2022 Financial Leadership Summit

Agenda

THANK YOU TO THE FINANCIAL LEADERSHIP SUMMIT WIFI SPONSOR

Day 1 - Monday, May 16
Day 2 - Tuesday, May 17

Agenda topics, timing and speakers subject to change.
 
 

Sunday, May 15

7:00 pm – 11:00 pm

Opening Reception | Rock & Roll Hall of Fame Museum
Southside Johnny and the Asbury Jukes | Cleveland School of Rock

We'll get the pre-party started during FEI's 90th Anniversary kickoff reception at the Rock & Roll Hall of Fame, where the legendary Southside Johnny and the Asbury Jukes will rock the night away. Attendees of the Opening Reception and 90th Anniversary Celebration are encouraged to dress in their best rockstar attire. Whether that’s platform boots like KISS, your best blonde wig like Dolly, or something in between – you’ll feel fine in ‘concert casual’ clothing – jeans are OK for this event!

FEI will also give you a private party pass to explore the museum for a deep dive into the roots of rock and roll. Dress as the rock star you are and come together for a night of live music, great food and drinks, and the best FEI fans. You'll also get 10% off all merchandise. Check out the Rock & Roll Hall of Fame here.

This private rock show is presented by Headline Sponsor Plante Moran and Opening Reception Sponsors BMO, EY, Ledgent, The Ohio Society of CPAs, Oswald Companies and FEI Northeast Ohio.

 
 

Day 1 | Monday, May 16

7:00 am – 5:00 pm

Registration

 
 

7:30 am - 8:30 am

Breakfast Breakout Sessions
2 Sessions available – 1 CPE credit each. Please choose one.

Next Generation Finance Transformation Concepts for 2022 and Beyond
(1 CPE credit | Field of Study – Finance)
Center Street D | Floor 3
Presented by ScottMadden
The explosive spread of COVID-19 has “forced our hand” to transform finance models in many new ways. Practices that we have been debating for years were immediately ‘green-lighted’ and put into production overnight. Remote work became the norm. The use of video tools exploded. Traditional roadblocks to automate financial processes were lifted. But what happens as the world slowly recovers? What changes should “stick” for the long-haul, and what practices should we thank, and discard as necessary band-aids? During this session, we will discuss what we should preserve in our 2022 strategies. In this session, we will share insights on:

  • Expanding high value financial services to the organization
  • Expanding global end-to-end processes under one governance model
  • Driving efficiencies by putting the right automation on the right types of work
  • Deploying virtual teams and organizations
  • Inspiring employees with new positions and marketable skill sets

Finance transformation is essential as we globalize, implement new automation technology, and evolve our financial skillsets — but many foundational concepts have stood the test of time. Dive into industry-leading concepts and next generation strategies in this interactive session.

Presenters:
Brad DeMent | Partner | ScottMadden
Trey Robinson | Partner | ScottMadden

 

Planning and Preparing for Major External Factors with Global Data and AI
(1 CPE credit | Field of Study – Information Technology)
Center Street BC | Floor 3
Presented by Prevedere
The world is changing faster and with more volatility than ever before. On top of the pandemic, business leaders must now be prepared to navigate geopolitical issues, inflationary uncertainty, unprecedented labor market imbalance, and global supply chain disruption.

With millions of dollars at stake, now is not the time to simply ignore these external factors and hope they go away. Find your path forward amidst the uncertainty with the guidance of global macroeconomic data, econometric modeling, and forward-looking scenario plans.

In this session, you will learn how to:

  • Quantify the impact of these economic factors, and more, on your future performance
  • Identify the most relevant indicators to your business with lead and lag times
  • Leverage global data and AI-powered predictive models to uncover real-time insights on changing economic conditions and inform data-driven decisions

Presenter:
Steve Davis | Director of Strategic Accounts | Prevedere

 
 

8:30 am – 8:45 am

Welcome & Opening Remarks
Superior Ballroom | Floor 5

Andrej Suskavcevic, CAE | President and CEO | Financial Executives International (FEI) and Financial Education & Research Foundation (FERF)

 
 

8:45 am – 9:45 am

General Session | Hacking the ROCKSTAR ATTITUDE: How To Ignite Rockstar Performance During Uncertain Times
(1 CPE credit | Field of Study – Personal Development)
Superior Ballroom | Floor 5
Mark’s high-energy, dynamic presentation, Hacking the Rockstar Attitude, can best be described as a Rock show disguised as a keynote. Mark uses three core principles during this kinetic and sensory-driven program, ABC: Attitude, Behaviour, and Consequences. You can’t always control what happens to you, as evidenced by the global pandemic, but you can control your attitude, which drives your behaviour, and your behaviours determine your consequences. Your audience will walk away with a blueprint for how to incorporate Rock & Roll philosophy, techniques, and swagger in order to overcome obstacles, drive performance, and energize their work and personal lives. Are you ready to rock?
 

