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The Best Solution Providers
Meet one on one with the partners best suited to tackle your unprecedented challenges.
Over 30 Speakers
Learn from the leaders driving Finance innovation in an ever- changing climate.
Since it isn’t quite safe to treat you to a high class hotel, enjoy some high class swag.
Using the same data- driven matching logic as our in-person events, we take the legwork out of finding new partners. Meet directly with companies vetted specifically for you to confidently tackle your challenges, within your budget and time frame. There is a minimum of 6 meetings, and no maximum.
The challenge of digital is no exotic location, no 5-star dining, and no face time. But we do have a quite brilliant system to reward you with SWAG. Take all 6 solution provider meetings and we’ll thank you generously. Climbing the ranks is hard; you’re well-deserving of an exceptional experience, no matter the limitations.
Watch it when it’s released, or later on demand. Your experience is up to you.
When the COVID-19 pandemic hit in early 2020, John Tunison, the CFO of Trussway LLC, the largest manufacturer of wooden trusses and building components for the multifamily construction industry in the US, found himself stepping up to handle the company’s COVID response. In the space of less than a week, he found himself scrambling to do Financial Pandemic Leadership in the midst of COVID Finance. Learn how he tackled the challenges, what elements of his background helped and what industry trends already underway contributed to success. Hear stories that illustrate some of the situations he faced. Find out his outlook for the future and thoughts on what practices and lessons learned during the pandemic are likely to stick around and which probably won’t.
1. Explore what is most critical for successful digital transformation and common barriers to overcome 2. How do you address culture when this success factor presents a challenge 3. Building a networked enterprise with connected planning at its core. 4. Exploring the combination of large Enterprise Resource Planning systems, and other applications in your IT stack.
Joni Arison, Senior Vice President of Finance Services, AT&T Inc., will share how she navigates through obstacles with passion and perseverance and how she looks for new ways to inspire her organization to succeed. You will learn how important it is to move faster by removing unnecessary barriers and finding ways to infuse data and technology to influence business outcomes.
Robust internal controls are a critical part of any business’ success, yet are often taken for granted or ignored. The importance of effective internal controls are too often not recognized until a control failure results in adverse effects on the enterprise. This presentation will focus on real-life consequences of control failures at Hill International and lessons learned that will benefit you and your organization.
Bona Allen and Amanda Stone discuss strategies used to overcome challenges of the 2020 pandemic and impacts felt by their people, businesses, and broader landscape. They reflect on successful strategies and their methods to staying agile and planning for the new normal.
No one prepared for the pandemic. As 2019 ended, we anticipated a profitable 2020 and beyond. The impact of the pandemic was immediate and required nimble strategy, increased communication, and ability to pivot in order to combat the uncertainty. In this session, we reflect on lessons learned and discuss examples of strategies that resulted in success vs. failure. Specifically, looking at the need to adopt new technologies in order to fuel strategic decision-making, increase communication, and achieve agile planning.
Please join the North Region of Central Florida CFO at Advent Health, Brent Davis, in this Executive Interview where he will discuss how his team has adapted to continue aligning their short term and long term goals with their mission, vision, and values in a time of uncertainty.
As a result of COVID-19, there have been residence implications for individuals and corporations. In response, the government has developed incentives, credits, and new tax compliance. Teleworking, or working from home, is the new normal and with that it brings on new regulations and tax implications. Due to the pandemic, there is a measurement of tax risk and we must use tax analytics as well as US GAAP, IFRS, and new accounting principles to combat the issues brought on by COVID-19. In addition, the world has had to adapt regarding traveling as there are new corporate policies, as well as employee restrictions for traveling and updates on the code of conduct. However, there are new tax opportunities and tax strategy because of COVID-19 and there is a global tax strategy for multinational corporations in response to the pandemic.
