Putting AI-powered Autonomous Finance into practice, London

October 17, 2024 09:00 - 11:30

London Stock Exchange, 10 Paternoster Square, London EC4M 7LS

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Overview

Expert speakers

Agenda

FAQs

Putting AI-powered Autonomous Finance into practice

Earlier this year we shared the results from our Global Autonomous Finance Benchmark which surveyed almost 1,700 finance and IT professionals on where organizations stand in their Autonomous Finance journey and AI initiatives. The research illuminated key insights on the challenges and opportunities facing finance teams.

In this event, we turn those research insights into actionable strategies that can guide CFOs on their journey toward Autonomous Finance and explore the practical ways finance teams can execute a roadmap that delivers real results, quickly.

Discussion topics will include how to establish an effective partnership between Finance & IT that drives innovation, ways to build a business case that moves finance into a more strategic role within the organization and how to accelerate time to value by turning finance transformation on its head.

Experts from Microsoft, HSO and Aptitude will also discuss the optimal technology framework to deliver the unified view of data, automation, AI horsepower and control needed to reduce costs and drive results. We’ll end with a solution showcase highlighting the technology powering Autonomous Finance use cases and success stories in the market.

Sessions:

The journey to AI-powered Autonomous Finance: Hear the results and key findings of our Global CFO Benchmark research, offering a unique snapshot of where organizations stand in their Autonomous Finance journey and their use of AI.
From concept to implementation: Building the business case for AI-driven Autonomous Finance: Our panel of CFOs discuss how to create alignment, build a business case and develop an agile mindset that is focused on continual improvement and turns finance transformation on its head.
Solution showcase – See Autonomous Finance in action: Experts from Microsoft, HSO and Aptitude will demonstrate the next-generation technologies that are pushing companies forward in their journey to Autonomous Finance. They’ll also discuss early adopters that have realized tangible benefits from successful implementations.

Don’t miss this opportunity to learn from our technology and finance subject matter experts and leave with ideas to unlock the potential of Autonomous Finance and AI to transform your finance function into a strategic powerhouse.

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London Stock Exchange, 10 Paternoster Square, London EC4M 7LS

Ekaterina Emelianova

CFO and Deputy CEO, TradeXBank

Ekaterina (Katya) Emelianova is CFO and Deputy CEO of TradeXBank AG and a member of the Executive Board.

Ekaterina has over 25 years of professional experience, mainly in the financial industry. Prior to her current position as a CFO of TradeXBank, she was keeping number of positions as a Finance Director or CFO of the Corporate and Investment Business at the large Eastern European Banks, Investment companies with the presence over 10 countries and was in charge of overseeing foreign subsidiaries across all countries of presence. She has solid experience of the transformation of finance function including technological aspect of it. She keeps CFM, CMA, CSCA and CIA qualifications and holds EMBA degree from London Business School. Since July 2021, she has served as President of the Swiss Chapter of the Institute of Management Accountants (IMA), a not-for-profit organization focused on advancing the management accounting profession.

Ekaterina Emelianova | LinkedIn

Harsil Patel

Director - Insurance, EY

Harsil Patel is a Director within the CFO Consulting practice at EY, specializing in transformation and change within the insurance sector. A CIMA qualified accountant with over 14 years of experience, he has a depth of experience across Life, General Insurance (GI), and Specialty markets.

Prior to joining EY, Harsil held various finance and consulting roles in the insurance sector, focusing on operational model changes driven by technology and data.

Harsil Patel LinkedIn

Jamie Genge

FP&A Lead, HSO

Jamie Genge is the UK FP&A Lead at HSO. He is a CIMA member with 15+ years experience in senior commercial finance, business partnering and FP&A roles. He began his finance career in audit, then moved into industry where he has worked in SME, large and listed companies within Tech, Services and Scientific Research sectors.

Jamie Genge LinkedIn

Jas Brar

CFO, Microsoft UK

Jas Brar has 21 years’ professional experience, include a 16-year tenure with Microsoft that has spanned 6 roles and 3 geographies. Before his current position of UK CFO, Jas became familiar with the UK market through his role as Commercial Finance Director. He has previously held the role of CFO at Microsoft Belgium and Luxembourg, also working in the Netherlands as FP&A Group Controller. The early phase of his Microsoft Finance career was spent within the Consumer business, supporting Xbox and Surface. Before that, Jas worked for UBS in the financial services industry amidst the credit crunch, then followed his passion and entered the technology sector. He is a qualified CIMA accountant and holds a degree in Accounting & Finance from Liverpool University.

Jas Brar LinkedIn

Matt Quinn

Chief Data Officer Azure Data & AI, Microsoft UK

Matt Quinn is the UK Chief Data Officed for Microsoft UK’s Solutions business.

Part of the Azure Data & AI leadership team, he helps customers understand, plan for, and adopt Data & AI services in Microsoft’s portfolio, helping connect strategies that balancing people, process, and technology to unlock business value by turning Data into Insights that the organisation can act upon. Prior to this role, Matt led the Financial Services Data & AI team, with engagement and sponsorship for AI transformation across our enterprise Banking, Capital Markets, Insurance & Investments companies.

Matt Quinn | LinkedIn

Sara Dickinson

Chief Financial Officer, BSI

Sara was appointed as Chief Financial Officer of the British Standards Institute in 2022. Prior to this, Sara was Senior Vice President of Finance at Expedia Group, and previously the Chief Finance Officer of Expedia Partner Solutions, the global B2B technology solutions division within Expedia.

