Master Disruption &
Win Competitive Advantage

February 23 - 25, 2020 | Naples, Florida

Day Two, Monday, February 26, 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

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

8:35 am - 9:05 am The CFO and CHRO Partnership: Aligning Organizational Strategy with Human Capital

As business has become more driven by rapidly-changing technologies, the need for talent has never been greater.  The loss of specialized talent can devastate an organization's bottom line, so talent recruitment and retention has become a strategic imperative for both CFOs and CHROs alike. Both CFOs and CHROs share a stake in understanding the relationships between the organization’s labor costs and performance. In this session we will cover:

  • Collaborating with HR on mutually defined key human capital indicators that drive business growth
  • Partnering with HR to build a business case for investments in analytics
  • Integrating data for relevant insights and actions needed for future business success

9:05 am - 9:35 am Collaborative Cloud Computing- Increasing Productivity Through Connectivity

The benefits of cloud computing are now integral to the mainstream enterprise as its resources offer new productive solutions. A continued adoption of cloud computing has enabled businesses to free up the need for their own servers and as such, reduce asset costs. The collaborative nature of the cloud, given its sharing basis, can be used as a vital tool as the world becomes smaller every day due to globalization. Companies can share documents and information with each other across the nation and across the globe as organizations find new ways to integrate cloud software into their current infrastructure. 
In this session we will cover: 

  • Increasing productivity through connectivity
  • Providing managed IT services and enhanced disaster recovery to minimize loss
  • Demonstrating the fiscal impact of cloud migrations

9:35 am - 10:05 am Realizing Blockchain’s Full Benefit for Business

Blockchain can be leveraged to integrate business systems within an ecosystem.  This integration can potentially eliminate downstream reconciliations, deliver a high degree of accuracy and control, and enable straight-through processing.  Blockchains for business can operate as standalone solutions, but are even more valuable when combined with other technologies such as automation or artificial intelligence. 
During this session we’ll discuss:

  • The CFO’s role and involvement
  • What drives the decision to use Blockchain?
  • Examples of efficiencies gained through Blockchain implementation
  • Blockchain applications for business

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.

5:45 pm - 6:45 pm The Expanded Role of CFO as “Mini-CEO”

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

7:00 pm - 7:30 pm Networking Reception