Key takeaways:

  • Increase Individual and Team Performance: Through an invigorating, entertaining, and emotional experience, participants gain an understanding of how to immediately employ fundamental and powerful concepts that will elevate their professional and personal performance beyond what they thought possible.
  • Break Through Barriers and Trepidation: Based on his interviews with world-class performers in all industries, Mark has synthesized the secrets to busting through fear, trepidation, and anxiety associated with any type of performance, presentation, pitch, or communication.
  • Shift From “Have To” to “Get To”: Participants learn how a shift in attitude and perspective can have a tremendous impact on the outcomes for their work and personal lives.

Presenter:
Mark Schulman | Rock Star Drummer for P!nk and Author
 

 

9:45 am - 10:15 am

Networking Break in Exhibit Hall
 

 

10:15 am – 11:15 am

Morning Breakout Sessions
3 Sessions available – 1 CPE credit each. Please choose one.

Recruit, Retain and Improve Benefits - All While Improving Your P&L
(1 CPE credit | Field of Study – Personnel/HR)
Center Street A | Floor 3
Presented by Brown & Brown
Although many popular ideas about medical plans are based on truths, the complicated issues involved are often misunderstood or oversimplified to the point of being false or misleading. This session will examine the decisions plan sponsors make that create inaccurate forecasts, unsustainable renewals and unnecessary volatility. Join the discussion if you are seeking a proven strategy to bring stability to your organization’s health insurance costs without traditional cost shifting and plan degradation. We'll cover key topics such as:

  • How to make your health plan offerings richer while reducing cost to both the employer and employee
  • How “best practices” are repelling the best talent, fostering sickness and souring corporate culture
  • Why the industry benchmarks are wrong and are driving the costs of your health plan higher
  • Why employers are failing at health plan management

Presenter:
David Ross | Executive Vice President & Director of Underwriting Services | Brown & Brown

 

Company Culture, Talent, and Retention in the Ever-Shifting Workforce
(1 CPE credit | Field of Study – Personnel/HR)
Center Street BC | Floor 3
Presented by Siegfried
With the ever-shifting demands of today’s workforce, employers need to focus on satisfying employee needs from day zero and invest their resources into retaining and attracting talent more so than ever before. Learn from our panel about keeping an open mind, providing unique and meaningful opportunities, and prioritizing feedback.

Moderator:
Brian Seidner 
| Managing Director | The Siegfried Group

Presenters:

Jamie Beggs | SVP and CFO | Avient
Mallory Frantz | Managing Director | The Siegfried Group
Mike Tokich | CFO | Steris
Kris Westbrooks | CFO | TimkenSteel
 

Are We There Yet? How Self-Driving Work Can Finally Help You Achieve Finance Transformation
(1 CPE credit | Field of Study – Business Management & Organization)
Center Street D | Floor 3
Presented by Workiva
Did you bite off more than you could chew with your organization’s finance transformation? Finance transformation has been the backbone of many accounting and finance teams’ strategies in recent years, yet some efforts have fallen flat. With increasingly limited resources, the office of the CFO is turning to self-driving work to help simplify, scale, and reignite transformation initiatives.

This session examines what hasn’t worked in finance transformation and how self-driving work is transforming data and reporting processes. Panelists will detail the pillars of self-driving work and outline the steps teams can take to build efficient, agile, and scalable processes through technology.

After attending this session, you will be able to:

  • Discuss how self-driving work simplifies day-to-day tasks and fundamental processes
  • Identify repetitive, manual processes within your organization that can be improved or automated
  • Deterrmine how your accounting and finance departments can enable self-driving work through technology

Moderator:
Steve Soter | Senior Director of Product Marketing and Accounting Industry Principal | Workiva

Presenters:
Jonathan Gregory | Senior Managing Director, External Reporting | Hershey Company
Ricky Priory | Senior Manager | Deloitte

 
 

