Intelligent Automation Week
Conference 

Finance at IA Week 

Why Attend?

Finance professionals looking to integrate intelligent automation into their processes should not miss IA Week—an essential conference at the forefront of navigating the evolving finance landscape. With a dedicated focus on the intersection of finance and cutting-edge technology, IA Week covers crucial trends like process automation, cost optimization, and overall business performance enhancement. In an era where remote work redefines traditional norms, the urgency to digitize financial processes becomes paramount, unlocking limitless possibilities. IA Week's flexible agenda caters to diverse needs, offering an unparalleled opportunity for finance professionals to learn, collaborate, and network with industry leaders. For those keen on exploring the vast potential of industry advancements and trends in finance through intelligent automation, IA Week is the definitive platform to foster innovation and stay ahead in the rapidly changing financial landscape.

Key Topics and Themes

• Intelligent Document Processing (IDP)
• Business Insights Through IDP
• Fraud Prevention with RPA, Data Analytics, and Automation
• Automation Tools for Finance Reporting Efficiency
• Data Analytics and Predictive Analytics in Financial Operations
• Measuring Value and ROI in Digital Transformation for Finance
• Generative AI for Enhanced Finance Reporting and Decision-Making
• Vendor Management Automation for Cost Reduction
• Enhancing Data Quality and Governance in IDP
• Customized Metrics and KPIs for Automation Programs

Featured Sessions

Panel Discussion: Extracting & Optimizing Powerful Business Insights With Intelligent Document Processing (IDP) to Provide Enhanced Finance Results	Fireside Chat: Generative AI to Enhance Finance Reporting Accuracy & Improve Decision-Making	Panel Discussion: Measuring the Value & ROI of Digital Transformation & Automation Programs
IDP (intelligent document processing) provides a powerful solution for process improvement by extracting key information from documents and converting unstructured data into structured, usable information. In this session, you will hear a specific Use Case to demonstrate how IDP can drive process excellence across various functional areas. In this session, you will also hear about: Utilizing IDP in complex processes and develop a roadmap for leveraging IDP to automate document-centric processes and improve outcomes within various functional areas Develop a roadmap for leveraging IDP to automate document-centric processes and improve business outcomes Data governance, quality, optimization, and interoperability/connectivity	Finance reporting is a complex and time-consuming process. It involves collecting, analyzing, and summarizing large amounts of data – and in today’s fast-paced and data-driven world of finance, accurate reporting and informed decision-making are paramount. In turn, generative AI is a powerful automation tool that can transform an organization’s finance operations and provide the business with enhanced business decisions and outcomes. Topics of discussion will include, yet will not be limited to: How AI-driven algorithms provide finance professionals with timely, data-driven insights that support strategic decision-making Utilizing generative AI to streamline and automate repetitive financial tasks, freeing up valuable time for finance teams to focus on high impact activities AI-driven scenario modeling and risk assessment tools that enable finance teams to plan for uncertainties and make more informed decisions	Although automation use cases and program roll outs have increased over the years, many organizations, and their automation and functional area leaders still struggle to accurately measure the ROI of their digital transformation and automation initiatives. This is because every project is unique, with different objectives, technologies, resources, limitation, and budgets. Developing effective digital and automation project roadmaps, metrics, and KPIs to clearly demonstrate their business value isn’t easy, yet it is paramount, so to ensure continued stakeholder buy-in, support, and funding.In this session, topics of discussion will include, yet will not be limited to: Developing customized metrics and KPIs to measure a variety of digital & business transformation and automation programs – so to determine the value and impact they offer the business Applying various methods for determining automation program ROI, including cost savings, productivity gains, and much more Communicating effectively with stakeholders about the importance of customized ROI calculations

All Finance Sessions

• Masterclass A: IDP (Intelligent Document Processing) to Streamline & Optimize Data Handling and Provide Valuable Business Insights

In today's digital-first business landscape, data is certainly a great asset, yet it’s also very challenging to work with and leverage. With so much unstructured and semi-structured documents flooding into organizations and their functional areas, via such document types as scanned images, PDFs, emails, and more, the necessity to interpret, categorize, catalog, and utilize said data can certainly be challenging. That’s where Intelligent Document Processing (IDP) can assist, as a powerful automation tool to capture, extract, and convert unstructured and semi-structured data into structured and usable data. By utilizing IDP, data can be processed more effectively and provide highly valuable business insights.

In this deep dive, collaboration masterclass, the speakers and attendees will discuss and work through the below matters:

- What exactly is IDP, how does it work, and what are the technical requirements

- Determining which functional areas and processes would be ideal candidates to utilize IDP

- Strategies to ensure data quality for data validation, verification, and ongoing optimization to get the most out of data utilizing IDP

• Panel Discussion: Extracting & Optimizing Powerful Business Insights With Intelligent Document Processing (IDP) to Provide Enhanced Finance Results

IDP (intelligent document processing) provides a powerful solution for process improvement by extracting key information from documents and converting unstructured data into structured, usable information. In this session, you will hear a specific Use Case to demonstrate how IDP can drive process excellence across various functional areas.

