Agenda

11TH ANNUAL CFO LEADERSHIP CONFERENCE

June 7-9, 2021

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 – 1:55pm

Actionable Insights from Platinum Sponsor, Oracle NetSuite

1:55pm – 2:00pm

Transition Break

2:00pm – 2:20pm

Actionable Insights from a Conference Sponsor

2:20pm – 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

Actionable Insights from Gold Sponsor, Tipalti

4:20pm – 4:30pm

Transition Break

4:30pm – 5:20pm

A Fireside chat with Elena Gomez, ZenDesk

Keynote Speaker

ELENA GOMEZ

CFO, ZenDesk

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 – 6:00pm

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

CFO, Zoetis

Moderator

COURT CHILTON  

Senior Lecturer, MIT Sloan School of Management

12:50pm – 1:00pm

Transition Break

1:00pm – 1:55pm

Actionable Insights from Platinum Sponsor, Avalara

1:55pm – 2:00pm

Transition Break

2:00pm – 2:20pm

Actionable Insights from Gold Sponsor, 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

Actionable Insights from a Conference Sponsor

4:20pm – 4:30pm

Transition Break

4:30pm – 5:20pm

A Fireside Chat with David Denton, Lowes

Keynote Speaker

DAVID DENTON

CFO, Lowes

Moderator

JOHN REX 

Executive Coach, Rex Executive Leadership

5:20pm – 5:30pm

Closing Remarks

5:30pm – 6:00pm

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 – 1:55pm

Actionable Insights from Platinum Sponsor, Sage Intacct

1:55pm – 2:00pm

Transition Break

2:00pm – 2:20pm

Bronze 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.

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
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

Actionable Insights from Conference Sponsor

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 – 6:00pm

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