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Conference
4 CREDITS
Foundation

Manufacturing Innovation 2025: Finance Transformation

Event Details
May 6, 2025   – 
May 7, 2025   – 
Cleveland, OH
Cleveland Marriott Downtown at Key Tower
Event Contact

May 6

Tue, May 6  6:00pm - 8:30pm EDT

Networking Reception

Connect with fellow attendees while dining on light bites.

May 7

Wed, May 7  8:00am - 9:00am EDT

Breakfast

East Foyer

Join fellow attendees and start the morning strong with light breakfast fares and coffee.

Wed, May 7  9:00am - 9:05am EDT

Welcome Remarks

Salon E

The conference will feature breakout opportunities and diversified conversations. Let us guide you through the logistics to commence.

Ralph Gaillard

Ralph Gaillard

Managing Director, Finance Leadership Community, Manufacturers Alliance

Ralph Gaillard currently serves as Managing Director of the Finance Leadership Community at the Manufacturers Alliance. He is the Council Director for the Tax, Corporate Controller, Treasury, and Financial Planning & Analysis Councils. He has spent over 20 years as a learning and development leader designing and facilitating executive-level educational experiences.

Before joining the Manufacturers Alliance, Ralph served as the Chief Learning Director for the Illinois CPA Society and as the Director of Virtual Training and Education for the National Safety Council. Ralph received a Master’s degree in Education, with honors, from the University of Massachusetts Boston and a Bachelor’s of Arts degree in U.S. History from The Catholic University of America in Washington, D.C.

Wed, May 7  9:05am - 9:45am EDT

Economic Update for Manufacturers

Salon E

In an era of global uncertainty, supply chain disruptions, and shifting economic policies, manufacturers must stay ahead of economic trends to remain competitive. This session will provide an update on the latest economic indicators, inflation trends, labor market conditions, and government policies impacting the manufacturing sector. 

Susan Helper

Susan Helper

Frank Tracy Carlton Professor of Economics at Weatherhead School of Management, Case Western Reserve University

She served as the Chief Economist of the U.S. Department of Commerce from 2013-2015, and as Senior Economist at the White House Council of Economic Advisors in 2012-2013.

Her research focuses on this question: When supplies and customers or management and labor collaborate, how does it shape the economy? Currently, she is looking at how global supply chains affect regional development and innovation. She is also examining a paradox in regional economic development. While the world is becoming more “flat” with goods and money flowing ever more quickly around the globe, local “clusters" of production in places such as Silicon Valley remain important. Helper has numerous publications in refereed journals such as Journal of Economic Perspectives, Industrial and Corporate Change, American Economic Review, Journal of Economics and Management Strategy, and Industrial and Corporate Change. She is a member of the editorial review board for Strategic Management Journal.

Over the past ten years, she has served as chair of the Case Western Reserve Economics Department and the AT&T Professor of Economics; International Visiting Fellow at Said School of Management, University of Oxford; and Visiting Scholar, Institute of Industrial Relations, University of California, Berkeley. She received her PhD from Harvard University and her BA from Oberlin College.

Wed, May 7  9:45am - 10:30am EDT

Keynote: Digital Transformation in Manufacturing

Salon E

The future of manufacturing is being redefined by digital transformation, with AI, automation, and advanced analytics driving unprecedented efficiency and strategic decision-making. From streamlining financial reporting and profitability analysis to enhancing cost allocation and real-time forecasting, manufacturers are leveraging smart technologies to stay ahead in a rapidly evolving landscape. However, adopting these technologies effectively requires careful navigation of governance requirements and a focus on achieving sustainable returns. Join Grant Thornton for an in-depth exploration of the latest trends shaping manufacturing’s digital future. Discover how AI-powered automation and data-driven insights can enhance financial planning, increase visibility, and drive strategic growth. Hear from industry leaders as they share practical examples of integrating digital solutions into financial operations. Don’t miss this opportunity to equip your organization for success in the evolving manufacturing landscape.

