough trends, and practical use cases that are reshaping the future of financial management. Attendees will gain insights into how GenAI is being applied to automate high-effort tasks, enhance forecasting and analysis, and drive innovation across finance functions.
Presenter:
Cory Hrncirik | Modern Finance Lead | Microsoft
2:00 pm – 3:00 pm Pacific
Leveraging GenAI in Finance & Accounting: Tools, Techniques, and Trends
Presented by EY
A practical roadmap for finance teams beginning their GenAI journey. Explore essential use cases, common challenges, and actionable best practices that provide a clear strategy for integrating GenAI into financial processes and decision-making.
Presenter:
Sam Peterson | Partner/Principal, Global Digital & Innovation | EY
3:00 pm – 4:00 pm Pacific
Transforming the Finance Workforce: Navigating AI, Automation & Reskilling
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.
4:00 pm – 4:15 pm Pacific
Networking and Refreshment Break
4:15 pm – 5:15 pm Pacific
Audit Readiness in Finance’s Evolving Technology Landscape
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.
5:15 pm – 6:15 pm Pacific
Networking and Cocktail Reception (Onsite)
Day 2 | Friday, June 13
7:30 am – 8:30 am Pacific
Breakfast Session
AI-Enhanced Financial Reporting: Accuracy, Transparency & Compliance
Presented by Klarity Intelligence
Examine how AI is reshaping financial reporting, auditing, and compliance by delivering enhanced accuracy and transparency, while also highlighting the need for professional skepticism. This session explores best practices for integrating AI into reporting processes, managing risks, and ensuring adherence to evolving regulatory standards.
8:30 am – 9:30 am Pacific
AI-Driven Predictive Modeling & Forecasting: Turning Insights into Action
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-driven predictive models.
Presenter:
Cory Hrncirik | Modern Finance Lead | Microsoft
9:30 am – 10:30 am Pacific
Agentic AI in Finance: Autonomous Decision-Making
Presented by Trullion
Discover how Agentic AI is paving the way for autonomous decision-making in finance. Learn how it optimizes workflows and empowers teams to make data-driven decisions independently, reshaping traditional financial operations.
10:30 am – 11:00 am Pacific
Networking and Refreshment Break
11:00 am – 12:00 pm Pacific
Governance & Controls: Safeguarding Financial Data in the Age of AI
Presented by Forvis Mazars
Explore the impact of AI-driven cyber threats on finance and how accounting professionals can enhance cybersecurity. Gain insights on collaborating with security teams, evaluating fraud detection tools, and training teams with actionable strategies to protect financial data, mitigate fraud risks, and ensure compliance.
Presenters:
Jared Forman | Enterprise Risk & Quantitative Consulting Leader | Forvis Mazars
Zohar Liebermensch | Director, Enterprise Risk & Quantitative Consulting | Forvis Mazars
12:00 pm – 1:00 pm Pacific
Closing Session
Back to Future of Technology in Finance Forum 2025 (Hybrid Event)