2018 Financial Leadership Summit



Agenda topics, timing and speakers subject to change.

Sunday, May 20

6:00 Pm – 10:30 pm

Denim & Diamonds Opening Reception and Financial Executive of the Year Awards Ceremony
Throw on your Denim and don’t leave those diamonds at home, because FEI’s Texas Chapters guarantee a night of fun while honoring the 2018 Financial Executives of the Year award winners.  

6:00 – 10:30 PM     
Networking, cocktails, hors d’oeuvres, dinner at gourmet food stations
7:30 – 8:15 PM
Financial Executive of the Year Awards/Dessert
8:15 – 10:30 PM
Denim & Diamonds Grand Opening Celebration

Grab your cowboy hat and boots for a fun filled event!
Hosted by FEI’s Texas Chapters – Austin, Dallas, Fort Worth, Houston and San Antonio

For generations, the State Fair of Texas has been the destination to bring everyone together. Join your peers for a fun event featuring some Texas state fair essentials. Enjoy a little country music, line dancing, games, and some good country fair food!



Monday, May 21

7:00 am – 5:00 pm



7:30 am - 8:20 am

4 Breakfast Sessions available – 1 CPE credit each

Sessions to be announced at a later date.



8:30 am – 9:00 am

Welcome & Opening Remarks
Andrej Suskavcevic | President and CEO | Financial Executives International
Ann Kaesermann | Vice President - Controller | Hilcorp Energy Company


9:00 am – 10:00 am

Opening Keynote Address
The 5 Second Rule: Achieve Breakthrough Performance in Your Career & Life
Mel Robbins | Award-Winning CNN Contributor and Life Coach

Imagine if you had a secret weapon that instantly turned you into your most powerful and productive self. What if you could spot opportunity and have the courage and the discipline to trust your instincts, take action and share your ideas with conviction? You’d be unstoppable. In her globally praised TEDx talk, best-selling author and entrepreneur Mel Robbins introduced the world to the science-backed secret to change, The 5 Second Rule.

Kick off Summit with this life-altering presentation filled with groundbreaking insights and a tool for action that is critical for selling, leadership development, innovation, and success. Mel will present the secret to HOW we change behavior, HOW to take smart risks, HOW you bring out the best in your team, and HOW to create the results that we covet at work and in life. You’ll walk out of this experience with tools you can bring to back to your team, your family, and your life-and you’ll leave feeling inspired, empowered, and ready to take action.


10:00 am - 10:30 am

Networking Break in Exhibit Hall


10:30 am – 11:20 am

Innovation Tracks

4 tracks available - please choose 1 during registration:
Finance Skills, How Texas Does It, Technology, & Tomorrow's CFO

New Accounting Changes - Are You Ready?
Finance Skills

This session will address many of these new accounting standards such as leases, revenue recognition, derivative and hedging and classification and measurement. Hear directly from regulatory and industry leaders on hot topics that can better prepare you for this changing environment. Gain a deeper insight to what is on the FASB’s agenda, so you will be up-to-date and prepared for what is ahead.

How to Survive a Market Downturn: Houston Leaders Tell Their Story
How Texas Does It

No industry is immune to dramatic market changes. Hear how company executives from engineering and construction, information technology, oil and gas, and the restaurant industry made strategic and tactical decisions to survive and thrive when their business was impacted by dramatic market changes.

Financial Transformation: From Idea to Implementation

Financial transformation projects can make or break a financial executive’s career. Learn from leaders who have jumped into the rough waters of technology and finance and walk away with the lessons learned from some of these projects.

CFO of the Future: The Finance Model in the Digital Age
Tomorrow's CFO

Future CFOs will be significantly different from the past, as will the staffing needs and demands they face. The future labor model will include multiple sources for skills and experience. How will these and factors such as robotics, automation and the human cloud impact management’s ability to create and maintain a competitive, agile workforce? How will they impact business models and labor pools? How might they impact your company? This presentation will answer these questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.


11:30 am – 12:20 pm

4 tracks available - please choose 1 during registration:
Finance Skills, How Texas Does It, Technology, & Tomorrow's CFO

Fraud From Within
Finance Skills

Fraud. This ever-evolving intentional act of deception is a threat the stability of our capital markets. Every company must have a deliberate plan to prevent and detect fraud, and must never undermine the potential of an attack from within. This panel will discuss best practices, cutting-edge technologies, and specific case use analytics that can help companies combat this rising problem.

