April 16, 2025: Chapter Meeting
Program Details
Keynote Presentation featuring: Donald R. Tomoff, MBA, CPA
“Finance’s Next Chapter: The Future In A Gen Al World”
Session Description: Join us for an eye-opening session on Finance’s Next Chapter: The Future in a Gen AI World. Discover how generative AI is reshaping the finance landscape, from real-time analytics to automation and decision-making. Whether you’re new to AI or already exploring its potential, this session will provide actionable insights on integrating AI into your workflow, leveraging Custom GPTs, and staying ahead of the curve. Don’t miss the chance to future-proof your career and organization—this is where finance meets innovation.
About the speaker: Don is the founder of Invenio Advisors LLC, a consulting firm that excels in optimizing information management, enhancing process efficiency, and elevating reporting & data analysis capabilities. Additionally, the firm specializes in comprehensive education and training services. With a background that spans “Big 4” public accounting, and significant roles in senior-level industry finance, including an eight-year tenure as VP, Finance and Treasurer at Jo-Ann Stores, equips him with deep knowledge of industry insight and practical business perspective.
Beyond consulting, Don is a course developer and instructor with the Business Learning Institute, and has emerged as a leading voice on MS Excel, digital technologies, and the exciting frontiers of Generative AI, including ChatGPT. Through sharing his knowledge via talks, workshops, and advisory roles, he has gained a reputation as an influencer in the tech-business nexus.
Technical Presentation featuring: Steve Hook
“Considerations in Financial Services to Ensure Your Data is Ready for AI”.
Session Description: The presentation will build on the keynote topic by exploring real-world use cases and the practical application of strategies that drive success. Attendees will gain insights into what works, what doesn’t, and the key factors to make solutions effective, including crucial data elements. The session will also highlight the tangible benefits organizations are experiencing and the challenges they face. This is a valuable opportunity to gain actionable knowledge to drive innovation and overcome obstacles in today’s dynamic environment.
About the speaker: Steve Hook is a Partner at Reference Point, an RGP Company, and leads the firm’s technology and data services. He holds over 28 years of experience in capital markets technology, serving in roles from application development to the CIO level. Steve has fostered strong partnerships with all levels of business and operational management and led large global technology organizations.
Steve has helped many institutions define their strategic vision and objectives and build the organizations and project portfolios to achieve them. To that end, he has successfully executed a number of on time, on budget, and on scope investment portfolios of up to $500mm p.a. In addition, he has assisted various organizations’ efforts to maintain financial discipline and optimize significant operational budgets, while providing leadership and promoting a culture of focus on operational stability and control.
Our April 16th Chapter Meeting is Strategic Partner Recognition Night!
Thank you to our 2025 sponsors:
Event Details/Registration
LOCATION
Nuevo Modern Mexican & Tequila
CONTINUING EDUCATION
The technical presentation and keynote presentation has been approved for 1 hour each of CPE (2 hours total).
DATE / TIME:
Wednesday, April 16, 2025 | 4:00-8:00pm
4:00 p.m. – Registration & Refreshments
4:30 – 5:30 p.m. Technical Presentation – Steven Hook, RGP
5:30 – 5:45 p.m. Networking & Refreshments
5:45 – 6:15 p.m. Strategic Partner Presentations
6:15 – 7:15 p.m. Keynote Presentation – Don Tomoff
7:15 – 8:00 p.m. Additional Networking & Refreshments
8:00 p.m. – Event Concludes