Unlock Automation

GenAI in Accounting & Operations

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10
Apr
8:30AM – 5:00PM PST

Experts on GenAI in Accounting

San Francisco MoMa

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About

Join us at our upcoming Unlock Automation Summit where we delve into the transformative power of Generative AI amongst the Accounting and Finance community.

Industry leaders will share insights on navigating the evolving landscape and shaping tomorrow's strategies in response to today's advancements. Don't miss this opportunity to harness the potential of AI and chart the course for the future.

Speakers

Sessions

The State of GenAI and Accounting - Opening Keynote

The State of GenAI and Accounting - Opening KeynoteThe State of GenAI and Accounting - Opening KeynoteThe State of GenAI and Accounting - Opening Keynote
Andrew Antos

Andrew Antos

CEO & Founder at Klarity
Nischal Nadhamuni

Nischal Nadhamuni

CTO & Founder at Klarity

An Executive Guide to Workflow Automation by Harnessing the Power of AI

Gain an executive’s perspective on AI's transformative potential for finance while exploring practical strategies and best practices. Discover how AI revolutionizes financial operations, streamlines workflows, and drives efficiencies offering invaluable insights for staying ahead in today's rapidly evolving business landscape.

An Executive Guide to Workflow Automation by Harnessing the Power of AIAn Executive Guide to Workflow Automation by Harnessing the Power of AIAn Executive Guide to Workflow Automation by Harnessing the Power of AI
Hitesh Ramani

Hitesh Ramani

CAO at UiPath
Janel Riley

Janel Riley

CAO at Cloudflare

Transforming Order to Cash with GenAI: the Finance Leader's Journey

Finance leaders share their firsthand experiences adopting GenAI technology to revolutionize Order-to-Cash workflows. Hear directly from executives spearheading GenAI implementation and discover its transformative impacts on operations, accuracy, and cash flow, including insights into challenges, lessons learned, and key milestones achieved.

Transforming Order to Cash with GenAI: the Finance Leader's JourneyTransforming Order to Cash with GenAI: the Finance Leader's JourneyTransforming Order to Cash with GenAI: the Finance Leader's Journey
Matt Dobson

Matt Dobson

SVP & CAO at Zuora
Gordon Lee

Gordon Lee

CAO at DoorDash

Understanding Automation with GenAI: Project Considerations and Best Practices

Deep dive into the intricacies of approaching automation projects with GenAI, covering key considerations, best practices, and strategies for success. Whether you're a seasoned automation expert or just beginning your journey, this session offers valuable insights to guide you through every step of the process.Discover how to navigate the complexities of GenAI automation projects, from initial scoping and planning to execution and adoption. Gain a comprehensive understanding of the project considerations that are critical for success, including resourcing, governance, risk management, and stakeholder alignment.

Understanding Automation with GenAI: Project Considerations and Best PracticesUnderstanding Automation with GenAI: Project Considerations and Best PracticesUnderstanding Automation with GenAI: Project Considerations and Best Practices
Dan Griggs

Dan Griggs

CFO at Intercom
Mark Flournoy

Mark Flournoy

VP, Google Cloud Controller at Google

Customer Stories with Real-World Use Cases and Benefits: Practical Revenue Use Cases

You will able to choose between two interactive sessions where you'll hear directly from our customers as they share their firsthand experiences, challenges faced, and successes achieved through the implementation of Klarity. From transforming business operations to saving time and costs, these use cases highlight the versatility and impact of Klarity in driving measurable outcomes.

Customer Stories with Real-World Use Cases and Benefits: Practical Revenue Use CasesCustomer Stories with Real-World Use Cases and Benefits: Practical Revenue Use CasesCustomer Stories with Real-World Use Cases and Benefits: Practical Revenue Use Cases
Priscilla Rossouw

Priscilla Rossouw

Director of Operations at Appfolio

Customer Stories with Real-World Use Cases and Benefits: Practical Order Management Use Cases

You will able to choose between two interactive sessions where you'll hear directly from our customers as they share their firsthand experiences, challenges faced, and successes achieved through the implementation of Klarity. From transforming business operations to saving time and costs, these use cases highlight the versatility and impact of Klarity in driving measurable outcomes.

Customer Stories with Real-World Use Cases and Benefits: Practical Order Management Use CasesCustomer Stories with Real-World Use Cases and Benefits: Practical Order Management Use CasesCustomer Stories with Real-World Use Cases and Benefits: Practical Order Management Use Cases
Benny Huang

Benny Huang

VP, Revenue Controller at Crowdstrike
Mike Dean

Mike Dean

Corporate Controller at Amplitude

A Perspective on GenAI Implementation from Connor Group

A Perspective on GenAI Implementation from Connor GroupA Perspective on GenAI Implementation from Connor GroupA Perspective on GenAI Implementation from Connor Group
Jason Pikoos

Jason Pikoos

Managing Partner at Connor Group

Navigating Audit and Compliance in Order to Cash Automation with GenAI

Explore audit and compliance considerations for automating Order-to-Cash processes with GenAI. In today's highly regulated business environment, ensuring compliance with industry standards and regulations is paramount, especially when implementing AI automation solutions. Learn about the critical aspects of audit and compliance that finance and operations leaders must consider to ensure the success of OTC automation projects with GenAI. From regulatory requirements to internal controls, we'll cover key considerations and best practices for mitigating risks and achieving compliance objectives.

Navigating Audit and Compliance in Order to Cash Automation with GenAINavigating Audit and Compliance in Order to Cash Automation with GenAINavigating Audit and Compliance in Order to Cash Automation with GenAI
Erik Zhou

Erik Zhou

CAO at Brex
Angela Liu

Angela Liu

CEO at GaapSavvy

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