The CONNECT Steering Committee consists entirely of your contemporaries, meaning we tackle the trends with potential to make profound impact in the financial domain.
Financial Leadership & Innovation Teamalytics - National Director of Leadership Processes
Review three case studies of business teams that learned how to use behavioral analytics to eliminate the counterproductive behaviors that were keeping them from having fun, hitting goals, and earning their commissions and bonuses.
Key Takeaways:
The #1 mistake team leaders make when it comes to building an engaged and effective team.
The 8 most common counterproductive behaviors on teams and the behavioral metrics use to measure them.
The 3 things that Rockstar team leaders do that the Strugglers don’t when it comes to building and optimizing teams.
A predictable, proven process for eliminating counterproductive behaviors so that your team can have fun, hit goals, and earn commissions and bonuses.
Speaker
Lyle Wells
National Director of Leadership ProcessesTeamalytics
Financial Technology, Tools & Trends Capital One - Regional Vice President
You have access to the latest technologies—but how do you actually implement them? Although the payments industry is innovating at a rapid pace, the 2017 survey on payment evolution conducted by Capital One and NAPCP showed varying degrees of implementation. The missing piece of the puzzle to introducing new technologies is making the transition from old processes to new ones. With the increased focus on innovation in 2018, working with clients—training, migrating and onboarding—is more critical than ever. Attendees will be able to:
Key Takeaways:
Understand key survey results
Briefly discuss the course of payment evolution over time
Get insight into barriers companies face in adopting new payment technologies, and how to overcome these barriers
Forward-Thinking Financial LeadershipCorporate Tax Incentives - Managing Director of Research & Development Corporate Tax Incentives - Director of Credits & Incentives
Today’s CFOs must evenly spread their traditional CFO role and that of strategist across their business. More than ever, finance leaders serve as strategic advisers who work to advance business outcomes. When considering toppings for deep-dish growth – whether cybersecurity, risk management, sustainability, productivity, etc. – tax incentives offer CFOs the right ingredients to bake up a thick pie of working capital. In this session, we will discuss tools, tactics, and approaches to rolling out the working capital dough with innovation through tax incentives.
Key Takeaways:
Understand how everyday business activities could qualify for valuable tax savings
Grasp key indicators that signal the potential for big savings
Learn how CFOs can put themselves in the best situation to document and capture these tax incentives
Speaker
Mitch Feldman
Managing Director of Research & DevelopmentCorporate Tax Incentives
Stephanie Banuelos
Director of Credits & IncentivesCorporate Tax Incentives
Forward-Thinking Financial LeadershipWarner Bros Entertainment Inc - Former Vice President Financial Process Improvement
As a leader in finance, it is vital that we produce value for our respective companies. Executives depend upon our critical thinking, analytical and presentation skills. Leveraging our teams is the most important factor in meeting our functions objectives. Deborah Newman developed servant leadership, that focuses on providing teams with the tools, opportunities and coaching they need to produce phenomenal results. Other by products of her approach include creating an uplifting environment, engendering team loyalty and providing optimal value to the company.
Key Takeaways:
Establish loyalty with your team
Achieve optimal results
Create an uplifting environment
Optimize your teams talent by focusing on individual strengths
Speaker
Deborah Newman
Former Vice President Financial Process ImprovementWarner Bros Entertainment Inc
Leading Financial StrategyHARIBO of America - Executive Vice President & Chief Financial Officer
The leading role of Finance in modern businesses is to be an active custodian and an inspiring copilot and leader. Strategies and Planning are the beginning to copilot the business, its leaders and organization towards driving sustainable and profitable business results. Finance Leadership is a journey of engaging internal and external stakeholders towards success. During the journey, Finance will be guiding performance and promoting business resilience and governance.
Key Takeaways:
Strategic CFO Leading Company to Sustainable Growth
Mergers & Acquisitions
Transactional Mind Vs Being a Business Partner
Speaker
Wes Saber
Executive Vice President & Chief Financial OfficerHARIBO of America
Leading Financial StrategyToptal - Regional Director
Talent strategy is critical to an organization’s ability to innovate and quickly pivot to fuel growth and stay ahead of competition. Sachin Bhagwata will share his unique insights on the industry-wide shift in talent management and how companies are increasing ROI from the “human cloud” and blended workforce operating model – the future of work.
