Finance Elevated virtual conference

Learn from tech experts at J&J, Microsoft, AT&T, Pitney Bowes and more, June 8, 10, 15 & 17.

2021 Financial Leadership Summit

Agenda

 

Day 1 - Tuesday, May 4 | Day 2 - Thursday, May 6
Day 3 - Tuesday, May 11 | Day 4 - Thursday, May 13
Day 5 - Tuesday, May 18 | Day 6 - Thursday, May 20


*Agenda topics, timing and speakers subject to change.

 
 

Day 1 - Tuesday, May 4 | 10:30 am - 5:30 pm Eastern

10:30 am - 11:30 am EASTERN

Bonus Session: Leading at Speed: Planning and Reporting in the New Normal

The global pandemic of 2020 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
  • Lessons learned from successful implementations

Speakers:

  • Yolanda Coronado | Director of Finance | Teledyne Technologies
  • John O'Rourke | VP of Product Marketing and Communications | OneStream Software
 
 

12:00 pm - 12:15 pm EASTERN

Opening Remarks

  • Adam Miller | Chief Financial Officer, Executive Vice President | Barron Lighting Group 
 

12:15 pm - 1:15 pm EASTERN

Invest in Yourself, Reimagine Your Workplace
Seemingly overnight, the pandemic taught us we are far more capable of change than we may have previously believed. We were asked to lead our organizations virtually, change revenue models, define new processes, engage cutting-edge technology, and more. If indefinite uncertainty is the status quo in 2021, this conversation will prepare you to respond powerfully. Join Michael as he shares research about workplace changes in 2020, how Gen Y and Gen Z are transforming organizational culture, and ways you can get ahead of change through employee empowerment. You will gain actions and insights in finding personal work-life integration; learn how to guide your team in focusing less on time given and more on results driven while designing a culture of learning.

Speaker: 

 
 

1:15 pm - 1:45 pm EASTERN

Networking Session
Hosted by FEI Arizona
Join us for a trivia competition between fellow FEI members from across the nation. FEI Arizona is pleased to host the opening networking event at the Financial Leadership Summit and looks forward to seeing you there!

Note: An account on the Remo platform is required to join this session. Please create your account before the event at www.remo.co or when joining the event. For optimal viewing, it is highly recommended that you use a desktop/laptop and the Google Chrome, Safari or Firefox browsers to access the platform. A short platform tutorial can be viewed here.

 
 

2:00 pm - 3:00 pm EASTERN

Re-Opening and Recovery
Two-thousand twenty was a year of countless challenges and setbacks. But it’s also witnessed impressive innovation, improvisation, and modification. As companies addressed the challenges spawned by COVID-19 — from supply chain disruptions to government-ordered shutdowns and from virtual workforces to the Coronavirus Aid, Relief, and Economic Security Act — they’ve frequently had to think on their feet. Now, as CFOs face the demands of financial reporting and accounting – hopefully in a post-pandemic economy -- they’re pondering and prioritizing which issues need to be front and center for companies to re-open and recover under the “new normal” business environment.

Speakers:

  • Jana Allen | Manager in National Office, Accounting & Reporting Services | Deloitte
  • Eric Knachel | Partner, Professional Practice Group | Deloitte
 
 

3:15 pm - 4:15 pm EASTERN

Human Capital Reporting. Is Your Company Ready?
Whether you’re part of a public company that is required to address the new human capital disclosures or a private company that needs to begin considering the requirements, there is a focus across all industries on understanding the value of human capital as a key factor for sustainability and long-term success. But how do you identify what and how to measure in order to accurately reflect human capital’s impact on the organization? And how can your organization best invest in human capital development? Join us for this session to better understand:

  • Current talent management and workplace trends
  • The new SEC disclosure requirements and how to comply
  • How to identify human capital metrics and develop a scoreboard
  • How to increase the value of your organization’s human capital by investing in retaining top talent

Speakers:

 
 

4:30 - 5:30 pm EASTERN

The Impact of President Biden's Tax Policies
With control of both the House and Senate in Democratic hands, President Biden should be able to pass the tax proposals he touted during the election campaign. However, with an evenly split Senate, the President probably won’t get everything he wants. This session will review Biden’s Tax Plan at a high level, and discuss what the proposed changes will mean for you and your company.

Speaker:

 
 
 

Day 2 - Thursday, May 6 | 12:00 pm - 7:00 pm Eastern

12:00 pm - 1:00 pm EASTERN

How to Build a Culture of Selfless Service: Reinventing Yourself into the Selfless Leader your Organization Desperately Needs
To create the culture today’s workers are craving (in fact demanding), we must become selfless leaders. But that journey is not an easy one, and it requires extraordinary courage, authenticity, and the will to transparently confront yourself where you as a leader need to change.

So what are the steps that you as a leader can take to reinvent yourself into the selfless leader of the future? In this highly compelling presentation, Jonathan Keyser walks leaders through his own personal inside-out transformation and provides you with an authentic, practical, and actionable 3-step process for how you can reinvent both yourself and your organizational culture as a result.

Speaker:

 
 

1:15 pm - 1:45 pm EASTERN

Speed Networking
Hosted by FEI Twin Cities
During this session, you will be rotated through virtual rooms every 10 minutes, with an opportunity to meet 4-7 like-minded professionals and to share information and interests. All attendees will have the opportunity to share contact details for networking purposes. Have your email, phone, and LinkedIn profile handy.   

Be prepared to answer some trivia questions for a chance to win prizes! 

 
 

2:00 pm - 3:00 pm EASTERN

Hacking the Hackers and Protecting the Future
Join Nick Espinosa, award winning co-author of the best-selling cyber-security book Easy Prey as he shares his expertise on the cyber risks corporations and governments face as Dark Web exposure and hacking attacks continue to threaten day-to-day activities. You will gain insight into creating a well defended organization and watch demonstrations of hacking vulnerabilities. In addition to the threat’s businesses face, learn about the threats children and families face and how to protect and defend those you hold most dear.

Speaker:

  • Nick Espinosa | Chief Security Fanatic & CIO | Security Fanatics
    Member | Forbes Technology Council
 
 

3:15 pm - 4:15 pm EASTERN

Looking Forward - Fail to Plan, Plan to Fail
Why Every Business Needs a Plan

If 2020 taught us anything, it's that the annual plans we all put together are unlikely to last more than a quarter. It also showed us that planning is at its weakest when it's an exclusive activity that belongs to a few senior stakeholders. Join this session to learn how you can make the shift towards more continuous and company-wide planning.

Speakers:

  • Tom Peff | Director of Product Marketing | Workday
  • Greg Tuman | VP of Finance | Capstone Logistics 
 
 

4:30 pm - 5:30 pm EASTERN

Special Purpose Acquisition Companies (SPACs): fad or future?
SPACs have been around for decades, but in 2020 SPAC IPOs raised more capital than in all prior years combined. And, the activity thus far this year is on pace to far exceed 2020’s record levels. Some are calling it a bubble, but others see it as the ongoing transformation of our capital markets. Learn more about SPACs and hear our views on the future of the new issue market.

Moderator:

  • Traci Twardowski | Associate Director, Marketing and Business Development | Ernst & Young, LLP

Speakers:

  • Karim Anani | Americas Transactions Accounting Advisory Leader | Ernst & Young, LLP
  • Mark Schwartz | Managing Director, Equity Capital Markets Advisory | Ernst & Young, LLP  
 
 

6:00 pm - 7:00 pm Eastern

Rock & Roll Networking
Hosted by Ledgent
Join Ledgent for a rock presentation from the Rock & Roll Hall of Fame! The Rock and Roll Hall of Fame is one the great attractions in our upcoming host city of Cleveland for Summit 2022. Join us for a brief Trivia Game with a prize and a few fun facts about Cleveland! We are looking forward to getting everyone excited about the year to come and getting the band back together in person in Cleveland in 2022. The first 25 people to log in will get a fun gift sent to their home!!

 
 
 

Day 3 - Tuesday, May 11 | 10:00 am - 5:30 pm Eastern

10:00 am – 10:15 am Eastern

Best Practices for the Month-End Close
Presented by FloQast
The way we work has drastically changed over the past few months. With finance and accounting teams working virtually, the importance of team collaboration and an accurate month-end close has grown exponentially.

Join FloQast's Q&A and Demo session to see firsthand how close management software from FloQast empowers your team to close the books faster and more accurately, all while working remote.

 
 

10:30 am - 10:45 am EASTERN

Leading at Speed with OneStream’s Intelligent Finance Platform
Presented by OneStream Software
Learn how OneStream’s Intelligent Finance Platform unleashes the power of Finance and empowers the enterprise with financial and operational insights.

Presenters:

  • Jennifer Fifer | Senior Solutions Consultant | OneStream Software
  • John O’Rourke | VP of Product Marketing and Communications | OneStream Software
 
 

11:00 am - 11:15 am EASTERN

Digital Transformation: Is Technology Helping Humans Race Ahead Or Leaving Them Behind?
Presented by Sage Intacct
While digital transformation holds the promise of enabling organizations to reshape their processes to yield significant benefits, we must not turn a blind eye to the potential downsides and human costs.

 
 

11:30 am - 11:45 am EASTERN

Continuous Integrated Planning with IBM Planning Analytics with Watson
Presented by IBM
Successful planning requires accurate data, a single source of truth, collaboration across organization and the flexibility to adjust plans and forecasts quickly. In this session, you’ll see first hand how IBM Planning Analytics with Watson, an Extended Planning and Analysis (xP&A) solution, not only automates and streamlines planning but integrates plans across every part of your organization, from Finance to Operations, Sales and beyond. And it does more than just plan –it analyzes data, reveals trends, and allows real-time iteration for continuous planning. With built-in predictive capabilities, you can create more accurate, timely forecasts, without the need of a data scientist.

Presenter:

  • Bill Primerano | WW Data and AI Technical Specialist, IBM Technology Sales | IBM
 
 

12:00 pm - 1:00 pm EASTERN

Leading Your Organize to Thrive Depends on Your Negotiation Skills!
During uncertain times, it is even more important for leaders to possess strong negotiation skills. Negotiation is not just a matter of buying and selling, it is a key factor in achieving corporate and personal goals, and negotiating skills play a huge part every aspect of your business -- from sales and purchases to staff management, financial incentives, and running a successful project.

Imagine improving your negotiation skills, and then training you team! The results can be a happier workplace, happier clients, and more profits! Join Heather as she shares the secrets to negotiating and influencing that you can implement immediately.

Speaker:

  • Heather Cole | Executive Coach/Business Analytics Advisor | Lodestar Solutions, Inc
 

1:15 pm - 1:45 pm EASTERN

LinkedIn Checkup
Hosted by FEI Dallas
Join your peers and get all your LinkedIn questions answered. Terry Sullivan, Founder of Buzz Pro will take a quick look at attendees LinkedIn profile and make suggestions for improving your profile.

 
 

2:00 pm - 3:00 pm EASTERN

Creating a Culture of Data Drive, Decision Making, and Metrics that Matter
In this session you will learn from Microsoft Finance leaders how they harness the power of data to drive decisions and action, including real examples from their digital and cultural transformation journey.

Speaker:

  • Gary Ennis | Senior Finance Director | Microsoft Corporation
 
 

3:15 pm - 4:15 pm EASTERN

Human-Centric Digital Transformation for Finance Leaders
The term "Digital Transformation" has been tossed around in recent years to describe a technology-first means to transform businesses. But what IS digital transformation, really? IT modernization? Process automation? Or a human-focused business imperative? In this session, we'll explore:

  • Deconstructing digital transformation to show how replacing manual processes with digital processes puts people first, rather than make them obsolete
  • Technologies like artificial intelligence and big data serve the transformation by elevating the work of humans
  • Human-centric digital transformation is a critical enabler for companies to anticipate and prepare for change

Speakers:

  • Rauli Garcia | Vice President, Strategic Marketing, Demand Generation, Medius Business Segment | Sage Group 
  • Tina Wang | VP Product Marketing | Sage Group
 
 

4:30 pm - 5:30 pm EASTERN

Cash Forecasting Accuracy: The How and Why
Cash forecasting leads to efficient working capital management and strategic resource allocation -- considered the building blocks of growth. Accurate cash forecasting entails predicting two primary components - Account Payables (A/P) and Account Receivables (A/R). While it is relatively straightforward to forecast A/P, the primary challenge is accurately forecasting A/R by regularly tracking customers' high-variance payment patterns. Analysts often rely on extensive spreadsheets, which are suboptimal for picking patterns across multiple transactions. This uncertainty in A/R cash forecasts prevents working capital optimization and leads to poor receivables turnover from high-risk accounts.

Processing months and years of transaction data based on mathematical formulas sourced from AI brings out the most accurate payment patterns. Reliable prediction of the A/R component stabilizes cash forecasts and allows planning of working capital weeks and months in advance. Join this session as we explore how to go about accurate cash forecasting - the crux of high-risk customer management, working capital optimization, and capital budgeting. Join this session and learn about:

  • Gathering and using the key drivers that improve cash forecasting accuracy
  • The Next Frontier: AI-based cash forecasting models
  • How variance analysis over multiple time horizons increases credibility with your CFO.
  • How improved accuracy in cash forecasting benefits A/R performance

Speaker:

  • Tracy Knight | Director, Solution Engineering | High Radius
 
 
 

Day 4 - Thursday, May 13 | 10:30 am - 5:30 pm Eastern

10:30 am – 10:45 am Eastern

30 Seconds a Day Can Change Your Whole Perspective - A Moment of Calm
Presented by Ledgent
Ledgent Finance & Accounting and Calm are teaming up to discuss how you can build mental fitness, improve focus, and boost productivity. Please join us for a quick and relaxing session as we share easy breathing exercises you can incorporate into your daily routine. Two lucky attendees will also walk away with a free 12-month subscription to Calm. Think of this as an investment in YOU!

 
 

11:00 am - 11:15 am EASTERN

Be Audit-ready With Visual Lease
Presented by Visual Lease
Get a sneak peek into the #1 lease optimization software on the market. We’ll show you how to generate audit-ready journal entries, disclosures and reports you need to get and stay compliant with ASC 842, IFRS 16 and GASB 87 lease accounting standards, automatically.

 
 

11:30 am - 11:45 am EASTERN

Cambridge Global Payments Live Demo and Q&A

Presented by Cambridge Global Payments

Cambridge Global Payments provides an award winning online platform for sending or receiving funds in over 140 currencies.  Allen Raines, National Account Manager at Cambridge Global Payments, will walk you through everything from exchanging currencies, sending or receiving funds, and mitigating currency exchange risk in this interactive session.

Presenter:

  • Allen Raines | National Account Manager | Cambridge Global Payments
 
 

12:00 pm - 1:00 pm EASTERN

Driving Innovation Through the Finance Department
The ongoing COVID-19 pandemic highlighted the critical role financial leaders play within their organizations. The remote work environment and market volatility accelerated digital transformations and the shift toward new business models already happening in finance. As these business models are adapted and re-built, financial leaders find themselves in a unique position as the catalyst for change, extending their influence throughout the organization.

During this fireside chat, gain insight into how to challenge the status quo, encourage open-mindedness to change, and foster a creative atmosphere that drives innovation and growth.

Speakers:

  • Maggie Martensen | CFO | Cristo Rey Jesuit High School
    Past President of FEI Chicago
  • Amy Shelly | Chief Financial Officer | OCC
 
 

1:15 pm - 1:45 pm EASTERN

Speed Networking
Hosted by FEI Chicago
Join a fast and fun speed networking session. No holds barred. Meet fellow FEI members from around the country and share a laugh with us.

 
 
 

2:00 pm - 3:00 pm EASTERN

Economic Update: From Crisis to Recovery
As our country begins to confront the new realities of a post-COVID world, stabilizing an economy struggling to rebound from the pandemic is critical. The recently passed American Rescue Plan Act of 2021 provides relief to speed up the U.S. recovery from the economic and health effects of COVID-19. Learn about the impact this bill will have on the markets, economy, and investments, and get up-to-speed on geopolitical issues that may influence the economy.

Speaker:

 
 

3:15 pm - 4:15 pm EASTERN

The Time is Now: Get Ready for the Intersection of ESG and Financial Reporting
Investors, lenders, and customers are increasingly asking for the disclosure of environmental, social, and governance (ESG) data. From surveys to glossy reports, ESG reporting is no longer an ad-hoc exercise. Although ESG was historically handled by corporate communication or even marketing teams, it’s now broadening to squarely include the office of the CFO, particularly as finance teams’ most important constituencies are asking for ESG disclosures.

In this session, we’ll discuss why ESG is increasingly top-of-mind for capital markets and regulators, and what this means for finance teams. We’ll also explore how ESG is enabled by technology to be a competitive advantage for your company, and your career.

After this session, attendees will be able to:

  • Explain why ESG reporting is important to the capital markets
  • Describe the current conditions that have put ESG at the forefront of regulators
  • Recognize the types of data and ways to ensure data quality relevant for ESG  and financial reporting
  • Consider how technology can enhance your company's approach to ESG to create a competitive advantage in the marketplace
  • Recognize how undertaking ESG ownership can transform skill sets and careers

Speakers:

  • Mandi McReynoldsSenior Director of Environmental, Social & Governance | Workiva
  • Chris PowerSenior Manager, Technical Accounting & SEC Reporting | Salesforce
  • Steve SoterSenior Director of Product Marketing and Accounting Industry Principal | Workiva
 
 

4:30 pm - 5:30 pm EASTERN

Technology's Role in Changing the Finance Profession
What is technology’s role in keeping the finance profession functional and relevant? The recent pandemic forced change for the finance professional and with that change came massive disruption on how we do business and collaborate with clients. Selecting the “right” technologies was a recent differentiator in an organization’s ability to survive. Some struggled with client service, some encountered challenges with a remote workforce, while others did not miss a beat.

Jim will share his perspectives on what he witnessed during this period of change – the good and the bad, and he’ll share some of the best practices for technology in finance around technology and innovative solutions in this new world. You’ll gain a new appreciation and awareness about some of the unique technologies that are ready to take finance to the next level, as well a clear directive to your IT support personnel on the technologies and platforms that should currently be under consideration -- allowing your finance teams to function whether staff are working in the office or working remotely.

Speaker:

  • Jim Bourke | Partner, Member of the Board of Directors and Management Committee | Withum 
 
 
 

Day 5 - Tuesday, May 18 | 10:00 am - 5:30 pm Eastern

10:00 am – 10:15 am Eastern

Best Practices for the Month-End Close
Presented by FloQast
The way we work has drastically changed over the past few months. With finance and accounting teams working virtually, the importance of team collaboration and an accurate month-end close has grown exponentially.

Join FloQast's Q&A and Demo session to see firsthand how close management software from FloQast empowers your team to close the books faster and more accurately, all while working remote.

 
 

10:30 am - 10:45 am Eastern

AI-Powered Integrated Receivables Platform For The Office of the CFO
Presented by HighRadius
HighRadius creates value for the office of a CFO by providing end-to-end automation for the accounts receivables and the treasury department. Our AI-powered Integrated Receivables platform has helped 400+ companies optimize their working capital, safeguard their cash flow and reduce their DSO and bad debt - enabling them to flourish despite a turbulent economy.

In this live demonstration, our solution expert will give you a sneak peek into our AI-powered cloud solutions for order-to-cash: credit, collections, billing and payments, deductions and cash application - all integrated on a single platform. You will get to see how the different modules of our solution “talk” to each other in real-time, and could work together to increase A/R department productivity, improve customer experience and provide better visibility and control over global receivables. 

 
 

11:30 am - 11:45 am Eastern

Automated Reporting Across the Organization
Presented by Workiva
Workiva brings together teams, data and sources to streamline various internal and external reporting processes. Our platform helps eliminate the risky, time consuming manual tasks associated with gathering and staging data for analysis and population in key end deliverables. This session will include a high level demonstration of Workiva's capabilities to automate data extracts from source systems and prepare data into meaningful summarizations for analysis and report publishing.

 
 

12:00 pm - 1:00 pm EASTERN

Leadership in a Distracted and Remote World
Our communication preferences have a lot to do with our generation; what we experienced as children and how we were raised. As children our communication preferences were cemented, and for most of us, those same partialities are the ones we rely on today as leaders. We presume others share our communication preferences; that others will want to exchange information the same way we do. Yet nothing could be further from the truth.

In today’s world with so much pulling at our attention and our teams working remotely, teams seek leaders who can cut through the clutter and get their messages through. Now more than ever teams need leaders who are empathetic succinct, reliable, and honorable. Each member of a team wants to boast that his or her boss “gets me”, and communication plays a big role in that.

This session will explore the preferences of each of the five generations so that you will learn what each of your generations of employees needs from you. When you leave, you will have the insights and easy-to-apply tactics to quickly see results and successfully lead your teams, even in a remote environment.

Speaker:

  • Cam Marston | Author and Corporate Authority | Generational Insights
 
 

1:15 pm – 1:45 pm Eastern

FEI New Member “Meet and Greet”
FEI’s Member Services and Chapter Support
Connect with your peers, FEI President and CEO Andrej Suskavcevic, CAE, and Incoming FEI Board Chair, Kevin McBride, VP of Finance, CAO and Corporate Controller of Intel for an interactive discussion about FEI's member benefits and professional development offerings. FEI’s Member Services and Chapter Support team will also be on hand to answer any questions you have to ensure that you make the most of your member experience.

