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
Talent Acquisition and RetentionToptal - VP of Enterprise
Organizations are under more pressure than ever to innovate, deliver quickly, and respond instantly to changes in the competitive landscape. At the core of this shift is the talent strategy within an organization. Traditional hiring cycles, which are rigid, slow, and cumbersome, will not be sufficient to meet this demand, nor will traditional modes of engaging outside talent and expertise. The Human Cloud is driving organizations towards a new paradigm in talent management – building teams of highly capable individuals, on demand, that are designed to drive specific outcomes. For organizations to thrive in this new future, they will need to develop the ability to rapidly assemble, lead, and manage teams blended from a wide range of sources as a core competency.
Key Takeaways:
Understand the different types of talent in the human cloud, and why there is no “one size fits all” answer.
Develop ideas to enhance the talent management strategy of their organization.
Understand and implement the core competencies required to maximize the value delivered by the Human Cloud and a blended workforce.
Build a workplace that is attractive to a wide range of talent, including freelance and globally distributed talent.
HR Strategy and Leadership DevelopmentDailyPay - CMO
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 StrategyGallagher - Northeast Region CFO Gallagher - HR Director Mid-Atlantic & Northeast Regions and National Risk Control
Due Diligence for Mergers and Acquisitions is all about the numbers – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now. Matt Poleski, Gallagher Northeast Region CFO examines 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 CFOGallagher
Pam Brown
HR Director Mid-Atlantic & Northeast Regions and National Risk ControlGallagher
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. Furthermore, revenues and profitability can be increased by managers with servant leader values via higher employee retention and engagement levels.
I could go on and on citing the obvious. The point is that values matter. A mistake organizations often make is confusing values with personalities. Personalities are how people act. Values are how people think. THINKING ALWAYS COMES FIRST!
Not only do values matter; they can be directly linked to operating performance. One organization found a particular value pattern that occurred in involuntary terminations 15 times more often than those who weren’t termed for cause.
Join us in this session and learn how a science with Nobel Prize nomination credentials can measure values like a thermostat measures temperatures. You’ll discover techniques that enable the correlation of workforce values to operating performance so you can achieve your organization’s strategic goals and objectives.
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
Talent Hiring, Retention and ManagementMisumi USA - Chief HR Officer
Talent Acquisition and Talent Retention have risen to the stratosphere of HR priorities. In the war for talent, HR professionals must be prepared to sell and market their companies in their efforts to convince people to join or stay with their companies.
Key Take-Aways
If you don’t think you’re a sales and marketing professional – think again!
Regardless of what they have to offer, companies that pitch themselves will steal your talent.
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 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 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 - Senior Digital Transformation Consultant
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
Speaker
Ranjith Poladi
Senior Digital Transformation ConsultantHighRadius Corporation
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.
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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