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AI & Automation for Finance Leaders by the San Francisco CFO Leadership Council
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AI & Automation for Finance Leaders by the San Francisco CFO Leadership Council

AI & Automation for Finance Leaders presented by: The San Francisco CFO Leadership Council Chapter Wednesday, March 18, 2020 Doors Open 7:30 AM | Program 8:00 AM to 9:15 AM *breakfast and coffee provided KPMG, 55 2nd Street, 11th Floor, San Francisco, CA

 Export to Your Calendar 3/18/2020
When: March 18, 2020
7:30 - 9:15 AM
Where: KPMG
55 2nd Street
11th Floor
San Francisco, CA  94105
United States
Contact: Brittany McBride

Online registration is available until: 3/17/2020
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Program Description

The world of technology is advancing at lightening speeds. It can be difficult (and expensive) to invest and deploy multiple technologies that may or may not help your organization achieve your strategic plan. As a CFO, you increasingly need to have visibility across the various organizational functions so that resources are properly allocated to drive the business. Making the right investments in new technologies can fuel growth and launch your organization ahead of competition. 

Join our panelists in discussing the emergence of new technologies, such as Cloud Computing, Big Data/Data Security, Analytics, and Blockchain and learn how to best leverage these within your organization. 

Who Should Attend 
CFOs and other senior finance executives who want to learn how to best utilize leading-edge technology to drive corporate growth. 

Learning Objectives 

  • Receive a high-level overview of emerging technologies and processes that your investors, auditors and shareholders expect you to have in place to support growth 
  • Reveal the sometimes misunderstood (or unknown) risks and rewards in deploying new technologies 
  • Discuss the technologies that can give you the longest runway for your business 
  • Provide you with a list of best practices in applying metrics and measuring ROI to new technology investments 

Our Speakers

Ellen Campana, Ph.D., is a Director in KPMG’s Lighthouse Center of Excellence in Data and Analytics. She has been developing and delivering Artificial Intelligence solutions for 20 years. Her clients include top 5 health care payer organizations and top 5 financial institutions. Her client-facing solutions focus on freeform text, document and spoken language, specifically using AI to extract the meaning from these channels and making it actionable for achieving business goals.

Curtis Atkisson serves as CFO for Sojern, driving growth and scaling systems. With more than 20 years of experience in established and early stage companies, Curtis’ diverse work experience includes the Federal Reserve Board, Chase Manhattan Bank, United Airlines as well as multiple Bay Area startups. As co-founder of Affinity Labs, Curtis supported its successful exit and was featured in a Harvard Business School case and in the book, The Intelligent Entrepreneur. Curtis holds a Master’s in business administration from the Stanford Graduate School of Business and a Bachelor of Arts degree in economics from Brigham Young University. 

Moderator: Rob Israch, Rob Israch has run Marketing and Alliances for Tipalti for over 4 years. Prior to Tipalti, Rob served as VP, Global Marketing Programs at NetSuite, a leading provider of cloud-based Enterprise Resource Planning (ERP) software, helping to guide the company through 10X+ revenue growth, from private company through IPO to cloud ERP market leader. Previously, Rob held management roles at Intuit QuickBooks and GE Financial.


CPE Information

- 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:

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 $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.

More Information

For more information about this program or The CFO Leadership Council, please contact Brittany McBride, Pacific Northwest Marketing 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.

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