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Agenda 2023

All times are in EST

  • 5:30 PM - 7:30 PM

    Early check-in at Omni Atlanta hotel

  • Caricature artist show

  • RadianceRita Margarita tasting

  • 8:00 AM - 9:00 AM

    Industry Networking Breakfast

  • 8:00 AM onwards

    Registrations Open

  • 9:00 AM - 9:15 AM

    Company Logo
    Nathan Rader |
    Global Vice President

    Radiance Orientation

  • 9:30 AM- 10:15 AM

    HighRadius
    HighRadius Product Roadmap Sessions

    Field

    09:30 AM- 09:50 AM Autonomous Receivables: HighRadius For Mid-market Businesses

    Delta Club

    09:30 AM- 09:50 AM Credit
    09:50 AM- 09:55 AM Walk - Session Transition
    09:55 AM- 10:15 AM Collections

    Mercedes-Benz Club

    09:30 AM- 09:50 AM Cash Application
    09:50 AM- 09:55 AM Walk - Session Transition
    09:55 AM- 10:15 AM Deductions

    Truist Club

    09:30 AM- 09:50 AM CFO Tech (Record to Report)
    09:50 AM- 09:55 AM Walk - Session Transition
    09:55 AM- 10:15 AM CFO Tech (Treasury)

    AMG Club

    09:30 AM- 09:50 AM EIPP
    09:50 AM- 09:55 AM Walk - Session Transition
    09:55 AM- 10:15 AM Payments
  • 10:15 AM- 10:40 AM

    Snacks Break

  • 10:30 AM - 11:15 AM

    Company Logo
    Dr. Chris Kuehl |
    Managing Director

    2023 Macroeconomic Trends and Forecast

      Chris will talk about the potential impact of supply chain disruption, rising inflation, and recession on Credit and A/R in 2023. Learn actionable steps your business could take to handle the emerging ambiguity in the global economy.

  • 10:40 AM - 11:10 AM

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    Kevin Permenter |
    Research Director

    Kill Ghost Time and Fight the Recession with Accounts Receivable

      Understand how the office of the CFO can strategically leverage accounts receivable operations to fight inflation, recession, and supply chain risks.

  • 10:40 AM - 11:10 AM

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    Aaron Thomas |
    Sr Director, Payment Optimization Revenue
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    Michael Lin |
    Account Executive
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    Adam Bieda |
    Manager, Strategic Partnerships

    Payment Trends in 2023 and Beyond

  • 10:40 AM - 11:10 AM

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    Dan Grenemyer |
    National Account Representative
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    Sari Stagg |
    Sr Manager, Invoice To Cash
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    Rich Shively |
    US Credit Supervisor
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    Garfield Minto |
    Sr. Manager, Credit & Collections
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    Amy Kohn |
    Credit Compliance Supervisor

    Leveraging Technology To Create Fumble-Proof Credit & Collections Policies

      Altus will host a panel of experts from Danone, ResMed, and Wolverine who will share their on-field experience of what has worked from their playbook for having and retaining the proper human assets, a proactive strategy to approach customers, and the appropriate use of technology to maximize productivity and efficiency.

  • 10:40 AM - 11:10 AM

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    Carl Williams |
    Director of Credit

    Leveraging Credit Automation to Safeguard Order-to-Cash Data

      Carl Williams dives into his legal and financial experience to explain how automation might be what Order to Cash leaders need to protect their critical credit information from a security divulge.

  • 10:40 AM - 11:10 AM

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    Akriti Oswal |
    Treasury & Cash Manager, Americas
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    Shawne Patterson |
    Finance Controller, Americas

    Honest Conversation: AI - Treasury

      Moving away from decade-old processes of compiling spreadsheets, with multiple ERP and banking systems data scattered across 11 entities in America, to a data-driven cash forecasting approach. Join this Treasury transformation business case of BSI that is people-driven and technology-supported.

  • 11:20 AM - 11:50 AM

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    Jenny Baca-Johns |
    VP, Invoice to Cash
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    John Schell |
    Senior Project Manager

    Overcoming I2C Challenges to Implement Change

      With issues across Cash Application, Credit, Collections and EIPP, Dentsply had its share of challenges. But with the right partner, team, and solution, it was able to radically improve its performance. Join the session to find out how.

  • 11:20 AM - 11:50 AM

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    Michael Raymond |
    Director of Business Process, Business Process

    Leveraging Super-Users to Boost Internal Adoption in Collections Transformation

      See the winning strategy for implementing a multi-million dollar collection automation project and the real impact you can have by training a group of well-versed super-users focusing mainly on lowering resolution time and increasing digital adoption.

  • 11:20 AM - 11:50 AM

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    Brad DeMent |
    Partner
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    John Francis |
    Partner

    The Essentials for Designing, Building and Expanding Shared Service Operations

      Critical to the success of a new shared services operation is a clear strategy, an understanding of where activities should be placed in the model, a detailed business case, a phased approach, and a focus on change management. This workshop will dive into the must-haves for shared services success and explore the most common implementation pitfalls to keep you ahead of the curve.

