May 13 - 14
cfo leadership conference
Preliminary Agenda:
MONDAY, MAY 13, 2019
11:30 am – 1 pm Luncheon for Out of Town (Non-Boston Chapter) Members - Invitation Only
1:15 pm - 1:45 pm Registration / Networking
1:45 pm - Welcome Remarks:
Jack McCullough, President, CFO Leadership Council and Conference Emcee
2:00 pm - 3:00 pm Opening Keynote featuring:
Pillar #1 "Executive Presence and Communication"
Christina Spade, CFO, CBS Corporation moderated by Neal Hartman, Senior Lecturer in Managerial Communication, MIT Sloan School of Management
"Creating the Power to Get Things Done" - Closing the books is table stakes. CFOs today must deliver more. Successful CFOs know how to shape themselves and their teams to create influence over others they do not have assigned power over. Its called “Influence Power” and is the cornerstone for creating winning collaboration by Finance across all levels of an organization. Finance organizations with effective influence power guide their company to make winning strategic choices, know when a pivot in direction is needed and realize sustained performance. Neal Hartman, MIT Sloan School of Management will facilitate a discussion with Christina Spade, CFO CBS Corporation. Together, they will explore Christina’s experiences and lessons learned at building a finance organization to leverage the ability to influence to collaborate successfully, guide in strategic decision making and deliver business transformation.
3:00 pm - 4:15 pm Workshop A
Pillar #2 "Technology, Disruption and Change"
Scott Tynes, CEO, Consero Global -
"Future Finance Organizations Will Require Modern CFOs" - Recently, over 550 companies have integrated AI into their services and products (CB Insights). AI technology is now setting the stage for increased competitiveness. Finance must be a part of this as well for it to provide value and be relevant. The future of finance is now. Finance organizations will require Modern CFOs to lead the way.
During this session, Scott Tynes, CEO Consero will share insights gained from working with numerous CFOs. Scott’s discussion will highlight the challenges faced by the Modern CFO, why traditional solutions are failing to deliver the value expected of finance organizations and the change CFOs and their finance organizations need to undertake. During the session Scott will facilitate an interactive discussion with attendees that will explore and share the Modern CFO issues faced by attendees and their readiness to move forward. Scott is the CEO and co-founder of Consero Global which is a Finance as a Service (FaaS) firm. Consero runs the finance function for over 250 companies nationwide and has assessed over 1,000 finance departments over the last 12 years.
Learning Objectives:
4:15 pm - 4:20 pm Fundraiser
Join CFOLC in our charitable portion of the CFO Leadership Conference to support the great work of the Red Sox Foundation. Theo Keyserling, Managing Director of Meridian Group Partners will provide an overview of the Foundation. Click here to donate in advance, and notate "CFOLC" on the donation form. If everyone donates just $50/person we will raise over $15,000 for such a great cause.
4:20 pm - 4:30 pm Break
4:30 pm - 5:20 pm Plenary A
Pillar #3 "Data-Driven Decision Making" featuring:
Rich Reimer, Sage Intacct's VP of Industry Marketing with a panel discussion including: Tania Zieja, CFO, Halloran Consulting Group, Inc. and Eileen Doody, CFO, Percona.
"Becoming a Data Driven Finance Leader" - Surveys indicate many CFOs are anchored in the role of Historian, one that is backward looking. Today’s dynamic business environment demands CFOs fulfill a much different role -- one that is forward looking, strategic, data driven and applies a creative mindset. This new role is termed Finance 2.0. CFOs who transition to this new role position themselves to bring new strategic insights and guide their organizations to heightened performance. However, successful transition to Finance 2.0 requires a thoughtful road map. One that includes People, Process and Technology.
During this session, Rich Reimer, VP at Sage Intaact, will share his perspectives on Finance 2.0 and facilitate a discussion with Eileen Doody, CFO at Percona, and Tania Zieja, CFO at Holloran Consulting Group. Eileen and Tania will share their transition to become data-driven finance leaders which has enabled them to proactively drive strategy and improved operations.
