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The CFO of the Future: Impact of Artificial Intelligence and Machine Learning
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The CFO of the Future:  Impact of Artificial Intelligence and Machine Learning

The CFO of the Future: The Impact of Artificial Intelligence and Machine Learning on Financial Careers and Responsibilities by The Jacksonville CFO Leadership Council Tuesday, August 20, 2019 7:15 AM - 7:45 AM Coffee and Networking | 7:45 AM - 8:00 AM Breakfast Buffet | 8:00 AM - 9:15 AM Presentation

When: August 20, 2019
7:15 AM - 9:15 AM
Where: The River Club
1 Independent Dr # 3500,
Jacksonville, Florida  32202
United States
Contact: Jennifer Langley
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Program Description:

Artificial Intelligence (AI) and Machine Learning (ML) are emerging as meaningful forces for change in the activities and workflows of the Finance and Accounting functions. There is no question that future finance jobs will be different...but how? In this program, participants will learn about the current state of the art of AI and ML, including current and evolving applications to the Finance and Accounting functions, and how financial professionals can leverage these new capabilities and partner with the machines to survive ... and improve.

Learning Objectives:

Participants will leave with a sense of:

  • The difference between AI and ML
  • Current applications of AI and ML to consider in their businesses
  • Likely success cases for AI and ML over the next three to five years
  • Important skills to build to leverage these new technologies 


Speaker Bios:


Jon West, CISO, Kemper - Moderator


Kirstie Tiernan, Technology & Business Transformation - Analytics and Automation - Managing Director, BDO

Kirstie Tiernan is a managing director in BDO’s Chicago office with more than 15 years of experience providing data analysis, information technology (IT) advisory, digital forensics, and e-discovery services. A Certified Fraud Examiner and an Oracle Certified Associate, Kirstie regularly conducts fraud investigations and Foreign Corrupt Practices Act (FCPA) compliance reviews, in addition to providing fraud prevention services across various industries.

Kirstie is experienced in managing fraud detection and prevention analysis projects requiring the collection of entire general ledger systems data from multiple sources such as Peoplesoft, SAP and Oracle. She approaches projects with a focus on process efficiency, regularly implementing technological advancements within systems and databases in order to improve and accelerate time-consuming client processes. Kirstie also conducts anti-bribery compliance reviews, having managed engagements at several Fortune 500 companies, as well as an international review at a Fortune 10 client that resulted from allegations of FCPA violations.


Alex Yang, Global API Strategy and Enablement, Bank of America Merrill Lynch

Global Head of API Strategy and Enablement

Bank of America Merrill Lynch

March 2017 – Present 2 years 5 months

Greater Seattle Area

Deliver commercial banking data and services by providing industry leading APIs to customers and partners. Educate internal product partners and empower them to deliver API-enabled products and services to help keep us relevant in an evolving competitive landscape.


Head of Client Integration Solutions

 Bank of America Merrill Lynch

September 2015 – March 2017 1 year 7 months

Greater Seattle Area

Supported complex integration, payments, and reporting deals for all segments and markets. Created the GTS Mapping Center of Excellence to help transform data to meet client need. P&L responsibility for the CashPro Biller Gateways, a collection of white-labeled, vendor-supported, invoice presentment and payment solutions.


Senior eCommerce Product Manager

Bank of America Merrill Lynch

March 2009 – August 2015 6 years 6 months

Greater Atlanta Area

Helped modernize products in alignment with CashPro strategy. Replaced The Payment Network and Bulk FX products with new CashPro Connect Payments product with integrated cross-currency capabilities. Replaced Unattended File Delivery product with new CashPro Scheduler product with CashPro Online entitlements. Integrated Electronic File Delivery product into CashPro Online.


David Meatte, Director of Development/Software Architect, AutoQuotes


David finished undergraduate school in computer Science at Georgia Tech in 2002, just in time for the dot-com bust. Unlike today, where the demand for programmers is high, there was little opportunity out there. This led David to take a position at Miller Electric for a few years after college as ah assistant where he helped build Baptist Hospital in downtown Jacksonville. He looks back on the experience fondly. Although he enjoyed his work in construction, it wasn’t part of his long term plan and when he saw the job ad in the local paper for AutoQuotes, he jumped at the opportunity to put his programming skills to work. Eleven years later, David is a Senior Developer at AutoQuotes with his contributions leading to the success of many AutoQuotes features and applications. His most recent work includes the newest version of AQ, as well as the iPad, iPhone, and Android apps.

David is essential to the programming department and is known for tackling challenges that most programmers would shy away from, then coming up with a simple solution that works beautifully. This is how David went from being an entry-level programmer to the senior-level programmer he is today at AutoQuotes.


Matt Bersath, Co-Founder, Chief Data Scientist, CIO, NLP Logix LLC

Matt Berseth is a Co-Founder of NLP Logix LLC and serves as its Chief Data Scientist and CIO. Mr. Berseth is a Software Engineer with over 15 years of experience in the field and served in variety of positions including Developer, Development Manager, Architect, Quality Assurance Engineer and Independent Contractor. Prior to NLP Logix, Mr. Berseth worked primarily on designing and building large, enterprise scale systems in marketing, logistics, and healthcare informatics. He is an alumni of Stanford’s inaugural Machine Learning and Probabilistic Graphical Model courses. Mr. Berseth holds a Master of Software Engineering and a Bachelor of Computer Science from North Dakota State University. Not only has Matt been recognized as a world-class deep learning expert, his work has been published by IEEE, ISIC, and HIMSS to name a few. Berseth was also one of Jacksonville Business Journal’s 40 under 40 Honorees in 2019.


Click here to learn more about CFO Leadership Council. 


CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $60.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.


More Information

For more information about this program or The CFO Leadership Council, please contact Jennifer Langley, Southeast Regional Director, at


Cancellation Policy

If you would like to cancel your ticket or request a refund, please contact Refunds are available up to 24 hours prior to the program.


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5  CPE credits in
Information Technology
 Experience Level: Basic

 Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:



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