Master Disruption &
Win Competitive Advantage

February 23 - 25, 2020 | Naples, Florida

Day Two, Monday, February 24, 2020

7:30 am - 8:00 am Networking Breakfast

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

8:05 am - 8:35 am Taking Charge of Transformation: Through Technology Innovation, Talent Upskilling and Leveraging Disruptors

Dhiraj Nayar - Chief Financial Officer, Boston Globe Media
All enterprises today are faced with disruption in the form of rapid changes in consumer/customer preferences, new possibilities from technology innovations, and talent reskilling and upskilling.  These disruptions are causing an ever expanding expectation of the role of the CFO itself.  Today’s CFO is expected to lead the transformation journey for the enterprise.
But how can they lead the transformation journey effectively?  In this session, Dhiraj Nayar, CFO of Boston Globe Media will share practical insights from their transformational journey.
Key takeaways include:

  • Casting vision and getting buy in from the Board for your transformation journey
  • Adding value across the enterprise in order to win competitive advantage in the marketplace
  • How Boston Globe Media converted adverse disruptive forces into gain


Dhiraj Nayar

Chief Financial Officer
Boston Globe Media

8:35 am - 9:05 am Mastering Analytics: How the CFO Can Own Analytics for Strategic and Operational Decision-making

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 through out 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
Technological disruption is rampant and causing entire industries to recast their business models. How does technological disruption occur? How should a firm respond? This session will answer those questions with examples of successful (and unsuccessful) responses to disruption by various companies. Key to a successful response is a leadership team that is highly engaged and nimble, including the CFO and his/her team. What actions should a CFO take to ensure the entire Finance group is engaged and responding to disruption appropriately? Join us to find out. 
In this session we will cover: 

•Increasing productivity through innovation
•Implementing successful responses to marketplace disruption
•Establishing an adaptive culture for the financial organization

Speaker: Jim Peterson, EVP, CFO and Treasurer, Price Chopper Supermarkets-Market 32


Jim Peterson

Executive Vice President, Chief Financial Officer & Treasurer
Price Chopper – Market 32

9:35 am - 10:05 am Real-Life Lessons Learned Post AI, ML And RPA Deployment

Ongoing technological innovations and their implementation are constantly going to be a factor in the business landscape and lessons learned from them shape corporate direction. The further adoption of Robotic Process Automation, cloud computing software, Artificial Intelligence and Customer Intelligence software has changed the way businesses operate. Most of these ideas have been around for some time but the difference now is that they’re being further integrated into companies and what used to be ‘breaking technology’ is now becoming the standard. In this session, explore case studies and real world insights from actual deployments.
·         The CFO’s role and involvement
·         Examples of efficiencies gained post deployment
Lessons learned that shape corporate direction going forward

10:05 am - 10:35 am Business Meetings

10:35 am - 11:05 am Business Meetings

11:05 am - 11:35 am Business Meetings

11:35 am - 11:50 am Networking Break


11:50 am - 12:35 pm Automation Technologies: What CFOs Should Focus On In 2020
In this session, we’ll take a look at various automation technologies including Blockchain, AI, IA, and Machine Learning  with the goal of helping you understand what they are, how they can help your business, and why you should implement them to win competitive advantage in the marketplace.


11:50 am - 12:35 pm A Better Approach To Producing Narrative Performance Reports
As the finance leader of your organization, you are charged with periodically telling the company story to external audiences.  However, you also need to create an internal narrative to drive well informed decision making. This task is sometimes is even more challenging.

In this Masterclass, we will review case studies of how global finance teams have reduced risk and improved controls with a more holistic approach.

12:35 pm - 1:35 pm Networking Lunch

1:35 pm - 2:35 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

2:35 pm - 3:05 pm Practitioner Roundtable Discussions

Earlier in the Exchange, we collected your insights and challenges using Thoughtexchange.  We identified the highest rated topic areas. During this session, you’ll have the opportunity to choose a topic and participate in a small group discussion. You will work in groups to develop an action plan for improvement

3:05 pm - 3:35 pm Business Meetings

3:35 pm - 4:05 pm Business Meetings

4:05 pm - 4:35 pm Business Meetings

4:35 pm - 4:50 pm Networking Break


5:00 pm - 5:45 pm Accelerating Your Organization on the Digital Transformation Timeline
Digital transformation has become widely accepted as a means for organizations to embrace technological change, create strategies and execute enterprise wide strategies with an eye to future preparedness.
Finance and Accounting executives are leading the charge of this initiative and are called upon to provide the information and analysis required to support strategic decision making.
These leaders need to stay up to date on the latest technology trends that impact their industries, and create an adaptive business model that can quickly take on new processes to stay competitive.


5:00 pm - 5:45 pm Beneficial Business Outcomes Associated with Automating Transactional Processes
Workflow automation is one of the most pivotal areas in which companies can realize benefits. Using automation software, organizations can reduce errors and costs while increasing communication.

Workflow automation frees up personnel to focus their energy on more productive tasks. This helps free up human capital as well as reduce human error.
The CFO or Finance Executive has always had an essential role in policy creation and enforcement as well as risk and liability management.  However going forward, the CFO will more and more be called upon to lead innovation and strategic planning in the rest of the enterprise, and in some cases function like a “Mini-CEO.”  Successful CFOs who undergo this role expansion and transformation will learn to master non-financial KPIs in other departments, leverage automation technologies, understand customer experience and satisfaction and retain top employee talent.  
In this session you’ll takeaway:

  • How to leverage automation technologies
  • How to reskill and upskill for increased scope of work
  • How to add value across the enterprise


Rick Lauro

Vice President, Finance & Controller
Boston's Pizza Restaurants


Imad Barake

Vice President, Treasury and M&A

7:00 pm - 7:30 pm Networking Reception