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2021 Financial Leadership Summit

Earn Up to 24 CPE Credits

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Since the onset of COVID-19, finance leaders have worked to protect employees, build organizational resiliency and quickly pivot to new technologies. Financial executives are faced with an incredible challenge and opportunity to change and adapt as the world recovers from the pandemic. 

FEI’s Financial Leadership Summit, hosted virtually on May 4, 6, 11, 13, 18 and 20, will help you develop strategies for reducing the fear, uncertainty and stress of these challenging times while guiding your business to success. Together with your peers, invest in yourself to discover the latest trends and best practices from recognized thought leaders so that you can build a better tomorrow for you and your team. 

Discussions  at a Glance: 

  • Investing in You to Build a Better Future 
  • Reinventing Yourself into the Selfless Leader Your Organization Needs 
  • Leadership in a Distracted and Remote World 
  • Driving Innovation Through the Finance Department 
  • HR and Legal Update/Managing Employee Risk Post COVID 
  • AI and the Future of Finance
  • Creating a Culture of Data 
  • Technology’s Role in Changing the Finance Profession 
  • Cyber Threats, The Rise of SPACs, Cash Forecasting and other technical sessions 

Who Should  Attend:  

  • Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers and Vice Presidents of Finance can become more effective by attending relevant sessions. 
  • Organizational staff, can learn from industry experts, and gather the tools and strategies for succeeding in their lives and careers.  
  • Both public and private company finance staff benefit from a powerful combination of general sessions and CPE to keep them well informed and improve their productivity and accuracy at work.  
  • Aspiring CFOs can jump-start their career progression and experience new knowledge that they can apply directly in their day-to-day responsibilities.  
  • Current FEI Leaders enjoy a variety of leadership development sessions. and special benefits. 

Attend Financial Leadership Summit and the Finance Elevated Conference
Position your business for recovery from the COVID-19 crisis by attending both the Financial Leadership Summit and Finance Elevated Conference. Register for both to save and gain insights into the business and digital trends that will help reframe the future of finance.

   
Registration for this event is closed.

 
 
 
 

Speakers

Jana Allen

Manager, Accounting & Reporting Services
Deloitte & Touche LLP

Karim Anani

Americas Transactions Accounting Advisory Leader
Ernst & Young LLP

Jim Bourke

Partner, Member of the Board of Directors and Management Committee
Withum

Heather Cole

Executive Coach/Business Analytics Advisor
Lodestar Solutions, Inc.

Jim Collins

Watson Applications Strategy Executive for North America
IBM

Yolanda Coronado

Director of Finance
Teledyne Technologies

Maryann Correnti

CFO
Heinens

Joe DeJong

VP, Senior Commercial Team Lead/ Managing Director – ESPO Finance
Bankers Trust Company

Gary Ennis

Senior Finance Director
Microsoft

Nick Espinosa

Chief Security Fanatic & CIO
Security Fanatics

Dr. Augustine Faucher

Chief Economist
PNC Bank

Rauli Garcia

VP of Strategic Marketing
Sage Group

Tim Hird

Executive Vice President
Robert Half

Michelle Jensen

President & CEO
Rayser Holdings

Chris Kearney

Managing Partner, Central Region
Tatum

Jonathan Keyser, MCR

Founder
Keyser Co.

Eric Knachel, CPA

Partner, Professional Practice Group
Deloitte [US]

Tracey Knight

Director, Solution Engineering
High Radius

Kimberly Lanier

Associate Director
Protiviti

Zhichao Li

Treasury Manager
Microsoft Corporation

Dan Markowitz

Partner
Boulay Group

Cam Marston

Author and Corporate Authority
Generational Insights

Maggie Martensen, CPA

CFO - VP Finance
Cristo Rey Jesuit High School

William McBride

Vice President of Federal Tax & Economic Policy
Tax Foundation

Matt McGuinn

Principal, Advisory
KPMG

Mandi McReynolds

Senior Director of Environmental, Social & Governance
Workiva

Adam Miller, CPA, ASA, ABV, CFF, CGMA

Chief Financial Officer, Executive Vice President
Barron Lighting Group

John O'Rourke

VP of Product Marketing and Communications
OneStream Software

Tom Peff

Director of Product Marketing
Workday

Chris Power

Senior Manager, Technical Accounting & SEC Reporting
Salesforce

John Rex

Executive Coach & President
Rex Executive Leadership

John Rodi

Audit Partner & Leader, KPMG Board Leadership Center
KPMG LLP

Christopher Santomassimo

General Counsel and Chief Compliance Officer
Santomassimo Davis LLP

Karen Schreiber

Principal, Finance Transformation
KPMG

Mark Schwartz

Managing Director, Equity Capital Markets Advisory
Ernst & Young, LLP

Michael Seaver

Founder and CEO
Seaver Consulting, LLC

Amy Shelly

CFO
The Options Clearing Corporation [OCC]

Steve Soter

Senior Director of Product Marketing and Accounting Industry Principal
Workiva

Rachel Stewart

Vice President of Finance
Derma Health Skin & Laser

Greg Tuman

VP of Finance
Capstone Logistics

Traci Twardowski

Associate Director, Marketing and Business Development
Ernst & Young LLP

Tina Wang

VP Product Marketing
Sage Group

Ally Wilson

Director
Microsoft Corporation

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Information Technology, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Business Management and Organization, Non-technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Economics, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Information Technology, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Information Technology, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Information Technology, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Personnel/Human Resources, Non-technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Information Technology, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Business Management and Organization, Non-technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Taxes, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Taxes, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Behavioral Ethics, Non-technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.