Marcus Lemonis
TV Personality, Entrepreneur, Advocate & Philanthropist
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!
Find great solutions that solve the stickiest problems plaguing finance and accounting departments at the Pitch Stage! Gain insights from entrepreneurs and technologists developing new innovative solutions for challenges circulating 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 | Smarter Finance: From Automation to Autonomous Operations
Nathan Garrison
Enterprise Account Executive, Velosio Presented by:  | The Future of Finance is Leaner, Faster, and More Efficient
Zack Manning
SVP of Revenue, 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:  | Leading Change: The CFO Playbook for Seamless Tech Transformation
Tory Passons
SVP of Product and Partnerships, TravelBank and U.S. Bank 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
Shanyn doCarmo
Senior Solutions Engineer, Versapay 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:  | Automating Variance Analysis with GenAI: From Data to Ready Commentary
Kaushik Venkatraman
Co-Founder & Head of Products, Consark Presented by:  | |
| 12:15 pm | Lunch | ||||
| 1:00 pm | Uncovering the Hidden Drivers of Profitability—Customers, Costs and the Value Chain
Ian Robertson
Profitability Solutions Expert, 3C Software Presented by:  | ||||
| 1:40 pm | Smarter, Fast, 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:  | ||
| 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:  | |||
| 3:00 pm | Reimagine FP&A with Gen AI and Predictive Analytics
John Colthart
Chief Product Officer, Una Software Presented by:  | Accelerating Cash Flow—Navigating Payment Challenges During Economic Uncertainty
Nicolas Corcia
CFO, Quadient Presented by:  | |||
| 3:40 pm | Less Busywork, More Impact: Transforms Workflows With Intelligent Automation
Ville Somppi
Sr. Vice President, Industry Solutions, M-Files Presented by:  | Your Infrastructure is Showing: Tales from Behind the Finance App Curtain
Jake Reeves
Director of Sales, Summit Hosting Presented by:  | |||
| 4:20 pm | Smarter Month-End with AI: Automate, Accelerate, and Eliminate Errors
Luke Havens
Pre Sales Consultant, Trintech 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 | 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: Prevent Fraud, Improve KPIs and Root Out Inefficiency
Lee Jacobs
Head of Product Management, Squareworks Presented by:  | Leading Change: The CFO Playbook for Seamless Tech Transformation
Tory Passons
SVP of Product and Partnerships, TravelBank and U.S. Bank 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: | |
| 10:55 am | AI in Accounting and Finance: Risk, Reward & the Road Ahead
Kevin Beckberger
Vice President Product Marketing, Planful 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
Olivia Maciel
Senior Director, Corporate Engagement and Education, Nacha 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!
