Redefining Finance for a Smarter Tomorrow

FP&A isn’t just about crunching numbers – it’s about guiding leaders through uncertainty.  In this session, Matt Poleski will compare and contrast how to use Thomas Bayes’ statistical model versus Ronald Fisher’s classical statistics. Thomas Bayes’ statistical model shows us how to adapt forecasts like a living document, updating beliefs as new evidence arrives, whereas Ronald Fisher reminds us to anchor those forecasts in rigor, testing significance before we act. But numbers alone don’t move people.  By combining storytelling skills with data, finance leaders can become more influential while utilizing statistics.

Join this exciting keynote which will address key points, including:

• Thomas Bayes’ statistical model of adaptability and how it creates forecasts that evolve with evidence
• Ronald Fisher’s classical statistics model of rigor that provides results with confidence
• How therapist skills can influence and help finance leaders act on numbers with empathy and stories
• Prioritizing marginal revenue and compensation focuses instead of averages to create a strategic map to help visualize trade-offs between growth and margin

Matt Poleski

Regional Chief Financial Officer

Arthur J. Gallagher

As enterprises accelerate adoption of agentic AI, many are realizing that agents alone don’t scale—orchestration does. In this session, UiPath and G2 AI Research discuss how organizations can move beyond fragmented pilots to coordinated, enterprise-grade AI by orchestrating agents, automation, data, and humans within governed workflows.

The conversation explores how leaders are prioritizing business outcomes, trust, and flexibility—while evolving existing automation investments into agentic automation without disruption.

Key takeaways include:

• Why orchestration is essential for scalable, outcome-driven AI
• How trust, governance, and human-in-the-loop enable safe adoption
• Why optionality matters in a rapidly evolving AI ecosystem

Yiannis Broustas

Vice President of Product Marketing

UiPath

Tim Sanders

Head of AI Research | Executive Fellow at the Digital Data Design Institute

G2 | Harvard

In today’s fast-paced and technology driven environment, collaboration between finance, operations, and IT teams is more critical than ever to drive enterprise-wide value. CFOs are increasingly leading cross-functional initiatives that improve efficiency, reduce costs, and enable innovation at scale. These resilient finance leaders are also focused on aligning financial planning with operational execution and digital transformation.

Join this engaging panel discussion to learn actionable strategies for breaking down silos and building cohesive teams, including:

• How to strengthen collaboration between finance, operations, and technology to achieve strategic alignment
• The most effective cost optimization strategies that support innovation and growth without sacrificing control
• How finance’s evolving role in leading digital transformation and ensuring operational excellence

Moderator:

Shwetha T. Pai

Chief Financial Officer

VCM Products

Panelists:

Thomas DeFabrizio

Chief Financial Officer

Impellam Group

Michael Mance

Vice President of Financial Operations

Dialysis Care Center

Alonso Ramos

Chief Financial Officer

The Intec Group, Inc.

As organizations accelerate their shift to digital-first operating models, finance is being called to evolve beyond traditional reporting and control functions. Intelligent Finance represents the next stage of this evolution — where systems, data, people, and culture work together to deliver real-time insight, agility, and strategic impact. Yet many finance transformations stall not because of technology limitations, but because operating models and behaviors fail to evolve alongside digital investments.

This presentation explores how finance leaders are building intelligent finance organizations by intentionally designing modern systems and data ecosystems, empowering high-performing, digitally fluent teams, and fostering adaptive, innovation-driven cultures.

Join this insightful keynote presentation to learn:

• Practical frameworks for redesigning finance workflows, improving forecasting accuracy and visibility, and embedding finance as a strategic partner across the enterprise
• Real-world examples and actionable guidance, providing a clear blueprint for leaders seeking to unlock the full value of digital transformation
• How to position finance as a driver of growth, alignment, confidence, and long-term stewardship in digital-first organizations

Caitlin Marcelino

Finance Executive & Educator