2025 Agenda

Learning Theaters

Time	Theater 1	Theater 2	Theater 3	Theater 4	Theater 5
8:00 am	Registration
8:30 am	Show Floor Open
9:00 am	KEYNOTE: Mastering the Three Ps: People. Process. Product. Marcus Lemonis TV Personality, Entrepreneur, Advocate & Philanthropist For Marcus Lemonis, success in business doesn’t come from luck—it comes from discipline, clarity, and an unrelenting focus on what he calls the “3 Ps”: People, Process, and Product.
10:15 am	Beyond the Bottlenecks: Building Smarter Finance Teams With AI-Powered Automation JC Franzen Director of Product, BILL Presented by:	Finance at the Frontier: From Automation to Agentic ERP Muhammad Aurangzeb, Sr. Cloud Solution Architect, Microsoft Presented by:	An LLM for the CFO Office Niyati Chhaya Co-Founder & VP, Hyperbots Presented by:	The Future of Finance is Leaner, Faster, and More Efficient Antoine Dessart Head of Revenue Operations, FISPAN Presented by:	Drive Down Spend with Context and Control David Wieseneck Expert in Residence, Ramp Presented by:
10:55 am	Precision at Scale—Using AI to Optimize Outreach Timing, Frequency, and Segmentation in Accounts Receivable Dave Ruda Vice President of Product, Billtrust Presented by:	T&E Policy Failures Are Costing You — Fix Them Fast Brock Anderson Product and Design Leader, TravelBank Presented by:	Beyond Forecasting: Finance as a Driver of GTM Strategy Arthur Akhtenberg Head of Sales Finance, Brex Presented by:	Optimizing Reporting, Analytics, and AI to Strengthen Financial Resilience Tom Kelly Director of Product Marketing/Management, Oracle NetSuite Presented by:	Transforming Data into Strategic Value: Building a Scalable, Compliant, and Actionable Data Strategy with NetSuite Chris Millet Director \| NetSuite Solutions, Client Engagement, & Managed Services, Baker Tilly Presented by:
11:35 am	Cash Flow Without Friction: Strategies for AR Optimization Christy Johnson Chief Product Officer, Versapay Presented by:	Agentic AI in Finance and Accounting: ROI Perspectives Rajeev Pathak Co-Founder & CEO, Hyperbots Presented by:	What AI Actually Means for Finance Teams Puneet Lath Director of Product & Engineering, Expensify Presented by:	Top 5 Priorities for CFOs Driving Digital Change Mike DeMaio Senior Director Finance Solution Advisory, SAP Presented by:	Stop Closing the Books. Start Opening Strategy. Shubhendu Tripathi Founding Partner, Qubittron Presented by:
12:15 pm	Lunch
1:00 pm	Reimagine FP&A with Gen AI and Predictive Analytics John Colthart Chief Product Officer, Una Software Presented by:	Uncovering the Hidden Drivers of Profitability—Customers, Costs and the Value Chain Matthew Smith President & CEO, 3C Software Presented by:	From Cost Center to Control Tower: Rethinking the Finance Function in the Age of Automation Maggie Watson Senior Director, Sales and Partnerships, PEX Presented by:	30 Days to AI Fluency: The CFO’s Blueprint for Finance Transformation Alok Goel CFO, Drivetrain Presented by:	AI Can’t Replace YOU: Mastering the Balance Between People and Tech Christina Ross Founder and CEO, Cube Presented by:
1:40 pm	Smarter, Faster, Stronger: The AI-Driven ERP Evolution Carmel Wynkoop Partner, Technology – Business Analytics, Armanino Presented by:	Scaling Smart: How Tech Companies Streamline Their Tech Stack Reuben Cook President, Squire Technology, LLC Presented by:	From Manual to Momentum: Empowering Finance with O2C Automation and Strategic Insight Em Daigle Founder & Chief Automation Officer, OTTO-MATES Presented by:	The 5% Club: How CFOs Unlock ROI with Domain-Specific AI Emma Hart Solutions Engineer, Vic.ai Presented by:	The AI Advantage: Building a Smarter, Scalable Finance Tech Stack John Pepelnak Alliance Manager, Tipalti Presented by:
2:20 pm	Fighting Fraud in AP: Risks, Red Flags & Remedies William Prevost Account Executive, Yooz Presented by:	What Does It Mean to Be AI-Ready? Leah Weiss Co-Founder & CEO, Preql Presented by:	AI Meets Tax & Regulatory Complexity: A New Competitive Edge Albert Boulus Lead Product Manager, Avalara Presented by:	From Firefighting to Forecasting: Taking Control of SaaS Spend Justin Etkin Co-Founder & COO, Tropic Presented by:	Why Aligning Finance and Accounting is Critical to Your Business’ Agility James Glau Senior Director, Finance Strategy and Transformation, Anaplan Presented by:
