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Mixing the Perfect Blend: AI-Powered Autonomous Finance​, Toronto

Expert insights shaken, not stirred, for your finance future​
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November 06, 2024 4:30 PM - 7:00 PM
map marker La Plume, 453 Wellington St W, Toronto ON M5V 1E7​
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Overview
Expert speakers
FAQs

We’re turning research into action in a way that’s as smooth as a well-crafted cocktail! Earlier this year, we conducted the Global Autonomous Finance Benchmark, surveying almost 1,700 finance and IT pros to uncover where organizations stand on their AI and Autonomous Finance journey. Now, it’s time to take those insights off the shelf and stir them into actionable strategies that can guide CFOs toward Autonomous Finance success-and we promise, no ice required!

Join us for an evening where innovation meets sophistication, with insights mixed by the finest minds from Microsoft, HSO, and Aptitude Software. Sip on a cocktail while we explore how to shake up your finance strategies with AI-driven technology.​

What’s on the menu?​

  • The Journey to AI-Powered Autonomous Finance: Sip on fresh insights from our Global CFO Benchmark research. We’ll serve up a snapshot of where organizations stand today in their AI journey and what’s next on the horizon.​
  • From Concept to Implementation: Mixing up business cases isn’t easy, but our experts will show you how to create the perfect recipe for success. We’ll talk strategy, alignment, and building a mindset for continual improvement that transforms finance into a strategic powerhouse.​
  • Autonomous Finance in Action: It’s time for a taste test! Watch live as experts from Microsoft, HSO, and Aptitude Software demonstrate & speak to the next-gen tech that’s pushing companies toward autonomous finance. You’ll hear success stories from early adopters who are already reaping the benefits.​

Why Attend?​​
Don’t miss this unique opportunity to learn from the best and leave with the perfect blend of insights to transform your finance team into a strategic powerhouse. Whether you’re new to the world of AI-powered finance or looking for that final ingredient to perfect your roadmap, we’ve got the recipe for success-and the cocktails to match.​

Reserve your place

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La Plume, 453 Wellington St W, Toronto ON M5V 1E7​
Cathy Tracey
Microsoft Sales Director - Financial Services and Commercial Business Canada - CRM, ERP and Power Platform

Cathy Tracey | LinkedIn

With over 25 years of industry experience spanning financial services, manufacturing, and professional services, Cathy Tracey is a distinguished leader in her field. Her 18-year tenure at Microsoft includes the last 7 years as the head of Dynamics Business for Canada, specifically within Financial Services. Cathy’s dedication to innovation in finance transformation and AI adoption, coupled with her relentless focus on customer engagement and achieving business outcomes, has solidified her reputation as a visionary. Join us in welcoming Cathy, as she brings her wealth of knowledge and expertise to our event.


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Jeffrey Hunt
VP, ERP Solutions

Jeffrey Hunt | LinkedIn

Jeffrey Hunt is the VP, ERP Solutions at HSO with over 35 years’ experience. Prior to joining the HSO family, Jeff founded SHEA Global, which was acquired by HSO in June 2022.  Jeff focuses on optimizing business processes to drive operational excellence in organizations. 

His work as international chair of the ISO Technical Committee 176 (owner of 23 management system standards, including the leading global standard ISO 9001 – Quality Management Standard, and ISO 9004 – Quality of an Organization: Guidance for achieving sustained success) informs his work at HSO and with customers.  Beyond this, Jeff advises customers how to efficiently manage information and improving forecasts, whether budgeting and financial planning, S&OP, demand planning, supply chain, logistics or production planning.


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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.


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Carl Gern
Partnerships Director, Aptitude Software

Carl Gern | LinkedIn

Carl Gern, Director of Strategic Partnerships at Aptitude Software, brings 15 years of sales leadership expertise in enterprise software, outsourcing, and consulting. At Aptitude, he drives the partnership strategy, leveraging his skills in sales, channel development, relationship management, and business development. Carl’s strategic insight and proficiency in process consulting, contract negotiations, and marketing communications are key to expanding strategic alliances and aligning Aptitude’s offerings with market needs, fuelling the company’s growth and innovation.


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Parking and Location

The venue is located in The Well at 453 Wellington Street West, Toronto, and is accessible via the King and Spadina streetcar routes.

The nearest subway stations are St. Andrew and Union. Paid underground parking is available at 421 Wellington St West on P3 and P5, on the west end of the parking garage. Sections C and B are closest to La Plume. Follow the purple signs that read “West Av. Elevators | 455 Wellington | Eat. Shop.”, and use the public elevators to access the upper ground floor.