CFO 2.0 – Strategies for Success

Digital transformation, technology innovations, automated processes – all of these initiatives are crucial to the finance function, but how do you stay ahead when trends are constantly changing? CFOs are addressing uncertainty at every turn and having the most up-to-date technologies sets organizations apart from the competition, and in an ever-changing marketplace it is imperative to remain agile. This means swaying with the changes to foster a culture of continuous improvement and being able to quickly adapt to the unknown.

Join this keynote presentation to learn:

• How transformation is not so cut and dry with a definitive “end” to implementation, it is an ongoing process that is constantly changing
• The importance of creating an agile workplace, allowing the entire enterprise to easily adapt, and overcome any unforeseen disruptions
• How to apply past lessons to the present and future, including learning from mistakes that were made during challenging times

Joshua Ketter

Chief Financial Officer

Spreetail

Controlling costs strategically is never far from the minds of company leaders. But it’s a topic that’s taken on new relevance in 2022, as inflation has grown faster than the historical average.

Still, it’s important to maintain perspective. Inflation is just one factor when it comes to managing finances and it shouldn’t hinder the larger goal of growing your business.

Fortunately, there are steps you can take to better control of hard and soft costs and help ensure the success of your business, no matter what the financial climate might be.

Join this session to learn:

• Why it’s important to maintain perspective on inflation
• Steps you can take to better control hard and soft costs
• Using real-time visibility and control to help drive efficiencies and cost savings
• What things are currently impacting travel rates

Ted Capeless

Director of Sales & Head of Global Partnerships

Fairfly

Anu Dass

Global Programme Manager - Consulting

TripActions

Fintech is filling the gap between the way customers want to transact versus the experience offered by traditional financial institutions. The emergence and success of fintech companies are pushing traditional banks to adopt fintech features for their customers quickly. However, legacy systems and infrastructure is impeding the path to enabling fintech capabilities.

Join this thought leadership to learn:

• How CFOs and CIOs of these banks are leveraging automation to accelerate their fintech capabilities
• Evaluating the advantages and/or disadvantages that fintech companies have over traditional banks
• Understanding the CIO perspective in regard to legacy systems and how to address these changes

Jagjit Dhaliwal

Vice President, Global CIO Industry Leader

UiPath

Stephen Faulkner

Vice President, Global CFO Industry Lead

UiPath

These days, CFOs are more focused on cybersecurity initiatives than ever before and developing strategic partnerships with CISOs and their team is critical. Companies spend an incredible amount of time, energy, and money building trust with their stakeholders, and establishing a “zero-trust” security framework is imperative to protect the entire enterprise. By working with IT, finance teams are able to establish strict, “always verify” protocols that ensure the confidentiality of private data and prevent potential costs from future data breaches or cyberattacks.

In this panel discussion, you will learn:

• How investing in “zero-trust” saves CFOs money in the long-term by deterring cyber threats and protecting crucial, confidential information
• What CFOs can expect to encounter during the implementation of new security frameworks, and how to successfully work with IT
• Best practices for cross-team collaboration and how to reference use cases, insights, surveys, etc. for recommendations

Moderator:

Simone Grimes

Chief Financial Officer

Acadia Insurance

Panelists:

Richard Corn

Senior Product Manager

Divvy

Allan Wong Kam

Chief Financial Officer/Executive Vice President Development, RBD California Restaurants Limited

Restaurant Brands

Shwetha T. Pai

Chief Financial Officer

VCM Products

Robin Smith

Head of Cyber and Information Security

Aston Martin Lagonda

Managing costs, growing revenue, and ensuring control have always been critical priorities for all CFOs. However, today’s Mid-Market CFOs have unique challenges to face in order to navigate future economic uncertainty, mounting inflationary pressures, and the battle for buying power against enterprise competition. Financial leaders within the Mid-Market face a steeper growth curve due to difficulty attracting talent, lack of brand recognition, and cash flow issues. To meet these challenges, Mid-Market CFOs are embracing their roles as strategists and “catalysts for change”, rather than simply financial stewards.

How Mid-Market CFOs drive value in the future will depend on which strategic initiatives they choose to focus on in order to unlock hidden value and scalability for their finance team, including investing in the right digital transformation solutions to solve real problems.

Join this thought leadership to learn:

• How the role of the Mid-Market CFO must change from financial steward to strategic value driver
• How to define a problem, and understand what your challenge is before you solve it
• How the right technology can strategically enable the finance organization

David Shebay

Principal

PwC

This insightful keynote presentation explains how courage is THE key ingredient that outstanding leaders display. The good news is that courage is not a character trait, but rather a skill that can be built. Peter McKenzie, a C-suite executive with over 30 years of experience in some of the world´s most important companies will reveal how!

Applying methods from ancient philosophy and modern science, the session is packed with stories, examples, and most importantly practical methodology of how to build leadership courage and resilience.

Attendees will be given tools to:

• Evaluate their own leadership style, identifying the gaps that need to be addressed
• Massively reduce stress, build confidence, increase focus, and become highly effective
• Build highly effective and engaged teams by leading from the front

Peter McKenzie

Chief Financial Officer & Corporate Director

Anticipa Real Estate

The role of the CFO is constantly evolving, assuming new responsibilities at every turn. Having navigated the throes of the global pandemic, the “great resignation”, and economic uncertainty, these fearless leaders are focusing more efforts on company culture and employee wellbeing. Organizations that thrived during times of uncertainty were those that focused on employee needs, which boosted productivity and in turn increased profitability. Reframing an enterprise around employee wellness and health is not an easy task, but it is proving to be a worthwhile focus for CFOs across every industry.

Join this panel discussion, which will address:

• How employee wellbeing continues to rise on the CFO agenda and why talent acquisition has become a top priority for organizations
• Expanding the role of the CFO to refocus on company culture and employee experience
• Strategies that increase productivity, retention, and profitability for enterprise success

Moderator:

Alonso Ramos

Chief Financial Officer

The Intec Group, Inc.

Panelists:

Dhiraj Cherian

Former Chief Financial Officer

Ferrellgas

Rina Kacker

FP&A Executive - SaaS, FinTech, and Life Sciences

Mark Noffke, CPA

Chief Financial Officer & Executive Vice President

Flying Food Group