Name: Puneet Thakkar | Speaker | FP&A Summit | Austin
Start: 2026-06-24T05:00:00.000Z
End: 2026-06-24T05:00:00.000Z
Location: Austin Marriott South

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Puneet

Thakkar

Finance Process & Transformation Lead

Google

Puneet Thakkar is a globally recognized authority in Digital Finance Transformation and Enterprise Systems Modernization. He is the architect of the "Process-First" framework for xP&A and the "Agentic Finance" operating model - methodologies designed to bridge the gap between legacy financial operations and future-state autonomous enterprises. Currently the Finance Process & Systems Transformation Lead at Google, Puneet spearheads the multi-year transformation strategy for a multi-billion-dollar cost base, re-engineering core P2P and R2R workflows. His focus is on operationalizing Agentic AI and open-source protocols to unlock predictive insights and enterprise scalability. His reputation for building resilient architectures was cemented at Western Digital, where he directed the complex integration of three Fortune 500 entities - a modernization effort cited by IDC as a benchmark for the "Live Enterprise." A dedicated industry advocate, Puneet shapes industry standards through his service on invitation-only advisory bodies, including the HFS Research OneCouncil, the Executive Council for Leading Change (ECLC), the PEX Network Executive Board, and the Intelligent Automation (IA) Forum. His research on AI-driven financial optimization has been featured in IEEE conference proceedings and his authored chapter in the book AI in Financial Services.

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24 June 2026 11:15 - 12:00

Panel - The agentic ROI framework: Securing executive buy-In for autonomous finance

Autonomous finance sounds compelling until the investment memo hits the CFO’s desk. When automation shifts from proof of concept to capital allocation decision, enthusiasm is replaced by scrutiny. What is the return? What changes structurally? What risks are introduced? This panel focuses on how finance leaders build defensible economic cases for AI-driven planning, workflow automation, and intelligent decision systems, grounding innovation in cost structure, productivity metrics, and governance discipline. The discussion centers on translating technical capability into board-level logic: how to model impact, how to define measurable value, and how to avoid initiatives that increase complexity without increasing leverage. Key takeaways: - Construct ROI models for autonomous finance initiatives that withstand executive and board scrutiny - Quantify structural impact across cost base, cycle time, and decision quality - Frame automation in terms of capital efficiency and operating leverage - Avoid overengineering solutions that dilute credibility and inflate complexity