3:00 pm	The AI Revolution for CFOs: Practical Applications and Future Opportunities Fabian Ferrada Senior Solutions Engineer, insightsoftware Presented by:	FP&A: From Excel to AI—What the Journey Looks Like Darrell Cox CFO, Una Software Presented by:	Accelerating Cash Flow—Navigating Payment Challenges During Economic Uncertainty Nicolas Corcia CFO, Quadient Presented by:	30-Day Roadmap for Implementing AI to Supercharge in Finance Sam Vaughn Director of Sales, Rippling Spend Presented by:	Ditch Your Copilots: Why Accounting AI Must Be Deterministic by Default Anji Ismail Co-Founder & CEO, Finnt Presented by:
3:40 pm	Less Busywork, More Impact: Transform Workflows With Intelligent Automation Yohan Lobo Senior Industry Solutions Manager, Services, M-Files Presented by:	Your Infrastructure is Showing: Tales from Behind the Finance App Curtain Jake Reeves Account Executive, Summit Presented by:	The Corporate Card Switching Dilemma Dan Osburn Chief Payments Officer, Payhawk Presented by:	Automating Variance Analysis with GenAI: From Data to Ready Commentary Gowtham Bharadwaj Vice President – Customer Success, Consark Presented by:	Revealed: The Hidden Tax on Company Growth Stuart Blake VP of Revenue North America, TravelPerk Presented by:
4:20 pm	Smarter Month-End with AI: Automate, Accelerate, and Eliminate Errors Luke Havens Solutions Consultant, Trintech Presented by:	Beyond the Hype: How To Drive Real Value with AI Mayur Sharma Strategic Finance & GTM Leader, Head of Sales, Abacum Presented by:	AI Agents for Finance & Accounting: Lessons from 3,000+ Finance Transformations Tim Fogarty AVP Digital Transformation, HighRadius Presented by:	AI-powered CFO: Leveraging Technology for Operational Excellence and Strategic Growth Ryan Steck Partner, Ignite Spot Accounting Presented by:	State of Spend: What Spending Trends Reveal About Our AI-Enabled Future Jason Powell Managing Director of Enterprise Transformation, Zip Presented by:
5:00 pm	KEYNOTE: Spreadsheets and Shenanigans Your Average Finance Bro Finance & Accounting Comedian; @youraveragefinancebro on Instagram Finance comedy is real — and so is the insight behind it.
5:30 pm	Super Hero Networking Reception

Time	Theater 1	Theater 2	Theater 3	Theater 4	Theater 5
8:00 am	Registration
8:30 am	Show Floor Open
9:00 am	KEYNOTE: Driving a Championship Culture Matt Doherty Motivational Speaker, Former Head Coach at Notre Dame and North Carolina Matt Doherty is a nationally recognized motivational speaker, best-selling author, and media personality. He guides corporations, C-suite managers, sales executives, and business and sports coaches
10:15 am	Making the Business Case for AP Automation in NetSuite: Prevent Fraud, Improve KPIs and Get Ahead of the Game Lee Jacobs Head of Product Management, Squareworks Presented by:	T&E Policy Failures Are Costing You — Fix Them Fast Brock Anderson Product and Design Leader, TravelBank Presented by:	Future Proofing your Enterprise through AI-powered Cloud ERP David Kargman VP, SAP Solution Advisory – Cloud ERP, Finance & Q2C Presented by:	Finance Leadership in the Age of AI Kate Daniels Head of Partnerships, Oracle NetSuite Presented by:	State of Spend: What Spending Trends Reveal About Our AI-Enabled Future Jason Powell Managing Director of Enterprise Transformation, Zip Presented by:
10:55 am	AI in Accounting and Finance: Risk, Reward & the Road Ahead Rowan Tonkin CMO, Planful Presented by:	Beyond the Bottlenecks: Building Smarter Finance Teams With AI-Powered Automation JC Franzen Director of Product, BILL Presented by:	How to Get the Most out of Your ERP With a Procurement Platform Romain Libeau Co-Founder & CEO, Pivot Presented by:		Embedding Compliance into the Daily Finance Workflow: Real-Time Reporting Controls & Alerts Edward Pratt Co-Founder & COO, Zenwork Inc. Presented by:
11:35 am	LUNCH KEYNOTE: MBA for Lunch Jack McCullough President & Founder, CFO Leadership Council A conversation facilitated by Ranga Bodla about Jack McCullough's latest book MBA for Lunch.
