Join your finance, technology, operations, and CoE peers for a delicious breakfast and lively conversations.

• 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 Executive
BANK OF AMERICA

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Emmanuel Lai

Vice President - Intelligent Automation Program Leader
WELLS FARGO

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Sivasakthivel Periyannan

Director of Automation
CVS Health

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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

Julian Scutari

Vice President FP&A
ITT

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Rolando Alvarez

Global Finance Process, Data, and Technology Leader
CARGILL

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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!

Before introducing automation and generative AI into finance, it’s imperative to develop well-thought out PoC (proof of concept) and pilot roadmaps. When doing so, it’s essential to establish clear objectives, define the scope of the automation initiative, allocate resources effectively, develop realistic and agile project management strategies, and track and resolve any roadblocks that come up along the way, so to increase the odds of program success now and into the future.

In this session, topics of discussion will include, yet will not be limited to:

• Essential components of finance automation PoC (proof of concept) and pilot program roadmaps, including clearly defining program objectives, outlining technical and cross-functional team collaboration requirements, establishing deadlines, and defining KPIs and ROI metrics tailored to finance
• Critical aspects of governance, oversight, data privacy, security, and compliance within finance automation initiatives, ensuring adherence to regulatory frameworks and industry standards
• Identifying and mitigating potential risks and program disruptions inherent to finance automation program rollouts

Jon Atienza

Director Intelligent Automation
The Coca Cola Company

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In the fast-paced environment of accounts payable (AP) customer service, efficiency is paramount. However, the inundation of emails to shared mailboxes has historically posed a significant challenge, creating bottlenecks and reducing the team's capacity to focus on their core responsibilities. The Cox Enterprises Intelligent Automation COE is helping the Enterprise AP Customer Service team tackle the inefficiency head-on. Join us to uncover how strategic advances in intelligent automation can be applied to your operations, ensuring that your customer service team can focus on what truly matters.

• Streamlining the ticketing process, enhancing response times and accuracy in addressing supplier & internal inquires.
• Share practical insights from training the communications mining model and use cases on applying the model
• Create categorized tickets to drive efficiency and productivity.

Camille Ready - NEW

Senior Director, Intelligent Automation
COX ENTERPRISES

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Melissa Rucks

Sr. Director Process Improvement
Cox Enterprises

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Sit down with your finance, technology, operations, and CoE peers and enjoy a delicious luncheon and lively group conversations.

Change often triggers apprehension, as the unknown can be very unsettling for most individuals. Within the finance function, which tends to be a very conservative, risk averse, and change resistant space, introducing automation and generative AI can be even more challenging than other functional areas of an organization.

That said, cultivating work culture and change management initiatives that empowers finance employees to embrace automation must be a top priority for all finance automation programs, so to increase program roll out success.

In this session, topics of discussion will include, yet will not be limited to:

• Leadership’s role in shaping a culture that embraces business transformation and innovation, so to create a finance work environment that doesn’t fear change brought forth from automation program roll outs
• Developing transparent and effective communications in introducing automation into finance operations
• Strategies to increase workforce automation buy-in and adoption, such as providing comprehensive training, upskilling programs, and educating employees on the benefits of automation, so to regard automation as their very own “Intern” vs. adversary

Dennis Culver, Jr.

CPA, Vice President, Performance Improvement
BLUECROSS BLUESHIELD OF TENNESSEE

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It’s never been easy to recruit, retain, and upskill automation talent. Furthermore, with so many organizations in full throttle mode of planning or implementing digital transformation rollouts across their enterprise, the demand for automation talent is drastically higher than supply, which creates a chaotic and off-balance seesaw ride between available automation talent and automation programs that need to move forward.

In this session, topics of discussion will include, yet will not be limited to:

• Developing innovative automation workforce recruitment and retainment initiatives
• Various workforce engagement programs and how they can reduce automation workforce turnover and increase productivity, engagement, and employee job satisfaction
• Identifying internal workforce candidates that have the potential to be automation Champions, and/or spearhead silo Citizen Development programs

Rahul Trivedi

Vice President of Intelligent Automation
TRANSUNION

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

Data analytics and predictive insights certainly have the power to revolutionize finance operations, providing invaluable support for strategic decision-making and performance optimization. However, unlocking its full potential requires a deep understanding of the intricacies of integration within finance processes, on a technology, workforce, and resource allocation level.

In this session, topics of discussion will include, yet will not be limited to:

• Utilizing data and predictive analytics to improve finance operations and provide deeper insights into financial trends, risk assessment, and performance reporting and forecasting
• How data analytics can streamline resource allocation into finance operations, enabling organizations to allocate capital, manpower, and other resources more effectively
• Leveraging data analytics to ensure regulatory compliance within finance operations, leveraging insights to proactively identify and mitigate compliance risks

Priyanka Singhal

Associate Vice President, AI & Applied Science
U.S. BANK

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With digital and business transformation initiatives being a top priority for most organizations many technology, finance, operations, and CoE leaders are being measured by the number of successful finance automation programs they roll out annually. That said, better understanding how you, your teams, and various automation project management functional leaders can effectively collaborate, and in turn, increase the number of successful finance automation programs is paramount. Furthermore, possessing said skill set will indeed separate you from the rest with respect to the value you offer your organization.

In this session, topics of discussion will include, yet will not be limited to:

• Developing realistic automation project management roadmaps, timelines, and KPIs/metrics - with agility built into project plans so automation teams can effectively pivot when necessary
• Effectively identify and managing common finance automation program rollout challenges - and potential solutions to address a wide array of automation program rollout roadblocks
• Establishing impactful automation program team communications and collaboration strategies