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Speakers

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TECHNOLOGY & DATA

Ask. Analyze. Automate: Driving Modern FP&A Strategy with Agentic AI

Agentic AI, is transforming the way finance teams analyze historical trends, forecast financial scenarios and generate actionable insights, Yet, knowing where to begin can be daunting. Gong beyond generative AI, Agentic AI capabilities automate entire workflows, apply deep contextual analysis and frees FP&A professionals to focus on strategic decision-making. This session contrasts the capabilities of Generative AI and Agentic AI through case studies that highlight how finance teams can leverage Agentic AI, while keeping humans in the loop, to reduce time spent on manual data aggregation, streamline fragmented analysis to accelerate decision-making across the organization.
Speakes
John Baule
CEO and Founder, FutureView Systems
Brian McGrath
COO, FutureView Systems
Brad Schomber
CFO, CandleScience
TECHNOLOGY & DATA

From Now to Next: Roadmap to Your AI Future

Everyone is talking about AI, but few finance teams know how to turn it into real impact. This session explores how FP&A can use low-code tools and smart automation to unlock AI without relying on heavy IT resources. The discussion covers the essentials of what AI is and how models work, what it takes to be AI-ready in terms of data, systems, and processes, and how teams can upskill to become true decision enablers. Practical examples and a clear roadmap will show how to modernize at a manageable pace and deliver deeper insights with confidence.
Speaker
Mariya Guttoh, FPAC
Director FP&A and Treasury, Payjoy
TECHNOLOGY & DATA

Digital by Design: A Blueprint for Finance Technology Integration at Scale

As organizations move from monolithic systems to modular, cloud-native ecosystems, Finance Technology integration is emerging as both a strategic imperative and a driver of transformation. This session presents a bold architectural blueprint that unifies cloud, compliance, and composability. Drawing on insights from global SAP S/4HANA implementations and public sector transformations, it shows how finance leaders can move intentionally design digital systems, by design, not by default.
Speaker
Rahul Bhatia
SAP Cloud Solution Architect, HCL Technologies Ltd.
PERSONAL & TEAM EFFECTIVENESS

The FP&A Transformation Playbook: From Spreadsheet Heroes to Strategic Partners

Building a world-class FP&A function takes more than talented analysts and modern tools—it requires a clear foundation for sustainable excellence. This session examines five pillars that distinguish high-performing FP&A teams: strategic partnership alignment, process excellence, technology enablement, talent development, and stakeholder engagement. Through case studies spanning a Fortune 500 corporation, a mid-sized family-owned business, and a fast-growing NYC media startup, participants see see the application of these principles in diverse contexts. Attendees gain practical frameworks, structured evaluation methods, and implementation timelines, along with proven change management strategies to close capability gaps and elevate FP&A impact across any organization.
Speaker
Alok Rathod
FP&A Manager, Expedia, Inc.
PERSONAL & TEAM EFFECTIVENESS

Where Do FP&A Careers Actually Go? Four Paths You Haven't Been Told About

Most FP&A professionals are trained to focus on accuracy, models, and processes—but not long-term career design. As the function evolves, so do the opportunities to grow within it. Too often, the default path is Director - VP - CFO. This session challenges that mindset and offers a practical roadmap to alternative paths that build on the FP&A skillset. With the rise of PE-backed companies, strategic finance consulting, CFO tech platforms, and hybrid BizOps roles, finance professionals now have multiple ways to advance. Attendees walk away with a clear framework for evaluating new roles and a downloadable career path matrix to help guide future decisions.
Speaker
Nathan Saperia
Founder, Saperia Consulting LLC
FINANCE & FINANCIAL PROCESSES

