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 STAGE Barbara Corcoran Shark on ABC’s Shark Tank, Motivational Speaker, Executive Coach, Podcast Host, Author, Founder of The Corcoran Group Barbara Corcoran’s credits include straight D’s in high school and college and 20 jobs by the time she turned 23. It was her next job
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:	What AI Changes About Finance and How to Futureproof Rory Parness CFO, Niche 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:	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 James Catliff Lead, Product Consulting, FISPAN Presented by:	Future-Proofing Your Organization with AI-powered Cloud ERP Dave Kargman VP Solution Advisory – Cloud ERP / Finance, SAP Americas, Inc 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 KEYNOTE: On Guard: What Elite Competition Teaches the C-Suite Keynote Panelists USA Olympic Fencing Team Lauren Scruggs made history at the 2024 Paris Olympics — the first Black woman to win an individual Olympic fencing medal. Bryce Louie just helped
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 Amy Konary SVP & Founder of Zuora’s Subscribed Institute, Zuora Presented by:	AI-Native Finance: What CFOs Need to Know Before Evaluating Tools Apurv Bansal Co-founder & CEO, Zenskar Presented by:	AI Needs Better Data – How CFOs Build a Trusted Data Foundation for AI Tom Kelly Sr. Director Product Marketing/Management, Oracle NetSuite 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 Shoma Sinha Founder and Principal Advisor, Vikaraa 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:	The Collections Blueprint: How Modern Finance Teams Get Paid Faster Bergman Jodi Sr. Director, Product Management, Versapay Presented by:
2:30 pm	How CFOs are Rethinking Their Core Finance Systems for the AI Era Sandeep Chopra Co-Founder & CEO, Lensing Presented by:	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:
3:05 pm	A Practical AI Strategy for the Financial Close Presented by:	Agent-Native Finance: How FP&A Teams Are Putting AI Agents Into Production Today Albert Gozzi Co-Founder & CEO, Aleph Presented by:	Still Human: What AI Can’t Take from Finance Presented by:	How AP Is Embracing New Frontiers in AI for Automation & Fraud Prevention Jeff Feuerstein Senior Vice President of Paymode Product Management and Market Strategy, Bottomline Presented by:
3:40 pm	AI Agents and the Financial Close: Transforming Month-End Workflows Presented by:	From Spreadsheets to Strategic Planning: A CFO’s Journey to Connected Finance Presented by:	A Unified Finance Motion: What Agentic AI Means for Finance’s Next Chapter Presented by:
4:15 pm	Accelerating Cash Flow with Autonomous AI Presented by:				You Can’t Automate Accountability: AI Governance for the Modern CFO Ravi Malhotra Vice President, Heartbeam
4:50 pm	KEYNOTE STAGE Jamie Hess Keynote and TEDx Speaker, Media Personality, Podcaster, and Professional Development Coach Keynote and TEDx Speaker, Media Personality, Podcaster, and Professional Development Coach Jamie is a keynote and TEDx speaker, media personality, podcaster, and professional development coach.
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
9:00 am	KEYNOTE STAGE: Digital Transformation in Action: Inside Recent FinTech Upgrades Keynote Panel - What does digital transformation actually require inside a finance organization? In this panel moderated by Mike DePrisco, CEO of IMA (Institute of Management Accountants), you’ll
10:15 am	The AI Reckoning: What’s Actually Paying Off in Finance? Kate Daniels Director, Head of Partnership Alliances, Oracle NetSuite Presented by:	Designing the AI Operating Model: Native ERP AI vs. Frontier AI Platforms Ryan Brown Products Director, Digital Advisory Services, Baker Tilly Presented by:	Still Human: What AI Can’t Take from Finance 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
1:45 pm	KEYNOTE STAGE Dan Cnossen Paralympic Athlete, Motivational Speaker and Former Navy SEAL A true patriot, raised on the farmlands ofKansas, early on Dan knew he wanted to servehis country. Upon graduating high school, hewas accepted at the

Stack Hacks

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:	Secure Payments. Connected Vendors. Less AP Work. Presented by:	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:	Transform Fragmented Spreadsheets into Dynamic, AI-Driven Financial Decision Workflows Presented by:	AI-Powered Outcomes for Every Business Challenge 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:
3:30 pm	How Rillet’s AI Agents Automate Accounting Presented by:	Sage Intacct: Actionable Insights Powered By AI You Can Trust Presented by:
4:30 pm	The 572-Hour ERP Tax: From Spreadsheet Chaos to Real-Time Finance Presented by:

Time	Demo 1	Demo 2	Demo 3	Demo 4
10:30 am	Stop Chasing Variances: Let AI Find the Story Behind Your Numbers. Presented by:
11:00 am	Stop Spreadsheet Chaos and Drive Strategy with Intelligent Automation Presented by:
11:15 am	Lunch
12:00 pm	AR on Autopilot: From Invoice to Cash, Faster Presented by: