In this new wave of automaton, the importance of data has been reignited and in order to stay competitive, leaders will be faced with the challenge of guiding AI transformation in a timely matter. Still, cost savings is top of mind – the goal is to find the right mix to accelerate your company’s long-term vision. With the opportunity to increase productivity, efficiency, accuracy and long-term profitability, leaders are empowered to explore incorporating Gen AI as a tool into the strategic core of F&A processes.

·       Explore how AI-powered tools can help businesses reduce costs by streamlining processes and eliminating manual tasks for the workforce

·       Learn practical ways to advocate for transformation initiatives across the company and be a digital leader

·       Discuss the benefits of adding in automation to your strategy to increase business value

·       Assess investment and budget considerations

·       Hear success stories of achieving desired outcomes

M.K. Aydin

Senior Director IT, Corporate Finance and Legal
Honeywell

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Manny Korakis

CFO
Presidio

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Rahul Malhotra

CFO
Integreon

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Robyn Peters

Senior Manager, Finance & Performance
Deloitte

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Do you want to spend less time on email? Unlock the power of AppZen Inbox. Explore AI that organizes your AP email inbox, process supplier invoices and responds to supplier inquiries and questions, leaving you more time for strategic tasks.

Sponsored by: AppZen

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Artin Rodriguez

Solutions Consultant
AppZen

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With the buzz of Gen AI, you may be wondering where to begin. With the potential to transform the way your F&A function operates; you will need to identify within your organization where this technology can be integrated to help meet your business goals. Join this masterclass to learn how to identify use cases and build proof of concept, while hearing success stories, best practices and lessons learned from companies who are in the middle of their Gen AI journey.

·       Identifying Value Use Cases

o  Where to begin? Where is time most spent?

o  What qualifies a high value use case vs. low value?

o  Tips to identifying a scalable, high benefit use case through data

·       Building Proof of Concept

o  How do I make this actionable?

o  Who do I partner with? What technology do I need?

o  Who do I need onboard within my organization

o  Best practices for seamless kickstart

·       Success Stories, Best Practices and Lessons Learned

o  Take away action items, learnings and recommendations from leaders currently working on projects with Gen AI

Lucas R. Juarez

Partner, Global Finance Transformation
IBM Consulting

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By automating transactional and time-consuming manual tasks, it frees up employees to focus on high-value activities and strategic planning and analysis to move the needle on company initiatives. Take a deep dive into the benefits and strategies on how to leverage Gen AI to make human workers more efficient and productive.

·       Consider how Gen AI can shift labor needs, create capacity creation and build strategic value for the business

·       Explore best practices to foster strategic thinking and encourage responsibility amongst your workforce to enable further career development

·       Define the role of your human workforce and their importance to the success of AI implementation

·       Hear tips on how to best upskill your workforce to maximize automation

Todd Dooley

CFO
Ontellus

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Sas Mukherjee

President & CFO
Catalyst Solutions

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Milan McGraw

Machine Learning/Generative AI Enterprise Lead
Amazon Web Services

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·       Our microservice infrastructure leveraging an ecosystem of partners serves as the backbone

·       A user centric demo app along with a systematic approach to use case prioritization and co-creation maximizes impact

·       A clear focus on pro-active risk mitigation minimizes ethical, security and compliance risks

·       Tangible examples of productive use cases help transporting the message into the organization

Nikolas Barth

Global Head of Digital Transformation & Strategy and Regional Head of Digital Solutions Americas
Siemens

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This is an opportunity to select some common challenges that you would like to collaborate with your peers on. You will have the opportunity to sit on both roundtable topics during two rounds of 30 minutes.

1) Gen AI Use Cases in Finance and Strategies to Get Started on your AI Journey

Robyn Peters, Senior Manager, Finance & Performance, Deloitte 

2) Change Management Strategies and Upskilling Tips to Integrate Your Workforce and Gen AI

 Sas Mukherjee, President & CFO, Catalyst Solutions

Robyn Peters

Senior Manager, Finance & Performance
Deloitte

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Sas Mukherjee

President & CFO
Catalyst Solutions

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Having access to real-time data can lead to faster, more informed decision-making. Imagine being able to forecast future trends and anticipate potential problems before they arise, proactively tackling problems and identifying opportunities for growth. So how do you move from hype to substance when it comes to data and generative AI? That’s the key question that all leaders are going to have to answer if they want to prepare their organizations to adopt this transformational technology. In this presentation, you will learn how leaders can usher in the right mindset, strategy, and tools to translate the promise of generative AI into real business value. Finance now has a path forward to incorporate all data, financial, operational and commercial – for meaningful interpretation and Gen AI can open the door to generate responses and information pulling from multiple data sets in real-time. You will learn how customers are successfully deploying data and generative AI strategies now and leave with practical information on how to develop a generative AI strategy that works for your company, including best practices on selecting use cases, responsible use, and more.

