Jagan Reddy
Founder, CEO, RightRev
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.
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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.
Controller Tech Exchange | Wednesday, November 18 | 10:50 – 11:15 am ET
Scaling the Controller Function:
Building the Right Technology Playbook
Controller Tech Exchange | Wednesday, November 18 | 2:30 – 2:15 pm ET
A Move on AI:
Controllers' Action Checklists
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 Panel | Thursday | 9:00 – 10:00 am ET
Digital Transformation in Action: Inside Recent FinTech Upgrades
Rashida Malcolm Bradley | Lead Director of Health Services (Finance Ops), CVS
Stephen Edmondson | Director, Finance, FactSet Research Systems
Eric Lenard | Vice President & CFO, Innovation, Development & Quality, Medtronic
Stephen Edmondson | Director, Finance, FactSet Research Systems
Eric Lenard | Vice President & CFO, Innovation, Development & Quality, Medtronic
Anirudh Vadrevu | Financial Systems Manager, JetBlue
Moderated by: Mike DePrisco | President and CEO, IMA
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.
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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.
Stephen Edmondson is Director of Finance at FactSet Research Systems, where he leads Corporate FP&A. He brings a rare dual perspective to finance transformation: before moving into FP&A leadership, Stephen spent over a decade in application engineering, business intelligence, and data warehousing — building the technical foundation (SQL, Kimball dimensional modeling, TM1) he now applies to forecasting, planning, and executive reporting. A vocal advocate for a unified Finance Data Model as the foundation for scalable, trustworthy reporting, he has led cross-functional initiatives modernizing FactSet’s HCM and Finance systems and has partnered directly with the CFO, CPO, and executive leadership on strategic investment programs, pricing analytics, and board-level financial communications. Stephen holds an MBA in Business Analytics and Finance from NYU Stern and a B.S. in Computer Science from Michigan State University.
Eric Lenard is Vice President, Global Services Finance at Johnson & Johnson, where he leads global finance operations including accounting, payroll, compliance, and enterprise financial services for a global organization supporting J&J’s businesses worldwide. Since joining J&J in 2004, he has held numerous senior finance leadership roles across Vision Care, General Surgery, Orthopaedics, Corporate Treasury, and surgical robotics, and is known for driving large‑scale transformation, capital strategy, and operational excellence. Eric is a Certified Management Accountant, a member of the Institute of Management Accountants Global Board, and a recognized leader in finance and healthcare
Controller Tech Exchange | Thursday, November 19 | 10:50 – 11:15 am ET
The AI Acquistion Process:
Selection, Evaluation, Decision
Controller Tech Exchange | Thursday, November 19 | 12:35 – 1:00 pm ET
AI & Automation Adoption:
Real World Implementation Case Studies
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.
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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.
| Time | Theater 1 | Theater 2 | Theater 3 | Theater 4 | Theater 5 | Theater 6 |
|---|---|---|---|---|---|---|
| 8:00 am | Registration | |||||
| 8:30 am | Show Floor Open | |||||
| 10:15 am | –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 | 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:  | ||||
| 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:  | 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 | 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:  | From Cost Center to Profit Driver: The New AP Playbook
Bo Hamerick
Director Of Sales, Avidxchange 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:  | 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:  | What AI Actually Means for Finance TeamsPresented by:  | |||
| 5:30 pm | Networking Reception | |||||
| Time | Theater 1 | Theater 2 | Theater 3 | Theater 4 | Theater 5 | Theater 6 |
|---|---|---|---|---|---|---|
| 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: | |||||
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 | Demo 1 | Demo 2 | Demo 3 | Demo 4 | Demo 5 |
|---|---|---|---|---|---|
| 10:30 am | Use AI to Speed Up Quote-to-Cash OperationsPresented by: | How Invoice Exceptions and Vendor Fraud Get Caught Before They Ever Hit the BooksPresented by: | How Rillet’s AI Agents Automate AccountingPresented by: Rillet | Disconnected Systems Creating Manual Work? Sync Everything Automatically.Presented by: | The Agentic Finance Layer. Clean, Decision-Ready Data Everywhere FP&A HappensPresented by:  |
| 11:00 am | Meet Consolidation Premium: Tame Complexity, Close with Confidence and EasePresented by: | Beyond the AI Hype: Expense Automation Your Controllers Will TrustPresented by: | AI-Powered Revenue Intelligence with ReviPresented by:  | Avoid Costly Integrations and Lengthy Transformation Projects with O2C AIPresented by: | AI-Native ERP for Complex Revenue and Operations That Require Rapid ChangePresented by: Lensing.ai |
| 11:30 am | AI-Native Revenue Automation for High-Growth B2B Finance TeamsPresented by: | Disconnected Systems Creating Manual Work? Sync Everything Automatically.Presented by: | AI-Driven Cloud AR for End-to-End Finance AutomationPresented by:  | Stop Stitching Tools and Spreadsheets Together: Try All-in-One Cash Flow ManagementPresented by:  | AI and Automation to Speed Up End of Month ClosePresented 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 WorkflowsPresented by: | Don’t Pay the Wrong People: Protect Your Payments from Fraud, Errors and Cyber ThreatsPresented by: | Replace Spreadsheet Chaos with AI-Powered FP&A, Reporting, and Forecasting.Presented by:  |
| 1:30 pm | The Vendor Data Problem: Why AP Struggles and How AI Closes the GapPresented by:  | Finally, Visibility into What AI is Actually Costing You.Presented by: SpendHound | Transform Fragmented Spreadsheets into Dynamic, AI-Driven Financial Decision WorkflowsPresented by: | –Presented by: | |
| 2:00 pm | Building a Connected Finance Tech Stack: Integrations That Actually WorkPresented by: | Embedded ERP Banking: Why the Best Banking Experience is InvisiblePresented by:  | –Presented by: | How to Deploy Flexible, Reliable AIPresented by:  | |
| 2:30 pm | Stop Reacting, Start Leading: A Live Demo of SAP Cloud ERP for FinancePresented by:  | Building a Secure Foundation for AI, Remote Work, and Business ApplicationsPresented by: | 10x Your FP&A Team’s Strategic Impact with AI-Native Planning & ReportingPresented by: | Transform the Financial Close with Purpose-Built Agentic Accounting AutomationPresented by: | |
| 3:00 pm | Stop Reviewing Every Expense. Let AI Find What Matters.Presented by: | The Power of Automated Intercompany MatchingPresented by:  | Baker Tilly Guided AI: Upskilling AI for Trusted Enterprise SystemsPresented by: | A Live Look at Payment Automation That Pays You BackPresented by: | |
| Time | Demo 1 | Demo 2 | Demo 3 | Demo 4 | Demo 5 |
|---|---|---|---|---|---|
| 11:15 am | Lunch | ||||
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.
CPE Credits
Attendees will be eligible to receive 14 CPE credits.