Finance Transformation Webinar Series


October 5 | 2:00 pm - 3:00 pm Eastern

Top 5 Areas of Focus for CFOs in 2023 and Beyond
(1 CPE credit | Field of Study – Finance)
Presented by SAP
This session will address the top 5 areas of focus for finance leaders. Focus areas include global cash visibility in the post-pandemic world, Environment, Social, and Government (ESG) reporting and disclosure, inflation and bottom-line impacts, geo-political impacts, and how organizations are investing in next-generation technologies including AI and machine learning to drive visibility and improve business outcomes.

After attending this session, you will understand how your organization can:

  • improve cash visibility;
  • develop end-to-end ESG reporting;
  • deliver real-time transparency to profitability analysis;
  • provide clarity into global trade; and
  • leverage technology for automation.

Elizabeth Milne | Senior Director, S/4HANA Finance Center of Excellence | SAP



October 12 | 2:00 pm - 3:00 pm Eastern

Strategies to Futureproof Your AR Automation
(1 CPE credit | Field of Study – Accounting)
Presented by Deluxe
Over the past year, accounts receivable teams have seen tremendous turbulence as inflation has impacted cash flow. Automation can help AR teams stay agile and dynamic amidst ongoing disruption, but systems and process changes can be daunting. How can AR teams strategically assess and identify areas to improve and futureproof their AR automation?

This session will cover what steps corporations can take to leverage their team's current tools to ease communication and training, recognize parallel efforts within their organizations, and understand the importance of providing a positive, customer-centered experience.

Mary Geary | Product Manager and Architect | Deluxe


October 19 | 1:00 pm - 2:00 pm Eastern

Beyond ROI: Building a Business Case for Record-to-Report Optimization
(1 CPE credit | Field of Study – Business Management & Organization)
Presented by BlackLine
Finance and accounting teams resoundingly agree that their traditional manual processes are not sustainable. They’ve embraced the idea that automation is imperative to managing a growing list of priorities and retaining talent. At the same time, technology investments for the office of the CFO are often deprioritized and funding remains a top challenge.

A persuasive and comprehensive business case is more than an ROI calculation. It starts with understanding how your people spend their time and highlighting your process challenges. In this session, transformation leaders from BlackLine will explore:

  • Leading practices for reviewing processes and identifying optimization opportunities
  • Top strategies for building momentum and confidence around change management
  • How BlackLine solutions and experts guide companies to successful R2R transformation

Jessica McKeon | Senior Manager of Solutions Strategy & Marketing | BlackLine
Vin Messina | VP and Global Head of Transformation | BlackLine


October 19 | 2:00 pm - 3:00 pm Eastern

Generative AI for Finance and Accounting
(1 CPE credit | Field of Study – Computer Software & Applications)
Presented by EY
Generative AI will have transformational impacts on many aspects of your organization – including the finance function. Join this discussion with EY to hear practical applications of how leading companies use generative AI to streamline finance and accounting functions and drive long-term organizational value.

Jason Dunleavy | Manager, Digital & Analytics | Ernst & Young LLP
Chuka C. Ilochi | Senior Manager, Digital & Analytics | Ernst & Young LLP
Naved Qureshi | Digital Practice Leader | Ernst & Young LLP
Sijo Sarah | Manager, Digital & Analytics | Ernst & Young LLP


October 26 | 1:00 pm - 2:00 pm Eastern

Maximizing Profitability: Revolutionize Your Budgeting & Planning with Advanced Financial Analytics
(1 CPE credit | Field of Study – Finance)
Presented by Lodestar Solutions
Ready to revolutionize your financial planning strategies? Explore the dynamic shift from traditional to cutting-edge planning techniques, uncovering the staggering costs of outdated processes. Discover how leveraging innovative Budgeting, Forecasting, and Planning software, IBM Planning Analytics, coupled with our transformative PROFIT framework, can amplify your analytics game. Embrace the power of real-time insights, agile decision-making, and strategic growth. Don't miss this chance to reshape your financial future and pave the way for unparalleled success in the new era of finance!

Michael Bernaiche | Operations/Services Manager and Business Analytics Coach | Lodestar Solutions Inc.
Heather Cole | Executive Coach/Business Analytics Advisor | Lodestar Solutions Inc.


October 26 | 2:00 pm - 3:00 pm Eastern

Charting a Future-Ready Path: How to Drive Finance Transformation Through Economic Uncertainty
(1 CPE credit | Field of Study – Economics)
Presented by PwC
Facing prolonged market instability, finance executives continue to prioritize building predictive models and strengthening scenario analysis capabilities to gauge the impact of the volatile business environment on their bottom line. And yet, CFOs remain optimistic that they can bolster enterprise resilience and stay on track toward long-term growth goals.

Join PwC subject matter experts to learn how to:

  • prepare your company for potentially complex risk scenarios, including looming recession, inflation, and geopolitical unrest;
  • lean into more agile, data-driven scenario planning, to model out the potential impacts of market risks; and
  • play an active role in driving business agility through collaboration and partnering across functions to position the enterprise to respond to new laws and increasing regulations.

Jenny Doerr | Finance Transformation | PwC
Kaiser Kaiserani | Finance Transformation | PwC


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