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Overview:

As COVID-19’s economic impact continues to generate shock waves among financial institutions, incorporating solutions that would ease finance and accounting (F&A) activities is vital. Consequently, intelligent process automation (IPA), which enables businesses to create digital platforms and faster end-to-end processes, is currently gaining popularity. This growing reputation is brought by IPA’s benefits that expand from saving time and costs to avoiding physical interaction between clients and employees.

Because it is imperative for businesses to be abreast of the current process automation initiatives arising in the payment industry, The Knowledge Group has assembled a panel of thought leaders and practitioners who will engage in an in-depth discussion of the intelligent automation trends and developments in corporate F&A  functions. Speakers will also offer practical strategies and maximizing opportunities for this digital technology in light of the COVID-19 financial crisis.

Key issues that will be covered in this course are:

  • Why Use Intelligent Process Automation?
  • Key Trends and Developments
  • Mitigating Risks and Pitfalls
  • Best Practices and Strategies
  • Maximizing Opportunities Amid COVID-19 Crisis
  • A Look Ahead

Learning Objectives:

  • Determine the key considerations in implementing intelligent automation
  • Identify the ways on how to leverage a citizen developer program to achieve automation goals
  • Recognize the whys and hows of using the function-as-a-service (FaaS) model
  • Determine the recent and emerging finance automation trends and benefits

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

None

 

Course Code:

149247

 

NY Category of CLE Credit:

Law Practice Management

 

NASBA Field of Study:

Information Technology – Technical

 

Total Credits:

2.0 CLE

2.0 CPE (Not eligible for QAS (On-demand) CPE credit)

Speaker Panel:

Rohit Gupta, CEO and Co-Founder
Auditoria.AI

Rohit founded Auditoria.AI in 2019, with the vision of ushering a new paradigm in Artificial Intelligence, Machine Learning, and Automation for ERP Financial Applications. He is responsible for conceiving, developing, communicating, and growing Auditoria’s strategy and business as an industry pioneer in the next generation autonomous, self-driving Finance back office.

Most recently, Rohit was Group Vice President for Cloud Security at Oracle Corporation having joined via the acquisition of Palerra, the industry’s first API-centric Cloud Access Security Broker, where he was Founder and CEO.

Prior to Palerra, Rohit was Vice President and General Manager for the Remedy IT Service Management division at BMC Software and Founding Vice President of Product Management for Identity and Access Management at Oracle Corporation.

Rohit earned his master’s degree in Computer Science from Case Western Reserve University, and is a well-known speaker and industry thought leader in the areas of emerging technology innovation, advanced analytics, automation, security, and privacy.

Wayne Butterfield, Director, Global Lead – Intelligent Automation Solutions
ISG Automation

Wayne is Global lead for Intelligent Automation Solutions. Wayne is responsible for all AI & Cognitive Automation deployments across ISG, either building on existing RPA deployments or moving straight into AI & Cognitive via the use of Chat Bots, Machine Vision (OCR), NLP, Machine Learning and more.

Wayne provides Director oversite on all AI & Cognitive Automation engagements and owns the business wide scanning function in ISG Automation. He runs the CTO Office, an internal capability that continually scans the technology market for new and innovative solutions and methodologies, to keep ISG Automation at the cutting edge of all things AI & Automation.

Matthew Murphree, Sr. Business Automation Manager - Operational Excellence
GM Financial

Matt Murphree is a Senior Business Automation Manager at GM Financial, based in Fort Worth Texas. Prior to joining GMF in October 2018, Matt was a Continuous Improvement/Lean Six Sigma leader at other auto finance companies in the DFW area. In his current role Matt leads a team responsible for automation program support, including areas such as data collection/reporting and citizen developer program.

Jeanine Nosker, VP of Delivery Transformation
Consero Global LLC

Jeanine Nosker serves as VP of Delivery Transformation for Consero. Leveraging over 15 years of leadership experience in finance and accounting, Jeanine is responsible for overseeing Consero’s solution efforts to incorporate technology to overall optimization efforts, ensuring the highest level of support is available at all levels of client engagement.

Agenda:

SEGMENT 1:

Wayne ButterfieldDirector, Global Lead – Intelligent Automation Solutions

ISG Automation

  • What is Intelligent Automation
  • Why is this important to the Enterprise?
  • Moving to Hyper-Automation
  • Key lessons learnt

SEGMENT 2:

Matthew Murphree, Sr. Business Automation Manager - Operational Excellence

GM Financial

  • GM Financial/ Automation program overview
  • Why Citizen Developers, how our program works, and how they contribute to innovation
  • What’s Next?

SEGMENT 3:

Jeanine Nosker, VP of Delivery Transformation

Consero Global LLC

AND

Rohit GuptaCEO and Co-Founder

Auditoria.AI

Jeanine’s Section: How FaaS can benefit companies of all sizes

  • What is FaaS?
  • When do companies move to a FaaS model?
  • What are the benefits of FaaS?
    • Scale
    • Process
    • Access to modern technology
  • What are the first steps one should take in moving to FaaS?
  • Etc.

Rohit’s Section: How today’s companies benefit from modern finance technology

  • Trends in Finance technology
    • RPA
    • Cognitive automation
    • Autonomous applications
  • Benefits of Finance automation
    • Scale
    • Speed
    • Accuracy
  • What are the first steps one should take in implementing automation?

Combined Section: Jeanine Nosker & Rohit Gupta

 

 

 

 

Date & Time:

Wednesday, May 19, 2021

12:00 pm to 2:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • Chief Technology Officers
  • Chief Data Officers
  • VPs/Directors of IT
  • Chief Operating Officers
  • Chief Financial Officers
  • Chief Accounting Officers
  • VPs/Directors of Finance
  • VPs/Directors of Accounting
  • Audit Managers
  • Controllers
  • Financial Analysts
  • Chief Compliance Officers
  • Top-Level Executives

SPONSOR

SPEAKERS

Rohit GuptaCEO and Co-Founder
Auditoria.AI
Wayne ButterfieldDirector, Global Lead – Intelligent Automation Solutions
ISG Automation
Matthew MurphreeSr. Business Automation Manager - Operational Excellence
GM Financial
Jeanine NoskerVP of Delivery Transformation
Consero Global LLC

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