Agenda

11TH ANNUAL CFO LEADERSHIP CONFERENCE

June 7-9, 2021

Full session recordings avail to
current CFO Leadership Council members
in your members-only resource library!

Not a member?  Learn more here

All times listed are Eastern Standard Time (EST)

JUMP TO:

Day 1 – Monday June 7

All times listed are EST

12:00pm – 12:10pm

Opening Remarks

 

12:10pm – 12:50pm

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

Keynote Speaker

GENERAL LORI J. ROBINSON

Commander, United States Northern Command and North American Aerospace Defense Command

Moderator

LEIGH HAFREY 

Senior Lecturer, MIT Sloan School of Management

12:50pm – 1:00pm

Transition Break

1:00pm – 1:50pm

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. 

Panelists

Jason Maynard

SVP Global Field Operations, NetSuite

Jack McCullough

Founder/President, CFO Leadership Council

1:50pm – 1:55pm

Transition Break

1:55pm – 2:25pm

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.

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Whilst the focus starts with this technology the key is to then to develop capability, skills and mindsets to maximize the change.  Yet as we do that, we stretch the skills and capacity of overloaded finance teams. In fact, 90% of CFOs say that their teams lack the skills needed for this new environment we find ourselves in. The result is a growing talent-performance gap – the difference between sufficient staff capable of value partnering and well versed in leadership, sense-making, collaboration and story-telling and staff lacking these skills.

Learning Objectives:

  • Recognize how the pandemic has impacted finance functions and what the research in saying
  • Identify the top trends and issues on the minds of finance leaders
  • Determine the top skills and competencies needed to get the most out the digital tools
  • Determine the top skills, competencies and mindset to stay relevant and provide increasing value
  • Construct a talent game plan to align with changing business needs
Panelist

Tom Hood

CPA,CITP,CGMA, Executive Vice President,
Business Growth and Engagement, AICPA

2:25pm – 2:30pm

Transition Break

2:30pm – 3:10pm

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.

Panelists

Ranu
Sharma

Head of International O&T Finance,
Vocalink, a Mastercard company

Tucker Marshall 

CFO,
The J.M. Smucker Co.

Scot
Fredo

CFO,
CarGurus

Moderator

Eileen
Tobias

CFO,
Komodo Health

3:10pm – 3:20pm

Transition Break

3:20pm – 4:00pm

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.

Panelists

Dave
Sackett

CFO,
ULVAC Technologies, Inc.

Peter
Nesbitt

Vice President
of Finance,
Teampay

Sue
Vestri

CFO,
Greenphire

Moderator

Ranga
Bodla

VP of Field Marketing
and Engagement, 
NetSuite

4:00pm – 4:20pm

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.

Keynote Speaker

Sarah Spoja

CFO, Tipalti

Jeff Bohl  

CFO, In Cloud Counsel

4:20pm – 4:30pm

Transition Break

4:30pm – 5:20pm

A Fireside chat with Elena Gomez, Toast

Keynote Speaker

ELENA GOMEZ

CFO, Toast

Moderator

ERIN SCOTT  

Senior Lecturer in Technological Innovation, Entrepreneurship, and Strategic Management, MIT Sloan School of Management

5:20pm – 5:30pm

Reflections & Closing Remarks 

5:30pm – 6:30pm

It’s A Wrap ~ Day 1 Networking

Day 2 – Tuesday June 8

All times listed are EST

12:00pm – 12:10pm

Opening remarks

12:10pm – 12:50pm

A Fireside Chat with Glenn David, Zoetis

Keynote Speaker

GLENN DAVID

Group President, Zoetis

Moderator

COURT CHILTON  

Senior Lecturer, MIT Sloan School of Management

12:50pm – 1:00pm

Transition Break

1:00pm – 1:50pm

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.

Panelists

Ross Tennenbaum

CFO, Avalara

Scott Peterson

VP, Government Relations,
Avalara

Kim
Rueben

Sol Price Fellow and Director State and Local Finance Inititative,
Urban Institute

Faranak
Naghavi

Partner in the America’s Indirect Tax and Tax, Technology and Transformation practices,
Ernst & Young

1:50pm – 2:00pm

Transition Break

2:00pm – 2:20pm

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.

