Request more info

Register now

Call to action
Your text goes here. Insert your content, thoughts, or information in this space.
Button

Back to speakers

Ami
Patel
Associate Director of Finance
RoslinCT
Ami Patel is a CPA and finance leader based in Greater Boston with over a decade of experience across FP&A, budgeting, forecasting, and financial reporting within complex organizations. Throughout her career, Ami has focused on bridging the gap between technically accurate financial analysis and actionable business insights. She specializes in building models, reporting frameworks, and variance analyses that are accessible to non-financial stakeholders and help drive better operational decisions. Her experience spans industries where finance is deeply connected to operational complexity, including senior living, healthcare real estate, and asset-heavy environments. She is particularly passionate about solving challenges at the intersection of financial performance, operational drivers, and strategic decision-making — from census dynamics and labour economics to payor mix and regulatory pressures. More recently, Ami has been exploring the practical impact of AI on the finance function, focusing on how emerging technologies can improve efficiency while preserving the critical judgement and expertise that finance professionals bring. She is interested in how finance teams can adapt to a future where data complexity, business partnership, and operational insight are increasingly intertwined.
Button
29 October 2026 12:00 - 12:45
Interactive roundtable discussions
Four discussions will run in parallel - choose the discussion you want to join. Each conversation will be guided by the roundtable moderator, this is your chance to connect and candidly discuss the biggest challenge you're navigating right now. Expect 30 mins of deep-dive discussion, then a quick round robin to hear the key talking points from the other tables. - AI in FP&A: moving beyond the hype to real business impact - with Ami Patel - Data quality and governance - with Anitha Bala - Strategies for Partnering with Vendor Solutions: Building Criteria That Work from Analyst to CFO - Esel Shemmeri - Financial Governance for AI Investments - Capital Allocation and Performance Evaluation - Soureesh Ghosh
29 October 2026 13:45 - 14:15
Your playbook for turning financial insight into executive action with AI-powered visualisation
Finance teams have never had more data at their fingertips, yet too often valuable analysis fails to influence the decisions that matter most. Lengthy reports, complex dashboards, and endless metrics can overwhelm business leaders, leaving critical insights overlooked. The most effective FP&A teams understand that their value isn't measured by the quality of their reports, but by their ability to drive action. This session explores how finance leaders can transform analysis into influence. Discover practical techniques for communicating with impact, presenting financial insights that resonate with executive audiences, and strengthening business partnerships across the organization. Learn how to move beyond reporting to become a trusted strategic advisor that helps shape decisions, drive alignment, and deliver measurable business outcomes. Key takeaways: - Communicate financial insights more effectively by presenting data in ways that inspire action rather than information overload. - Strengthen executive influence by developing the communication and business partnering skills that position FP&A as a trusted strategic advisor. - Turn analysis into measurable business impact by focusing on the insights, narratives, and recommendations that drive better decision-making.