Leveraging Automation, Agility and Talent to Turn Disruption Into Opportunity
October 20 - 22, 2019
Hyatt Regency Boston Harbor, Boston, MA
Day Two: Monday October 21, 2019
7:15 am - 7:40 am
Breakfast
7:40 am - 7:45 am
Chairperson's Remarks
Justin Lai -
Director of Product Management,
Certent Inc.
7:45 am - 8:15 am
Real-Life Lessons Learned Post AI, ML and RPA Deployment
Alan Rouse -
Chief Financial Officer,
Ball Horticultural
Bryan Jester - Senior Vice President, Shared Services, CACI International
Josh Brickman - Vice President, Business Strategy, Boston Bruins
Harris Gofstein - Director, SC&H Group
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, discussion will cover:
•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
8:15 am - 8:50 am
"Let's Give 'em Something to Talk About--"- The Power of Engaging the Employee Voice
Dessalen Wood -
Chief People Officer,
Thoughtexchange
Companies today face the challenge of engaging their employees in meaningful dialogue - whether it be due to geography, flex work - or simply that many people feel that speaking up has a cost associated with it.
In this talk we will examine:
- How technology can humanize the employee experience
- The power of allowing all voices to be heard which results in organizations benefiting from higher engagement
- The value of gathering ideas and solutions from a broader, more diverse population
8:50 am - 9:20 am
Finance Unleashed: Enabling Modern Finance with CPM 2.0 Platforms
John O’Rourke -
Vice President of Product Marketing,
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.
9:20 am - 9:50 am
Five Must-Haves for AI Spend Auditing in 2020
Tom Beriau -
Vice President of Sales, East Coast,
Appzen
With 2020 on the horizon, modern CFOs are planning their finance transformation initiatives. If AI-powered auditing of expenses and payables is on your radar, now’s the time to set goals, assemble requirements, and hammer out success metrics.
Join AppZen Vice President Tom Beriau for a lively session on the five must-haves for AI-powered spend auditing.
Participants will come away with:
•The secret test for real AI in a sea of look-alikes
•The 5 must-haves to have on your AI evaluation checklist
•A three-part rubric for measuring your AI project
•Plus...your essential toolkit, including a “starter RFP,” ROI calculator, and your very own copy of AI in Spend Auditing for Dummies
Sponsored by: AppZen
Masterclass
9:50 am - 10:35 am Reporting Beyond the Numbers- A Better Approach to Producing Narrative Performance Reports Justin Lai - Director of Product Management, 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.
Sponsored by: Certent, Inc.
Brainweave
9:50 am - 10:35 am AI vs. RPA: What CFOs Should Focus on in 2019 Bob Diana - Regional Vice President of Sales, HighRadius CorporationIn 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.
Key Takeaways:
•Expectations from the new role of CFOs - ‘keeper of books’ to ‘financial advisor.’
•What the digital tool kit of the future CFO looks like
•Comparing RPA vs. AI
•Go home with a cheat-sheet of the top 5 questions every CFO should ask their AI or RPA vendor or technology consultant
10:40 am - 11:10 am
Business Meetings
11:10 am - 11:40 am
Business Meetings
11:40 am - 12:10 pm
Business Meetings
12:10 pm - 12:25 pm
Networking Break
12:25 pm - 1:10 pm
Driving Disruption at Global Scale: How CFOs are Delivering New Levels of Transparency, Efficiency and Cost Savings for Their Businesses
Harold Tamayo -
Vice President of Finance, Chief Financial Officer,
CVS Omnicare
Nisheet Gupta - Vice President, Global Finance Operations, Land O'Lakes Inc.
Erez Yereslove - Chief Marketing Officer, Globality
To stay competitive, game-changing CFOs are leading transformation initiatives at their companies utilizing cutting-edge platforms to source, select, and collaborate with customers, employees, suppliers, and partners around the world.
Hear how innovative finance executives are:
•Effectively leading a “disruption” strategy across business units and geographies to deliver cost savings, scalability, and agility for their company
•Driving better business performance through strategic partnerships across the value chain
•Replacing outdated processes with a modern, digital, and innovative experience powered by AI, machine learning, and other emerging technologies
1:10 pm - 2:10 pm
Networking Lunch
Sponsored by: CCH Tagetik
2:15 pm - 2:45 pm
Compensation is broken
Chris French -
Executive Vice President, Customer Strategy,
Workhuman
Companies are in an arms race with perks. Compensation is currently broken. But you can address it with approaches that cost pennies on the dollar. One lever: crowdsourced pay. Another: human workplaces. Human workplaces understand and see the power of acknowledgement in the workplace through measurable improvements in engagement, retention, safety, and productivity. During this discussion, hear about the latest research that underscores what the most admired companies are doing today to fix compensation and bring a culture of gratitude and meaningful work into the workplace.
2:45 pm - 3:45 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.
Sponsored by: Thoughtexchange
3:50 pm - 4:20 pm
Business Meetings
4:20 pm - 4:50 pm
Business Meetings
4:50 pm - 5:20 pm
Business Meetings
3:20 pm - 3:35 pm
Networking Break
5:35 pm - 6:15 pm
Effective Talent Recruitment, Retention and Development
Jasmine Ahmed -
Vice President of Business Transformation & Vice President of Finance Transformation, Americas,
Dentsu Aegis
Asaph Naaman - Senior Vice President, Chief Financial Officer North America, Teva Pharmaceutical
David Lucky - Director of Global Finance Operations Accounting, Bayer
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 how to better recruit, retain and develop top talent:
•Recruitment challenges and solutions
•Retention challenges and solutions
•Preparing the career path for the finance team
Jasmine Ahmed
Vice President of Business Transformation & Vice President of Finance Transformation, AmericasDentsu Aegis
Asaph Naaman
Senior Vice President, Chief Financial Officer North AmericaTeva Pharmaceutical
6:15 pm - 6:45 pm
Networking Reception & Dinner
Sponsored by: Thoughtexchange
