Agenda

Redefining The Future Of Finance

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7:45am - 8:35am

main stage

Registration & Breakfast

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8:35am - 8:45am

Welcome

By Paul Price, CEO, Argyle Group

Chair

Bona Allen, SVP & CFO, Kajima Building & Design Group

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8:45am - 9:15am

main stage

The Decade Ahead: Appraising the Economy of the 2020s

By Jason Schenker, Chairman, President & Author – Prestige Economics

Join top-ranked financial market forecaster Jason Schenker for a lively discussion of the economic and financial market outlook as well as a discussion of long-term emerging finance and FinTech trends. Schenker will discuss the economic and financial market risks for the year ahead, including how political dynamics may impact the economy and financial markets in 2020. Plus, Schenker will address some of the biggest coming disruptive risks, challenges, and opportunities beyond 2020 for the field of finance that CFOs need to prepare for. Part of this talk will draw Schenker’s recent book The Future of Finance is Now.
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9:15am - 9:45am

main stage

Thought Leadership Spotlight: Using Economic Intelligence to Maximize Shareholder Value

By Rich Wagner, CEO – Prevedere Software

In today’s volatile business environment, staying ahead of economic headwinds and tailwinds has a measurable bottom-line impact. How can companies accomplish this? They can stay ahead of these changes by leveraging economic intelligence, a business-critical competency made increasingly relevant today by advances in AI, cloud computing, and the proliferation of economic and other external market data. For CFOs, building an economically intelligent enterprise is an opportunity to drive superior financial performance, mitigate the risk of market changes, and be a strategic growth partner to the business.
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9:45AM - 10:15AM

main stage

Fireside Chat: Executing a Finance Transformation

By John Murphy, CEO – Adobe

Having a change mindset is an asset; it shouldn’t be something people in finance fear, says John Murphy, CEO of Adobe. In this one-on-one interview, Murphy outlines how Adobe is rearchitecting processes, reassessing skillsets, and adopting a data-driven operating model as the software company transitions to a direct-to-customer business. He will also explain how Adobe has deployed robotic process automation and artificial intelligence to automate lower value work and position finance as a critical partner in strategic decision-making.

Moderator: Vince Ryan, Editor-in-Chief – CFO Magazine

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10:15am - 10:45am

main stage

Networking Coffee Break

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10:45am - 10:50am

finance, leadership & strategy track

Opening Remarks by Chair

By Bona Allen, SVP & CFO, Kajima Building & Design Group

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10:50AM - 11:20AM

AI, Data & Technology Track

Finance 2025

By Nick Grewal, Principal | Banking & Capital Markets – Deloitte Consulting LLP

Finance functions are at a critical inflection point, as emerging technologies continue to disrupt operating models, cycle times, and the talent sets needed to meet to keep up with the expectations of the businesses. Deloitte has a point of view on what the future might look like for CFOs and their teams in its “Finance 2025: Predictions and Promises” presentation by one of the eminent leaders focusing on financial services. Come and listen to Nick Grewal talk about what finance functions might look like in 2025.
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10:50am - 11:10am

FINANCE, LEADERSHIP & STRATEGY TRACK

In Good Company: Tech Trends Impacting the CFO

John Hugo, Vice President, Financials Products – Workday

Matthew J. Schwenderman, Principal, Enterprise Operations – Deloitte

Chief Financial Officers are grappling with new challenges and responsibilities while maintaining their traditional roles. Many of these challenges are fueled by disruption and CFOs are looking to automation as a way to drive efficiency. As their roles continue to expand, there is a greater focus on strategy and business partnership. Technology will play a significant part in helping finance leaders meet these increasing expectations. Disruptive technologies - including blockchain, robotic automation, and cognitive, transition finance roles away from manual processes to value-added business impact. These technologies are also impacting talent management, whose focus is now beyond the numbers and expanding to being a strategic business partner.This talk will explore several topics, including:
  • The technologies that are impacting finance (both today and in the future)
  • Automating processes to create space for strategic work
  • The skills and capabilities needed to succeed in the age of disruption
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11:15AM - 12noon

FINANCE, LEADERSHIP & STRATEGY TRACK

How the Subscription Business Model Can Supercharge Growth

Moderator David McCann, Deputy Editor – CFO Publishing

With the formula for business success mutating at warp speed, success may entail more than new revenue sources. Indeed, it may require an entirely new business model. One increasingly popular path across many industries is switching to a subscription model, where revenue recurs at regular intervals over an extended time rather than occurring just once, at sale. In this session, learn the advantages of this model, challenges and trade-offs involved in making the switch, and how to handle a revenue recognition challenge.

Panelist: Tony Forcucci, Senior Enterprise Software Sales Director – RecVue

Panelist: Arlen Shenkmen, Executive Vice President & Chief Financial Officer – Citrix

Panelist: Mike Seiman, CEO – Digital Remedy

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11:20Am - 12Noon

AI, Data & technology track

The Digital Agenda: Modernizing the Finance Function

Moderator: Russ Banham, Financial Journalist

With the formula for business success mutating at warp speed, success may entail more than new revenue sources. Indeed, it may require an entirely new business model. One increasingly popular path across many industries is switching to a subscription model, where revenue recurs at regular intervals over an extended time rather than occurring just once, at sale. In this session, learn the advantages of this model, challenges and trade-offs involved in making the switch, and how to handle a revenue recognition challenge.

