SPRING 2024

AGENDA

June 4 - 6

Tuesday, June 4

2:00 – 4:00 pm ET

PRE-EVENT WORKSHOP

$95/ticket
Exclusive to Conference attendees only. Registration link will be sent in your registration confirmation.

Masterclass: Executive Presence in Action

Presented by Women Leaders Connect, a Chief Executive Group Community

In this Masterclass, Dr. Hewlett will focus on the core elements of Executive Prescence (gravitas, communication and appearance) and show how the most-sought-after leadership traits have shifted over the last 10 years. With new data and fresh voices, Hewlett demonstrates that in 2024 companies are seeking to promote high-performing men and women who exude confidence and vision, top picks in 2012 as well as 2024, but also telegraph inclusivity and authenticity, qualities which are recent additions to the most-sought-after list.  

Nowadays, corporate leaders are looking to advance managers and executives who can engage and inspire employees on Zoom, as well as in person. And they’re fast-tracking those with top-notch digital skills who are adept at projecting and protecting their company’s brand online and on social media.  

Dr. Hewlett will present the Top Ten Tactics in an interactive format, which spread across the categories of gravitas, communication and appearance, are—according to research—the most admired leadership traits in 2024, the ones that make the most difference in turbocharging the career prospects of managers and executives in the pipeline.  

Don’t miss the opportunity to strengthen your personal executive presence!  

Sylvia Ann Hewlett is an economist, the CEO of Hewlett Consulting Partners, and the founder and chair emeritus of COQUAL. She is the award-winning author of 18 critically acclaimed books, Executive Presence 2.0 (Amazon Best Book of the Month), and The Sponsor Effect (Financial Times Business Book of the Month).  

1:30 – 6:00 pm ET

CFO Leadership Conference Registration

5:00 – 6:00 pm ET

Welcome Reception and Opening of Exhibit Hall

Wednesday, June 5

8:00 – 9:00 am ET

Registration & Networking Breakfast in the Exhibit Hall

9:00 – 9:10 am ET

Opening Remarks

Jack McCullough, President, CFO Leadership Council

9:10 – 10:00 am ET

KEYNOTE

Leadership Through Hyper-Growth & IPOs

Elena Gomez, CFO, Toast
Moderated by Hong Luo, Harvard Business School

Elena Gomez currently holds the position of Chief Financial Officer at Toast, where she is responsible for overseeing global finance, managing investor relations, and driving corporate development initiatives. Elena became a part of the Toast team in 2021, and during her tenure, she played a pivotal role in the company’s successful IPO launch. 

In our upcoming fireside chat, Elena will generously share her extensive expertise in leading high-growth organizations, particularly those that operate in rapidly evolving industries. Her wealth of experience extends beyond Toast, as she has contributed her talents and insights to other renowned companies such as Zendesk and Salesforce. 

During the discussion, Elena will provide valuable insights into the process of taking a company public, offering an insider’s perspective on the intricacies involved. Additionally, she will shed light on the challenges and opportunities that come with managing a publicly traded company during times of economic volatility. 

10:00 – 11:00 am ET​

VISIONARY

Forecast Healthcare Costs Accurately Using Financial Modeling

Marybeth Gray, SVP, Trion, a Marsh McLennan Agency

Healthcare costs play a pivotal role in the success and sustainability of businesses across various industries. In fact, they are ranked second only to compensation when it comes to the financial burdens faced by organizations. Healthcare benefits directly impact a company’s ability to attract, recruit, and retain top talent. The rising costs of healthcare have become a pressing concern for businesses of all sizes, and the impact of healthcare costs extends beyond the financial realm. High healthcare expenses can strain a company’s budget, limiting its ability to invest in other areas of growth and development. This is why finding sustainable solutions that strike a balance between providing comprehensive healthcare benefits and managing costs effectively is essential for organizations.

In this session we will share:

  • What the current top cost drivers in healthcare are in 2024 and beyond, and how to prepare and build a sustainable strategy to manage them.
  • Our financial modeling tools will show you how to determine the right plan design changes that will deliver the greatest ROI.
  • Cancer is the number one cost driver for employers in the US and we have solutions that will increase quality and drive down waste and costs.
  • Statistics fresh from the Mercer Survey on what employees want from their employer and benefits package.
  • How to personalize their employee benefits to help meet the diverse needs of today’s modern workforce, while also controlling costs. Learn how to balance cost against effectiveness and demand.

11:00 – 11:30 am ET

Networking Break in the Exhibit Hall

11:30 am – 12:20 pm ET

Breakout Sessions

12:20 – 1:35 pm ET

Networking Lunch

1:35 – 2:00 pm ET

Networking in the Exhibit Hall

2:00 – 2:50 pm ET

VISIONARY

Preparing for Strategic Action: Navigating Employee Risks From Poor Hiring Decisions to Lawsuits

Presented by Travelers
Keith Andersen, Vice President, Travelers
Peter Cappelli, George W. Taylor Professor of Management, The Wharton School

Two experts will help you understand employee-related issues plaguing companies today to give you an inside track on how CFOs can develop strategies long before there’s an impact to your organization’s bottom line. Peter Cappelli is the New York Times best-selling author of Our Least Important Asset. His thesis points out how, in pursuit of short-term shareholder value, financial accounting’s fundamental flaws dealing with employment costs compromise the quality and productivity of workers. He highlights the dangers of seeing employees as a fixed cost, mistakes companies make with hiring, and the rise of contract workers.

Keith Andersen leads Claim General Liability at Travelers Insurance and is responsible for the group’s operational and resolution excellence, innovation initiatives, and advancing its severity and litigation strategies. He will help you understand the devastating impact nuclear verdicts are wreaking on US businesses. He will discuss the social trends contributing to these explosive judgements — stressing the need to humanize your company long before you need it. He’ll share data on how large cases can involve a permanent or contract worker who was not properly trained, or in an unsafe work environment heighten by a less tenured workforce. You will also learn more about the role jury pools and litigation funders are playing in exacerbating the problem.

