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2022 Agenda

Your time is maximised onsite through a combination of keynote presentations, workshops, interactive discussion groups, pre-arranged one-to-one meetings and quality networking sessions

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  • Day 1
  • Day 2
Wednesday 12th October, 2022
08:30 - 09:15

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.

09:15 - 09:30

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 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.

Ravi Correa, Chief Financial Officer, Angel Oak Lending, Angel Oak Home Loans

09:30 - 10:10

The growing role of the CFO

  • Why there is a need for CFO’s to be increasingly involved in all facets of the business
  • The challenges of doing more with the same amount of time
  • Is the CFO becoming more of a strategic partner rather than just a numbers person?
  • Optimising the finance function through leadership & technology, & what tech to look out for next

Michael Rossi, Chief Financial Officer, Harvard Bioscience

 

10:10 - 10:50

Organisational readiness: Preparing for an impending recession after Covid-19

  • Lessons learnt in resilience & agility as a result of global disruption & economic turmoil
  • Is my organisation agile enough to stay ahead of the continued pace of change and uncertainty?
  • The low hanging fruit of cost consciousness is over, how to think bigger and more effectively on cost controlling
  • What will modern consumer & staff expectations look like? How will we work differently?
  • How can we accurately forecast, the short to long term, to protect against market shifts?

Vickie Barrow-Klein, Chief Operating Officer/CFO, Planned Parenthood Federation of America

 

10:45-11:00

Coffee break and networking

11:00 - 11:25

Workshop 1

Shaping Company Strategy

11:25-11:50
Networking
11:50 - 12:15

Workshop 2

Driving a new age of organizational insight

 

12:15-12:40
Networking
12:40 - 13:05

Workshop 3

How CFOs can support growth?

 

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
14:00-14:40

Interest Rates: Changing From Libor to Sofr

  • Short term structure of rates
  • What does the change mean for your business
  • How to plan for this current volatility in rates and currencies
  • Is now a great time to borrow?

Frank Sansone, Treasurer & SVP – Head of Treasury, China Construction Bank

14:40-15:15

Building a Collaborative Culture to Get The Best From Your Workforce

  • What role does diversity & inclusivity play to unlock staff’s full potential?
  • Top tips to foster transparent & trusting mindsets
  • Focusing the organisation on a common goal and make making finance processes understandable
  • What do staff members look for in their employers?

Amy West, EVP & CFO, AHRC NY

15:15 - 15:25

Coffee break and networking

15:25 - 15:50

Workshop 4

Your Roadmap to EPM Digital Transformation

 

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

Implementing Automation In Your Finance Department

  • Can automating certain parts of your business improve efficiency and create a more competitive business long term?
  • Planning for the cost of new digital assets as well as digital upskilling required
  • Real-time data decisioning making and moving to predictive decision making
  • Which automation technology would have the greatest impact on your business

Adil Khan, Global Director, Finance-Operations Excellence, BD

 

 

19:00
Networking dinner & drinks reception
Thursday 13th October, 2022
08:30 - 09:00

Morning registration & breakfast

Informal networking over breakfast.

09:05 - 10:15

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.

Roundtable 1: Excellence in Governance

Casey Rosenzweig, Executive Vice President & CFO, Mohawk

 

Roundtable 2: Retaining Your Best Talent

Amy West, EVP & CFO, AHRC NYC

Roundtable 3: Are You Cyber Secure?

Sanjay Macwan, Chief Information Officer & Chief Information Security Officer, Vonage

Roundtable 4: New Working Models

Ravi Correa, Chief Financial Officer, Angel Oak Lending, Angel Oak Home Loans

10:15 - 10:45

Roundtable wrap-up by the Chairperson

Each host gives a short overview of key findings from their discussion & creates an ideas board to be distributed post event with the presentations.

10:50 - 11:00

Coffee break & networking

11:00 - 11:25

Workshop 6

Intelligent Automation

 

11:25-11:50
Networking
11:50-12:15

workshop 7

Talent Development 

 

12:15-12:40
Networking
12:40-13:05

workshop 8

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 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

14:00-14:40

Streamlining Technology: Digital Transformation

  • Investing in new technologies and creating internal business brands for finance, data and IT
  • Prioritising the ability to scale quickly and building company wide digital competency
  • Switching from costly legacy systems to more automated to free up human resource
  • Avoiding returning to old systems after implementation

Sanjay Macwan, Chief Information Officer & Chief Finance Officer, Vonage

14:40-15:15

Emotional Intelligence to Manage Change

In a world that is rapidly changing, it is important to think about how change is impacting and influencing our emotions. Emotions are involved in every decision we make. Emotional intelligence, or EI, is the ability to identify and manage your own emotions, and those of the people around you, and to focus your emotional energy to get things done. EI, is a flexible set of skills that can be acquired and improved with practice. In this session we will discuss how EI can be use to:

  • Manage stress.
  • Improve communication
  • Build relationships
  • Improve problem solving

Nigel Franklyn, Senior Director, Finance and IT, Munich Reinsurance – Life US

15:15 - 16:00

Panel Discussion: ‘If You’re Not Growing, You’re Dying’: Business Growth & Uncertainty

  • Do you need better data to grow your business: can digitalisation be the cure for the uncertain business climate?
  • How should you prioritise funding for new initiatives? What metrics should be used?
  • Why is creating strong C-suite relationships is so important
  • Will strategic transactions like acquisitions and joint ventures make the difference long term?
  • Benefits of undertaking digital transformation and increasing the use of data analytics and AI
  • How does the competitive environment affect successful capital employment

Ravi Correa, Chief Financial Officer, Angel Oak Home Loans
Casey Rosenzweig, Executive Vice President & CFO, Mohawk
Frank Sansone, Treasurer & SVP – Head of Treasury, China Construction Bank
Bill Fahrbach, Chief Financial Officer, Facet Wealth

 

 

 

 

16:00 - 16:10
Closing remarks from the chairperson

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BOSTON, USA
25 - 26 OCTOBER, 2023

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