Day One, Sunday, February 24, 2019
10:35 am - 11:05 am Registration
11:05 am - 11:15 am Welcome Orientation
11:15 am - 11:25 am Thoughtexchange Introduction
11:30 am - 12:00 pm The Convergence Between Economics and Politics, and What Does it Mean for Corporate Management The Economics of the World and What We Could Expect NextJenny Smith - CFO, Kaiser Permanente
In this session, explore ten economic trends for 2019 including a deeper look into health care industry. It is increasingly difficult to separate politics and policy making with business practice. Organizations will need to respond or navigate through today’s dynamic environment. With a special focus on emerging health care policies post Obama care and what is the implication for corporate leadership to reflect and shape its strategy on workforce wellness and overall cost structure management.
12:00 pm - 12:40 pm Performing to the Level of Culture: How to Liberate Talented Teams for Busywork and ComplexityJuliet Funt - CEO, WhiteSpace at Work
Employees drive themselves hard in the Age of Overload. We're fooled into thinking they're more productive than ever. But is that true? Overloaded populations often habituate to their discomfort. But their companies tend to suffer from one or more deficits that affect the bottom line: the QQS Deficits - downfalls in Quantity, Quality or Sustainability.
Sometimes it's a quantity problem with constant complaints about headcount and bandwidth. Sometimes it's a quality issue; work level is slipping, and time to think high-altitude thoughts has evaporated. Or it's a sustainability issue; employees are surviving but collectively (or subconsciously) asking, "How long can we keep this up?" Most companies endure a mixture of two or even all three.
Seventy-seven percent of surveyed CEOs noted that their organizational complexity is higher than three years ago. In this program, we consider a different path, one where a reductive lens helps pare back busyness and make room to reclaim and effectively use mental capacity. Also featured is actionable content that combats The Tools That Turn on You. These are support systems and devices that promise to improve our work style. In reality, they tend to defy boundaries, hijacking time and resources — think email, meetings, decks and more.
Lastly, we will discuss the relevance of WhiteSpace to leadership legacy, the story about us that is yet to be written.
WhiteSpace at Work
12:40 pm - 12:55 pm Collaborative & Courageous LeadershipAmy Pol - Client Success Manager, Thoughtexchange
Learn how innovative and dynamic leaders are leading the way by having courageous conversations within their organization. Discover how organizations are creating a culture that promotes openness, transparency and collaboration by empowering their employees to share their voice and consider the thoughts and ideas of others; shifting the corporate paradigm from closed and knowing to open and learning. In this session you’ll learn what collaborative and courageous leadership means to you and those around you.
Amy PolClient Success Manager
12:55 pm - 2:45 pm Networking Lunch
1:50 pm - 2:20 pm Effective Leadership & Developing the Next Generation of LeadersDavid DeFreitas - Group CFO - Corporate Services, Caterpillar, Inc.
Effective leadership is essential to a company’s success today and for years to come. It can engage employees in ways that can give your company a true competitive advantage. To unlock the power of effective leadership, we will look at the difference between being a manager vs. an effective leader, the keys to engaging your employees to achieve more than they thought possible, how you can develop the next generation of leaders for your company, and keys to you and your employees living a successful and rewarding life.
•Understand the difference between managing and leading
•Receive the keys to engage your employees to achieve maximum productivity and results through situational leadership
•Learn to develop the next generations of leaders for your company
•Build important messages for your employees – keys for them to have a successful career and life (unleash their passion)
David DeFreitasGroup CFO - Corporate Services
2:20 pm - 2:50 pm Modernizing the Office of FinanceLeslie Cant - Product Marketing Director, CCH Tagetik
The Office of Finance is expected to assume a more strategic role in their company yet are still faced with continuing challenges with ever increasing regulations, demands for greater transparency, better and more frequent forward looking forecasts and of course greater efficiency. In order to meet these demands and maintain excellence, the Office of Finance must transform, by modernizing technology and automating more functions. Today’s technology goes beyond the basic Corporate Performance Management of Consolidation, Planning & Forecasting. It includes regulatory solutions for the new Revenue Recognition & Leases, and allows for a deep dive in Finance Analytics to perform the in-depth operational planning analysis required.
Want to learn about the financial transformations taking place in the office of finance today and how it's done? In this session we will cover:
•Modernizing the Office of Finance
•Finance Analytics for in-depth operational planning
•Finance Analytics and Regulatory Compliance - ASC842/IFRS as an example
Speaker: Leslie Cant, Product Marketing Director, CCH Tagetik
Leslie CantProduct Marketing Director
BRAINWEAVE2:55 pm - 3:40 pm AI vs RPA: What CFOs Should Focus on in 2019
Bob Diana - Regional VP Sales, HighRadius Corporation
In this session, cut through the smoke and mirrors of Robotic Process Automation and Artificial Intelligence - what they mean, how they could help your business, why they are essential to implement today, and what happens if you don’t.