  • 11:20 AM - 11:50 AM

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    Erik Raudsepp |
    VP of Product Engagement

    How Walmart Automated Supplier Negotiations

      Erik Raudsepp, VP of Product Engagement at Pactum, will present how the largest company in the world by revenue autonomously closed deals with 68% of the suppliers approached and generating massive savings.

  • 11:20 AM - 11:50 AM

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    Jamie Garbis |
    VP of Treasury, Treasury

    Build A/R Team Capacity to Manage 2x AR Growth

      Jamie explains how Addison Group’s CFO’s office could handle over 100% growth in the last three years by utilizing autonomous finance solutions for their order-to-cash cycle, giving their processes the edge to be future-proof and scalable.

  • 11:20 AM - 11:50 AM

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    John Head |
    VP of Sales

    How to Leverage the Record-to-Report Function to Drive Revenue and Profit

      The pace of business gets faster all the time, and your company needs to adapt to keep up. But change is difficult, and when you decide to implement a new idea, it may be hard to know where to start. In this session, we'll discuss strategies to transform your Record-to-Report function into a more proactive and strategic partner to the business

  • 11:20 AM - 11:50 AM

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    George Uko |
    Manager of Credit & Collections, Credit & Collections

    Improved customer experience for 20% faster collections

      Master key data-driven strategies that enable faster collections, improve customer experience, boost customer adoption of the new EIPP system, and learn strategic levers to help firms dodge the curveball of uncertain 2023, reduce DSO, & boost payment experiences.

  • 11:20 AM - 12:05 PM

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    Paul Hill |
    President
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    David Schmidt |
    O2C & SME Risk Expert

    Predicting A/R Performance with Dynamic Credit Modeling

      Dave and Paul will discuss new, in-depth, and predictive risk models and portfolio management techniques to help you generate a 360-degree overview of your customer’s risk and A/R performance.

  • 12:35 PM - 1:35 PM

    Industry Networking Lunch

  • 1:00 PM - 1:20 PM

    dotONE Customer Awards

  • 2:15 PM - 2:45 PM

    Company Logo
    Andy Walter |
    CEO
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    John Barraclough |
    Sr. Dir Shared Services IT
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    Rajeev Kapur |
    VP Digital Transformation and Business Intelligence

    Uh Oh - IT has the Microphone!

      John Barraclough, Sr. Director of IT at P&G, and several other IT directors will discuss their lessons learned and advise on how to partner with finance in strenuous software transformations. Andy Walter, former SVP of IT at P&G will be moderating.

  • 2:15 PM - 2:45 PM

    Company Logo
    Timothy Murray |
    Global Director AR Risk Management

    Driving A/R Transformation Across 30 Business Units

      To standardize and optimize the AR processes, WESCO chose automation as one of the levers to foster the transformation. In this session, the Timothy will discuss why Cash Application is a foundational building block for A/R automation, and anecdotes from their transformation journey to apply in preparation for your transformation project

  • 2:15 PM - 2:45 PM

    Company Logo
    Nat McCall |
    Director, Contract to Cash

    How Automation Can Improve Customer Service and Boost Sales

      Does automation undermine customer service? Learn how automation helps Collections teams operate as one across different business units to deliver a quality customer experience and boost sales by providing the right insights, such as accounts’ historical performance and risk previews.

  • 2:15 PM - 2:45 PM

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    Mark Everix |
    Director, Cloud Sales
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    Nathan Rader |
    Global Vice President

    Accelerating Finance Transformation with Google Cloud

      Google Director Mark Everix and HighRadius VP Nathan Rader(a Google Cloud alumnus) have spent decades helping companies scale their cloud software investments. Together, they can answer your most-pressing questions on - cloud purchasing trends, benefits of buying HighRadius through the Google Cloud, how can you make sure you're fully leveraging your IT department’s software budget.

  • 2:15 PM - 2:45 PM

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    Jeff Anop |
    SVP & GM

    Navigating the Storm: How A/R Business Information Reduces Risk in an Uncertain Global Economy

      Fears of a global recession, supply chain disruptions and a war that’s spiking gas prices can cause a perfect storm of economic uncertainty. But with the right data and insights, you can plan a path through the chaos that allows your business to thrive. Join the risk-mitigation experts at Coface for a highly interactive session that will show you how successful businesses use data and information to protect themselves against today’s biggest market challenges.

  • 2:15 PM - 2:45 PM

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    Tina Saini |
    Accounting Manager
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    Ron Baden |
    VP, CFOtech

    Modernizing Month-End Close

      Is your close process and bank reconciliation processes manual and tedious? It doesn’t have to be. Irongate is reducing its monthly close process from 15 days to five days. When complete, the team will receive a huge number of working hours back, enabling it to focus on more value-added tasks. Join this session to learn how you can too.