Seth Chaikin

Seth Chaikin

Principal, Technology Modernization Services, Grant Thornton Advisors LLC

Seth is a Principal with Grant Thornton Advisors, LLC in the Technology Modernization group, and the global leader of the JD Edwards practice. Seth leads a team of onshore and offshore functional and technical JD Edwards practitioners, working closely with clients on implementations, optimizations and upgrades, with a focus on business process automation and transformation. He has over 26 years of consulting experience, across a diverse set of industry and public sector clients, with over 18 years focused on JD Edwards projects. Seth’s primary focus in on providing leadership, quality assurance and planning and program management for multi-faceted JD Edwards and Information Technology projects. Seth spent 12 years implementing several of the JDE modules, including Distribution and Manufacturing, Financials, Fixed Assets, Equipment Maintenance, Equipment Billing and Service Billing, before moving into project management and ultimately taking on the leadership of the practice. Seth also has extenstive experience with IT roadmaps / phased rollouts of technology across organizations, business process reengineering and system architecture design.  

Prior to Grant Thornton, Seth started his career with a Big 4 accounting firm in the consulting practice, then joined MarketSphere’s JD Edwards practice and was responsible for leading and delivering projects, practice development, solution design and staff management. MarketSphere was acquired by Grant Thornton in 2013.

Kelly Schindler

Kelly Schindler

National Managing Principal, Manufacturing Industry, Grant Thornton Advisors LLC Partner, Audit Services, Grant Thornton LLP

Kelly Schindler is the Head of the Manufacturing Industry, and an Audit Partner based in the Saint Louis office. In her leadership role, she oversees the growth and operations of the firm’s Manufacturing industry, which encompass a full range of audit, assurance, tax, and advisory services. She also regularly visits domestic and international offices to meet with manufacturing clients and prospects, providing industry insights, identifying solutions to client challenges, and fostering connections between manufacturing companies to share best practices and network.

Kelly has been with Grant Thornton since 2011 and has more than 20 years of experience in public accounting. Before joining Grant Thornton, Kelly was a senior manager at another large professional services firm, where she managed several domestic and international public and private company engagements. She also worked overseas during the rollout of the International Financial Reporting Standards (IFRS) and led global trainings on how to implement effective inventory cycle counts at large, international companies.

Kelly plays a key role in educating the firm's professionals on the latest industry developments, including tax regulations, international business practices, workforce dynamics, and supply chain management. Kelly is also a board member of the National Association of Manufacturers, where she works to bolster the association’s leadership in policy advocacy, legal action, workforce solutions and operational excellence.

Kelly is a CPA in Missouri and Iowa and a member of the AICPA. She is also a member of Women in Manufacturing, both locally and nationally, and serves on Missouri State University’s Advisory Board.

Wed, May 7  10:30am - 11:00am EDT

Networking Break

Take a moment to ask follow up questions to those around you and grab the latest refreshments.

Wed, May 7  11:00am - 11:45am EDT

Breakout Discussions Track 1: Getting Your Data Ready for AI

Salon F

Curious about how others in your role are handling the change? We'll be transitioning into smaller group discussions so attendees can dive into greater details pertinent to their role. 

This track is designed for those looking to make the conversion to state-of-the-art AI platforms, but haven't nailed down how to wrangle existing data. Join Armanino Advisory LLC's Amy Julian, Partner, and Steven Wise, Senior Manager, to hear about their best strategies for manufacturers planning to make the switch.

Amy Julian

Amy Julian

Partner, Armanino Advisory LLC

A business process transformation strategist with specialization in sourcing, procurement, supply chain planning and negotiation, Amy leverages insights across data, tools, people and processes to recommend changes and lead hands-on transformations. She helps clients with projects involving M&A-related changes, functional redesigns, business leadership for system integrations and change management.

Industries served include manufacturing, consumer business, food and beverage, life sciences and professional services.

