Lessons Learned in 2022

CFOs have proven to be resilient leaders, especially during changing times. From developing post-covid work models to addressing hiring and retention needs, CFOs continue to prioritize company wellbeing while ensuring finance processes are operating efficiently for company-wide success. So, what lies ahead for CFOs in the new year?

Join this insightful opening keynote to learn how Anna Gomez successfully set up an accounting function in a high growth environment, despite many unforeseen disruptions. You will also learn:

• How to overcome the difficulty of aligning work model visions with different teams and how to bring back a semblance of company culture that was lost due to covid
• Determining the right time to implement digital transformation initiatives
• How to address compliance, policy, and procedure needs while making predictions for what lies ahead in 2023

Anna Gomez

Global Chief Financial Officer and Partner

Mischief USA and No Fixed Address

Innovative technologies have repeatedly defeated the enemies of automation and vastly improved productivity. Once smartphones were introduced, for example, we could take pictures, listen to music, send email, and browse the web on a single device. The same is happening with back-office finance processes. By using artificial intelligence (AI), best-in-class finance operations are accurately capturing invoice data, matching POs, auditing spend, and elevating compliance violations with minimal human involvement. As a result, they have rendered obsolete the approach of relying on a chain of human-driven steps and institutional knowledge.

In this thought leadership, you will learn how to gain automation allies by taking advantage of AI to accurately process invoices, audit spend, and ensure compliance every time. You will also learn:

• How AI is revolutionizing finance operations through common use cases
• How AI can apply to use cases across your entire spend-to-pay workflow
• How to improve employee satisfaction and reduce turnover challenges with AI

Matt Wright

Senior Vice President, Customer Success

AppZen

Workiva is here to break down the accounting and finance takeaways from 2022. In this fireside chat, industry principals Steve Soter and Josh Gertsch will discuss core topics like ESG, finance transformation, attracting and retaining talent, regulatory pressures, and more!

After this session, you will be able to:

• Discuss the trends that your team may want to incorporate into 2023 plans
• Outline how other organizations are addressing regulator reporting requirements (including ESG)
• Learn best practices for automating more work and managing data across accounting and finance

Josh Gertsch

Director of Product Marketing

Workiva

Steven Soter

Senior Director of Product Marketing & Accounting Industry Principal

Workiva

Inflation is top of mind for many right now and it’s a world many CFOs may not have navigated before. With the economy tightening, a lot of companies are looking for ways to save money. In this environment, businesses need to think about how technologies can help drive operational efficiencies, lower costs, and boost revenues.

What trends are influencing the way CFOs and finance leaders approach spend management?

Join TripActions for a discussion with Visa on:

• What have you seen as the biggest costs and surprise costs?
• How has tech stack priority shifted for the modern CFO?
• How can finance leaders of the future best navigate a company through the unknown?

Jose Cuevas

Head of Corporate T&E Fintech Programs

Visa

Tim Russo

Senior Director, Fintech Partnerships

TripActions

What do road trips and digital transformation (DX) have in common? Well, neither of them can succeed without a roadmap.

But, as with any kind of project within an organization, funding is always a roadblock. While there’s no golden bullet to overcome this challenge, building a solid business case for DX adoption is the key — one that illustrates both the project objectives and financial aspects, including qualitative and quantitative ROI and a deep understanding of risks.

The need for finance transformation has never been greater. As per Gartner, 69% of finance leaders say digitalization initiatives are accelerating, and they expect digital technologies to dramatically impact their industries by 2026.

Join this session with HighRadius as we discuss the proven methods and approaches for initiating digital transformation efforts to bring process improvement to your finance function and drive value for your business in the long term. You will also learn:

• The challenges around the future of finance in a digital world
• How to identify the ways in which evolving technologies are influencing the finance function
• How to build a compelling business case for DX that will win over key stakeholders

Siddharth Subramani

Director of Solution Engineering

HighRadius

Blockchain continues to gain traction within the financial industry, and the potential of this technology trend can have significant implications for finance teams. By enabling smart contracts, protecting assets, verifying identities, and accurately record data, blockchain will greatly benefit businesses through cost reduction and increased security. So, how does blockchain apply and benefit finance?

In this insightful panel discussion, you will learn how to:

• Harness blockchain to improve the entire finance function
• Identify the positives and negatives of this technology trend
• Utilize blockchain to improve finance

David Palmer

Blockchain Lead Vodafone Business IoT

Vodafone

As CFOs prepare to close out 2022, these resilient leaders are looking at the new year with optimism and are strategizing for continued success. Top priorities will continue to include FP&A, budgeting, and forecasting to better prepare for upcoming Q1 and any future disruptions. Having already dealt with inflation, supply chain issues, and lingering effects of the global pandemic, CFOs and their teams are well versed in addressing the unknown and ensuring the proper tools are in place to predict, plan, and prepare for 2023.

Join this engaging panel discussion, which will discuss:

• How CFOs and finance teams can prepare for the new year, including top priorities and strategies for a successful first quarter
• Ways to continuously address economic factors including inflation and supply chain disruptions
• How to harness the power of FP&A to better forecast, plan, and budget to increase growth

Moderator:

Rishi Potdar

Chief Financial Officer

K4 Mobility

Panelists:

Todd Ford

President & CFO Emeritus

Coupa Software

Deniz Johnson

Adjunct Professor, Fintech & Financial Innovation/COO

Northeastern University/Stratyfy

Alonso Ramos

Chief Financial Officer

The Intec Group, Inc.