In this session, you will also hear about:

- Utilizing IDP in complex processes and develop a roadmap for leveraging IDP to automate document-centric processes and improve outcomes within various functional areas

- Develop a roadmap for leveraging IDP to automate document-centric processes and improve business outcomes

- Data governance, quality, optimization, and interoperability/connectivity

• Panel Discussion: RPA, Data Analytics and Various Automation Tools to Detect & Prevent Bank Financial Fraud

Financial fraud is a major problem that costs businesses and individuals billions of dollars each year. In recent years, fraudsters have become increasingly sophisticated in their use of technology, making it more difficult for banks to detect fraud. Attend this use case session to learn how a leading bank utilized RPA, data analytics, data mining, and a variety of automation tools to detect and prevent financial fraud. By doing so, it enabled the bank to develop fraud prevention strategies and to investigate suspected fraud cases.

In this use case session, you will learn more about:

- How RPA was utilized to automate repetitive tasks, such as collecting data from different sources and entering it into a data analytics tool

- Data analytics tools that enabled the bank to analyze large amounts of data, so to identify patterns and anomalies, which in turn allowed them to identify fraudulent activity

- Data mining to identify patterns and trends in large datasets of customer transactions

- Machine learning to identify historical data of fraudulent and non-fraudulent transactions

• Fireside Chat: Automation Tools to Enhance Finance Reporting Efficiency & Accuracy

Finance reporting is a complex and time-consuming process. It involves collecting, analyzing, and summarizing large amounts of data. By automating finance reporting, organizations can save time and money, improve accuracy, and reduce the risk of human errors. However, with so many automation tools available, understanding which financial reporting processes to automate, and in turn, which automation tools to utilize can be quite challenging.

In this session, topics of discussion will include, yet will not be limited to:

- Benefits of using automation tools to improve finance reporting

- Automation tools to collect data from different sources, such as accounting software, spreadsheets, and databases

- Visual dashboards to effectively communicate financial information to stakeholders

- Automation tools that can analyze data, generate reports, and identify trends & patterns

- Data analytics and generative AI for improved financial reporting

• Interactive Discussion Group (IDG): Driving Data Analytics & Predictive Analytics Into Operations to Provide Highly Valuable Insights to the Business

- Exploring a variety of data analytics and predictive analytics tools that could be compatible with x automation programs

- Potential additional business value data and predictive analytics could provide your automation programs – and also offer highly business insights into operations

- Technology, infrastructure, and workforce requirements

• Panel Discussion: Measuring the Value & ROI of Digital Transformation & Automation Programs

Although automation use cases and program roll outs have increased over the years, many organizations, and their automation and functional area leaders still struggle to accurately measure the ROI of their digital transformation and automation initiatives. This is because every project is unique, with different objectives, technologies, resources, limitation, and budgets. Developing effective digital and automation project roadmaps, metrics, and KPIs to clearly demonstrate their business value isn’t easy, yet it is paramount, so to ensure continued stakeholder buy-in, support, and funding.

In this session, topics of discussion will include, yet will not be limited to:

- Developing customized metrics and KPIs to measure a variety of digital & business transformation and automation programs – so to determine the value and impact they offer the business

- Applying various methods for determining automation program ROI, including cost savings, productivity gains, and much more

- Communicating effectively with stakeholders about the importance of customized ROI calculations

• Fireside Chat: Generative AI to Enhance Finance Reporting Accuracy & Improve Decision-Making

Finance reporting is a complex and time-consuming process. It involves collecting, analyzing, and summarizing large amounts of data – and in today’s fast-paced and data-driven world of finance, accurate reporting and informed decision-making are paramount. In turn, generative AI is a powerful automation tool that can transform an organization’s finance operations and provide the business with enhanced business decisions and outcomes.

Topics of discussion will include, yet will not be limited to:

- How AI-driven algorithms provide finance professionals with timely, data-driven insights that support strategic decision-making

- Utilizing generative AI to streamline and automate repetitive financial tasks, freeing up valuable time for finance teams to focus on high impact activities

- AI-driven scenario modeling and risk assessment tools that enable finance teams to plan for uncertainties and make more informed decisions

• Fireside Chat: Automation to Enhance Vendor Management Processes & Find Areas to Reduce Vendor Costs

Vendor management is the process of overseeing and managing the relationships between an organization and its vendors. It can be a time-consuming and labor-intensive process, but automation can help to save money and improve efficiency. There are several ways automation can be used to save money on vendor management. By doing so, organizations can free up resources to focus on other areas, such as strategic planning and innovation. Overall, automation can be a valuable tool for organizations that are looking to save money on vendor management.

In this session, topics of discussion will include, yet will not be limited to:

- Automating such processes as sourcing and onboarding new vendors, which can save time on research, negotiations, and much more

- Creating, negotiating, and managing contracts with vendors

- Automated vendor invoicing processes and paying vendors, which can reduce errors, improve efficiency, and improve cash flow

- Utilizing data analytics and visual dashboards to analyze vendor management processes, and in turn find areas for process improvement and potential discounts and savings

Speaker Spotlight