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Tuesday, September 15, 2020

9/15 -

CFO20101. Intelligent Automation – Start Smart, Finish Smarter

Kimberlee Curley

- Senior Director | NTT DATA Services

Michael Goodman

- VP | NTT DATA

This in-depth workshop will provide an overview of intelligent automation and an introduction to robotic process automation. It will include a plan for getting started and best practices for putting an organization on the road to success in this area.

This workshop will also include exercises to help you begin to:

• Identify opportunities within your own organization

• Develop a plan for introducing or expanding the use of automation in your organization

• Establish a framework for evaluating the business case for automation

Learning Objectives:

  • Develop a high-level understanding of intelligent automation
  • Understand how to get started with RPA
  • Learn best practices for achieving success with RPA

9/15 -

CFO20102. Leadership In Times of Uncertainty

Robert Darling

- President and CEO | Turning Point Crisis Management-USA

This workshop will help to familiarize your team with specific roles and responsibilities during an incident, and moreover, how they, as leaders can effectively manage, facilitate, and support the response and recovery operations within your organization.

Learning Objectives:

  • Obtain a greater understanding of the five elements of the Crisis Leadership Framework
  • Gain a deeper understanding of Sense-making and its importance in effective crisis leadership
  • Get a broader understanding of the decision-making and coordination requirements of effective crisis leadership
  • Understand the concept of Meaning Making and its importance to effective crisis leadership
  • Provide an opportunity for attendees to review the Crisis Leadership Framework as a point of reference to relate their own crisis experiences

Wednesday, September 16, 2020

9/16 -

CFO2001. Welcome and Announcements & Keynote: September 11, 2001 - The White House, A Look at Crisis Leadership and Decision-Making

Robert Darling

- President and CEO | Turning Point Crisis Management-USA

Lt. Col. Darling shares the principles of crisis leadership and decision making with his audiences with an “edge of your seat” presentation that’ll take you from the moment the attack was realized, to the courageous decisions made to stop it, to the safeguards and policies our country now has in-place in an attempt to prevent it from ever happening again. This presentation is designed to ensure we, as a nation, never forget the events of 9/11/01, and to inspire all leaders to take the necessary steps to protect and safeguard their employees, organizations and their communities.

Learning Objectives:

  • Recognize Organizational Leadership versus Crisis Leadership and how to know the difference
  • Apply the Crisis Leadership Framework: Sensing, Decision-Making, Meaning Making, Terminating and Learning
  • Describe Strategic Communications and the perils of too much detail
  • Demonstrate Crisis Preparation and Planning – “All Hands-on Deck”
  • Discuss our 9/11 National Response; what went right and wrong

9/16 -

Interactive Exhibitor Networking

9/16 -

CFO2002. Chief Turmoil Officer - How CFOs are Traversing COVID-19

Steve Adams

- Director | Gartner

First and foremost a humanitarian crisis, the COVID-19 pandemic has also disrupted businesses from Main Street to Wall Street. CFOs are under tremendous pressure to take quick, decisive actions to protect their customers, employees and businesses. Across the immediate, short, and medium term, Gartner partnered closely with over 1,000 CFOs to understand and profile their response and offer essential insights to enable success. As CFOs and their teams look to the future and aim to excel in the “new normal,” it is critical that they understand how others are shaping strategies and what will separate winners from losers.

Learning Objectives:

  • Learn what actions CFOs took in the early weeks and months responding to the COVID-19 pandemic
  • Hear about the challenges that remain top of mind for CFOs who continue to traverse unprecedented circumstances
  • Understand what critical steps CFOs should be taking right now to set their businesses up for long-term success

9/16 -

Break

9/16 -

CFO2003. Transformational Leadership

Paul Leroue

- Principal | Wipfli

Today leading has become increasingly difficult with a multi-generational workforce and pressures on the profession. In this session we will explore how to transform your leadership style ensuring greater alignment with those you lead either directly or indirectly. You will leave this session with several personal leadership strategies you can employ immediately.

Learning Objectives:

  • Understand new strategies on leadership and how to be successful moving forward
  • Employ a new leadership philosophy to your everyday leadership style
  • Make an immediate impact in your organization as a transformational leader

9/16 -

Interactive Exhibitor Networking

9/16 -

CFO2004. What to Expect in this Election Year and Issues Impacting the Profession

Diana Deem

- Director, Congressional and Political Affairs | American Institute of CPAs

The 2020 elections are upon us. While the Presidential election is front and center in the news media, Congressional election outcomes also significantly impact the ever-fluctuating agenda in Washington. What might we expect in terms of party majorities and their agendas in the House and Senate? Will Democrats hold the House? Will Republicans hold the Senate?

Learning Objectives:

  • Identify which seats are up for election and the potential outcomes
  • Assess the implications of the election on business, tax, trade, and other issues of importance to business
  • Evaluate the potential impact of these issues with respect to advocacy efforts on behalf of the profession

9/16 -

Break

9/16 -

CFO2005. Work, Laugh, Repeat: How Technology Contributes to a Funnier World

Greg Schwem

- President | Comedy With a Byte, Inc.

In a hilarious, multi-media intensive presentation, renowned business humorist and Chicago Tribune humor columnist Greg Schwem will make attendees howl with laughter as he explores the complex relationship between technology and the changing role of humor in the workplace.

Learning Objectives:

  • Workplace humor is in a very precarious position. Employees want to laugh at work but are often afraid to, fearful of how their laughter might be interpreted. Learn how to find "the funny" and be encouraged to share it, as opposed to being afraid of it.
  • Learn and ultimately realize, how stifling laughter in the workplace can also stifle creativity and productivity

9/16 -

Virtual Happy Hour - Dueling Pianos

Thursday, September 17, 2020

9/17 -

CFO20201. Session to be confirmed


9/17 -

CFO20202. Finance: Planning for What's Next (sponsored by Workday)

Kerman Lau

- VP, Finance | Workday

In today's business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data, leading CFOs and their teams are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. As important, building a modern finance team that can leverage emerging machine learning and intelligent planning technologies is key for today's CFOs and finance leaders.

This session will explore the critical changes that finance leaders must make to deliver the business agility today's organization's need--or risk being left behind. Join us to learn how leading brands are transforming the FP&A process and how they're planning for what's next.

Learning Objectives:

  • Discover how to create a culture of agility within your finance team - including re-skilling and hiring
  • Transform your FP&A process to a continuous planning process that drives real-time business insights, so you can successfully plan for what's next
  • Get a view into new ML technologies that will elevate the role of "what if" scenarios to both make and operationalize decisions faster, translating into a significant competitive advantage

9/17 -

Break

9/17 -

CFO2006. Readiness of Finance for Industrial Revolution 4.0

Brian Dumbill

- SVP & Chief Risk Officer | Volvo Financial Services

Ash Noah

- VP Managing Director, Learning, Education and Development | AICPA

This is a unique time in the evolution of the finance function. IR 4.0 brings significant changes to what is expected from finance and the office of the CFO. CFOs have an unprecedented opportunity to enable their organizations to reimagine their business model by leveraging technology. Finance leaders need to understand and recognize how they can participate in the enterprise transformation by centering their transformation around reengineering the customer experience. Based on their experience and AICPAs research, Brian Dumbill and Ash Noah will discuss a customer centric approach and what CFOs should be doing to prepare themselves and their teams to support their organizations.

Learning Objectives:

  • Identify relevant technologies that impact finance operating model
  • Appreciate how technology impacts finance processes
  • Understand the application and leveraging of these technologies
  • Realize how the enterprise should approach transformation
  • Understand how finance teams should be getting ready for the change

9/17 -

Break

9/17 -

CFO2007. Panel: Diversity in the C-Suite and the Boardroom

Kimberly Ellison-Taylor

- Past Chairman of the Association of International CPA's and the American Institute of CPA's | Oracle

Steve Gandara

- Co-Founder & Managing Director | Excellent Cultures

Christian Garcia

- Former EVP and CFO of Weatherford International

Jennifer Pohlhaus

- Chief Operating Officer | Ripple Effect

This panel discussion will focus on why the diversity of gender, race, culture and generation are critical to a well-balanced leadership team.

Learning Objectives:

  • Identify the various forms of diversity and the intrinsic value they bring to organizational dynamics
  • Recognize the value of diversity within organizational leadership
  • Understand where diversity in the C-Suite intersects with organizational performance

9/17 -

Interactive Exhibitor Networking

9/17 -

CFO2008. Panel: Unplanned Succession Planning - Lay the Foundation for Success!

Rod Bench

- Principal | Pillar International Insurance Advisors

Joselin Martin

- Owner/CEO | True North CFO LLC

Preparing for the unexpected. Or in most cases, preparing for what is expected. Either way, leadership change is inevitable. And how you plan for it determines its impact on you and your organization.  Organizations face constant pressure to build a strong, effective, and sustainable leadership pipeline. Like most strategic planning, this is easier said than done. When it comes to the succession planning process, many organizations are challenged to ensure their succession strategy is flexible enough to meet the needs of the organization and their employees. An adequate succession plan prevents organizations from taking a reactive approach vacancy. Instead, it proactively prepares a smooth transition plan to ensure leadership changes do not interrupt major business initiatives. The planning process and the resulting plan also deliver other benefits, including:

· Motivating employees by creating growth opportunities
· Identifying skill gaps and talent development needs
· Adapting the organization to demographic and talent changes
· Transitioning highly specialized skills into key roles
· Preserving institutional knowledge

Learning Objectives:

  • Learn how to build strong leadership pipelines to mitigate departure risks
  • When departures happen, discover how to have the structure in place to create positive results

9/17 -

CFO2009. Cannabis in the Workplace

Todd Wulffson

- Orange County Office Managing Partner | Carothers DiSante & Freudenberger LLP
Are you a unsure on how to handle cannabis in the workplace? Although cannabis is legal in some states, it is not legal under federal law. What should employers do to protect themselves and to ensure compliance with state and federal laws? Find the answer to this question, and many more, during this practical presentation that will include an overview of the state and federal laws for recreational and medical marijuana use in the workplace.

Learning Objectives:

  • Leave this presentation with an understanding of what is required by law for compliance in order to avoid potential legal pitfalls
  • Understand the employer’s duty to accommodate medical marijuana use in the workplace, drug testing and workplace policies

9/17 -

Chat Lobby

9/17 -

CFO2010. Accounting Update

Stephen Austin

- Managing Partner | Swenson Advisors

The Accounting update will focus on recently issued FASB pronouncements including lessons learned on Topic 606 (revenue recognition) and Topic 842 (lease accounting including its delayed effective date for certain entities), Presentation of Financial Statements for Not-for-Profit Entities (ASU 2016-14), and Topic 815 Derivative and Hedging updates and FASB goodwill impairment model changes.

Learning Objectives:

  • Understanding and applying new accounting standards with the benefits of lessons learned
  • Obtaining the most recent guidance from the FASB and SEC on new applying and disclosure

9/17 -

CFO2011. Lessons Learned During COVID-19

Ralph Bender

- Chief Financial Officer | Manship Media

Brian Dumbill

- SVP & Chief Risk Officer | Volvo Financial Services

Misty Geer

- USA Finance Controller | Brunel

Summer Redmon

- Senior Director of Finance and FP&A | Vera Whole Health

9/17 -

Interactive Exhibitor Networking

9/17 -

CFO2012. Better Planning and Greater Accountability by Moving Beyond Budgets

Steve Player

- Director | Future Ready Finance
Today's fast changing world requires CFOs to drive better planning and greater accountability. Doing so requires moving beyond traditional budgeting tools that are no longer fit for purpose. This session shows how leading edge CFOs are using new faster, more effective approaches to overcome these challenges to achieve better results.

Learning Objectives:

  • Examine why traditional budgeting practices lead to suboptimization and "an envinerating exercise in minimization"
  • Explore what new approaches are being used to actually achieve better planning and greater accountability
  • See how companies like Holt CAT, Velux and LT Apparel have moved beyond budgets to live future ready

9/17 -

Break

9/17 -

CFO2013. Black Swan Events – Planning for Uncertainty and the New Normal

Allan Fernandes

- Vice President - Global Safety & Risk Control | Aramark

This session provides an overview of how Aramark, a global company, with 280,000 associates planned for dealing with this pandemic as well as how an agile yet resilient business model has prepared the Company for dealing with the new normal post COVID-19. Survey results from thousands of our consumers, opportunities for business growth as well as lessons learned along this journey from our global operations will be discussed in this session.

Learning Objectives:

  • Learn the tools and strategies used to keep associates and their families safe
  • Understand the key building blocks to plan for and manage a crisis such as the COVID-19 pandemic
  • Discover key ingredients for business success in the future
  • Share real time opportunities in the new normal that can help accelerate business growth

9/17 -

Virtual Happy Hour - TriviaHub Live!

Friday, September 18, 2020

9/18 -

CFO20203. The Future of Finance is Customer-Centric (sponsored by Versapay)

Craig O'Neill

- Chief Executive Officer and Director | Versapay

Not long ago, all but your biggest customers had to submit to your invoicing and payment processes. Now, due to changing expectations, shifts in workforce demographics, and the “new normal” of remote work, even your smallest customers demand an invoicing and payment experience that works for them. In order to succeed in today’s environment, organizations must put their customers at the center of everything they do.

This session will explore the current state of B2B finance departments, the challenges of traditional AR processes, and the technology required to drive growth and scale.

Learning Objectives:

  • Determine what is a Customer-Centric approach to B2B Finance and the economic and lifestyle factors driving this change
  • Illustrate from real examples how focusing on the customer experience can improve cashflow
  • Discover what technology you need to drive this change

9/18 -

CFO20204. Finance 3.0: Beyond Data-Driven (Sponsored by Sage Intacct)

Rich Reimer

- Director, Nonprofit Industry Marketing, Sage Intacct | Sage Intacct

From big data and artificial intelligence (AI) to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader - someone who understands and embraces the promise and power of technology - to navigate this exciting, uncertain future. Attend this session and hear how Sage Intacct customers became data-driven finance leaders that proactively drove strategy and improved operations.