Build Dashboards & Scorecards That Drive Insight & Accountability

Dashboards and scorecards can be strategic assets that bridge the gap between finance and business strategy, enabling collaborative real-time issue identification and resolution, decision-making, and planning. This session presents a practical framework for transforming raw data into actionable insights, including how to build tools that visualize data, foster cross-functional alignment, improve reporting accuracy, and drive cost-saving actions. The framework will be supported by a practitioner case study of structuring vendor management dashboards that included service level agreement (SLA) oversight, collaborative design, and a bit of negotiation, leading to enhance decision-making. Transform how you share your financial data and can turn your team into a powerhouse of insights, foresight, and guidance!
Speakes
Catherine Morris
Director, Planning, Reporting & Analytics, ChildFund International
Bridget Taylor
Sr. Financial Operations Manager, ChildFund International
FINANCE & FINANCIAL PROCESSES

Smarter Forecasts, Not Bigger Spreadsheets: Scaling FP&A for Real-World Decision Making

In many organizations, financial models have become bloated, outdated, or disconnected from decision-making. This session challenges the “more data = better forecast” mindset and offers a roadmap for building flexible, purpose-driven planning tools that serve the business. You’ll learn how to define the minimum effective model (MEM) for your company’s size and needs, align FP&A processes with operational priorities, and embed forecasting into faster, more agile decision cycles. Whether you’re working with startups, mid-size firms, or cross-functional teams, this session helps you simplify and amplify the role of FP&A in business performance.
Speaker
Leisan Galieva
Veragalieva LLC
FINANCE & FINANCIAL PROCESSES

Agile by Design: Operational Agility and the FP&A Enabler Role

Agile organizations thrive because they sense risks early, adapt quickly, and seize opportunities faster than their competitors. At the core of this agility is a leadership mindset, the ability to detect risks and opportunities in real time, and the strength of cross-functional collaboration. FP&A enables these capabilities by embedding risk checkpoints into planning cycles, shifting from static budgets to rolling scenario-driven forecasts, placing FP&A professionals within business teams to accelerate decisions, and leveraging real-time data and analytics for instant insights. Join this panel of FP&A leaders as they share their experiences in reimagining strategy, planning, and daily operations to position finance as the backbone of agility within the organization.
Speaker
Mitch Max
Strategic Advisor, BetterVu

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TECHNOLOGY & DATA

Ask. Analyze. Automate: Driving Modern FP&A Strategy with Agentic AI

Agentic AI, is transforming the way finance teams analyze historical trends, forecast financial scenarios and generate actionable insights, Yet, knowing where to begin can be daunting. Gong beyond generative AI, Agentic AI capabilities automate entire workflows, apply deep contextual analysis and frees FP&A professionals to focus on strategic decision-making. This session contrasts the capabilities of Generative AI and Agentic AI through case studies that highlight how finance teams can leverage Agentic AI, while keeping humans in the loop, to reduce time spent on manual data aggregation, streamline fragmented analysis to accelerate decision-making across the organization.
Speakes
John Baule
CEO and Founder, FutureView Systems
Brian McGrath
COO, FutureView Systems
Brad Schomber
CFO, CandleScience
TECHNOLOGY & DATA

From Now to Next: Roadmap to Your AI Future

Everyone is talking about AI, but few finance teams know how to turn it into real impact. This session explores how FP&A can use low-code tools and smart automation to unlock AI without relying on heavy IT resources. The discussion covers the essentials of what AI is and how models work, what it takes to be AI-ready in terms of data, systems, and processes, and how teams can upskill to become true decision enablers. Practical examples and a clear roadmap will show how to modernize at a manageable pace and deliver deeper insights with confidence.
Speaker
Mariya Guttoh, FPAC
Director FP&A and Treasury, Payjoy
TECHNOLOGY & DATA

Digital by Design: A Blueprint for Finance Technology Integration at Scale

As organizations move from monolithic systems to modular, cloud-native ecosystems, Finance Technology integration is emerging as both a strategic imperative and a driver of transformation. This session presents a bold architectural blueprint that unifies cloud, compliance, and composability. Drawing on insights from global SAP S/4HANA implementations and public sector transformations, it shows how finance leaders can move intentionally design digital systems, by design, not by default.
Speaker
Rahul Bhatia
SAP Cloud Solution Architect, HCL Technologies Ltd.
PERSONAL & TEAM EFFECTIVENESS

