$0 – $85

Terminated: Your Career by The Boston CFO Leadership Council

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The Offices of Goodwin

100 Northern Ave

Boston, MA 02210

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Terminated: Your Career
The Impact of Artificial Intelligence and Machine Learning on Financial Careers and Responsibilities
hosted by
The Boston CFO Leadership Council
Wednesday, October 17, 2018
7:30 AM to 8:00 AM - Networking and Breakfast
8:00 AM to 9:30 AM - Program
The Offices of Goodwin
100 Northern Ave, Boston, MA

Program Description

Artificial Intelligence (AI) and Machine Learning (ML) are emerging as meaningful forces for change in the activities and workflows of the Finance and Accounting functions. There is no question that future finance jobs will be different...but how? In this program, participants will learn about the current state of the art of AI and ML, including current and evolving applications to the Finance and Accounting functions, and how financial professionals can leverage these new capabilities and partner with the machines to survive ... and improve.

Learning Objectives

Participants will leave with a sense of:

-the difference between AI and ML

-current applications of AI and ML to consider in their businesses

-likely success cases for AI and ML over the next three to five years

-important skills to build to leverage these new technologies


here to learn more about CFO Leadership Council.


CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $85.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

More Information

For more information about this program or The CFO Leadership Council, please contact Caroline Boyce, Marketing Director, Boston Chapter at Caroline@cfolc.com.

Cancellation Policy
Send cancellations to Caroline@cfolc.com no later than 4pm on October 15th to receive a refund.

CPE Information

Instructional method: Group-Live
Recommended CPE Credits: 1.8 CPE credits in Information Technology
Experience Level: Basic
Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


John Hagerty, Vice President, Product Strategy – Oracle + NetSuite

John Hagerty brings more than 35 years of expertise in business analytics and enterprise technologies and applications to his role of VP, Product Strategy for Oracle’s Analytics portfolio.

Prior to joining Oracle, John was VP and Distinguished Analyst at Gartner, the IT research firm. An analyst for a total of 16 years, he advised companies of all sizes and in all sectors globally regarding technology options, deployment best practices, governance and collaboration strategies as well as optimal cloud and hybrid architectures for business intelligence, analytics, and performance management applications. John recently published Gartner’s “2017 Planning Guide for Data and Analytics” and has been the lead author for Gartner’s Magic Quadrant for Business Intelligence and Analytics Platforms in the past.

John also took a two-year break from Gartner from 2012-2014 and joined IBM as Program Director for Big Data & Analytics. In that capacity, he was an external spokesman for the IBM portfolio, created and managed sales plays/program execution, and developed/delivered strategic messaging for industry analysts and customers/prospects.

Carolyn Jones, Market President & Publisher, Boston Business Journal - Moderator

Carolyn Jones is the Market President of the Boston Business Journal, a weekly business newspaper and website, bostonbusinessjournal.com. In this capacity, she is responsible for overall operations, including advertising, audience development, news, internet activities, programs and events and achieving revenue and profit goals.

Prior to becoming publisher at the BBJ in November of 2015, Ms. Jones had been the publisher of the Albany Business Review, in Albany NY, and was in that role since 1998. The Business Review is a sister publication of the BBJ, both owned by American City Business Journals, which owns 43 business journals across the country.

Jones joined the ABR in 1987 and worked as an account executive and then advertising director before taking on the publisher role. Previously, she worked as an assistant editor for Home Box Office in New York, NY.

Carolyn earned an MBA from The Sage Colleges, Albany, NY, and a bachelor’s degree from the State University College at Brockport, Brockport, NY.

Carolyn is on the Board of Directors of the United Way of Mass Bay, advisory board member of Center for Women & Enterprise; Board Member of the March of Dimes and a member of the Massachusetts Women’s Forum.

Tom Kelly, Senior Director, Product Marketing, Oracle + NetSuite

Tom Kelly is the Senior Director of Product Marketing for Oracle + NetSuite. Before joining Oracle + NetSuite, Tom founded T-Edward, a strategic and operational Cloud consultancy providing Cloud expertise and CXO services to Fortune 500 and private equity-backed companies. Prior to T-Edward Tom held a variety of executive positions with PepsiCo, eFunds and Deluxe Corporation, as well as small cap, privately held entities such as FullContact and PeopleNet Communications. Tom is a CPA and holds a B.A. degree in Accounting from North Carolina State University and an MBA in Finance from Fordham University.

Rob May, Chief Financial Officer, Talla

Rob May is the CEO and Co-founder of Talla, a Boston-based company building digital workers for the enterprise through AI and machine learning technology. Talla’s first digital worker is a smart knowledge base that automates content management by keeping everything up-to-date, relevant, and in the hands of employees when they need it most. Rob is also on the Board of Directors of Admithub, a company that builds an AI chatbot for college admissions.

Prior to Talla, Rob was the CEO and Co-founder of Backupify, the world’s first cloud-to-cloud backup company. Rob successfully raised $22M in venture capital and in 2014 Backupify was acquired by Datto. At Datto, Rob was SVP of Marketing and Business Development, where he helped the company launch two new products and expand to Asia-Pacific.

Rob has held engineering, business development, and management positions at various startups and has a proven track record of venture backing. He is an angel investor in 45 + AI companies and Managing Director at Half Court Ventures which focuses on seed-stage funding. Rob is the author of InsideAI, the most popular email newsletter on artificial intelligence online.

Tom Wilde, Chief Financial Officer, indico

Tom brings 25 years of experience in solving the complex problems of digital content to the role of CEO of indico. Prior to joining indico, Tom was the Chief Product Officer at Cxense (see-sense), a leading Data Management provider and founder of Ramp, an enterprise video content management company. Tom also held senior roles at Fast Search, Miva Systems, and Lycos. He has extensive experience with company building and venture-backed startups and holds an MBA in Entrepreneurial Management from Wharton.

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The Offices of Goodwin

100 Northern Ave

Boston, MA 02210

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