June 23 - 25, 2019
Westin Galleria Dallas, Dallas, TX

Day One, Sunday, June 23, 2019

9:30 am - 10:00 am Registration

10:00 am - 10:05 am Welcome Orientation

10:05 am - 10:15 am Thoughtexchange Welcome — App Introduction

During this segment, attendees will learn how to glean greater insights from business partners using the Thoughtexchange social learning tool.  Later in the Exchange, we will put these insights to action by developing solutions to ultimately improve financial operations.

10:15 am - 10:25 am Chairperson's Introduction

10:25 am - 10:55 am The People, Process and Technology of Empowered Digital Transformation

Tim Spencer - Senior Vice President and Chief Financial Officer, Safelite Group
The role of the CFO has moved beyond just reporting numbers to adding strategic value to the organization
through innovation. Effective digital transformation empowers people, processes and technology to align with the
corporation’s strategic vision. As these changes occur and the job function morphs into something new; an everevolving
set of expectations and ideals must be assessed and upheld.

Tim Spencer, throughout his 25 year tenure with Belron and the Safelite Group, has been at the forefront of
pushing innovation in the finance suite. His experience in international finance and his leadership in corporate
financial management prepared him to lead Safelite into the world of tomorrow.

This session will include discussions of:

  • Evolving and pivoting along the digital transformation journey
  • The evolving leadership of the CFO
  • The utilization of new technology and its place in the finance function


Tim Spencer

Senior Vice President and Chief Financial Officer
Safelite Group

10:55 am - 11:30 am Collaborative and Courageous Leadership

Hear from innovative and dynamic leaders who are leading the way by having courageous conversations within their organization. Discover how organizations are creating a culture that promotes openness, transparency and collaboration by empowering their employees to share their voice and consider the thoughts and ideas of others; shifting the corporate paradigm from closed and knowing to open and learning.

11:30 am - 1:00 pm Lunch and Networking Event

1:00 pm - 1:30 pm Leveraging Digital Transformation to Unlock the Power of People

With rapidly evolving technology, corporations are utilizing the intense disruption to transform for growth.
FinTech is the combination of finance and technology. Through its development and innovation it is pushing
companies to challenge the status-quo. What used to be ‘breaking technology’ is now becoming the standard and
a mantra of “adapt or die” is coming to the forefront. In an ever-evolving, climate new technologies are springing
up every day and yet, many of these technologies remain untested on a greater scale and can present unease. This
session will cover the value created through digital transformation, we will discuss:

  • Affecting the bottom-line through technology
  • Accelerating growth and agility in decision making
  • Improving experiences and reducing costs

1:30 pm - 2:00 pm How CPM 2.0 Applications Enable True Finance Transformation

Finance Transformation has been the mantra for CFOs and financial executives for many years.  But are we really achieving making progress in moving from backwards to forward-looking?  Improvements to ERP, CRM and HCM systems have helped many organizations improve their transactional processes.  However, many are hindered in gaining efficiencies in their financial reporting, planning and analytic processes due to reliance on spreadsheets and legacy corporate performance management (CPM) applications.    
CPM 2.0 applications are designed to address the same business problems as CPM 1.0, but with an architectural approach that addresses many of the pitfalls of CPM 1.0 solutions – enabling true Finance Transformation.  Learn how CPM 2.0 applications enable Finance teams to shift more time to value-added analysis, partnering with lines of business, and improving alignment and decision-making across the enterprise.   

•How are organizations doing in achieving Finance transformation? What’s holding you back?
•How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
•What are the most critical Finance processes that require modernization?
•How are you acting as the change agent for your organization in aligning Finance and Operations? 
•How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?

How is your finance department leveraging FinTech to gain competitive advantage and drive innovation? 

Placeholder Session

2:00 pm - 2:30 pm Business Meeting

2:30 pm - 3:00 pm Business Meeting

3:00 pm - 3:30 pm Business Meeting

3:30 pm - 3:45 pm Networking Break

3:45 pm - 4:15 pm Modernizing the Office of Finance

The Office of Finance is expected to assume a more strategic role in their company yet are still faced with continuing challenges with ever increasing regulations, demands for greater transparency, better and more frequent forward looking forecasts and of course greater efficiency. In order to meet these demands and maintain excellence, the Office of Finance must transform, by modernizing technology and automating more functions. Today’s technology goes beyond the basic Corporate Performance Management of Consolidation, Planning & Forecasting. It includes regulatory solutions for the new Revenue Recognition & Leases, and allows for a deep dive in Finance Analytics to perform the in-depth operational planning analysis required.
Want to learn about the financial transformations taking place in the office of finance today and how it's done? In this session we will cover:

•Modernizing the Office of Finance
•Finance Analytics for in-depth operational planning
•Finance Analytics and Regulatory Compliance - ASC842/IFRS as an example