With a business model that focuses on training and employment for disadvantaged populations, Goodwill organizations across the country have faced steep challenges when working to increase minimum wage levels, both by state mandate and voluntarily. With the prospect of new federally-mandated increases to minimum wage, it is critical to evaluate the impact this could have on your business. In this presentation, we will consider ways to quantify the potential effect of wage increases and wage compression on your financial position, your employees, your overall business functions, and your community. We will look at tools you can use for forecasting the impact over time and ways Goodwill organizations have invested in technology to help support walking minimum wage levels up.
New research from the National Center for the Middle Market at Ohio State, the nation’s leading resource for mid-sized companies, has identified half a dozen capabilities associated with much-reduced impact from the business effects of Covid and much more robust forecasts for future growth. The capabilities were derived from NCMM’s landmark 20,000 company study, “The DNA of Middle Market Growth,” and tested against the pandemic performance of 1,000 middle-market companies. These capabilities are like elements of a strong immune system. By investing in them, you can accelerate recovery and protect your company against future shocks.
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?
Please join the Vice President of Financial Reporting & System Controller from Trinity Health, Kimberly McCarthy in this Executive Interview where she will discuss the adaptations her team had to make to maintain a successful financial division during the pandemic.
Please join the Vice President, Data Science & Engineering, Deepna Devkar in this Executive Interview where she will discuss the importance of leveraging data and AI in a time of digital transformation.
Please join the EVP & CFO of Haribo of America, Wes Saber in this Executive Interview where he will discuss how to manage the challenges of 2020 and how to plan for success in 2021. Wes discusses how focusing on eCommerce trends helps you stay connected with your consumers and your community.
Nicole Milnthorpe, CFO, Smokey Bones, will share how she’s navigated through the pandemic and how the CFO role has changed throughout the years. You will learn the importance of value creation and how to prepare for upcoming industry trends.
Please join the CFO from Alliance Physical Therapy Partners, Dan Shockley in this Executive Interview where he will discuss the benefit and the role of data when working with identifying acquisition targets and acquisition integrations. Why should anyone be cautious of data received during diligence? How can data be used to validate the information provided by the seller’s management during the diligence process? What pitfalls occur when too much reliance is put on data received pre-acquisition to post-acquisition integration?
Mergers and acquisitions continue to be prevalent in today’s marketplace. What happens after the deal is signed can make or break an organization’s success. It can be a struggle to balance the strategic and financial goals of the organization. Decisions regarding investment or cost savings can cause conflicting messages to your employees and shareholders. There are some key guiding principles and tactics to reduce these pitfalls.
The focus of this webinar is to provide a 3 step framework for financial leaders to assess and grow their organizational influence to significantly enhance their persuasive effectiveness and advance their career as an executive thought leader. We will discuss influence from a finance perspective and provide practical short and long term strategies that can be implemented even in the context of a challenging economic environment.
This presentation discusses the simplified currency risk in today’s complex environment with the dynamic nature of the busienss, dealing in global currencies, liquidity challenges, and accounting standards.
CONNECT CFO is invitation-only for Finance executives. Exclusivity lets us cater to your specific challenges and keep you in the company of the leaders driving progress in your field.
We only work with the best in class. All solution providers are thoroughly vetted, and matched to you based on your specific challenges and current projects.
CONNECT CFO Virtual Summit is the digital counterpart to the invitation-only summit for Finance executives. CONNECT bridges you to the most efficient solutions and information for your crowning priorities.
CONNECT CFO Virtual Summit is unique in its ability to connect you to qualified solution providers. They’re more than willing to underwrite the cost of your attendance in exchange for access to such an exclusive audience.
Your virtual pass includes:
*All sessions and their recordings
*6 or 8 one-on-one meetings with vetted solution providers, specifically matched to you
*$300 or $500 in swag upon meeting completion
Based on the details of your registration, we carefully select at least 6 best-fit solution providers for you to meet with. Each meeting is 30 minutes long and focused on solving a specific priority you have listed. Once completed, you’re eligible to receive a swag package. All meetings will take place on Zoom and all logistics are handled for you!
We are looking for executives with genuine needs for new solutions and buying influence or authority. Invitations are extended to C-level executives, SVPs, VPs, Directors and Managers of Finance.