Master Disruption &
Win Competitive Advantage

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

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 New Skills for Today’s Finance Office

Michael Coyle - Managing Director, Finance, The Depository Trust & Clearing Corporation
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
•Driving enterprise level value creation
•Adapting to changes in corporate structure and reporting

Michael Coyle

Managing Director, Finance
The Depository Trust & Clearing Corporation

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) 

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, Financial Shared Services


Karen Begelfer

Vice President Internal Audit, Chief Audit Executive

9:45 am - 10:00 am Networking Break

10:00 am - 10:30 am Business Meetings

10:30 am - 11:00 am Business Meetings

11:00 am - 11:30 am Business Meetings

11:30 am - 12:00 pm Mastering Analytics: How CFOs Are Owning Analytics for Strategic and Operational Decision-making

Timothy Zue - Executive Vice President & Chief Financial Officer, Boston Red Sox
It’s not always clear who should own analytics, but given that CFOs and their teams have traditionally used data-driven analytics for management, a case could be made that the CFO is in a position to use analytics to drive strategic and operational decision making as well.  By taking ownership for the company’s data the CFO can strengthen ties throughout the business and expand leadership outside traditional core finance functions. 

In this session:
•Driving value outside the finance function
•Delivering value on the operational side
•Integrating data for relevant insights and actions needed for strategic decision making


Timothy Zue

Executive Vice President & Chief Financial Officer
Boston Red Sox

12:00 pm - 12:05 pm Closing Remarks Chairperson