Master Disruption &
Win Competitive Advantage

February 23 - 25, 2020 | Naples, Florida

Day Three, Tuesday, February 25, 2020

7:30 am - 8:00 am Networking Breakfast

8:00 am - 8:05 am Chairperson Opening Remarks

8:05 am - 8:35 am Thriving Through Rapid Change and Disruption by Developing Required New Skills for Today’s CFO

Along with technology, the role of the CFO and finance office continues to evolve. This includes developing needed technical skills, understanding how the way finance works is changing and the changing requirements of the role. At this Exchange we have covered ways trade, technology and talent are changing the CFO’s role.
This session will enable you to master disruption by:

  • Developing and thriving in the digital world
  • Communicating evolving board-level responsibilities 
  • Adapting to changes in corporate structure

8:35 am - 9:05 am Gaining Sustainable Productivity and Results by Developing the Next Generation of Leaders

Effective leadership is essential to a company’s success today and for years to come. It can engage employees in ways that can give your company a true competitive advantage. To unlock the power of effective leadership, we will look at the difference between being a manager vs. an effective leader, the keys to engaging your employees to achieve more than they thought possible, how you can develop the next generation of leaders for your company, and keys to you and your employees living a successful and rewarding life. 

  • Understand the difference between managing and leading 
  • Receive the keys to engage your employees to achieve maximum productivity and results through situational leadership
  • Learn to develop the next generations of leaders for your company 
  • Build important messages for your employees – keys for them to have a successful career and life (unleash their passion) 

9:05 am - 9:15 am Thoughtexchange Market Question

In the past decade we have seen a greater prevalence of gender diversity in executive positions. While this has been a fantastic start, it needs to be taken further. A study by the IMF found that women comprise less than 20% of executive board members at financial institutions. In addition, a study by Cision PR found that 77% of American C-Suite Executives admit they have a diversity problem and yet many aren’t sure how to remedy this. By starting a discussion and acting on this issue we can help create a push to be more inclusive in the C-suite. Including diversified perspectives helps us learn and grow as business leaders as we absorb new ideas and viewpoints to enhance our overall schema.


Shivani Bhatia

Vice President, Shared Services

9:55 am - 10:25 am Business Meetings

10:25 am - 10:55 am Business Meetings

10:55 am - 11:25 am Business Meetings

11:25 am - 11:40 am Networking Break

11:40 am - 12:10 pm Understanding and Engaging Millennial Workers to Retain Top Talent

CFOs are sometimes challenged to understand how to engage millennial workers. In addition, CFOs and other business leaders need to leverage and make the most of their millennial talent in order to retain them. As the workplace changes, creating a sense of belonging among millennial employees will likely be a challenge for employers. By understanding millennial work-styles and employing strategies to engage them, CFOs and other leaders can help foster commitment and empowerment among this generation of employees.  
In this session, participants will learn how to:

  • Coach / mentor millennial workers
  • Redesign leadership development programs
  • Create an engaging culture

12:10 pm - 12:15 pm Closing Remarks Chairperson