Can you decipher which technology is just a buzzword and which is a business-critical investment? CFO’s need to view technology from several viewpoints: ensuring they have implemented the best software for their organization (“best-in-class” software tends to assume one size fits all) that can benefit multiple business units and scale, while understanding the next generation of technology so as to invest wisely. The Digital CFO must stay current on emerging technologies to maintain a competitive advantage.
As a CFO, you must have vision alignment across the various organizational functions so that resources are properly allocated to drive business initiatives. Making the right investments in new technologies can fuel growth, pioneer a competitive edge, and ensure your business processes are primed when your company has an event or must change or adapt.
Join our panel of experts on Tuesday January 14th, as we discuss what it means to be “The Digital CFO.” Our panel will discuss three key tech buzzwords in the Finance Organization: AI, BI, and RPA. Have you been wondering what these Intelligent Automation terms are and how they can relate to your organization’s daily activities? Our panel will debunk myths about tech buzzwords like these, and drive a discussion about common missteps when approaching a “digital transformation,” and they’ll share the important questions to ask IT when a CFO is in the driver’s seat of a transformation.
Through this session, attendees will learn:
- Some of the latest trends in disruptive technologies, i.e., robotic process automation (RPA), Business Intelligence (BI) and artificial intelligence (AI)
- How to use technology as an enabler to enhance current business processes and align across multiple business units on tech deployment
- Learn Integration tips for successful deployment and questions to ask when considering an enterprise-wide digital transformation
Click here to learn more about CFO Leadership Council.
To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event 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 for $75.
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.
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, NYC Chapter at email@example.com.
If you would like to cancel your ticket or request a refund, please email firstname.lastname@example.org. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Live
Recommended CPE Credits: 1.8 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: www.nasba.org
About Our Speakers
Patrick Fay, Executive Managing Director, Head of Enterprise Efficiency, Mizuho Securities
Patrick Fay is Executive Managing Director, Head of Enterprise Efficiency for Mizuho Securities USA (MSUSA). He is responsible for identifying and implementing initiatives designed to enhance our performance, including company operations and IT systems, procedures, information security, risk, compliance, data governance and real estate/facilities. Prior to assuming his current position, Fay served as Chief Operating Officer.
Prior to joining Mizuho in 2008, Fay was Managing Director, Head of Fixed Income, Americas at ABN AMRO Bank; Managing Director, Head of Central Funding at Lehman Brothers; Managing Director, Senior Vice President and Senior Corporate Bond Trader at Credit Suisse / First Boston and Vice President and Head Trader Short Term Debt at Morgan Stanley.
Fay is a member of Mizuho Americas Management Committee; MSUSA Management Committee; Financial Risk Committee; Mizuho US Operations (MUSO) Enterprise Data Council; Head of Volcker Committee MSUSA, Head of IT Committee MSUSA.
Fay holds a Master of Business Administration in Economics and Finance from the University Of Chicago Graduate School Of Business, Master of Arts in Mathematics from Hunter College, Master of Science in Applied Mathematics (AI and Machine Learning) from Hunter College and a Bachelor of Arts from Miami University.
Paula P. Carneiro, Client Development Executive, Auxis
Paula P. Carneiro is a Process Analyst and Corporate Storyteller who spent her career analyzing efficient ways to connect back office processes for multinationals like Donnelley Financial Solutions and BlackBerry. She helps CFOs drive process efficiencies and shift their teams’ strategic focus by adopting Intelligent Automation and embracing the future of work. Paula moved to New York in 2015 with Donnelley from Rio de Janeiro, Brazil and has a degree in Political Science and History from the University of North Texas.
Ashim Gupta, Chief Financial Officer, UiPath
Ashim Gupta serves as Chief Financial Officer of UiPath, the fastest growing and leading provider of Robotic Process Automation (RPA) software worldwide. In this role, he provides the financial leadership to support the company’s global mission to accelerate the adoption of automation across public and private sectors and businesses of all sizes. Prior to this this role, Gupta held the role of UiPath Chief Customer Success Officer. In that role, he oversaw a team of experts working with UiPath customers to maximize the adoption, self-sufficiency, and business value of their RPA software investments through proven deployment methodology and strategic change management.
Previously, Gupta spent 18 years with General Electric and in 2007, joined GE Water. During his tenure as CFO, Gupta implemented ERPs, data and analytics, and automation – reducing finance cost by 70 percent and improving operating transparency. Prior to, Gupta took on the role of CIO for finance and shared services to help improve the company’s operational and financial processes through strategic deployment of advanced technologies. Gupta led the scaling of GE’s first robotics platform, using UiPath robots to automate core processes and yield significant productivity improvements, as well as stronger business outcomes. Gupta also designed and implemented the finance and shared services group’s first big data platform with advanced analytical, machine learning and artificial intelligence capabilities – a move that enhanced analytics for cost and cash management.
Gupta graduated from Rutgers University in 2000.
Dr. John L. Perry, Director of Data Analytics and Strategy with the Advancement and External Affairs, Syracuse University
Dr. John L. Perry is the Director of Data Analytics and Strategy with the Advancement and External Affairs department at Syracuse University. In his role, John serves as the lead for developing segmentation, acquisition and retention strategies through analytical leadership. Previously, John held several positions working for two outstanding organizations including one of the nation’s premier nonprofits (Make-A-Wish) and a Fortune 500 company (Constellation Brands, Inc.).
John is an experienced lean and process improvement expert with a proven track record in leading cross-functional projects, data teams, and operations personnel, where he’s transformed mundane tasks, executed deliverables all the while informing executive decision making with analytical precision. John has become adept in overseeing a wide variety of operational and fiduciary responsibilities to ensure profit maximization and business optimization while expanding market share.
Arguably, John’s most impactful work came at Constellation Brands, Inc. where he excelled as a project lead on the divestiture of a Canadian business entity worth $785M while managing large scale multi-million-dollar venture capital projects. Furthermore, John is also the recipient of Constellation Brands, Inc. North Star Award for Operational Excellence.
With a multitude of experiences, John has become an expert in transforming data and reporting infrastructures from operational to strategically proactive. His experience in driving complex initiatives from framing the problem, conducting research/analysis, building business/operational plans and driving execution/success is without question.
In addition, John received an Educational Doctorate in Executive Leadership where his research contributed to the gaps in nonprofit literature by testing for the statistical significance in Leadership Styles and Perceived Organizational Competencies at a Nonprofit Organization.