  • 2:15 PM - 2:45 PM

    Company Logo
    Craig Jeffery |
    Managing Partner

    Comprehensive Collaboration: R2R and Treasury

      In this session, Craig Jeffery will discuss how optimizing your Treasury and R2R processes go hand in hand to build a profitable business. See how an autonomous finance solution helps in reducing the credit-to-cash cycle and enables strategic business forecasting and planning

  • 2:15 PM - 2:45 PM

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    Don Giallanza |
    Commercial Credit Manager
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    Antonio Cardenas |
    Commercial Credit Manager

    Getting to Zero Bad Debt with Credit Automation

      Discover the steps towards automated credit risk management to seamlessly assign million-dollar credit limits to your customers, achieve zero bad debt and positively impact your working capital.

  • 2:15 PM - 3:00 PM

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    Michael Cunningham |
    VP & CISO

    Cybersecurity for Credit and A/R Teams

      Cyber threat amidst economic ambiguity, and it’s potential impact on the A/R department is a top concern for CFOs. Learn how you could better prepare your department to become cyber-resilient, and set up goals and strategies to protect against cyber attacks.

  • 2:55 PM - 3:25 PM

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    Joe Craughan |
    Digital Head Global Functions

    Novartis: Enabling In-House Innovation with Disruptive Tech for 60X ROI

      In this session, Joe Craughan, Novartis ‘X Disruptor’ and Digital Head of Global Functions, will share the proven business service strategies that helped them to deliver massive business results within 18 months of implementation.

  • 2:55 PM - 3:25 PM

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    Carolyn Etress |
    Director of Accounts Receivable, Accounts Receivable
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    Anita Paulk |
    Group Manager of Cash Ops, Cash Ops

    Women in A/R: Do They 'Have it All'?

      Despite recent progress achieved by women in leadership positions across a range of industries, a lot has to be done to guarantee that women have an equal opportunity and representation in these positions. Carolyn shares her personal experiences during this discussion that will explore the stories and perspectives of women leaders in account receivables, highlighting the challenges they have faced and the strategies they have used to overcome them.

  • 2:55 PM - 3:25 PM

    Digital Transformation: Getting the full value of your technology department

      How can you leverage Digital Transformation to move from being seen as a cost center – to being a revenue generating part of the customer to cash cycle? Learn the keys to a properly executed digital strategy that takes your organization beyond cost takeout to be the engine for generating more sales, reducing deductions & revenue leakage and improving customer relationships.

  • 2:55 PM - 3:25 PM

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    Lisa Tanner |
    Director of Global Credit & Collections, Global Credit & Collections

    Accelerate Automation in Uncertain Times - How to Get Necessary C-Suite Support

      Find out how to convince your leadership to prioritize and invest in A/R automation, especially in a Shared Services setup, the right words to use, departments to expect maximum pushback from, and successful frameworks you can use.

  • 2:55 PM - 3:25 PM

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    Tim Frielingsdorf |
    Global Director, Finance

    Ascend’s Evolution to Modern-Day Global Treasury Solutions

      After significant international growth of the company Ascend’s treasury team had to make a decision: Increase headcount or Innovate. The increased complexity and global footprint left the team struggling to provide accurate cash forecasts, manage the cash balance and optimize the debt structure. Learn how the team decided to innovate with technology, leading to the implementation journey of AI-based Cash Forecasting system.

  • 3:10 PM - 3:55 PM

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    Len Brown |
    Director, Commercial Credit
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    Vernon Gerety |
    Founder & MD
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    Brigitte Muehlmann |
    Professor, Accounting & Law
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    Paul Hill |
    President

    Educational Training Challenges and Opportunities in Credit & Collections

      Join this panel discussion and get a macroeconomic perspective on finance education, and understand how to develop a roadmap to hire and train for a top-performing credit and A/R team.

  • 3:25 PM - 4:00 PM

    Visit Lounge & Partner Stations

  • 3:45 PM - 4:30 PM

    Company Logo
    Bruce Lynn |
    Managing Partner
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    Craig Jeffery |
    Managing Partner

    Managing Liquidity and Risk Amidst Economic Uncertainty

      Treasury experts, Bruce and Craig will explain how you could develop modern treasury policies and procedures to safeguard your organization’s cash flow. Learn how to minimize market risk caused by supply chain uncertainties, a volatile currency, and interest rates.

  • 4:00 PM - 4:30 PM

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    Sourav Jena |
    Strategic Account Manager
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    Trang Cockrill |
    Director, Global Partners & Alliances

    Why A Majority of HighRadius’ Customers Rely on AWS

      In the coming months, HighRadius will join AWS’ marketplace – taking the partnership from good to great. If you’re already using Amazon Web Services – or not sure which marketplace to use – here’s what you need to know: The combined AWS/HIghRadius partnership will have a powerful ecosystem, expansive reach and broad network. Can you afford not to know how this will benefit your organization?

