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 means everything to today’s changing workforce. Innovation, community, empathy and personal growth must be cultivated and prioritized for your company to thrive. Our educational sessions will discuss leading the charge and building the foundation of evolution for CFO’s.
Learn how to strategically manage your operations for maximal success. Data and technology have changed the implications of the word optimization. When everything can be measured and most things can be automated, the benchmark for improvement is continually adjusting upwards. Stay in the know of today’s uproarious economic climate and proceed accordingly. We’ll cover Capital Markets, M&A, fundraising, financing and general banking.
With so many disruptive technologies hitting the scene, the world of finance and accounting have been cracked wide open. Leveraging the cloud, AI, automation, digitization, block-chain and centralizing data are just the surface for working faster and smarter. Learn everything you need to keep pace and beyond.
Navigate the many inherent challenges that come with the job. We’ll discuss strategies for diverse boards and executive teams, auditor selection, changes to GAAP Revenue Recognition, risk identification and effective GRC management.
High Profile Speakers
20+ CFOs share strategic endeavors and skillful insights as they make way in today’s financial landscape. Our Fall 2020 speaker line-up includes:
Financial Trends, Innovation and Digital TransformationTeamalytics - Sr. VP Consulting
Your people are smart and talented, but frustrating to work with and lead sometimes. Your problem is not your team members themselves, but rather a stubborn and elusive enemy: counterproductive behavior. Learn how teams around the world are leveraging the power of behavioral analytics to eliminate counterproductive behaviors so they can hit their goals, have fun, and earn more.
Key Takeaways:
How many of the world’s most respected Fortune 500 companies and PE firms optimize their teams to deliver stunning business results
The #1 mistake team leaders make when it comes to building an engaged and productive team
The 8 most common counterproductive behaviors on teams and the behavioral metrics used to measure them
The 3 things that Rockstar team leaders do that the Strugglers don’t when it comes to building and optimizing teams
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
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
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.
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 TransformationOneStream Software - Chief Marketing Officer
The future of finance is now. Over the last decade, Finance teams have continued their transformation from backward to forward-looking and have been navigating their firms through digital disruption. Today, many face new demands to address risks & compliance, the war for talent and to reshape business models. Further, transformative technologies like the blockchain, robotic process automation (RPA) and machine learning are forcing finance leaders to think differently about how they will transact, report and analyze their business in the future. Still, despite billions of dollars invested into ERP and first-generation corporate performance management (CPM 1.0) solutions – almost 50% of CFO’s do not believe they are prepared to meet the demands of the strategic priorities of their business.
Forward-thinking finance leaders are thinking bigger to address business demands – and are creating a new foundation for change with CPM 2.0 platforms. Designed to address the same business challenges as CPM 1.0, CPM 2.0 platforms provide a modern approach that aligns to today’s most sophisticated processes, leverages new technologies and provides increased business agility. Learn how leading organizations are innovating with CPM 2.0 platforms to transform processes, increase collaboration with operations and unleash the true value of finance as a strategic business partner across the enterprise.
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
Financial Trends, Innovation and Digital TransformationCapital 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
Progressive Governance, Risk and ComplianceAmerican 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
Financial Trends, Innovation and Digital TransformationHighRadius - Vice President of Sales
In a world where cash is king, the office of the CFO is glaringly missing technology focused on driving working capital and cash flow optimization. Learn how you could restructure your finance tech stack to address rising pressures on cash.
Key Takeaways:
A new framework for CFOs to explore technology adoption during the heightened pressures on working capital and cash optimization
Identify quick-win tech to deploy in 2020 across the finance function to secure outstanding receivables, reduce credit risk and reduce cash forecasting unpredictability
Case studies and ROI analysis models from successful Accounts Receivable and Treasury Management software projects
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.
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 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
Technology has changed the way we do almost everything. But strategic planning is still in the dark ages with spreadsheets and dusty binders full of objectives that get reviewed once, twice, or maybe four times a year. What if you tracked and monitored your strategic plan in real time so you could focus more on what you need to do rather than what you’ve already done?
Key Takeaways:
Simplify and improve your planning and execution process with Strategic Execution Management (SEM) Software
Harness SEM to see more alignment, communication, and transparency within your department and across your entire organization to achieve better results
Learn how SupplyCore leverages SEM as a backbone to drive global growth and identify key strategic drivers to improve cash flows and earnings
Leading Financial StrategyAdra by Trintech - President, Mid-Market Solutions
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 Takeaways:
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 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.
Progressive Governance, Risk and ComplianceYale School of Management - Professor
Investors have increasingly looked to environmental, social and governance (ESG) aspects of corporate performance to better understand the potential risks and opportunities that they present to profitability. This talk explores the evolution of ESG metrics and corporate financial reporting in the face of growing investor expectations and regulation.
Key Takeaways:
The correlation and causal pathways between ESG and financial performance are increasingly clear
Investors and regulators are pushing for greater disclosure of decision-useful information on ESG risk
In response, companies are increasingly disclosing the financial implications of ESG risks in annual financial reports, particularly around climate change
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 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
Progressive Governance, Risk and ComplianceHSBC 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
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.
Financial Trends, Innovation and Digital TransformationClassic Hotels and Resorts - Area Director of Finance
Finance is no longer a world where we get to sit in our offices and define black-and-white rules and expectations, where the dictatorship of our financial realm is followed, and the support of other departments are not needed. Strong finance teams now need to be supported by equally as strong operating, HR and – even more importantly – information technology teams. Aligning visions and needs with an IT team in creating the exact technology environment needed is bar far one of the most beneficial relationships that can be forged.
In this session, we will discuss trusting and respecting the expertise of one another is not always an easy feat, but once it has been accomplished both teams lead to extraordinary results and efficiencies.
Key Takeaways:
Successful implementation
Collaborative approach increases understanding
Technology that is within budget and increases efficiency
Speaker
J.J. McClelland
Area Director of FinanceClassic Hotels and Resorts
The need to attract and retain the best talent is critical for any (finance) organization. My presentation covers what makes someone a good finance business partner, how to identify them, successfully on board them, keep them engaged through a sophisticated Talent Management process and then finally, how to prepare them to become a successful CFO.
Key Takeaways:
Need for a Talent management program and suggestion to start setting it up
Need for ongoing coaching and mentoring throughout the top talent’s career
Power of engagement (and retention) coming from Talent Management
Speaker
Tom De Weerdt
EVP & CFOMauser Packaging Solutions
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.
Exciting news! All of our executive tools and services are now available under one roof. Quartz Network now includes Quartz Events, our industry-leading executive summits, Quartz Education, our on-demand peer-led content, and Quartz Network Solutions, our streamlined B2B solution-finding platform.
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