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

Day Two, Monday, June 24, 2019

7:15 am - 7:45 am Breakfast


7:45 am - 8:15 am Proactive Approaches to the Economy: Navigating Volatility for Opportunities

The possibility of an economic slowdown is always in the back of business leaders and investors minds. Current predictions among economists put an economic slowdown sometime in 2020 and yet, among polled CFOs, a slowdown could easily be occurring by the year’s end. As such, now is the time for companies to start taking preventative measures and tightening their budgets in order to prepare for a possible downturn. Trade unease in domestic, as well as, global markets is what has created volatility and led to decreased growth. The Great Recession taught us that no business is too big to fail and as the current business landscape starts to show warning signs leaders need to take heed. In this session:
·         Proactive, instead of reactive, solutions to navigate the current  economic landscape
·         Developing flexibility with trade finance
·         Diversifying funding and suppliers
Assessing implications of current regulatory measures on the global economy  

Tim McKean, Vice President and Chief Financial Officer at Morton Salt

Tim McKean

Vice President and Chief Financial Officer
Morton Salt

Curt Allen, Vice President, Chief Finance Officer at Subaru of America, Inc.

Curt Allen

Vice President, Chief Finance Officer
Subaru of America, Inc.

8:15 am - 8:50 am Collaborative Cloud Computing- Connecting Services and Increasing Productivity

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:
·         Increasing productivity through connectivity
·         Providing managed IT services and enhanced disaster recovery minimizes loss
·         Demonstrating the fiscal impact of cloud migrations
Scott Silberlust, Vice President Administration at Northwell Health

Scott Silberlust

Vice President Administration
Northwell Health

8:55 am - 9:25 am The Journey to Total Performance; Evolving Role of FP&A

Host Analytics
The role of Finance is evolving along with the tools needed to collaborate and empower business users. The days of dedicating large amounts of Finance time and resources to collect, integrate, and update budget and forecast data from budget owners will be a thing of the past. Learn how Finance can be a better partner to the business, empowering business users to run their businesses better, while making business users more accountable and reducing the strain on limited finance resources.

Bill Peterson, VP Product Marketing at Host Analytics

Bill Peterson

VP Product Marketing
Host Analytics

9:30 am - 10:00 am Business Meetings

10:00 am - 10:30 am Business Meetings

10:30 am - 11:00 am Business Meetings

11:00 am - 11:15 am Networking Break


11:15 am - 12:00 pm Reporting Beyond the Numbers- A Better Approach to Producing Narrative Performance Reports
Certent, Inc.
As the finance leader of your organization, you are tasked with telling the company story on a periodic basis through various report outputs. The focus of the reporting discussion is typically on external reporting, yet the internal reports are arguably more crucial to driving strategic decision making – and the process is infinitely more painful, disparate, and recurring. 
In this Masterclass, you will hear survey data around the impact of this inefficiency on organization, as well as in-practice examples of how global finance teams have reduced risk and improved controls with a more comprehensive approach

Kevin Beckberger, VP WW Solutions Engingeering at Certent, Inc.

Kevin Beckberger

VP WW Solutions Engingeering
Certent, Inc.

Victoria Garcia, Senior VP of Finance and Operations at Stellus Capital Management, LLC

Victoria Garcia

Senior VP of Finance and Operations
Stellus Capital Management, LLC


11:15 am - 12:00 pm AI VS. RPA: What CFOS Should Focus On In 2019
In this session, cut through the smoke and mirrors of Robotic Process Automation and Artificial Intelligence - what they mean, how they could help your business, why they are essential to implement today, and what happens if you don’t.

Bob Diana, Regional VP of Sales at HighRadius Corporation

Bob Diana

Regional VP of Sales
HighRadius Corporation

12:05 pm - 12:35 pm The Predictive Enterprise: Empowering the CFO with Economic Intelligence to Foresee Future Business Performance

As CFO, are you confident that you will meet your demand planning goals?  Do you have a good sense for how external factors will impact your business?

The role of the Chief Finance Officer is evolving as fast as the world is changing. The CFO that has visibility to performance risks ahead of the competition gains a competitive advantage. One of the most promising applications of Predictive Economic Intelligence is to quickly assist the CFO in determining most relevant external drivers of business performance. By mimicking the methodology of economists, machine learning-based solutions can rapidly discover and monitor economic and consumer behavior leading indicators specific to their business or industry.
Andrew Duguay, Chief Economist of Prevedere, will present the value in identifying key leading indicators that provide an on-demand view of future performance. Andrew will share specific examples of economic indicators and how they impact your future planning. He will also discuss how combining the world’s data with machine learning can empower today's CFO with Predictive Economic Intelligence.

12:40 pm - 1:40 pm Networking Lunch

CCH Tagetik

1:45 pm - 2:15 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. 
·         Knowing the implications of data and implementing effective controls
·         Making proactive decisions for risk-return tradeoffs
Improving efficiencies and decreasing risks while lowering cost
Russell D'Souza, Vice President Credit and Operations USA at Volvo Financial Services

Russell D'Souza

Vice President Credit and Operations USA
Volvo Financial Services

2:20 pm - 2:50 pm Business Meetings

2:50 pm - 3:20 pm Business Meetings

3:20 pm - 3:50 pm Business Meetings

3:50 pm - 4:10 pm Networking Break


4:20 pm - 5:05 pm Finance Transformation Trends: Applying Workflow Automation to P2P and Beyond
 Many companies are beginning their digital transformations in order to increase productivity and reduce their costs, setting the foundation for their company’s growth. Technologies are disrupting the way shared services are getting their work done and creating competitive advantages. This is causing CFOs to quickly adapt in order to not be left behind. Finance teams are beginning to digitally transform their financial operations to drive more efficiency, increase revenue, and provide value directly to the bottom line.
During this interactive workshop, we will walk through the common challenges faced within the Finance Department and discuss how to navigate your own Finance Transformation. From P2P to Expense reporting, empower your team to take workflow automation from processes not only in accounting, but also to those outside that slow your team down!
-          Discuss common challenges faced by shared service leaders
-          Hear industry finance benchmarks and finance trends
-          Learn how to determine your ROI and business impact from an automation solution
-          Hear customer success stories and their real results
-          Learn how to efficiently scale and grow your financial operations and company
-          Leave with tips to apply to your team immediately

Steve Allen, CEO at DocuPhase

Steve Allen



4:20 pm - 5:05 pm Building Shared Services of the Future
Every organization is looking to transform their operating model using disruptive technologies, but many companies are not able to scale beyond disjointed proof of concept efforts.
Regardless of where you are in your journey, the ability to understand and actively manage the disruptive change will be crucial for organizations to succeed in their transformation journey.
During this interactive session, attendees will:
·         Discuss the common challenges faced by shared service leaders to keep pace with the rapid technology led disruption to organizational operating models
·         Explore practical applications and latest practices to stay competitive
·         Receive trends and examples in leapfrogging shared services using digital technologies
·         Discuss the changes needed in shared services operating model and effective leadership of shared services

Andrew Toma, Senior Partner and Managing Director at Boston Consulting Group

Andrew Toma

Senior Partner and Managing Director
Boston Consulting Group

With retention rates across the workforce at record lows, the way people work and the skill sets needed continue to change, Finance executives need to examine  the complete lifecycle of the employee to determine  the disconnects and adapt to increase employee engagement and retention.

Examining effective talent management in the finance space :
·         Recruitment challenges and solutions
·         Retention challenges and solutions
·         Preparing the career path for the finance team
Stuart Fraser, Vice President and Chief Accounting Officer at Weatherford International

Stuart Fraser

Vice President and Chief Accounting Officer
Weatherford International

Dhiraj Cherian, Chief Financial Officer at Panasonic Automotive

Dhiraj Cherian

Chief Financial Officer
Panasonic Automotive

Craig Logan, Chief Financial Officer at Ajinomoto Bio-Pharma Services

Craig Logan

Chief Financial Officer
Ajinomoto Bio-Pharma Services

Lucy Rutishauser, Senior Vice President and Chief Financial Officer at Sinclair Broadcast Group

Lucy Rutishauser

Senior Vice President and Chief Financial Officer
Sinclair Broadcast Group

This is a fast-moving, multi-topic session comprised of two Quick Fire Presentations that will be completed in 20 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- Enterprise Functionality Can be Optimized Leading to Enhanced Productivity and Profitability

5:55 pm - 6:05 pm Save Millions with Bodhala's Legal Spend Analytics

Look at ways to save money on through analysis, management and control of outside legal costs.

Raj Goyle, Co-CEO & Founder at Bodhala

Raj Goyle

Co-CEO & Founder

6:05 pm - 6:15 pm Achieving Greater Agility and Decision Cycles

This presentation will cover a brief overview of approvals and key ways to reduce decision time with greater agility.

Kyle Bersch, Regional Sales Manager at Capriza

Kyle Bersch

Regional Sales Manager

6:15 pm - 7:15 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.

7:15 pm - 7:20 pm Chairperson's Closing Remarks


7:20 pm - 7:50 pm Casino Night Networking Reception