Agenda Day 1

Day 1 Sessions

We all know that parts of the AP process can be automated, however why stop there? In a future where AI will become ubiquitous, true AP transformation requires finance leaders to look at every part of the P2P process for AI-enablement opportunities. In this session we examine the state of AI in AP today and share insight into what a truly AI enabled P2P process will look like. We’ll look at how it will improve AP efficiency, operating models, end-to-end processes and the potential of finance to deliver even more value to their organization.

 



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Ashlee Bloom

Director, Client Experience
Oversight

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Emily Shirley

Principal
Oversight

There is no doubt that the skill set required of a finance professional has changed. Alongside professional finance training, AP professionals need to be data-literate, digitally savvy and strategic thinkers. Whilst this might seem a tall order, it’s also an exciting opportunity as it broadens the career opportunities available. In this session we’ve gathered a panel of finance leaders to discuss:

  • How to transform your skillset for the Age of AI 
  • Strategies for great finance leadership
  • How to get noticed and pivotal moments in our panels career
  • Developing soft and hard skills 
  • Different career paths for AP professionals


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Haley Fritz

Strategic Partnerships and Promotions Leader for Automated Finance GTM
FIS

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Arpitha Shetty

General Manager, Global Service Delivery Lead, R2R
Global Shared Services Kohler Co

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Lai Gaik Chew

Director GBS
Zalora

10:45 am - 11:15 am Case Study: Driving Strategic Impact with AI and AP Automation in Limbach Shared Services

Craig Yee - Chief Customer Officer, OpenEnvoy
Dom Traina - EVP of Shared Services, Limbach

In this session Dom Traina, EVP of Shared Services at Limbach, shares their story and lessons learnt when implementing AI into the AP process and the results it created. For Limbach, a building systems solutions firm operating across the US, speed and quality are vital, so reducing manual processes was the goal. Dom will share Limbach's journey, from defining key goals for AI-driven automation to selecting the right solution and partner. We’ll discuss the considerations that shaped their strategy and the roadmap they’ve developed to achieve operational efficiency, cost savings, and scalability in a rapidly evolving industry. 

 



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Craig Yee

Chief Customer Officer
OpenEnvoy

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Dom Traina

EVP of Shared Services
Limbach

11:30 am - 12:00 pm Debunking 3 Myths About AP Automation

Zach Low - Senior VP, Commercial, Rossum

In this session, Rossum’s Zach Low will be challenging the common misconception that automation is a 'magic bullet' for Accounts Payable. Through real-world examples, he’ll explore why focusing on the wrong metrics can lead to inefficiencies, how custom business logic can transform your AP workflows, and the hidden insights you could be missing from your data. By the end, you'll understand how to approach AP automation strategically, unlock its full potential and avoid “the accuracy trap.” Join us to discover how to turn your AP process into a competitive advantage.



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Zach Low

Senior VP, Commercial
Rossum

There have been several reports on what AI and Generative AI can do in the procure to pay space, these include contributing to invoice processing, spend analysis and supplier risk management. However, two years on from when it first exploded onto the scene, what’s been done? This session explores existing case studies, showcasing the benefits, results and challenges of implementing Generative AI in AP. 




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Leah Kahn

VP of Marketing
AppZen

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Shawn Zulfiqar

Generative AI Expert
Morgan Stanley

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Edesio Santana

Global Digital Acceleration Leader
3M