Ali Mast, APSC, Vice President, Corporate Enterprise Sales – Chrome River

Sue Vestri, CFO – Greenphire

Sunil Murray, Vice President, Sales – Longview

Dan Savitt, CFO – Visiting Nurse Service of NY

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12:00PM - 12:20PM

finance, leadership & strategy track

Thought Leadership: Be a Strategic Growth Partner, Not a Scorekeeper

By Jason Lin, Chief Financial Officer –Centage Corp.

Finance’s business partners now play in an age of digital transformation, big data analytics, and constant market fluctuations: they are looking for finance teams to drive efficiencies and support operational decision-making. Jason Lin, CFO of Centage, will discuss the steps CFO’s can take to make sure they are answering this call. He will draw on his experiences at technology firms such as ZoomInfo, TripAdvisor, and Monster.com to describe the skills, tools, and talent needed to be successful in this modern age.
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12Noon - 12:20pm

AI, Data & technology track

Finance Workforce in 2025: How will AI, ML, RPA and Big Data Impact Us?

By Mike Hyland, Center of Excellence (Finance) – SAP S/4HANA

As artificial intelligence comes into the workforce our lives are going to change. Progressive global finance teams are stepping forward and embracing the opportunity to make the shift from heavy manual work processes to machine-assisted automated processes. The big question for is not if these changes are coming, but when will you embrace the opportunity with your teams.</p> <p>Big data, machine learning and robotic process automation fill the headlines almost every day. If it’s not self-driving cars, then it’s defining the image security guidelines around facial recognition usage. Billions of dollars are being invested across the globe to streamline and optimize countless business processes. Finance is in the crosshairs of automation; dozens of shared service center tasks are ripe candidates.</p> <p>So, what could the finance workforce look like in 2025? Will 10%, be automated, 20%, 50%?
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12:20pm - 1:05pm

FINANCE, LEADERSHIP & STRATEGY TRACK

Breaking Down Organizational Silos: Is the Problem Finally Solvable?

By Jonathan Schiff, Professor of Accounting, Fairleigh Dicksinon University, and President, Schiff Consulting Group

The traditional approach to delivering administrative services is costly, dysfunctional, and often maddening to internal customers. Digitization, offshoring, and outsourcing have resulted in incremental progress, but not the quantum improvement and competitive advantage that await those who are willing to break down entrenched functional barriers. Learn how well-known companies are reaching for new levels of efficiency and effectiveness in finance, accounting, human resources, and information technology.
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12:20pm - 1:05pm

AI, Data & technology track

Roundtable Discussion: Without Data, Your AI Transformation Efforts Are Going Nowhere

By Bill Schrank, SVP - AntWorks

A majority of finance departments expect to deploy one of several emerging technologies by 2020, according to a worldwide survey of more than 400 organizations by Gartner. More than a quarter of organizations surveyed expect to deploy some form of artificial intelligence (AI) or machine learning in their finance department by 2020. In fact, between 2018 and 2021, companies worldwide will have collectively spent nearly $6 trillion on digital transformation initiatives, according to IDC.
This roundtable discussion focuses on the critical “first mile” of digital transformation and automation in finance and for the entire organization – Data, touching on key topics including:
  • What is unstructured data, where does it come from, and how much do you have?
  • How does an organization improve data availability, usability, and mobility to scale process automation and drive greater insight to the business?
  • How to leverage an integrated approach to finance automation utilizing a combination of AI, machine learning, and RPA technologies.
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1:05pm - 2:05pm

Lunch

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2:25pm - 3:10pm

AI, Data & technology track

Intelligent Automation: Why the Buzz and Where Does It Stand as 2020 Draws Near?

By Lee Coulter, CEO, transformAI, and chair, IEEE Working Group on Standards in Intelligent Process Automation

People have been talking about artificial intelligence and other forms of intelligent automation for years. But what makes something “intelligent”? How do you distinguish between hype and reality? Most importantly, how does intelligent automation deliver value? In this session, one of the most insightful observers of the space will bypass the labels and characterize what’s really going on and what role these technologies will play in this vital component of tomorrow’s business landscape.
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2:35pm - 2:55pm

Finance, Leadership & Strategy Track

Thought Leadership: You Can’t Cut Your Way to Victory

By Scott Case, CEO & Co-founder – Upside Business Travel

If your company’s strategy is to treat all costs as expenses to be reduced, you’re making a big mistake. If there’s a cost, there should be a benefit. How can CFOs link the two more clearly? Discover how you can transform T&E from one of your biggest cost centers into a revenue driver.
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2:55m - 3:40pm

FINANCE, LEADERSHIP & STRATEGY TRACK

Panel Discussion: Building & Maintaining an Adaptable Finance Team

Moderator: Jim Kaitz, President & CEO, Association for Financial Professionals (AFP)

This session will explore the skills and traits CFOs should seek in identifying and cultivating the modern finance talent pipeline. In addition, learn how to pair millennials and senior leaders to achieve the best outcomes, move your team from bookkeeping tasks to strategic roles, and lay out a path for growth.

