NYC'25

AI Everywhere: Transforming Data, Empowering People

Dive into how AI empowers audit and finance leaders transform data into insights that drive trust and growth

October 1-2, 2025
The Times Center,
New York
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5+

Countries

30+

Sessions

6+

Industry Tracks

You'll be in good company

Last year's attendees

Speakers

Alex Maher
Senior Director - Product at DataSnipper
Aman Kaur
Sales Manager at DataSnipper
Ankeet Dedhia
Managing Director - AI Transformation at Microsoft
Anthony C. Charilas
Audit & Assurance Senior Manager at Deloitte
Ameer Muhammad
Sr. Director Sales, Corporates at DataSnipper
Bas Willems
VP Corporate & Product Marketing
at DataSnipper
Carrie Bosworth
Chief Revenue Officer at DataSnipper
Cassidy Hockin
Articling Accountant at MNP
Chris Ortega
CEO at Fresh FP&A
Drew Pfeifer
SVP Audit, M&A and AI at Celsius
Gina Buckner
Chief Audit Executive at JetBlue
Jessie Kanter
Partner in Charge of Assurance Innovation and Methodology at Citrin Cooperman
Lexy Kessler
Chair, AICPA and the AssociationPartner, Assurance Services | Audit, Aprio Advisory Group, LLC
Mike Levy
CEO at Cherry Hill Advisory
Mitch Krzyzek
Consultant – Audit Enablement & Risk Advisory at The Jackson Laboratory
Olivia Hunt
Accountant, Financial Reporting and Accounting
Omoshalewa Muhammed
IT Risk & Compliance Consultant at Forvis Mazars US
Parthiv Doshi
Internal Audit Consultant at Synaptics
Robert Boun
Senior Vice President - Assistant Controller
Remco de Vries
VP Demand at DataSnipper
Terence Artus Jr
Director at Citrin Cooperman
Thilo Richter
VP Product & Engineering at DataSnipper
Vidya Peters
CEO at DataSnipper
Vidhya Darshan Batra
Sr. Partner Enterprise Risk Consulting at Genpact
Aadesh Gandhre
Managing Director and General Auditor at DTCC