The FP&A Transformation Playbook: From Spreadsheet Heroes to Strategic Partners

Building a world-class FP&A function takes more than talented analysts and modern tools—it requires a clear foundation for sustainable excellence. This session examines five pillars that distinguish high-performing FP&A teams: strategic partnership alignment, process excellence, technology enablement, talent development, and stakeholder engagement. Through case studies spanning a Fortune 500 corporation, a mid-sized family-owned business, and a fast-growing NYC media startup, participants see see the application of these principles in diverse contexts. Attendees gain practical frameworks, structured evaluation methods, and implementation timelines, along with proven change management strategies to close capability gaps and elevate FP&A impact across any organization.
Speaker
Alok Rathod
FP&A Manager, Expedia, Inc.
PERSONAL & TEAM EFFECTIVENESS

Where Do FP&A Careers Actually Go? Four Paths You Haven't Been Told About

Most FP&A professionals are trained to focus on accuracy, models, and processes—but not long-term career design. As the function evolves, so do the opportunities to grow within it. Too often, the default path is Director - VP - CFO. This session challenges that mindset and offers a practical roadmap to alternative paths that build on the FP&A skillset. With the rise of PE-backed companies, strategic finance consulting, CFO tech platforms, and hybrid BizOps roles, finance professionals now have multiple ways to advance. Attendees walk away with a clear framework for evaluating new roles and a downloadable career path matrix to help guide future decisions.
Speaker
Nathan Saperia
Founder, Saperia Consulting LLC
FINANCE & FINANCIAL PROCESSES

Build Dashboards & Scorecards That Drive Insight & Accountability

Dashboards and scorecards can be strategic assets that bridge the gap between finance and business strategy, enabling collaborative real-time issue identification and resolution, decision-making, and planning. This session presents a practical framework for transforming raw data into actionable insights, including how to build tools that visualize data, foster cross-functional alignment, improve reporting accuracy, and drive cost-saving actions. The framework will be supported by a practitioner case study of structuring vendor management dashboards that included service level agreement (SLA) oversight, collaborative design, and a bit of negotiation, leading to enhance decision-making. Transform how you share your financial data and can turn your team into a powerhouse of insights, foresight, and guidance!
Speakes
Catherine Morris
Director, Planning, Reporting & Analytics, ChildFund International
Bridget Taylor
Sr. Financial Operations Manager, ChildFund International
FINANCE & FINANCIAL PROCESSES

Smarter Forecasts, Not Bigger Spreadsheets: Scaling FP&A for Real-World Decision Making

In many organizations, financial models have become bloated, outdated, or disconnected from decision-making. This session challenges the “more data = better forecast” mindset and offers a roadmap for building flexible, purpose-driven planning tools that serve the business. You’ll learn how to define the minimum effective model (MEM) for your company’s size and needs, align FP&A processes with operational priorities, and embed forecasting into faster, more agile decision cycles. Whether you’re working with startups, mid-size firms, or cross-functional teams, this session helps you simplify and amplify the role of FP&A in business performance.
Speaker
Leisan Galieva
Veragalieva LLC
FINANCE & FINANCIAL PROCESSES

Agile by Design: Operational Agility and the FP&A Enabler Role

Agile organizations thrive because they sense risks early, adapt quickly, and seize opportunities faster than their competitors. At the core of this agility is a leadership mindset, the ability to detect risks and opportunities in real time, and the strength of cross-functional collaboration. FP&A enables these capabilities by embedding risk checkpoints into planning cycles, shifting from static budgets to rolling scenario-driven forecasts, placing FP&A professionals within business teams to accelerate decisions, and leveraging real-time data and analytics for instant insights. Join this panel of FP&A leaders as they share their experiences in reimagining strategy, planning, and daily operations to position finance as the backbone of agility within the organization.
Speaker
Mitch Max
Strategic Advisor, BetterVu
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