Panelist: Bruce Cooperman, CFO – Clearpool Group

Panelist: David Blanke, CFO – Stella Connect

Panelist: Andreas Rothe, CFO – Fragomen, Del Rey, Bernsen & Loewy, LLP

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3:10pm - 3:40pm

AI, Data & technology track

Thought Leadership: Intelligent Planning in the Office of Finance

By Rob Hull, Founder – Adaptive Insights

Imagine if your planning system could harness today’s massive computing power and advanced technologies like machine learning and augmented analytics. We call this Intelligent Planning. With Intelligent Planning, you'll be able to detect anomalies in your plan, your drivers, and your forecasts. You'll identify the key drivers to focus on. And you'll surface the right KPIs to the right user at the right moment. Learn how AI and ML technologies will transform how the office of finance crafts commentary, detects errors, runs scenarios, optimizes plans and reconciles transactional data.
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3:40pm - 4:00pm

Networking Coffee Break

 

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4:00pm - 4:45pm

Main Stage

Fireside Chat: The Job Market for Finance Executives: 2020 Outlook

 

There are two types of CFOs: those who have worked with executive recruiters, and those who will. In this session, a leading finance recruiter will explain current market dynamics, including the upcoming availability of positions, the skill sets companies are most asking for, how those norms vary by industry and company size, and what to expect when working with recruiters.

Panelist: Barry Toren, Leader, Financial Officer Practice – Korn Ferry

Moderator: David McCann, Deputy Editor, CFO Magazine

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4:45pm - 5:15pm

Main Stage

Has Non-GAAP Reporting Become an Accounting Chasm?

By Drew Bernstein, Co-Managing Partner, Marcum Bernstein & Pinchuk

Often described as “adjusted,” “core,” or “cash” earnings, NON-GAAP financials purport to give investors a cleaner view of a company’s true operations before the subtraction of a whole host of pesky expenses required by generally accepted accounting principles (GAAP).Whether aggressive use of non-GAAP reporting constitutes potential fraud is debatable. But what cannot be argued is that it is creating a crisis in how investors, analysts, and the media report financial performance and value companies.
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5:15pm - 5:20pm

Main Stage

Closing Remarks by Chair

By Bona Allen, SVP & CFO, Kajima Building & Design Group

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5:15pm - 5:20pm

Main Stage

Networking Cocktail Reception

 

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6:00pm - 9:00pm

2019 CFO Live Leadership Dinner

CFO Excellence In An Era Of Transformation

 

Harvard Business School (HBS) Senior Associate Dean of Strategic Financial Planning Fritz Foley and Senior Associate Dean of Executive Education Luis M. Viceira will discuss the dynamic role of the CFO as a strategic partner. Based on his research that focuses on corporate finance, Professor Foley will lead an interactive discussion highlighting examples of exemplary CFO behavior as well as some of the shortcomings in policies and practices that he’s seen in his work with global organizations. He will also underscore the value-creation potential of getting employees throughout the organization to think like a CFO. With this backdrop, Professor Viceira will share his experience of why now is a critical time for senior finance executives to create change-ready leadership teams. He will illustrate examples of how organizations that view leadership as a top priority are able to align around critical business imperatives and drive strategic change.

Luis M. Viceria, George E. Bates Professor and Senior Associate Dean, Executive Education – Harvard Business School

C. Fritz Foley, André R. Jakurski Professor of Business Administration and Senior Associate Dean, Strategic Financial Planning – Harvard Business School

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6:00pm - 9:00pm

2019 CFO Live Leadership Dinner

Maximize The Value Of Your Data To Future-Proof Your Business

 

Data is the competitive firepower generating peak business value across industry sectors, but its volume, types, and source locations are multiplying at blistering speed. To transform this confounding universe of data into real-time business information powering insightful decisions and innovations, a cohesive data transformation strategy is needed. Join CFO.com/CFO Magazine in partnership with Oracle to learn how to empower your business. We’ll discuss how to effectively leverage information platforms and how to best integrate, manage, and analyze massive volumes of data for optimal decision-making and innovation generation at our 2019 CFO Live Leadership Dinner: Maximize the Value of Your Data to Future-Proof Your Business.
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6:00pm - 9:00pm

2019 CFO Live Leadership Dinner

Continuous Planning: The Time Is Now

 

Business leaders today need to be more agile and responsive than ever in order to navigate an increasingly unpredictable world. To do that, they need real-time access to data, so they can analyze current performance, promptly evaluate the impact of unexpected events on the business, and quickly assess options on how to move forward. These are the strategic questions that leadership teams are turning to finance to answer, and so finance must position itself to provide accurate and informed recommendations, fast. The ability to plan, execute, and analyze continuously provides today’s business leaders and finance professionals with the speed and flexibility they need to navigate an unpredictable world.

Register Now!