Arrival, registration and breakfast networking
The event will begin with an informal networking session over breakfast. This gives the attendees the opportunity to begin expanding their networks, break into small groups and begin to discuss their biggest challenges as well as to exchange ideas.
Introduction from the Network Group and Chairperson
A brief introduction to the event software, SNS—this software, unique to the industry, empowers our attendees to make the most effective use of their time at the event by maximizing networking opportunities. The software designs a personalized agenda and enables attendees to arrange one-to-one meetings with each other. This will be followed by a welcome from the chairperson.
Amy West, EVP & CFO, AHRC NYC
Risk Management Strategies in an Uncertain World: How the CFO can Contribute to the Overall Resilience & Sustainability of the Organisation
- Adapting risk management strategies to navigate geopolitical uncertainties in 2024
- Integrating cybersecurity and data privacy into risk management practices and planning
- Innovations in financial risk assessment and mitigation – What’s on the horizon for 2024
Luis Briz, Vice President, Finance & Senior Business Controller, Nestlé
Panel Discussion: The Future of Finance: A Look at Digital Transformation Trends in 2024
- Exploring the impact of emerging technologies on finance functions
- Implementing artificial intelligence, machine learning, and automation in financial processes
- Strategies for successful digital transformation in finance
Tahir Rauf, Director, Finance & Planning, University of Rochester
Maria Schnirman, Senior VP, Merrill
Waseem Arshad, VP, Director FP&A Business Intelligence & Analytics, State Street
Coffee break and networking
Workshop 1
Intelligent Automation
Workshop 2
Data Driven Strategy
Workshop 3
Process Automation
11:00-13:05
One-to-One meetings
Intelligently matched one-to-one meetings:
- Risk management
- Business reporting
- Cyber security
- Performance management
- Big data & analytics
- ERP
- BPO/BPM
- HCM
- Management information systems
- Supply-chain optimisation
- Invoicing financing & e-invoicing
- Process automation
Networking lunch
Find & Fix the Gaps in your Profitability
Moshe Kravitz, Director, Finance, IDT
Embedding a Successful Organisation-Wide Business Transformation Program
Kunal Singhal, Head of Finance Operations & Business Transformation, Gainwell Technologies
The CFO as a Strategic Partner: Driving Business Growth by Helping to Shape & Execute the Overall Strategic Vision of an Organisation
- Shifting from a traditional finance role to a strategic business partner
- Collaborating with other C-suite executives to drive innovation and growth
- Balancing short-term financial goals with long-term strategic objectives
Nataki Williams, Senior VP, Finance & Operations, The Guardian
Embedding Sustainable Financial Approaches to Merger & Acquisition Strategies
Kellam Tougias, Senior VP, Digital & Podcast Finance, Audacy
Coffee break and networking
Workshop 4
Supply Chain Optimization
Workshop 5
How CFOs can support growth
15:25 – 17:05
One-to-One meetings
Intelligently matched one-to-one meetings:
- Risk management
- Business reporting
- Cyber security
- Performance management
- Big data & analytics
- ERP
- BPO/BPM
- HCM
- Management information systems
- Supply-chain optimisation
- Invoicing financing & e-invoicing
- Process automation
Panel Discussion: Incorporating Sustainability into Finance Management Strategies
- Creating sustainability benchmarks as part of procurement policies to tackle the environmental impact of supply chains
- Engaging with staff to adapt working processes and support organisational sustainability goals
- Evaluating office space policies to reduce organisation costs and increase the sustainability of workplaces
Morning registration & breakfast
Informal networking over breakfast.
Roundtable discussions
Join group discussions with your peers on some of the most challenging & significant information security topics – please confirm attendance prior to the session. Each host will facilitate the discussion & give a short presentation of key findings in the wrap up session.
Bryan Senker, Director of Finance, Precision For Medicine
Luis Briz, Vice President, Finance & Senior Business Controller, Nestlé
Sangeetha Sivasubramani, Global VP, Corporate Finance & Enterprise Transformation, BD
Preeti Bhattacharji, Head of Sustainable Investing, US Private Bank, J.P. Morgan
James Whalen, CFO, HB Global
Elizabeth Leahy, District Controller, Coach USA
Wrap-up Session
Each host gives a short overview of key findings from their discussion & creates an ideas board to be distributed post event with the presentations.
Coffee break & networking
Open Forum Think Tank
Utilizing Data & Analytics to Support Financial Management Strategies
Mihir Desai, Head of FP&A, Orbia
Open Forum Think Tank
Shaping Company Strategy
Mihir Desai, Head of FP&A, Orbia
Open Forum Think Tank
Embracing Generative AI
Mihir Desai, Head of FP&A, Orbia
11:00-13:05
One-to-One meetings
Intelligently matched one-to-one meetings:
- Risk management
- Business reporting
- Cyber security
- Performance management
- Big data & analytics
- ERP
- BPO/BPM
- HCM
- Management information systems
- Supply-chain optimisation
- Invoicing financing & e-invoicing
- Process automation
Networking lunch
Financing Supply Chains to Improve Operational Efficiency
- Discussing strategies for optimizing costs while maintaining operational efficiency
- Establishing a robust system for identifying and classifying suppliers
- Implementing cost control measures to manage and reduce unnecessary expenses
Jonathan Heuser, Head of Trade & Supply Chain Finance, Citizens Financial Group
Developing Payment Channels to Improve Operational Efficiency
- Key advice on selecting the best payment channels to meet your organizational needs
- Resources to support staff transition to new channels as part of their working processes
- Engaging with customers to improve usability of payment channels
Adam Rozmosh, Director of Treasury Management, First Bank
Evaluating the Latest Innovations in Financial Reporting & Data Analytics
- Leveraging data analytics for strategic financial insights
- A look at the latest trends in financial reporting standards and best practices
- Enhancing transparency and communication through advanced financial reporting
Eric Mason, CFO, City of Quincy
A Look at the Evolving Role of the CFO in Mergers & Acquisitions
- Analyzing best practices in due diligence and integration planning
- Assessing the financial impact of M&A on the overall business, what are the key steps that need to be followed?
- Strategies for successful mergers, acquisitions, and divestitures
Sangeetha Sivasubramani, Global VP, Corporate Finance & Enterprise Transformation, BD
Panel Discussion: Why & How the CFO can Contribute to an Effective Talent Acquisition & Retention Strategy
- Ensuring that sufficient resources are allocated effectively to support talent acquisition & retention initiatives
- Allocating budgetary resources for competitive benefits, and professional development programs
- Supporting initiatives that promote work-life balance, mental health, and a positive workplace culture
Kyle Bukhari, Director of Academic Administration & Finance, Columbia University
Monique Easterling, Deputy Director for Finance, Department of Planning & Development, City of Philadelphia
Kris Ballerini, Treasurer, Bucks County
Manas Taneja, VP, Financial Planning & Analysis, Mastercard