Day 3

Day 1 – Monday June 7

All times listed are EST

Opening Remarks

A Fireside Chat with General Lori Robinson, U.S. Air Force

Transition Break

Platinum Sponsor

Actionable Insights from Oracle NetSuite

The Next CFO Agenda: Opportunity Creator

Join CFO Leadership Council President, Jack McCullough, and former wall street analyst and current NetSuite SVP Global Field Operations, Jason Maynard, for a fireside chat as they discuss what the changing role of the CFO really means and what they need to successfully capture the next phase of growth. 

Transition Break

Gold Sponsor

Actionable Insights from  CGMA

Getting our Mise En Place – setting our table for the future and developing the right talent

CFOs and finance professionals have been thrust into the center of attention as they are called on to help businesses ‘survive and thrive’ in these extraordinary times.  The starting point is generally to address the cost effectiveness of our finance teams by using digital tools so we can spend more time on value creating activities through the use of greater analytics and become strategic partners to the business.

Transition Break

Building Tomorrow’s Finance Team

New skills and capabilities are required by Finance, new expectations by finance teams, and the Gen Z wave is now here.  CFOS are focused on creating cultures that promote individuality, reinvention, and adaptiveness.  CFOs are rethinking their strategies and approaches to rebuild their finance talent model. A key objective is to attract, engage and retain GenZ to build the next wave of finance leaders.

Transition Break

The New Tech Agenda

CFOs need to lead to guide their organizations to make smart technology investments that deliver competitive results.  The CFOs are now working with the executive leadership team and Boards to guide in the deployment of technology that aligns with the company’s strategy and business model while at the same time delivers meaningful positive financial impact.

Gold Sponsor

Actionable Insights from Tipalti

The Evolving Role of CFO’s – Architect, Catalyst and Strategist

The never-ending pressure to manage costs, grow revenue and ensure control have put the role of the CFO under a scanner. Economic uncertainty, increased regulatory requirements, and increased investor scrutiny have forced them into the spotlight. CFO’s have a unique opportunity to seize the moment and elevate themselves from gatekeepers to architects of business transformation. To do so effectively CFO’s will have to embrace the role as a strategist, taking a seat at the strategy planning table and help influence their companies, while also executing change in the finance function, as a catalyst. CFO’s are often best placed to play a leading role in driving transformation throughout the organization –  their broadening influence makes them well positioned to become the catalyst for change in their organization.

Transition Break

A Fireside chat with Elena Gomez, Toast

Reflections & Closing Remarks 

It’s A Wrap ~ Day 1 Networking

Day 2 – Tuesday June 8

All times listed are EST

Opening remarks

A Fireside Chat with Glenn David, Zoetis

Transition Break

Platinum Sponsor

Actionable Insights from Avalara

A CFO’s guide to navigating tax compliance today

As businesses continue to capitalize on the opportunities ecommerce provides, governments around the world are making changes to their tax regimes to grab their share of the revenue. As a result, businesses are operating within an ever-changing landscape of regulation – one that shows no sign of stopping. This panel discussion will help you navigate tax compliance amid the compounding complexity from regulatory changes, omnichannel transactions, and multi-jurisdictional sales.

Transition Break

Gold Sponsor

Actionable Insights from Softrax

Automation isn’t Automatic… Are you Prepared?

Over the last year, we saw technological investment become a minimum requirement for doing business. But now as we emerge on the other side of a very disruptive year, many executives are beginning to see technological investment as a new hope for improved business results. The SOFTRAX panel will discuss the steps that financial executives need to take in order to successfully leverage advanced technologies such as Machine Learning and Artificial Intelligence, and the many benefits of doing so.

Transition Break

The CFO’s Unique Role In Strategy

CFOs are recognizing that today’s business landscape requires new strategies fast. These new strategies will require making hard decisions that lack complete information.  Leading CFOs see this as an opportunity to heighten their “Strategist” role.   These CFOs are bringing their financial acumen to guide the executive leadership team and Board to confidently make strategy decisions. These include how the required investments of the strategy will be financed, key financial measures the company must realize, and the company’s financial capacity to absorb a miss. When fulfilling this role CFOs enable their organization to confidently take-on their strategy.

Transition Break

Creating The New Workplace

CFOs are moving to transition to today’s new workplace. They are addressing the need for “smart” buildings, adjust to new work styles, meet safety concerns, maintaining a common culture and reducing excess real estate capacity.

Gold Sponsor

Actionable Insights from AppZen

How AI is Transforming Finance Operations

We’re in the new Era of Autonomous Finance! Digital transformation is happening throughout companies, but it is Finance where it is making the biggest impact by eliminating repetitive manual work and delivering predictive intelligence never before seen.  During this session, AI expert, Anant Kale, will show you why you want to know the difference between Automation and Autonomous when it comes to improving your finance operations. He will also share his Autonomous Index for Finance to help you gauge how your finance operations process is scored.

Transition Break

A Fireside Chat with David Denton, Lowe’s

Closing Remarks

It’s A Wrap ~ Day 2 Networking

Day 3 – Wednesday June 9

All times listed are EST

Opening Remarks

A Fireside Chat with Paul Henrys, Feeding America

Transition Break

Platinum Sponsor

Actionable Insights from Sage Intacct

Human-Centric Digital Transformation for Finance Leaders

The term “Digital Transformation” has been tossed around in recent years to describe a technology-first means to transform businesses. But what IS digital transformation, really? IT modernization? Process automation? Or a human-focused business imperative?  In this session, we’ll explore:

• Deconstructing digital transformation to show how replacing manual processes with digital processes puts people first, rather than make them obsolete
• Technologies like artificial intelligence and big data serve the transformation by elevating the work of humans
• Human-centric digital transformation is a critical enabler for companies to anticipate and prepare for change

Transition Break

Silver Sponsor

Actionable Insights from Santomassimo Davis, LLP

What Do COVID-19 & Legalized Marijuana Have In Common?
Changes for Employers, That’s What

The coronavirus pandemic has forever changed how employers recruit, manage and interact with their employees in a myriad of ways.  At the same time, employers grapple with states’ legalization of a substance which remains controlled and illegal on a federal level.  This segment explores where the two issues intersect and how employers can embrace the change.

Transition Break

Leading Digitalization for Results

CFOs are stepping in to play an important role when it comes to digitalization.  As a strategist they are influencing their company’s digitalization efforts so strategic financial performance initiatives can be realized by the organization. Examples include process efficiency, operational cost reduction and sales growth and margin expansion.

Transition Break

CFO as Provider of New Insights 

In today’s quickly changing environment, leading CFOs recognize their organizations can only realize nimbleness if Finance becomes the provider of fresh rapid insights. Delivery of these insights can lead to competitive advantage. In response they are deploying data rich solutions supported by AI and advanced analytics.  And, at the same time reskilled teams that turn data into information to drive rapid decision making.

Gold Sponsor

Actionable Insights from Vendr

Instant SaaS savings: How we’ve saved high-growth companies a combined $72M+ on SaaS 

Get a deeper dive into how SaaS pricing models work to understand how you can shave 20% off your expenses. Vendr founder and SaaS sales veteran Ryan Neu will walk attendees through tips he’s learned from negotiating SaaS for 175+ companies.

From timing the renewal to maintaining optionality, you’ll walk away from the session with actionable tips. Learn how to approach any negotiation, what levers to pull, and what to avoid in the contract before signing. 

Attendees will also leave with a roundup of quick hits on how to delegate documentation and optimize the buying process.

Transition Break

A Fireside chat with Meghan Frank, lululemon

Reflections & Next Moves

It’s A Wrap ~ Day 3 Networking