In today’s highly digital-first and competitive landscape, most organizations have already developed their digital and business transformation 5-year strategy plans and are currently rolling out the programs they developed quite some time ago. And of course, they are knee-deep in steering the digital and business transformation initiatives they developed years ago, fine tuning them along the way based upon the reality of current day external and internal variables. Hear how leaders envision their current finance automation programs, what problems they were trying to solve, and the business value they intended to reap, now and into the next 5+ years. By better understanding their vision and objectives, you can in turn align your finance automation strategy, implementation, and budgets accordingly.

Topics of discussion will include, yet will not be limited to:

• What are your core objectives with respect to utilizing intelligent automation and generative AI within finance?
• What areas of finance operations should we apply our digital transformation efforts and budgets towards?
• Are there any very specific areas of finance we should focus our automation and digital transformation efforts towards?
• What type of finance automation and generative technologies have you already heavily invested in - and will continue to do so on a short and long-term basis?

Many organizations are increasingly turning to generative AI as a transformative tool to drive enhanced business impact within finance operations. With its ability to streamline finance processes, optimize customer interactions, and empower advanced financial analysis, tapping into its capabilities can indeed provide a wide array of value into finance operations.

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

• Exploring the diverse applications of generative AI in finance operations
• Harnessing generative AI to streamline processes and enhance operational efficiency
• Leveraging generative AI for advanced financial analysis and forecasting
• Utilizing generative AI to optimize customer interactions and support personalized services

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