Today’s chaotic labor market presents deep challenges for HR executives. Traditional employee benefits may not provide quantifiable results for large organizations or offer employees what they really want. Offering an on-demand pay benefit is a cutting-edge way for HR to give employees what they really need, which in turn creates a more engaged workforce. This has been proven to decrease turnover and its associated costs, ultimately increasing your company’s profitability.
Key Takeaway:
Discuss the changing workforce, their expectations and what you need to do to attract and retain them
Evaluate a daily pay benefit to expand your voluntary benefits portfolio and contribute to reducing turnover
improved their employee experience with a no-cost benefit
Financial Trends, Innovation and Digital TransformationSargento Foods Inc. - Chief Financial Officer
Digital transformation…it means so many things to so many people. What is it and how can it benefit the Finance and Accounting function and my broader business?
Technology has transformed our lives in many ways, but the benefits of technology in the workplace typically lag those in our personal lives. In the quest to bring those benefits to the office we often initiate projects that require significant investments, time, and organizational effort. These projects rarely come in on time or budget. But more importantly, they often fail to deliver the efficiencies and user experience promised. In this session, we will discuss how to think about digital transformation as a journey and the foundational elements required for success.
Key Takeaways:
Digital transformation typically isn’t a discreet project with a clear endpoint.
Workplace digital transformations have an unrealistically high bar when compared to our personal lives.
Before you launch a formal digital transformation project, make sure you have the key elements in place to maximize success.
Financial Trends, Innovation and Digital TransformationDivvy - Chief Business Officer
Your financial tech stack can mean the difference between being strategic and having a headache at the end of each month. In this session, we’ll dive into best practices to empower your team to better manage your business’s total spend.
Key Takeaways:
Best practices to improve your financial tech stack
A proactive approach to managing your finances
How to better understand your business’s total spend
Leading Financial StrategyGallagher - Northeast Region & Mid-Atlantic Region CFO Gallagher - HR Director Mid-Atlantic & Northeast Regions and National Risk Control
Due Diligence for Mergers and Acquisitions is all about the numbers and the people – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now? Matt Poleski, Gallagher Northeast & Mid-Atlantic Region CFO and Pam Brown, Gallagher HR Northeast & Mid-Atlantic Region HR Director examine the top questions you face once an acquisition is closed.
Key Takeaways:
Should we integrate all at faster all at once – or should we go slower making sure every project is implemented precisely?
How should the acquiree prioritize integration projects versus running the day to day operations?
What things can I take credit for as early wins?
What key success factors should I measure?
Speaker
Matt Poleski
Northeast Region & Mid-Atlantic Region CFOGallagher
Pam Brown
HR Director Mid-Atlantic & Northeast Regions and National Risk ControlGallagher
Financial Trends, Innovation and Digital TransformationCorcentric - Regional Vice President Sales
New technologies are changing procure-to-pay as we know it. The function is becoming more streamlined, more transparent, and more seamlessly integrated with enterprise systems and processes. But that will only be the case for organizations that know how to take advantage of emerging technologies such as electronic invoicing, business analytics, mobile and more. Don’t be left behind!
Key Takeaways:
The latest automation benchmark data in procure-to-pay
The five automation trends that will have the biggest impact on procure-to-pay
What organizations can do to prepare for each trend, so they’re not left behind
The benefits organizations can achieve by automating their procure-to-pay lifecycle
Leadership, Teams and TransformationWorkforce Interactive - Founder
We hold these truths to be self-evident, that employees who value personal accountability reduce operating expenses by way of better safety records and subsequently fewer workers’ comp claims, more desirable attendance records, lower association with shrinkage, theft, fraud, misconduct, etc.
Conversely, high-risk employees love profit sharing programs, whether you offer one or not. In other words, we all know that values matter and those employees with riskier values can negatively impact operating performance. The question has always been “what can you do about it?” In this session that question will be answered. Join us to see how values are directly linked to operating performance. Find out how a science with Nobel Prize nomination credentials can measure values like a thermostat measures temperature, and, as a result, help the “C Suite” reduce and/or avoid expenses, and increase revenue.
