Roundtable for AP & Shared Services leaders. There is no cost to attend.

Agenda

9:00 - 9:30 am: Coffee & Pastries
  • 9:00 - 9:30 am: Coffee & Pastries

  • 9:30 - 9:45 am: Round of Intros

  • 9:45 – 10:15 am: State of the Market - Finance in a Volatile Decade

  • 10:15 – 10:45 am: Digital Transformation & AI - Driving Strategic Finance Innovation

  • 11:00 - 11:45 am: Financial Trust - Reinventing Controls and Transparency

  • 11:45 am - 12:30 pm: Fraud – The Constant Threat

  • 12:30 - 1:30 pm: Lunch

9:00 - 9:30 am: Coffee & Pastries

Meet at Ocean Prime and connect with peers over light breakfast. A casual start to the day before diving into the session.

9:30 - 9:45 am: Round of Intros

A quick opportunity for participants to introduce themselves, share their role, and briefly highlight their connection to today’s discussion.

9:45 – 10:15 am: State of the Market - Finance in a Volatile Decade

Dive into market conditions & trends, talent & labor impacts, along with regulation, ESG, AI & digital priorities.

This session will uncover how finance leaders are navigating a decade defined by volatility and transformation. From economic shifts and evolving regulatory landscapes to the rise of ESG mandates and AI-driven innovation, participants will examine the macro forces reshaping priorities in finance. We’ll also discuss talent shortages, skills gaps, and how digital acceleration is influencing workforce strategies.

10:15 – 10:45 am: Digital Transformation & AI - Driving Strategic Finance Innovation

Explore how digital transformation and AI are reshaping AP and shared services operations.

During this interactive session, dive into how AI and digital transformation are reshaping the strategic role of finance, especially in AP and shared services. Participants will share real-world use cases, ROI insights, and lessons learned from AI adoption. The session will also cover challenges like talent upskilling and highlight emerging technologies driving the future of finance.

11:00 - 11:45 am: Financial Trust - Reinventing Controls and Transparency

Discuss strategies to build financial trust through better controls and transparency.

This session explores how organizations are strengthening financial trust by rethinking controls, transparency, and technology across AP. Participants will discuss key payment risks, proven control strategies, and the role of AI and automation in reducing errors and improving auditability. The group will also share how data and KPIs are being used to detect anomalies and drive continuous improvement.

11:45 am - 12:30 pm: Fraud – The Constant Threat

Share real-world approaches to fraud prevention and overpayment prevention.

Fraud continues to be a growing threat in finance, with new risks emerging from third-party exposure to AI-powered attacks. This session invites open discussion on under-protected areas, real-world fraud scenarios, and the tools and strategies used to detect and prevent threats early. Together, we’ll explore how to build more resilient, trust-driven finance operations.

12:30 - 1:30 pm: Lunch

Wrap up the day with a relaxed lunch at Ocean Prime—an opportunity to continue conversations, network, and reflect on key takeaways from the session.

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