AI and the Finance function

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About the Webinar:

The Finance and Accounting tech stack has evolved dramatically over the last few decades from on premise ERPs, to cloud-based FP&A platforms to AI powered AP tools and more.

The role of the CFO has also evolved. While previously responsible for only accounting and treasury, it is now taken for granted that CFOs are strategic and versatile. Going forward, AI will transform the role again with smaller teams and better tools.

Register to learn:

How AI will transform the finance tech stack (and how to budget for it)
How Bill Koefoed helped lead OneStream from $30m to $500m ARR in 5 years
Why Morgan Stanley believes ERP upgrades are set to drive a “back-office supercycle”
How finance leaders can utilize tools and processes to help their CEO "look around the corner"

Speaker bios:

Bill Koefoed is the CFO at OneStream Software, responsible for optimizing performance and producing next-level growth. Bill has more than 25 years of technology industry experience. Before joining the company in November 2019, Bill served as Chief Financial Officer for online retailer, Blue Nile and prior to that was a partner and CFO for BCG Digital Ventures, part of The Boston Consulting Group.

Bill also served in leadership roles at Microsoft, Hewlett-Packard, PricewaterhouseCoopers, and Arthur Andersen. Bill is an MBA and BS graduate of University of California, Berkeley and a Certified Public Accountant.

Chris Quintero is an Equity Research Analyst at Morgan Stanley covering Enterprise Software on Keith Weiss’ #1 ranked Institutional Investor team (Large and SMID Cap) with lead coverage of the Office of the CFO sub-sector. He is also the author of the global market-leading thought piece titled: “Upcoming ERP Upgrades Are Set to Drive a Back-Office Supercycle”.

Nicolas Kopp is the founder and CEO of Rillet, a modern mid-market ERP. Based in New York, Nic was formerly the US CEO of fintech bank N26 (valued at $9bn). Prior to N26, Nic spent five years in investment banking at Morgan Stanley. He holds a BA from University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.