Corporate Finance Playbook

Agenda

Agenda topics, timing, and speakers subject to change.
 

Wednesday, June 24

11:00 am – 12:00 pm eastern

Finance Leadership, Payments, and the Modern CFO Agenda
Presented by Bottomline
The role of finance is changing fast. Today’s CFOs and finance leaders are no longer judged solely on reporting accuracy and controls, they’re expected to drive capital efficiency, guide strategic investment, manage risk, and help the business navigate volatility, all while evaluating new technologies like AI.

In this 50-minute conversation, Pat Sunday, Chief Accounting Officer at Bottomline, shares a practitioner’s perspective on the modern CFO agenda. Drawing on experience leading global accounting, shared services, and financial operations inside a payments technology company, Pat discusses how finance leaders are rethinking capital allocation, working capital discipline, payments strategy, AI adoption, and performance metrics.

You’ll gain practical insight into what boards and CEOs expect from finance today, how payments can become a lever for cash flow and risk management (not just a back-office function), where AI is delivering real value versus hype, and how finance teams can stay resilient amid FX volatility and macro uncertainty.

Presenters:
Paul McMeekin | VP Marketing | Bottomline
Patrick Sunday | Chief Accounting Officer | Bottomline

 
 

12:00 pm – 1:00 pm eastern

The Next-Gen Finance Function: Faster Close, Smarter Consolidation, Trusted Automations
Presented by Aptitude Software

 
 
 

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