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CFO Live 2025

The Future of Finance
Recorded
Sep 24, 2025
Sep
, 
2025
12pm ET
Virtual event on-demand
Virtual event
Register for free

CFO Live 2025

The Future of Finance
Recorded
Sep 24, 2025
12pm ET
Virtual event
Register for free

Today’s finance chiefs are at the fulcrum of an ongoing evolution in the role of not only the CFO, but that of the finance function and its place in modern business. Whether it’s juggling the potential impacts of new technologies or training the next generation of finance and accounting leaders, the modern finance leader needs to prepare for the future of finance that’s just over the horizon.

In this virtual, half-day event, finance executives and business leaders will connect with the CFO Dive and CFO.com editorial teams to discuss the latest strategies for navigating the ever-growing challenges facing today’s finance teams. The sessions will explore everything from how to think about the future of CPAs and the structure of the accounting team, to how to keep pace with the changing AI discussion, and the unique responsibilities and demands of keeping a non-profit’s financial engine running smoothly.

Who Should Attend?

  • CFOs
  • Controllers, heads of financial planning & analysis and senior finance VPs and managers
  • Other key members of the accounting and finance teams

Register for free

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Agenda

The Future of Finance event will dive into the critical questions facing finance leaders, discussing how the finance chief can best collaborate with IT leadership, for example, to create effective strategies for lasting growth in a constantly changing business environment. Industry experts will also consider the ongoing ROI challenges of new technologies such as agentic AI solutions, as well as how to build out an accounting team to meet the needs of next-generation business.

Sessions

Session 1 Friction vs. fraternity: Modernizing the IT, finance relationship As technology becomes central to business success, ensuring finance and IT leadership are aligned is critical to driving innovation and resilience. This session will offer practical strategies to modernize collaboration, streamline decision-making and build trust between the two functions. CFOs will hear how peers have bridged the technology language gap to rethink data quality approaches and budget models earlier in tech planning to ultimately lead more effectively in a digital-first enterprise. Sponsored Session Kick Off Efficiency: AP Automation with Houston Dynamo FC In today’s fast-paced business environment, manual finance processes slow growth, strain resources, and open the door to costly errors. Our session will explore how Houston Dynamo FC transformed their finance operations through automation — freeing their team from repetitive tasks and opening them up for more strategic work. Whether you’re a CFO, controller, or operations leader, this quick but powerful session will give you actionable insights into how automation can be a powerful tool for growth. Presented by Tipalti Sponsored Session A Finance Technology Roadmap for Future Growth Is your current finance technology holding you back? As they scale, organizations inevitably reach a point where “off-the-shelf” accounting software no longer cuts it. In this session, Eric Frank, CEO of NexTec shares real-world insights from his 30 years of experience helping companies implement the right accounting and ERP technology and processes to scale and grow. Presented by NexTec Session 2 “But what is it for?” Practical applications of agentic AI Artificial intelligence agents are rapidly gaining ground in the technology landscape, grabbing the spotlight from chatbots like ChatGPT. Despite the potential benefits of such agents, which are designed to complete tasks with little supervision from humans, the technology can also present various risks and operational challenges. In this session, finance leaders will learn best practices for crafting and implementing agentic AI initiatives. Sponsored Session The AP Ledger Blind Spot: Uncovering the Use Tax Risk Lurking Within Most finance leaders assume sales tax automation has them covered. But the real audit risk isn’t sales tax at all — it’s use tax. In this 10-minute session, you’ll see how unnoticed use tax liabilities pile up — and why they’re costing companies millions. Join us to learn: why auditors are zeroing in on use tax; the most common AP blind spots creating hidden exposure; and a blueprint for eliminating risk before the audit notice arrives. Presented by Sovos Sponsored Session How CFOs can outsmart B2B payment fraud with AI and innovative solutions Don’t let B2B payment fraud outsmart you. In this session, attendees will learn how to build resilience into their payment processes by using innovative strategies like virtual cards and using AI to detect and prevent fraud. Join us to learn about the latest market trends, practical use cases for AI and Agentic AI, and what’s next in smarter payment solutions. Presented by WEX Session 3 Building a next-gen accounting team The accounting industry is at a crossroads amid countervailing pressures driven by an ongoing finance talent shortage and the emergence of AI-powered finance platforms. At the same time, long-established industry standards which have dictated how certified public accountants are trained and certified are also in flux. Amid this changing labor landscape, this session will explore best practices for building a cost-efficient, modern accounting team. Topics to be discussed include key metrics that can assess the type of staffing needed, steps that can be taken to entice and keep top talent and ways to assess what types of accounting can and can’t — at least for now — be automated. Sponsored Session The 2025 tax credit buyer advantage: Market disruption creates opportunity Corporate tax reform has created an unprecedented buyer's market for transferable tax credits. During this session, Crux will share exclusive data unpacking $55 billion in tax credit monetization including the 1H2025 supply-demand dynamics in the transfer market, which emerging tax credit categories offer the best risk-adjusted returns, and how to capitalize on Q4's unique liquidity window before the market rebalances in 2026. Presented by Crux Session 4 How nonprofit CFOs lead mission-driven finance Nonprofit CFOs must navigate tight budgets, regulatory uncertainty and changing stakeholder demands without the resources of large private enterprises. Here, we’ll highlight CFO strategies for managing mission-driven goals alongside financial performance, with insights on leadership, transparency and long-term planning. Attendees will gain a deeper understanding of how finance leaders in these sectors drive impact, resilience and accountability with creativity and precision.

Questions

If you have questions about registration, if you’re interested in speaking, or have any other questions, contact us at [email protected].

Speakers

Vikas Agarwal // Advisory Commercial Technology & Innovation Officer // PwC
Bona Allen // SVP/CFO Real Estate/Construction for International Companies
Jack Castonguay // Associate Professor of Acccounting  // Hofstra University
Scott Dietz // Industry Practice Lead // Moody's Analytics
John Glasgow // CEO & CFO // Campfire
John Gronen // CFO // Yooz
Candice Holcomb // CFO // Generation West Virginia
Laura LaPeer // CFO // UHY
Kelly Mahncke // CFO // USA Hockey
Chris Ortega // CEO, Fractional CFO // Fresh FP&A
Kael Reicin // CFO, Chief Strategy Officer // American Cancer Society
Alexei Alexis // Reporter // CFO Dive
Maura Webber Sadovi // Senior Editor // CFO Dive
Adam Zaki // Reporter // CFO.com
Isaac Arellano // {{ Presented by Tipalti }} // AP Coordinator // Houston Dynamo FC
Alex Cedro // {{ Presented by Tipalti }} // VP Finance // Tipalti
Eric Frank // {{ Presented by NexTec }} // CEO // NexTec
Mark Pileski // {{ Presented by NexTec }} // Vice President, Marketing // NexTec
Chris Lynch // {{ Presented by Sovos }} // Chief Marketing Officer // Sovos
Pedro Alvarez // {{ Presented by WEX }} // SVP, Global Treasurer // WEX
Wil Fitzgerald // {{ Presented by WEX }} // VP, Global Fraud & Financial Crimes // WEX
Shelialla Stokes // {{ Presented by WEX }} // VP, Enterprise Data, Analytics, AI and Risk // WEX
Stephanie Deterding // {{ Presented by Crux }} // Managing Director // Crux
Jacob Wolf // {{ Presented by Crux }} // General Counsel // Crux

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