Day One: Sunday, October 20, 2019

10:30 am - 11:00 am Registration

11:00 am - 11:10 am Welcome Orientation

11:10 am - 11:20 am Thoughtexchange Technology Introduction

Agnes Garami-Moore - Sales Development Representative, 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.

Agnes Garami-Moore

Sales Development Representative

11:20 am - 11:25 am Chairperson's Introduction

Justin Lai - Director of Product Management, Certent Inc.

Justin Lai

Director of Product Management
Certent Inc.

11:25 am - 11:55 am The Modern Day CFO: Heeding the Call to Become a Transformational Value Creation Partner for the Enterprise

Noall Knighton - Chief Financial Officer, LuLaRoe, LLC
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 in 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 cover moving forward action plans:
•Developing and thriving in the digital world
•Communicating evolving board-level responsibilities
•Adapting to changes in corporate structure


Noall Knighton

Chief Financial Officer
LuLaRoe, LLC

11:55 am - 12:25 pm Rules Of Engagement For Implementing Next Generation Technologies

MK Aydin - Senior Director, Corporate Solutions, A+E Networks
Today’s enterprise is moving from uncoordinated efforts to an integrated operational-improvement organized around journeys with a compound impact from the adoption of new strategies.  The next generation operational model include: streamlining processes, digitizing customer experience, introducing intelligent automation and providing intelligence to facilitate decisions.

In this session:
•Understand what Intelligent Automation really is
•What is Robotic Process Automation? And, its use cases
•How to set up RPA COE
•180-Days IA roadmap


MK Aydin

Senior Director, Corporate Solutions
A+E Networks

12:30 pm - 2:00 pm Networking Activity & Lunch Cruise Around Boston Harbor

2:00 pm - 2:30 pm The People, Process and Technology Required for Empowered Digital Transformation

Jeanette Wade - Chief Financial Officer, Ascentria Care Alliance
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 upheld and instated.
While integrating emerging and legacy technology—establishing a plan of action, utilizing the tools at hand and a continual willingness to adapt is integral to future success. 

This session will include discussions of:
•Developing and thriving in the digital world
•Communicating evolving board-level responsibilities
•Adapting to changes in corporate structure


Jeanette Wade

Chief Financial Officer
Ascentria Care Alliance

2:35 pm - 3:05 pm Business Meeting

3:05 pm - 3:35 pm Business Meeting

3:35 pm - 4:05 pm Business Meeting

4:05 pm - 4:20 pm Networking Break

4:40 pm - 5:25 pm Modernizing the Office of Finance

Alessio Lolli - Vice President & General Manager, 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 its 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


Alessio Lolli

Vice President & General Manager
CCH Tagetik

5:25 pm - 5:55 pm The Superfluid Enterprise: How Process Can Become Extraordinary Experiences and Drive Business Results

Anthony Deighton - Chief Marketing Officer, Celonis
In today’s global, modern organization, there’s no denying that processes are essential. Managing scale, distributed teams, and the fast pace required by digital transformation means that finance organizations have to be more agile and more transparent. In this session, Celonis CMO Anthony Deighton will show attendees how transparent processes can transform an organization and the power of taking a process-first view of the world. Deighton will share how companies across the world and across industries have leveraged enterprise performance acceleration software to uncover working capital, identify and take advantage of lost cash discounts, and optimize days payable outstanding, to name a few. 

Attendees will learn:
•How to de-mystify your processes and make impactful changes 
•How to create transparency across teams and drive efficiency 
•How to uncover once-opaque transactions that are hurting your bottom line. 


Anthony Deighton

Chief Marketing Officer

5:55 pm - 6:40 pm Building the Blueprint for Financial Transformation

Harris Gofstein - Director, SC&H Group
Chief financial officers and their organizations operate in a rapidly changing business world that’s driven by transformation and crammed with enough buzzwords to fill a library. Keeping up or, better yet, leading the pack is a challenge with real complexity and, obviously, real consequences.
True transformation is built on three pillars; companies that successfully execute a financial transformation strategy must have:

•A culture of innovation;
•A strategic focus with dedication, investment, and an evolving plan; and
•Leadership who understands that their most important resource is their people.

This session will provide a collaborative forum to refine your organization’s vision for financial transformation and we will create the Definitive List of the 10 Most Critical Elements to Successful Financial Transformation.


Harris Gofstein

SC&H 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- How Adoption of New Technology Helps Redefine the Finance Function

Rapidfire Talks - How Adoption Of New Technology Helps Redefine The Finance Function

6:40 pm - 6:50 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
Hamilton Beck - Senior Solutions Engineer, 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. Explore 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!


Hamilton Beck

Senior Solutions Engineer

Rapidfire Talks - How Adoption Of New Technology Helps Redefine The Finance Function

6:50 pm - 7:00 pm Artificial Intelligence: Is it Man vs Machine or Man + Machine?
Bob Diana - Regional Vice President of Sales, HighRadius Corporation
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 Vice President of Sales
HighRadius Corporation

7:05 pm - 7:35 pm Networking Reception