From Start to Finish: What Finance Leaders Learned About Implementing Automation

About the Event

Automation has quickly evolved from an optional workflow adjustment to a strategic imperative as finance teams face unprecedented challenges from customer demands to regulatory pressures to staffing constraints. While the convergence of generative AI, advanced analytics, and cloud computing has reduced skepticism about the capabilities of automated processes, the adoption of any new technology comes with its own set of unexpected roadblocks, employee resistance, and business concerns about costs, risks, and security implications.

That's why this session brings together finance leaders whose battle scars from pioneering automation initiatives have made them wiser, and surprisingly more optimistic, about the technology's potential. Join CFO Brew for a round robin of successful case studies in automation and digital transformation. We’re avoiding glossy vendor demos and exploring real lessons learned from initial goals, unexpected challenges, pivotal decisions, and most of all, what these experts would do differently.

Hindsight is 20/20, but maybe for you, it won't be hindsight. As our parents would say, this is your chance to learn from their mistakes.

Here’s what you can expect to cover:

1. Where to begin? Understand the strategy veteran finance leaders are using to determine which processes truly merit automation investment.
2. Creating a pre-automation checklist. Learn the preparation steps that separate success from expensive failures, with a particular focus on the often-overlooked data cleanup and exception handling processes.
3. Upskilling and finding tech talent. This new workplace comes with new and powerful tools. Discover the skills that finance departments need and where to find the talent of the future. Where did they find their skills stretched?
4. Dealing with FOMO. Boards and company leaders are pressing hard on automation. Dissect how these finance leaders dealt with the demands to automate, and quickly, and how automation changed their role within the company. Understand how to better measure the real ROI of automation efforts to better communicate with business leadership where impacts are made.