As finance teams face increasing pressure to modernize, automate, and accelerate outcomes, intelligent automation (IA) leaders are often called upon to guide tool selection, architecture decisions, and implementation strategies - while balancing risk, control, and measurable value. At the same time, they are increasingly expected to serve as strategic advisors, helping finance leaders make informed technology decisions that align with real business needs rather than hype-driven solutions.
As a result, IA leaders must help finance stakeholders navigate an increasingly crowded automation landscape - moving beyond the assumption that AI is the correct tool for every use case - and instead select fit-for-purpose tools aligned to specific finance workflows, maturity levels, and business objectives. Doing so requires strong internal client partnerships, clear decision frameworks, and the ability to translate technical possibilities into practical, finance-relevant outcomes.
Topics of discussion will include, yet will not be limited to:
- Partnering with finance leaders to identify, prioritize, and validate high-value automation use cases
- Selecting fit-for-purpose IA tools for finance workflows
- Educating internal finance stakeholders on automation options beyond AI and managing the AI “shiny object” mentality
- Establishing governance, decision frameworks, and operating models to scale finance automation responsibly
Jay Dhar, Vice President - Agentic AI & Process Transformation, U.S. BANK
Gnana Silaparasetti, Principal Technical Architect, SALESFORCE
Poornakala Sethuraman, Ph.D., Vice President, Data Science & Product Strategy, BANK OF AMERICA
Nikhil Kassetty, Software Architect - Artificial Intelligence, INTUIT
Moderator: SriHarsha Anand Pushkala, Director, Fraud Strategy & Analytics, ATLANTICUS
