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Revolutionizing finance

Global CFO benchmark results and the AI and autonomous evolution | London
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March 19, 2024 09:00 - 13:30
map marker Microsoft London | 2 Kingdom Street​ Paddington​ W2 6BD ​| Room: Kew​
Overview
Expert speakers
Agenda
FAQs

Don’t miss this exclusive event with Microsoft, HSO and KPMG, where you’ll gain a comprehensive understanding of the current CFO landscape. We’ll deep dive into Artificial Intelligence (AI) the future of finance based on our latest research which includes insights from over 1700 finance teams and CFOs representing mid-sized to enterprise businesses.


 Be one of the first
to hear the results of our new ‘Autonomous finance global CFO benchmark 2024’ research, offering a unique
snapshot of where organizations stand in their autonomous finance journey and their use of AI.​

 Embark on your AI and autonomous journey with our exploration of the ‘autonomous system architecture,’ unraveling the existing gaps, and exploring the innovations on the horizon. We’ll be delving into the critical question of where to skill up for the impending changes to the financial landscape.​


 Leave with a roadmap
that includes key measures, benchmarks and checkpoints essential for organizations seeking to navigate the transition towards autonomous finance and effective use of AI tools. ​


This event will leave you fully equipped with the knowledge and strategies needed to embark on your transformative journey. Sign up* today for the opportunity to gain unparalleled insights, engage with industry leaders, and be at the forefront of revolutionizing the future of finance.

Join us in shaping the narrative of autonomous finance and AI-driven finance while positioning your organization for success in the evolving financial landscape.

 

* Spaces are limited and subject to availability. In the event of full capacity, we’ll promptly contact you to discuss alternative options. Reserve your spot now to ensure your participation in this exciting event!

Reserve your place

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event map screenshot
Microsoft London | 2 Kingdom Street​ Paddington​ W2 6BD ​| Room: Kew​
Anat Katz-Arotchas
ERP Strategy Lead, Microsoft

Anat Katz-Arotchas | LinkedIn 

Anat Katz-Arotchas is the Product Strategy Lead for Microsoft Dynamics 365 Enterprise Resource Planning (ERP) Applications, focusing on AI-led strategy and shaping the future of ERP systems and the vision of autonomous ERP.  Anat has over 15 years of experience in ERP, working at Microsoft, SAP and other companies, and her role spans across different ERP domains, including Finance, Supply Chain, Commerce, Project Operations, and Human Resources. 


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Brenden Tsang
Partner & Head of Financial Services, Finance Transformation Consulting, KPMG

Brenden Tsang | LinkedIn

Brenden is an equity partner at KPMG UK with over 19 years’ experience in leading and delivering technology enabled transformations across Finance, Operations, and IT functions within the Financial Services Sectors. He currently leads KPMG UK’s FS Finance Transformation Capability and their Insurance Corporate Services Transformation Business Unit.

In his career to date, Brenden has extensive experience working with Insurance, Banking and Wealth & Asset Management organisations globally. He has formed trusted C-suites level relationships across several blue-chip Financial Services organisations over his career.

Brenden has a multi-disciplinary background in Insurance Finance, Actuarial, IT and Data. He specialises in designing Finance and enterprise-wide technology & data architectures. He has accumulated vast practical delivery experience over his career in a wide range of technology platforms including Oracle, SAP, Microsoft, Workday, Google, AWS. He is well regarded in the market for his collaborative style in bringing together both business and technology stakeholders to achieve strategic business outcomes for his clients.

 


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Ian Carey
Head of Finance Operational Excellence, Convex Insurance

Ian Carey | Linkedin

Ian is a seasoned insurance executive and qualified actuary. His experience spans 30+ years, covering leadership roles in insurance, investment banking and consultancies including KPMG.

Ian is Head of Finance Operational Excellence at Convex, leading on a range of transformation projects in the finance and broader automation space.

Convex was started in 2019, writing international specialty and insurance business, and wrote c. $4bn of premium in 2023.

Prior to Convex, Ian spent 3 years at KPMG where he led on buy and sell-side due diligence on several UK and European M&As as well as leading an initiative to upskill the actuarial team on data science tools and techniques. Prior to KPMG, Ian was Head of Group Capital Management at Prudential plc for 6 years and was responsible for capital reporting, capital optimisation, stress and scenario testing, ERM (including ORSA and rating agency models) and preparing the Group’s Recovery and Resolution plan, systemic risk management plan and liquidity risk management plan.


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Jon Furber
CFO, Horsefly Analytics

Jon Furber | LinkedIn 

Jon is a seasoned CFO with a wealth of experience in steering entrepreneurial, high-growth companies within the technology sector. With a track record in mergers and acquisitions, he has successfully led multinational software business AppSense through a trade sale, showcasing his strategic skills in navigating complex transactions.  

Jon excels in guiding companies through periods of growth and international expansion, demonstrating a keen understanding of the challenges and opportunities that arise in dynamic business environments. His leadership extends to managing integrations, re-organizations, and rationalizations, emphasizing his capability to navigate organizational changes effectively. 