Panelists

Steven Kovac

VP of Customer Success, Softrax

Steven Mitchell

Software Implementation Solution Architect,
Softrax

2:20pm – 2:30pm

Transition Break

2:30pm – 3:10pm

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.

Panelists

Christine D.
Gagnon

CFO,
African Asset Finance Company, Inc.

Susan
Kim

CFO,
Pacific Biosciences

Brett
Abbey

CFO,
Mob Scene

Moderator

Mark
Maurer

Reporter,
The Wall
Street Journal

3:10pm – 3:20pm

Transition Break

3:20pm – 4:00pm

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.

Panelists

Malgorzata
Szturmowicz

Global CFO,
Booksy

Cynthia
Stephens

CFO,
Templafy

Bona
Allen

Senior VP & CFO,
Kajima Building and Design, Inc.

Moderator

Mindy
Barker

CEO,
Barker Associates

4:00pm – 4:20pm

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.

Speaker

Anant Kale

Co-founder and CEO,
AppZen

4:20pm – 4:30pm

Transition Break

4:30pm – 5:20pm

A Fireside Chat with David Denton, Lowe’s

Keynote Speaker

DAVID DENTON

CFO, Lowe’s

Moderator

JOHN REX 

Executive Coach, Rex Executive Leadership

5:20pm – 5:30pm

Closing Remarks

5:30pm – 6:30pm

It’s A Wrap ~ Day 2 Networking

Day 3 – Wednesday June 9

All times listed are EST

12:00pm – 12:10pm

Opening Remarks

12:10pm – 12:50pm

A Fireside Chat with Paul Henrys, Feeding America

Keynote Speaker

PAUL HENRYS

CFO, Feeding America

Moderator

MICHELLE HANLON  

Professor & Area Head for Economics, Finance, Accounting, MIT Sloan School of Management

12:50pm – 1:00pm

Transition Break

1:00pm – 1:50pm

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
Panelists

Rauli Garcia

Vice President of Strategic Marketing,
Sage Intacct, Inc.

Tina Wang

VP, Product Marketing,
Sage Intacct, Inc.

1:50pm – 2:00pm

Transition Break

2:00pm – 2:20pm

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.

Panelists

Chris Santomassimo

Partner,
Santomassimo Davis, LLP

2:20pm – 2:30pm

Transition Break

2:30pm – 3:10pm

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.

Panelists

Danielle C.
PIerre

VP of Digital Finance,
Thermo Fisher

Madhu
Ranganathan

EVP & CFO,
OpenText

Christine
Laurens

CFO and Partner,
Kearney

Moderator

Rauli
Garcia

Vice President of Strategic Marketing,
Sage Intacct, Inc.

3:10pm – 3:20pm

Transition Break

3:20pm – 4:00pm

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.

Panelists

M.G.
Thibaut

CFO,
DroneDeploy

Terry
Coelho

EVP & CFO, 
BioDelivery Sciences International

Hemant
Kumar

CFO and Board of Director Member
​Sol-Millennium Medical Group

Moderator

Jeff
Mazza

Vice President of Finance,
Second Life Mac

4:00pm – 4:20pm

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.

Panelists

 Ryan Neu

Founder & CEO, Vendr

Sam Gorgone

Sales, Vendr

4:20pm – 4:30pm

Transition Break

4:30pm – 5:20pm

A Fireside chat with Meghan Frank, lululemon

Keynote Speaker

MEGHAN FRANK

CFO, lululemon

Moderator

ZEYNEP TON  

Professor, MIT Sloan School of Management

5:20pm – 5:30pm

Reflections & Next Moves

5:30pm – 6:30pm

It’s A Wrap ~ Day 3 Networking

Contact

Sponsorship

Karyn Egeland
Director, Partner Relations
karyn@cfolc.com

Andrea Houlne
Manager, Partner Relations
andrea@cfolc.com