CFO Leadership Conference: West

Marriott Phoenix Resort Tempe at the Buttes
Phoenix, AZ | October 2 – 4

“This group is the most practical and valuable investment I’ve made in my professional growth. Truly, what an honor to be affiliated.”

Margaret Fitzgerald
CFO, Allied Printing Company, Inc.

CFO Leadership
Conference West

October 2 – 4, 2023
Phoenix, AZ

Venue

Marriott Phoenix Resort Tempe at The Buttes
2000 W Westcourt Way
Tempe, Arizona 85282
Book now

OR call 1 (800)-228-9290 and
mention CFO Leadership Conference West

Register Today

Member

$795

Non-Member
Finance Leader*

$1095

General Admission

$1495

Conference Ticket + Membership

$1220

Best Value for Non-Members!

*Must be a CFO or Qualified Senior Level Accounting/Finance Professional

Featured Keynotes

Sandra
Clarke

EVP/COO, Blue Shield of California

Shannon Nash, Esq., CPA

CFO, Wing
(an Alphabet Company)

Dan Rice,
US UA

President, American University Kyiv
Special Advisor to the Commander in Chief Ukraine Armed Forces

Glenn Hopper

Director, Eventus Advisory Group, LLC
Author of “Deep Finance: Corporate Finance in the Information Age”

Testimonials

“This group is the most practical and valuable investment I’ve made in my professional growth. Truly, what an honor to be affiliated.”

Margaret Fitzgerald
CFO, Allied Printing Company, Inc.

“This is a premier CFO event. Learning from and networking with CFOs is valuable and unique. How many conferences allow you so much learning from peers?”

Jean Zick, Partner, Juna Financial

“I am struck by the amount of inspiring, competent, authentic individuals I met. From attendees to sponsors to keynote speakers, they were all top notch.  And just like that my networking goals disappeared, my natural ability to converse appeared and I found my tribe.”

Holly Purcell, MBA, CPA, Consulting CFO, LS Associates

“This is the whole reason why I joined the CFOLC. Hearing the different perspectives and experiences while expanding my network!”

Mark Abrahm, CFO, Fortified

“Just wrapped up my first-ever CFO Leadership Council conference! Between tuning into amazing speakers, getting deep into discussions on leadership and industry trends, and scoring some awesome real-life advice, this was nothing short of a home run. But what really got me was the fantastic and inspiring group of CFOs I got to connect with – it genuinely feels like I’ve forged lifelong friendships here.”

Landy Lin, Executive Director Finance, Project Outlier

“As always a very well put together event, fantastic content for our times and to be able to network in person is tremendous. Congratulations to The CFO Leadership Council.”

Peter Brau, CFO, The Center for Reimagining Learning

“This group is invaluable to me! What great insight and resources the members have provided! Thanks so much!”

Sheryl Kilgore, CFO, Iris Networks | Nashville Chapter

“CFOs should join a group like CFOLC that is just for them.  Our CFO Leadership Council group in San Francisco is phenomenal, and we’d love to have more fabulous CFOs join us.”

Julie Leonhard, CFO, Blentech Corporation,
CFOLC Member and Advisory Board Member – SF Chapter

Why Attend?

Get ready to be treated to an intense but stimulating program that covers all tracks leading to strong job performance and sustained company growth. Get the real tactics you need to become that strategic leader.

The contemporary CFO must be multidimensional, able to perform a multitude of key tasks in helping to run the company.  Few events offer the scope of critical topics and exceptional speakers.

It’s comprehensive. It’s authoritative. It’s a must attend.

Experience the energy!

 

%

92% of attendees are the top finance or accounting decision-maker at their company

Agenda

Full agenda will be posted soon.
3 days of live, in-person collaboration with your finance peers and inspiration from world-class experts.  Get ready for the real tactics you need to become the strategic leader in these unprecedented times.

10 CPEs offered*

Monday, October 2

1:30P – 3:00P

Pre-Event Workshop: Taking Charge Of Your Career Path from the C-Suite to the Boardroom

Coco Brown
CEO, The Athena Alliance

Additional registration required. For Conference attendees only.

