Day 1: Tuesday, October 21
11:00 am – 12:00 pm Eastern
Turning Donated Inventory into Scholarships: How EALgreen Uses NetSuite AI to Transform Finance
Presented by Oracle NetSuite
1 CPE Credit | Field of Study – Computer Software & Applications
Experience the newest innovations in NetSuite AI, featuring a cutting-edge demo just released! Join NetSuite’s Ranga Bodla and EALgreen CEO Claudia Freed as they reveal how EALgreen’s finance team is working smarter, not harder, with the latest AI-powered features including Intelligent Item Recommendations, Text Enhance, and the brand-new MCP AI Connector.
Presenters:
Ranga Bodla | VP, Field Marketing and Engagement | Oracle NetSuite
Claudia Freed | President & CEO | EALgreen
12:00 pm – 1:00 pm Eastern
AI Workshop: Become 15x More Productive
Presented by Klarity
1 CPE Credit | Field of Study – Information Technology
As finance and accounting teams embrace AI, the real challenge lies in executing change effectively. In this session, learn how leading organizations are using Klarity to accelerate transformation and scale continuous improvement. Through customer success stories, you’ll see how teams leverage AI to drive human-centered change, achieve transformation assessments exponentially faster, and return process analysis to the people who know it best, the ones doing the work.
Presenter:
Emmanuel Aouad | Director of Transformation & Operational Excellence | Klarity
1:00 pm – 1:15 pm Eastern
Break
1:15 pm – 2:15 pm Eastern
Strategic Intelligence: Unlocking AI’s Value in Finance
Presented by EY
1 CPE Credit | Field of Study – Information Technology
Artificial intelligence is no longer a distant concept—it’s a strategic asset reshaping how finance teams operate. This session offers a broad overview of how organizations are leveraging AI to streamline processes, enhance compliance, and drive smarter decision-making. Attendees will explore foundational use cases, hear lessons learned from early adopters, and gain practical insights into building AI-ready teams and infrastructure. Whether you're just beginning your AI journey or looking to scale, this session sets the stage for informed, future-focused transformation.
Presenters:
Ari Morris | Partner | Ernst & Young LLP
2:15 pm – 3:15 pm Eastern
AI in Finance: Smarter Insights, Faster Decisions
Presented by SAP
1 CPE Credit | Field of Study – Management Services
Finance is entering a new era where AI is reshaping how organizations analyze data, manage risk, and make decisions in real time. From predictive insights to automation at scale, AI is transforming finance into a more strategic, forward-looking function. In this session, SAP solution experts will share practical examples of how AI is being embedded into finance processes—and the measurable impact it’s having on efficiency, accuracy, and decision-making.
Presenters:
C. Alex McGlone | Senior Solution Advisor – Finance | SAP
Srini Talluri | Principal Solution Advisor | SAP
Day 2: Wednesday, October 22
11:00 am – 12:00 pm Eastern
Success Stories of CFOs Achieving Autonomous Finance with AI in 2025
Presented by Zenskar
1 CPE Credit | Field of Study – Management Services
While 78% of CFOs expect value from AI, only 39% have implemented it successfully. This session bridges the gap between AI aspiration and practical execution. Through three real-world case studies, finance leaders will see exactly how their peers moved from AI experimentation to production-ready autonomous operations. Each case study demonstrates a different entry point for AI adoption—from contract processing automation to complex billing intelligence—showing CFOs how to build AI capabilities incrementally while delivering immediate ROI.
Presenters:
Saurabh Agrawal | Co-founder & CTO | Zenskar
Apurv Bansal | Co-founder & CEO/CFO | Zenskar
12:00 pm – 1:00 pm Eastern
From Spreadsheets to Smart Agents: What’s next for Finance & Accounting in the AI Evolution?
Presented by Deloitte
1 CPE Credit | Field of Study – Information Technology
Discover how Finance & Accounting leaders are approaching Artificial Intelligence (AI) adoption with a strategic mindset. This session explores the journey from rules-based automation to intelligent agents, focusing on how organizations are identifying high-impact opportunities, aligning AI initiatives with business priorities, and building the capabilities needed to scale. Through market trends and real-world examples, we’ll highlight how teams are navigating the evolving landscape to unlock value and drive meaningful transformation.
Presenters:
Cameron Andriola | Audit & Assurance – Accounting & Reporting Advisory Senior Manager | Deloitte & Touche LLP
Ryan Hittner | Audit & Assurance Principal | Artificial Intelligence and Algorithmic Practice | Deloitte & Touche LLP
1:00 pm – 1:15 pm Eastern
Break
1:15 pm – 2:15 pm Eastern
AI in the CFO’s Office: Balancing Innovation and Risk
Presented by HUB International
1 CPE Credit | Field of Study – Specialized Knowledge
AI is transforming organizations —but are you prepared for the risks that come with it? From compliance and data security to liability and insurance coverage, CFOs are on the front lines of both opportunity and exposure. Join this panel of finance, risk, and insurance experts to learn how leading organizations are navigating AI adoption. You’ll walk away with practical strategies, key questions to ask, and a roadmap to protect your business while enabling innovation.
Presenters:
Adrian Atilano | EVP, HUB California Executive Liability Practice Leader | HUB International
Carrie Cherveny | SVP, Strategic Client Solutions | HUB International
Jeff Deakins | CISO | James Hardie
Nick Parfitt | CFO | Stern Pinball
2:15 pm – 3:15 pm Eastern
From Manual to Autonomous: How Agentic AI Transforms Finance Operations and Month-End Close
Presented by insightsoftware
1 CPE Credit | Field of Study – Computer Software & Applications
Join insightsoftware's Close & Consolidation leader Niall McLean as he demonstrates how agentic AI is revolutionizing finance team productivity through real-world applications. This session showcases demonstrations of JustPerform's Lineos AI companion for instant financial analysis and predictive forecasting, alongside a preview of new autonomous AI reconciliation capabilities. Discover how leading finance organizations are moving beyond traditional automation to deploy AI agents that independently complete complex workflows, from variance analysis to full reconciliation processes, while maintaining enterprise-grade controls and audit trails.
Presenter:
Naill McLean | VP Product Management | insightsoftware
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