  • 4:00 PM - 4:30 PM

    Company Logo
    Paul DeCrane |
    Americas Practice Leader
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    Wendy Haab |
    VP and Controller
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    Glisson Inguito |
    Director, Corporate Treasury

    Past, Present & Future: The Journey of Finance Automation and the Impact on Talent

      Understand real-life scenarios of how technology will transform finance & treasury departments by enabling them to focus on higher-level responsibilities such as risk management, forecasting, and strategic decision-making to move ahead in this volatile economy.

  • 4:00 PM - 4:30 PM

    Company Logo
    Roy Hykal |
    FP&A Senior Director
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    Adrianne Swerdlow |
    AVP Central Operations, Supply Chain
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    Siddharth Vishnoi |
    Global Finance Transformation Project Leader O2C
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    Aaron Weaver |
    Financial Controller

    Preparing for Automation Implementation

  • 4:30 PM - 5:30 PM

    Demo Booth Break and Booze + dotONE Awards Party

  • 4:30 PM - 5:30 PM

    Hotel Break

  • 6:30 PM - 7:45 PM

    [Mardi Gras Themed] Bar Crawl Happy Hour at the Stadium

  • 7:45 PM - 10:00 PM

    [Mardi Gras Themed] Dueling Pianos Reception at the Stadium

  • 10:00 PM Onwards

    After Party at a Local Atlanta Speakeasy

  • 8:30 AM - 9:30 AM

    Industry Networking Breakfast

  • 9:30 AM- 11:50 AM

    HighRadius
    HighRadius Product Roadmap Sessions

    AMG Club

    9:30 AM - 9:50 AM Cash Application
    9:50 AM - 10:10 AM Collections

    Falcons Family Room

    9:30 AM - 9:50 AM EIPP
  • 9:30 AM - 10:00 AM

    Company Logo
    Bryan DeGraw |
    Associate Principal, Finance Advisory
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    Michel Janssen |
    Chief Market Intelligence Officer

    Thriving in Adversity – 2023 Customer-to-Cash Operating Model Considerations

      Modern platforms are dramatically improving both the employee and customer experience while simultaneously delivering an average 43% improvement in key Hackett C2C metrics around process improvement and cash flow. Learn the latest market trends from The Hackett Group’s O2C experts: Bryan DeGraw and Michel Janssen.

  • 9:30 AM - 10:00 AM

    Company Logo
    Joe Hogan |
    Digital Transformation Lead
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    Ojas Patel |
    Assistant Treasurer

    Reimagining Insurance: Challenges & Solutions

  • 9:30 AM - 10:00 AM

    Company Logo
    Nicolas Garcia |
    Director, Treasury Solutions

    Connected Treasury: Bank and Business Integration for Maximum Control

      To support the growth and profitability of organizations, Treasury needs real-time cross-functional visibility into their cash and liquidity, and efficient multi-bank management. Join this crash course on leveraging and integrating technology to maximize bank connectivity, optimize liquidity management and manage financial risk.

  • 10:10 AM - 10:40 AM

    Company Logo
    Scott Phillips |
    Head of GBS, Global Shared Services

    Defining Your Team's KPIs After Digital Transformation

      Identify cash application and collection KPIs that Finance leaders should focus on after digital transformation and understand their impact on the bottom line to ensure your organization’s long-term growth.

  • 10:10 AM - 10:40 AM

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    Anita Paulk |
    Group Manager of Cash Ops, Cash Ops

    Moving AR from Back-Office to Front-Office with Supply Chain Integration

      A/R is often dismissed as a business's back-office function and cost center. But what if A/R was part of the business? Discover how hosting A/R within Supply Chain provides more visibility into upstream processes and is a proactive approach to improving customer experience.

  • 10:10 AM - 10:40 AM

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    Shehryar Khawaja |
    Director, B2B Product, Partnership & Client Management
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    Chris Gelsomini |
    Sr. Manager, AR Automation Sales
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    Bill Weiss |
    VP Business Development Advisory

    Get Paid Faster And In Full: A Guide for B2B Suppliers

      With the great shift spurring across the office of the CFO, experts from American Express will walk us through why automation is the way to go when it comes to invoice payments and building customer relationships.

  • 10:00 AM - 10:45 AM

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    Bill Norton III |
    Member/ Attorney
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    Wanda Borges |
    Member

    Legal Playbook to Mitigate A/R Risks in a Wave of Small Business Bankruptcies

      With the increased dollar threshold for sub-chapter V bankruptcy, 2023 is expected to see a rising wave of small business chapter 11s. Learn how to protect your company from customer business failure and what to do once a bankruptcy is filed.

  • 10:10 AM - 10:40 AM

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    Mike Thelen |
    Director of Enterprise Customer Financial Services, Customer Financial Services

    How Land O'Lakes Recovers Two-Thirds Of Invalid Deductions Through Automation

      Learn how automation in deduction management can generate efficiency gains and enhance business value through backup document aggregation, trade promotion matching, research, and collection of invalids.