3:30P – 5:00P

Pre-Event Workshop: Becoming A Charismatic Connector

Jeff Rawls
Corporate Trainer & Executive Producer, JesterZ Professional Services

Additional registration required. For Conference attendees only.

5:00P – 7:00P

Welcome Reception & Exhibit Hall Open

Tuesday, October 3

8:00a – 9:00a

Registration & Networking Breakfast

9:00a – 9:10a

Opening Remarks

Jack McCullough, CFO Leadership Council

9:10a – 10:00a

KEYNOTE | GENERATIVE AI LIVE LAB

Speaker:
Glenn Hopper, Director, Eventus Advisory Group, LLC
Author of “Deep Finance: Corporate Finance in the Information Age”

Designed for CFOs seeking to understand the applications of generative AI on financial decision-making, this interactive workshop will step into the future of finance. You’ll engage in collaborative exercises and real-time simulations to learn how generative AI’s predictive capabilities can enhance forecasting and risk management scenarios. We’ll touch on ethical AI practices and other important guardrails to consider as we evaluate generative AI’s role in influencing decision-making and reshaping the finance function.

10:00a – 10:50a

Visionary Panel | NetSuite
Beyond KPIs:  How CFO “Storytellers” Chart the Road to Profitability

Speakers:
Kevin Galloway, Sales Enablement and Communications Advisor, Oracle/NetSuite

Erik Nakamura, CFO Orange Comet

Michael Bayer, CFO, Wasabi Technologies

To put your company on the road to profitability, you need to acquire the best data and KPIs. But numbers are not enough. The most successful CFOs today are becoming expert storytellers as they communicate the narrative behind the data.

Join us as we talk with professional storyteller Kevin Galloway to reveal how to acquire and hone this sought-after skill. Kevin is a professional actor, educator, and presenter. He and fellow financial leaders will host a panel that will share insights on:

  • how to become a key storyteller in your organization,
  • the three top storytelling skills you need to acquire,
  • what it takes to make your data more compelling,
  • how to sell your ideas to lead effectively in a challenging economy,
  • tips to effectively communicate data insights to drive your strategy forward,
  • how finance leaders link storytelling to profitability.

10:50a – 11:20a

Break

11:20a – 12:10p

Breakout Sessions

Doing More with Less: Leveraging Technology to Boost Efficiency

Speakers:

Isabelle Wang, CFO, Legion Technologies
Stacy Hall, Regional Director, CFO Leadership Council
Jacque Davis, CFO/COO, 24Hr HomeCare

In the past year, the economic landscape has pushed businesses to be more efficient and CFOs to be more strategic. While many companies are focused on cost reductions, it’s imperative that you find the right balance and don’t trim the wrong areas, as this could lead to inefficiencies that affect revenue generation. The key is understanding what technology you can leverage to boost productivity. From automating repetitive tasks to leveraging AI and data analytics for informed decision-making, hear from our expert panelists about how they’ve harnessed the power of technology to drive greater efficiencies and fuel growth.

How the Office of the CFO is Transforming Planning

Disparate systems, inefficient spend and continual change management often ail the office of the CFO. In turn, this office is often looked at for saying no to every dollar and not understanding the business impact. Learn how other CFOs have navigated transforming into efficient planning. You’ll take away a dialogue on how you can make incremental changes within your organization to have better planning, faster decision making and lead the charge for how the office of the CFO can really pave the path for transformation.

How Finance Can Unlock The Black Box of Marketing

Speakers:
Rowan Tonkin, CMO, Planful

Erik Nakamura, CFO, Orange Comet

Finance talks in dollars while Marketing speaks in a murky language of leads, click-through rates, and share of voice.
 Marketing’s value shouldn’t get lost in translation. Smarter CFOs are partnering with their CMO peers to turn marketing metrics into strategic financial insights.
 Join Erik Nakamura, CFO of Orange Comet, and Rowan Tonkin, CMO of Planful, as they embark on a candid conversation to share how to unlock the mysteries between each function and how to create a shared language to help prove and improve the value of every marketing dollar.
AI in Finance: A vision of the future

Speaker: Erik Zhou, Chief Accounting Officer, Brex

AI is revolutionizing the financial landscape and redefining the way we make decisions. In this session, we will explore the transformative impact AI will have on the world of finance and how AI can help accelerate global expansion and operations. You don’t have to be an expert on AI to join this discussion and regardless of familiarity with the topic, you’ll walk away from the session with a better understanding of how leveraging AI will help maximize innovation, people management, and efficiency within your organization.

12:15p – 1:15p

Networking Lunch

1:15p – 1:45p

Networking in the Exhibit Hall

1:45p – 2:35p

Visionary Panel | TRAVELERS
Resentment. Burnout. Reluctant Stayers and Loud Leavers. Trends in Workforce Power Dynamics.

Speakers:
Keith Andersen, Vice President, Travelers
Dr. Anthony C. Klotz

Thought the tight labor market would loosen and resolve your workforce issues? Not so fast. Dr.Anthony Klotz of the University College London School of Management first predicted the Great Resignation in 2021. He now foresees lingering headwinds from a growing undercurrent of employee resentment and mid-level leader burn-out. The shift of power from employees back to employers has not materialized in many companies.

In this panel discussion, Dr. Klotz will share insights on the industries that are likely to experience above-average quit rates over the next two years. He’ll help us understand worker mentality across generations as well as new trends like rage applying and the great regret. Joining Dr. Klotz will be Keith Andersen, Travelers Insurance Vice President for General Liability. He will help us understand what these trends could mean to loss costs, quality control, and liability.

Together, they will offer –

  • Insights into employees’ relationships with their jobs right now, and how those bonds are coming undone.
  • The reasons why your best future employees may be your former employees.
  • The mindset shifts leaders need to make, especially in certain industries where there are more jobs than workers.
  • A view from the courtroom and why these trends may even lead to increased risk of litigation.

2:35p – 3:20p

Keynote | Kyiv Rising: The Unfolding of the Ukraine Conflict – And Lessons for Today’s Leaders

Speaker:
Dan Rice, US UA | President, American University Kyiv & Special Advisor to the Commander in Chief Ukraine Armed Forces

Moderator: Marshall Cooper, CEO, Chief Executive Group

Ukraine has made history as an underdog leveraging innovation to create an asymmetric advantage against a much larger adversary. As the newly appointed President of the American University Kyiv and experienced Special Advisor to General Valerii Zaluzhnyi, Commander-in-Chief of the Ukrainian Armed Forces, Dan Rice, a U.S. Army combat veteran, Purple Heart recipient, and President of Thayer Leadership, will share how culture change in the Ukrainian Army has had a pivotal role in the outcome of the conflict to this point. Dan’s animated storytelling and first-hand experiences will offer valuable lessons for anyone leading agile teams in today’s volatile, uncertain, complex or ambiguous (VUCA) time. He will explore how the effects of the Ukraine situation in the geopolitical climate have evolved over the last year, and the impact on the global economy.

Leadership Takeaways:

  • Achieve the positive effects of deliberate cultural transformation
  • Learn how to think more strategically
  • Realize the power of clear and concise communication
  • Explore empowerment and its impact on a leader’s ability to deliver on intent
  • Implement humor as a source of calm in the chaos
  • Understand the value of agility, collaboration, and initiative in VUCA environments
  • Learn how to leverage innovation to create asymmetric advantage

3:20p – 3:40p

Break

3:40p – 4:30p

Breakout Sessions

Doing More with Less: Leveraging Technology to Boost Efficiency

Speakers:

Isabelle Wang, CFO, Legion Technologies
Stacy Hall, Regional Director, CFO Leadership Council
Jacque Davis, CFO/COO, 24Hr HomeCare

In the past year, the economic landscape has pushed businesses to be more efficient and CFOs to be more strategic. While many companies are focused on cost reductions, it’s imperative that you find the right balance and don’t trim the wrong areas, as this could lead to inefficiencies that affect revenue generation. The key is understanding what technology you can leverage to boost productivity. From automating repetitive tasks to leveraging AI and data analytics for informed decision-making, hear from our expert panelists about how they’ve harnessed the power of technology to drive greater efficiencies and fuel growth.