Key Takeaways:
Discover how to correlate workforce values to operating data like:
Progressive Governance, Risk and Compliance TrendsAmerican Outdoor Brands - Vice President
As data privacy regulation has taken hold, and companies are wrestling with how best to manage the risks associated with collecting, handling, securing and transferring personal information the corporate mindset over personal data needs to shift. To ensure corporate buy in, regulatory compliance and overall data privacy control, companies should begin to think of the data they collect similar to the way they manage and protect cash. Similar to cash, managing personal data should involve an awareness of where data is coming from, how it is received, what happens to data once “inside” the company and what has happened when data is transferred out? As a result, effective data privacy control has become a key element of risk management.
Key Takeaways:
New Definition of Personal Information
Overview and Awareness of current and upcoming data privacy regulations
Key risks associated with data privacy and control objectives to help mitigate exposure and risk
Stakeholder expectations with regard to the handling of personal information
HR Strategy and Leadership DevelopmentNorthwestern University - Director, HR Business Partners/Consulting & Policy
Northwestern HR has been on a transformation journey touching and impacting every employee in HR as well as the community served. The department has redefined and repositioned itself as a valued partner across the University by tapping into and leveraging the talents, knowledge and experiences of each HR staff member to increase HR’s credibility throughout the organization. During the presentation, you will learn how HR leadership designed and implemented large-scale change initiatives to revitalize HR, expand capacity and increase efficiency/effectiveness while driving engagement and high performance.
Key Takeaways:
It is possible to radically transform an organization while driving engagement
Having “dress rehearsals” ensure success with clients served
Working hard and having fun are not mutually exclusive even during times of strategic change and decision-making
Speaker
Stephanie Griffin
Director, HR Business Partners/Consulting & PolicyNorthwestern University
Financial Trends, Innovation and Digital TransformationOCC (Options Clearing Corporation) - Chief Financial Officer
In the financial markets, risk management is everything – but not every company has committed to placing a risk-oriented mindset at the core of its corporate culture. How can CFOs collaborate with their risk departments to position proactive risk management as an enterprise-wide rallying cry instead of something strictly relegated to the risk team? And what are the benefits of doing so?
Key Takeaways:
The role that CFOs play in guiding cultural change within the finance department and across the organization, and how they can help their risk departments position the topic of “risk-oriented culture” as a mainstream issue within the company.
How a risk-oriented company culture helps OCC do its part to manage “chaos” in the marketplace, by arming the organization with the tools needed to address market volatility and disruption – and how other companies can adopt this mindset.
The benefits of market stability, confidence and integrity that a proactive, risk-oriented corporate-wide mindset within SIFMUs and other financial institutions provide for investors and the broader marketplace.
Leading Financial StrategySalesforce - Vice President of Quote-to-Cash Solutions
Finance’s role with the customer relationship is rapidly changing due to the emergence of recurring business models, such as subscriptions or consumption based contracts. These changes require Finance to transform people, process, and technology as the collaboration of Sales, Service, and Finance becomes essential to ongoing customer success. We will explore this change, including implications for growth, key benchmarks, and recommended processes.
Key Takeaways:
Review benchmark data to better understand changes happening in the market
Discuss how the role of Finance is evolving with business model innovation
Outline how to take advantage of these changes to drive automation and reduces quote-to-cash manual processes & costs
Share examples of how other organizations are driving growth through quote-to-cash digital transformation
Speaker
Brion Schweers
Vice President of Quote-to-Cash SolutionsSalesforce
Discuss the varying challenges of leading the Finance organization during a turnaround including, working capital, capital allocation, capital structure and core financial reporting.
Key Takeaways:
Strengthen your balance sheet & access to capital
Blocking and tackling; no distractions with external reporting
Cash management & optimize working capital
Insightful business partner and helping the commercial teams succeed
Financial Trends, Innovation and Digital TransformationAdra by Trintech - President
The financial close process is a journey that can be improved with Breakthrough Simplicity. Do you own it? Or does it own you? As financial leaders, the downside of not owning it is increased exposure to risk and less time spent on those strategic, value-added initiatives. Your organization needs to be a platform for strategic growth, not a hindrance. Ready to own your journey?
