Master Disruption &
Win Competitive Advantage

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

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 by Leveraging Technology, Upskilling Talent and Co-opting Market Disruption to Your Advantage

Dhiraj Nayar - Chief Financial Officer, Boston Globe Media
Like many industries, traditional media is going through a significant dislocation – the shift from print to digital, changing consumer consumption behavior (social & search), proliferation of “free” information services etc. are severely straining existing business models.  These disruptions are resulting in expanded expectation of the role of the CFO.  Today’s CFO is expected to be a leader in the transformation journey for the enterprise helping to maximize near-term profitability, while investing in the future.  But how can a CFO lead the transformation journey effectively? In this session, Dhiraj Nayar, CFO will share practical insights from Boston Globe Media’s continuing transformational journey.

Key topics include: 
•         Shaping vision and building consensus with senior management and ownership/board for    your transformation journey
•         Thinking beyond the numbers to strategically drive change
•         Exploiting market disruptions to create advantages for your organization


Dhiraj Nayar

Chief Financial Officer
Boston Globe Media

8:35 am - 9:05 am Mastering Analytics: How CFOs Are Owning 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


Jim Peterson

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

9:35 am - 10:05 am Finance Unleashed: Enabling Modern Finance with CPM 2.0 Platforms

The future of finance is now. Over the last decade, Finance teams have continued their transformation from backward to forward looking and have been navigating their firms through digital disruption. Today, many face new demands to address risks & compliance, the war for talent and to reshape business models. Further, transformative technologies like Blockchain, Robotic Process Automation (RPA) and Machine Learning are forcing finance leaders to think differently about how they will transact, report and analyze their business in the future. Still, despite billions of dollars invested into ERP and first-generation corporate performance management (CPM 1.0) solutions – almost 50% of CFO’s do not believe they are prepared to meet the demands of the strategic priorities of their business.
Forward-thinking finance leaders are thinking bigger to address business demands – and are creating a new foundation for change with CPM 2.0 platforms. Designed to address the same business challenges as CPM 1.0, CPM 2.0 platforms provide a modern approach that aligns to today’s most sophisticated processes, leverages new technologies and provides increased
business agility. Learn how leading organizations are innovating with CPM 2.0 platforms to transform processes, increase collaboration with operations and unleash the true value of finance as a strategic business partner across the enterprise.

10:05 am - 10:20 am Networking Break

10:20 am - 10:50 am Business Meetings

10:50 am - 11:20 am Business Meetings

11:20 am - 11:50 am Business Meetings


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 - 2:05 pm Understanding and Engaging Millennial Workers to Retain Top Talent

Bob Kolodgy - Executive Vice President and Chief Financial Officer, Blue Cross Blue Shield Association
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


Bob Kolodgy

Executive Vice President and Chief Financial Officer
Blue Cross Blue Shield Association

2:05 pm - 2:35 pm Real-Life Lessons Learned Post AI, ML And RPA Deployment

Jacinth Smiley - Vice President & Chief Accounting Officer, LyondellBasell
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


Jacinth Smiley

Vice President & Chief Accounting Officer

2:35 pm - 3:05 pm Business Meetings

3:05 pm - 3:35 pm Business Meetings

3:35 pm - 4:05 pm Business Meetings

4:05 pm - 4:20 pm Networking Break


4:20 pm - 5:05 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.


4:20 pm - 5:05 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

5:45 pm - 6:45 pm Champagne Roundtables

The Champagne Roundtables are a great opportunity to have a more intimate discussion with the entire group over four conversations.  Each Sponsors (Up to Four Sponsors Total) will have the opportunity to lead four 15 minute interactive discussions with every member of the group. This is a breakout speaking session consisting of anywhere between 12-20 Participants during each discussion. You will be moderating these discussions in an intimate setting, speaking alongside today's key industry players to strengthen your organization's branding as a leading solution provider in the marketplace and gaining the opportunity to meet all participants at the Exchange.