How the Office of the CFO is Transforming Planning

Disparate systems, inefficient spend and continual change management often ail the office of the CFO. In turn, this office is often looked at for saying no to every dollar and not understanding the business impact. Learn how other CFOs have navigated transforming into efficient planning. You’ll take away a dialogue on how you can make incremental changes within your organization to have better planning, faster decision making and lead the charge for how the office of the CFO can really pave the path for transformation.

How Finance Can Unlock The Black Box of Marketing

Speakers:
Rowan Tonkin, CMO, Planful

Erik Nakamura, CFO, Orange Comet

Finance talks in dollars while Marketing speaks in a murky language of leads, click-through rates, and share of voice.
 Marketing’s value shouldn’t get lost in translation. Smarter CFOs are partnering with their CMO peers to turn marketing metrics into strategic financial insights.
 Join Erik Nakamura, CFO of Orange Comet, and Rowan Tonkin, CMO of Planful, as they embark on a candid conversation to share how to unlock the mysteries between each function and how to create a shared language to help prove and improve the value of every marketing dollar.
AI in Finance: A vision of the future

Speaker: Erik Zhou, Chief Accounting Officer, Brex

AI is revolutionizing the financial landscape and redefining the way we make decisions. In this session, we will explore the transformative impact AI will have on the world of finance and how AI can help accelerate global expansion and operations. You don’t have to be an expert on AI to join this discussion and regardless of familiarity with the topic, you’ll walk away from the session with a better understanding of how leveraging AI will help maximize innovation, people management, and efficiency within your organization.

4:40p – 5:20p

KEYNOTE | SECRETS OF ROCKSTAR CFOS

Speaker:
Jack McCullough, President & Founder, CFO Leadership Council, Author, “Secrets of Rockstar CFOs”

Join us for an exclusive opportunity to gain invaluable insights from one of the most respected and knowledgeable figures in the world of corporate finance, Jack McCullough, founder of The CFO Leadership Council and renowned author of The Secrets of Rock Star CFOs. Jack interviewed more than forty of the best CFOs in the world, from Silicon Valley startups to Fortune 50 multinationals. He will share the nine traits these elite financial leaders share and offer a roadmap to becoming a highly successful CFO. It’s a rare opportunity to learn from a true expert in the field. Don’t miss out on this chance to take your career to the next level!

Key Takeaways:

  • Discover how and why the role of the CFO has evolved to a strategic and operational leader
  • Understand the inherent skills and proficiencies your executive team, board, and other key stakeholders expect you to possess from day one
  • Gain an overview of the new responsibilities the CFO role now oversees
  • Learn how a CFO can leverage a nimble strategic and operational mindset designed to deliver value in multiple organizational settings
  • Explore how to effectively partner across functions and up and down an organizational chart in any environment
  • Discover how strong CFO leadership can drive tangible value for business growth
  • Discover how to increase the influence of finance across the business

5:20p – 5:30p

DAY 1 RECAP

Michael Bayer, CFO, Wasabi Technologies

5:30p – 7:00p

Networking Reception

Wednesday, October 4

8:00a – 9:00a

Networking Breakfast & Roundtable Discussions

How CFOs Transform Their Teams with Automation and Analytics Technology

Speaker: Travis Haworth, CPA, Manager of Office of Finance Transformation| Capitalize Consultings

All Office of Finance teams can improve with automation technology. Whether saving time, reducing errors, avoiding increased headcount, or increasing employee satisfaction is your goal, automation can help. We know the value automation technology brings because we see it in action every day. Capitalize Analytics has guided hundreds of finance leaders throughout their automation journey unlocking value across their organization.

Join us to learn where to start, what common pitfalls to avoid, and how to accelerate ROI.

How Tech Can Enhance Efficiency Amidst Economic Uncertainty

Info coming soon.

9:00a – 9:10a

Opening Remarks

Jack McCullough, CFO Leadership Council

9:10a – 10:00a

Keynote | Next-Level Leadership: How to Become a More Strategic CFO

Speaker:
Sandra Clarke | EVP/COO, Blue Shield of California

Moderator: Dr. Allison Mason | Dean at Grand Canyon University

In this program, CFOs will learn how to develop the skills and experiences needed to adapt to the changing needs of their business. Beyond financial expertise, the CFO role requires a deep understanding of strategy, operations, leadership, and technology. Mastering these skills positions CFOs to assume an increased role in the organizations they lead.