Steven Wise, Armanino

Steven Wise

Senior Manager, Armanino Advisory LLC

Steven Wise is a seasoned Data and AI leader with deep expertise in architecting modern analytics solutions for organizations using the Microsoft Azure suite of tools. He specializes in guiding clients through data modernization, ERP integration, and AI-driven decision-making. Steven has led pre-sales and solution architecture teams, helped align technical strategies with business goals, and execute against those goals. His focus on scalable design, rapid deployment, and measurable impact makes him a trusted advisor for manufacturers navigating digital transformation.

Wed, May 7  11:00am - 11:45am EDT

Breakout Discussions Track 2: AI, Automation, and Assurance: Building a Strong Audit Framework for High-Tech Finance

Salon G

Curious about how others in your role are handling the change? We'll be transitioning into smaller group discussions so attendees can dive into greater details pertinent to their role. 

As AI, automation, and advanced financial tools reshape accounting, reporting, and decision-making, ensuring their reliability is more critical than ever. This session will explore how to audit a range of high-tech financial tools, including AI-driven analytics, robotic process automation (RPA), and predictive modeling software. Attendees will learn key risk-based audit techniques, control checkpoints, and best practices to assess accuracy, compliance, and security in a rapidly evolving digital finance landscape. Walk away with practical strategies to strengthen oversight and ensure these tools drive value while maintaining transparency and trust with PwC.

Bill Hemann

Bill Hemann

Director - Cyber, Risk & Regulatory, PwC

Jeff Sorensen

Jeff Sorensen

Partner, PwC

Wed, May 7  11:45am - 1:15pm EDT

Lunch Keynote: Unifying Financial and Operations Planning with OneStream's Digital Cloud

Salon E

Attendees will break for lunch at 11:45am ET, with an hour to chat with those around them and gather some cuisine until around 12:45pm ET when everyone rejoins to listen to OneStream's keynote.

In today's volatile economic landscape, manufacturing leaders need robust tools to navigate challenges and seize opportunities. Join us to discover how OneStream's digital cloud platform empowers Finance and Operational Leadership. Learn how integrated financial and operational data, along with AI-driven forecasting and budgeting, enhance accuracy and efficiency. Explore the benefits of Integrated Business Planning (IBP) in synchronizing strategic, operational, and financial planning. Real-world case studies will illustrate OneStream's transformative impact. Gain insights on leveraging AI for proactive risk management and strategic budgeting, ensuring agility and resilience.

Matt DeLise

Matt DeLise

Sales Specialist - AI and Operational Analytics, OneStream

Ken Schrock

Ken Schrock

Global Domain Lead for Integrated Business Planning, OneStream

Wed, May 7  1:15pm - 2:00pm EDT

Directed Roundtable Discussions

Salons F & G

Curious about how others in your role are handling the change? We'll be transitioning into smaller group discussions so attendees can dive into greater details pertinent to their role. These conversations are a highlight for attendees!

Wed, May 7  2:00pm - 2:45pm EDT

Capstone Session: Today's Learnings and Next Steps

Salon E

Following breakout discussions, we'll come back together as a group for one last discussion to discuss key takeaways from the expert-led sessions and peer conversations.

Ralph Gaillard

Ralph Gaillard

Managing Director, Finance Leadership Community, Manufacturers Alliance

Ralph Gaillard currently serves as Managing Director of the Finance Leadership Community at the Manufacturers Alliance. He is the Council Director for the Tax, Corporate Controller, Treasury, and Financial Planning & Analysis Councils. He has spent over 20 years as a learning and development leader designing and facilitating executive-level educational experiences.

Before joining the Manufacturers Alliance, Ralph served as the Chief Learning Director for the Illinois CPA Society and as the Director of Virtual Training and Education for the National Safety Council. Ralph received a Master’s degree in Education, with honors, from the University of Massachusetts Boston and a Bachelor’s of Arts degree in U.S. History from The Catholic University of America in Washington, D.C.

Wed, May 7  2:45pm - 3:00pm EDT

Closing Remarks

Salon E

Ask any remaining questions and follow up on new contacts as we wrap up for the day.