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CFO Leadership Forum: Reimagine Finance with Modern Technology, AI, and Analytics

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Finance is at the tipping point of a transformational shift, where technology and data-driven insights are redefining how financial leaders secure their organizations for the future. Are you ready to stay ahead of the curve?

Join us for an exclusive CFO Leadership Forum, hosted by Arctic IT and KeyBank, where we’ll explore the latest innovations shaping the financial landscape. This event brings together the area’s top finance executives for a discusson on the latest tools, trends, and strategies that will define the next era of financial leadership.

DATE: Wednesday, May 14, 2025
TIME: 2-5pm AKDT
ADDRESS: Petroleum Club of Anchorage, 3301 C St #120, Anchorage, AK 99503

Registration deadline is May 7th. This event is free to attend for finance and business leaders.

Why you should attend: 

  • Gain cutting-edge insights on finance and banking technology
  • Strengthen your financial security & compliance strategy
  • Network with Anchorage’s top financial leaders & industry experts
  • Take away actionable strategies for immediate impact

Event agenda:

1:45pm | Doors Open

Please check-in at the registration desk upon entry.

2-2:30pm | Welcome and Keynote Address by Julie Mormon, COO, Doyon Limited

Explore how organizations can successfully navigate change, manage the risks of inaction, and unlock growth by moving beyond the status quo. Discover practical insights on leading transformation and building a future-ready business.

2:30pm-3pm | Tech Showcase: Next-Gen Finance – Embedded Banking & Automation in Action

This fast-paced tech showcase dives into how modern technology and data analytics are revolutionizing financial operations, empowering businesses to streamline processes, make smarter decisions, and engage employees more effectively. From simplifying payables through embedded banking to streamlining processes with intelligent AI agents in Dynamics 365 Finance, see how next-gen tools are reshaping the way businesses manage money.

Presented by:

  • Bennie Pennington, SVP, Embedded Banking, KeyBank
  • David Schwantes, Pre-Sales Solution Architect D365 Finance, SCM, Commerce, Arctic IT
3pm-4pm | Panel Discussion: Embracing Technology to Transform Financial Operations

Let’s discuss how businesses can create seamless connections between their financial systems, departments, and banking partners. Industry experts share practical insights on integrating modern banking solutions, accounting systems, and operational tools while maintaining security and efficiency. We’ll also cover how AI-powered tools can help companies connect their systems, improve communication across teams, and break down information silos. Questions welcome following the panel.

Presented by:

  • Peter VanSickler, Senior Manager – IT Projects, Afognak Native Corporation
  • Sunny Eltepu, Senior Technical Specialist, Microsoft
  • Bennie Pennington, SVP, Embedded Banking, KeyBank
  • Matt Vickers, Senior Vice President, Head of Product for KeyNavigator®, KeyBank
  • Matt Borkowski, Director of Sales, Arctic IT
4pm-5pm | Cocktail Hour

Take advantage of networking with other financial leaders in the Anchorage area. Beverages and light hors d’oeuvres will be served.

Meet our speakers:

Julie Mormon

Julie Mormon

Chief Operating Officer, Doyon, Limited

Read Bio
Julie received her MBA from University of Minnesota, Carlson School of Management. She spent nearly 20 years at 3M Company in a variety of engineering and management roles. In 2015, Julie joined Doyon, Limited as the Senior Vice President & Chief Operating Officer. Doyon, Limited, is an Alaska Native regional corporation with more than 12.5 million acres, 19,000 shareholders and business operations throughout Alaska and the Lower 48. In this role, Julie has responsibility for the oversight of Doyon’s operating subsidiaries and joint ventures.

Julie is actively involved in the community and supports the Dimond High School Engineering Academy, Alaska Commission on Postsecondary Education, Montana State University Chemical Engineering Advisory Board, Junior Achievement and the Doyon Foundation.

Matt Borkowski

Matt Borkowski

Director of Business Application Sales, Arctic IT

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Matt Borkowski is the Director of Business Applications Sales and a Principal Solution Architect at Arctic IT, a proud part of the Doyon Limited Alaska Native Corporation. With a deep focus on ERP and financial systems, Matt has spent over 18 years championing the implementation of secure, reliable ERP solutions for Native American and Native Alaskan organizations. His work extends beyond system implementation, embracing a strategic approach to AI and cybersecurity that safeguards sensitive systems and sovereign data.

David Schwantes

David Schwantes

Pre-Sales Solution Architect – D365 Finance, Arctic IT

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David Schwantes is a veteran Pre-Sales Specialist with over two decades of experience in Microsoft Dynamics 365, including Finance and Supply Chain. He excels in discovery workshops, business process design, and delivering impactful solution demonstrations that drive decision-making. With an MBA and a strong background in enterprise software, David has successfully supported and led implementations across a wide range of industries. His ability to connect business needs with technical solutions makes him a trusted advisor in the digital transformation journey.
Bennie Pennington

Bennie Pennington

SVP – Embedded Banking, KeyBank

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Bennie Pennington is the SVP of Product for the Embedded Banking division within KeyCorp’s Commercial Bank. He is responsible for product development and go to market strategy for new solutions in embedded banking and integrated payments. These include solutions to help commercial clients send and receive payments faster and simpler; solutions like payment gateways, ERP integrations, and Virtual Account Management. Bennie’s team supports product management, product development, new product commercialization, and third-party partner management for these digital payment solutions for corporate clients. Prior to KeyBank, Bennie spent 14 years in fintech product strategy and business development including stints at FirstData, Fiserv and Paya.

Matt Vickers

Matt Vickers

SVP, Head of Product for KeyNavigator®, KeyBank

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Matt Vickers is the Head of Product for KeyNavigator, a suite of online and mobile solutions tailored for KeyBank’s commercial and institutional clients. Based in Cleveland, Ohio, Matt brings over 21 years of experience at KeyBank, holding various roles in technology and digital innovation. He has led fintech partnerships to deliver next-generation solutions to market and is passionate about mentoring young professionals, helping to shape the next generation of leaders in the industry.

Sunny Eltepu

Sunny Eltepu

Senior Technical Specialist, Microsoft

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Sunny Eltepu is a Business Applications Technical Specialist at Microsoft, where he helps organizations modernize and streamline their operations through low-code solutions on the Microsoft Power Platform. With over a decade of experience as a professional developer, Sunny has worked with numerous Federal agencies—including the IRS, NASA, and the Department of the Treasury—as well as private-sector financial institutions.

Drawing on his deep technical expertise and passion for empowering teams to innovate, Sunny’s mission is to equip leaders to foster innovation, optimize processes, and adapt to rapidly evolving business needs. At the CFO Leadership Forum, Sunny will share his insights on how low-code platforms can help financial leaders create agile, data-driven solutions to respond effectively to changing business demands.

Peter VanSickler

Peter VanSickler

Senior Manager – IT Projects, Afognak Native Corporation

Arctic IT is a certified Microsoft Solutions Partner for Business Applications.

Microsoft Solutions Partner Badge for Business Applications
The post CFO Leadership Forum: Reimagine Finance with Modern Technology, AI, and Analytics appeared first on Arctic IT.

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