Agenda

Design Your Two Days at FATE

Time Keynote Theater 1 Theater 2 Theater 3 Theater 4 Theater 5 Theater 6
8:00 am

Registration

8:30 am

Show Floor Open

9:00 am

KEYNOTE STAGE

Barbara Corcoran
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

What AI Changes About Finance and How to Futureproof

Rory Parness
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
Brad Starks
Product Marketing Director, SAP Concur
Presented by:
10:50 am

Beyond the AI Demo: An Operating Model that Actually Drives Performance

Darrell Cox
Darrell Cox
Chief Financial Officer, Una AI
Presented by:

Modernization Mandate: How the Commercial Payments World is Changing

James Catliff
James Catliff
Lead, Product Consulting, FISPAN
Presented by:

Future-Proofing Your Organization with AI-powered Cloud ERP

Dave Kargman
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
JC Franzen
Director of Product Management, BILL
Presented by:

Breaking the Cycle: Eliminating Manual Work in Finance Once and for All

Chris Brewer
Chris Brewer
Growth Director, Nonprofit, Unit4
Presented by:
11:50 am
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

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
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
Apurv Bansal
Co-founder & CEO, Zenskar
Presented by:

AI Needs Better Data – How CFOs Build a Trusted Data Foundation for AI

Tom Kelly
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
Michael Pacifico
Director of AI & Automation, Armanino
Presented by:

Managing the Unmanaged: AI, Remote Work, and the New Rules of Risk

Shannon Kaiser
Shannon Kaiser
General Manager, Summit
Presented by:

Build vs. Buy in the Age of Agents

Christina Ross
Christina Ross
CEO & Founder, Cube
Presented by:

From Cost Center to Profit Driver: The New AP Playbook

Bo Hamerick
Bo Hamerick
Director Of Sales, Avidxchange
Presented by:

From Procurement to Forward-Deployed Finance—Transforming Your Finance Stack

Shoma Sinha
Shoma Sinha
Founder and Principal Advisor, Vikaraa
Presented by:
1:55 pm

FRACTIONAL CFO FORUM: How Fractional CFOs Actually Find Clients

Josh Aharonoff
Josh Aharonoff
Fractional CFO, Your CFO Guy

Garbage In, Governed Out: Clean Up Your Financial Data Before It Cleans You Out

Chris Millet
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
Mark Trimble
Manager, Sales, Procurify
Presented by:

The Hidden Reason Your AI Pilots Aren’t Paying Back (And the Five-Layer Fix)

Rowan Tonkin
Rowan Tonkin
Chief Marketing Officer, Planful
Presented by:

The State of Finance: How Ready is Finance for AI?

Toffer Grant
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

CONTROLLER TECH EXCHANGE: A Move on AI: Controllers’ Action Checklists

Mike Cordova
Mike Cordova
Chief Financial Officer, Anvil Corporation

How CFOs are Rethinking Their Core Finance Systems for the AI Era

Sandeep Chopra
Sandeep Chopra
Co-Founder & CEO, Lensing
Presented by:

Cybercrime 2.0 — AI and the New Wave of Corporate Financial Fraud

Michael Galanos
Michael Galanos
Head of Business Development, Eftsure
Presented by:
3:05 pm

How AP Is Embracing New Frontiers in AI for Automation & Fraud Prevention

Jeff Feuerstein
Jeff Feuerstein
Senior Vice President of Paymode Product Management and Market Strategy, Bottomline
Presented by:
3:40 pm

Payroll Strategic Value to the CFO

Davida Lara
Davida Lara
Executive Vice President, Payroll, Entertainment Partners
Presented by:
4:15 pm

Payroll Strategic Value to the CFO

Davida Lara
Davida Lara
Executive Vice President, Payroll, Entertainment Partners
Presented by:
4:50 pm

KEYNOTE STAGE

Jamie Hess
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

National Registry of CPE Sponsors

CPE Credits

Attendees will be eligible to receive 14 CPE credits.

Time Main Stage

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.

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
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.

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.

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

9:00 am

KEYNOTE STAGE

Barbara Corcoran
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

What AI Changes About Finance and How to Futureproof

Rory Parness
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
Brad Starks
Product Marketing Director, SAP Concur
Presented by:
10:50 am

Beyond the AI Demo: An Operating Model that Actually Drives Performance

Darrell Cox
Darrell Cox
Chief Financial Officer, Una AI
Presented by:

Modernization Mandate: How the Commercial Payments World is Changing

James Catliff
James Catliff
Lead, Product Consulting, FISPAN
Presented by:

Future-Proofing Your Organization with AI-powered Cloud ERP

Dave Kargman
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
JC Franzen
Director of Product Management, BILL
Presented by:

Breaking the Cycle: Eliminating Manual Work in Finance Once and for All

Chris Brewer
Chris Brewer
Growth Director, Nonprofit, Unit4
Presented by:
11:50 am
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

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
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
Apurv Bansal
Co-founder & CEO, Zenskar
Presented by:

AI Needs Better Data – How CFOs Build a Trusted Data Foundation for AI

Tom Kelly
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
Michael Pacifico
Director of AI & Automation, Armanino
Presented by:

Managing the Unmanaged: AI, Remote Work, and the New Rules of Risk

Shannon Kaiser
Shannon Kaiser
General Manager, Summit
Presented by:

Build vs. Buy in the Age of Agents

Christina Ross
Christina Ross
CEO & Founder, Cube
Presented by:

From Cost Center to Profit Driver: The New AP Playbook

Bo Hamerick
Bo Hamerick
Director Of Sales, Avidxchange
Presented by:

From Procurement to Forward-Deployed Finance—Transforming Your Finance Stack

Shoma Sinha
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
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
Mark Trimble
Manager, Sales, Procurify
Presented by:

The Hidden Reason Your AI Pilots Aren’t Paying Back (And the Five-Layer Fix)

Rowan Tonkin
Rowan Tonkin
Chief Marketing Officer, Planful
Presented by:

The State of Finance: How Ready is Finance for AI?

Toffer Grant
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
Sandeep Chopra
Co-Founder & CEO, Lensing
Presented by:

Cybercrime 2.0 — AI and the New Wave of Corporate Financial Fraud

Michael Galanos
Michael Galanos
Head of Business Development, Eftsure
Presented by:
3:05 pm

How AP Is Embracing New Frontiers in AI for Automation & Fraud Prevention

Jeff Feuerstein
Jeff Feuerstein
Senior Vice President of Paymode Product Management and Market Strategy, Bottomline
Presented by:
3:40 pm

Payroll Strategic Value to the CFO

Davida Lara
Davida Lara
Executive Vice President, Payroll, Entertainment Partners
Presented by:
4:15 pm

Payroll Strategic Value to the CFO

Davida Lara
Davida Lara
Executive Vice President, Payroll, Entertainment Partners
Presented by:
4:50 pm

KEYNOTE STAGE

Jamie Hess
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

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 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:

The Agentic Finance Layer. Clean, Decision-Ready Data Everywhere FP&A Happens

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:

AI-Native ERP for Complex Revenue and Operations That Require Rapid Change

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:

AI and Automation to Speed Up End of Month Close

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:

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 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:

Automate Travel, Expenses, and Policies in One Platform.

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:

Eliminate Manual FP&A Work with Agents that Run on Numbers You Can Trust

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:

Multiply Your Team’s Close Capacity by Replacing Manual Grunt Work with Audit-Ready Reviews.

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:

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.

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