How to Build an Economy: San Antonio’s Resurgence
How Texas Does It

San Antonio has built itself into a powerful regional manufacturing hub, bringing in jobs and economic growth. Private company financial executives were key to that transformation, helping build new businesses and reviving legacy companies. Find out how leaders turned the economy around and the success strategies for leveraging a growing economy.

Garbage In Garbage Out: Why Data Quality Matters

Research shows inaccurate data has a direct impact on the bottom line of 88% of companies, with the average company losing 12% of its revenue as a result. And even though a company may have spent millions on a top-of-the-line ERP system, it’s meaningless if the data that feeds it is false. Learn what financial data is critical to enterprise success and how to root out the bad numbers.

Analytics 4.0 for Financial Executives
Tomorrow's CFO

Digitization/digital transformation and industry 4.0 are being implemented in forward-thinking companies Greenlight Technologies as well as companies that are seriously affected by new entrant/competitors that are ahead in digital business.  What if CFOs can benefit from very advanced analytics. Let’s term that Analytics 4.0, that will change the way they advise the business and the way they attain financial and operational improvements? This panel will share stories and what it means for finance.


12:20 pm – 1:20 pm

Networking Luncheon in Exhibit Hall


1:30 pm - 2:30 pm

General Session | CFO of the Future
Political uncertainty, digital disruption, increasing regulatory complexity, and a rapidly changing business climate is changing the role of Chief Financial Officers.  Today’s CFO’s are expected to become a more strategic business partner, leading the development of new business models and contributing to performance and growth. Are you up to the challenge?  A panel of CFOs will share some of the strategies they have developed to ready themselves and their organizations respond to changing conditions.

Prat Bhatt | SVP, Corporate Controller & Chief Accounting Officer | Cisco Systems
Janet Clark | EVP & Chief Financial Officer | Marathon Oil Corporation
Jeffrey Curtiss | FEI Houston Chapter
Leslie Seidman | Director | Moody's Corporation
Linda Zukauckas | EVP, Corporate Controller | American Express

2:40 pm – 3:30 pm

4 tracks available - please choose 1 during registration:
Finance Skills, How Texas Does It, Technology, & Tomorrow's CFO

New Tax Reform Bill: What It Means for You
Finance Skills

This session will provide an update on U.S. tax reform and discuss the potential implications to you and your business.

How to Battle Shrinking Margins: Dallas Airline Industry Speaks
How Texas Does It

The airline industry has been fighting shrinking margins for over a decade, but despite challenge many are reporting record profits. How can you discover new efficiencies and services to boost the bottom line?

Solution Providers' Hands On Experience

This “Speed dating” type of format will feature short presentations, interactive dialogue from various technology vendors and solution providers.  Attendees will have the opportunity to move around the room and learn about new technologies. What better way to understand solutions to your problems than to have an expert how you how to solve complex issues and give you the opportunity to try it for yourself!

Hunting for Black Swans: The Financial Risks No One is Watching
Tomorrow's CFO

Whether it’s financial, political or environmental, there are myriad risks that senior-level financial executives need to consider and plan for when managing a balance sheet. What are the black and grey swan events that risk experts consider the most disruptive and how can you prepare for them.


3:30 pm - 4:00 pm

Networking Break in Exhibit Hall


4:10 pm – 5:05 pm

Afternoon Keynote Address
Houston Strong 



5:05 pm - 6:30 pm

Evening Networking Reception in Exhibit Hall


Tuesday, May 22

7:00 am – 2:00 pm



7:30 am - 8:20 am 

4 Breakfast Sessions available – 1 CPE credit each

Sessions to be announced at a later date.


8:30 am - 8:40 am

Opening Remarks


8:40 am – 9:45 am

Morning Keynote Address
Leadership Under Adversity
Scott Parazynski | U.S. Astronaut | NASA

Retired NASA Astronaut and 7-time space walker, Dr. Parazynski has spoken all over the world about the rigors, risks and rewards of exploration in extreme environments, deriving important lessons in teamwork, risk management and leadership under the most demanding circumstances, on or off the planet.  Taking lessons from the transformation happening in finance, Dr. Parazynski will demonstrate the power of challenging environments as a catalyst for disruptive innovation.  He will relate his experience as a Tech CEO and entrepreneur-innovator working with highly multidisciplinary teams, discussing the importance of culture of innovation for long terms gains.