Milan McGraw

Machine Learning/Generative AI Enterprise Lead
Amazon Web Services

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This fireside chat session delves into the critical domain of AI ethics concerning employee data. As organizations increasingly adopt AI-driven systems for decision-making, the ethical implications of using employee data grow exponentially. This session aims to foster a comprehensive discussion on the multifaceted challenges and opportunities associated with this subject. The discourse will encompass the intricate balance between data utilization and individual privacy, addressing key

concerns about the collection, storage, and analysis of employee data. Ethical considerations related to consent, transparency, and data ownership will be explored, highlighting the need for responsible AI practices that empower employees while safeguarding their rights. Amidst these challenges, the

fireside chat will spotlight innovative approaches and best practices that organizations can adopt to uphold ethical standards. Collaborative efforts between stakeholders, including data scientists, ethicists, legal experts, and HR professionals, will be underscored as pivotal to navigating the intricate terrain of AI ethics in the context of employee data.

Jon Eisenstein

Former Product Group GM
Google

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Explore the cutting-edge realm of AI integration in organizational settings through the lens of BSW Healthcare's transformative journey. This enlightening session delves into a compelling real-world case study, offering customized strategies applicable across diverse industries. Uncover nuanced approaches spanning technology infrastructure, ethical frameworks, and workforce upskilling. Navigate the intricacies of change management and communication challenges, with a special emphasis on the distinctive dynamics of AI implementation within the healthcare sector. Benefit from actionable insights and proven strategies designed to empower organizational leaders in confidently steering through the multifaceted landscape of this transformative AI journey. Engage in discussions

led by experts from BSW Healthcare, highlighting:

- Real-world case studies showcasing successful AI integration

- Tailored strategies encompassing technology, ethics, and workforce

Christopher Koch

Director of HR Tech & People Analytics
Baylor Scott and White (BSW) Health

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Discover how PayPal is paving the way for a new era of HR efficiency. Hear firsthand from these HR industry experts on how they're harnessing the power of Gen AI and other automation tools to reach their goal of slashing their work volume by an impressive 50%. Gain invaluable insights into their transformative journey, practical implementations, and real-world success stories to bring back to your organization. Don't miss this chance to learn from the best and revolutionize your HR operations while staying at the forefront of HR technology by understanding the right tools for the job, and the change management practices that come with rapid transformation.

Eric Harding

Director, Global Employee Central
PayPal

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Cristopher Taylor

Senior Human Resources - Operational Excellence Leader
PayPal

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This masterclass tackles the imperative task of formulating a robust business case for the seamless integration of Gen AI and Conversation AI, hereafter abbreviated to Gen AI, within diverse workplace environments.

The masterclass provides a comprehensive framework to enable business leaders, decision-makers, and innovation enthusiasts to navigate the intricate terrain of Gen AI adoption. Fusing technical insights with strategic acumen, the session elucidates how Gen AI can catalyze productivity, accelerate issue resolution, amplify creativity, and enhance efficiencies across industries. Attendees will grasp the fundamental mechanics of Gen AI and its potential to metamorphose conventional workflows into agile, adaptive, and insightful processes. Importantly, you’ll walk away with practical applications and the ability to demonstrate to decision-makers the tangible benefits toward both experience and budget.

Through a real-world case study attendees will garner the tools necessary to construct a compelling business case tailored to their organization's unique needs. Addressing concerns of implementation challenges, ethical considerations, and return on investment, the masterclass equips participants to anticipate hurdles and strategize mitigation approaches. Moreover, it examines the symbiotic relationship between Gen AI and human ingenuity, emphasizing the collaborative synergy that underpins its successful integration.

Tim Young

Senior Vice President Human Resource Operations
Pearson

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Karolyn Karl

Director of HR Transformation
Pearson

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Participate in this exclusive Roundtable Dialogue to engage in an authentic and transparent discourse centered around maintaining the essential human element within HR practices, amidst the transformative influx of technology-driven solutions in the corporate landscape.

Participate in this exclusive Roundtable Dialogue delving into the intricate realms of enhancing accuracy and rectifying bias within the realm of Generative AI. Engage in insightful discussions that resonate with the challenges and opportunities encountered by HR leaders as we collectively shape the future of AI in HR.

Hector Gonzalez

Director HR Digital Transformation
Solistica

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Engage in this exclusive Roundtable Dialogue, where we delve into essential strategies and insights needed to successfully navigate the complex realm of compliance during the fast-paced technological advancements of the Gen AI era. Collaborate with fellow HR industry leaders in a conversational experience that explores inventive solutions and best practices to guarantee a seamless integration of technological progress with compliance requirements.

Jerry Hotovec

Director of People Operations
Netflix

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HR thought leaders will talk about the dynamic landscape of Artificial Intelligence adoption by addressing the concerns of skeptics and highlighting pathways to transform them into enthusiastic champions of AI-driven transformation. In an era where AI technologies are revolutionizing industries, understanding and overcoming skepticism is essential for effective integration. This session will explore a multifaceted approach to engaging with AI skeptics. It will present strategies to bridge the knowledge gap, dispel misconceptions, and alleviate fears surrounding AI's potential impact on jobs, privacy, and ethics. Drawing from real-world case studies, the panelists will showcase successful initiatives that have led to remarkable shifts in perception, demonstrating how open dialogue and education can convert skeptics into advocates for AI-driven advancements. Key topics include:

- Effective ways to communicate the benefits and limitations of AI to diverse stakeholders

- Fostering collaborative environments that encourage skeptics to actively participate in the AI learning process alongside AI proponents.