2:50 – 3:20 pm ET

Networking in the Exhibit Hall

3:20 – 4:10 pm ET

Breakout Sessions

4:10 – 4:20 pm ET

Transition

4:20 – 5:10 pm ET

KEYNOTE

Igniting Excellence: The Inspiring Path of a CFO Trailblazer

Kate Jaspon, CFO, Inspire Brands
Moderated by Jack McCullough, President, The CFO Leadership Council

While Inspired Brands may not be a household name, it boasts ownership of some of the most renowned names in the fast-food industry. These include Arby’s, Buffalo Wild Wings, Sonic Drive-In, Jimmy John’s, Dunkin’ Brands, and Baskin-Robbins chains. Together, these companies collectively generate an annual revenue exceeding $30 billion. 

Join us in a fireside chat with Kate Jaspon Drew, the CFO of Inspire and former CFO of Dunkin’, an iconic Boston brand. Kate will delve into various topics, including the Dunkin’ acquisition by Inspire, her personal journey to becoming the CFO of the parent company, the remarkable resilience of these brands during the COVID pandemic and other challenges they’ve faced, as well as the opportunities and complexities inherent in leading a diverse and globally expansive organization. 

5:15 – 7:00 pm ET

Networking Reception in the Exhibit Hall

Thursday, June 6

8:00 – 9:00 am ET

Networking Breakfast in the Exhibit Hall

8:00 – 8:50 am ET

Breakfast Roundtable

9:00 – 9:10 am ET

Opening Remarks

Jack McCullough, CFO Leadership Council

9:10 – 10:00 am ET

KEYNOTE

From Humble Beginnings to Global Impact: Navigating the Financial Journey of Zoetis CFO Wetteny Joseph

Wetteny Joseph, EVP & CFO, Zoetis Inc.  
Moderated by Jonathan Fleming, Senior Lecturer, MIT Sloan School of Management

Zoetis CFO Wetteny Josephy’s extraordinary career path is a true inspiration. Born in Haiti as one of ten siblings, he has risen to become the CFO of a Fortune 500 company. Join us for an engaging fireside chat where Wetteny will recount his remarkable journey, shedding light on his strategies for building a world-class finance team and his customer-centric approach to financial leadership.

Furthermore, we’ll delve into his dynamic partnership with Zoetis’s CEO, exploring the intricacies of being the CFO of a highly visible and publicly traded company. Drawing from Zoetis’s rich industry expertise, Wetteny will provide valuable insights that go beyond the numbers, offering a unique perspective on the world of animal health and its role in the global economy. Don’t miss this opportunity to gain valuable knowledge from a finance leader with a diverse and inspiring background.

10:00 – 10:50 am ET

KEYNOTE

How Gen AI will Transform the CFO Role in 2024 and Beyond

Monica Proothi, Global Finance Transformation Lead, IBM Consulting
Moderated by Dan Bigman, Editor & Chief Content Officer, Chief Executive Group

The role of the CFO has undergone a profound transformation, especially in light of the rapid rise of generative AI. With generative AI budgets now exceeding initial expectations by 3.4 times, businesses are increasingly reliant on CFOs for guidance.

In today’s dynamic landscape, CFOs must exhibit adaptability and a willingness to embrace new skills and perspectives. They must take into account the impact of cultural and technological forces on financial decision-making and be ready to drive and shape their company’s strategic direction.

As generative AI’s momentum continues to surge in 2024 and beyond, the role of the CFO will further evolve, cementing their position as strategic advisors responsible for identifying opportunities to create maximum value. In fact, a majority of CEOs now believe that CFOs will be making the most critical decisions in the next three years compared to their C-Suite counterparts.

Monica Proothi, a partner at IBM Consulting, will delve into how CFOs can strategically position their organizations to leverage this groundbreaking technology in 2024 and beyond.

10:50 – 11:40 am ET

VISIONARY

Locking Down Cybersecurity for the Hybrid Workforce

Mark Ostrowski, Head of Engineering, Check Point Software Technologies

The transformation into hybrid work creates a host of changes in operations and architecture for IT teams, which present new considerations for CFOs. How do you meet your employees’ and contractors’ expectations for connectivity and access to files, while keeping your data secure? And how is the cloud and generative AI making security even more complex? We’ll look at how smart companies are solving so you don’t get blindsided in your own organization.

11:40 am – 12:10 pm ET

Networking in the Exhibit Hall

12:10 – 1:00 pm ET

Breakout Sessions

1:00 – 2:30 pm ET

LUNCH KEYNOTE

How CFOs Unwittingly Undermine Customer Loyalty—and the Solution

Fred Reichheld, Founder of Bain & Company’s Loyalty practice, Author, Net Promoter 3.0
Moderated by Dan Bigman, Editor & Chief Content Officer, Chief Executive Group

The financial systems developed and overseen by CFOs control, guide and govern corporate priorities.  They are used to set budgets, pay bonuses, shape investor expectations, and powerfully influence organizational attention.  However, today’s financials completely overlook the fundamental driver of profitable growth: customers coming back for more and referring their friends.  By ignoring this economic flywheel, companies underinvest in delighting customers and earning their loyalty, while marketing and sales teams target the cheapest new customers, not the ones most likely to turn into long term assets.  Reichheld will explain how the most strategic CFOs can help their C-Suite colleagues and their board of directors by building a reliable system to track, manage, and optimize investments that will improve customer loyalty and drive sustainable, profitable growth. 

2:30 pm ET

Closing Remarks

Exhibit hall closed