Master Disruption &
Win Competitive Advantage

February 23 - 25, 2020 | The Ritz Carlton Golf Resort, Naples, FL

Day One, Sunday, February 23, 2020

10:15 am - 10:45 am Registration

10:45 am - 10:50 am Welcome Orientation

10:50 am - 11:05 am Welcome Introduction

During this segment, attendees will learn how to glean greater insights from business partners using the an online social learning tool. Later in the Exchange, we will put these insights to action by developing solutions to ultimately improve financial operations.

11:05 am - 11:15 am Chairperson's Opening Remarks

11:15 am - 11:45 am Master Disruption and Win Competitive Advantage by Taking Charge of Change The Economics of the World and What We Could Expect Next

Harold Tamayo - Vice President of Finance, Chief Financial Officer, CVS Omnicare
The CFO has always had an important seat at the table, but now no one else plays a more critical role in mastering uncertainties and marketplace disruptions that impact the business including rapid technological change, global trade and tariff volatility, and finding and retaining top talent. The transformation involves developing needed technical skills, understanding how the way finance works is evolving and the changing requirements of the role. At this session, we will cover ways trade, technology and talent are changing the CFO’s role. 

As a result, you’ll be equipped moving forward to:
  • Develop and thrive in the digital world
  • Communicate evolving board-level responsibilities
  • Adapt to changes in corporate structure


Harold Tamayo

Vice President of Finance, Chief Financial Officer
CVS Omnicare

11:45 am - 12:15 pm The Modern Day CFO: Heeding the Call to Become a Transformational Value Creation Partner for the Enterprise

Darren Snellgrove - Chief Financial Officer, Chief Operating Officer Global Pharmaceutical R&D, Johnson & Johnson
A recent McKinsey survey found that the CFO’s role has become broader and more complex than even 2 years ago.  Today’s CFO has an average of 6.2 reporting functional areas with a corresponding increase in responsibilities including board engagement and taking the lead in digital transformation initiatives.  

Key takeaways for this session include:
•Managing transformation initiatives for value creation
•Defining the master plan and enabling execution
•Partnering for performance


Darren Snellgrove

Chief Financial Officer, Chief Operating Officer Global Pharmaceutical R&D
Johnson & Johnson

12:15 pm - 12:45 pm Perspectives on Becoming a Transformational Value Creation Partner

Kyrah Coker - Vice President of Finance, National Roofing Partners
Following Darren Snellgrove’s thoughts on this subject, he will be joined by other CFO practitioners in a lively panel discussion to offer additional thoughts on this very important topic.  Following the panel discussion the floor will be open for an extended Q&A session.

Kyrah Coker

Vice President of Finance
National Roofing Partners

12:45 pm - 1:45 pm Networking Lunch

1:45 pm - 2:15 pm Bridging the Talent Gap: How Finance Must Reskill to Act as Catalyst for Transformation

Delores Lenzy-Jones - Chief Financial Officer & Treasurer, CPS Energy
Along with technology, the role of the CFO and finance office continues to evolve. This includes developing proficiency in new areas of expertise including technical and leadership skills, and deeper enterprise knowledge. In this session we will address how to reskill to act as the enterprise catalyst for transformation.

This session will examine recruitment, retention and development of talent:
•Reinventing recruitment in an online world so that you’ll find today’s top talent
•Strategies to increase retention across generations
•Building the digital global team by preparing clear career paths


Delores Lenzy-Jones

Chief Financial Officer & Treasurer
CPS Energy

2:15 pm - 2:45 pm 5 Best Practices for Risk & Control in Finance

Risk management starts with knowing an organization’s financial data.  Knowing the implications of the data allows for managing risks and implementing effective controls. The evolving digital landscape and expanding regulatory environment have expanded the type and number of business risks. CFOs are seeking ways to improve efficiency and decrease risk while lowering costs. Organizations must make proactive decisions that assess the risk-return trade-off instead of being simply reactive when an incident occurs. In this session, attendees will learn about new ways to adjust approaches to disruption and receive best practices to address all types of risk including financial, operational, IT, geopolitical and catastrophic.  

•Understand the implications of data and implementing effective controls
•Make proactive decisions for risk-return tradeoffs
•Improve efficiencies and decrease risks while lowering cost

2:45 pm - 3:15 pm Business Meetings

3:15 pm - 3:45 pm Business Meetings

3:45 pm - 4:15 pm Business Meetings

4:15 pm - 4:30 pm Networking Break


4:30 pm - 5:15 pm Gain Organizational Effectiveness by Building an Agile Workforce
Finance has been rapidly changing from digital transformation.  However, some finance functions are still struggling to become truly agile. Consequently, finance executives are still wrestling with this area as agility isn’t learned in a classroom, but through interaction with colleagues and how work is organized. 

In this session. participants will learn how to:
•Identify manageable goals
•Anticipate change early to avoid loss
•Build an agile workforce to realize greater organizational efficiency



4:30 pm - 5:15 pm IA: How to Get Enterprise Scale & Benefit
The ability to maximize and extend the scope and degree to which processes can be optimized is transforming how organizations work. With intelligent automation, organizations can start, scale or expand the intelligent digital workforce on their terms and timelines.

Getting enterprise scale and benefit from IA requires the ability to apply RPA across the enterprise and on processes ranging from simple to complex. For the more complex processes, RPA alone is insufficient. In this Master Class, participants will review case studies of organizations that have successfully scaled IA. Key takeaways include:
  • Applying RPA across your enterprise for increased cost savings
  • Expanding your digital workforce in ways that make sense for your organization
  • Scaling  your digital workforce for maximum benefit

5:15 pm - 5:55 pm A Blueprint to Reevaluate and Successfully Adjust Your Finance Transformation Strategy Midstream

By now most finance organizations are somewhere along the path in their finance transformation journey.  No matter where you are on the journey, it can be very valuable to step back and reevaluate how you’re progressing toward your goals.   In this panel, we will share case studies for successfully reevaluating and adjusting your finance transformation midstream.

•Assess key success factors of your organization’s finance transformation plan
•Establish guidelines for plan re-evaluation and adjustments
•Ensure stakeholder buy in

This is a fast-moving, multi-topic session comprised of three Quick Fire Presentations that will be completed in 30 minutes of total time (10 minutes for each challenge). Each speaker has a total of 10 minutes to get through up to 10 slides. Each individual presentation will focus on one specific challenge that CFOs are facing and will provide actionable solutions that can be used to effectively overcome these challenges.

Ignite Sessions

Ignite Sessions

5:55 pm - 6:30 pm Augmenting Procedural Efficiencies Through Accounts Payable Automation

Ignite Sessions

5:55 pm - 6:30 pm Implementing Blockchain for Business

Ignite Sessions

5:55 pm - 6:30 pm Evaluating and Selecting Business Intelligence Tools

6:30 pm - 7:00 pm Networking Reception