Agenda

Day 1
Day 2
11:30 AM - 1:00 PM
1 hour 30 min
The Hall
Brunch & Registration
1:00 PM – 1:05 PM
5 min
The Stage
Welcome & Opening Remarks
Ameer Muhammad
Sr. Director Sales, Corporates at DataSnipper
1:05 PM – 1:25 PM
20 min
The Stage
Keynote - Opening
Vidya Peters
CEO at DataSnipper
1:25 PM – 1:55 PM
30 min
The Stage
Keynote - Product Updates
Thilo Richter
VP Product & Engineering at DataSnipper
1:55 PM – 2:25 PM
30 min
The Stage
The Future of Audit in the Age of AI & Automation
Remco de Vries
VP Demand at DataSnipper
Lexy Kessler
Chair, AICPA and the AssociationPartner, Assurance Services | Audit
Aprio Advisory Group, LLC
15 min Transition Break
2:40 PM - 3:40 PM
1 hour
Breakout: Eliminating Friction: Smarter Audit Requests and Document Analysis in Financial Services
The Stage
Join Robert Boun from Walker & Dunlop as he shares how financial services teams are reducing manual work and streamlining compliance workflows with AI-powered tools. Learn how smarter audit requests and intelligent document analysis can eliminate friction, improve accuracy, and free up time to focus on higher-value work.
‍(Earn 1 CPE credit from this session)
‍
Robert Boun
Senior Vice President - Assistant Controller at Walker & Dunlop
Olivia Hunt
Accountant, Financial Reporting and Accounting at Walker & Dunlop
Breakout: The ROI of Automation: Real Metrics, Real Impact
The Hall
As automation and AI tools become more embedded in financial workflows, organizations are under growing pressure to demonstrate their true value. This panel features finance and audit leaders sharing how they've measured the real ROI of automation—from efficiency gains and cost savings to enhanced insights and risk reduction. Attendees will gain practical frameworks for quantifying impact and learn strategies for effectively communicating results to internal and external stakeholders.
(Earn 1 CPE credit from this session)
Mitch Krzyzek
Consultant – Audit Enablement & Risk Advisory at The Jackson Laboratory
2:40 PM - 3:10 PM
30 min
Soapbox: Innovation in Action: How Audit Creates Value Beyond Assurance
The Lobby
Aadesh Gandhre
Managing Director and General Auditor at DTCC
3:10 PM - 3:40 PM
30 min
Soapbox: Agentic AI for Finance : The Frontier Firm Journey
The Lobby
We’re entering the age of the agentic enterprise, where AI agents act as trusted collaborators across every role and device. This session explores how frontier firms are fusing human judgment with AI to scale faster, work smarter, and build secure, compliant, outcome-driven solutions across financial services.
Ankeet Dedhia
Managing Director - AI Transformation at Microsoft
20 min Transition Break
4:00 PM - 5:00 PM
1 hour
The Stage
Harnessing advanced Artificial Intelligence for a smarter, digital audit
Harnessing advanced AI" AI is redefining the audit—sharpening insights, streamlining processes, and empowering auditors to focus on what matters most. In this session, Deloitte explores the evolution of AI within Audit & Assurance, from the early foundations of Omnia to the emerging era of GenAI and AI Agents. Discover Deloitte’s vision for the future of digital audit, built on its Trustworthy AI Framework and commitment to responsible, human-centered innovation.
Anthony C. Charilas
Audit & Assurance Senior Manager at Deloitte
5:00 PM - 6:00 PM
1 hour
The Lobby
EMPWR Hour & AI Digital Playground
6:30 PM - 8:30 PM
2 hours
Chelsea Piers
AI After Par-Tee
The AI After Par-Tee is where innovation, networking, and fun all come together. Hosted by Protiviti and DataSnipper, this exclusive evening brings together Connect’25 attendees, industry leaders, and peers for a relaxed night of conversation and connection.

