Day Two, Monday, February 24, 2020

8:00 am - 8:40 am Networking Breakfast

8:40 am - 8:45 am Chairperson Opening Remarks

8:45 am - 9:15 am Taking Charge of Transformation by Leveraging Analytics, Upskilling Talent and Co-opting Market Disruptions 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 strategy and building consensus with senior management and ownership/board
  • Developing a transformation strategy and executing against it
  • Exploiting market disruptions to create advantages for your organization

Dhiraj Nayar

Chief Financial Officer
Boston Globe Media

9:15 am - 9:45 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

9:45 am - 10:15 am Finance Unleashed: Enabling Modern Finance with CPM 2.0 Platforms

John O'Rourke - Vice President of Product Marketing, OneStream Software
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.


John O'Rourke

Vice President of Product Marketing
OneStream Software

10:15 am - 10:30 am Networking Break

10:30 am - 11:00 am Business Meetings

11:00 am - 11:30 am Business Meetings

11:30 am - 12:00 pm Business Meetings

12:00 pm - 1:00 pm Networking Lunch

1:00 pm - 1:30 pm Understanding the Needs of the Millennial Workforce for Today and Tomorrow

Bob Kolodgy - Executive Vice President and Chief Financial Officer, Blue Cross Blue Shield Association
By 2030, millennials are anticipated to make up 75% of the workforce. For employers, it’s
crucial to understand the challenges of engaging and empowering millennials to help them unleash their unique contributions to the labor market. One of the key challenges confronting millennials is an overall decline in their health.
As the role of the CFO evolves, CFOs and other business leaders must be armed with an understanding of current health trends of this population, what’s causing them and steps that can be taken by employers to foster a fully engaged and healthy millennial workforce.

a. An overview of challenges confronting millennials in today’s workforce.
b. An examination of the economic consequences of declining millennial health.
c. What employers and business leaders can do to reverse these trends, promote better overall health and harness the productivity of this increasingly influential segment of the population


Bob Kolodgy

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

1:30 pm - 2:00 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

2:00 pm - 2:30 pm Business Meetings

2:30 pm - 3:00 pm Business Meetings

3:00 pm - 3:30 pm Business Meetings

3:30 pm - 3:45 pm Networking Break

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


Chris Caswell

Chief Financial Officer


Michael Budde

Finance VP, Global Media Technology Operations & Investments

This is a fast-moving, multi-topic session comprised of three Quick Fire Presentations that will be completed in 30 minutes of total time (10 minutes for each challenge). Each speaker has a total of 10 minutes to get through up to 10 slides. Each individual presentation will focus on one specific challenge that CFOs are facing and will provide actionable solutions that can be used to effectively overcome these challenges.

Ignite Session

4:30 pm - 4:40 pm 5 must-haves for AI spend auditing in 2020

Uri Kogan - Vice President of Product Marketing, AppZen
With 2020 upon us, modern CFOs are planning their finance transformation initiatives. If AI-powered auditing of expenses and payables is on your radar, now’s the time to set goals, assemble requirements, and hammer out success metrics. Join AppZen Vice President Tom Beriau for a lively session on the five must-haves for AI-powered spend auditing. Participants will come away with:

  • The secret test for real AI in a sea of look-alikes
  • The 5 must-haves to have on your AI evaluation checklist
  • A three-part rubric for measuring your AI project
  • Plus...your essential toolkit, including a "starter RFP," ROI calculator, and your very own copy of AI in Spend Auditing for Dummies


Uri Kogan

Vice President of Product Marketing

4:40 pm - 5:40 pm Practitioner Roundtable Discussions

Earlier in the Exchange, we collected your insights and challenges using an online social learning tool.  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.

5:40 pm - 6:10 pm Networking Reception