  • 10:50 AM - 11:20 AM

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    Colleen Zdrojewski |
    VP of Financial Services, Financial Services

    Hiring Order to Cash Talent in Our New Reality

      Colleen reveals in this session how she makes hiring decisions for leadership and operations roles in her accounts receivable department and how that has enabled her to claim best-in-class metrics in the Beverage industry proudly.

  • 10:50 AM - 11:20 AM

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    Brian DeBragga |
    Sr. Director of Digital Transformation, Digital Transformation
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    Bryan Hamlin |
    Director of Finance

    Unbottling Maximum ROI from Transformation with Finance-IT Collaboration

      Learn about the best approaches for Finance and IT leaders to work together and derive ROI from digital transformation initiatives, the value of getting stakeholder buy-in from the get-go, and ensuring timely course correction for maximum long-term profitability.

  • 10:50 AM - 11:20 AM

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    Andy Davidson |
    Director of Credit & A/R, Credit & A/R

    Employee Attrition vs. Retaining Organization Knowledge: How Automation Can Help?

      With the ongoing talent war, GBS has not been a preferred choice for the young talent pool.The loss of talent also translates to the loss of organizational knowledge which can be detrimental to business sustenance and growth. Discover how Andy Davidson and his team at Masonite-GBS are leveraging automation (HighRadius solutions) to power knowledge retention.

  • 10:50 AM - 11:20 AM

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    Kristi Chickering |
    CEO

    Transforming Finance to Accelerate Cash Flow!

      Explore innovative frameworks for leveraging technology to accelerate cash flow for business resilience. Learn from real-world success stories and leave with actionable strategies and insights to drive digital transformation in your business.

  • 10:50 AM - 11:20 AM

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    John Szajna |
    Treasury & Finance Consultant
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    Sandra Quiroga |
    Treasury Manager

    1 Day to 30 Minutes: Accelerating Cash Forecasting at Instant Brands

      Join this conversation between a treasury practitioner and an external finance consultant about successful cash forecasting automation implementation at Instant Brands, which helped them move from monthly to daily cash forecasting, saving almost 20 days of 1 FTE per month.

  • 11:30 AM - 12:00 PM

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    Richard Dobbs |
    VP of GBS, GBS

    Data & GBS: Moving from Cost-Optimizer to Value-Creator

      Discover the intelligent use of GBS data at Kimberly-Clark and how it adds over $60-$70 million to the company's top line and bottom line.

  • 11:30 AM - 12:00 PM

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    Wanda Borges |
    Member

    Data Privacy Compliance - A Landmine or Goldmine?

      As regulators across the globe tighten their grip on data privacy compliance, finance leaders are uniquely positioned to help their organizations navigate the compliance minefield and turn it into a business opportunity.

  • 11:30 AM - 12:00 PM

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    Kyle Prestidge |
    Director of Accounting

    Globalizing Change Management To Sustain Transformation Benefits

      Successfully automating your O2C processes doesn’t come from flipping a switch – it comes from painstakingly preparing your people and processes for what comes next. Kyle will speak to his team’s year-long planning crucial to the rollout of their A/R automation transformation.

  • 11:30 AM - 12:00 PM

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    Cleveland Seller-III |
    Head of North America Business Area
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    Ramakrishnan Suryanarayanan |
    VP, Finance & Accounting Practice
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    Amiya Chand |
    VP, Finance & Accounting Practice & Chief Sales & Growth Officer
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    Jared Lane |
    VP, Digital Transformation

    The Frictionless Enterprise - Unlock Value withAutonomous Finance for an Insight-driven Organization

      Business as usual is not an option and disruption can lead to opportunities. Enterprises are facing rapid change and disruption that threatens their future viability. To stay competitive, businesses must transform by leveraging data and technology to unlock value. CFOs cannot afford to spend valuable time focusing on operations, processing and reporting. Finance is in a unique position to provide the insights needed for a data-driven enterprise that can operate on autonomous and AI enabled finance. They are also perfectly placed to see how transformation can bring innovation at scale and speed.

  • 11:30 AM - 12:00 PM

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    Dan Fletcher |
    CFO

    Save the Corporate CPA

      The accounting profession is approaching crisis as fewer students than ever seek accounting degrees, candidates sitting for the CPA have plummeted and accountants see other backgrounds as a clearer path to career goals like the CFO seat. Dan Fletcher, CFO at Planful will discuss the path to CFO in today's dynamic business environment

  • 11:30 AM - 12:00 PM

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    Ojas Patel |
    Assistant Treasurer
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    Eric Stokes |
    Sr. Director of Finance, Finance
    Company Logo
    Paul DeCrane |
    Americas Practice Leader
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    Craig Jeffery |
    Managing Partner

    Impacts of Rising Interest Rates and Inflation on Treasury

      Rising interest rates and inflation have significant impacts on treasury management. From the effects on debt management and cash flow to the need for strategic adjustments, our expert panel will provide insights and practical advice for navigating these challenges.

  • 12:45 PM - 1:45 PM

    Networking Lunch

  • 1:45 PM - 2:15 PM

    Company Logo
    Skip Sherman |
    VP, OTC Strategy
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    Bhavdeep Singh Sethi |
    VP, Intelligent Automation
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    Sumit Sharma |
    AVP Consulting

    Driving Cash Application Transformation Success

      This session would cover our journey from digitizing to revolutionizing organizations in Cash Applications that involves multiple players and channels.

  • 1:45 PM - 2:15 PM

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    Joseph Grass |
    Director of Credit & A/R, Credit & A/R
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    Kelly Gutierrez |
    Cash App Manager
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    Chason Dancer |
    Credit Manager

    Stop Focusing on DSO: 6 Other Ways You Should Measure the Impact of your O2C Transformation

      Learn how A/R automation can improve cash flow to sustain & scale business growth and how best-in-class order-to-cash KPIs build high-performance team culture while delivering real business results.

  • 1:45 PM - 2:15 PM

    Company Logo
    Eric Stokes |
    Sr. Director of Finance, Finance

    360 Strategic Visibility for Treasury to Drive Business Growth

      Treasury is in a critical position to guide their company with sound financial policy, manage financial risks, and ensure ample funding sources available to support growth strategy and M&A. This case study will look at how treasury can be a change agent and support business transformation with automation.

  • 1:45 PM - 2:30 PM

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    Bruce Lynn |
    Managing Partner
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    Eric Kider |
    Sr Vice President
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    Michael Edelschick |
    MD, Bankruptcy Litigation Practice

    Planning Strategic Direction of Accounting and Finance Organization in a Turbulent Economy

      Our expert panelists will share war stories on how to strategically understand the financial condition of a company and deal with distressed customers to ensure a steady cash flow.

  • 2:25 PM - 2:55 PM

    Company Logo
    Andy Davidson |
    Director of Credit & A/R, Credit & A/R

    Striking Down Unearned Discounts & Improving Customer Experience with A/R Automation

      Transforming A/R is not just about automating low-value, high-frequency tedious tasks, but also about improving the customer experience. Join this session and find out how faster cash posting has helped Masonite prevent unearned discount deductions. Also, learn how collections automation has helped them integrate data from multiple ERPs to deliver a unified customer experience.

  • 2:25 PM - 2:55 PM

    Company Logo
    George Uko |
    Manager of Credit & Collections, Credit & Collections

    How A/R data can help drive sales?

      Story of how Staples extracted measurable value from different data sources internally, converted them into KPIs, reduced Bad Debt and DSO, and improved the cash conversion cycle.

  • 2:30 PM - 3:00 PM

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    Eric Scannapieco |
    Partner

    The Role of Technology in Modern Accounting

      AI, blockchain, cloud technology, and big data are all buzzwords financial controllers keep hearing about, but the aforementioned are often misunderstood. So, how can financial controllers and their teams understand the true potential of these technologies to apply them within their own organization and prepare for the future?Join this insightful thought leadership which will discuss real-life scenarios of how technology can transform accounting departments into more proactive and strategic partners to the business.

  • 8:30 AM - 9:30 AM

    Industry Networking Breakfast

  • 9:30 AM- 11:50 AM

    HighRadius
    HighRadius Product Roadmap Sessions

    AMG Club

    9:30 AM - 9:50 AM Cash Application
    9:50 AM - 10:10 AM Collections

    Falcons Family Room

    9:30 AM - 9:50 AM EIPP
  • 9:30 AM - 10:00 AM

    Company Logo
    Bryan DeGraw |
    Associate Principal, Finance Advisory
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    Michel Janssen |
    Chief Market Intelligence Officer

    Thriving in Adversity – 2023 Customer-to-Cash Operating Model Considerations

      Modern platforms are dramatically improving both the employee and customer experience while simultaneously delivering an average 43% improvement in key Hackett C2C metrics around process improvement and cash flow. Learn the latest market trends from The Hackett Group’s O2C experts: Bryan DeGraw and Michel Janssen.

  • 9:30 AM - 10:00 AM

    Company Logo
    Joe Hogan |
    Digital Transformation Lead
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    Ojas Patel |
    Assistant Treasurer

    Reimagining Insurance: Challenges & Solutions

  • 9:30 AM - 10:00 AM

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    Nicolas Garcia |
    Director, Treasury Solutions

    Connected Treasury: Bank and Business Integration for Maximum Control

      To support the growth and profitability of organizations, Treasury needs real-time cross-functional visibility into their cash and liquidity, and efficient multi-bank management. Join this crash course on leveraging and integrating technology to maximize bank connectivity, optimize liquidity management and manage financial risk.

