Experience the Excitement of IA Week: Finance Transformation 2024 in Atlanta!

We’re still buzzing from the incredible success of IA Week: Finance Transformation 2024! Held in Atlanta in November 2024, the event brought together leaders in finance automation and transformation to share insights, forge connections, and drive innovation. The detailed Post-Show Report captures the essence of this dynamic event and offers a deep dive into:

• Fan-Favorite Sessions: Discover the standout sessions and top-rated speakers who left a lasting impression, discussing key topics like enhancing FP&A, generative AI, cross-functional collaboration, agentic AI, and decision-making, to name a few.
• Top Companies: From Fortune 500s to innovative startups, see the diverse range of companies that participated, including Hewlett Packard Enterprise, Netflix, Google, U.S. Venture, Cargill, and many more.
• Audience Insights: Understand the demographics of our attendees, their seniority, industry, and the decision-makers shaping the future of finance transformation.
• Attendee Experiences: Hear firsthand from your peers about their positive experiences and why IA Week was such an intimate, groundbreaking event.
• Event Highlights: Reflect on the standout moments and sessions that made a lasting impact.
• Trending Topics: Explore the most discussed themes on social media.

Relive all the amazing moments by exploring the Post-Show Report. To request your copy via email, simply click here.

Discover the Highlights of IA Week 2024 in Dallas!

Relive the excitement of IA Week 2024, where industry leaders gathered in Dallas in June to share insights, forge connections, and drive innovation. The comprehensive Post-Show Report report captures the essence of this networking event and offers a deep dive into:

• Who Attended: Explore the diverse range of companies and organizations that participated.
• Geographic Breakdown: See where our attendees hailed from, showcasing our global reach.
• In-Depth Testimonials: Hear directly from attendees and speakers about their experiences.
• Memorable Moments: Recall the standout events and sessions that made a lasting impact.
• Social Buzz: Discover the most talked-about topics on social media.
• And much more!

To request your copy via email, simply click here.

The Agenda at a Glance is your exclusive preview of the transformative sessions and inspiring speakers awaiting you at this year’s event. Ready to learn more? See the full Event Guide here.

What’s Inside?

✔ Industry-leading speakers from top organizations sharing real-world insights and success stories.

✔ Key sessions focused on AI, automation, digital transformation, and process excellence.

✔ Exclusive networking opportunities to connect with like-minded professionals and solution providers.

✔ Pricing details to help you plan your IA Week experience.

Why Attend IA Week 2025?

📍 Location: Dallas, Texas | Dates: June 10-12, 2025

IA Week is the premier hub for automation and business transformation, bringing together decision-makers and pioneers to shape the future of intelligent automation.

Don’t miss out on this opportunity! Download the Agenda at a Glance and start planning your IA Week journey today.

Unlock the Full Potential of Intelligent Automation

In today’s fast-evolving digital landscape, intelligent automation isn’t just an advantage—it’s a necessity. But success requires more than just technology; it demands strategy, alignment, and execution.

Introducing "The Business Leader’s Handbook for Intelligent Automation"—your essential guide to turning automation into measurable value. Whether you're scaling your automation initiatives or refining your approach, this handbook delivers:

✅ Proven frameworks to identify high-ROI automation opportunities

✅ Expert insights into building the right tech stack for long-term success

✅ Best practices to avoid common pitfalls and maximize impact

✅ Exclusive interviews with IA Week speakers Deji Adedayo (Gordon Food Service) and Kartick Kalaimani (Dentsu)

Hear from Claire Grosjean, Senior Director of Business Process Management at Technology Credit Union, as she shares expert strategies on leveraging intelligent automation for financial services transformation in this exclusive video interview at Intelligent Automation Week. 

Automation and AI are reshaping business operations, but how can organizations maximize their impact while overcoming common challenges? Claire Grosjean discussed:

• The role of automation in driving efficiency and innovation
• How BPM enhances financial services and operational success
• Key challenges in implementing intelligent automation
• The future of AI, RPA, and digital transformation in banking
• Lessons from IA Week 2025 on optimizing business processes

This interview provides actionable insights for professionals looking to streamline operations, improve ROI, and stay ahead in the automation landscape.

How AI Agents Are Reshaping Business Strategy, Automating Decisions, and Driving Competitive Advantage

The future of automation isn’t just about bots and workflows—it’s about intelligent AI Agents that learn, adapt, and make real-time decisions.

