What to Expect
Join MindBridge for our 6th Annual Vision Conference and discover how leading finance and audit organizations are preparing for an AI-driven and autonomous future. Hear from industry experts, customers, and MindBridge leaders as they share practical insights, product innovations, and real-world strategies for strengthening financial oversight and modernizing assurance.
- Customer stories and practical lessons from leading organizations
- Product innovation updates and a first look at what's coming next
- Dedicated tracks for Enterprise Finance and Audit & Assurance
- Eligible for CPE credits
Speakers
Our visionary keynotes and sessions are lead by the brightest innovators, including industry practitioners, subject matter experts, and MindBridge leadership.
Mark McDonald
Founder and Managing Principal
Finance Next
Raj Patel
VP of AI Transformation
Holistic AI
Jeff Kovacs
President
Citrin Cooperman & Company LLP
Calvin Harris
Chief Executive Officer (CEO)
NYCPA - The New York State Society of CPA
Fernando Cortés
Revenue Accounting Leader
Turo
Les Rechan
Chief Executive Officer (CEO)
MindBridge
Mike Maziarz
Chief Product & Marketing Officer (CPMO)
MindBridge
Rachel Kirkham
Chief Technology Officer (CTO)
MindBridge
Wenzel Reyes
Head of AI Governance and Industry Engagement
MindBridge
TJ Smith
Director, Strategy & Partnerships
MindBridge
Sarah McGinnity
Audit & Assurance Practice Leader
MindBridge
Dana Williams
Principal Product Marketing Manager
MindBridge
Michelle Wong
Director of Value Architecture
MindBridge
Ben Syme
Senior Product Manager
MindBridge
Gbemi Ogunkua
Product Manager
MindBridge
Tom Regan
Lead Product Manager
MindBridge
Fiona Yan
Product Manager
MindBridge
Agenda
10:00 - 11:00am
Governing with Confidence in an Agentic Future
Presented By:
Les Rechan, Chief Executive Officer (CEO), MindBridge
Mike Maziarz, Chief Product and Marketing Officer (CPMO), MindBridge
Rachel Kirkham, Chief Technology Officer (CTO), MindBridge
11:00 - 12:00pm
Rethinking AI Governance: How Finance Teams Can Build Trust and Accelerate Adoption
Despite widespread AI adoption, finance and accounting teams continue to struggle to realize its promised benefits. Emerging research suggests the hurdles are not the technology itself, but how it is governed. In this session, Mark McDonald from Finance Next will explain why a lack of direction, trust, and security stalls AI value and why human-in-the-loop review falls short of expectations. Attendees will learn effective governance actions and emerging best practices that they can implement today to create reliable AI-driven operations. The session concludes with forward-looking guidance on how AI can automate controls and routine governance tasks and what that means for the evolving role of finance.
11:00 - 12:00pm
The Agentic Assurance Shift: How MindBridge and Holistic AI are Advancing AI Governance and Testing
Despite widespread AI adoption, finance and accounting teams continue to struggle to realize AI’s promised benefits. Emerging research reveals that the hurdles are not the technology itself, but rather how we govern it. While human-in-the-loop is popularly promoted as the silver-bullet solution to perceived AI shortcomings, it fails and unexpectedly erodes the quality of financial review rather than improving it.
This session shows that a lack of direction, trust and security are the root causes behind stalled AI value. To address these hurdles, we will present a series of simple and effective governance actions that teams can implement today. Attendees will learn the non-intuitive and minimally viable governance elements that lead to reliable AI-driven operations that have a clear purpose, are trustworthy and safe.
Finally, this session offers finance and accounting leaders a forward-looking governance method that uses AI not only to reliably automate daily operations and their controls, but also to automate the routine tasks of finance and accounting governance.
Raj Patel, VP of AI Transformation, Holistic AI
Wenzel Reyes, Head of AI Governance and Industry Engagement, MindBridge
12:00 - 1:00pm
The Future of Finance, Accounting & Assurance: A Fireside Chat with Calvin Harris, CEO of the NY CPA Society
The accounting profession is at an inflection point; AI, changing talent pipelines, and evolving client expectations are reshaping what “practice” means. In this fireside conversation, TJ Smith, Director, Strategy & Partnerships sits down with Calvin Harris, CEO of the New York State Society of CPAs, to unpack where the profession is headed and what leaders need to do about it now. The discussion covers three areas: how the nature of practitioner work is shifting and who (or what) will be doing it; the skills gap emerging between today’s CPA training and tomorrow’s demands, and how the profession can close it; and practical frameworks leaders can use to manage workforce transformation without losing institutional knowledge or public trust. Attendees will leave with a clearer view of the forces reshaping the profession and concrete starting points for leading their own teams through the transition.
Calvin Harris, CEO of the New York State Society of CPAs
TJ Smith, Director of Strategy and Partnerships, MindBridge
1:00 - 2:00pm
Financial Oversight at Scale: How Turo Turns Risk Insights into Action
Identifying an unusual transaction is only the beginning. In this session, Fernando Cortés, Manager of Revenue Accounting at Turo, will share how Turo uses MindBridge to focus its review of millions of monthly transactions, investigate potential issues, and turn financial risk signals into action. Together with a MindBridge expert, Fernando will explore what the team has learned, how its approach has changed, and how financial insights are helping Turo collaborate across accounting, customer service, engineering, and other parts of the business. The session will combine strategic lessons with practical guidance that finance teams can apply to their own programs.
Fernando Cortés, Manager of Revenue Accounting at Turo
Michelle Wong, Director of Value Architecture, MindBridge
1:00 - 2:00pm
Transforming Audit: Where AI Changes the Economics, not Human Judgment
Public accounting firms are driving to improve quality, increase engagement efficiency, and respond to client environments that are becoming more automated and complex. The question is no longer whether AI will change the profession. It is how firms can use technology to change the economics and execution of audit without compromising the professional judgment at its core.
In this executive conversation, Jeff Kovacs, President of Citrin Cooperman, explores what that transition looks like from the perspective of a firm navigating it today. The discussion will examine where AI and full-population financial analysis can change the audit lifecycle, how firms can focus people and judgment on the areas of greatest risk, and what leaders must get right to turn technology investment into better audit quality and stronger engagement economics.
Jeff Kovacs, President of Citrin Cooperman
Sarah McGinnity, Audit and Assurance Practice Leader, MindBridge
2:00 - 3:00pm
What’s New & What’s Next: The MindBridge Product Roadmap for Enterprise Finance
See what’s new and get an exclusive look at what’s coming next for MindBridge. We’ll showcase recently released innovations and preview the product investments shaping the future of AI-powered financial oversight. Explore how MindBridge is evolving to help finance, controls, and audit teams see risk earlier, turn insights into action, and build more continuous, intelligent oversight across the enterprise.
2:00 - 3:00pm
What’s New & What’s Next: The MindBridge Product Roadmap for Audit & Assurance
See what’s new and get an exclusive look at what’s coming next for MindBridge. We’ll showcase recently released innovations and preview the product investments shaping the future of AI-powered audit and assurance. Explore how MindBridge is evolving to help firms focus audit effort where it matters, turn risk intelligence into action, and bring AI into more of the audit lifecycle.