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.

Before embarking on a journey to automate finance processes, several critical steps must be meticulously undertaken and evaluated. These include defining objectives for enhancing finance processes, analyzing the quality and accessibility of data workflows, garnering cross-functional support and resource allocation, assessing interoperability among systems, mitigating risks, and managing cultural and talent dynamics, among other essential considerations.

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

• Clarifying the inefficiencies within finance processes that automation aims to address
• Assessing the viability of process automation by examining current finance processes, data flows, and system compatibility
• Pinpointing bottlenecks in processes, data management, and project execution, and exploring avenues for resolution
• Securing collaboration and support from diverse departments beyond finance, including IT, operations, process owners, CoE, and other stakeholders
• Employing methodologies to gauge the potential ROI and broader business impact of automating particular finance processes

Sathishkumar Palanisamy

Chief Enterprise Architect, Hyperautomation
DISCOVER FINANCIAL SERVICES

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

In today's rapidly evolving automation and generative AI vendor tools landscape, the choices are indeed endless. 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, aligning automation tool selection with your finance operations and process improvement goals and ensuring scalability adds to the intricacies of navigating the finance automation vendor marketplace.

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

• Strategies to curate a tailored suite of automation tools that not only meet current finance objectives but also anticipate future needs while ensuring scalability
• Prioritizing automation tools that consider the organization's data ecosystem, technological infrastructure, resource allocations, and seamless integration capabilities with existing automation tools and legacy systems
• Assessing different vendor software licensing options and partnership contract terms to align with evolving organizational requirements and budget allocations
• Selecting user-friendly automation tools that resonate with the organization's finance operations culture, talent management strategies, and change management initiatives

Angela McKeirnan

Former Director, Global Procurement Center of Excellence
DENTSPLY SIRONA

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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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