After signing in at the Registration Desk, kick off your event experience by joining your finance, technology, operations, and CoE peers for a delicious breakfast and lively conversations.

In today's rapidly evolving automation and generative AI vendor tools landscape, the choices are indeed endless. Yet, global experts have reported for decades that 70-75% of transformation projects fail. That said, it's absolutely necessary to thoroughly understand their functionalities, limitations, costs, and advantages before selection, and for any finance use case application. Furthermore, using a structured decision-making approach in any development project or platform selection will your support your finance operations and process improvement goals and ensuring scalability.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below 

• Strategies to curate a tailored suite of automation tools that not only meet current finance objectives but also anticipate future needs while ensuring scalability
• A framework to structure your project decision-making process that can be used with any project management methodology (e.g., Agile, Waterfall, Six Sigma, etc.)
• How to drive true continuous improvement and measure results  

Angela McKeirnan

Director, Global Supply Chain Lifecycle Management
Solenis

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Enjoy some light snacks and beverages while meeting up with your finance, technology, operations, and CoE peers.

The finance function is a cornerstone of every business, but to remain relevant in today's rapidly evolving landscape, it must be at the forefront of change. Global enterprises are grappling with unprecedented challenges, from shifting consumer behaviors and geopolitical tensions to fragile supply chains and the transformative power of AI.

The era of AI has arrived, demanding a fundamental rethinking of the finance function. To capitalize on the opportunities presented by AI, finance teams must not only address the challenges of the present but also lay the groundwork for a future-proof organization.

In this workshop, we will explore the essential elements that must be integrated into a future oriented finance function.

- FaaS (finance as a service) options

- Data, as fuel for the function and resource of the enterprise

- AI readiness

   * Operating model

   * Talent

   * Governance

   * Risk

- Analytics and reporting

- Labor and capability strategy (digital and human)

Finance must deploy a roadmap of nearly continuous transformation; not just for itself, but as a nucleus around which the enterprise can rely on in these uncertain times.

Join us as we explore the three core ingredients—people, process, and technology—that must be updated and expanded to ensure a robust and resilient finance function:

• People: Roles, skills, and talent development.
• Process: Oversight, speed, cost to serve, and metrics.
• Technology: Automation, cloud, data, and AI.

Lee Coulter

Global Head of Transformation
Chazey Partners

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It's imperative to understand that even when a finance automation pilot program was a huge success, that doesn’t necessarily mean moving over to implementation mode will be easy or have the same successes the pilot program did. Finance automation implementations presents its own unique set of challenges and opportunities. That said, as finance automation programs transition from pilot mode to widescale deployment, meticulous planning, strategic alignment, and effective change management become imperative for success.

In this deep dive, collaboration workshop, the speakers and attendees will discuss and work through the below matters:

• Developing detailed automation implementation plans that address scaling challenges, to clearly define roles, responsibilities, and timelines to ensure smooth execution of the transition process
• Monitoring KPIs to identify areas for optimization and implement adjustments as needed to enhance efficiency and effectiveness
• Ensuring necessary resource, staffing, and budgetary buy-in and allocation

Preparing workforces for the change brought forth from automation - and providing robust workforce training and upskilling

Claire Grosjean

Senior Director of Business Process Management
Technology Credit Union

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