11:15 am – 12:15 pm

General Session | Future-Proofing Your Workforce
(1 CPE credit | Field of Study – Personnel/HR)
Superior Ballroom | Floor 5
There has been a seismic shift in America’s workforce during the past two years and has altered ways companies serve customers and engage their employees. While these changes were kickstarted by the pandemic, they will continue to evolve the workplace. Where are we headed? Join us for this session to better understand:

  • Why attracting and retaining talent remains a top concern for business leaders
  • The importance of how work gets done, not where
  • How to increase the value of the employee experience

Presenters:
Fran Maxwell 
| Managing Director | Protiviti
Trisha Plovie | Senior Vice President | Robert Half

 
 

12:15 pm – 1:30 pm

Networking Luncheon in Exhibit Hall

 
 

1:30 pm - 2:30 pm

General Session | The Transforming Role of the CFO
(1 CPE credit | Field of Study – Finance)
Superior Ballroom | Floor 5
Profound changes in consumer habits, technological innovation, and an elevated social conscience have required modern CFOs to transform their finance function to address significant disruption. To keep up with the accelerating pace of change, it is incumbent upon CFOs to become more focused on ESG, corporate strategy, data management, technology implementation, and preparing for the future, while continuing to help drive the company’s economic engine.

Our panel will discuss:

  • Focus areas of the CFO in today’s age of finance
  • The impact of ESG and digital on the CFO
  • Finance and operational transformation     

Presenters:
Margaret Merritt | Partner, Financial Accounting Advisory Services (FAAS) | Ernst & Young, LLP
Sam Ropos | Senior Manager, Financial Accounting Advisory Services (FAAS) | Ernst & Young, LLP
Haleigh Shankle | Senior Manager, Financial Accounting Advisory Services (FAAS) | Ernst & Young, LLP

 
 

2:30 pm – 3:30 pm

Afternoon Breakout Sessions
3 Sessions available – 1 CPE credit each. Please choose one.

Pharmacy Benefit Manager (PBM) Revenue Streams and Misaligned Incentives
(1 CPE credit | Field of Study – Information Technology)
Center Street D | Floor 3
Presented by PSyn
This presentation will share the two primary PBM contracting models and how a PBM generates revenue utilizing each of them. Comparing and contrasting both models will help Employers determine the model that incentivizes the PBM to manage the Employer’s pharmacy spend most effectively.

Presenter:
Deno Sebastian RPh., MSA 
| President of Commerical Markets | PSyn

 

Accelerating the Digital Finance Journey: Innovation Use Cases
(1 CPE credit | Field of Study – Information Technology)
Center Street BC | Floor 3
Presented by Workday
Future-ready finance organizations have two things in common: they have removed the friction from key finance processes through relentless automation; and they have claimed the ownership of the finance data model, creating a data value chain where the enterprise is connected, informed and empowered to make the best decisions.

In this interactive session, Workday Chief Accounting Officer Philippa Lawrence and Workday customers will share some of the innovative use cases they have developed to automate key finance processes and gain data-driven insights, including a deep dive into how Workday is achieving a zero-day close using machine learning and anomaly detection technologies.

Moderator:
Anne Ozzimo 
| Senior Director, Solutions Marketing, Office of the CFO | Workday

Presenters:

Philippa Lawrence | Chief Accounting Officer | Workday
Dan Perschke | Vice President and Controller | The E.W. Scripps Company
 

How Intelligent Automation Can Transform the CFO Office and Finance Organization?
(1 CPE credit | Field of Study – Information Technology)
Center Street A | Floor 3
Presented by UiPath
As Company’s pivot toward to value creation agenda, CFO’s and their leadership are increasingly exploring how digital and enterprise automation strategies can transform the finance function. This shift can create more bandwidth to enable an agile, forward-looking finance organization that embraces advanced analytics to improve decision-making quality and speed.

In this presentation, we attempt to answer the following questions on how Intelligent Automation can Transform the CFO Office and Finance Organization:

  • What are the three challenges facing FP&A leaders today, and how can automation help?
  • How are FP&A leaders using automation to develop future digital practices
  • What are the goals and attributes of leading class Finance teams?

Presenter:
AJ Ljubich | VP, FP&A | UiPath

 
 

3:30 pm - 4:00 pm

Networking Break in Exhibit Hall
 

 

4:00 pm – 5:00 pm

General Session | Lead the Change: Fueling Greater Racial and Ethnic Diversity in Accounting
(1 CPE credit | Field of Study – Accounting)
Superior Ballroom | Floor 5
The past two years included a global pandemic, economic uncertainty, and social and racial unrest. Businesses are breaking traditional taboos and empowering their employees to speak up and drive change both inside and outside their organizations.