In this exclusive report, you’ll discover how Agentic AI is revolutionizing industries by:

✅ Automating business decisions to enhance efficiency and reduce costs.

✅ Transforming customer service, finance, and operations with real-time intelligence.

✅ Collaborating with humans and other AI agents to create fully autonomous business ecosystems.

What You’ll Learn:

• What makes AI Agents different from traditional automation.
• The biggest opportunities for AI-driven business transformation.
• How leading organizations are already leveraging AI Agents to gain a competitive edge.
• The challenges of integrating AI autonomy—and how to overcome them.

Unlock the Full Potential of Automation

Automation is no longer a competitive advantage - it’s a necessity. But without alignment across IT, operations, and business leadership, even the most advanced automation initiatives can stall. In this exclusive feature, industry experts and IA Week speakers reveal how to overcome the top roadblocks in automation transformation and provide a roadmap for cross-functional collaboration that accelerates adoption and maximizes ROI.

Inside This Article, You’ll Discover:

✔ The biggest challenges organizations face in automation transformation - and how to solve them

✔ Best practices for breaking down silos and aligning priorities across teams

✔ Real-world case studies from Amazon, JPMorgan Chase, HSBC, Verizon, and Cleveland Clinic

✔ Insights from leading automation experts on driving continuous improvement with IA

✔ How AI-powered automation is reshaping industries and preparing businesses for the future

Exclusive Speaker Interviews

Hear from two IA Week speakers (Vinay Gangidi, Senior Manager, Intelligent Automation, Ansys and Prathap Raghavan, Director of Product Management, Santander Bank) as they share their firsthand experiences in overcoming automation challenges, securing leadership buy-in, and ensuring automation drives real business impact.

Get a concise look at the game-changing insights, technologies, and real-world success stories shaping the future of Intelligent Automation.

What’s Inside?

• Renowned Speakers: Hear from top organizations like JPMorgan Chase, Walmart, and Uber.
• Key Sessions: AI, automation, digital transformation, and process excellence.
• Networking Opportunities: Connect with like-minded professionals and solution providers.
  

Enhancing Customer Experience with Intelligent Automation

Customer expectations are higher than ever - fast service, personalization, and seamless interactions are now the standard. Companies that leverage AI-driven automation to optimize CX gain a competitive edge.

"Using Automation as a Tool to Enhance Customer Experience" explores how leading brands are transforming CX with intelligent automation. Inside, you'll find:

✅ Real-world case studies from leading brands like Starbucks, Netflix, Verizon, and Bank of America

✅ Proven strategies to deploy AI-powered chatbots, predictive analytics, and intelligent automation at scale

✅ Actionable insights to enhance engagement, reduce friction, and drive measurable ROI

✅ Expert frameworks for overcoming automation challenges, from AI governance to integration hurdles

Discover Who’s Attending Intelligent Automation Week 2025

Join us in Dallas for the premier event in intelligent automation and business transformation!

Current Attendee Snapshot

• Industry leaders gathered: See which top organizations and professionals will be in attendance.
• Key decision-makers: Explore the executive roles and automation experts shaping the future of IA.
• Connect & collaborate: Engage with pioneers driving innovation in automation, AI, and digital transformation.
  

Discover the Directors, VPs, and Heads of Intelligent Automation and Process Improvement from top companies like Bank of America, General Mills, Merck, Southwest Airlines, and Walmart who attended last year. Get your copy of the Past Attendee Snapshot to see the full list of attendees you can network with at the Intelligent Automation Week Conference in June 2025.

If you prefer to receive a copy via email, contact us at enquiry@iqpc.com.

Are you overwhelmed by the complexity of financial reporting tools but still facing data quality issues? We recently sat down with Paul Rodwell, Global Accounting, Finance & Billing Systems, Enterprise Data at Experian to discuss the solutions you need for effective global reporting.

• Insightful Case Study: Learn from Experian's journey in data management.
• Enhanced Data Quality: Understand strategies to improve data consistency and governance.
• Practical Benefits: Gain actionable insights to enhance your financial reporting processes.

Dive into your complimentary copy to see how Experian's innovative strategies can transform your data management approach. Read it today! Click here to have your copy emailed to you.

