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
30+ CFOs share strategic endeavors and skillful insights as they make way in today’s financial landscape.
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
Financial Trends, Innovation and Digital TransformationLucaNet North America - Managing Director USSC Group - Chief Financial Officer
Lack of structure, poor data, and over-engineered processes are the challenges awaiting a new CFO taking office. These issues are reflected on people’s behaviors. New technologies and processes need to be quick to implement and solve real problems. Mark Pritchard shares his experience implementing digital tools at 3 different organizations.
Key Takeaways:
How to identify core issues impacting the finance team
The hidden value of digital adoption on team moral
Technology’s influence for a forward-thinking finance leader
Discoveries and value added through the adoption of digital tools
Forward-Thinking Financial Leadership20th Century Fox Television - Vice President, Finance
If you are considering acquiring an external or internal organization, or your organization is about to be acquired, then you will undoubtedly undergo integration efforts. By making informed decisions prior to the commencement of integration, you will not only preserve the value of the acquisition, but also ensure the success of the combined organization. Please join us for “Keys to Successful Integration”.
Key Takeaways:
Be proactive in a way that is both meaningful and non disruptive. We will also discuss the unintended consequences of being reactive, instead of proactive
Deliver value, quality results, and information during tumultuous times
Achieve synergy by identifying and implementing best practices of both organizations
Speaker
Alex Rozenblat
Vice President, Finance20th Century Fox Television
Financial Trends, Innovation and Digital TransformationCisco Systems - Director of Finance Transformation
Cisco Journey of business transformation in the areas of Quote to Cash, Procure to Pay and Revenue Business Architecture to manage the way we do business in 21st century.
Key Takeaways:
Challenges of Digital Finance Transformation
Emerging trend of best of the breed cloud based business applications
Progressive Governance, Risk and CompliancePalisade Compliance - CEO Celgene & AstraZeneca PLC - Former Global CIO
In many organizations, enterprise software is the most expensive item on the IT budget. However, most companies don’t account for software license and cloud audits with subsequent penalties. Understanding your software contracts and financial liabilities will move the odds into your favor. Don’t gamble with the unknown and face a license or cloud audit!
Palisade CEO Craig Guarente will be joined by Rich Williams, former Global CIO from Celgene and AstraZeneca PLC and will discuss the below Key Takeaways.
Key Takeaways:
The unknown financial risks of enterprise software license audits
How clients around the world have taken back control of their software vendor relationships and reduced financial uncertainties
Best practices on how to confidently negotiate with software vendors
How software vendors perceive you M&A activity as their revenue opportunity
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.
Progressive Governance, Risk and ComplianceBrink's Company - Director, SOX Compliance
When executing strategic initiatives (e.g., mergers & acquisitions, system implementations and new lines of business), companies are the most susceptible to SOX control deficiencies. The presentation illustrates proven best practices that ensure seamless SOX coverage before and after business changes and are scalable for projects of varying sizes and complexity.
Key Takeaways:
SOX review for strategic initiatives and transactions should not be an afterthought or based on ad hoc procedures. Instead, such review procedures are an integral part of the SOX compliance program and should be designed and standardized in a scalable and cost-effective way
To maintain full SOX compliance through the M&A transactions, it is necessary to execute SOX review procedures specific to each of the three phases of M&A: 1) pre-transaction due diligence, 2) M&A settlement to first fiscal year-end and 3) the first fiscal year post settlement
To maximize the external auditor’s reliance on internal SOX review procedures for strategic initiatives and transactions, the external auditor should be involved in the initial development of such procedures
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
Forward-Thinking Financial LeadershipFortive - Group CFO
In a world defined by change, disruption and complexity – diversity offers a strategic advantage especially at the leadership level. Diverse experiences, perspectives are indispensable to the challenges we face today. Do we have enough diversity today in the Finance world? If not what is the root cause? What steps can we take as individuals, companies and society to empower and elevate women?
Key Takeaways:
Why is gender equality important?
Why are women underrepresented in leadership positions?
Is it glass ceiling or is it self imposed?
Concrete steps we can take as individuals, companies and society
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 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
Forward-Thinking Financial LeadershipCity of Houston - CFO
Diversity is a key element in the workforce, especially in progressive entities with national and global presence. The workplace, workforce, and customers are constantly changing; diversity is important for balancing productivity. Communities, businesses, and companies are also changing; therefore, embracing diversity will foster inclusiveness for success, profitability, and competitiveness.
