Topic: A Visual Guide: The Finance Tech Stack and Solving Business Problems with A.I.

Speakers: Adriana Odice, VP of Finance & Administration, Wellmore Behavioral Health and Mark Sue, CFO, Arrikto Inc., and FENG IT SIG Co-Chairs

In our upcoming presentation for finance leaders, we will cover the full range of software tools available for finance and accounting departments, providing a clear understanding of the options and how they can enhance departmental efficiency. Additionally, we'll introduce the basics of implementing Artificial Intelligence (AI) in finance, tailored for those who are seeking to expand their application of AI.

The focus will be on two specific AI use cases: its implementation in two-sided marketplaces and its role in addressing challenges faced by non-profit organizations. These examples are chosen to showcase the practical application of AI in finance and how it can be used to tackle real-world problems in different organizational contexts.

This interactive presentation is designed to be informative and actionable, offering insights into how finance departments can utilize technology and AI to improve their operations.

Speakers' bio:

Mark Sue

Meet Mark Sue, trusted finance partner and operational team member who helps turn a start-ups vision into an operations plan and drives results.  Mark has an engineering and finance background, foundational skills from top Wall Street Investment Banks, and significant experience in driving growth for venture-backed start-ups.  

Mark has spent his career  guiding companies to achieve their strategic goals through effective financial planning and a focus on performance metrics.  He has successfully supported  Series A, B, and C software companies with investor positioning, budget planning, and closing equity and debt financing.

Mark is known for his ability to create informative KPIs and guides for the management team to track progress on a regular cadence, to measure  attainment vs. targets.  Mark also incorporates benchmark data in his internal presentations and charts the course for  companies to premium equity valuations relative to their peer group. 

Mark collaborates with sales and teams across the organization to drive results.  Mark has supported GTM initiatives and marketing efforts and ties it all into financial modeling and customer acquisition strategies to help start-ups drive growth efficiently.  In addition to the accounting system setup, financial reporting, and board packet preparation, Mark also enjoys building teams closely to develop team members in accounting and finance.

Adriana Odice

 Adriana Odice, CPA

Adriana is a seasoned accounting professional with passion for process improvement and workflow efficiency.  Throughout her 36-year she’s developed, managed and audited accounting policies and procedures for a number of businesses, large and small, across a span of industries including telecommunications, steel, government offices & municipalities, technology services, private foundations and non-profit organizations. 

As part of the generation that witnessed technology’s impact on the accounting industry itself, Adriana actively participated in the development, testing and implementation of accounting systems that transitioned processes dependent on “green” ledger paper into concise, systematic & logic-driven workflows that shortened time-lines, reduced and/or eliminated redundancies and increased efficiencies across all accounting functions.  The results were improved data collection, shorter closing cycles and more timely financial reporting to business owners used to identify positive (& negative) trends to better manage their business and address challenges.

Adriana’s approach to process improvement is utilize technology that answer’s the question: “What’s the  problem we want to solve?”  As the VP of Finance for Wellmore, Inc., a behavioral health and substance use provider in western Connecticut, Adriana utilizes technology to ensure funding dollars are utilized efficiently to maintain compliance with state, federal and local governing sources while meeting program objectives.  This includes evaluating current technological trends, such as A.I. technology, to determine their impactfulness in identifying “the problem” and solutions to “solve it”.