2018 Chief Financial Officer Leadership Forum

Thursday, May 3, 2018 | aTlanTa

adMinisTraTive noTes

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ALIGNING FINANCE AND OPERATIONS

agenda

2018 Chief Financial Officer Leadership Forum (Atlanta)

Thursday, May 3, 2018 | 7:45aM – 5:30pM

7:45am – 8:45am

Breakfast

8:45am – 8:55am

opening reMarks feaTuring argyle hosT

Bona AllenSenior Vice President and CFOKajima Building and Design, Inc

8:55am – 9:00am

session inTroduCTion feaTuring Workday

Ryan EdwardsAccount ExecutiveWorkday

9:00am – 9:30am

keynoTe presenTaTion feaTuring Turner BroadCasTing:

“Leading the Way to Finance Done Differently”

Lisa Ray GriffinVice President, FinanceTurner Broadcasting

agenda

9:35am – 9:55am

ThoughT leadership spoTlighT feaTuring hosT analyTiCs

John HeadVice President, Sales – East & InternationalHost Analytics

9:55am – 10:20am

Networking Break

10:20am – 10:40am

ThoughT leadership spoTlighT feaTuring QueBiT

Gary QuirkeCEO & PrincipalQueBIT

agenda

10:40am – 11:30am

panel disCussion:

“The CFO’s Role in Preventing Financial Risk and Fraud”

Session topics include, but are not limited to:

• How are CFOs leveraging technology to prevent and mitigate financial risk and fraud?

• What are examples of best practices for financial risk mitigation and fraud prevention?

• What types of controls are being implemented, both internally and externally, to prevent financial fraud from occurring?

• How is governmental regulation impacting fraud prevention (eg. Sarbanes-Oxley Act)?

• How does the changing and expanding role of the CFO impact risk mitigation and fraud prevention?

Moderator:Dionne DensonDeputy Commissioner/CFOGeorgia Department of Public Health

Panelists:Frank DavisVice President, Sales OperationsChrome River

RJ HazraVP and CIO, Global Operations FinanceGE

11:35am – 11:55am

ThoughT leadership spoTlighT feaTuring MiCrosTraTegy

Phong LeSenior Executive Vice President, Chief Financial OfficerMicroStrategy

agenda

11:55am – 12:15pm

Networking Break

12:15pm – 12:35pm

ThoughT leadership spoTlighT feaTuring deeM

John RizzoPresident, Chief Operating OfficerDeem

agenda

12:35pm – 1:10pm

keynoTe presenTaTion feaTuring york risk serviCes:

“Evolving Role of the CFO”

The role of the CFO has been evolving and has never been as critical as it is now. The business world, disrupted by digital and globalization, is changing fast and the stakes are high – the power of decisions can impact a company irreparably and the factors for foresight in decision making are vast - CFOs are in this unique position, beyond the CEO, to step up to chief decision support officers to help steer the company forward. CFOs are being called to action to create value, develop strategy and:

• Manage disruption and lead change

• Become a creative visionary who is grounded firmly in the facts while being able to partner with the CEO on supporting the vision

• Understand of whole business and the key outcome metrics (not just financial) – Customer Experience, Talent, Brand, Competitive Intelligence, Efficiency of Business Processes (not just in Finance)

• Become an advisor, operator and enabler

Participate in this thought provoking session for a dialog on:

• Traditional Role. A traditional CFO, and how is it different from the modern day CFO?

• Evolution. Why has the CFO’s role changed over time?

• Key Skills: What are the three key skills every modern-day CFO should possess, and why?

• Challenges. What particular challenges do you face as a finance leader?

• Culture. Views on company culture? How do you bring the accounting & finance team together?

• Lessons. What are the most important learnings about being a finance leader?

• Tips. Tips for the next generation of CFO’s / aspiring finance leaders.