4:15 pm - 4:45 pm Benefits and Consequences of Today's Tariff and Trade Landscape

Frank J. Sansone, J.D. - Senior Vice President and Treasurer, China Construction Bank
The current trade climate within the U.S. and its volatility has had businesses globally on edge due to the ripple effect that it can create. This has formed an environment in which trade disputes are causing volatile markets as trade deals are being reexamined in order to find a balance of supporting domestic production while still outsourcing to other countries in fields which they hold a comparative advantage. Examining the economic implications of these policies can help better understand what strategies need to be enacted in order to keep businesses afloat through turbulent waters.  This session will delve into:

•An in-depth explanation of the economic benefits and consequences of current trade laws
•Preventative measures and solutions to navigate the trade climate 
•Who is affected and what can be done?

Frank J. Sansone, J.D.

Senior Vice President and Treasurer
China Construction Bank

4:45 pm - 5:15 pm Robotic Process Automation in Finance- 3 Steps to RPA Success

Ken Mertzel - Sr. Director, Industry Marketing, Automation Anywhere
Over 50% of manual financial processes are likely to be automated in the next few years. Robotic Process Automation (RPA) is a critical tool to help your Finance organization automate manual repetitive activities, access unstructured data, and quickly deliver error-free results.
Automation Anywhere, the leading provider of RPA and cognitive intelligence solutions, will offer insights on how Finance organizations have successfully implemented RPA.
During this session, we will discuss:
•Robotic Process Automation vision and benefits 
•Three key success factors to implementing RPA 
•Use case examples demonstrating how companies have applied RPA in Finance

Placeholder Session

Ken Mertzel

Sr. Director, Industry Marketing
Automation Anywhere


5:15 pm - 6:00 pm Digital Finance Reinvention in Anticipation of the Cognitive Era
Technological advances are disrupting the status quo and creating huge turbulence. Industries are converging, and new competitors emerging, at breakneck speed. More data has been created in the past two years than in the entire previous history of the human race.

This disruption is forcing CFOs and enterprises to create new experiences and operational models. It is driving new digital ecosystems. And finance teams are digitally reinventing the function to ensure responsive operations and actionable insights are in place to drive short-term transformation, enhance revenue, and provide incremental value to the business.

IBM’s extensive research and partnering with CFOs around the globe reveal how CFOs are carving a path through the chaos and helping their enterprises pursue profitable growth. We will examine how and why high-performing finance teams are particularly efficient and adept at optimizing finance efficiency and producing proactive insights to the business. We will also touch on the new revenue opportunities that can result from a digital finance reinvention strategy and the utilization of cognitive solutions.


5:15 pm - 6:00 pm Removing Paper from the Payables Process
Blue chip companies and government agencies are under pressure from shareholders and taxpayers to improve efficiency. New cases of invoice fraud appear daily, while big companies are publically chastised for increased payment terms and delayed payments to suppliers. SMEs are struggling to access the finance they require to grow, and in some cases, stay afloat. 

During this session you will hear how e-invoicing can transform the way an organization processes, validates and pays its invoices and has sparked a new phase of innovation from P2P functions, with service providers offering greater value to buyers and suppliers through spend analytics and early payment financing. 

6:00 pm - 6:05 pm Transition

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.

Rapidfire Talks- How Adoption of New Technology Helps Redefine the Finance Function

6:05 pm - 6:15 pm Artificial Intelligence: Is it Man vs. Machine or Man + Machine?

Man vs machine is one concept that movies have repeatedly showcased, how about man + machine? In this session, join Bob as he explains how latest technologies including AI and virtual assistants could radically transform how collections as a function will evolve to collections analysts focusing on building better customer relationships rather than completing transactional tasks.

6:15 pm - 6:25 pm Document Management Outsourcing

How proper document management can help streamline business processes and help continue along the path towards digital transformation.

6:25 pm - 6:35 pm Turn Financial and Operational Data into a 360-Degree View of the Financial Reporting Lifecycle for Better Business Outcomes that Drive Growth and ROI

In this session we’ll look at the Financial Performance Dashboard and Reporting options available in the market today. Your teams are struggling with many of these tools today. CXO Software helps by putting information at your fingertips while also providing more time for your FP&A teams to be better business partners within the operations of your firm.  

•No longer bound by IT resource constraints or slaves to Excel and PowerPoint during the most hectic times of the month, the reporting cycle! Give your FP&A team the tools they need to be in complete control!
•Gain greater insights through drillable, digital, finance oriented dashboards and reports complimented by business oriented narratives that underpin the numbers on a single screen
•Easily stay connect to your business with Dashboards and Reports preformatted for your Mobile device (Tablet or Cell Phone) showing the exact same data available on your desktop and make better informed decisions faster than your competition!

6:35 pm - 7:05 pm Networking Cocktails

7:05 pm - 7:35 pm Networking Dinner