*Spots are limited, RSVP to claim yours now!
Register
08:00 AM - 09:15 AM
1 hour 15 min
The Hall
Walk-in Breakfast
09:15 AM to 09:30 AM
15 min
The Stage
Welcome & Opening Remarks
Ameer Muhammad
Sr. Director Sales, Corporates at DataSnipper
10:05 AM - 10:35 AM
30 min
The Lobby
9:35 AM - 10:05 AM
30 min
The Lobby
9:35 AM - 10:35 AM
1 hour
Multiple stages
Panel: The Buyers' Guide: What to Look for When Evaluating New Technology
The Hall
With a growing landscape of tools promising to streamline financial processes, choosing the right technology requires more than just comparing features. This session offers a practical framework for evaluating new solutions—from aligning with organizational goals to assessing scalability, security, and user adoption. Attendees will gain insights into building a business case, navigating stakeholder buy-in, and avoiding common pitfalls in the buying journey.Join Robert Boun from Walker & Dunlop as he shares how financial services teams are reducing manual work and streamlining compliance workflows with AI-powered tools. Learn how smarter audit requests and intelligent document analysis can eliminate friction, improve accuracy, and free up time to focus on higher-value work.
(Earn 1 CPE credit from this session)
Mike Levy
CEO at Cherry Hill Advisory
Terence Artus Jr
Director at Citrin Cooperman
Breakout:  Sharpening Risk Instincts with through AI-driven experiences
The Stage
Fast-paced, interactive risk management simulation powered by AI—designed for finance, audit, and risk professionals. You’ll take on the role of a company’s leadership team facing a sudden business disruption. Using live audience voting, you’ll make key decisions under pressure while balancing financial, operational, and reputational risks. This AI-driven experience challenges your instincts, sharpens risk awareness, and shows how decisions play out in real time—complete with surprises, trade-offs, and realistic consequences.
Maarten Schreuder
AI Experiences Leader at Protiviti
Lonzo Jackson
Director of Technology Risk, Security, and Resilience at Protiviti
Rob Grondhuis
Sr. Manager Technology Consulting at Protiviti
Soapbox: Trusting the Numbers: Why Traceability is the Missing Link in AI Adoption
As firms race to embrace AI in audit and accounting, one obstacle stands out: trust. The challenge isn’t the power of the models—it’s the lack of governance and traceability. Without clear guardrails, AI risks undermining accuracy and compliance instead of strengthening it. This session will explore why end-to-end traceability is essential for safe, scalable AI adoption in finance. Attendees will learn how DataSnipper ensures audit integrity by linking every output back to its source, enabling firms to harness AI’s speed without sacrificing reliability.
Chris Ortega
CEO at Fresh FP&A
Soapbox: Why Now is the Time to Switch: The Power of an AI-Powered PBC
Omoshalewa Muhammed
IT Risk & Compliance Consultant at Forvis Mazars US
Alex Maher
Senior Director - Product at DataSnipper
10 min Transition Break
10:45 AM - 11:15 AM
30 min
The Stage
Building a Modern Audit Organization at JetBlue Airways
Discover how JetBlue Airways is transforming its audit function to meet the demands of today’s fast-changing business environment. In this fireside chat, Gina Buckner (CAE), will share their journey in building a modern audit organization—one that leverages technology, data, and innovation to strengthen oversight, drive efficiency, and add greater value to the business. Attendees will gain practical insights into the strategies, and cultural shifts that are redefining the role of audit in a modern enterprise.
Gina Buckner
Chief Audit Executive at JetBlue
Ameer Muhammad
Sr. Director Sales, Corporates at DataSnipper
11:15 AM - 11:45 AM
30 min
The Stage
Fireside Chat: From Purchase to Partnership: How Strategic Collaboration Fuels Growth
This fireside chat brings together leaders from Genpact and DataSnipper to share the story behind their new partnership. We’ll explore purchasing decisions, how they lead to competitive advantages, and how it supports future growth for both parties involved. Most importantly, we’ll look at how this collaboration elevates value for customers and strengthens both organizations.
Vidhya Darshan Batra
Sr. Partner Enterprise Risk Consulting at Genpact
Carrie Bosworth
Chief Revenue Officer at DataSnipper
11:45 AM - 12:45 PM
1 hour
The Stage
2026's Top Audit and Finance Trends
As we enter the final quarter of 2025, what are the defining trends shaping audit and financial services this year? This session distills the noise into a clear picture of what’s really happening: the actual pace of AI adoption, the evolving profile of the modern auditor, the must-have skills for the profession, and how forward-thinking firms are adapting their people and processes to stay ahead. Attendees will leave with practical insights they can act on as they plan for the year ahead.
(Earn 1 CPE credit from this session)
Aman Kaur
Sales Manager at DataSnipper
Drew Pfeifer
SVP Audit, M&A and AI at Celsius
Parthiv Doshi
Internal Audit Consultant at Synaptics
Jessie Kanter
Partner in Charge of Assurance Innovation and Methodology at Citrin Cooperman
Cassidy Hockin
Articling Accountant at MNP
12:45 PM - 2:30 PM
1 hour 45 min
The Hall
Make It Count Lunch + Audit Awards
Audit Awards 2025. winners will be invited on stage to receive their trophy and share a few words during their moment of recognition.
Bas Willems
VP Corporate & Product Marketing
at DataSnipper
2:30 PM +
Closing

CPE certification at DataSnipper Connect  is being administered by Carahsoft Technology Corp. Carahsoft is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of the National Registry of CPE Sponsors. State boards of accountancy have final authority in the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.

See you soon at Connect’25!

For the AI inclined to gather in New York City

English (United States)
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