Marcus Lemonis
TV Personality, Entrepreneur, Advocate & Philanthropist
Solve the critical issues facing you as a technology buyer now! These theater sessions, ranging from practical case studies to insightful discussions, offer unparalleled insights and expertise to empower your journey towards success in the ever-evolving world of finance and technology.
Gain insights from entrepreneurs and technologists developing new innovative solutions for challenges in the finance and accounting world. View new products that will disrupt finance departments, increase productivity, and help your forward-looking organization gain an advantage over your competition!
Check back as we continue to fill out the schedule with sessions across our 5 theaters.
14 CPE credits will be available to earn for FATE attendees
| Time | Theater 1 | Theater 2 | Theater 3 | Theater 4 | Theater 5 |
|---|---|---|---|---|---|
| 8:00 am | Registration | ||||
| 8:30 am | Show Floor Open | ||||
| 9:00 am | KEYNOTE: Mastering the Three Ps: People. Process. Product.
Marcus Lemonis
TV Personality, Entrepreneur, Advocate & Philanthropist For Marcus Lemonis, success in business doesn’t come from luck—it comes from discipline, clarity, and an unrelenting focus on what he calls the “3 Ps”: People, Process, and Product. | ||||
| 10:15 am | Beyond the Bottlenecks: Building Smarter Finance Teams With AI-Powered Automation
JC Franzen
Director of Product, BILL Presented by:  | Finance at the Frontier: From Automation to Agentic ERP
Muhammad Aurangzeb, Sr.
Cloud Solution Architect, Microsoft Presented by:  | The Future of Finance is Leaner, Faster, and More Efficient
Antoine Dessart
Head of Revenue Operations, FISPAN Presented by:  | ||
| 10:55 am | Precision at Scale—Using AI to Optimize Outreach Timing, Frequency, and Segmentation in Accounts Receivable
Dave Ruda
Vice President of Product, Billtrust Presented by:  | T&E Policy Failures Are Costing You — Fix Them Fast
Brock Anderson
Product and Design Leader, TravelBank Presented by:  | Beyond Forecasting: Finance as a Driver of GTM Strategy
Arthur Akhtenberg
Head of Sales Finance, Brex Presented by:  | Optimizing Reporting, Analytics, and AI to Strengthen Financial Resilience
Tom Kelly
Director of Product Marketing/Management, Oracle NetSuite Presented by:  | Transforming Data into Strategic Value: Building a Scalable, Compliant, and Actionable Data Strategy with NetSuite
Chris Millet
Director | NetSuite Solutions, Client Engagement, & Managed Services, Baker Tilly Presented by:  |
| 11:35 am | Cash Flow Without Friction: Strategies for AR Optimization
Christy Johnson
Chief Product Officer, Versapay Presented by:  | Agentic AI in Finance and Accounting: ROI Perspectives
Rajeev Pathak
Co-Founder & CEO, Hyperbots Presented by:  | What AI Actually Means for Finance Teams
Puneet Lath
Director of Product & Engineering, Expensify Presented by:  | Top 5 Priorities for CFOs Driving Digital Change
Mike DeMaio
Senior Director Finance Solution Advisory, SAP Presented by:  | Stop Closing the Books. Start Opening Strategy.