- Discussing reskilling and upskilling opportunities that empower individuals to embrace AI as a tool for amplifying their capabilities.

Sherry Olson

VP of Human Resources
WEX

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Nicole Eisenbarth

COO
Elite Roofing Supply

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In today's era of technological dominance, IT leaders must transcend their role as mere technology experts and embrace the broader responsibility of being company leaders. It is crucial to comprehend the financial implications of decisions and effectively communicate in the language of finance and leadership. This session will feature insights from prominent practitioners who will shed light on the critical considerations leaders should ponder and the profound impact their decisions can yield. Join us for an engaging discussion on:

• Articulating risk from a financial perspective
• Best practices and pitfalls in constructing budgets and financial models.
• A comprehensive checklist spanning from technical to financial inquiries for large projects.

Kenneth Foster

Global Head of Architecture
Adient

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In the realm of IT leadership, informed decisions are the linchpin of successful strategy. In this

insightful panel session, we delve into the transformative power of replacing assumptions with

empirical data, enabling organizations to make decisions grounded in factual analysis rather than

subjective emotions. Join us as we navigate the strategies and methodologies that empower businesses

to gain a comprehensive understanding of their IT expenditure, with the overarching objective of

optimizing costs.

Our discussion will encompass the following key facets:

- Uncover the crucial steps and best practices for establishing a robust IT asset baseline that

forms the bedrock of your financial insights.

- Learn how to define and present realistic service delivery costs, enhancing budgeting

accuracy and resource allocation.

- Explore the significance of meticulous data accrual processes, which serve as the cornerstone

for heightened precision in financial analysis.

Matt Sirk

Executive Director
Cedars-Sinai

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John Ford

Business Relationship Manager – IT Service Manager
Cigna

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This year’s hottest buzzword is “Gen AI” but what does that mean for professionals in the ITFM space? Embark on a transformative journey in this exclusive Masterclass designed for F500 ITFM to dive into the dynamic realm of ITFM in the era of Gen AI. Uncover the secrets of constructing bespoke models tailored to your organization's distinct needs, ensuring unparalleled adaptability in the face of evolving technological landscapes. Delve into the art of leveraging proprietary data sources to fuel strategic decision-making, providing a competitive edge through unique insights. Through real-world practical insights, this Masterclass equips participants with the skills and knowledge needed to not only navigate but excel in the intricate intersection of ITFM and Gen AI. Join us as we discuss:

- A checklist of questions and concerns you should have when building your Gen AI models.

- Tools and Applications to help the client process become more efficient.

- Best practices in Risk Management when creating personalized Gen AI models.

Dushyant Sengar

Director Data Science
BDO USA

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Join us for the opening keynote at the ITFM F500 conference as we tackle the critical issue of bridging the gap between IT and finance departments. Explore innovative strategies and real-world success stories to foster collaboration, align priorities, and optimize financial outcomes. Our expert speaker will share actionable insights and best practices, offering a roadmap for driving synergy between these traditionally siloed functions. Don't miss this opportunity to discover how to unlock the full potential of your organization's IT investments and financial resources.

Brad Brown

Global Finance Director, Digital Technologies
Mars

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Cost considerations are fundamental, yet they represent just a portion of the larger equation. Join us in this pivotal panel discussion where we delve into the strategies and insights essential for IT leaders seeking to broaden their perspective, shifting focus towards capturing and quantifying value as

perceived by internal stakeholders. Our discussion will encompass the following key points:

- Discovering the methodologies and frameworks available to fine-tune your service-based business model, maximizing its alignment with organizational objectives.

- Gaining valuable insights into techniques for articulating and defining the concept of value within the context of your IT services, fostering a more comprehensive understanding among stakeholders.

- Exploring the multifaceted role of ITFM and its extensions in driving informed, value enhancing business decisions, fortifying IT's impact on every organizational partnership.

Paul Matthews

Director of Finance
University of Pittsburgh Medical Center

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Neil Anson

Senior Director It Finance
Tenet Healthcare

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Swing away at Top Golf in Orlando! With 6 bays, dinner, and drinks for 35 guests, you'll have a chance to network and work on your golf game!

Join SSON for an intimate drink’s reception in the Headwaters Lounge bar, located in the Rosen Shingle creek. Enjoy drinks and snacks and mingle with 35 of your peers onsite.

Join SSON friends for the ultimate Disney fireworks viewing experience! Departing from Disney, your private Disney fireworks cruise will set sail for Seven Seas Lagoon and Bay Lake near Magic Kingdom park an hour before the show begins. Onboard, you’ll have access to Disney snacks, drinks, and your very own captain.