Learning Objectives:
5:20 pm - 6:10 pm Plenary B
Pillar #4 "Performance Management"
Jim Cashin, Dan Wheadon, and Kim Susko with RSM special guest speakers, Mike Mozzer, CFO, TraceLink and Ian Sanderson, CFO, Boston Pharmaceuticals
"Surviving the Digital Minefield" - Today's CFO is expected to lead in strategy development and drive corporate initiatives to realize desired business performance. Digital transformation is being touted as the holy grail to enable strategy execution and performance. But, since their job is on the line, many CFOs seek objective answers before they jump on-board the digital express. During this session Dan Wheaton, Partner RSM, will share his experience in advising clients to succeed in leading digital transformation projects. He will also facilitate a discussion with Ian Anderson, CFO Boston Pharmaceuticals and Mike Mozzer, CFO TraceLink, who will share their lessons learned and answer critical questions for realizing success when deploying todays digital technology solutions.
6:15 pm - 8:00 pm National CFO Reception
featuring the Justin Meyer Jazz Band
11:30 am – 1 pm Luncheon for Out of Town (Non-Boston Chapter) Members - Invitation Only
1:15 pm - 1:45 pm Registration / Networking
1:45 pm - Welcome Remarks:
Jack McCullough, President, CFO Leadership Council and Conference Emcee
2:00 pm - 3:00 pm Opening Keynote featuring:
Pillar #1 "Executive Presence and Communication"
Christina Spade, CFO, CBS Corporation moderated by Neal Hartman, Senior Lecturer in Managerial Communication, MIT Sloan School of Management
"Creating the Power to Get Things Done" - Closing the books is table stakes. CFOs today must deliver more. Successful CFOs know how to shape themselves and their teams to create influence over others they do not have assigned power over. Its called “Influence Power” and is the cornerstone for creating winning collaboration by Finance across all levels of an organization. Finance organizations with effective influence power guide their company to make winning strategic choices, know when a pivot in direction is needed and realize sustained performance. Neal Hartman, MIT Sloan School of Management will facilitate a discussion with Christina Spade, CFO CBS Corporation. Together, they will explore Christina’s experiences and lessons learned at building a finance organization to leverage the ability to influence to collaborate successfully, guide in strategic decision making and deliver business transformation.
3:00 pm - 4:15 pm Workshop A
Pillar #2 "Technology, Disruption and Change"
Scott Tynes, CEO, Consero Global -
"Future Finance Organizations Will Require Modern CFOs" - Recently, over 550 companies have integrated AI into their services and products (CB Insights). AI technology is now setting the stage for increased competitiveness. Finance must be a part of this as well for it to provide value and be relevant. The future of finance is now. Finance organizations will require Modern CFOs to lead the way.
During this session, Scott Tynes, CEO Consero will share insights gained from working with numerous CFOs. Scott’s discussion will highlight the challenges faced by the Modern CFO, why traditional solutions are failing to deliver the value expected of finance organizations and the change CFOs and their finance organizations need to undertake. During the session Scott will facilitate an interactive discussion with attendees that will explore and share the Modern CFO issues faced by attendees and their readiness to move forward. Scott is the CEO and co-founder of Consero Global which is a Finance as a Service (FaaS) firm. Consero runs the finance function for over 250 companies nationwide and has assessed over 1,000 finance departments over the last 12 years.
Learning Objectives:
- Gain an understanding of the attributes required of the Modern CFO and their organization.
- Understand how finance is ripe for AI, the ROI it provides and what the future will hold
- Outline 3 potential paths you can take to advance to the future finance organization
4:15 pm - 4:20 pm Fundraiser
Join CFOLC in our charitable portion of the CFO Leadership Conference to support the great work of the Red Sox Foundation. Theo Keyserling, Managing Director of Meridian Group Partners will provide an overview of the Foundation. Click here to donate in advance, and notate "CFOLC" on the donation form. If everyone donates just $50/person we will raise over $15,000 for such a great cause.
4:20 pm - 4:30 pm Break
4:30 pm - 5:20 pm Plenary A
Pillar #3 "Data-Driven Decision Making" featuring:
Rich Reimer, Sage Intacct's VP of Industry Marketing with a panel discussion including: Tania Zieja, CFO, Halloran Consulting Group, Inc. and Eileen Doody, CFO, Percona.
"Becoming a Data Driven Finance Leader" - Surveys indicate many CFOs are anchored in the role of Historian, one that is backward looking. Today’s dynamic business environment demands CFOs fulfill a much different role -- one that is forward looking, strategic, data driven and applies a creative mindset. This new role is termed Finance 2.0. CFOs who transition to this new role position themselves to bring new strategic insights and guide their organizations to heightened performance. However, successful transition to Finance 2.0 requires a thoughtful road map. One that includes People, Process and Technology.
During this session, Rich Reimer, VP at Sage Intaact, will share his perspectives on Finance 2.0 and facilitate a discussion with Eileen Doody, CFO at Percona, and Tania Zieja, CFO at Holloran Consulting Group. Eileen and Tania will share their transition to become data-driven finance leaders which has enabled them to proactively drive strategy and improved operations.
Learning Objectives:
- The technologies and skills you need to move to a digital, data-driven world
- How to move from Finance 1.0 to Finance 2.0 and beyond
- How to “Twitterize” your reporting and analytics
- When you should automate and when you shouldn’t
5:20 pm - 6:10 pm Plenary B
Pillar #4 "Performance Management"
Jim Cashin, Dan Wheadon, and Kim Susko with RSM special guest speakers, Mike Mozzer, CFO, TraceLink and Ian Sanderson, CFO, Boston Pharmaceuticals
"Surviving the Digital Minefield" - Today's CFO is expected to lead in strategy development and drive corporate initiatives to realize desired business performance. Digital transformation is being touted as the holy grail to enable strategy execution and performance. But, since their job is on the line, many CFOs seek objective answers before they jump on-board the digital express. During this session Dan Wheaton, Partner RSM, will share his experience in advising clients to succeed in leading digital transformation projects. He will also facilitate a discussion with Ian Anderson, CFO Boston Pharmaceuticals and Mike Mozzer, CFO TraceLink, who will share their lessons learned and answer critical questions for realizing success when deploying todays digital technology solutions.
6:15 pm - 8:00 pm National CFO Reception
featuring the Justin Meyer Jazz Band
TUESDAY, MAY 14, 2019
7:30 am - 8:00 am Registration / Networking
8:00 am - 8:50 am Breakfast Keynote featuring:
Pillar #5 "Economics and Globalization"
Debbie Simpson, Head of Functions, Senior Partner, & Managing Director, Boston Consulting Group moderated by Omar Qari, Co-Founder & CEO, Abacus.
"Getting Global Teams Right the First Time" - Succeeding in today’s global economy demands most companies to deploy a global footprint. Deploying global teams brings many benefits such as on the ground knowledge of local markets, gaining expertise where it resides, and bringing together diversity of experience and perspective. Creating well-functioning local teams can be hard enough. Succeeding at deploying global teams is very hard and, in some instances, can take several attempts due to communication challenges, and functional and social differences.
So how does one get this right the first time? Omar Qari, CEO Abacus will facilitate a discussion with Debbie Simpson, CFO, Boston Consulting Group who will share her experiences and insights gained from successfully building a global workforce while experiencing robust growth.
8:50 am - 9:40 am Plenary C
Pillar #2 "Technology, Disruption and Change"
Ash Noah, Vice President CGMA External Relations with special guest speaker, Michael Bayer, CFO, Wasabi Technologies, Inc.
"Leveraging Technology to Power the High Growth Enterprise" - Modern, data centered technologies, such as artificial intelligence, machine learning, and analytics, along with new architectures and subscription models built in the cloud are giving CFOs new fire power and flexibility. CFOs are leveraging these technologies to drive organizational transformation and create compelling customer experiences. Yet, research shows only a small number of finance teams have the capabilities required to leverage these technologies.
Join Ash Noah, CPA, CGMA and managing director at Association of International Certified Professional Accountants (AICPA & CIMA) and Michael Bayer, CFA, CFO at Wasabi Technologies and Lecturer at Babson College as they share their insights and explore how you can unleash the full potential of your finance teams in exploiting these new technologies.
9:40 am - 9:50 am Break
9:50 am - 10:40 am Plenary D
Pillar #2 "Technology, Disruption and Change"
Blake Oliver, Director Product Marketing, Floqast with special guest panelists, Jim Waddell, Corporate Controller, Bose Corporation, Michael Matthews, Director of Accounting, Environmental Systems Design, Inc., and Phil Murray, CFO of Camp Gladiator
"A CFOs Imperative - Put Your Controller In Control!" - Its well-known today’s CFO must be strategic to succeed. But, what their financial controller? Much like the CFO of ten years ago, today’s controller must buck the stereotype of an introverted number-cruncher. For CFOs to be strategic their controller needs to evolve into a business-savvy and tech-savvy leader. One that can provide insightful information, both financial and non-financial, about business operations. When this is realized the quality of decision making to reduce risks and improve outcomes is greatly heightened. Unfortunately, many controllers aren’t equipped successfully to perform in this expanding IT & leadership role.
The good news is some CFOs have solved this dilemma. Join Blake Oliver, recognized as one of the “40 Under 40” in the accounting profession, for a presentation, panel discussion, and interactive Q&A session on insights developed by Floqast to put the Controller in Control.
Learning Objectives:
10:40 am - 11:30 am Plenary E
Pillar #2 "Technology, Disruption and Change"
Tom Zauli, SVP & General Manager, Softrax with special guest speaker, Michael Smith, Chief Accounting Officer, Tyler Technologies.
"Surviving Today’s Technology Complexity, One CAO’s True Story" – Requirements in the back office have grown exponentially while reporting deadlines remain fixed. New accounting standards, ASC606 and ASC 842, and new business models, such as the subscription economy and IoT, are driving this change. Technology is the answer, but the game has changed significantly. The “Cloud” was to provide new benefits but brings new challenges. Instead of delivering insight to leadership, finance teams are forced to direct time to overcome these technology challenges. Old models for automating no longer apply, and finance leaders must embrace new approaches to avoid significant risks to the business.
Tom Zauli, SVP & General Manager, Softrax will facilitate an insightful discussion with special guest speaker, Michael Smith, Chief Accounting Officer, Tyler Technologies. Michael will share his journey to develop a strategy and plan to overcome his existing reporting challenges while operationalizing ASC 606. He will share the steps he took, the people and skills involved, and his interactions with his CFO and executive team. Practical learned lessons will be shared.
11:30 am - 12:00 pm Break
(Guests will leave the main ballroom area and explore our sponsor gallery and have their photo taken)
12:00 pm - 12:50 pm Keynote Luncheon featuring:
Pillar #6 "Leadership"
Hal Gregersen, Executive Director, MIT Leadership Center
"Questions Are the Answer: Leveraging the Power of Inquiry in an Age of Digital Transformation"
When confronted with a problem, our typical response is to look for a pre-packaged solution. But in a world increasingly transformed by technology and riddled with uncertainty, we face problems that have no ready-made answer or past precedent. CEOs and other business leaders may think their role is to have all the answers, but in fact, says Hal Gregersen, they should be asking questions. In this presentation based on his book, “Questions Are the Answer: A Breakthrough Approach to Your Most Vexing Problems at Work and in Life” Gregersen outlines his “Question Burst” method, which is designed to transform companies into hotbeds of innovation by teaching leaders and employees to rediscover their powers of inquiry. Drawing upon his first-hand research on innovative companies and leaders at Amazon, Pixar, Tesla and more, Gregersen demonstrates how asking questions inevitably leads not only to solutions but to new and exciting transformative ideas.
12:50 pm - 1:00 pm Break
1:00 pm - 1:50 pm Plenary F
Pillar # 7 "Strategy and Innovation"
Sandra Clarke, CFO, Blue Shield of California and John Woods, Vice Chairman & CFO, Citizens Financial Group, Inc. - moderated by Peter Hirst, Senior Associate Dean for Executive Education, MIT Sloan School of Management
"The Strategic Dilemma CFOs Face"- “Be Strategic” is the mantra CFOs’ hear. Being strategic requires making hard choices and placing bets on how to win. In today’s disruptive world, winning strategies require innovation which is inherently risky. In contrast, CFOs can be seen as risk averse or “NO CFOS”. Today’s reality is CFOs have a challenging essential role to play in the strategy process. One where CFOs embrace innovation. Successful CFOs recognize to “Be Strategic” they must be involved throughout their company’s innovation process. This role includes guiding the executive team in balancing the potential benefits of innovation with the inherent risks faced, allocating capital, and overseeing the cost-effective delivery of innovation and how innovation risk is being managed.
During this session Peter Hirst, MIT Professor, will facilitate an engaging discussion with John Woods, CFO Citizen’s Financial Group and Sandy Clarke, CFO Blue Shield California. John and Sandy have and continue to play critical leadership roles in their organizations’ strategy and innovation processes. During this discussion John and Sandy will share their lessons learned and insights which conference attendees can apply to shape into a personal roadmap for playing a leadership role in their company’s strategy and innovation processes.
1:50 pm - 2:00 pm Break
2:00 pm - 3:15 pm Workshop B
Pillar #4 "Performance Management"
John Head, Vice President Of Enterprise Sales & Global Channels, Host Analytics with special guest panelists including: Suzette Bouley, Director of Financial Planning and Analysis, Huber Engineered Woods, Bona Allen, SVP & CFO, Kajima Building & Design Group Inc., and Jim Nations, CFO, Fisher Phillips LLP
"Are You Lagging or Leading in Your Performance Management Role?" - In today’s rapidly changing business environment, CFOs and business leaders are called upon by the organization to better manage company performance, react more quickly to changing conditions, and make better strategic decisions to optimize company performance. The tools of the past – disconnected spreadsheets and email – simply can’t keep up. They result in errors, missed deadlines, and lack of confidence in the final numbers. Fortunately, EPM software and a little process reengineering are putting CFOs back in driver’s seat.
John Head, VP Host Analytics, will share a strategic perspective on how some CFOs are significantly improving their EPM processes to drive improved performance. John will also engage other CFOs and thought-leaders who will share how they have successfully implemented enterprise performance management programs and processes. Join this lively discussion to learn more about identifying the need, building a business case, executing on the necessary change management, and successfully implementing the program across Finance and Operations.
3:15 pm - 4:30 pm Closing Keynote featuring:
Pillar #3 "Data-Driven Decision Making"
Timothy Zue, EVP & CFO, Boston Red Sox
"Winning the Fan’s Experience" - The Red Sox are World Series champions but the team is a mid-sized business that must create a winning experience every time a fan interacts with the Red Sox. Timothy Zue will share the winning play book the Red Sox organization has created to leverage data and translate into information to take informed risks and make winning plays to keep their fans coming back.
4:30 pm - 6 pm Closing Reception Hosted by Bank of America
7:30 am - 8:00 am Registration / Networking
8:00 am - 8:50 am Breakfast Keynote featuring:
Pillar #5 "Economics and Globalization"
Debbie Simpson, Head of Functions, Senior Partner, & Managing Director, Boston Consulting Group moderated by Omar Qari, Co-Founder & CEO, Abacus.
"Getting Global Teams Right the First Time" - Succeeding in today’s global economy demands most companies to deploy a global footprint. Deploying global teams brings many benefits such as on the ground knowledge of local markets, gaining expertise where it resides, and bringing together diversity of experience and perspective. Creating well-functioning local teams can be hard enough. Succeeding at deploying global teams is very hard and, in some instances, can take several attempts due to communication challenges, and functional and social differences.
So how does one get this right the first time? Omar Qari, CEO Abacus will facilitate a discussion with Debbie Simpson, CFO, Boston Consulting Group who will share her experiences and insights gained from successfully building a global workforce while experiencing robust growth.
8:50 am - 9:40 am Plenary C
Pillar #2 "Technology, Disruption and Change"
Ash Noah, Vice President CGMA External Relations with special guest speaker, Michael Bayer, CFO, Wasabi Technologies, Inc.
"Leveraging Technology to Power the High Growth Enterprise" - Modern, data centered technologies, such as artificial intelligence, machine learning, and analytics, along with new architectures and subscription models built in the cloud are giving CFOs new fire power and flexibility. CFOs are leveraging these technologies to drive organizational transformation and create compelling customer experiences. Yet, research shows only a small number of finance teams have the capabilities required to leverage these technologies.
Join Ash Noah, CPA, CGMA and managing director at Association of International Certified Professional Accountants (AICPA & CIMA) and Michael Bayer, CFA, CFO at Wasabi Technologies and Lecturer at Babson College as they share their insights and explore how you can unleash the full potential of your finance teams in exploiting these new technologies.
9:40 am - 9:50 am Break
9:50 am - 10:40 am Plenary D
Pillar #2 "Technology, Disruption and Change"
Blake Oliver, Director Product Marketing, Floqast with special guest panelists, Jim Waddell, Corporate Controller, Bose Corporation, Michael Matthews, Director of Accounting, Environmental Systems Design, Inc., and Phil Murray, CFO of Camp Gladiator
"A CFOs Imperative - Put Your Controller In Control!" - Its well-known today’s CFO must be strategic to succeed. But, what their financial controller? Much like the CFO of ten years ago, today’s controller must buck the stereotype of an introverted number-cruncher. For CFOs to be strategic their controller needs to evolve into a business-savvy and tech-savvy leader. One that can provide insightful information, both financial and non-financial, about business operations. When this is realized the quality of decision making to reduce risks and improve outcomes is greatly heightened. Unfortunately, many controllers aren’t equipped successfully to perform in this expanding IT & leadership role.
The good news is some CFOs have solved this dilemma. Join Blake Oliver, recognized as one of the “40 Under 40” in the accounting profession, for a presentation, panel discussion, and interactive Q&A session on insights developed by Floqast to put the Controller in Control.
Learning Objectives:
- How rapid technological change is impacting the controller’s role
- What controllers are worried about and how you as a CFO can enable them to conquer these fears and modernize outdated processes
- Best practices to guide your controller through disruptive technological change and make your life easier as a CFO
- How to avoid losing your controller and other top accounting talent to more attractive career opportunities in an ever-tightening labor market
10:40 am - 11:30 am Plenary E
Pillar #2 "Technology, Disruption and Change"
Tom Zauli, SVP & General Manager, Softrax with special guest speaker, Michael Smith, Chief Accounting Officer, Tyler Technologies.
"Surviving Today’s Technology Complexity, One CAO’s True Story" – Requirements in the back office have grown exponentially while reporting deadlines remain fixed. New accounting standards, ASC606 and ASC 842, and new business models, such as the subscription economy and IoT, are driving this change. Technology is the answer, but the game has changed significantly. The “Cloud” was to provide new benefits but brings new challenges. Instead of delivering insight to leadership, finance teams are forced to direct time to overcome these technology challenges. Old models for automating no longer apply, and finance leaders must embrace new approaches to avoid significant risks to the business.
Tom Zauli, SVP & General Manager, Softrax will facilitate an insightful discussion with special guest speaker, Michael Smith, Chief Accounting Officer, Tyler Technologies. Michael will share his journey to develop a strategy and plan to overcome his existing reporting challenges while operationalizing ASC 606. He will share the steps he took, the people and skills involved, and his interactions with his CFO and executive team. Practical learned lessons will be shared.
11:30 am - 12:00 pm Break
(Guests will leave the main ballroom area and explore our sponsor gallery and have their photo taken)
12:00 pm - 12:50 pm Keynote Luncheon featuring:
Pillar #6 "Leadership"
Hal Gregersen, Executive Director, MIT Leadership Center
"Questions Are the Answer: Leveraging the Power of Inquiry in an Age of Digital Transformation"
When confronted with a problem, our typical response is to look for a pre-packaged solution. But in a world increasingly transformed by technology and riddled with uncertainty, we face problems that have no ready-made answer or past precedent. CEOs and other business leaders may think their role is to have all the answers, but in fact, says Hal Gregersen, they should be asking questions. In this presentation based on his book, “Questions Are the Answer: A Breakthrough Approach to Your Most Vexing Problems at Work and in Life” Gregersen outlines his “Question Burst” method, which is designed to transform companies into hotbeds of innovation by teaching leaders and employees to rediscover their powers of inquiry. Drawing upon his first-hand research on innovative companies and leaders at Amazon, Pixar, Tesla and more, Gregersen demonstrates how asking questions inevitably leads not only to solutions but to new and exciting transformative ideas.
12:50 pm - 1:00 pm Break
1:00 pm - 1:50 pm Plenary F
Pillar # 7 "Strategy and Innovation"
Sandra Clarke, CFO, Blue Shield of California and John Woods, Vice Chairman & CFO, Citizens Financial Group, Inc. - moderated by Peter Hirst, Senior Associate Dean for Executive Education, MIT Sloan School of Management
"The Strategic Dilemma CFOs Face"- “Be Strategic” is the mantra CFOs’ hear. Being strategic requires making hard choices and placing bets on how to win. In today’s disruptive world, winning strategies require innovation which is inherently risky. In contrast, CFOs can be seen as risk averse or “NO CFOS”. Today’s reality is CFOs have a challenging essential role to play in the strategy process. One where CFOs embrace innovation. Successful CFOs recognize to “Be Strategic” they must be involved throughout their company’s innovation process. This role includes guiding the executive team in balancing the potential benefits of innovation with the inherent risks faced, allocating capital, and overseeing the cost-effective delivery of innovation and how innovation risk is being managed.
During this session Peter Hirst, MIT Professor, will facilitate an engaging discussion with John Woods, CFO Citizen’s Financial Group and Sandy Clarke, CFO Blue Shield California. John and Sandy have and continue to play critical leadership roles in their organizations’ strategy and innovation processes. During this discussion John and Sandy will share their lessons learned and insights which conference attendees can apply to shape into a personal roadmap for playing a leadership role in their company’s strategy and innovation processes.
1:50 pm - 2:00 pm Break
2:00 pm - 3:15 pm Workshop B
Pillar #4 "Performance Management"
John Head, Vice President Of Enterprise Sales & Global Channels, Host Analytics with special guest panelists including: Suzette Bouley, Director of Financial Planning and Analysis, Huber Engineered Woods, Bona Allen, SVP & CFO, Kajima Building & Design Group Inc., and Jim Nations, CFO, Fisher Phillips LLP
"Are You Lagging or Leading in Your Performance Management Role?" - In today’s rapidly changing business environment, CFOs and business leaders are called upon by the organization to better manage company performance, react more quickly to changing conditions, and make better strategic decisions to optimize company performance. The tools of the past – disconnected spreadsheets and email – simply can’t keep up. They result in errors, missed deadlines, and lack of confidence in the final numbers. Fortunately, EPM software and a little process reengineering are putting CFOs back in driver’s seat.
John Head, VP Host Analytics, will share a strategic perspective on how some CFOs are significantly improving their EPM processes to drive improved performance. John will also engage other CFOs and thought-leaders who will share how they have successfully implemented enterprise performance management programs and processes. Join this lively discussion to learn more about identifying the need, building a business case, executing on the necessary change management, and successfully implementing the program across Finance and Operations.
3:15 pm - 4:30 pm Closing Keynote featuring:
Pillar #3 "Data-Driven Decision Making"
Timothy Zue, EVP & CFO, Boston Red Sox
"Winning the Fan’s Experience" - The Red Sox are World Series champions but the team is a mid-sized business that must create a winning experience every time a fan interacts with the Red Sox. Timothy Zue will share the winning play book the Red Sox organization has created to leverage data and translate into information to take informed risks and make winning plays to keep their fans coming back.
4:30 pm - 6 pm Closing Reception Hosted by Bank of America
Click here for a link to the 2018 CFO Leadership Conference agenda.
NASBA Certified CPE will be provided.
May 13th, 2019: 4.5 CPEs
May 14th, 2019: 8 CPEs
*Schedule subject to change. Speakers may be slightly modified or change.
NASBA Certified CPE will be provided.
May 13th, 2019: 4.5 CPEs
May 14th, 2019: 8 CPEs
*Schedule subject to change. Speakers may be slightly modified or change.
