Finance Transformation Conference
MAIN DAY TWO: Thursday, November 14, 2024
7:55 am - 8:55 am
NETWORKING BREAKFAST
Join your finance, technology, operations, and CoE peers for a delicious breakfast and lively conversations.
8:55 am - 9:00 am
CHAIRPERSON’S OPENING REMARKS
9:00 am - 9:45 am
PANEL DISCUSSION: Harnessing the Power of Agentic AI to Enhance Decision Making and Drive Finance Operations
Ryan Davis -
Senior Vice President - Procurement Strategy & Innovation Executive,
BANK OF AMERICA
Sivasakthivel Periyannan - Director of Automation, CVS Health
Priyanka Singhal - Associate Vice President, AI & Applied Science, U.S. BANK
Dhru Shah - Former Director, Generative AI Operations & Intelligent Automation CoE, AT&T
- Overcoming the challenges associated with utilizing AI within finance, based upon the complexities of financial data, including its volume, variety, and velocity
- How to streamline routine automation tasks like invoice processing with Agentic AI
- Improving decision making and intelligent capabilities
Ryan Davis
Senior Vice President - Procurement Strategy & Innovation ExecutiveBANK OF AMERICA
9:45 am - 10:25 am
FIRESIDE CHAT: Enhancing FP&A Forecasting and Financial Decision-Making with AI and Automation
Julian Scutari -
Vice President FP&A,
ITT
Rolando Alvarez - Global Finance Process, Data, and Technology Leader, Cargill
FP&A (financial planning & analysis) is a complex and time-consuming process that involves analyzing large amounts of financial data, so to provide performance metrics for insights and support strategic decision-making. By automating FP&A, organizations can save time and money, improve accuracy, and reduce the risk of human errors within finance. However, determining which financial reporting processes to automate and selecting the best automation tools can be quite challenging.
In this session, topics of conversation will include, yet will not be limited to:
- Common challenges and solutions of automating FP&A, such as effectively extracting and sharing complex financial data analysis, selecting suitable automation tools, integrating automation technologies, and ensuring accuracy and reliability
- FP&A visual dashboards that can offer real-time insights, enabling finance teams to make informed decisions swiftly and effectively
- Effective project team collaboration between finance, IT, and business analysts to ensure FP&A automation is aligned with business goals, technical feasibility, and effective implementation
- Training and upskilling finance workforces to maximize the benefits of FP&A automation
10:30 am - 11:15 am
NETWORKING BREAK
Enjoy some light snacks and beverages while meeting up with your finance, technology, operations, and CoE peers - and stick around for the announcement of the Demo Drive winners!
11:15 am - 11:55 am
Case Study: Can Generative AI Equate to a Hard FTE Savings?
Angela Schuchart -
Vice President Finance Digital Transformation,
U.S. Venture, Inc.
Jillian Torres - Director of Finance Operations, U.S. Venture
Many of us have looked at Generative AI as an enhancer to productivity however in this case study we are going to learn how U.S. Venture deployed generative AI in their credit function to deliver the hard cost savings of an FTE. Join us as we discuss from implementation to operationalize and everything in between.
- Identifying and understanding where teams are spending their time and how generative AI can help.
- Piloting generative AI in credit operations to enhance processing times and decision making.
- Lessons learned for fine tuning generative AI models to further drive cost savings.
12:00 pm - 12:45 pm
Leveraging Conversational AI Enhancing Customer Experience & Engagement
Jarel Hawkins -
CIO Stealth Startup / CxO Advisor,
ONE
12:45 pm - 12:50 pm
CHAIRPERSON’S CLOSING REMARKS
12:50 pm - 1:50 pm
NETWORKING LUNCHEON
Sit down with your finance, technology, operations, and CoE peers and enjoy a delicious luncheon and lively group conversations.
