16 - 18 November 2021 

Enablers of Finance Efficiency and Effectiveness 

  Wednesday 17 November 2021 – 12 noon and 4pm to 7pm (AEST)

1. The Finance Tech Stack - Pathways and Project Decisions - 12pm

Digitisation has been a part of most Finance teams for many years now. However, due to the complexity and ongoing innovation in the tools and product space, the capacity to build a sensible roadmap for adoption of automation, analytics and modelling at scale has been difficult for most teams to deliver effectively. Many are not even aware of the differences between financial modelling and analytics. 

As finance teams lean into the importance of connecting their purpose and impact to business strategy, the finance tech stack is now being taken more seriously and the range of pathways are being better understood.  

 Lance Rubin, Founder of Model Citizn, will lead this session.


Aim of the session 

Participants will gain greater awareness of technology holistically and how to decipher and communicate some of the key challenges relating to technology into its respective areas of focus. 


Frameworks covered

The 3-stack tech stack design principles 

These principles are applied to simplify the tech enablement environment that allows finance professionals to clearly decipher the often-misunderstood IT landscape.  As such, this framework allows finance professionals to communicate and understand new solutions to complex IT design problems. The benefit of this model is that it aligns multiple stakeholders who are then more likely to adopt any subsequent solutions that are developed. By applying the 3 stack you can assess the organisation's competency in Automation, Analytics and Financial Modelling. 

Learning outcomes and benefits 

  • Assess more accurately your finance tech stack strategy and considerations in developing your adoption roadmap  
  • Identify pathways and typical decision-making challenges in adoption  
  • Relate to a case study for healthy, scalable adoption  
  • Get clarity of decisions in complex tech environments

2. Leading Digitisation with Agility not Rigidity - 4pm

In this session, we explore where many of the old ways of adopting technology have caught business and finance in difficult scenarios, with limited and sometimes no ROI to speak about. We will contrast this to what strategic finance leaders are doing to approach complex challenges with a focus on value and outcomes to the organisation.  

Core to this is taking a smart approach to problem identification, tool or technology selection and appropriate change management against a very different landscape including automation and other cutting-edge technologies.  

The leaders taking this plunge need to be brave and aware of the challenges ahead when exploring tech adoption. You will be able to listen firsthand to two pioneering finance leaders who bring it to life in a real-life example.  

This session will be lead by Lance Rubin Founder of Model Citizn.


Aim of the session 

Participants will get a front-row seat on what it's like to be deeply involved in a finance digitisation project and how agility is less about an approach but more of a mindset. 


Frameworks covered

Agile framework

The Agile development framework is well known to many in the technology space, but few in finance are aware of it as an approach.  

Whilst this might appear like an assessment approach through planning, it's ultimately about cycling through the process quickly through sprints and completing the cycle multiple times to achieve the end results quicker. 

Each release “sprint” is assessed, and adjustments are made to the plan and design accordingly to deliver the next release and feedback is obtained each time. 

By applying this continual cycle of plan, design, develop, test and release, the end goal becomes more achievable as there is less risk of going off track. 

The project we will cover in this webinar is a live example of how this framework was applied.  

Learning outcomes and benefits 

  • Explore a more agile approach to technology adoption in a complex environment  
  • Understand what leaders have to embrace to make this a success 
  • Relate to concrete examples of a successful implementation from start to end 

3. AI and its adoption in finance - 5pm

In 2021, organisations have finally started to take AI seriously as a model for automation of the finance function. Of course, this is met with scepticism and a lack of understanding given the lack of experience finance teams have working with AI.   

However, the progress in this space has been rapid and there are many use cases outside of finance that has paved the way for finance readiness.  

This webinar will be presented by Dhanusha  Muthukumarana, CEO at Potenza.


Aim of the session 

Participants will gain greater awareness of Artificial Intelligence and Automation and clarity on how to think about, strategize and formulate a way to leverage this innovation. 


Frameworks covered

Bringing clarity around automation and AI - What, why and When 

  • What is it we want to solve? Ensuring there is clarity on the problem 
  • Why is it important to solve this problem ahead of other problems?  There is not an unlimited number of resources so it’s important to prioritise and ensure there is alignment on the outcome 
  • When do we want to look at solving this problem? Ensure there is alignment on timing so that the organisation can prepare. In some cases, other priorities need to go first 

The process improvement automation journey 

This framework allows finance professionals to identify processes that demonstrate flaws and gaps in their execution and steps to take in order to model the said processes until full automation to maximise business performance 

Learning outcomes and benefits 

  • Identify critical features of AI and its adoption in the finance space  
  • Assess risks and opportunities in the adoption of AI  
  • List what to consider for inserting AI into your technology roadmap  

4. The Tech Investment Equation: Smart finance technology decisions in 2021 - 6pm

For years, the finance function has been held hostage to 'hard to move' tech infrastructure that has slowed the progress towards agility, flexibility and responsiveness to business strategy.   

In fact, in the face of a multitude of new and highly powerful technology pathways, many finance functions are caught out like a deer looking into headlights when it comes to working with their IT counterparts and break into the modern paradigm.  

In this session, Mark Vigors, COO at BGC Potenza, will explore how smarter finance functions are taking the power back into their hands when it comes to technology adoption and investment decisions.


Aim of the session 

Participants will gain a greater awareness of the approach to follow when pitching for a business case relating to the investment in technology. Some real examples of how these business cases might be formulated or developed for practical use and application. 


Frameworks covered

Single project vs multi projects approach 

A single project approach explores the specifics of each project on a standalone basis given the problem and outcome it intended to address. 

The multi-projects example is more adapted to organisations that often run multiple projects simultaneously which can lead to trade-off decisions needing to be made across different outcomes and verticals. We will explore how organisations can cut through the complexity and make decisions on which project to prioritise using the criteria provided. 

The framework covered in this webinar has been developed within a major bank and used to manage billions of dollars in project spend. This is important to this webinar as it will provide a practical application on how to manage competing priorities and demanding stakeholders, all of which believe their project is the most important. 

Learning outcomes and benefits 

  • Identify where are the opportunities to invest in the new landscape
  • Assess what needs to change in order to leverage low-cost and flexible technology to power finance?
  • Relate to example investment cases and how best these are formulated, communicated and approved for maximum impact.
  • Decisions to make when multiple projects clash and how to prioritise these conflicts. 







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