12:15 pm	Identifying Cost Efficiency Through a Payments Strategy Chuck Ellert Associate Managing Director of ACH Network Development, Nacha Leah Huey, AAP Director of ACH Network Development, Nacha Presented by:		From Manual to Modern with a 5x Faster Close Robert Whittley Solution Consultant, Campfire Presented by:	Streamlining Travel and Expense Management with AI Moira Fennell Strategic Finance Manager, Navan Presented by:	15 Data Points to Identify and Prevent Payment Fraud Matthew Morookian Director of Product Marketing, apexanalytix Presented by:
12:55 pm	The CFO as AI Buyer: Building Smarter Systems, Not Hype Cycles Sandeep Chopra Co-Founder & CEO, Everest Systems Presented by:	From Compliance to Growth Catalyst: How AI is Rewriting the Rules of Finance Jagan Reddy CEO & Founder, RightRev Presented by:	How Resilient Finance Leaders Turn Tech + Talent into Impact Manoj Yohannan Global Head of Growth Strategy, eClerx Presented by:		Closing the Gap: How AI Agents Streamline Billing, Collections, and Revenue Recognition Scott Anderson CRO, Tabs Presented by:
1:35 pm	KEYNOTE: Words Are Your Most Powerful Weapon: Communication Strategies from Inside the Secret Service Evy Poumpouras Former Secret Service Special Agent and Interrogator Success in work and life comes down to one thing: mastering the art of communication and Evy Poumpouras will teach you how to do it like a pro.

Stack Hacks

Time	Demo 1	Demo 2	Demo 3	Demo 4
10:40 am	From Chaos to Clarity with Yooz: Automate AP + Vendor Statement Reconciliation Presented by:	Calculate and simulate cost and profit outcomes that matter. Presented by:	Streamline travel and expense management — from bookings to books Presented by:	Gain real-time visibility, accelerate strategic growth, and reach operational excellence with our AI-powered ERP. Presented by:
11:05 am	Zero-touch journal entry reconciliation using AI + workflow hints. Presented by:	Solve the problem of fragmented, unreliable data that slows down your finance team. Presented by:	FP&A Your Way: The Future of Forecasting—Flexible, Unified, Intelligent Presented by:	Handle reimbursements, card reconciliation, and travel—all at the speed of chat. Presented by:
11:30 am	Delete the busy—free finance from low-value manual work. Presented by:	Stop overpaying for SaaS. Automate the admin and save big on SaaS spend. Presented by:	Close Fast and Scale Smarter with Next-Gen ERP Presented by:	Eliminate manual AP touchpoints in NetSuite with AI-powered workflows. Presented by:
11:55 am	From data dump to decision engine—empower your ERP with AI. Presented by:	Manage expenses, reimbursements, travel, procurement, treasury, and more—all in a single workflow Presented by:	Drive faster, sharper reporting with AI-powered financial consolidation. Presented by:	Unlock faster AP cycles by starting upstream with intelligent intake Presented by:
12:20 pm	Break
1:10 pm	AI chatbot delivers instant, flexible AR insights. Presented by:	Automate workflows, find and organize files & information instantly, with compliant, intelligent content management. Presented by:	Customize and export data to monitor spend and compliance. Presented by:	Subscription sales-to-cash transaction processing and trend analysis. Presented by:
1:35 pm	Prevent your financial app from crashing when you need it most. Presented by:	Data-Driven Decisions: The Modern AI Finance Analyst in Action Presented by:	Eliminate manual F&A effort and enhance decisions via agentic AI. Presented by:	Improve cash flow, reduce DSO and AR aging with invoice-to-cash finance automation. Presented by:
2:00 pm	Beyond Assistants: The Multi-Agent FP&A Platform Presented by:	Streamline finance operations by integrating banking directly into your ERP, eliminating fragmented tools and reducing AP automation complexity and costs. Presented by:	Manual travel & spend slows business — TravelPerk automates it. Presented by:	Close the books faster with agentic AI in SAP and beyond. Presented by:
