2025 Agenda

Learning Theaters

Time	Theater 1	Theater 2	Theater 3	Theater 4	Theater 5
3:05 pm	A Practical AI Strategy for the Financial Close Presented by:

Time	Theater 1	Theater 2	Theater 3	Theater 4	Theater 5
8:00 am	Registration
8:30 am	Show Floor Open
10:15 am	Beyond Automation: How AI Is Transforming Revenue Recognition and Forecasting Jagan Reddy Founder, CEO, RightRev Presented by:	The Adoption Gap: What’s Blocking Treasury Teams from Full TMS Value Presented by:	– Presented by:	The Trust Gap: Why Finance Teams Adopt AI but Don’t Rely on It—and How to Fix That Brad Starks Product Marketing Director, SAP Concur Presented by:	AI Spending Is a Forecasting Problem: A CFO’s Framework for AI Token Cost Control Alok Goel CFO, Drivetrain Presented by:
10:50 am	Beyond Outsourcing: AI, Talent, and the Rise of Global Capability Centers Presented by:	AI Is in Your Budget. Is It in Your Forecast? Presented by: SpendHound	Beyond the AI Demo: An Operating Model that Actually Drives Performance Darrell Cox Chief Financial Officer, Una AI Presented by:	Modernization Mandate: How the Commercial Payments World is Changing Presented by:	Autonomous Finance: Future-Proofing Your Enterprise with AI-powered Cloud ERP Presented by:
11:25 am	From Bottleneck to Advisor: Growing Firm Capacity Without Growing Headcount JC Franzen Director of Product Management, BILL Presented by:	The Heart of Regret: Why Finance Tech (and AI) Initiatives Fail to Deliver Value Brian Reid Managing Director, RESPEC Presented by:	The Execution Layer: Why Finance Close Software Never Touched the Real Work Presented by:	Stop Forcing Transformation: Why Finance Change Fails and What Actually Works Presented by:	Breaking the Cycle: Eliminating Manual Work in Finance Once and for All Chris Brewer Growth Director, Nonprofit, Unit4 Presented by:
11:50 am	Lunch
12:45 pm	Beyond the Pilot: Scaling Finance AI for Measurable Value Presented by:	Built for Accounting: Why the AI That Wins Won’t Be General Purpose Goel Goel Co-founder, CEO & CFO, Maxima Presented by:	Rebuilding the Close: From Spreadsheet Triage to Predictive Finance Katherine Shealy Principal Product Marketing Manager, Zuora Presented by:	AI-Native Finance: What CFOs Need to Know Before Evaluating Tools Apurv Bansal Co-founder & CEO, Zenskar Presented by:	– Presented by:
1:20 pm	Generative AI in Finance: From Hype to High-Value Use Cases Michael Pacifico Director of AI & Automation, Armanino Presented by:	Managing the Unmanaged: AI, Remote Work, and the New Rules of Risk Shannon Kaiser General Manager, Summit Presented by:	Build vs. Buy in the Age of Agents Christina Ross CEO & Founder, Cube Presented by:	From Cost Center to Profit Driver: The New AP Playbook Bo Hamerick Director Of Sales, Avidxchange Presented by:	From Procurement to Forward-Deployed Finance—Transforming Your Finance Stack Presented by:
1:55 pm	Garbage In, Governed Out: Clean Up Your Financial Data Before It Cleans You Out Chris Millet Managing Director, Digital Advisory Services – NetSuite, Baker Tilly Presented by:	The Shift Is Here: How Agentic AI Is Rewriting Your Workday Mark Trimble Manager, Sales, Procurify Presented by:	The Hidden Reason Your AI Pilots Aren’t Paying Back (And the Five-Layer Fix) Rowan Tonkin Chief Marketing Officer, Planful Presented by:	The State of Finance: How Ready is Finance for AI? Toffer Grant Founder and CEO, PEX Presented by:	Beyond the Invoice: How AI and Automation Are Rewriting the Rules of Cash Flow Predictability Christy Johnson Chief Product Officer, Versapay Presented by:
2:30 pm	How CFOs are Rethinking Their Core Finance Systems for the AI Era Sandeep Chopra Co-Founder & CEO, Everest Systems Presented by: Lensing.ai	Cybercrime 2.0 — AI and the New Wave of Corporate Financial Fraud Michael Galanos Head of Business Development, Eftsure Presented by:	AI in FP&A: Prompting, Validating, and Auditing LLM Outputs Presented by:	What AI Actually Means for Finance Teams Presented by:	The Hidden Cost of Doing Nothing: What 151 Finance Leaders Reveal About Modernization Presented by:
5:30 pm	Networking Reception

Time	Theater 1	Theater 2	Theater 3	Theater 4	Theater 5
8:00 am	Registration
8:30 am	Show Floor Open
10:15 am	– Presented by:	Designing the AI Operating Model for Finance: Native ERP AI, Frontier AI Platforms, and the Decisions That Matter Ryan Brown Products Director, Digital Advisory Services, Baker Tilly Presented by:
10:50 am	Build, Buy, or Integrate: Strategies for Your FY27 Finance Tech Stack John Colthart Chief Product Officer, Una AI Presented by:	Real-Time Visibility, Real Trust: Turning AP/AR Data into Advisory Conversations JC Franzen Director of Product Management, BILL Presented by:
11:15 am	Lunch
12:00 pm	– Presented by:

Stack Hacks

Time	Demo 1	Demo 2	Demo 3	Demo 4

Time	Demo 1	Demo 2	Demo 3	Demo 4
10:30 am	Use AI to Speed Up Quote-to-Cash Operations Presented by:	How Invoice Exceptions and Vendor Fraud Get Caught Before They Ever Hit the Books Presented by:	How Rillet’s AI Agents Automate Accounting Presented by: Rillet	Disconnected Systems Creating Manual Work? Sync Everything Automatically. Presented by:
11:00 am	Meet Consolidation Premium: Tame Complexity, Close with Confidence and Ease Presented by:	Beyond the AI Hype: Expense Automation Your Controllers Will Trust Presented by:	AI-Powered Revenue Intelligence with Revi Presented by:	Avoid Costly Integrations and Lengthy Transformation Projects with O2C AI Presented by:
11:30 am	AI-Native Revenue Automation for High-Growth B2B Finance Teams Presented by:	Disconnected Systems Creating Manual Work? Sync Everything Automatically. Presented by:	AI-Driven Cloud AR for End-to-End Finance Automation Presented by:	Stop Stitching Tools and Spreadsheets Together: Try All-in-One Cash Flow Management Presented by:
11:50 am	Lunch
1:00 pm	– Presented by:	Go Beyond Typical Outsourcing. Move Forward with AI-Ready Solutions. Presented by:	Modern AR Automation That Replaces Manual Tasks with Intelligent Workflows Presented by:	Don’t Pay the Wrong People: Protect Your Payments from Fraud, Errors and Cyber Threats Presented by:
1:30 pm	The Vendor Data Problem: Why AP Struggles and How AI Closes the Gap Presented by:	Finally, Visibility into What AI is Actually Costing You. Presented by: SpendHound	Transform Fragmented Spreadsheets into Dynamic, AI-Driven Financial Decision Workflows Presented by:	– Presented by:
2:00 pm	Building a Connected Finance Tech Stack: Integrations That Actually Work Presented by:	Embedded ERP Banking: Why the Best Banking Experience is Invisible Presented by:	– Presented by:	How to Deploy Flexible, Reliable AI Presented by:
2:30 pm	Stop Reacting, Start Leading: A Live Demo of SAP Cloud ERP for Finance Presented by:	Building a Secure Foundation for AI, Remote Work, and Business Applications Presented by:	10x Your FP&A Team’s Strategic Impact with AI-Native Planning & Reporting Presented by:	Transform the Financial Close with Purpose-Built Agentic Accounting Automation Presented by:
3:00 pm	Stop Reviewing Every Expense. Let AI Find What Matters. Presented by:	The Power of Automated Intercompany Matching Presented by:	Baker Tilly Guided AI: Upskilling AI for Trusted Enterprise Systems Presented by:	A Live Look at Payment Automation That Pays You Back Presented by: