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 - 10:10 am Welcome Orientation

10:10 am - 10:20 am Chairperson's Introduction


10:20 am - 10:25 am Thoughtexchange Welcome — App Introduction

Sponsors:
Thoughtexchange
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.


10:25 am - 11:00 am The People, Process and Technology of Empowered Digital Transformation

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 ever-evolving 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 at Safelite Group

Tim Spencer

Senior Vice President and Chief Financial Officer
Safelite Group

11:00 am - 11:30 am Modernizing the Office of Finance

Sponsors:
CCH Tagetik
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


Pablo Bryan, Managing Director at Analytects

Pablo Bryan

Managing Director
Analytects

11:30 am - 12:00 pm Treasury- Led Finance Transformation- How Digitally Modernizing Treasury and Liquidity Management Can Help Accelerated Finance Transformation

Sponsors:
Kyriba
In this session:
1-      The Evolving Role of the CFO and Finance: Chief Value and Growth Officer
2-      Treasury Management Today: Transactional Focus, not aligned with the CFO’s new imperatives
3-      Redefining Strategic Treasury: Liquidity Performance Management
4-      Rationale for Treasury Transformation:
a.       Force #1: Historical Underinvestment
b.      Force #2: Non-Disruptive Change Management
c.       Force #3: Low Cost, Low Risk and High Rewards
d.      Force #4: Control over Business Benefit/Outcomes
e.       Force #5: Faster Time-To-Value
5-      Methodology/Approach to Getting your Transformation Started


Cheik Daddah, VP, Value Engineering at Kyriba

Cheik Daddah

VP, Value Engineering
Kyriba

12:00 pm - 1:30 pm Lunch and Networking Activity -- Meal Packaging Project

Sponsors:
Thoughtexchange


1:30 pm - 2:00 pm Benefits and Consequences of Today's Tariff and Trade Landscape

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:
·         Examining the impact of current trade laws
·         Implementing measures and solutions to navigate the trade climate
·         Forecasting and staying ahead of potential disruptions
Frank J. Sansone, J.D., Senior Vice President and Treasurer at China Construction Bank

Frank J. Sansone, J.D.

Senior Vice President and Treasurer
China Construction Bank

2:00 pm - 2:30 pm Finance Unleashed-Enabling Modern Finance with CPM 2.0 Platforms

Sponsors:
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 the 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.


Dave Kasabian, Chief Marketing Officer at OneStream Software

Dave Kasabian

Chief Marketing Officer
OneStream Software

2:30 pm - 3:05 pm Collaborative and Courageous Leadership

Sponsors:
Thoughtexchange
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.


Dana Cave, Sales Development Representative at Thoughtexchange

Dana Cave

Sales Development Representative
Thoughtexchange

3:10 pm - 3:40 pm Business Meeting

3:40 pm - 4:10 pm Business Meeting

4:10 pm - 4:40 pm Business Meeting

4:40 pm - 5:00 pm Networking Break

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. 


Steve Standring, Chief Revenue Officer at Tungsten Network

Steve Standring

Chief Revenue Officer
Tungsten Network

Ryan Enright, Vice President, Client Relationship Management at Tungsten Network

Ryan Enright

Vice President, Client Relationship Management
Tungsten Network

Amy Fong, P2P Program Leader at Hackett

Amy Fong

P2P Program Leader
Hackett

5:55 pm - 6:25 pm Case Study: Navigating Change in the Healthcare Space

Healthcare costs are one of the most critical issues facing consumers and employers in the US. At the same time, the outcomes lag other developing countries. Several strategies have emerged over the past few years that are starting to show promise – these involve local, deep insights about the population and investments in consumer engagement, along with a better way to contract with physicians and hospitals and offer value based benefits to employees. As finance executives, we have an opportunity to influence our organizations in several ways an objective to reduce healthcare costs for our employees. 
Saurabh Kumar, Chief Financial Officer at UnitedHealthCare

Saurabh Kumar

Chief Financial Officer
UnitedHealthCare

This is a fast-moving, multi-topic session comprised of four Quick Fire Presentations that will be completed in 40 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

6:25 pm - 6:35 pm Artificial Intelligence: Is it Man vs. Machine Man + Machine
Sponsors:
HighRadius
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.


Bob Diana, Regional VP of Sales at HighRadius Corporation

Bob Diana

Regional VP of Sales
HighRadius Corporation

This is a fast-moving, multi-topic session comprised of four Quick Fire Presentations that will be completed in 40 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

6:35 pm - 6:45 pm Delivering Excellence Through Automated Document Management
SPS shares client success stories on how automated document management services have helped companies progress on the digital transformation journey and introduced integral enhancements to their operations


Renee Castrorao, Managing Vice President, Operations at Swiss Post Solutions, Inc.

Renee Castrorao

Managing Vice President, Operations
Swiss Post Solutions, Inc.

Dave Delventhal, Managing Vice President, Strategic Client Group at Swiss Post Solutions

Dave Delventhal

Managing Vice President, Strategic Client Group
Swiss Post Solutions

This is a fast-moving, multi-topic session comprised of four Quick Fire Presentations that will be completed in 40 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

6:45 pm - 6:55 pm Strategies and Technologies for the Modern Finance Team
Sponsors:
AppZen
This session will dive into five real-world spend auditing use cases. Based on experiences from the Finance Executive trenches, they will make clear why AI is not just helpful, but a fiduciary imperative for modern finance teams to reduce spend, comply with policy, and streamline process.


Jamie Barnett, Chief Marketing Officer at AppZen

Jamie Barnett

Chief Marketing Officer
AppZen

This is a fast-moving, multi-topic session comprised of four Quick Fire Presentations that will be completed in 40 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

6:55 pm - 7:05 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
Sponsors:
insightsoftware
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!


Dan Phillips, VP Sales North America at insightsoftware

Dan Phillips

VP Sales North America
insightsoftware

7:05 pm - 7:35 pm Networking Cocktails

Sponsors:
HighRadius


7:35 pm - 8:05 pm Networking Dinner