Our keynote speaker, Sandra Clarke, was appointed COO of Blue Shield of California, an organization with more than $22.9 billion in annual revenue and 7,800 employees. Participants will gain insights into key skills and experiences needed to advance, learn how to collaborate effectively with other members of the C-suite, and develop a personal action plan to reach the pinnacle of their companies.

Learning Objectives:

  • Gain insights into the key leadership skills and experiences needed to take on an increased role in the organization.
  • Understand the importance of developing a strong understanding of strategy, operations, and technology to become a versatile executive capable of leading across multiple areas of a business.
  • Develop skills needed to position yourself as a critical decision-maker and a strategic and operational thinker, in addition to being a financial expert.
  • Learn how to build relationships and collaborate effectively with other members of the C-suite, as well as board members to drive organizational success.
  • Develop a personal action plan to continue building skills and experiences to advance in a leadership role and become a well-rounded executive.

10:00a – 10:50a

Visionary Panel: Rho
ECONOMIC OUTLOOK FOR CFO: 2024 & beyond

Speakers:
John Ames, Head of Capital Markets, Rho
Gail Feeder, CFO, SageWater
Lynn Blake, Independent Board Director, Audit Committee Chair, The tru Shrimp Company  

Moderator:
Jack McCullough, President, The CFO Leadership Council

The years of cheap capital are over, meaning CFOs must make smarter bets and apply different methodologies to succeed. What worked for finance chiefs when rates were at zero no longer applies as we approach 2024 and beyond.

Join an engaging panel discussion aimed at answering an important question: How can CFOs excel in the current environment marked by tightened lending conditions? Attend the session to hear insights including:

  • Adapting Working Capital Management: Exploring changes in working capital management over the past year, given the shift from cheap and accessible capital.
  • Private Equity and Credit Dynamics: Understanding the relationship between private equity and various credit sources in today’s economic climate.
  • Future CFO Priorities: Highlighting the top priorities for CFOs in the evolving financial landscape, focusing on 2024 and beyond.

10:50a – 11:20a

Break

11:20a – 12:10p

Breakout Sessions

Your ERP Can't Do It All: The Case for Business Spend Management

Speaker: Tony Tiscornia, CFO, Coupa

Moderator: Emily DeNitto, Executive Editor, Chief Executive Group | Editor, StrategicCFO360, StrategicCIO360 and StrategicCHRO360

Finance leaders are embracing technology to level up the strategic power of their teams and streamline processes. In a climate where organizations of all sizes are watching their tech investment dollars carefully, new technology should complement your ERP and deliver incremental savings and value. In this session, Coupa CFO Tony Tiscornia will share his perspective on how finance leaders should evaluate a business spend management solution, regardless of where you are on your ERP journey. He’ll share real-world examples of how different organizations approach spend management, the benefits they experience, and how to make the case internally for unlocking more value from your ERP.

TACKLE VOLATILITY AND DRIVE MORE VALUE FROM YOUR FP&A & ANALYTICS TEAMS

Speaker: Milosh Nedic, SVP of finance & strategy, Avalara

There’s a “once a century event” happening every other year – it’s just a different event each time bringing new sources of volatility to impact your planning. CFOs need to adjust their forecasting and strategy design as part of a disciplined approach to long-term vision, all while continuing to run an efficient and compliant business with less budget and fewer resources. On top of that, we are seeing finance roles becoming harder to fill, with less people entering the field as a career – that means automating key finance tasks wherever possible is going to become a necessity. Hear how one global finance executive is evolving his value creation plan from one year to five year, improving FP&A processes, and using analytics to help his high-growth organization glean better insights to control recurring costs while driving growth. Don’t miss this interactive discussion with your peer finance executives to explore:

  • Pros and cons of different FP&A and analytics organizational structures to drive maximum insights and efficiencies 
  • Key metrics for defining your FP&A and analytics teams’ success  
  • Automation to get more sophisticated with data 
Considering the Best Exit Strategy: ESOPs and Other Liquidity Alternatives