2:25 pm	Embedding AI assistants to boost collaboration, speed planning, and automate tasks—freeing finance to focus on strategy. Presented by:	Eliminate receipt-chasing and save 8 hours a month closing the books. Presented by:	Replace manual input and stale assumptions with real-time revenue and operational data to better forecast. Presented by:	Get paid faster and reduce DSO with AI agents that automate billing and revenue workflows. Presented by:
2:50 pm	Accelerate cash flow by eliminating AR inefficiencies. Presented by:	Make transaction matching autonomous — let finance handle exceptions, not chaos. Presented by:	Unify your finance stack: automate subscription billing, revenue recognition, and reporting with NetSuite + SuiteCentral. Presented by:	Automate complex revenue recognition for growing businesses with confidence. Presented by:
3:15 pm	Optimize inefficient and fragmented closing processes with automation and intelligence. Presented by:	10x your FP&A team’s strategic impact with AI-native planning & reporting. Presented by:	Stop the Leakage: How to Set and Update T&E Policy to Enforce Adherence Presented by:	Minimize supplier risk with touchless onboarding, risk management and audits. Presented by:
3:40 pm	From question to clarity—fast, AI-driven tax compliance. Presented by:	Streamline order to cash to drive accuracy and support new GTM models. Presented by:	Centralize All Spend to Unlock Financial Clarity and Accelerate Decision-Making Presented by:	Close faster. Change safely. Finally, ERP that keeps up. Presented by:
4:05 pm	From Chaos to Close: How to leverage AI to produce deterministic-by-default, Audit-Ready Journals From Any Data. Presented by:	Smarter invoice processing, seamless bill pay — powered by purpose-built AI. Presented by:	Turning Modern Data into AI-Powered Insights Presented by:	End-to-End AP Automation for Unprecedented Efficiency and Control. Presented by:
4:30 pm	Unlock real-time visibility and proactive spend control on your existing bank issued corporate cards Presented by:	See how Rippling Spend cuts your month-end close by 80% Presented by:	People Power the Platform: The Secret to Better Outcomes Presented by:	95% of AI projects fail – how can you create value? Presented by:

Time	Demo 1	Demo 2	Demo 3	Demo 4
10:40 am	AI co-pilot for solving cash visibility, broken forecasts and endless reconciliations. Presented by:	AI Powered, Expert Led Unrivalled Touchless AP Automation Presented by:	Onboard, verify and approve to pay your vendors in a single workflow. Presented by:	AI-powered billing and quote-to-cash automation for modern B2B finance teams including BILL.com, Anthropic and Stripe. Presented by:
11:05 am	Securing the autonomous future of finance with AI-native order-to-cash. Presented by:	Verified vendors. Indemnified payments. Guaranteed peace of mind. No caveats. Presented by:	Automate time-consuming accounting processes with AI agents. Presented by:	How to Streamline and Automate Payments inside of NetSuite. Presented by:
11:30 am	Break
12:20 pm	Upgrade your payables—safer, more efficient payments start now. Presented by:	AI agents that replace humans in finance… so back office can focus less on receipts and more on strategy. Presented by:	Detect financial risks before they happen with unified analytics Presented by:	Unify HCM, Finance, and IT in one platform. Presented by:
12:45 pm	End payment delays with AI-powered automation built for growing businesses. Presented by:	Two Agents, Zero Surprises: Transaction Patrol + Flux – Smarter Detection. Faster fixes. Cleaner books. Presented by:	Unlock faster AP cycles by starting upstream with intelligent intake Presented by:	Finance built for speed and control. Presented by:
1:10 pm	Automate & centralize your financial reporting. Without change management headaches. Presented by:	Eliminates manual data entry, errors, and approval bottlenecks in AP. Presented by:	Real-Time Information Reporting — Automate, Validate, Comply Presented by:	AI-Powered EPM: Smarter Planning, Faster Close, Seamless Strategy Execution Presented by: