CFO Live Digital 2020
July 28 - 30, 2020

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3
Days
2
Tracks
600+
Attendees
50+
Speakers

CFO Live Virtual

Redefining The Future Of Finance

July 28 – 30, 2020

Chief Financial Officers are under greater pressure and taking on more responsibilities than ever before. CFO Live is produced by the world’s leading finance publication for finance executives – CFO Magazine.  We are proud to announce our newest installment in our conference series designed for the needs of strategic Chief Financial Officers and finance executives.

This three-day event will cover topics critical to CFOs and other finance executives who are playing increasingly strategic roles in the organization. Vital points of conversation will include leveraging intelligent automation, building an adaptable finance team, responding to digital disruption, super-charging growth, and unleashing profitable innovation. The virtual conference takes place July 28 – 30.

3 DAYS | 2 TRACKS | UNLIMITED NETWORKING | UP TO 13 CPE CREDITS

2020 CFO Live Virtual Speakers

Redefining the Future of Finance

CFO magazine and CFO.com, the world’s leading finance publication for finance executives, designed CFO Live for the needs of strategic Chief Financial Officers and finance executive.

CFO Live Virtual brings together Chief Financial Officers, VPs of Finance, and financial executives to enable them to be catalysts of change in their organization.

The conference will extend the magazine’s unique voice into the virtual arena, allowing attendees to make the content theirs and contribute their voice to critical and controversial topics, as well as experience the innovative FinTech startups, tools, and technologies that are revolutionizing finance.

The three day event is made up of two tracks of thought-provoking talks and actionable insights from senior finance leaders who are redefining the role of the CFO. The tracks will focus on Strategy & Leadership and the Future of Finance.

Financial Leadership

Insights from with top Economists and forward-thinking CFOs

Make valuable connections with fellow senior finance executives facilitated through smart networking, virtual lunch and drinks receptions

AI, Data & Technology Transformation

How to implement Artificial Intelligence strategies, including robotic process automation in your finance team

Future of Finance Breakouts

Virtually meet FinTech innovators in a series of startup pitches

Take part in conversations covering the future of FP&A, Cyber Security, Treasury and Financial Control

Up to 12 CPE Credits Available at CFO Live

Attendees of our Finance Channel live events can earn CPE Credits!
Participants of our live Finance Channel events have the opportunity to earn continuing professional education (CPE) credits. CPE certificates will be awarded on a per request basis and according to NASBA standards.

Field of Study: Finance
Level: Intermediate to Advanced
Prerequisite: None
Advanced Prep: None Needed
Delivery method: Group Live
Number of credits: 12
Refunds: Transfers only – contact The Argyle Group for more information
For inquiries as well as complaints concerning this event, you are welcome to send an email message to cpe@argyleforum.com

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Argyle Executive Forum is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Agenda

 

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10:40 AM - 10:45 AM ET

Opening Remarks

10:45 AM - 11:45 AM ET

KEYNOTES ADDRESS: When a Presidential Election, Recession, & Global Pandemic Collide

2020 has been a historic year economically and politically. Unemployment has been at an extraordinary high, with over 22 million Americans having filed in just two months. As the economy is jolted, organizations are struggling to stay afloat and are forced to optimize federal resources, cut costs, and make painful decisions. As finance executives, your priority is to appropriately manage spending while trying to maintain profitability, all while preparing for backlash of the presidential election and a recession.

In this session, topics of discussion will include:

  • How the global pandemic affects the economy
  • The ripple effect of unemployment and examining government debts
  • Adopting Modern Monetary Theory and its growth in importance

Stephanie Kelton Former Chief Economist, U.S. Senate Budget Committee, Leading Expert on Modern Monetary Theory & Professor of Economics and Public PolicyStony Brook University

11:50 AM - 12:20 PM ET

The Changing Landscape in Audit & Control: Intelligent Automation and the World of 100% Sample Auditing - (Track 1)

Intelligent automation technology has created a new reality for risk management, audit, and control.  Welcome to the end of control sampling and say hello to 100%.  The new reality is that audit firms are no longer asking for a few samples to test your controls.  They simply want access to everything: the whole ledger, and every single journal entry.

In this session, topics of discussion will include:

  • Utilizing modern tools to identify trends, risks, and outliers that were never possible
  • Using intelligent automation in your operation to eliminate control risks
  • Ensuring you are ready when your external auditor simply wants everything

Lee CoulterChief Executive Officer, Transform AI & Chair IEEE

11:50 AM - 12:20 PM ET

Key Principles of FP&A - (Track 2)

In recent years, FP&A has emerged as a crucial function within finance.  There is an increased need for an organization to obtain real-time data insights regarding products and services. Developing a strategic long-range plan, identifying resources to implement projects, and understanding how operational plans will drive financial results, are a few key principles that benefit FP&A.

This session will explore:

  • Identifying specific targets and hold teams accounting for results
  • Establishing KPIs that drive business success
  • Monitoring the results of KPIs and the link to financial incentives

Ivan OuzounovCMA,Director of Financial Planning & AnalysisPSAV

12:25 PM - 1:15 PM ET

PANEL DISCUSSION: The CFO’s Crucial Role in Digital Transformation - (Track 1)

Digital transformation utilizes technology that helps an organization create and sustain efficient operations and processes, but what is the role of the CFO and finance? Top priority is to decide which internal funding requests to prioritize, especially during unprecedented times where budgeting is critical. Which funding requests deserve priority? And how much financial investment should they get, both in the short and long term?

In this session, topics of discussion will include:

  • Finance’s role in creating and prioritizing a digital agenda during a crisis
  • Adapting to digital disruption and pivoting to competitive business models
  • Ensuring digital investments sustain your organization’s growth and profitability in the long run

Moderator:

Matt PoleskiRegional Chief Financial OfficerArthur J. Gallagher

Panelists:

Christopher HollingerChief Financial OfficerRethink Food NYC

John HugoVice President, Financials Products and Go to MarketWorkday

Steven SoterSenior Director of Product Marketing & Accounting Industry PrincipalWorkiva

Dr. Liran EdelistPresidentJedox Inc.

12:25 PM - 1:15 PM ET

PANEL DISCUSSION: Achieving the CFO Title *CPE Eligible* - (Track 2)

Unprecedented times call for a strong executive team, emphasizing the critical role a CFO plays within an organization. Finance executives, especially Treasurers and Controllers, often have the end goal of earning the CFO title within an organization. Navigating internal growth opportunities as well as the job market gives insight into the availability of positions including the desired skill-sets companies are asking for.

This session will explore:

  • Understanding the competencies needed to be a CFO
  • Strengthening your personal brand
  • What to expect when working with recruiters

Moderator:

Rishi PotdarChief Financial OfficerK4 Mobility

Panelists:

Mark Noffke, CPA Chief Financial Officer & Executive Vice PresidentFlying Food Group

Anna Gomez, CPAChief Financial Officer Leo Burnett Group

Steven A. Bourne, CPAChief Financial Officer, Secretary & TreasurerClarus Therapeutics

Ben EllisManaging PartnerStill Valley Partners

1:15 PM - 1:25 PM ET

Afternoon Break

1:25 PM - 1:55 PM ET

THOUGHT LEADERSHIP: Challenge Your Perceptions: Disrupt Hierarchy and Empower Teams  - (Track 1)

Recent Grant Thornton surveys conducted from the winter through late spring suggest changes in how CFOs leverage their organizations and drive innovation. With an increasing struggle to focus on multiple capacities, it is even more important for CFOs to delegate, automate, and train their organizations. Join us as we explore trends that have emerged from Grant Thornton’s recent surveys.

Learning Objectives:

  • Analyze and compare the results of recent Grant Thornton surveys
  • Identify the impacts of the current environment on emerging technology adoption, investments and innovation
  • Recognize the need to leverage all levels of your organization
  • Indicate best practices for CFO’s success in response to disruption, technology and role transformation

Nick VellaniNational Managing Principal, Financial ManagementGrant Thornton

Jess ParisiSenior ManagerGrant Thornton

Jacqueline SchuhSenior AssociateGrant Thornton

1:25 PM - 1:55 PM ET

Pushing Finance Into the Digital Era - (Track 2)

As COVID-19 takes the nation by storm, companies are forced to rely heavily on technology. Today, many companies are solving critical financial and strategic challenges through digital transformation. A key priority in a transformation is gaining the ability to analyze data to make smarter decisions, rather than the historical norm of basing them on gut instinct.  However, how does the CFO push the finance organization to reach these heights? And how can a CFO accelerate the finance team’s shift from performing low-value, manual work to providing analytics-rich internal financial advice enabled by cutting-edge automation?

In this session, topics of discussion will include:

  • Utilizing technologies like RPA and machine learning to make operations and processes more efficient
  • Ensuring finance has the right technology and talent to support the business’s future needs including work from home capabilities
  • Positioning finance organizationally to be a better business partner

Kelly A. GarnesChief Financial OfficerGill St. Bernard's School

2 PM - 2:30 PM ET

Embedding a commercial mindset into the DNA of an organization - (Track 1)

Finance executives are often the first port of call when an organization seeks to partner on business initiatives for leadership, deep thought or analytical excellence. Here we make the case for a dedicated Commercial function that interfaces between the C-suite, Operations, Business Development and other Finance colleagues to work on projects.

In this session, we will explore how a commercial function creates value:

  • Through an ‘owner’s’ mindset, embedding commercial thinking into the DNA of an organization, dramatically increasing the value proposition of projects
  • Build succession planning resilience and provide an exciting, accountable career path for talent in the finance function
  • 3 example cases of value enhancement led by the commercial function – a program to monetize industrial assets, a business development governance framework and making better exit or ‘double down’ decisions

Rahul HandaHead of Commercial, Vice President - Finance, Strategy & Market DevelopmentInframark

2 PM - 2:30 PM ET

Cyber Risk: Crisis Communications Lessons Learned from the Trenches - (Track 2)

As the cyber risk landscape continues to evolve, all organizations must be prepared to respond to potential data security & privacy threats. Failure to communicate effectively and with expediency on these and other important issues can damage business by eroding trust, tarnishing brand reputation and undermining competitiveness. As a result, stakeholders expect organizations to develop, maintain and execute a robust capability to manage and mitigate reputational risk effectively.

In this session, topics of discussion will include:

  • Understanding the evolution of today’s risk landscape
  • How to communicate effectively in response to data security & privacy issues, and how to avoid common communication missteps
  • Budgeting for critical solutions to combat attacker’s evolving tactics

Jamie SingerSenior Vice President Crisis & Risk ManagementEdelman

2:30 PM - 2:45 PM ET

Afternoon Break

2:45 PM - 3:15 PM ET

Co-Piloting the Business During COVID-19 Crisis - (Track 1)

The COVID-19 crisis is an unprecedented challenge, one of the largest and unforeseen challenges we have faced in decades. The role of the CFO within this turbulent time demands for new ways to co-pilot the business.

In this session, topics of discussion will include:

  • Re-defining priorities and the role of leadership
  • The importance of data-based decisions and scenario planning
  • Learnings for the future

Luis Briz OrdieresVice President of FinanceNestle Health Science U.S.

2:45 PM - 3:15 PM ET

Flatten the Curve - CFOs & Healthcare Costs - (Track 2)

Healthcare is one of the largest expenses within an organization. Employers are responsible for covering the benefits of their employees, a cost which is expected to increase over the next year. So, what does this look like when millions of people fall sick from the coronavirus? Finance executives are tasked with budgeting healthcare costs while ensuring employees still receive quality assistance.

In this session, topics of discussion will include:

  • Understanding the varying costs of healthcare
  • Promoting healthcare benefits to attract talent
  • Negotiating health plans that fit your organization’s needs and budget

Joe RichmondVice President of Finance, Behavioral HealthKindred Healthcare

Brandon ThompsonRegional Vice President, Operations & Chief Financial OfficerHumana

3:20 PM - 4:10 PM ET

PANEL DISCUSSION: Diversity & Inclusion 2020 – Time for a Conversation *CPE Eligible*

2020 has been a year of historic change, leading the way for permanent inclusiveness and diversity, and eliminating intolerance based on race, gender, and ethnicity. As CFOs and leaders in finance, addressing these challenges to become a more diverse and inclusive organization requires a whole new approach to managing and promotion.

This session will explore:

  • Analyzing the positive relationship between diversity and financial performance
  • Promoting diversity, inclusiveness, and equal opportunities
  • Formalizing strategies, implementing training, and measuring diversity and inclusion success

Moderator:

Steve WolffChief Financial Officer All Cell Technologies

Panelists:

Jabree Brooks, CFA, CPAChief Financial Officer Six Peak Capital

Anna Gomez, CPAChief Financial Officer Leo Burnett Group

Arjun Mahalingam,CFA,CPAChief Accounting Officer, Executive DirectorWP Carey

Alonso RamosChief Financial Officer, US OperationsViscofan USA Operations

4:15 PM - 4:45 PM ET

The Future of Subscription Finance - a Zuora Finance Masterclass

This session will cover what best-in-class finance organizations are doing to modernize their billing systems, automate revenue recognition, and transform their order-to-cash processes.

Tune in to hear expertise from Laurie Fleet, partner at PwC who brings over 20 years of experience as PwC’s Co-Head of Billing Transformation and quote-to-cash competency lead.

In this session, Laurie will share:

  • Best practices for organizations looking to implement automation
  • How to raise the bar with a next-generation finance organization
  • Criteria to consider when selecting a billing system

Laurie FleetCo-Head of Billing Transformation & Quote to Cash Competency LeadPwC

4:45 PM - 4:50 PM ET

Closing Remarks

4:50 PM - 5:30 PM ET

Virtual Cocktails
 

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10:55 AM - 11 AM ET

Opening Remarks

11 AM - 11:50 AM ET

PANEL DISCUSSION: Women in Leadership - Cracking the Glass Ceiling *CPE Eligible*

Hear from leading finance executives on their experience as women in leadership and what barriers they’re fighting to overcome and gain a seat at the table.

In this session, topics of discussion will include:

  • How to face the ‘glass cliff’ – taking over a CFO job when the probability for failure is high
  • How to build a team of advocates and collaborators to ensure success
  • Making a concerted effort to promote gender diversity in your organization

Moderator:

Brenna Albert, CPAExecutive Vice President & Corporate ControllerCresco Labs

Panelists:

Tiffany HarperFirst Deputy Treasurer & Chief of StaffCity of Chicago

Ann AnthonyChief Financial OfficerKey Capture Energy

Laura KiernanChief Executive Officer & FounderHigh Touch Investor Relations

11:50 AM - 12:20 PM ET

THOUGHT LEADERSHIP: NetSuite’s Business Leader Outlook - (Track 1)

Finance teams have been some of the most affected by the pandemic, but their work has never been more important. NetSuite’s Brainyard summer survey set out to determine how finance operations have changed and to learn their current priorities as they adjust to the world with coronavirus. During this session, Netsuite will explore key findings from the company’s Brainyard Winter 2020 Outlook Survey. Join us to discover how business strategies and finance priorities have changed halfway through 2020, and the implications for your company.

Some of the key findings that will be discussed include:

  • The new normal for finance teams now: remote work and changing priorities
  • How budgets have been reshaped by the pandemic and how finance teams are gaining influence over company direction
  • The changing role of technology, changing product and service offerings, and how finance is reshaping itself based on the effect of COVID-19

Art WittmannContent Director - BrainyardOracle NetSuite

Megan O’BrienFinance and Business Editor -BrainyardOracle NetSuite

11:50 AM - 12:20 PM ET

Business Continuity during Pandemic: Managing Exposure, Recovery & Learning as We Go - (Track 2)

The spread of the coronavirus quickly cut into global trade flows, and is, and has, caused great financial harm to companies and governments.  Understanding and preparing for the global pandemic is/was something none of us could have planned for.  That said, it’s absolutely necessary to develop business continuity plans for every aspect of a company, most notably within the finance function, and move forward in the uncertain times caused by the coronavirus.

In this session, topics of discussion will include:

  • How to manage business continuity during and after a global disaster such as the coronavirus
  • Putting into action strategic risk assessments for all kinds of catastrophic hazards
  • Developing a plan to manage post-event consequences, such as workforce remobilization, employee and customer engagement and operational continuity

Katherine MotlaghChief Financial Officer, EMEA and LATAM RegionsAmerican Tower Corporation

12:25 PM - 1:15 PM ET

FIRESIDE CHAT: New CFO’s Roles Through The Lens of Board *CPE Eligible* - (Track 1)

CFOs have always played an integral role in building strong relationships with the Board of an organization and board expectations have risen, especially during the global pandemic. Understanding the triangular relationship between the Board, CEO, and CFO is crucial to establishing best practices and discussing succession planning. Although CFO roles traditionally focus on finance management, today’s modern business requires CFOs to become a more strategic partner to the CEO within an organization.

This session will explore:

  • Benefiting from CFOs having board knowledge or experience
  • Maintaining a healthy triangular relationship between board, CFO, and CEO
  • Helping CFOs establish a more strategic role within an organization

Lyndsey Zhang, MBAFounder & Chief Executive OfficerBoardroom&Beyond

Patrick DunneChairBoardelta, EY Foundation, ESSA, Visiting Professor Cranfield

12:25 PM - 1:15 PM ET

PANEL DISCUSSION: Why Modern Accounting Processes are Crucial to Financial Planning & Forecasts *CPE Eligible* - (Track 2)

Trying to expeditiously assemble financial plans and forecasts, FP&A executives struggle with traditional accounting processes that stall their work. Accounting teams present FP&A with an analysis of the financial figures, but it is produced in such a way that FP&A is left to ask multiple questions. This back and forth process is labor intensive and time-consuming.

In this session, topics of discussion will include:

  • Finding ways for FP&A teams and accounting to work together
  • Exploring modern accounting processes and systems that make financial data transparent
  • Recognizing the responsibilities of each role to streamline processes

Moderator:

Matt PoleskiRegional Chief Financial OfficerArthur J. Gallagher

Panelists:

Christopher HollingerChief Financial OfficerRethink Food NYC

Mirek PurpuraHead of Finance - Central Europe & IsraelBaxter International Inc.

Nayab SiddiqiChief Financial Officer and Head of StrategyREZY360 Inc.

1:15 PM - 1:25 PM ET

Afternoon Break

1:25 PM - 1:55 PM ET

The U.S. Cannabis Industry – the Evolving Role of a Finance Team in a Period of Hyper-Growth and Regulatory Uncertainty - (Track 1)

Due to hyper-growth and an ever-changing regulatory landscape, the U.S. cannabis industry provides unique challenges to finance professionals entering the space. Consistent with the theme of evolution in today’s world of finance, leaders in this industry are required to maintain focus on long-term goals and core values, even when strategies may need to unexpectedly shift due to rapidly developing market factors and regulatory changes. However, broad lessons can be learned about navigating and managing change, building a diverse team with skill-sets needed for success in an evolving industry, and solving unexpected problems on a day-to-day basis.

This session will explore:

  • Background of the regulated U.S. cannabis industry and the emergence of public companies in the space
  • Navigating change and driving the evolution of a finance organization

Problem-solving and resourcefulness in the face of a unique set of circumstances or challenges

Brenna Albert, CPAExecutive Vice President & Corporate ControllerCresco Labs

1:25 PM - 1:55 PM ET

THOUGHT LEADERSHIP: How to Plan Amid Rapidly Changing Business Conditions - (Track 2)

The COVID-19 pandemic forced companies of all sizes to scrap their business plans for 2020 and attempt to come up with new ones even though so much is unknown and changing so fast.

Indeed, many companies are now faced with scenario planning at a level they’ve never done before. That’s not surprising given how much is unknown about what will happen when states reopen for business, the coronavirus remains unchecked by a vaccine, and consumers and workplaces settle into perhaps new norms. Still, finance teams have to surface meaningful data so critical business decisions can be made.  Based on our conversations with FP&A experts, we have learned how companies can adjust and keep adjusting to the “next new normal”.

Learning Objectives include:

  • Anticipating pent-up demand and make strategic investments to capture growth upon reopening
  • Recalibrating for the changing face of the workplace and managing spend in the interim
  • Process efficiencies to facilitate rolling forecasts and create dynamic what-if scenarios

 

Kerman LauPlanning Product ManagementWorkday

Tom PeffProduct Marketing DirectorWorkday

2 PM - 2:50 PM ET

FIRESIDE CHAT: The Necessity of Good Governance During a Crisis *CPE Eligible* - (Track 1)

With unemployment at an all-time high, organizations are struggling with the painful reality of layoffs. The sustainability and societal impact of a company or business is a major determinant for many investors today. How can finance executives shoulder the responsibility to ensure social and environmental viability?

In this session, topics of discussion will include:

  • Ensuring your organization has an ESG framework in place
  • Navigating the three pillars of sustainability: economic, social, and environmental
  • Pursuing sustainable initiatives that produce both environmental and economic benefits

Lyndsey Zhang, MBAFounder & Chief Executive OfficerBoardroom&Beyond

Jessica BlumeDirector for Publix and Centene

2 PM - 2:50 PM ET

PANEL DISCUSSION: Exploring the Top 3 Financial Services Use Cases that CFO’s are Most Challenged by - How AI & ML Can Solve It *CPE Eligible* - (Track 2)

Artificial intelligence and machine learning-enabled technology solutions continue to flood the market, forcing finance executives to evaluate the solutions available and the benefits they can bring forth. Understanding the challenges CFOs face and how AI and ML can help solve these issues for your organization is critical to the success of the finance function.

This session will explore:

  • Understanding the top challenges CFOs face
  • How to identify AI use cases and establish enterprise-wide data policies
  • Real life examples of problem and solution impact

Moderator:

Amit Arora Vice President of Artificial Intelligence & Data Analytics ProductsGenpact

Panelists:

Chris OrtegaDirector of Finance, AmericasEmarsys

Tom FenclChief Financial Officer & Senior Vice President of OperationsPrice f(x)

Beaumont Vance Head of AI, Advanced Analytics and Emerging Technology DevOpsTD Ameritrade

2:50 PM - 3 PM ET

Afternoon Break

3 PM - 3:30 PM ET

Building, Leading an Effective and Diversely Rich Finance Organization – We Have Entered a New Era, How Do You Lead from Now On? - (Track 1)

As the world faces new challenges such as COVID and has collectively awaken towards addressing racial discrimination and injustice, organizations must turn on a dime to embrace this new era and strengthen the finance organization.

So, what does it look like to lead an effective finance organization now? Building and leading a diverse team that is in line with the diversity of your customers and consumers is a top priority, and leadership critical responsibilities is integral to making it work in order to strive in the future.

This session will explore:

  • Our responsibilities as Leaders to champion diversity and inclusion practices
  • What does an Effective Finance Function looks like?
  • Becoming an inspirational leader able to lead multi-generational workforce

Kevin Mpambou Do DangChief Financial OfficerAway From Home, Kellogg Company

3 PM - 3:30 PM ET

Digital Transformation - Overcoming Change Resistance on a Global Scale - (Track 2)

Whenever your organization takes on a transformation or improvement project, there is often a resistance to change. These transformations directly impact employees and jobs, which could increase frustrations and disrupt streamlined processes.  It is important to understand where to customize transformations and where you don’t, especially if your organization is on a global scale.

In this session, topics of discussion will include:

  • Operational strategy, process changes, and managing budget
  • How to deliver transformation appropriately
  • Budgeting for necessary finance transformations

Paul SmithChief Revenue OfficerWorkforce.com

3:35 PM - 4:25 AM ET

FIRESIDE CHAT: Evolution of the Finance Function *CPE Eligible*

The requirements of today’s CFOs are ultimately more diverse, complicated, and sweeping.  They are expected to not only provide counsel to the CEO but to perform a key role in identifying strategic growth opportunities for the business. There is an absolute need for CFOs to evolve in their roles, even if not transitioning into a CEO position.  This means adopting a more left-brain right-brain balance where, as numbers people, they can also begin to embrace a more creative, problem solving, and intelligent risk-taking attitude when it’s needed.