Speakers:
Keith Apton, Managing Director – Private Wealth Management, UBS Financial Services

Nick Francia, Managing Director – Private Wealth Management, UBS Financial Services

This session will discuss the pros and cons of different exit options available to businesses, including selling to a strategic buyer, selling to private equity, or selling to an Employee Stock Ownership Plan (ESOP). An ESOP is a flexible, tax-efficient exit strategy that allows owners of privately held businesses to sell a portion or all of their company stock and defer or, with the proper planning, permanently avoid paying capital gains taxes. Join your peers for a discussion regarding the unique tax and employee benefits associated with these transactions, including the ability for the seller to sell their equity on a tax-free basis; for the Company to become free of both federal and state income tax; and, how management and employees can obtain equity in their companies without coming out of pocket for any of the capital.  

12:15p – 2:00p

Lunch Keynote |  Leading on the cutting edge of innovation

Speaker:
Shannon Nash, Esq., CPA | CFO, Wing (an Alphabet Company)

Moderator: Dan Bigman | Editor-In-Chief, Chief Executive & Corporate Board Member

As the CFO of Wing, an Alphabet company, Shannon Nash is responsible for providing financial leadership to the world’s most innovative company. In her keynote presentation she will share her insights and experiences in driving financial growth and stability in a fast-paced, technology-driven environment. Nash will discuss the challenges and opportunities of working in the on-demand delivery industry, including navigating regulatory frameworks and planning in a volatile economy, with a focus on how Wing is leveraging the resources and expertise of Alphabet and Google to drive its business forward. She will also share her strategies for building a strong finance team and fostering a culture of financial discipline and innovation.

  • Understandthe unique challenges and opportunities of succeeding not only in a new company, but in a new industry
  • Learnabout the role of a CFO in a rapidly evolving industry and how financial leadership can drive business success while dealing with a complex and evolving regulatory environment, while not stifling the innovative spirit that has made Alphabet the success it has become.
  • Explorestrategies for building a high-performing finance team and fostering a culture of innovation and collaboration as an autonomous company within Alphabet.
  • Gaininsights into best practices on being a “fortune teller” backed by data analysis and using cutting edge technologies and tools.
  • Dive into the various crucial roles played by a CFO, including serving as a valuable thought partner to the CEO, driving strategy with the Board, and why it’s essential for every good CFO to moonlight as a salesperson.

2:00p

Closing Remarks

Exhibit hall closed

Pre-Event Workshops

Limited to 50 seats | $99

Must register for conference for more info

Taking Charge Of Your Career Path from the CSuite to the Boardroom

Monday, October 2 | 1pm – 3pm PT

Coco Brown | CEO, The Athena Alliance

In this 90-minute session (presentation + lively discussion), Coco Brown will shape our understanding of the changing dynamics of modern leadership from the c-suite to the boardroom – from the evolving focus and breadth of responsibility in these domains, to the increasing interconnectivity between them. She’ll talk about the path to the top realms of leadership, share her own journey, and engage in dialogue to help you shape yours. In the presentation, she will speak to:

  • What to know about the shifting dynamics of modern leadership
  • Avoiding burnout and opt-out, and instead how women can take charge of their careers and pave a career path that works for them
  • The criticality of and the art of relationship building for career advancement
  • Guidance to your personal “Reverse Search” to a board role now or in the future

Becoming A
Charismatic Connector

Monday, October 2 | 3:30pm – 5pm PT

Jef Rawls
Corporate Trainer & Executive Producer,
JesterZ Professional Services

Laugh AND learn in this fun, interactive workshop! Improv-based education

Jef Rawls presents an interactive workshop that’s both fun and educational.  We’ll explore the 10 C’s and what it means to be “A Charismatic Connector”.  This is your chance to level up your personality – a tool you should use everyday, with everyone you meet. In the serious business of running a profitable company comes the human aspect of dealing with others. We’ll explore fun and engaging exercises and role-play to better connect with those you lead.

Thank you to our Sponsors

Visionary

Breakout

Exhibitor

Roundtables

Photo Studio

Venue

Marriott Phoenix Resort Tempe at The Buttes
2000 W Westcourt Way
Tempe, Arizona 85282