  • 10:10 AM - 10:40 AM

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    Scott Phillips |
    Head of GBS, Global Shared Services

    Defining Your Team's KPIs After Digital Transformation

      Identify cash application and collection KPIs that Finance leaders should focus on after digital transformation and understand their impact on the bottom line to ensure your organization’s long-term growth.

  • 10:10 AM - 10:40 AM

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    Anita Paulk |
    Group Manager of Cash Ops, Cash Ops

    Moving AR from Back-Office to Front-Office with Supply Chain Integration

      A/R is often dismissed as a business's back-office function and cost center. But what if A/R was part of the business? Discover how hosting A/R within Supply Chain provides more visibility into upstream processes and is a proactive approach to improving customer experience.

  • 10:10 AM - 10:40 AM

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    Shehryar Khawaja |
    Director, B2B Product, Partnership & Client Management
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    Chris Gelsomini |
    Sr. Manager, AR Automation Sales
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    Bill Weiss |
    VP Business Development Advisory

    Get Paid Faster And In Full: A Guide for B2B Suppliers

      With the great shift spurring across the office of the CFO, experts from American Express will walk us through why automation is the way to go when it comes to invoice payments and building customer relationships.

  • 10:00 AM - 10:45 AM

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    Bill Norton III |
    Member/ Attorney
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    Wanda Borges |
    Member

    Legal Playbook to Mitigate A/R Risks in a Wave of Small Business Bankruptcies

      With the increased dollar threshold for sub-chapter V bankruptcy, 2023 is expected to see a rising wave of small business chapter 11s. Learn how to protect your company from customer business failure and what to do once a bankruptcy is filed.

  • 10:10 AM - 10:40 AM

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    Mike Thelen |
    Director of Enterprise Customer Financial Services, Customer Financial Services

    How Land O'Lakes Recovers Two-Thirds Of Invalid Deductions Through Automation

      Learn how automation in deduction management can generate efficiency gains and enhance business value through backup document aggregation, trade promotion matching, research, and collection of invalids.

  • 10:50 AM - 11:20 AM

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    Colleen Zdrojewski |
    VP of Financial Services, Financial Services

    Hiring Order to Cash Talent in Our New Reality

      Colleen reveals in this session how she makes hiring decisions for leadership and operations roles in her accounts receivable department and how that has enabled her to claim best-in-class metrics in the Beverage industry proudly.

  • 10:50 AM - 11:20 AM

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    Brian DeBragga |
    Sr. Director of Digital Transformation, Digital Transformation
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    Bryan Hamlin |
    Director of Finance

    Unbottling Maximum ROI from Transformation with Finance-IT Collaboration

      Learn about the best approaches for Finance and IT leaders to work together and derive ROI from digital transformation initiatives, the value of getting stakeholder buy-in from the get-go, and ensuring timely course correction for maximum long-term profitability.

  • 10:50 AM - 11:20 AM

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    Andy Davidson |
    Director of Credit & A/R, Credit & A/R

    Employee Attrition vs. Retaining Organization Knowledge: How Automation Can Help?

      With the ongoing talent war, GBS has not been a preferred choice for the young talent pool.The loss of talent also translates to the loss of organizational knowledge which can be detrimental to business sustenance and growth. Discover how Andy Davidson and his team at Masonite-GBS are leveraging automation (HighRadius solutions) to power knowledge retention.

  • 10:50 AM - 11:20 AM

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    Kristi Chickering |
    CEO

    Transforming Finance to Accelerate Cash Flow!

      Explore innovative frameworks for leveraging technology to accelerate cash flow for business resilience. Learn from real-world success stories and leave with actionable strategies and insights to drive digital transformation in your business.

  • 10:50 AM - 11:20 AM

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    John Szajna |
    Treasury & Finance Consultant
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    Sandra Quiroga |
    Treasury Manager

    1 Day to 30 Minutes: Accelerating Cash Forecasting at Instant Brands

      Join this conversation between a treasury practitioner and an external finance consultant about successful cash forecasting automation implementation at Instant Brands, which helped them move from monthly to daily cash forecasting, saving almost 20 days of 1 FTE per month.

  • 11:30 AM - 12:00 PM

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    Richard Dobbs |
    VP of GBS, GBS

    Data & GBS: Moving from Cost-Optimizer to Value-Creator

      Discover the intelligent use of GBS data at Kimberly-Clark and how it adds over $60-$70 million to the company's top line and bottom line.

  • 11:30 AM - 12:00 PM

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    Wanda Borges |
    Member

    Data Privacy Compliance - A Landmine or Goldmine?

      As regulators across the globe tighten their grip on data privacy compliance, finance leaders are uniquely positioned to help their organizations navigate the compliance minefield and turn it into a business opportunity.

  • 11:30 AM - 12:00 PM

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    Kyle Prestidge |
    Director of Accounting

    Globalizing Change Management To Sustain Transformation Benefits

      Successfully automating your O2C processes doesn’t come from flipping a switch – it comes from painstakingly preparing your people and processes for what comes next. Kyle will speak to his team’s year-long planning crucial to the rollout of their A/R automation transformation.