 
 

2:00 pm - 3:00 pm EASTERN

Driving Finance and Accounting Innovation without Learning to Code
In this session you will learn ways that Microsoft's Finance team is using low-code/no-code tools -- like Power BI, Power Apps and Power Automate -- to empower it's people to drive efficiency, innovation and compliance, without advanced technical skills.

Speakers:

 
 

3:15 pm - 4:15 pm EASTERN

Managing Employee Risk Post COVID: HR and Legal Update
Businesses have faced unprecedented uncertainty and new risks as they have navigated through the COVID-19 pandemic. As we pivot towards a return to pre-pandemic workplace, finance leaders need to apply the "new rules" for managing employees and operations. This session will feature a discussion of practical advice about the latest rules and how to manage these issues and mitigate risk.

Speaker:

  • Chris Santomassimo | General Counsel and Chief Compliance Officer | Santomassimo Davis, LLP 
 
 

4:30 pm - 5:30 pm EASTERN

ESOP has an Exit Alternative
The session will cover how to use an ESOP as an alternative structure to private equity or strategic buyer. The panel for this session will discuss the interplay with the Department of Labor governance considerations, tax benefits of an ESOP Structure, typical structure of ESOPs, benefits to the Company employees and M&A activity post ESOP transaction. The panel will consist of executives from ESOP owned companies and professional advisors to the ESOP community.

Speakers:

 
 
 

Day 6 - Thursday, May 20 | 12:00 pm - 5:30 pm Eastern

12:00 pm - 1:00 pm Eastern

Top Concerns for CFOs Post Pandemic
The roles and responsibilities of CFOs and finance teams were already evolving before the global pandemic hit, but the challenges of COVID-19 have accelerated the pace of this change. Finance leaders are being asked to assist in ensuring business resilience in the short term, support commercial and operational recovery, and drive the change required to adapt to the new business reality. This session will discuss the new reality for finance leaders in a post-COVID world.

Speakers:

 
 

1:15 pm - 1:45 pm Eastern

Rockstar Networking
Hosted by FEI Northeast Ohio
As we look forward to "getting the band back together" at the 2022 Financial Leadership Summit in Cleveland, join your peers in your best rockstar garb for a special presentation on guitar legends streamed live from "The Garage" at Rock & Roll Hall of Fame. The best rockstar outfit will win a special prize!

Get a sneak peek into some of the ideas the 2022 Conference Planning Committee is working on for next year's conference and have an opportunity to provide some of your ideas.

 
 

2:00 pm - 3:00 pm Eastern

CFO Roundtable - Post Covid 19 - Going Forward: What Have we Learned Going Forward
The COVID-19 pandemic challenged many businesses, but it also presented growth opportunities for forward thinking companies and leaders. Join a panel of your peers as they share lessons learned from the pandemic. Our panel will discuss how they are using lessons learned over the past year to ready their organizations to adapt to a new business reality that supports innovation and growth.

Moderator:

Speakers:

 
 

3:15 pm - 4:15 pm Eastern

How AI-Infused Planning and Forecasting are Shaping the Way Finance Teams Do Work
As we enter new era of finance transformation, forward-thinking businesses have strategies that are focused on digitization, process automation, agility, transparency and data-driven decisions. Technologies such as artificial intelligence (AI), predictive analytics, in-memory processing and cloud are changing the way finance professionals work and increasing the value finance brings to the organization. Join us for a discussion on how AI-infused planning and forecasting are being used today to make smarter business decisions and drive future-ready business performance.

Speaker:

  • Jim CollinsWatson Applications and Solutions Strategy Executive - Business Analytics | IBM  
 

4:30 pm - 5:30 pm Eastern

How to Become Your Company’s Moral Compass
Today’s CFOs handle far more than just financial operations. They serve in the company’s trenches, shaping strategy and culture — which means they also have a fiduciary responsibility as the company’s conscience. Even so, many CFOs struggle to balance personal values with company performance. As a result, many adopt a “work persona” — a caricature of the type of leader they believe others prefer: the hard-nosed skeptic, the technical expert, the know-it-all.

In this talk, John explains how to avoid the Persona Trap and unleash the power of a fully authentic self in the workplace. He provides practical exercises for dialing into your authentic values and talents, sharpening communication and strengthening your influence throughout your organization.

Speaker:

  • John Rex | Executive Coach & President | Rex Executive Leadership
 
 
 

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