Key Takeaway:
Identify and assess what stage of the financial close process you are in
Incremental steps you can take to ensure forward movement
Financial Trends, Innovation and Digital TransformationLucaNet North America - Managing Director TruRoad Holdings - Chief Financial Officer
Digitization, AI, Blockchain, and Cloud are changing the “Art of Possible” for modern businesses. Organizations with Forward-Thinking Leadership are actively seeking ways to utilize these technological developments to maximize value and profitability. For the contemporary CFO, these technologies can have tremendous benefits, but can also create compounding inefficiencies. We will discuss the importance of preparing your business to make the adoption of these new technologies easier, and provide the efficiencies promised.
Key Takeaways:
The importance of the technological waves that are changing the landscape for businesses
How to prepare for Digitization within in the financial profession
The benefit of strategic preparation in unison with contemporary technology
Financial Trends, Innovation and Digital TransformationKraft Heinz - Global Director of Finance IT
The next stage of finance and accounting is already taking shape with the use of AI and RPA, is your company prepared? AI can provide greater insights into your business while RPA saves you time and money.
Forward-Thinking Financial LeadershipJACK Entertainment LLC - SVP Finance and CAO
Creating and sustaining high performance teams are central to the ability to deliver on a company’s strategy. Accomplishing this goal takes intentionality from recruiting, onboarding, training, development, mentorship and engagement. We will review strategies and techniques to build and sustain powerful team of people to help drive and deliver on your mission.
Key Takeaways:
Techniques to find the people you need for tomorrow.
Approaches to maximize the effectiveness of talent once you find it.
Approaches to use diversity among people to deliver exponential results.
Digital TransformationHighRadius Corporation - Regional Vice President, Sales
EY’s Global Capital Confidence Barometer survey, revealed that 50% of CFOs are making the shift to a digital business model a priority over the next three years. That is the kind of strategic focus CFOs have on digital enablement.
CFOs who don’t embrace this technology shift will be caught playing catch-up as their competition takes advantage of the digital culture to gain traction in the industry.
Join this session to understand what the CFO’s role is going to be in the digital age, how they can play the role of a changemaker, and build an agile finance organization with technology.
Key Takeaways:
Find out where you are on the journey of digital transformation?
How AI and RPA can change the way you perceive the finance functions?
How can you be a strategic leader this change?
Understand, how “digitalization” has changed the expectations in finance
Financial Trends, Innovation and Digital TransformationHitachi Consulting - VP, Americas Business Consulting Lead Hitachi Consulting - Senior Director, Solution Enablement
Attend Hitachi’s keynote to learn how to turn digital ideas and strategies into practical, scalable solutions to transform operational processes, improve the customer experience and create new business models to drive innovation and growth. Learn how to manage change more effectively, help your people to work in new ways, and increase the effectiveness of your organization. Learn the steps to roadmap your digital transformation journey: making it real so you can generate greater efficiency and new revenue streams. Hear customer case studies demonstrating Hitachi’s deep experience in advanced operational and information technologies including IoT, AI, machine learning and analytics.
Attend Hitachi’s keynote to learn how to:
Map your Digital Transformation Journey
Transform for Operational Excellence
Assess your Digital Readiness and Data Insights
Engage Hitachi Financial Solutions for Growth and Measurable Results
Hitachi is a pioneer in IoT solutions and operational use cases spanning multiple industries. With over a century of experience as a manufacturer, technology developer and service provider, we have first-hand knowledge of the challenges you face and have likely addressed them within our company. Most of all, our core values and focus on social innovation not only can help make your business better; they can help make society better, as well. Learn more www.hitachiconsulting.com
Speaker
Susan Anderson
VP, Americas Business Consulting LeadHitachi Consulting
Financial Trends, Innovation and Digital TransformationHost Analytics - VP of Product Marketing
The role of Finance is evolving along with the tools needed to collaborate and empower business users. The days of dedicating large amounts of Finance time and resources to collect, integrate, and update budget and forecast data from budget owners will be a thing of the past. Learn how Finance can be a better partner to the business, empowering business users to run their businesses better, while making business users more accountable and reducing the strain on limited financial resources.
Considering the flexibility people have grown accustomed to, it’s easy to see how traditional work benefits suddenly seem restrictive, too “one-size-fits-all”. To keep up, benefit plans need to diversify and give employees more ability to personalize their benefits. This can add a level of elasticity to workplace culture and make for a more positive employee.
Select a healthy mix of benefits to include something for everyone, considering multiple dimensions of wellness is a common strategy that more firms are leaning toward. These dimensions include occupational, intellectual, physical, financial, and social and can help create a diverse benefits program that will be valuable to an equally diverse employee population.
Key Takeaways:
Flexibility is key – 89% of HR professionals reported an increase in employee retention after launching flexible work arrangements
Sitting is the new smoking – Obesity & chronic disease account for $147 billion per year
Corporate wellness is increasingly being viewed as a key to success – 94% of US CEOs believe a health and wellness program is essential to attracting top talent
Progressive Governance, Risk and Compliance TrendsHSBC USA - Executive Vice President , Head of Regulatory and Risk Analytics
Financial risk management has experienced substantial changes in the past decade. The prevailing trends of changes would profoundly transform banking industry even more in the upcoming years. These trends include more demanding of global regulations, more important of non-financial risks, stress testing emerges as a major supervisory tool, broader and accelerated adoption of digital technology and new techniques including artificial intelligence and machine learning, more reliance on the advanced analytics as a service, and more collaboration between risk, finance and other business and functions.
Key Takeaways:
More demanding global regulations
More important of non-financial risks
Accelerated adoption of digital technology
More important of advanced analytics
Speaker
Gordon Liu
Executive Vice President , Head of Regulatory and Risk AnalyticsHSBC USA
Financial Trends, Innovation and Digital TransformationZoho - Head Of Product Management - Global Tax, Accounting And Payroll Solutions
As we witness the rapid technological changes brought about by cloud computing and artificial intelligence, the role of a CFO is changing. We will learn what characterizes a digital CFO. We will also identify the current focus areas of CFOs that can be transformed with cloud and AI, helping CFOs switch from a financial gatekeeper to a customer-driven finance function that drives strategy.
Key Takeaways:
Playing a more strategic role: How integrated cloud solutions can help CFOs play a larger role in business transformation
The Old CFO vs the new digital CFO
The three Cs: Cost, Compliance and Control, and how cloud and AI change the traditional demands on Finance
The 4th C – Customer: Transitioning to Customer-driven finance function
Speaker
Prashant Ganti
Head Of Product Management - Global Tax, Accounting And Payroll Solutions Zoho
Leading Financial StrategySupplyCore Inc - Chief Financial Officer
How SupplyCore leverages Strategic Execution Management Software (SEM) and strategic treasury management technologies to drive global growth and improve earnings.
Key Takeaways:
Describe the emerging market of Strategic Execution Management Software (SEM)
How SupplyCore leverages SEM as a backbone to drive global growth
How SupplyCore has built treasury management as a strategic driver to improve cash flows and earnings
Modern CFOs are the Chief Performance Officers. Effective business performance management requires value driving Finance organization, clearly defined and shared objectives, goals, and priorities, effective performance measurement & reporting, strong business partnership, and dynamic performance management. Leadership to deliver commitment is also equally critical. The presentation will cover each of these key areas and a case study to demonstrate the process and the outcomes.
Key Takeaways:
Modern CFOs are Chief Performance Officers
Effective performance management requires well defined and aligned objectives and execution agility.
Clearly defined, easy to understnad performance measures and strong business partnership are critical to sound business performance management.
How to deliver outstanding outcomes through dynamic business performance management and leadership to deliver commitments; Case Study.
Speaker
Bhadresh Sutaria
Chief Financial OfficerAMSOIL
Executive Steering Committee
Experienced financial leaders work with us to focus our program on the developments that will move the needle at your company.
Neighborhood Housing Services of Greater Berks Inc
Brian NelsonCFO
Teletrac Navman
Dave Sackett CFO
ULVAC Technologies Inc
Domenic PrinzivalliCOO & CFO
EFS
Don Wademan CFO
Garner Industries Inc
Donna Garcia Vice President, Finance
Presbyterian Healthcare Services
Douglas Olds CFO
EPAY Systems Inc
Frank AcitoCFO
Yellowstone Club
Guita SharifiCFO
AIDS Services Foundation
Holly NelsonCFO
Silver Star Brands, Inc.