Shubhendu Tripathi
Founding Partner, Qubittron Presented by:  |
| 12:15 pm | Lunch | ||||
| 1:00 pm | Reimagine FP&A with Gen AI and Predictive Analytics
John Colthart
Chief Product Officer, Una Software Presented by:  | Uncovering the Hidden Drivers of Profitability—Customers, Costs and the Value Chain
Matthew Smith
President & CEO, 3C Software Presented by:  | From Cost Center to Control Tower: Rethinking the Finance Function in the Age of Automation
Maggie Watson
Senior Director, Sales and Partnerships, PEX Presented by:  | 30 Days to AI Fluency: The CFO’s Blueprint for Finance Transformation
Alok Goel
CFO, Drivetrain Presented by:  | AI Can’t Replace YOU: Mastering the Balance Between People and Tech
Christina Ross
Founder and CEO, Cube Presented by:  |
| 1:40 pm | Smarter, Faster, Stronger: The AI-Driven ERP Evolution
Carmel Wynkoop
Partner, Technology – Business Analytics, Armanino Presented by:  | Scaling Smart: How Tech Companies Streamline Their Tech Stack
Reuben Cook
President, Squire Technology, LLC Presented by:  | From Manual to Momentum: Empowering Finance with O2C Automation and Strategic Insight
Em Daigle
Founder & Chief Automation Officer, OTTO-MATES Presented by:  | The 5% Club: How CFOs Unlock ROI with Domain-Specific AI
Emma Hart
Solutions Engineer, Vic.ai Presented by:  | The AI Advantage: Building a Smarter, Scalable Finance Tech Stack
John Pepelnak
Alliance Manager, Tipalti Presented by:  |
| 2:20 pm | Fighting Fraud in AP: Risks, Red Flags & Remedies
William Prevost
Account Executive, Yooz Presented by:  | AI Meets Tax & Regulatory Complexity: A New Competitive Edge
Albert Boulus
Lead Product Manager, Avalara Presented by:  | From Firefighting to Forecasting: Taking Control of SaaS Spend
Justin Etkin
Co-Founder & COO, Tropic Presented by:  | Why Aligning Finance and Accounting is Critical to Your Business’ Agility
James Glau
Senior Director, Finance Strategy and Transformation, Anaplan Presented by:  | |
| 3:00 pm | The AI Revolution for CFOs: Practical Applications and Future Opportunities
Fabian Ferrada
Senior Solutions Engineer, insightsoftware Presented by:  | Accelerating Cash Flow—Navigating Payment Challenges During Economic Uncertainty
Nicolas Corcia
CFO, Quadient Presented by:  | 30-Day Roadmap for Implementing AI to Supercharge in Finance
Sam Vaughn
Director of Sales, Rippling Spend Presented by:  | Ditch Your Copilots: Why Accounting AI Must Be Deterministic by Default
Anji Ismail
Co-Founder & CEO, Finnt Presented by:  | |
| 3:40 pm | Less Busywork, More Impact: Transform Workflows With Intelligent Automation
Yohan Lobo
Senior Industry Solutions Manager, Services, M-Files Presented by:  | Your Infrastructure is Showing: Tales from Behind the Finance App Curtain
Jake Reeves
Account Executive, Summit Presented by:  | Automating Variance Analysis with GenAI: From Data to Ready Commentary
Gowtham Bharadwaj
Vice President – Customer Success, Consark Presented by:  | Revealed: The Hidden Tax on Company Growth
Stuart Blake
VP of Revenue North America, TravelPerk Presented by:  | |
| 4:20 pm | Smarter Month-End with AI: Automate, Accelerate, and Eliminate Errors
Luke Havens
Solutions Consultant, Trintech Presented by:  | Beyond the Hype: How To Drive Real Value with AI
Mayur Sharma
Strategic Finance & GTM Leader, Head of Sales, Abacum Presented by:  | AI Agents for Finance & Accounting: Lessons from 3,000+ Finance Transformations
Tim Fogarty
AVP Digital Transformation, HighRadius Presented by:  | AI-powered CFO: Leveraging Technology for Operational Excellence and Strategic Growth
Ryan Steck
Partner, Ignite Spot Accounting Presented by:  | State of Spend: What Spending Trends Reveal About Our AI-Enabled Future
Jason Powell
Managing Director of Enterprise Transformation, Zip Presented by:  |
| 5:00 pm | KEYNOTE: Spreadsheets and Shenanigans
Your Average Finance Bro
Finance & Accounting Comedian; @youraveragefinancebro on Instagram Finance comedy is real — and so is the insight behind it. | ||||
| 5:30 pm | Super Hero Networking Reception | ||||
| Time | Theater 1 | Theater 2 | Theater 3 | Theater 4 | Theater 5 |
|---|---|---|---|---|---|
| 8:00 am | Registration | ||||
| 8:30 am | Show Floor Open | ||||
| 9:00 am | KEYNOTE: Driving a Championship Culture
Matt Doherty
Motivational Speaker, Former Head Coach at Notre Dame and North Carolina Matt Doherty is a nationally recognized motivational speaker, best-selling author, and media personality. He guides corporations, C-suite managers, sales executives, and business and sports coaches to develop their leadership skills and team dynamics. Since being part of the 1982 National Championship team with Michael Jordan at UNC, his journey has included Head Coach at Notre […] | ||||
