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The ROI of AI in finance: A comprehensive approach | 2024 The MindBridge Conference
Glenn Hopper, CFO Author, Eventus Advisory Group LLC
In the presentation, Glenn Hopper, Head of AI Research & Development at Eventus Advisory Group, and Matthias Steinberg, CFO of MindBridge, will explore how AI, Machine Learning (ML), Deep Learning, and Generative AI are transforming finance and auditing. This session will cut through the AI hype, showcasing real-world applications that deliver measurable business value. Attendees will gain valuable insights into successful AI project implementation, calculating ROI, and effectively integrating AI into financial workflows to drive innovation and growth.
Learning Objectives
1) Understand AI Fundamentals: Define key AI concepts and their relationships, and recognize how AI, ML, Deep Learning, and Generative AI are applied in finance and auditing.
2) Evaluate AI Impact and ROI: Learn how to assess the business value of AI projects, including calculating ROI and understanding the challenges of quantifying intangible benefits.
3) Implement AI in Finance: Identify best practices for integrating AI into financial processes, including managing change, fostering a culture of innovation, and measuring long-term success.
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From fear to innovation: Harnessing responsible AI for growth | 2024 The MindBridge Conference
John Weigelt, National Technology Officer, Microsoft, Robin Grosset, CTO, MindBridge, Stephen DeWitt, CEO, MindBridge
This session will show how Responsible AI can turn concerns about ethics, security, and “black box” fears into opportunities for innovation within any enterprise. By using an Outcome-Driven Approach, we’ll discuss how AI can be responsibly integrated to enhance productivity and drive meaningful change. We’ll also explore the trust dynamics between major tech companies like Microsoft and innovators like OpenAI, and how small, focused innovations can empower businesses to move forward with confidence.
Learning objectives:
1) Learn how to turn AI concerns into opportunities for innovation.
2) Apply the Outcome-Driven Approach to integrate AI for enhanced productivity.
3) Explore trust dynamics in AI and leverage small, focused innovations for success.
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Riding the waves of transformation | 2024 The MindBridge Conference
Tom Hood, EVP Business Engagement & Growth, AICPA-CIMA
CFOs and Finance teams will be in the driver’s seat in the 5th Industrial Revolution according to Gartner. This has been validated by the latest research from AICPA-CIMA that says we can expect rapid and highly accelerated changes across industries, including accounting and finance. In other words, the waves of transformation are getting bigger and coming faster. To succeed in this rapidly evolving landscape, accounting and finance professionals must learn how to ride these big waves of transformation.
This session will cover the latest trends and issues and the new mandate for finance and accounting pros to move into a proactive role as the ‘Chief Future Officer’, becoming a value partner to the business. The key to this emerging role lies in the mindsets, skillsets and toolsets required to ride these big waves. We will cover the latest research and resources along with practical examples from our Future of Finance Leadership Advisory Group. You will learn how to apply these insights to redefine and reinvent your finance operation and career to thrive in the Next Normal, Now!
Learning Objectives:
1) Gain an understanding of the latest trends facing finance and accounting teams.
2) Develop a deeper understanding of the role that technology plays in enhancing the effectiveness of finance teams and the need to develop new skills, capabilities, and mindsets to maximize the benefits of digital tools.
3) Evaluate the effectiveness of their current talent management strategies and develop a talent game plan that aligns with the changing needs of their business.
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Embracing the future: The evolution and impact of continuous auditing and monitoring in a Digital Age | 2024 TMC
Kevin Kolliniatis, Head of Analytics, Global Audit, KPMG
The vision of Continuous Auditing (CA) and Continuous Monitoring (CM) has been around for decades, but various challenges have historically prevented or limited the full implementation of a CA/CM strategy. However, the landscape has dramatically changed and continues to evolve rapidly, making the vision of continuous auditing more achievable than ever. This session will explore the history, challenges, and roadblocks that previously hindered CA/CM, as well as provide insights into the current state and the future of these essential practices.
Learning objectives:
1) Understand the concepts of continuous auditing (CA) and continuous monitoring (CM), including the differences between the two and their interrelationship.
2) Learn about the historical challenges and limitations related to the implementation of CA and CM.
3) Explore the benefits of CA and CM, including how they can enhance efficiency, reduce risk, and provide real-time insights.
4) Discover the technologies that are enabling CA/CM and examine the evolving challenges in this landscape.
