8:30-9:30
Arrival, registration and breakfast networking
The event will begin with an informal networking session over a continental 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.
9:30 - 9:40
Introduction from the Network Group and Chairperson
A brief introduction to the event software—this software, unique to the industry, empowers our attendees to make the most effective use of their time at the event by maximising networking opportunities. The software designs a personalised agenda and enables attendees to arrange one-to-one meetings with each other. This will be followed by a welcome from the Chairperson.
Sas Mukherjee, CFO & Chief Strategy Officer, York Risk Services
9:40 - 10:15
Finance and innovation—the perfect partnership
- Working hand in hand to bring value to the business
- Being a good business partner
- Using data analytics to identify and prioritize investment in innovation
Sandra M. Clarke, CFO, Blue Shield of California
10:15 - 10:50
Role of the CFO in today’s global business landscape
- Embracing and understanding technology to drive ongoing innovation
- Being more data driven and automated
- Creating a meaningful work environment
Role of the CFO in today’s global business landscape
Mary Lambert, Director Global Business Services, Bose
10:50-11:00
Coffee break and networking
11:00 - 11:25
Workshop 1
Financial Reporting
11:25-11:50
Networking
11:50 - 12:15
Workshop 2
Fireside Chat with TripAdvisor
Dan Rashba, Senior Director of Finance, TripAdvisor
Paul Hands, Regional Vice President of Sales, Anaplan
12:15-12:40
Networking
12:40 - 13:05
Workshop 3
Working Capital Optimization
11:00-13:05
One-to-One meetings
Intelligently matched one-to-one meetings:
- Risk management
- Business reporting
- Blockchain
- Performance management
- Big data and analytics
- ERP
- Process automation
- BPO/BPM
- HCM
- Management information systems
- Supply chain optimisation
- Invoicing financing and e-invoicing
13:05-14:00
Networking lunch hosted by Anaplan
Stream 1 - Strategy & Change
14:00 - 14:35
Embracing change: The evolving role of the CFO
- Shaping company strategy and direction to improve the overall performance
- Instilling finance mindset across departments to promote business growth
- Promoting innovative approaches to inspire and motivate your team
Aradhana Sarin, CFO, Alexion Pharmaceuticals
Stream 2 - AI & RPA
14:00 - 14:35
Moving towards the 4th industrial revolution: an AI and RPA overview
- Separating myths VS reality
- Choosing which individual tasks to automate with RPA
- Picking the right automation plan and software partners
Dave Sackett, CFO, ULVAC Technolgies
Stream 1 - Strategy & Change
14:40 - 15:15
Meeting the CFO’s digital transformation challenge
- Developing a clear roadmap for finance to enable, lead and guide digital transformation efforts into the future
- Determining the economic viability of digital business models
- Managing culture and connecting different areas of your organisation into the planning and set up
Scott Griffiths, CFO, Marketing, Farmers Insurance
Stream 2 - AI & RPA
14:40 - 15:15
Defining automation as a key strategy to embark upon financial digital journey
- Business automation
- Key drivers for automation
- Sustainability
Priya Chanduraj, Senior Finance Director, Schneider Electric
15:15 - 15:25
Coffee break and networking
15:25 - 15:50
Workshop 4
Hosted by Jedox
15:50-16:15
Networking
16:15 - 16:40
Workshop 5
Data Driven Strategy
16:40-17:05
Networking
15:25 - 17:05
One-to-One meetings
Intelligently matched one-to-one meetings:
- Risk management
- Business reporting
- Cyber security
- Performance management
- Big data and analytics
- ERP
- Process automation
- BPO/BPM
- HCM
- Management information systems
- Supply chain optimisation
- Invoicing financing and e-invoicing
17:05 - 17:45
Discussing the effects of the trade war with China
- Navigating the evolution of the Chinese market
- Pinpointing the impact of changing tariffs on US market
- Estimating the best practices to manage market risks in volatile scenery
Frank Sansone, Treasurer & SVP - Head of Treasury, China Construction Bank
19:00
Networking dinner & drinks reception featuring guest speaker Trent Theroux — CFO and expert in developing resilient leaders
8:30 - 9:00
Morning registration & breakfast
Informal networking over breakfast.
9:00 - 9:35
How to build an ethical business
- Role of finance function in building an ethical business
- Ensuring decision-making is not influenced by external factors
- Deliberating the appropriate strategy to address ethical issues to prevent corporate scandal
Patricia D. Shannon, CFO & SVP, AARP Foundation
9:35 - 10:10
Building a data strategy to meet the evolving needs of your business
- Creating a data philosophy that will transform data into a strategic asset
- Approaches to evaluating and gaining useful insight from your data
- Protecting and keeping data secure
Amy Corbin, Chief Financial Officer, Surescripts
10:10 - 10:45
Building a world class finance team
- Building a finance team aligned with corporate objectives
- Attracting and retaining world class talent
- Creating personalized employee learning experiences and strategies to ensure training investment delivers results and high performers
Amy West, CFO, AHRC New York City
10:45 - 11:00
Coffee break & networking
11:00 - 11:25
Workshop 6
Performance Management
11:25-11:50
Networking
11:50-12:15
Workshop 7
Implementing Intelligent Automation
12:15-12:40
Networking
12:40-13:05
Workshop 8
The Cloud
11:00-13:05
One-to-One meetings
Intelligently matched one-to-one meetings:
- Risk management
- Business reporting
- Cyber security
- Performance management
- Big data and analytics
- ERP
- Process automation
- BPO/BPM
- HCM
- Management information systems
- Supply chain optimisation
- Invoicing financing and e-invoicing
13:05-14:00
Networking lunch
Stream 1 - Data Driven Finance
14:00 - 14:35
Leading a data driven finance function
- The value of data and establishing a single source of
financial truth - Sourcing and selecting the right data tools for your
organization - Managing data and tools in today’s open access market
- Educating your workforce on the value of data analytics
Suzette Bouley, Director of FP&A, Huber Engineered Wood
Stream 2 - Technology Investment & Adoption
14:00 - 14:35
Case study: Outlining how to assess strategic investments to ensure ROI
- Debating how to invest cash flow in the most efficient manner to drive company value
- Sharing the best practice to build a strong balance sheet
- Exploring new market avenues to disclose new potential opportunities
Tim McKean, Vice President, Finance and CFO, Morton Salt
Stream 1 - Data Driven Finance
14:40 - 15:15
The strategic CFO – using smart insight to drive decision making and performance
- How can CFOs ensure they have access to the right data?
- Building a solid data decision framework to drive business
growth - Demonstrating value of your information and data
Ravi Mallela, CFO & Treasurer, First Hawaiian Bank
Stream 2 - Technology Investment & Adoption
14:40 - 15:15
Evolving and refining the finance operating model to add value to your company
- How is technology changing the finance function?
- Practical actions you can apply, execute and progress to move your organization forward
- Key indicators of successful outcomes
Nigel Franklyn, Vice President and Controller, Munich
Reinsurance — Life US
15:20-16:00
Panel discussion: Defining the effective CFO
- Practical approaches to improving your leadership of the finance function and your company
- What new finance competencies to develop next?
- Leading culture change
Kate Conway, SVP & Advisor, Travelers
Jon Kanter, CFO, Goodwin
Sas Mukherjee, CFO & Chief Strategy Officer, York Risk Services
Ade Patton, CFO, Turner Sports, WarnerMedia
16:00 - 16:05
Closing remarks from the Chairperson