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
As the world enters the third decade of 21st Century, we are experiencing an accelerated rate of change in the business environment, technology, climate, global commerce, workforce, and growth patterns. This requires new strategies, talent, investments, and action plans for CFOs to deliver business performance while being effective stewards.
Financial Trends, Innovation and Digital TransformationERP Advisors Group - Founder and Managing Principal
One of the hardest jobs a CFO can have is to lead the selection and implementation of new enterprise software. The software market is confusing, all of the applications seem so similar, and software demonstrations can be convincing yet unclear. Even if you somehow select the right package, implementations are extremely difficult and often fail. Yet as everyone knows, you have to have a fully functional ERP to run your business, especially in this digital transformation age.
Key Takeaways:
How to know when you have no choice but to change your software
Provide a simple framework for evaluating packaged applications in the marketplace
Software negotiation tips and tricks
Comprehensive implementation approach that guarantees your success
Financial Trends, Innovation and Digital TransformationUnit4 - Principal Global Presales Engineer
Most companies have at least a basic internal management system to track important business processes: invoices, utilization, budgeting, projects, expenses, etc. Or they turn to Excel spreadsheets to manage these tasks because of their ease of implementation and user adoption.
And as companies grow, they bolt on more systems and unintegrated solutions until they’re left with a patchwork of systems that don’t or can’t speak to one another…a Frankenstein, if you will. And you’re left to wonder, how do these disparate solutions affect you, your employees, your data, your bottom line?
Join Unit4 for this 45 minute session where we’ll tame the beast that is disparate business “solutions” and make the case for an integrated ERP and FP&A solution. We’ll talk about five areas where an integrated system outperforms “best of breed” solutions:
1. Integration
2. Maintenance
3. Security
4. Data and Reporting
5. User Adoption
When properly combined, your FP&A + ERP gives you 360-degree vision into the past, present and future of your company. Know the benefits of switching to an integrated ERP and leave the monsters to the mad scientists.
Our Consulting firm instituted a Leadership Development Program in 2012 to help our talented technical leaders develop skills in financial management, human resources and business development with the intent of accelerating the growth of the firm. The program was customized to today’s millennial workforce and industry challenges. Since the implementation our firm has increased annual growth from 6% to 12%.
Key Takeaways:
Accelerate growth through training your technical staff in financial management and leadership
Develop and implement growth strategies as a component of the training process
Leverage your training to enhance corporate cultural, collaboration and motivation
Stay current with training approaches as the workforce shifts to the millennial generation
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 StrategyAdaptive Insights, a Workday company - VP, Finance
In today’s business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data into a single source, leading CFOs are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. This session will highlight the critical changes that CFOs and finance leaders must make to deliver the business agility today’s organization’s need–or risk being left behind.
Key Takeaways:
How to create a culture of agility within your finance team
Transform your FP&A process to a continuous planning process that drives real-time business insights, so you can successfully plan for what’s next
Elevate the role of “what if” scenarios to both make and operationalize decisions faster, translating into a significant competitive advantage
Recent market conditions have placed unprecedented planning demands on the strategic finance function. Vena CFO, Darrell Cox, draws on two decades of experience tearing down data silos and championing integrated business planning to share how agile processes and technology can help you plan confidently and cross-functionally for today and tomorrow.
Key Takeaways:
How to instill a continuous improvement finance culture in the face of any business scenario
Recognizing and learning from the feedback loops in your budgeting and forecasting processes
How and when to engage business managers in integrated agile planning for faster, more informed and data-driven decisions
Understanding the role of scenario modeling as an ongoing best practice, for agile planning in the face of uncertainty
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
Executive Steering Committee
Experienced financial leaders work with us to focus our program on the developments that will move the needle at your company.
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!
The 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 accommodations
5 star onsite catering
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.
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.
Your conference pass includes overnight accommodations, travel reimbursement, meals and cocktail receptions.
The Hotel
Bellagio Hotel
Inspired by the villages of Europe, AAA Five Diamond Bellagio overlooks a Mediterranean-blue lake with fountains performing a magnificent ballet. Escape into an otherworldly plane of dance, music and acrobatics with “O” by Cirque du Soleil — aquatic theater in our Parisian-style opera house.
The hotel rooms and suites at the Bellagio offer the perfect blend of beauty and elegance. Our rooms will elevate your stay, whether you're traveling for business, celebrating a honeymoon, or just looking for a remarkable getaway. With views of the Las Vegas valley or the iconic Bellagio fountains right from your suite, your stay will be nothing short of unforgettable.
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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