| 10:15 am | Making the Business Case for AP Automation in NetSuite: Prevent Fraud, Improve KPIs and Get Ahead of the Game
Lee Jacobs
Head of Product Management, Squareworks Presented by:  | T&E Policy Failures Are Costing You — Fix Them Fast
Brock Anderson
Product and Design Leader, TravelBank Presented by: | Future Proofing your Enterprise through AI-powered Cloud ERP
David Kargman
VP, SAP Solution Advisory – Cloud ERP, Finance & Q2C Presented by: | Finance Leadership in the Age of AI
Kate Daniels
Head of Partnerships, Oracle NetSuite Presented by: | State of Spend: What Spending Trends Reveal About Our AI-Enabled Future
Jason Powell
Managing Director of Enterprise Transformation, Zip Presented by: |
| 10:55 am | Beyond the Bottlenecks: Building Smarter Finance Teams With AI-Powered Automation
JC Franzen
Director of Product, BILL Presented by: | How to Get the Most out of Your ERP With a Procurement Platform
Romain Libeau
Co-Founder & CEO, Pivot Presented by:  | Embedding Compliance into the Daily Finance Workflow: Real-Time Reporting Controls & Alerts
Edward Pratt
Co-Founder & COO, Zenwork Inc. Presented by:  | ||
| 11:35 am | LUNCH KEYNOTE: MBA for Lunch
Jack McCullough
President & Founder, CFO Leadership Council A conversation facilitated by Ranga Bodla about Jack McCullough's latest book MBA for Lunch. | ||||
| 12:15 pm | Identifying Cost Efficiency Through a Payments Strategy
Chuck Ellert
Associate Managing Director of ACH Network Development, Nacha
Leah Huey, AAP
Director of ACH Network Development, Nacha
Presented by:  | From Manual to Modern with a 5x Faster Close
Robert Whittley
Solution Consultant, Campfire Presented by:  | Streamlining Travel and Expense Management with AI
Moira Fennell
Strategic Finance Manager, Navan Presented by:  | 15 Data Points to Identify and Prevent Payment Fraud
Matthew Morookian
Director of Product Marketing, apexanalytix Presented by:  | |
| 12:55 pm | The CFO as AI Buyer: Building Smarter Systems, Not Hype Cycles
Sandeep Chopra
Co-Founder & CEO, Everest Systems Presented by:  | From Compliance to Growth Catalyst: How AI is Rewriting the Rules of Finance
Jagan Reddy
CEO & Founder, RightRev Presented by:  | How Resilient Finance Leaders Turn Tech + Talent into Impact
Manoj Yohannan
Global Head of Growth Strategy, eClerx Presented by:  | Closing the Gap: How AI Agents Streamline Billing, Collections, and Revenue Recognition
Scott Anderson
CRO, Tabs Presented by:  | |
| 1:35 pm | KEYNOTE: Words Are Your Most Powerful Weapon: Communication Strategies from Inside the Secret Service
Evy Poumpouras
Former Secret Service Special Agent and Interrogator Success in work and life comes down to one thing: mastering the art of communication and Evy Poumpouras will teach you how to do it like a pro. | ||||
Solve your critical issues now facing you as a technology buyer!
Learn from top finance executives who have dealt with scalability, integration, and cost challenges and still delivered positive ROI. Receive unbiased advice and transparent answers to your pressing questions regarding product selection, integration, and expert insight into your organization’s technology investment plans and spending levels!
Discover cutting-edge strategies for accelerating digital transformation, enhancing productivity through automation, and leveraging data analytics for finance departments in transition. Explore crucial topics like AI talent identification, securing financial data, and the evolving landscape of financial reporting. With sessions ranging from practical case studies to insightful discussions, our theater sessions offer unparalleled insights and expertise to empower your journey towards success in the ever-evolving world of finance and technology. Join us and take your knowledge to new heights!
* Please note that while we strive to achieve this exciting lineup, session topics and speakers are subject to change to ensure the most relevant and engaging content for our attendees.
NEW!
FATE has a new twist on the boring old product demo. Stack Hacks!
In these concise, 15-minute sessions, solutions providers walk attendees step by step through products and features that straighten out the knottiest finance & accounting automation challenges. Think about it:
Get an up-close look at techniques and tools that help tackle automation obstacles like these head-on. Eliminate nagging weaknesses in your tech stack that reduce operational efficiency and distract finance teams from value-creating work. Stack Hacks—the place to see groundbreaking finance and accounting technology at work!