CEO of Deloitte’s US Audit & Assurance business, Lara Abrash, will share her perspectives on the importance of leading the change in her organization from a diversity, equity, and inclusion perspective, and the larger commitment Deloitte is making to help generate more advisory, auditing, tax career opportunities, and leadership pathways for the next generation of certified public accountants.

abash-(1).jpg Presenter:
Lara Abrash | Chair and CEO | Deloitte
 
 

5:00 pm - 6:30 pm

Evening Networking Reception in Exhibit Hall

 
 

Day 2 | Tuesday, May 17

7:00 am – 12:00 pm

Registration
 

 

7:30 am - 8:30 am 

Breakfast Breakout Sessions
2 Sessions available – 1 CPE credit each. Please choose one.

Reshaping FP&A for a New Generation​
(1 CPE credit | Field of Study – Information Technology)
Center Street D | Floor 3
Presented by Board
As the Office of Finance grapples with volatile markets and higher employee turnover, one thing is clear: traditional Financial Planning and Analysis practices are no longer enough. FP&A has become an essential element of the DNA of the most successful organizations. But, given the constant flow of urgent demands leaving little time to make changes, most finance professionals still adhere to traditional management accounting methods and longstanding processes.

A new digitally informed generation won’t have the patience for business as usual. To attract future leaders, the Office of Finance needs to develop a roadmap to digital innovation.

Join us to learn how the Office of Finance can leverage technology to:

  • Create autonomous, “always-on” processes
  • Connect Office of Finance teams with business operations
  • Empower finance teams to face challenges with creativity
  • Increase resilience and agility
  • Connect finance goals with those of the enterprise

Presenter:
Patrizio Calitri | Global Pre-Sales Lead, Office of Finance | Board International
Michael Leese | Senior Solution Architect | Board International, Americas

 

The Future is Agile Finance: CFO Strategy & 2022 CFO Benchmarks
(1 CPE credit | Field of Study – Information Technology)
Center Street BC | Floor 3
Presented by Prophix Software
The Finance function is at a tipping point as businesses look to evolve their approach to decision-making. As more CFOs aspire to take on an advisory role in their companies, there’s an ongoing push to automate manual processes, consolidate data, and increase agility. It’s a shift that will enable Finance to focus on the future of the business rather than just reporting on the past. 

Our latest Prophix and CFO Dive survey found that an overwhelming majority have plans to automate and upgrade their technology — but there’s also a great deal of work to be done. Join Wayne Slater, Director of Product Marketing at Prophix, as he delves into the survey results and how you can apply them to your business to succeed in this time of transformation. 

In this session, you’ll learn how: 

  • Cloud-based FP&A solutions empower the Office of Finance to act as a strategic advisor to the organization.
  • To address rising inflation, supply-chain disruptions, cybersecurity concerns, and the shortage of skilled data analytics talent. 
  • Data accessibility and accuracy can speed up your digital transformation and improve productivity – positioning Finance as a partner in corporate decision-making. 

Presenter:
Dave Bansley | Senior Account Executive | Prophix Software

 
 

8:30 am - 9:30 am

Mastering Disruption: Achieving Higher Efficiency Through Change
(1 CPE credit | Field of Study – Business Management & Organization)
Superior Ballroom | Floor 5
This session will explore how Finance and Accounting  is evolving, highlighting the significance of digital transformation to amplify the impact that your team can make amidst today’s challenges. From the journey of the Microsoft Finance division, you'll hear about the latest advancements in technology and how skills and roles are evolving to help our teams become strategic enablers for the entire organization. 

Presenter:
Cory Hrncirik
| Modern Finance Director, Office of the CFO | Microsoft 

 
 

9:30 am – 10:30 am

Morning Breakout Sessions
3 Sessions available – 1 CPE credit each. Please choose one.

The Purpose-Driven Finance Leader: Exploring the Duality of Purpose and Profits
(1 CPE credit | Field of Study – Personal Development)
Center Street D | Floor 3
Presented by Sage Intacct
Is doing good, good for business? CFOs play a transformative role in their organizations, and the pressures of being a data-driven finance leader, a catalyst for human-centric digital transformation, and a strategic partner to the C-suite may seem to leave little room for tackling environmental, social and governance (ESG) challenges. Yet a recent Accenture survey of senior finance leaders found that 68% of respondents say that Finance is responsible for their organization's ESG efforts.

