Agenda

Design Your Two Days at FATE

Keynote | Wednesday, November 18 | 9:00 – 10:00 am ET

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 that would make her one of the most successful entrepreneurs in the country: She borrowed $1,000 and quit her job as a waitress to start a tiny real estate company in New York City. The Corcoran Group, the largest and best-known brand in the brokerage business, building the largest and best-known brand in the business.

Corcoran is the author of the best seller “Shark Tales: How I Turned $1,000 into a Billion Dollar Business!”

Corcoran is a motivational and inspirational speaker. She is a frequent small business and real estate contributor on every major network. Corcoran has been an investor/Shark for the past sixteen seasons on ABC’s four-time Emmy award winning show, Shark Tank, investing in over 120 businesses to date. Follow Barbara on Twitter, TikTok and Instagram @BarbaraCorcoran.

Keynote | Wednesday, November 18 | 4:50 – 5:30 pm ET

Jamie Hess

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. She contributes lifestyle advice to shows including TODAY, Good Morning America, The View, and beyond, and has been a trusted on-air brand ambassador on QVC for nearly a decade.

Prior to life in front of the camera, Jamie spent 17 years as a senior level PR & marketing expert on brands like McDonald’s, General Motors, LinkedIn, Barry’s Bootcamp, and W Hotels Worldwide.

Today, Jamie teaches her course, Brand Ninja, where she helps entrepreneurs and thought leaders learn the ins and outs of personal branding and how to land high paying brand partnerships.

Keynote | Thursday | 9:00 – 10:00 am ET

Digital Transformation in Action: Inside Recent FinTech Upgrades

Mike DePrisco | President and CEO of IMA

Anirudh Vadrevu | Financial Systems Manager, JetBlue

Rashida Malcolm Bradley | Lead Director of Health Services (Finance Ops), CVS

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 hear from experienced finance leaders including Anirudh (Ani) Vadrevu, Financial Systems Manager at JetBlue, and Rashida Malcolm Bradley, Lead Director of Health Services (Finance Ops) at CVS, who have led significant system upgrades and integration efforts.

They’ll unpack the practical decisions behind their transformation journeys — from system selection and integration considerations to stakeholder alignment and change management – and what they would do differently. Learn how others have successfully navigated complex system changes inside their organization as you balance digital transformation execution and tradeoffs in your own organization.

Read Bios

Mike DePrisco is President and CEO of IMA® (Institute of Management Accountants), where he leads strategy and engagement for a global community of about 125,000 accounting and finance professionals. With more than 30 years of executive leadership experience across professional associations and higher education, he is focused on expanding IMA’s value for professionals navigating a rapidly evolving business landscape.

Keynote | Thursday, November 19 | 1:45 – 2:30 pm ET

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 U.S. Naval Academy andspent the next four years relentlessly pursuingselection for SEAL training. One of only 16members of his class given the opportunity toenter Basic Underwater Demolition / SEALtraining as officers, Dan successfully completedthe grueling process in the fall of 2003.Over the next six years, Dan was deployedmultiple times to Iraq and Afghanistan and rosein rank to become the officer-in-charge of an18-man SEAL platoon.

In 2009, Dan was deployed to Afghanistan, intoan area of heavy combat. There, on a nightmission in the mountains, he stepped on an IED,losing both legs in the blast. He would later beawarded a Purple Heart and Bronze Star withValor.

For the next two years Dan fought for his life, enduring over 40 different surgeries, while readjusting to civilian life. It was during thistime, as part of his rehab, that he wasintroduced to the sports of cross-country skiingand biathlon. Never one to shy from achallenge, he eventually earned a spot on the2014 U.S. Paralympic Team.

In 2015, Dan returned to graduate school, earning two degrees from Harvard University.At the 2018 Paralympic Games Dan stole the show, remarkably winning one gold, four silver and one bronze medal over a period of eight days earning the honor of Best Male Athlete ofThe Games.

The learning theater agenda will be posted as we get closer to the event! Check back for updates or review last year’s agenda for a glimpse of what to expect.

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
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.

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
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.

The stack hacks agenda will be posted as we get closer to the event! Check back for updates or review last year’s agenda for a glimpse of what to expect.

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:
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:

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:
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:

Expo

Attend

Exhibit

Directory

Categories

Insights

Latest Posts

Certificate

Modules

Agenda

Barbara Corcoran

Shark on ABC’s Shark Tank, Motivational Speaker, Executive Coach, Podcast Host, Author, Founder of The Corcoran Group

Jamie Hess

Keynote and TEDx Speaker, Media Personality, Podcaster, and Professional Development Coach

Digital Transformation in Action: Inside Recent FinTech Upgrades

Mike DePrisco | President and CEO of IMA Anirudh Vadrevu | Financial Systems Manager, JetBlue Rashida Malcolm Bradley | Lead Director of Health Services (Finance Ops), CVS

Dan Cnossen

Paralympic Athlete, Motivational Speaker and Former Navy SEAL

Registration

Show Floor Open

Lunch

Super Hero Networking Reception

Registration

Show Floor Open

Registration

Show Floor Open

Lunch

Super Hero Networking Reception

Registration

Show Floor Open

Mike DePrisco | President and CEO of IMA

Anirudh Vadrevu | Financial Systems Manager, JetBlue

Rashida Malcolm Bradley | Lead Director of Health Services (Finance Ops), CVS