Finance organizations are entering a new phase of transformation: one where automation is evolving beyond repetitive tasks into intelligent, agentic systems capable of driving decisions, orchestrating workflows across systems, and accelerating business outcomes. As organizations prepare for the future of finance, CFOs and finance leaders are under increasing pressure to modernize operations, improve agility, and deliver greater strategic value across the enterprise.
Hosted by Automation Anywhere and Argyle, this invitation-only executive roundtable convenes a select group of finance leaders to explore how leading organizations are leveraging agentic automation to transform the finance function. Through peer-led conversations and real-world examples, attendees will explore what separates organizations successfully advancing finance transformation with AI agents, how leaders are identifying use cases and building the business case for automation, and the lessons learned from real implementations delivering measurable impact.
Discussion Topics
As Chief Financial Officer, Vikram brings a wealth of experience to Automation Anywhere, having previously led high-performance financial teams at public, private and SaaS software companies. His specialties include private equity, capital raises, M&A, and divestiture, as well as a decade-long tenure at PricewaterhouseCoopers. He brings financial and strategic leadership and commitment to operational excellence as we continue to scale our business. His most recent position was heading up Investor Relations and Corporate Finance for Anaplan. He holds a bachelor’s degree in commerce from Delhi University, India. He is a Certified Public Accountant and Chartered Accountant from India. What you didn’t know: Vikram lives in the Bay Area with his wife, son, and daughter. He is an ardent Cricket fan and enjoys spending weekends in Lake Tahoe, taking his family snowboarding and hiking.
Ken brings more than 25 years of experience as a Finance executive, previously serving as CFO of a $2B property-casualty insurance company and as SVP of Financial Operations at Bank of America where he managed a team of 250 finance professionals responsible for the monthly close and finance technology initiatives. In addition, Ken held senior management positions at Accenture, Progressive Insurance, and Bain & Co.
As the Global Finance Leader at Automation Anywhere, Ken works closely with senior finance and accounting executives across all industries to design AI-powered process automation solutions which lower operating costs, increase cash flow, strengthen controls, and improve financial performance.
CEO & Chief Strategy Officer
Chief Financial Officer
As Chief Financial Officer, Vikram brings a wealth of experience to Automation Anywhere, having previously led high-performance financial teams at public, private and SaaS software companies. His specialties include private equity, capital raises, M&A, and divestiture, as well as a decade-long tenure at PricewaterhouseCoopers. He brings financial and strategic leadership and commitment to operational excellence as we continue to scale our business. His most recent position was heading up Investor Relations and Corporate Finance for Anaplan. He holds a bachelor’s degree in commerce from Delhi University, India. He is a Certified Public Accountant and Chartered Accountant from India. What you didn’t know: Vikram lives in the Bay Area with his wife, son, and daughter. He is an ardent Cricket fan and enjoys spending weekends in Lake Tahoe, taking his family snowboarding and hiking.
Enterprise Leader, Finance & Accounting
Ken brings more than 25 years of experience as a Finance executive, previously serving as CFO of a $2B property-casualty insurance company and as SVP of Financial Operations at Bank of America where he managed a team of 250 finance professionals responsible for the monthly close and finance technology initiatives. In addition, Ken held senior management positions at Accenture, Progressive Insurance, and Bain & Co.
As the Global Finance Leader at Automation Anywhere, Ken works closely with senior finance and accounting executives across all industries to design AI-powered process automation solutions which lower operating costs, increase cash flow, strengthen controls, and improve financial performance.
CEO & Chief Strategy Officer
Chief Financial Officer
Enterprise Leader, Finance & Accounting
Chief Financial Officer
Head of AI Solutions
Enterprise Leader, Finance & Accounting
CEO & Chief Strategy Officer
Real person here
