Master Disruption &
Win Competitive Advantage

February 23 - 25, 2020 | Naples, Florida

Day One, Sunday, February 25, 2020

10:15 am - 10:45 am Registration

10:45 am - 10:50 am Welcome Orientation

10:50 am - 11:00 am Thoughtexchange Introduction

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

11:00 am - 11:10 am Chairperson's Opening Remarks

11:10 am - 11:40 am Master Disruption and Win Competitive Advantage The Economics of the World and What We Could Expect Next

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


11:40 am - 12:10 pm The Modern Day CFO: Heeding the Call to Become a Transformational Value Creation Partner for the Enterprise

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

12:10 pm - 12:40 pm Moving Beyond RPA to Integrated IA (RPA + Analytics + Cognitive)

Today’s enterprise is moving from uncoordinated efforts to an integrated operational-improvement organized around journeys with a compound impact from the adoption of new strategies.  The next generation operational model include: streamlining processes, digitizing customer experience, introducing intelligent automation and providing intelligence to facilitate decisions.
In this session:

  • Understand how Intelligent Automation can be used in your organization
  • What is Robotic Process Automation + Analytics + Cognitive? And, practical applications
  • How to set up an RPA Center of Excellence
  • 180-Days IA roadmap

12:40 pm - 1:40 pm Networking Lunch

1:40 pm - 2:10 pm Bridging the Talent Gap- How Finance Must Reskill to Act as Catalyst for Transformation

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

2:10 pm - 2:40 pm Achieving True Finance Transformation Through Greater Efficiencies In Corporate Performance Management

Finance Transformation has been the mantra for CFOs and financial executives for many years. But are we really achieving making progress in moving from backwards to forward-looking?  Improvements to ERP, CRM and HCM systems have helped many organizations improve their transactional processes. However, many are hindered in gaining efficiencies in their financial reporting, planning and analytic processes due to reliance on spreadsheets and legacy corporate performance management (CPM) applications.    
 
CPM 2.0 applications are designed to address the same business problems as CPM 1.0, but with an architectural approach that addresses many of the pitfalls of CPM 1.0 solutions – enabling true Finance Transformation.  Learn how CPM 2.0 applications enable Finance teams to shift more time to value-added analysis, partnering with lines of business, and improving alignment and decision-making across the enterprise.   

  • How are organizations doing in achieving Finance transformation? What’s holding you back?
  • How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
  • What are the most critical Finance processes that require modernization?
  • How are you acting as the change agent for your organization in aligning Finance and Operations? 
  • How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?
  • How is your finance department leveraging FinTech to gain competitive advantage and drive innovation?

2:40 pm - 3:10 pm Business Meetings

3:10 pm - 3:40 pm Business Meetings

3:40 pm - 4:10 pm Business Meetings

4:10 pm - 4:25 pm Networking Break

BrainWeave

4:25 pm - 5:10 pm Agility- Many Say They Are Agile, But …
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

 


MasterClass

4:25 pm - 5:10 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

5:10 pm - 5:50 pm Navigating Cyber Risk in Uncertain Times

Could you afford the negative publicity and costly damage a data breach would bring to your organization? There have been numerous high profile case studies In this arena.  Don’t become the next one!  
Join us for an informative session where you’ll learn to: 

  • Assess your cyber risk factors so that you’re aware of potential vulnerabilities
  • Establish proactive guidelines to protect your data
  • Ensure departmental staff follow data security guidelines
  • Anticipate data security weaknesses and proactively prevent and defend them

5:50 pm - 6:05 pm Collaborative & Courageous Leadership

Learn how innovative and dynamic leaders are leading the way by having courageous conversations within their organization.  Discover how organizations are creating a culture that promotes openness, transparency and collaboration by empowering their employees to share their voice and consider the thoughts and ideas of others, shifting the corporate paradigm from closed and knowing to open and learning.  In this session you’ll learn what collaborative and courageous leadership means to you and those around you.

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

6:05 pm - 6:40 pm Augmenting Procedural Efficiencies Through Accounts Payable Automation

Ignite Sessions

6:05 pm - 6:40 pm Implementing Blockchain for Business


Ignite Sessions

6:05 pm - 6:40 pm Evaluating and Selecting Business Intelligence Tools

6:40 pm - 7:10 pm Networking Reception