5) Understand how the landscape has changed over the past few years to allow for the realization of Continuous Auditing and Continuous Monitoring.
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Bridging the gap across the three lines of defense | 2024 TMC
Chris Swanson, Manager, Internal Audit Data Solutions, Polaris, Mark Stone, VP of Internal Audit, Sealed Air, Ryan Mitchell, Manager, Digital Delivery, Chevron
Explore how artificial intelligence can revolutionize collaboration and communication across the three lines of defense in our breakout session focused on breaking down silos. Discover AI-driven strategies that empower risk management, compliance, and internal audit functions to work together seamlessly, ensuring robust governance and enhancing organizational resilience.
Learning objectives:
1) Understand AI’s role in enhancing collaboration across the Three Lines of Defense
2) Identify AI strategies for seamless integration into accounting, compliance, and audit functions
3) Explore how Machine Learning enhances oversight through 100% data analysis
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The next generation of internal audit: How Meta is innovating with technology | 2024 The MindBridge Conference
Badal Patel, Head of Data Analytics and Innovations, Internal Audit, Meta
Join us for an engaging fireside chat with Badal Patel, Head of Data Analytics and Innovation at Meta, as we delve into how the tech giant is revolutionizing its internal audit processes. This session will explore the strategies and technologies Meta is deploying to transform its audit function into a forward-thinking, value-driven powerhouse. Discover how Meta leverages cutting-edge tools like Artificial Intelligence to boost audit efficiency, generate strategic insights, and maintain robust risk management in a rapidly evolving digital landscape. Gain valuable perspectives on the future of internal auditing and practical takeaways for innovating your own audit practices.
Learning Objectives
1) Understand Innovative Technologies in Internal Audit: Gain insights into how Meta is integrating AI and advanced analytics into their internal audit processes to enhance accuracy, efficiency, and risk assessments.
2) Explore Proactive Auditing Strategies: Learn about Meta’s approach to shifting from a reactive to a proactive audit function, including methods to identify and address potential risks before they escalate.
3) Apply Best Practices to Your Organization: Discover actionable strategies and best practices from Meta’s experience that you can apply to innovate and improve your own internal audit processes.
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Embrace the impact: Strategies for handling change management | 2024 The MindBridge Conference
Angela Katehis, Partner, Citrin Cooperman and Jessie Kanter, Partner in Charge of Methodology & Innovations, Citrin Cooperman
The accounting, tax, and assurance profession is undergoing unprecedented transformation due to rapid technological advancements, changing professional standards, and evolving methodologies. As professionals, it’s not just about adapting to these changes but leading them within your organization.
Join us for an insightful session where we will explore the realities of change management in our industry. Through real-life stories and examples, we’ll address common obstacles encountered during change initiatives and offer strategies to overcome them. You’ll also be introduced to a practical framework that can help you manage and implement change effectively within your organization. Whether you’re dealing with new technology adoption or process reengineering, this webinar will provide you with the tools and confidence to drive change and stay ahead in the profession.
Learning objectives:
1) Recognize the importance of staying ahead of industry trends and demands, while positioning your organization as a leader.
2) Identify strategies for managing change that preserve staff morale and engagement.
3) Apply a structured framework for successfully managing and implementing change initiatives.
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The ROI of AI in finance: A comprehensive approach | 2024 The MindBridge Conference
Glenn Hopper, CFO Author, Eventus Advisory Group LLC
In the presentation, Glenn Hopper, Head of AI Research & Development at Eventus Advisory Group, and Matthias Steinberg, CFO of MindBridge, will explore how AI, Machine Learning (ML), Deep Learning, and Generative AI are transforming finance and auditing. This session will cut through the AI hype, showcasing real-world applications that deliver measurable business value. Attendees will gain valuable insights into successful AI project implementation, calculating ROI, and effectively integrating AI into financial workflows to drive innovation and growth.
Learning Objectives
1) Understand AI Fundamentals: Define key AI concepts and their relationships, and recognize how AI, ML, Deep Learning, and Generative AI are applied in finance and auditing.
2) Evaluate AI Impact and ROI: Learn how to assess the business value of AI projects, including calculating ROI and understanding the challenges of quantifying intangible benefits.
3) Implement AI in Finance: Identify best practices for integrating AI into financial processes, including managing change, fostering a culture of innovation, and measuring long-term success.