New York CFO Executive Summit

According to Gartner’s research, more than 85% of FP&A teams struggle to sustainably support the complex business decision-making and planning needs stemming from economic turbulence. Today, CFOs must think beyond automation of routine FP&A work as a source of finance business partnering capacity and transform FP&A into a mindset that business decision-makers embody and practice.

Join this keynote for a deeper understanding of:

• The best delivery model to sustain value-added decision-support in a turbulent economic environment
• The simple shift in FP&A’s business partnering approach that drives decision-makers to internalize the FP&A mindset
• The pragmatic use cases for AI and Machine Learning in FP&A

In today's world of work, automation is essential to optimize efficiency and accuracy. By enabling the finance function to identify automatable tasks, top finance leaders can reduce manual errors, operational costs and processing cycles while shifting focus towards value-added activities.

This case study will examine how CFOs can: 

• Explore various use-cases for automation in finance and the broader organization
• Democratize the workforce to optimize and build automation into their existing functions
• Identify strategic tangible measurements of automation success

With many technology initiatives in mid-transformation, internal competition for IT investments is fierce. The CFO is challenged with deciding which investments are most critical and offer the most ROI and, in some cases, divest from underperforming tech spend.

Join this session to discuss:

• Building a process for making difficult IT spending decisions
• Weighing short-term vs. long-term ROI
• Developing strategies to reduce cost of current IT investments

While FP&A often takes center stage, a robust financial close forms the foundation. As financial close processes evolve, "augmented consolidation" integrates diverse data sources, stakeholders, and processes beyond traditional methods.

This discussion explores:

• Enhancing data integration and engaging the right stakeholders
• Expanding and integrating critical processes like ESG reporting and GMT
• Leveraging advanced technologies to improve the financial close

Lack of standardization across an organization often results in higher costs, less transparency and reduced agility. One of the largest media and information services companies with hundreds of global businesses successfully unified its ERP to enhance efficiency, significantly reduce cost and enable long-term growth.

Join this session for a case study on:

• Outlining the transformation strategy, timeline and expectations
• Transitioning legacy applications to a singular, future-proof system
• Adapting to change and measuring success

CFOs are tasked with identifying the finance processes where AI will make the most significant early impact. While evolving technology can serve as a threat to organizational security, it also serves as an ally in mitigating risks while enhancing efficiency.

Join this session to discuss how to:

• Identify high return use cases for AI in the finance function
• Understand and educate stakeholders on the benefits of AI and automation tools 
• Prepare your organization and people for the adoption of new technology

CFOs hungry for finance function excellence must optimize core processes for technology enhancements and growth. How can finance leaders streamline inefficiencies to enable smarter decision-making?

Join this session to discuss how to:

• Identifying barriers to efficient processes and work
• Democratize process enhancements from the ground up
• Break down silos that waste time and limit knowledge sharing