Priorities for Financial Success in 2023

Finance teams work with confidential data on a daily basis that is critical to protecting, therefore security is a top concern for SMBs. Threats of data and privacy breaches will only continue to rise, and finance must work closely with their IT department to ensure the right tools are in place to successfully identify potential threats and manage risk.

In this keynote presentation, you will learn:

• How to lead security efforts that will protect private data and stop data breaches in their tracks
• The best security strategies for your organization to mitigate risk and implement the most effective solutions (such as cloud-based technologies)
• How to improve regulatory compliance, especially while managing a remote workforce

Dr. Jason Gamage

Chief Information Security Officer and Managing Director MEA

Goldilock

As small and midsize businesses (SMBs) kickstart the new year, finance teams are tasked with ensuring the best processes are in place for long-term, company-wide success. Therefore, it is imperative for these smaller businesses to reevaluate the responsibilities of their CFO and finance team to improve the bottom-line. This includes strengthening critical processes such as FP&A and overseeing new or existing finance transformation initiatives to streamline operations.

In this panel discussion, you will learn:

• What the finance function looks like for SMBs and how this differs from larger corporations
• The core processes that CFOs and their finance teams have taken over
• How the CFO is working with the CEO and other c-suite executives to take on more responsibility and oversee new initiatives

Moderator:

Teddy Collins

Vice President, Corporate Finance

SeatGeek

Panelists:

Kyrah Coker

Chief Financial Officer & Company Integrator

National Roofing Partners

Bryan McKernan

ITSD Associate Director, Finance

United States Naval Academy

Jeanette Wade

Chief Financial Officer

Planned Parenthood of Northern New England

As we kick off the new year, SMBs continue to prioritize their digital transformation journeys. Whether your company is just beginning their journey or looking to progress it further, this session is for you.

Join Vertex to hear from Marc Duclos, Senior Director of Global Strategic Partnerships, and Chris Zangrilli, Vice President of Technology Strategy, as they discuss best practices for aligning company leadership on visions and goals for 2023.

During this session, Marc and Chris will also address the importance of AI investments and how the value can be shown through reducing time and effort to prepare data insights for your company. You will also learn:

• Best practices for digital transformation initiatives
• The power of AI and how to track its value
• The constant evolution in cloud computing technologies and user experience

Chris Zangrilli

Vice President, Technology Strategy

Vertex

Moderator:

Marc Duclos

Senior Director, Global Strategic Partnerships

Vertex

As finance teams continue to overcome unforeseen challenges, including economic disruption, these leaders are also tasked with addressing supply chain issues that directly impact their business. Not only have trade costs increased for all parties, but supply chain issues are projected to persist well into the new year which has the potential to damage the bottom line. So, how can CFOs and their teams combat these threats and prepare for potential financial disruption?

In this keynote presentation, you will learn:

• How to take action to adjust and diversify supply chains
• Different contingency plans that help organizations prepare for disruption, including new inventory management practices
• Ways to cut costs and properly budget to accommodate cash flow needs

Christopher Hollinger

Chief Financial Officer

Rethink Food NYC