Sas MukherjeeEVP, CFO and Chief Strategy OfficerYork Risk Services

1:10pm – 2:10pm

Lunch

agenda

2:10pm – 2:55pm

panel disCussion:

“Emphasizing Human Capital in Finance for Long-term Success”

Session topics include but are not limited to:

• What are ways that today’s CFOs can attract new talent to the finance function, especially Millennials and Gen Z?

• Which skills and traits should CFOs seek in identifying and cultivating the modern finance talent pipeline?

• What challenges does your organization face in identifying, securing, and mentoring talent? How are you collaborating with the HR function to overcome these challenges?

• What are some best practices for promoting diversity in finance function in every stage of pipeline?

• What are some best practices for evaluating finance team’s capabilities and strengths and for identifying opportunities for further training and development?

• How can the CFO promote professional development opportunities to keep finance teams engaged and interested?

Moderator:Scott PorterSVP, Human ResourcesTurner Broadcasting System

Panelists:Bona AllenSenior Vice President and CFOKajima Building and Design, Inc

Eric BymasterAssociate Vice Chancellor for FinanceVanderbilt University

Dionne DensonDeputy Commissioner/CFOGeorgia Department of Public Health

Devon WzientekVP Segment ControllerMohawk Industries

2:55pm – 3:10pm

Networking Break

agenda

3:10pm – 3:45pm

keynoTe presenTaTion feaTuring ge poWer:

“Metric Madness…The CFO’s Role in Driving Organizational Clarity”

Presentation to Cover:

• The Role of Metrics in Companies Today

• Types of Metrics and Critical Pitfalls

• Functional Examples of Metrics Gone Wrong

• Key Elements to Ensure Organizational Clarity

Jason ConstantinoCFO, Global Repair SolutionsGE Power

3:45pm – 4:20pm

fireside ChaT feaTuring ups:

“Finance as an Innovative Business Partner”

Carrie Nordman SmithVice President, FinanceUPS

and

Elba Pareja-GallagherDirector of Finance, Global eCommerce StrategyUPS

agenda

4:20pm – 4:30pm

Closing reMarks feaTuring argyle hosT

Bona AllenSenior Vice President and CFOKajima Building and Design, Inc

4:30pm – 5:30pm

Cocktail Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

parTners

Media partner

CFO Publishing, a unit of Argyle Executive Forum, produces the award-winning CFO Magazine and CFO.com. They are the leading sources of information, insights, and thought leadership for finance chiefs who want to meet the increasing demands of their position and steer their organi-zations to financial and market success. CFO’s magazine and website deliver in-depth reporting on the news and trends that most directly affect the finance department; in-depth interviews with top CFOs; original research on how CFOs across the globe view critical economic and market issues; and innovative thinking from top experts in the fields of finance, management, and tech-nology. No other outlet provides the practical, immediately useful intelligence essential to the job of today’s finance executive.

Thought leadership spotlight and app partner

Trusted experts in analytics, QueBIT is dedicated to helping organizations to leverage their data to make more intelligent decisions that result in significantly improved business value. QueBIT has delivered analytics solutions to more than 450 organizations, including some of the largest and most successful companies in the world. QueBIT solutions span the entire spectrum of analytics, from data management, including Big Data strategy and implementation, Business Intelligence, Business Planning, Predictive Analytics and IoT Analytics. QueBIT’s unique CARE methodology coaches’ customers to achieve independence in solution ownership, while delivering rapid time to value. QueBIT has been recognized by many industry awards.

parTners

The most difficult part of any business trip is too often the trip itself. It shouldn’t be. Deem makes it painless for the traveler to get down to business without distraction, simpler for the travel manager and management company to keep track of all the moving parts, and easier for partners to get the information they need to stay competitive.

The Deem Work Fource platform is designed for the entire business travel ecosystem using machine learning, AI and predictive analytics. Deem’s suite of tools range from a dynamic traveler booking platform, travel manager cost controls, travel agency service technology and supplier revenue opportunities, including the world’s largest car service affiliate network and operator solutions.