•Expectations from the new role of CFOs - ‘keeper of books’ to ‘financial advisor.’
•What the digital tool kit of the future CFO looks like
•Comparing RPA vs. AI
•Go home with a cheat-sheet of the top 5 questions every CFO should ask their AI or RPA vendor or technology consultant
Bob DianaRegional VP Sales
MASTERCLASS2:55 pm - 3:40 pm Reporting Beyond the Numbers—A Better Approach to Producing Narrative Performance Reports Kevin Beckberger - VP Discolsure Management Sales, Certent, Inc.
As the finance leader of your organization, you are tasked with telling the company story on a periodic basis through various report outputs. The focus of the reporting discussion is typically on external reporting, yet the internal reports are arguably more crucial to driving strategic decision making – and the process is infinitely more painful, disparate, and recurring.
In this Masterclass, you will hear survey data around the impact of this inefficiency on organization, as well as in-practice examples of how global finance teams have reduced risk and improved controls with a more comprehensive approach.
Kevin BeckbergerVP Discolsure Management Sales
3:40 pm - 3:55 pm Networking Break
3:55 pm - 4:25 pm Business Meetings
4:25 pm - 4:55 pm Business Meetings
4:55 pm - 5:25 pm Business Meetings
5:30 pm - 6:15 pm Proactive Talent Recruiting and Retention Deep DiveAsh Noah - Vice President of CGMA External Relations -Management Accounting AICPA
Patricia Shannon - SVP & CFO, AARP Foundation
Tomasz Nowakowski - VP, Finance, Red Bull
Tricia Tolivar - Executive Vice President, Chief Financial Officer, GNC
Human Resources and Finance are closely tied. Particularly now, as newer people-focused technologies like artificial intelligence, automation, and digital workforce management tools enter the picture, HR is finding itself working with the Finance team more than ever before in order to secure the best talent for the finance department. Here we will learn about:
•Recruitment challenges and solutions
•Retention challenges and solutions
•Preparing the career path for a new finance staff hire
Session Theme: management consulting, recruitment and retention, career path
Patricia ShannonSVP & CFO
Tomasz NowakowskiVP, Finance
Tricia TolivarExecutive Vice President, Chief Financial Officer
Ash NoahVice President of CGMA External Relations -Management Accounting
Ignite Sessions6:20 pm - 6:30 pm Turn Financial and Operational Data into a 360-degree view of the Financial Reporting Lifecycle for Better Business Outcomes that Drive Growth and ROI Dan Phillips - VP, North American Sales, insightsoftware
In this session we’ll look at the Financial Performance Dashboard and Reporting options available in the market today. Your teams are struggling with many of these tools today. CXO Software helps by putting information at your fingertips while also providing more time for your FP&A teams to be better business partners within the operations of your firm.
• No longer bound by IT resource constraints or slaves to Excel and PowerPoint during the most hectic times of the month, the reporting cycle! Give your FP&A team the tools they need to be in complete control!
• Gain greater insights through drillable, digital, finance oriented dashboards and reports complimented by business oriented narratives that underpin the numbers on a single screen
• Easily stay connect to your business with Dashboards and Reports preformatted for your Mobile device (Tablet or Cell Phone) showing the exact same data available on your desktop and make better informed decisions faster than your competition!
Dan PhillipsVP, North American Sales
Ignite Sessions6:30 pm - 6:40 pm Artificial Intelligence: Is it Man vs. Machine Man + Machine Bob Diana - Regional VP Sales, HighRadius Corporation
Man vs machine is one concept that movies have repeatedly showcased, how about man + machine? In this session, join Bob as he explains how latest technologies including AI and virtual assistants could radically transform how collections as a function will evolve to collections analysts focusing on building better customer relationships rather than completing transactional tasks.
Bob DianaRegional VP Sales
Ignite Sessions6:40 pm - 6:50 pm Finding Money You Never Realized You Lost Josh Fox - CEO, Bottom Line Concepts
•Best practices for CFO's that are newer and also CFO's that have been there for decades. A discussion about different strategies and programs that can bring back refunds from as many as thirty years ago to your organization.
oBringing back actionable items your Board of Directors, Shareholders and CEO will be excited to execute upon returning to the office
oEnhancing the organization’s balance sheet
oThe ability to bring this knowledge with you to other companies no matter where your career takes you
Bottom Line Concepts