Generative Artificial Intelligence (Generative AI) is revolutionizing various sectors by streamlining processes and enhancing personalized experiences. However, it also introduces significant risks that need careful management. This report explores:

• How Generative AI can drive innovation and efficiency
• The potential for personalized customer experiences
• Ethical and security risks associated with
• Generative AI Economic impacts on different industries
• Strategies for balancing risks and rewards

Uncover the transformative potential of Generative AI and learn how to navigate its complexities to benefit your business and society.

Want a copy emailed to you instead? Click here.

In today's dynamic business landscape, efficiency and innovation are paramount. Leading companies like Amazon, Google, and IBM are at the forefront of adopting intelligent automation (IA) and artificial intelligence (AI). This report delves into:

• Actionable insights from industry leaders
• Strategic challenges in automation selection
• Steps to enhance business efficiency
• Ways to stay competitive in the market
• Building an aspirational future for your business

Discover how to navigate the complexities of automation and drive your business towards a more efficient and competitive future.

Want a copy emailed to you instead? Click here.

We recently sat down with Dennis Culver, Jr., CPA, Vice President, Performance Improvement at BlueCross BlueShield of Tennessee to discuss selecting the best automated processes for enhanced business performance. Get your copy of the interview today to explore:

• Clear Communication and Defined Roles: Discussing the importance of clear communication channels and defined roles for alignment
• Effective Governance for Collaboration: Exploring the role of governance structures in guiding collaboration across relevant IT operations
• Balancing ROI and Strategic Importance: Examining how to balance ROI considerations with strategic objectives and integration opportunities
• Securing Buy-in from Business Unit Leaders: Strategies for effectively communicating the benefits of automation to business unit leaders and gaining their commitment to transformation

Want a copy sent to you? Click here and we'll email a copy straight to your inbox.

We recently sat down with Vivek Goel, Chief Artificial Intelligence Strategist at Wellness Connection to discuss integrating IA and gen AI for unlocking scalable automation. Get your copy of the interview today to explore:

• Integration for Scale: Combining IA with gen AI scales automation initiatives by covering both routine and complex tasks efficiently
• Holistic Strategy: Integrating IA and gen AI forms a comprehensive automation strategy adaptable to organizational needs, fostering efficiency and innovation
• Data Governance: Robust data governance, including quality tools and compliance measures, ensures data integrity and trustworthiness
• Value of Integration: IA and gen AI integration boosts automation's scope and sophistication, driving innovation, efficiency, and customer satisfaction

Want a copy sent to you? Click here and we'll email a copy straight to your inbox.

We recently sat down with Sharlene Jenner, Vice President, Engagement Strategy & Marketing Technology at ABELSONTAYLOR GROUP to discuss navigating gen AI in marketing. Get your copy of the interview today to explore:

• Comprehensive Understanding of Objectives: Strategically aligning generative AI tools with diverse marketing goals by comprehensively understanding nuances, target audience, messaging, and KPIs
• Cross-Functional Collaboration: Fostering collaboration among marketing, data science, and legal teams to ensure optimal selection and implementation of AI tools aligned with business goals and regulatory standards
• Strategic Integration of AI: Ensuring strategic alignment between AI capabilities and specific marketing objectives for precision and effectiveness, tailored to nuanced requirements
• Data Integrity and Privacy: Meticulously safeguarding customer data integrity and privacy to preserve trust, ensure compliance, mitigate risk, and foster long-term relationships

Want a copy sent to you? Click here and we'll email a copy straight to your inbox.

Check out the three featured presentations from past Intelligent Automation Week events for some insights you won't want to miss:

• Mastercard's Robust Bot Production & Life Cycle Initiatives
• The Bold, Tenacious, Change Makers - Transforming a Way of Working with Automation
• Optum's Use of IA to Deliver Patient & Operational Efficiencies

Discover how AI and automation are revolutionizing business processes with insights from Steve Palomino, a seasoned CPA based in Texas. How can these technologies reshape the future of your business?

Key topics covered in the interview:

• Streamlining repetitive tasks
• Detecting fraud
• Analyzing vast amounts of data

Curious to learn more? Check out the full interview or click here to request a copy.

Check out the Attendee Snapshot from IA Week 2024 to get a look at who attended including job titles like:

• Chief Technology Officer
• AVP, Enterprise Analytics & AI
• Director, AI & Machine Learning
• Director, Intelligent Automation
• Head of Intelligent Automation
• Sr. Director, Finance Digital Transformation
• Sr. Director, Transformation Strategy & Automation
• And More!