In this session, we'll explore how finance leaders can use the right technologies to support:

  • paperless automation that digitizes business workflows while keeping the planet and humans in mind;
  • visibility and good stewardship with the help of powerful analytics; and
  • data-driven strategies and measurable outcomes

Presenter:
Rauli Garcia | VP, Strategic Marketing, Head of US Marketing/Demand Generation | Sage Intacct

 

Leading at Speed: Planning and Reporting in the New Normal
(1 CPE credit | Field of Study – Finance)
Center Street BC | Floor 3
Presented by OneStream
The global pandemic of has reignited the need for agile planning and reporting processes that enable Finance teams to lead at speed. Why? Because having agility in these processes is essential for organizations in adapting quickly to rapidly changing business and economic conditions and market disruptions.

Join this session to learn how leading Finance organizations are conquering complexity in planning and reporting systems with modern, cloud-based solutions that provide the agility they need to lead at speed. In addition to streamlining financial close, reporting and planning processes, learn how forward-thinking organizations are empowering managers with daily and weekly financial signals that enable right-time decisions that can impact financial results.

Attendees will learn how to:

  • streamline period-end financial close and reporting processes
  • increase agility in planning with rolling forecasts
  • blend transactional data with financial results to identify key financial signals

Presenter:
Stephanie JohnsonVice President, Managing Director, and Assistant Controller | OneMain Financial
John O'Rourke | Vice President of Product Marketing | OneStream

 

3 Step Game Plan to Deploy AI in the Office of the CFO
(1 CPE credit | Field of Study – Information Technology)
Center Street A | Floor 3
Presented by HighRadius
While the world witnessed the emergence of self-driving cars with advanced technologies, such as artificial intelligence (AI) and machine learning (ML), the world of finance has not lagged behind. Finance executives have seen the potential of AI/ML in A/R operations to become intelligent and autonomous with minimal manual intervention. 65% of finance executives reported that they increased their investments and focus on digital business in 2021, in a recent report by Gartner.

With ensuring cash flow for future growth being one of their top priorities, leading finance executives have already invested in their AI-driven digital futures. Simply put, it’s the price of gaining and sustaining a competitive advantage. AI & ML have delivered positive results for the office of the CFO with highly accurate cash forecasting, risk prediction, customer satisfaction, and resource optimization across the finance department, unlocking the cash potential in every A/R team.

Join this session by Kathleen Quill, the Enterprise Value Manager at HighRadius, as she shares a 3-step action plan to ensure successful AI-implementation in your finance function:

  • The roadmap to leverage AI seamlessly for financial analysts: Humans + Machines redefined
  • Four of the most crucial O2C verticals today and the impact of AI on them
  • Keyways to devise payment and cash management strategies powered by AI to align with the new economic climate, customer expectations, and CFO objectives

Presenter:
Kathleen Quill | Enterprise Customer Value Manager | HighRadius

 
 

10:30 am – 11:00 am

Networking Break in Exhibit Hall

 
 

11:00 am – 12:00 Pm

The Value and the Path to Meaningful ESG Reporting
(1 CPE credit | Field of Study – Finance)
Superior Ballroom | Floor 5
The definition of materiality has evolved over time due to the application of varying standards, frameworks, and increasingly diverse reporting contexts. ESG reporting introduces new terms to the materiality discussion, such as double, dynamic, and nested.

In this session, KPMG will discuss what materiality means in the context of ESG reporting, how a materiality assessment is currently used to identify and prioritize relevant ESG topics, and how companies can best prepare in light of the SEC’s proposed regulations.

Presenters:
Breanne Anderson | Managing Director, Department of Professional Practice | KPMG
Angelica Dentinger | Manager, Audit | KPMG
Marissa Gerdes | Senior Manager | KPMG

 
 

12:00 pm – 1:00 pm

Threats and Trends in Cybersecurity
(1 CPE credit | Field of Study – Information Technology)
Superior Ballroom | Floor 5
The cybersecurity landscape is changing in 2022 and threats are evolving with new actors and methods. The session will focus on how attacks happen and educate attendees on the top three things they can do today to prepare the organization for an event/breach. Other areas to be covered include:

  • Insight into Ransomware and how you can protect your organization
  • Cybersecurity insurance: Details on the massive changes that have occurred in the past year and what to expect moving forward

Presenter:
Chris Wilkinson | Principal, Cybersecurity | Crowe

 
 

12:45 pm – 1:00 pm

Closing Remarks
 

 

1:00 pm – 2:00 pm

Networking Luncheon in Exhibit Hall
 

 
 

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