Holly Ward CFO
M.G. McGrath, Inc.
Javed Akbar Chief Risk & Audit Officer
Rafal Group
Jeff DoodCFO
City of Grand Rapids
Jeffrey FriedmanCFO
Savi Technology
Jim Altman CFO
Welch Equipment
Jim Farrell CFO
Globus Management Group, LLC
Joe LakdawalaVice President Finance and Operations
Stenograph LLC
John Robert Pharr CFO
North Texas Real Estate Information Systems, Inc.
John Thomas, Jr.Vice President, Finance – Americas, Europe & North Asia
Etihad Airways
John Wilkinson Chief Financial Officer & Vice President, Finance
Tusculum University
Kapil Mehta CFO
Allied Digital Services LLC
Kathleen ReillyCFO
Diba Industries
Kenneth JonesVice President and Chief Financial Officer
The Annie E. Casey Foundation
Kisha WesleyDeputy Chief Financial Officer
Georgia Department of Public Health
Linda Demma CFO
Boker's, Inc.
Margie Erinle CFO
Institute of Scrap Recycling Industries Inc
Mark GitlenActing Chief Operating Officer and Chief Financial Officer
Armenian General Benevolent Union
Max Baca VP Finance & Administration / CIO
New Mexico Highlands Univesity
Michael MorackSVP, Global Finance Operations
ConvaTec PLC
Mohammad Asif Chief Financial Officer - Residential Development
Emaar The Economic City
Neil WatanabeCFO
US Auto Parts
Noordin MolooCFO
Project HOPE
Olga Martynov CFO
TM Forum
Pamela Henderson CFO
An Esteemed Audience
Over 80% of the Fortune 100 joins us each year for what has been voted the “most effective trade show” for over a decade. Use our tools to demonstrate ROI to your C-Suite.
CONNECT CFO is an invitation-only trade show for executives working in finance. It bridges you to the most profitable solutions and information for your crowning priorities.
Have Questions?
We’ve answered a few FAQs to get you started. For any other questions, please don’t hesitate to contact us!
he cost of producing CONNECT CFO is underwritten by our sponsors, who are more than willing to make the investment in such an exclusive audience. Your pass includes:
Personal concierge and custom schedule
Access to all programming and speakers
Overnight hotel accomodations
5 star onsite catering
$200 travel voucher
Personal meetings with leading solution providers of your choice
The most important thing you can do is take the time to complete your registration. Your registration is the basis for all of our methods of personalizing your experience. The more accurate and complete your registration is, the easier it is for us to select opportune sessions and schedule private meetings for you.
Flight reimbursement is limited to 2 attendees per company for those traveling over 100 miles to attend. A check is delivered to you personally at the end of the event, after you have completed your schedule of research meetings with exhibitors.
Based on the details of your registration, we carefully select up to 10 best-fit exhibitors for you to meet with. You’ll have the opportunity to approve both your sessions and meetings schedule before the event. Each meeting is 25 minutes long and focused on solving a specific priority you have a listed.
There is a strong focus on enterprise and midmarket organizations at the Connect CFO Leadership Summit. We quantify midmarket companies as 100-1,000 employees and/or $50M – $1B in annual revenue. We quantify enterprise companies as 1,000+ employees and/or $1B+ in annual revenue.
We are looking for executives with genuine needs for new solutions and buying influence or authority. Invitations are extended to Controllers, Directors of Finance, VPs, SVPs and C-level Executives. There is a strong focus on enterprise and mid-market organizations at the Connect CFO Leadership Summit.
Our Schaumburg hotel accommodations boast stylish design and luxurious comfort. Located in an accessible hub with a sophisticated collection of retail and culinary options such as Sam & Harry’s and Woodfield Mall, this Schaumburg, Illinois hotel serves as an indigenous ambassador for entire Chicagoland area…and a gateway for the entire Midwest.
Accommodations must be booked through the conference organizers and not through the venue directly. We cover the first night and offer a discounted rate. Spouses welcomed. For reservations please contact:
The nearest airport is Chicago O'Hare International Airport (ORD), which is less than 15 miles away. Alternatively, you may fly into Chicago Midway International Airport (MDW). This hotel does not provide shuttle service. Taxis are readily available at the airport.
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