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Liron Rozen
Financial Controller, Microsoft

Liron Rozen | LinkedIn 

Liron is an accomplished finance leader with over 15 years of experience in partnering with large local and regional organizations. Demonstrated success in driving businesses to achieve/exceed sales, profit and cash flow goals. His broad business acumen enables transformational business outcomes. He is currently the finance lead (Microsoft UK partner organization, Microsoft UK Small & Medium corporate organization), regional FP&A with P&L responsibility for regional business unit. 


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Tobias Menzel
Director Financial Services Industry, HSO

Tobias Menzel | LinkedIn

Toby has been working in the consulting industry for 30+ years focusing on challenging Finance Transformation journeys in the banking and insurance industry. Before joining HSO he led the global FSI Finance Transformation practice at Deloitte – and was in similar positions at PwC and KPMG.

The main focus areas of his client engagements were the optimization of underlying Finance Operating Models, standardizing and optimizing Finance processes, set-up of Finance Shared Service Centers (off-/near-shore), the integration of Finance towards the Risk function as well as designing and implementing new Finance architectures.

Nowadays, Toby is leading the Financial Service practice at HSO DACH region leveraging the given Microsoft technology – optimizing the Finance function with Microsoft – among others.


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Jeremy Brown
Global Channels & Alliances, Aptitude Software (Moderator)

Jeremy Brown | LinkedIn

Jeremy Brown currently serves as SVP, Global Channel & Alliances where he works to develop new and existing relationships with Aptitude’s technology, advisory and delivery partners. He is also a member of the North America Leadership Team (NALT).

Jeremy has worked at Aptitude Software since 2014, leading the Solutions Consulting Team and the Professional Services organization before focusing on Alliances. He brings over 20 years of expertise in process automation, technology and partnerships and has built a strong, global partner network at Aptitude. Prior to Aptitude, Jeremy held roles at Kofax and IBM.


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Mark Aubin
SVP of Product and Market Engagement, Aptitude Software

Mark Aubin | LinkedIn

Mark Aubin currently serves as SVP of Product and Market Engagement at Aptitude Software, where he is a member of the Product Leadership Team.  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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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. We encourage attendees to dress professionally as they will be interacting with C-level executives and fellow professionals.

Will food and beverages be provided?

Yes, breakfast, teas and coffees will be provided for all attendees.

How can I get to the venue?

By car

There is very limited parking available at Microsoft. Parking at Kingdom Street will be provided on a first come first served basis, bookable through facilities. Please contact reception. The closest NCP car park is in London Street which is off Praed Street.

 

By tube

Paddington is served by the Circle, District, Bakerloo, and Hammersmith & City Underground lines.

 

By bus

Local bus route numbers 7, 15, 23, 36 and 436 all go to Paddington Station.

 

By train

Paddington Station is a major international transport hub with Heathrow Airport just 15 minutes away on the Heathrow Express.

 

By foot

From Paddington Station: Walk along Platform 8 about 100 metres and up the right-hand set of steps. Turn right along the walkway following the Paddington Central signs that leads you alongside a towpath with the canal on your right. Before you reach the footbridge over the towpath, turn left between two large buildings.

 

From Bishops Bridge: Sheldon Square can be accessed directly from Bishops Bridge.

 

From Little Venice: Walk towards Paddington Station along the towpath following the Paddington Central signs.

 

From Harrow Road: Walk across the new pedestrian bridge alongside the Porteus Road subway and the Travis Perkins Yard into the development.

Is the event accessible for individuals with disabilities?

Yes

Is there a hotel near the venue?

Yes, Novotel London Paddington – 3 Kingdom Street, Sheldon Square, Paddington, W2 6BD

Do you have any special rate with the hotel?

TBC

Can I bring a guest?

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

Will there be networking opportunities?

There will be multiple networking breaks inbetween keynote speaker sessions where you’ll have the opportunity to connect with peers, gain valuable insights, and expand your professional network.

How can I contact the event organizers?

09:00 – 09:30 Breakfast and networking

09:30 – 09:35
Introduction

09:35 – 10:15
The Autonomous Finance Benchmark results and what this means for CFOs

After surveying over 1700 finance office leaders globally across many industries we today present the results of The Autonomous Finance Benchmark. This defines a roadmap for finance teams for their journey to autonomous finance and benchmarks where teams are today across industries and countries.

Mark Aubin, Autonomous Finance Leader, Aptitude Software

10:15 – 11.00
The art of the possible for CFOs: Autonomous and AI powered finance

Experts from Aptitude Software, HSO, KPMG and Microsoft present a vision for the CFO office of the future powered by Autonomous Finance technologies and AI.

Anat Katz-Arotchas, ERP Strategy Lead, Microsoft
Mark Aubin, Autonomous Finance Leader, Aptitude Software
Tobias Menzel, Director Financial Services, HSO
Brenden Tsang, Partner & Head of Financial Services, Finance Transformation Consulting, KPMG

11:00 – 11:30
Break and demos

11:30 – 12:30
Journeys to Finance of the Future: Finance and Transformation Leaders Roundtable

Finance and Transformation Leaders share their organization’s plans to evaluate and harness the power of next generation technologies to modernize the CFO Office.

Jon Furber, CFO, Horsefly Analytics
Liron Rozen, Financial Controller, Microsoft
Ian Carey, Head of Digital Finance, Convex Insurance

12.30 – 13:30
Lunch