This session will explore:

  • Balancing fiscal prudence with a broader perspective on the benefits of investing in people, training and technologies
  • Developing a more collaborate attitude
  • Bringing a future-forward perspective that requires giving up control of some day-to-day details

Suk ShahMBA, Chief Financial OfficerGuaranteed Rate

Ozan Kaya Chief Financial Officer & Chief Operating OfficerShopRunner

4:25 PM - 4:30 PM ET

Closing Remarks

4:30 PM - 5:30 PM ET

Virtual Cocktails
 

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10:55 AM - 11 AM ET

Opening Remarks

11 AM - 11:50 AM ET

CASE STUDY: How Walmart Finance uses Big Data and Analytics to Drive Value *CPE Eligible*

Walmart executives will discuss the company’s approach to developing a strong data foundation and curating data in a manner that members of its Finance team can access and use to drive value creating decisions within Walmart’s Supply Chain organization. These executives will provide a brief overview of Walmart’s data strategy and then focus on how the company has developed a Cost to Serve Model that allows access to data at the most granular level, which influences decision making among business partners.  This will be illustrated with specific use cases.

Key Takeaways:

  • Participants will gain an understanding as to how Finance can partner with Data Scientists to drive Value

Bill MinesSenior Vice President of Finance and Strategy, Supply Chain & LogisticsWalmart

Juan GomezSenior Director of Supply Chain FinanceWalmart

Jackie GuanSenior Director II, US Supply Chain Data and AnalyticsWalmart

11:55 AM - 12:45 PM ET

KEYNOTE PRESENTATION: The Financial Value of Brands: The Role of the CFO *CPE Eligible*

The role of brands as strategic assets can be used to create long-term sustainable value and success for organizations. Based on their work and article titled “The Financial Value of Brand” Strategic Finance (October 2019), Bobby Calder and Mark L. Frigo will describe how evaluating the financial value of a brand can improve the connection  of marketing with the financial side of organizations. A primary focus is on creating brands with a strong corporate purpose that can drive financial results. This includes understanding the financial value of a brand, how companies can create relevant value-creating brands with a strong corporate purpose that addresses sustainability, and the information on brands and brand investments that is useful for boards and investors.

This session will also explore:

  • How can CFOs and CMOs resist competitive fade by developing strategies for reinvestment in brands based on a Competitive Life-Cycle (CLC) analysis?
  • What are the limitations of well-publicized brand rankings published yearly by BrandZ, Interbrand, Brand Finance, Forbes, and others that CFOs and management teams should consider when reviewing them?
  • How can companies find better ways to measure and manage the financial value of brands internally?

Bobby J. Calder, Ph.D. Kellstadt Professor of MarketingKellogg School of Management, Northwestern University

Dr. Mark L. Frigo, PhD, CPA, CMA, CGMAFounder of the Center for Strategy, Execution and Valuation and the Strategic Risk Management Lab Kellstadt Graduate School of Business, DePaul University

12:45 PM - 1 PM ET

Q&A with Stephanie Kelton

1 PM - 1:30 PM ET

THOUGHT LEADERSHIP: Reporting Beyond the Numbers- A Better Approach to Producing Narrative Performance Reports

As the finance leader of your organization, you are tasked with telling the company story on a periodic basis through various report outputs. The focus of the reporting discussion is typically on external reporting, yet the internal reports are arguably more crucial to driving strategic decision making – and the process is infinitely more painful, disparate, and recurring.

In this session, you will hear:

  • Survey data around the impact of this inefficiency on organizations
  • In-practice examples of how global finance teams have reduced risk and improved controls with a more comprehensive approach

Kevin BeckbergerVice President, Global Solutions Engineering Disclosure ManagementCertent

1:35 PM - 2:25 PM ET

PANEL DISCUSSION: Overcoming COVID-19 - Retaining the Best Finance Talent *CPE Eligible*

Due to the traumatic global pandemic, developed and talented finance teams are at risk of being downsized. Organizations must make difficult decisions and ultimately maintain the finance talent that will help position them for success. The future is unclear but holding onto the best and most seasoned finance professionals can sustain a company in the long run.

In this session, topics of discussion will include:

  • Understanding the relationship between your organization’s performance and finance talent
  • Retaining talented professionals to increase productivity and company value
  • Avoiding the looming threat of layoffs and a downturn in the economy

Moderator:

Dipti AroraHead of FP&AA10 Networks

Panelists:

Kelly A. GarnesChief Financial OfficerGill St. Bernard's School

Ann AnthonyChief Financial OfficerKey Capture Energy

2:25 PM - 2:30 PM ET

Closing Remarks

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