The Workday Intelligent Finance Tour

Chicago, IL - The Metropolitan at Willis Tower

Tuesday, June 6, 2023
11:45a - 5:30p, CT
Cost: Complimentary

Thanks to rapid advances in generative AI, machine learning, and advanced analytics, the future of intelligent finance is here!

AI and ML is no longer an option when modernizing the finance IT ecosystem—it's a requirement. Modern finance is fully digital and intelligently automated, embracing AI and ML to process high-volume transactions faster with increased precision and greater accuracy.

To help organizations prepare, Workday has partnered with AICPA-CIMA, the world’s largest finance professional organization, and Workday partner KPMG to bring together Finance, Accounting, Planning and IT leaders for an exclusive event designed to help reimagine finance for success today and in the future.

During this complimentary half-day event, guests will hear from industry experts and finance practitioners using Workday’s solutions for the office of finance. Practical use cases for AI and ML applications will be shared and CPE credit offered for sessions led by AICPA experts. In addition, there will be plenty of opportunities to network with peers and hear from subject matter experts and guest speakers leading sessions on the future of finance.


Key Takeaways from the Tour:

  • 理解AICPA-CIMA F的五个关键维度inance & Accounting Maturity Model and how to build capabilities within each dimension
  • Gain familiarity with artificial intelligence, machine learning and other advanced technologies to drive intelligent automation
  • Learn about current AI and ML features for predictive planning, anomaly detection and outlier reporting in Workday Adaptive Planning
  • Discover how accounting teams can democratize data management, empower their teams to report on results and co-innovate with IT
  • Uncover planning tips for success – how to navigate recession risk, inflation, and a tight labor market and how to drive process efficiency, automation, andinvestment in finance talent and skill sets in your organization

Agenda:



11:45a - 12:30p

Networking Lunch
12:30p - 1:30p

General Session Keynote

The Future of Intelligent Finance

1:30p - 1:45p

Networking Break
1:45p - 2:45p

Concurrent Sessions:

  • Accounting Track-Putting Data Management in the Hands of Accounting
  • Planning Track-ExcelGPT? What AI and ML Technologies Mean for Planning
2:45p - 3:00p

Afternoon Break

3:00p - 4:00p

Concurrent Sessions:

  • Accounting Track-Driving Intelligent Automation & Exploring Possibilities of a Zero Day Close
  • Planning Track-Trends and Topics FP&A Roundtable

4:15p - 4:50p

Closing Keynote

5:00p - 6:00p

Networking Reception




Speakers
Brian Anderson
SVP, FP&A
Wintrust
David DeFreitas
Group CFO - Retired
Caterpillar Inc.
Erin Levy
Head of Financial Systems Advisory
CNA
Christy Li
VP, Accounting Systems,
Product Management
Fannie Mae
Gustavo Rodriguez
VP and Head of FP&A
Pan-American Life
Michael Schrage
Researcher
MIT Sloan
Dan Wesley
CTO – Planning & Analytics
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