Day One, Sunday, February 23, 2020

10:15 am - 10:45 am Registration

10:45 am - 10:50 am Welcome Orientation

10:50 am - 11:00 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.

11:00 am - 11:05 am Chairperson's Opening Remarks

11:05 am - 11:35 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

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Harold Tamayo

Vice President of Finance, Chief Financial Officer
CVS Omnicare


11:35 am - 12:05 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 study 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:
* The modern CFO has many responsibilities, but understanding, analyzing and maximizing value creation is arguably the most important.
* A relentless focus on innovation is critical to creating long-term sustainable value.
* You must have a clear and well thought through capital allocation strategy in order to succeed.

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Darren Snellgrove

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

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.
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Darren Snellgrove

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

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Karen Begelfer

Vice President Internal Audit, Chief Audit Executive
Sprint

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John Ustica

CFO
Siemens Government Technologies

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Kyrah Coker

Vice President of Finance
National Roofing Partners

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Kenneth Merritt

Partner
DayBlink

12:50 pm - 1:50 pm Networking Lunch

1:50 pm - 2:20 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

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Delores Lenzy-Jones

Chief Financial Officer & Treasurer
CPS Energy

2:20 pm - 2:50 pm Winning in a Downturn: Recession Strategies to Take the Lead

Tom Holland - Partner, Bain & Company
A recession will likely land soon, and structural trends will influence a new cycle, notably the accelerating technology revolution in many industries and the end of decades of low interest rates.  Preparing now enables companies to gain market share and accelerate:  Winners pulled away from losers during the last recession and widened the profit and market-cap during subsequent expansion, Bain’s analysis of nearly 3,900 companies shows.  The winners excelled in four areas:  early cost restructuring, financial discipline, aggressive commercial plays and proactive M&A.  A four-point recession-readiness plan based on a company’s strategic and financial strength can help leadership teams prepare now.

Key takeaways from this session include:
•Why a recession may hit soon and likely implications
•What it will take to win
•How CFOs can shape the agenda



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Tom Holland

Partner
Bain & Company

2:55 pm - 3:25 pm Business Meetings

3:25 pm - 3:55 pm Business Meetings

3:55 pm - 4:25 pm Business Meetings

4:25 pm - 4:40 pm Networking Break

4:40 pm - 5:10 pm Reporting in the 2020s: How CFOs Can Drive Actionable Insight Not Just Meet Deadlines

Kevin Beckberger - VP WW Solutions Engingeering, Certent
Decisions can no longer be made based on numbers alone. Today, finance organizations must provide executives and managers detailed analysis and narrative to drive strategic decision making – and the process is infinitely more painful, disparate, and recurring.  

This masterclass will cover research showing the challenges of reporting within organizations. And highlight in-practice examples of how global finance teams have disrupted reporting process inefficiencies with a more comprehensive approach resulting in reduced risk, improve controls, and higher quality, pixel-perfect outputs.
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Kevin Beckberger

VP WW Solutions Engingeering
Certent

As the pace of change accelerates and new technologies emerge, it will become more and more critical for you to have command of your own and your team’s skillsets. Half (50%) of finance leaders surveyed for the CGMA report Reinventing Finance for a Digital World said that the competencies of their teams must “change significantly” over the next three years as technology takes over routine tasks and as finance teams seek to drive greater value. To thrive in our new digital world, finance and accounting professionals need to develop new skills and competencies. In this session we will explore:
  • How leveraging digital technologies and analytics has changed the skills landscape.
  • How this is driving new operating models and shapes of the finance function.
  • The impact this is having on talent development and capabilities required.•How developing people is changing to meet the needs of the business.
  • What mindsets and skill sets are important.
  • And finally, what does a career path to finance leadership look like?
This panel will give you some practical examples of how to think differently around talent development in the face of new operating models and increasing value of the finance organization.


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Barry Payne

Director- External Relations, Management Accounting
CGMA

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Delores Lenzy-Jones

Chief Financial Officer & Treasurer
CPS Energy

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John Regan

Chief Financial Officer
Swiss Re America Holding Corporation

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Scott Page

VP Finance
Chart Industries

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

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.
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Robert Gomez

Senior Lead Consultant and Entrepreneur
Insightsoftware


Ignite Sessions

5:50 pm - 6:10 pm Agile for CFOs
Michael Wong - Partner, DayBlink
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Michael Wong

Partner
DayBlink


6:10 pm - 6:40 pm Cocktail Reception


6:40 pm - 7:40 pm Networking and Dinner