9:50 am – 10:20 am

Networking Break in the Exhibit Hall


10:30 am – 11:20 am

4 tracks available - please choose 1 during registration:
Finance Skills, How Texas Does It, Technology, & Tomorrow's CFO

Tax Reform for Private Companies
Finance Skills

How to Disrupt Without Being Disruptive: Competing in the Austin Technology Boom
How Texas Does It

Touted as the next Silicon Valley, Austin has seen enormous economic growth as new technology firms create the next great platform. How were these companies not only able to disrupt a local economy, but fend off disruption globally?

Cybersecurity is Not Cyber Resilience

While cybersecurity focuses on near-term threats and operational responses, a business’s ability to identify, prevent, detect and respond while minimizing customer harm, reputational damage and financial loss is the realm of cyber resilience. Learn from leading industry experts on how to build a robust cyber resilience program.

Critical Thinking in Critical Conditions: How Finance is Changing Forever
Tomorrow's CFO

Critical thinking – the ability to analyze, reason and evaluate information – is a key trait of leadership and core competency in the accounting profession. But those skills are not easy to come by and even harder to learn. In this session, you will hear from industry experts about hone you critical thinking skills and apply them to you job each day.


11:20 am – 12:20 am

Closing Keynote Address
Future Forces: Insights for Navigating Uncertainty in the Connected Age
Seth Mattison | Co-Founder and Chief Movement Officer | Luminate Labs

We are entering the greatest period of global transformation the world has ever known. These tectonic changes are enabled by rapidly evolving technology and destabilizing demographic changes. The rigid business models and long-standing rules we’ve come to count upon for centuries are no longer reliable and are proving inefficient or ineffective against many of today’s most pressing challenges. This constant state of disruption mandates a new level of professional courage and influence in order to effectively impact our organizations and those around us.

How has leadership, strategy, curating and shaping culture changed in the Connected Age? How can we use knowledge and connectivity to manage vast amounts of information, maximize organizational relationships, and optimize talent utilization creating competitive advantages in an increasingly uncertain global economy?

Our closing session will challenge conventional leadership thinking while introducing the super trends shaping the Future of Work. Supported with cutting edge research and category leading case studies Seth will prepare audience participants to be able to compete and thrive in the new world of work.


12:20 pm – 1:30 pm

Networking Luncheon in Exhibit Hall


1:35 pm – 4:30 pm

IPsP Integral Psychological Profile Assessment Leadership Workshop
Dr. Dennis Rebelo, Ph.D. | Chief Learning Officer | Financial Executives International

The IPsP™ is on line assessment which measures eight core competencies: leadership, creativity, adaptability, organization, receptivity, exploration, discrimination and communication. It can help you define and/or refine your career objectives, select a course of study, develop a personal strategy for self-development and understand your specific problem-solving style. It can also be used for analyzing a team’s strengths and weaknesses as part of a group study, as a placement tool for better job satisfaction, as a training tool for enhancing competencies and as a recruitment tool across all management levels and functions.

IPsP™ has been used by people in all walks and stages of life to better understand their competencies, motivation and degree of psychological trait balance. It has also been employed successfully within corporations for human resource development and recruiting, as well as within educational institutions for more effective curriculum development.

Attend this interactive workshop to gain insight into your core competencies. Prior to the workshop, attendees will receive a link to the IPsP™ delivered to your email inbox. The web-based assessment can be completed in about 30 minutes in the privacy of your home or office. A profile report will be emailed directly to you, which you may share with your IPsP™ instructor, or, interpret during the workshop. Your assessment is unique to you. You’ll be able to bring your IPSP™ report to the workshop providing you an opportunity to ask any questions, quietly reflect upon it in the workshop community of leaders or even share parts of your report with others. During the workshop, your IPsP™ instructor will work with you to help you understand your competencies so you can develop a plan to develop and enhance your competencies to help you attain your full potential. Register for this eye-opening experience and understand what makes you tick, what’s holding you back, and how to unlock tools to move you self forward.


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