Learning Objectives:

  • The technologies and skills you need to move to a digital, data-driven world
  • How to graduate from Finance 1.0 and thrive in Finance 2.0
  • When you should automate and when you shouldn't
  • How AI and machine learning enables Finance 3.0

9/18 -

Break

9/18 -

CFO2014. Final Remarks & Economic Update

James Glassman

- Managing Director & Head Economist, Commercial Bank | JPMorgan Chase & Co.

Join this session for an update on the state of the economy, challenges, and discussion of what’s ahead.

Learning Objectives:

  • Discuss key economic issues for 2020
  • Assess the likelihood of a sustained expansion
  • Gain understanding of interest rate outlook

9/18 -

Interactive Exhibitor Networking

9/18 -

CFO2015. Keynote: Combining Innovation and Managing Risk in an MLB Team

Chris James

- Director of Accounting | San Diego Padres
Baseball is one of America's oldest pasttimes - how do longstanding traditions mix with innovation? How has viewership of the game changed for the diverse set of fans, from the very young to the very old? Every business has risk - what are some of the unique risks to operating a MLB team?

Learning Objectives:

  • Discover how technology has changed the game, from player acquisition and development to how fans enjoy the game
  • Learn about the unique risks and responses to same for a Major League Baseball team

9/18 -

Stretch*s for Neck & Shoulder Relief

9/18 -

CFO2016. Tax Legislative and Policy Update

Terry Bonds

- Tax Manager | Deloitte

Gretchen Scheidler

- Partner | Deloitte
With the enactment of the Tax Cuts and Jobs Act of 2017, companies have seen significant changes in federal and state law. This session will highlight some of those changes while also discussing what could be on the horizon as a result of the 2020 elections.

Learning Objectives:

  • Get an overview of some of the issues impacting companies after the TCJA
  • Discussion of the potential impact of the 2020 elections on the federal tax landscape
  • High level review of state conformity principles

9/18 -

CFO2017. Latest Threats in the Cybersecurity Landscape & Risk Management Strategies

Steven Ursillo

- Partner | Cherry Bekaert LLP
As new Cyber Security threats continue to emerge, the ongoing challenges around proper risk mitigation remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data.

This session will cover the latest Cyber Security threat landscape and the risks and challenges that professionals faces in collecting, storing, processing and safeguarding sensitive information. Topics will include InfoSec governance, current Cyber Security threats/risks/mitigation, cloud/vendor risk management, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

Learning Objectives:

  • Engage in a collaborative discussion to increase awareness around cyber security risks and threats
  • Discover cybersecurity risk mitigation tactics
  • Understand senior management and board responsibilities pertaining to information security governance and incident response
  • Discuss other technology trends and related security considerations

9/18 -

Interactive Exhibitor Networking

9/18 -

CFO2018. When Good Leaders Lose Their Way

Mark Whitacre

- Executive Director | Coca Cola Consolidated, Inc.
Mark's presentation has a strong emphasis on corporate culture, ethics and compliance. This topic is an important personal and business ethics lesson about "doing the right thing" and the need to focus on the "long term." His presentation is extremely entertaining as he actively engages his audience about how he wore a wire for the FBI everyday traveling the globe for three years in one of the largest white-collar crime cases in U.S. history. But, his story is also about hope, family commitment, redemption and second chances, and a wonderful example of a family overcoming extreme adversity, against all odds.

Learning Objectives:

  • Learn the warning signs of a flawed corporate culture
  • Discover how fraud (embezzlement) and price fixing were both concealed for several years and what the company could have done to expose and possibly prevent the fraud much earlier
  • Understand U.S. laws that have recently changed in terms of whistleblower protection

9/18 -

Break

9/18 -

CFO2019. Inspector Gadget

David Cieslak

- EVP, Chief Cloud Officer | RKL eSolutions, LLC

Gadgets and gizmos are an integral part of our digital lives – ever transforming the way we work, play and live. From cloud computing, blockchain, mobile and AI-enabled apps running on 5G, to entertainment, home automation and the Internet-of-Things – every aspect of our days are impacted by the latest technology offerings. Join Inspector Gadget as he shares this all new presentation on cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.

Learning Objectives:

  • Understand the latest technology trends and the impact these trends will have on next generation devices
  • Identify where to wisely invest in new technology, and what to avoid
  • Prioritize technology initiatives based on greatest impact