Events

AI and Compliance for Finance Leaders

NetSuite readiness, responsible AI Adoption and an AIVER T&E case study

This session examines how finance and audit leaders can use AI to support compliance monitoring while maintaining accountable review and reliable evidence. Participants will distinguish rule-based testing, machine-learning anomaly detection, and generative AI, and evaluate the data, access, and workflow conditions needed in NetSuite. Discussion will cover use-case selection, output validation, privacy, and oversight of AI-assisted work. An AIVER travel and expense (T&E) case study will illustrate how to assess findings and supporting evidence. 

Learning Objectives

Speakers:

Alejandro (Alex) Rodriguez
Managing Director
AIVER

Alex leads SOAProjects’ Automation, Analytics & Technology Advisory team. Also, leads Aiver platforms and development for AI platforms, automation, and integration, AI-assisted anomaly detection, and audit process improvement. He has experience in data integrity, digital forensics, AI, Cloud Architectures, and internal audit projects, including analytical audits and investigations. Alex holds a B.S. in Computer Science and an MBA (Computer Security Concentration).

Neil Chua
Principal
SOAProjects, Inc.

Neil Chua is a Principal at SOAProjects, Inc., where he leads ERP Advisory Services globally, setting the strategic direction for the firm's practice across NetSuite, SAP, Oracle and Workday. He brings close to 3 decades of experience advising enterprise clients on the systems, risk frameworks, and controls that underpin large-scale digital transformation.
Before joining SOAProjects, Neil held senior leadership positions at PwC, where he directed the Northern California SAP practice and built the firm's national Workday risk and controls capability from the ground up. He also served as Senior Manager of IT Governance, Risk and Compliance at Dolby Laboratories, where he was entrusted with stabilizing enterprise IT operations and leading the compliance integration of four corporate acquisitions.
Neil's foundation was built over thirteen years at PwC and KPMG, where he delivered global SAP and SOX implementations for Fortune 500 clients and established himself as a national subject matter expert in SAP governance, risk, and compliance — expertise that continues to inform his advisory work today.

 
Manpreet Grover
Managing Partner & CEO
SOAProjects, Inc.

Manpreet leads SOAProjects’ market strategy, professional development, and client service. Her background includes experience with EY, PwC, and KPMG. She is a past president of FEI Silicon Valley and chairs its Women CFOs of the Year Awards. For this session, Manpreet will frame the finance leadership priorities, guide the oversight discussion, and moderate audience questions.

Event Details:

Tuesday, October 20, 2026
3:30pm - 4:00pm Registration & Networking
4:00pm - 5:00pm Presentation
5:00pm - 5:30pm Networking following by the keynote
Please register for the Keynote as well (separate registrations required)

Registration closes at 6:00 pm the day before the event.