Fall Accounting Automation Summit
Wednesday, October 29, 2025 1–4 P.M. EST
Subject
Accounting		 Location
Online		 CPE Credits
3

This 3-CPE virtual summit, the FinQuery Fall Accounting Automation Summit, is designed to help accounting professionals navigate the shift from manual, time-consuming tasks to more strategic, high-value work. The three sessions will cover practical ways to implement new technologies and processes, helping you identify inefficiencies and discover the benefits of purpose-built automation.

  • AI as an Assistant: AI is not a replacement for accounting professionals, but a powerful assistant that can automate routine tasks and enhance your strategic capabilities.
  • Move Beyond Spreadsheets: Reliance on spreadsheets for complex tasks like ASC 842 compliance introduces hidden risks, inefficiencies, and increased audit scrutiny.
  • Invest in Automation: Automating key accounting processes is a strategic move that can improve internal controls, save time, and reduce financial risks.
  • Embrace Efficiency: We will provide actionable strategies to free up your time from manual data entry and error-checking.
  • Focus on Secure and Strategic Operations: Learn how to leverage new technologies securely to protect sensitive financial data and ensure compliance.

Agenda

October 29th, 2025, 1:00 – 4:00 PM ET

1:00 – 2:00 PM EST

Session 1

AI in Accounting Roundtable: Practical Use Cases & Advice from the Experts

SPEAKERS

Jake Jones, CPA, VP of Accounting, FinQuery
Bobby Alaimo, CPA, Sr. Manager, Accounting, FinQuery
Roy Keyes, Head of AI & ML, FinQuery
Valter Pinho, General Manager SAF-T, Sovos
Keith Ma, Managing Director, Riveron

2:00 – 3:00 PM EST

Session 2

Get Your Sheet Together: Conquering ASC 842 Without Spreadsheet Chaos

SPEAKER

Rachel Reed
Team Lead, Sr. Technical Accounting Manager, FinQuery

3:00 – 4:00 PM EST

Session 3

4 Hidden Costs of Manual Prepaid & Accrual Accounting

SPEAKER

Taylor Guthrie
Technical Accounting Consultant
FinQuery

Presenters

Jake Jones, CPA

VP of Accounting at FinQuery
Jake joined FinQuery as the Controller following a distinguished 9-year tenure with Cherry Bekaert. In his role at FinQuery, he collaborates closely with the CFO and the accounting team, spearheading the implementation of best-practice processes and controls.

Bobby Alaimo, CPA

Sr. Manager, Accounting at FinQuery
Bobby Alaimo obtained both his bachelor's of business administration and masters of accountancy from the University of Georgia.

Roy Keyes

Head of AI & ML at FinQuery
Roy has worked in the tech industry for more than a decade, focusing on data science, machine learning, and artificial intelligence.

Rachel Reed

Team Lead, Sr. Technical Accounting Manager at FinQuery
Rachel’s experience includes working in the audit practice at Ernst & Young (EY).

Taylor Guthrie

Technical Accounting Consultant at FinQuery
Taylor earned a Bachelor’s degree in accounting from Lynchburg College.

Valter Pinho

General Manager SAF-T at Sovos
Valter works within the Strategy organization on Data and AI initiatives for compliance and digital reporting.

Keith Ma

Managing Director at Riveron
Keith specializes in guiding technology companies through the complexities of public offerings.

Session 1

Description

Your Job Isn’t Going Away. It’s About to Get an Upgrade.

AI is transforming every industry, and accounting is no exception. Join us for a roundtable discussion where a panel of experts will cut through the noise and show you exactly how they’ve leveraged AI to enhance their role, not replace it.

Learning Objectives

  • Leverage AI for Technical and Administrative Tasks: Learn how to use AI to streamline technical research, draft complex memos, and optimize Excel formulas.
  • Automate Tedious Workflows: Discover how accounting automation solutions can eliminate repetitive tasks.
  • Improve Data Analysis and Forecasting: Understand how AI can analyze vast datasets.
  • Practice Secure AI Tool Usage: Learn best practices for using AI tools securely.

Time

1:00- 2:00 PM EST

Session 2

Description

During this session, our expert will review basic requirements for lease accounting under ASC 842 and highlight the potential risks associated with using spreadsheets.

Learning Objectives

  • Review key requirements for lease accounting.
  • Identify hidden risks when using Excel.
  • Explore the benefits of purpose-built lease accounting software.

Time

2:00 – 3:00 PM EST

Session 3

Description

This session will expose the hidden costs associated with manual prepaid and accrual accounting.

Learning Objectives

  • Identify the four key hidden costs associated with manual accounting.
  • Understand the financial repercussions of undetected errors.

Time

3:00 – 4:00 PM EST

CPE Details

Details

  • Program level: Basic
  • Prerequisites: N/A
  • Advance preparation: None
  • Delivery method: Online
  • Recommended CPE credit: 3 hours
  • Field of study: Accounting

Who Should Attend

This summit is designed for a wide range of finance professionals, including accountants, accounting managers, VPs, controllers, CFOs, and firm partners interested in the practical application of AI in their work.