Sara has over 25 years of financial experience, as well as significant knowledge of digital finance processes and finance transformation. Sara’s other experience includes Commercial Finance Director at Costa Coffee Group, Financial Controller for Sage Group plc and Vice President and European Chief Financial Officer of ebookers.

Sara Dickinson | LinkedIn

Mark Aubin

Autonomous Finance Leader, Aptitude Software

Mark Aubin | LinkedIn

Mark Aubin is Aptitude Software’s Autonomous Finance Leader. Mark works to identify and nurture market opportunities, and ensures the successful positioning of our suite of products to Aptitude’s clients, partners, and prospects.

Mark bring over 25 years of experience in enterprise financial applications and has served in senior roles as a software vendor, customer, and consultant. He has deep finance and operational knowledge across diverse industry sectors and has been focused on software solutions for financial regulatory compliance and modernization since 2007, including co-founding and leading product and technology for RevStream, a leading Enterprise Revenue Recognition and Management Solution. Since its acquisition by Aptitude Software in 2017, Mark has served in several strategic roles, including SVP of Sales, Solutions Consulting, Account Management for North America and Chief Innovation Officer.

Leigh Pepper

Chief Product and Technology Officer, Aptitude Software

Leigh Pepper | LinkedIn

Leigh is an influential leader in product and technology, having joined Aptitude just over 12months ago as Chief Product and Technology Officer he leads our product and engineering teams designing, building and running our portfolio of finance transformation products. Excited by the generational opportunity that Autonomous Finance and AI bring he is driving the delivery of the Fynapse platform to enable that vision to come to life.

How do I register for the event and is there a registration fee?

The event is free of charge and to register for the event, simply visit our registration page and complete the online registration form. Early registration is recommended, as space is limited.

Is there a dress code?

Business casual attire is recommended for the event.

Will food and beverages be provided?

Refreshments will be provided on the day.

How can I get to the venue?

1. From Bank Station (London Underground)

Distance: ~0.3 miles (5-7 minute walk)

Directions:

Exit Bank Station following signs for Queen Victoria Street.
Walk along Queen Victoria Street heading west.
Turn right onto Bucklersbury.
Continue on to Walbrook, passing the Bloomberg building.
Turn left onto Threadneedle Street and continue straight.
You will arrive at the London Stock Exchange at 10 Paternoster Square.

2. From St. Paul’s Station (London Underground)

Distance: ~0.2 miles (4-5 minute walk)

Directions:

Exit St. Paul’s station and head west on Cheapside toward Newgate Street.
Walk straight along Paternoster Row.
The London Stock Exchange is located at 10 Paternoster Square, near the base of St. Paul’s Cathedral.

3. From Cannon Street Station (National Rail and Underground)

Distance: ~0.4 miles (8-10 minute walk)

Directions:

Exit Cannon Street Station and walk west along Cannon Street.
Turn right onto Bread Street.
Walk straight until you reach Cheapside.
Turn left onto Cheapside and walk until you see Paternoster Square.
The London Stock Exchange is at 10 Paternoster Square.

4. From Liverpool Street Station (National Rail and Underground)

Distance: ~0.7 miles (15-minute walk)

Directions:

Exit Liverpool Street Station and head south along Bishopsgate.
Continue onto Threadneedle Street.
Keep going straight until you reach the Royal Exchange.
Follow Queen Victoria Street, then take Cheapside to reach Paternoster Square and the London Stock Exchange.

5. From Blackfriars Station (National Rail and Underground)

Distance: ~0.6 miles (12-15 minute walk)

Directions:

Exit Blackfriars Station and head north on New Bridge Street.
Continue onto Farringdon Street.
Turn right onto Fleet Street, and then left on Newgate Street.
Follow signs for St. Paul’s Cathedral and Paternoster Square.
The London Stock Exchange is located at 10 Paternoster Square.

Public Transportation Tips:

London Cycle Hire (Santander Cycles): There are docking stations close to St. Paul’s and Bank.
Taxi or Ride-Hailing: The area has many black cabs and is well-covered by ride-hailing services like Uber.

The London Stock Exchange is located in Paternoster Square, which is easily accessible from many central London stations

Is the event accessible for individuals with disabilities?

Yes.

Can I bring a guest?

Please contact marketing@aptitudesoftware.com to confirm availability and to confirm the details of your guest.

How can I contact the event organizers?

Please contact marketing@aptitudesoftware.com

09:00 – 09:30
Registration demo area open

09:30 – 09:45
Introduction to morning including intro to partnerships

09:45 – 10:15
The journey to AI-powered Autonomous Finance: Hear the results and key findings of our Global CFO Benchmark research, offering a unique snapshot of where organizations stand in their Autonomous Finance journey and their use of AI.

10:15 – 10:50
CFO Panel: From concept to implementation: Building the business case for AI-driven Autonomous Finance: Our panel of CFOs discuss how to create alignment, build a business case and develop an agile mindset that is focused on continual improvement and turns finance transformation on its head.

10:50 – 11:25
Expert Panel: Solution showcase: See Autonomous Finance in action: Experts from Microsoft, HSO and EY demonstrate the next-generation technologies that are pushing companies forward in their journey to Autonomous Finance.

11:30
Close – demo area open