  • 11:30 AM - 12:00 PM

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    Cleveland Seller-III |
    Head of North America Business Area
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    Ramakrishnan Suryanarayanan |
    VP, Finance & Accounting Practice
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    Amiya Chand |
    VP, Finance & Accounting Practice & Chief Sales & Growth Officer
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    Jared Lane |
    VP, Digital Transformation

    The Frictionless Enterprise - Unlock Value withAutonomous Finance for an Insight-driven Organization

      Business as usual is not an option and disruption can lead to opportunities. Enterprises are facing rapid change and disruption that threatens their future viability. To stay competitive, businesses must transform by leveraging data and technology to unlock value. CFOs cannot afford to spend valuable time focusing on operations, processing and reporting. Finance is in a unique position to provide the insights needed for a data-driven enterprise that can operate on autonomous and AI enabled finance. They are also perfectly placed to see how transformation can bring innovation at scale and speed.

  • 11:30 AM - 12:00 PM

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    Dan Fletcher |
    CFO

    Save the Corporate CPA

      The accounting profession is approaching crisis as fewer students than ever seek accounting degrees, candidates sitting for the CPA have plummeted and accountants see other backgrounds as a clearer path to career goals like the CFO seat. Dan Fletcher, CFO at Planful will discuss the path to CFO in today's dynamic business environment

  • 11:30 AM - 12:00 PM

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    Ojas Patel |
    Assistant Treasurer
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    Eric Stokes |
    Sr. Director of Finance, Finance
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    Paul DeCrane |
    Americas Practice Leader
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    Craig Jeffery |
    Managing Partner

    Impacts of Rising Interest Rates and Inflation on Treasury

      Rising interest rates and inflation have significant impacts on treasury management. From the effects on debt management and cash flow to the need for strategic adjustments, our expert panel will provide insights and practical advice for navigating these challenges.

  • 12:45 PM - 1:45 PM

    Networking Lunch

  • 1:45 PM - 2:15 PM

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    Skip Sherman |
    VP, OTC Strategy
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    Bhavdeep Singh Sethi |
    VP, Intelligent Automation
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    Sumit Sharma |
    AVP Consulting

    Driving Cash Application Transformation Success

      This session would cover our journey from digitizing to revolutionizing organizations in Cash Applications that involves multiple players and channels.

  • 1:45 PM - 2:15 PM

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    Joseph Grass |
    Director of Credit & A/R, Credit & A/R
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    Kelly Gutierrez |
    Cash App Manager
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    Chason Dancer |
    Credit Manager

    Stop Focusing on DSO: 6 Other Ways You Should Measure the Impact of your O2C Transformation

      Learn how A/R automation can improve cash flow to sustain & scale business growth and how best-in-class order-to-cash KPIs build high-performance team culture while delivering real business results.

  • 1:45 PM - 2:15 PM

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    Eric Stokes |
    Sr. Director of Finance, Finance

    360 Strategic Visibility for Treasury to Drive Business Growth

      Treasury is in a critical position to guide their company with sound financial policy, manage financial risks, and ensure ample funding sources available to support growth strategy and M&A. This case study will look at how treasury can be a change agent and support business transformation with automation.

  • 1:45 PM - 2:30 PM

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    Bruce Lynn |
    Managing Partner
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    Eric Kider |
    Sr Vice President
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    Michael Edelschick |
    MD, Bankruptcy Litigation Practice

    Planning Strategic Direction of Accounting and Finance Organization in a Turbulent Economy

      Our expert panelists will share war stories on how to strategically understand the financial condition of a company and deal with distressed customers to ensure a steady cash flow.

  • 2:25 PM - 2:55 PM

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    Andy Davidson |
    Director of Credit & A/R, Credit & A/R

    Striking Down Unearned Discounts & Improving Customer Experience with A/R Automation

      Transforming A/R is not just about automating low-value, high-frequency tedious tasks, but also about improving the customer experience. Join this session and find out how faster cash posting has helped Masonite prevent unearned discount deductions. Also, learn how collections automation has helped them integrate data from multiple ERPs to deliver a unified customer experience.

  • 2:25 PM - 2:55 PM

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    George Uko |
    Manager of Credit & Collections, Credit & Collections

    How A/R data can help drive sales?

      Story of how Staples extracted measurable value from different data sources internally, converted them into KPIs, reduced Bad Debt and DSO, and improved the cash conversion cycle.

  • 2:30 PM - 3:00 PM

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    Eric Scannapieco |
    Partner

    The Role of Technology in Modern Accounting

      AI, blockchain, cloud technology, and big data are all buzzwords financial controllers keep hearing about, but the aforementioned are often misunderstood. So, how can financial controllers and their teams understand the true potential of these technologies to apply them within their own organization and prepare for the future?Join this insightful thought leadership which will discuss real-life scenarios of how technology can transform accounting departments into more proactive and strategic partners to the business.