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The World’s Leading Event for Senior Level Finance & Shared Services Executives to Network, Benchmark, and Discuss Innovative Solutions

The Enterprise Finance Transformation Exchange is part of the 2019 CFO Exchange Series. This invitation-only event will give attendees the opportunity to hear from CFOs, CAOs, SVP/VPs and Heads of Finance & Shared Services from some of the world's largest organizations, all while earning up to 12 CPE credits. Benchmark with your true peers and participate in a variety of activities designed to stimulate discussion and work towards solutions in creative ways. Given the vast challenges that today's finance departments are facing, we perform extensive, ongoing research in order to provide innovative views on omnipresent topics as well as keep participants up to date on the most pressing issues. This event is imperative for industry leaders who want the proper tools for success.

What Distinguishes This Event?

The fluid exchange environment allows executives to customize their experience to reflect their current initiatives, challenges, and strategic objectives. We invite top CFOs, CAOs, SVP/VPs and Heads of Finance to engage in case studies, roundtable discussions, interactive debates, Brainweave® discussions, face-to-face business meetings, and multiple networking activities. Putting an emphasis on Risk Management, FinTech Evolution, Talent & Customer Retention, Automation, Business Intelligence, Machine Learning, Blockchain, and Analytics will help enterprises remain steadfast in a highly competitive market.

Great News! The Enterprise Finance Transformation Exchange is recognized by the NASBA to offer up to 12 CPE credits.

Main Themes Include:

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Modernizing the Office of Finance Through Technology

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Utilizing Finance Analytics for In-Depth Operational Planning, Regulatory Compliance, and Decision Making

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The Role of Artificial Intelligence, Machine Learning, and Robotic Process Automation in Finance

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Recruitment & Retention Challenges and Solutions

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Proactive v. Reactive solutions to Navigate the Current Economic Landscape

Meet the Speakers

What to Expect From the Enterprise Finance Transformation Exchange

This highly interactive event offers unparalleled opportunities to network, learn from others, identify industry trends, benchmark current practices, earn CPE credits, discuss the latest technologies, and build business relationships with CFOs, CAOs, SVP/VPs and other Heads of Finance from some of the world’s biggest organizations. At the Exchange, we elevate your experience with these features: 

    Customized itinerary – you will be able to choose the activities you want to take part on, as well as vendors you would like to meet

    Brain Weave® discussions - intimate discussion, usually in a small room without PowerPoint, to urge interaction and brainstorming

    Exclusive senior level attendance - our profiling criteria for inviting delegates will ensure that you are surrounded by peers at your level

    Face-to-face business meetings - optimize your time out of the office by meeting key vendors of your choice and understand how they can quickly help you overcome some of your most pressing issues

    Strategic conference sessions – the agenda was designed after thorough and in-depth research was performed with Chief Financial Officers and finance executives to make sure we are addressing only relevant topics

How to Participate as a Solution Provider

Get involved with the #EFTexchange


Sponsorship Opportunities

Highlight your brand and solutions in front of leading finance executives from some of the world’s leading organizations. We offer unique and customizable opportunities to create high participation and engagement levels that align with your objectives and are also mutually beneficial to attendees. 


Sponsorship Brochure

Learn more about our unique Exchange model, some of the most sought after packages we offer, and why this going to be your next top investment. 


Free Content

The Evolution of the CFO Role:

An Interview with Lamar Chesney

Mergers & Acqusitions:

An Interview with Fandango SVP & CFO Rob Leff

2019 Enterprise Finance Transformation Exchange Agenda

2019 Enterprise Finance Transformation Exchange Sponsorship Brochure