Deem’s Work Fource Platform services more than 50,000 corporate customers in 61 countries, speaking 15+ languages - including the world’s largest travel management companies. The company, headquartered in San Francisco, CA, with offices in Bangalore, India, is backed by leading venture capital funds, as well as corporate and private equity investors.

Thought leadership spotlight partners

Host Analytics is the leader in cloud-based enterprise performance management (EPM), offering a unified platform for modeling, planning, consolidation, reporting, and analytics. Host Analytics customers benefit from improved business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Sanmina trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with customers in over 90 countries.

MicroStrategy (Nasdaq: MSTR) is a worldwide leader in enterprise analytics and mobility software. A pioneer in the BI and analytics space, MicroStrategy delivers innovative software that empowers people to make better decisions and transform the way they do business. We provide our enterprise customers with world-class software and expert services so they can de-ploy unique intelligence applications. To learn more, visit MicroStrategy online, and follow us on Facebook and Twitter. MicroStrategy and MicroStrategy 10 are either trademarks or registered trademarks of MicroStrategy Incorporated in the United States and certain other countries. Other product and company names mentioned herein may be the trademarks of their respective owners.

parTners

panel partner

Chrome River Technologies, Inc. lets business flow for some of the world’s largest and most respected global organizations. Our highly-configurable cloud-based expense reporting and sup-plier invoice automation solutions deliver an elegant and intuitive user interface, which offer the same high quality experience on a smartphone, tablet or laptop. Our SaaS products provide a world-class business rules engine and technology infrastructure, combined with a completely agile solution that supports today’s changing business climate, and that CFOs, AP and travel managers, and employees will all love.

To find out why Chrome River is trusted by more than 1 million users at over 500 organizations world-wide, contact us at +1. 888.781.0088 or visit us at www.chromeriver.com.

session introduction partner

Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enter-prises have selected Workday.

Breakout session partners

Huron is a global professional services firm committed to achieving sustainable results in partner-ship with its clients. The company brings depth of expertise in strategy, technology, operations, advisory services and analytics to drive lasting and measurable results in the healthcare, higher education, life sciences and commercial sectors. Through focus, passion and collaboration, Huron provides guidance to support organizations as they contend with the change transforming their industries and businesses. Learn more at www.huronconsultinggroup.com.

parTners

Breakout session partners

S&P Capital IQ™, a business unit of McGraw Hill Financial (NYSE:MHFI), is a leading provider of multi-asset class and real time data, research and analytics to institutional investors, investment and commercial banks, investment advisors and wealth managers, corporations and universi-ties around the world. S&P Capital IQ™ provides a broad suite of capabilities designed to help track performance, generate alpha, and identify new trading and investment ideas, and perform risk analysis and mitigation strategies. Through leading desktop solutions such as the S&P Capital IQ™, Global Credit Portal and MarketScope Advisor desktops; enterprise solutions such as S&P Capital IQ™ Valuations; and research offerings, including Leveraged Commentary & Data, Glob-al Markets Intelligence, and company and funds research, S&P Capital IQ™ sharpens financial intelligence into the wisdom today’s investors need. For more information visit: http://www.spcapitaliq-corporations.com

senior supporter partners

Adaptive Insights is a software company for people who plan. We built the world’s first business planning cloud – so you can make smarter decisions faster. Our goal is to empower you and your team to better manage your business. Traditional planning is too hard and too slow for today’s agile businesses. So we’re delivering a powerful new generation of business planning. Powerful modeling for any size business, yet easy for people to use so there’s seamless collaboration across your organization. On a platform so fast and easy to deploy that it can be owned by you and your team. Get business agility in a fast-moving world.

Pramata is the Customer Relationship Intelligence company. Our solutions empower sales, finance and operational teams from large B2B companies with essential information about their most complex and valuable customer relationships. We do this by transforming often hidden data from contracts, billing systems and other sources into a complete, accurate customer profile. Learn more at www.pramata.com

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