February 24 - 26, 2019
The Ritz-Carlton Coconut Grove, Miami, FL

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

11:25 am - 11:30 am Chairperson's Opening Remarks

Scott Stern, Director of Product Marketing at OneStream Software

Scott Stern

Director of Product Marketing
OneStream Software

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 Next

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.   
Jenny Smith, CFO at Kaiser Permanente

Jenny Smith

Kaiser Permanente

12:00 pm - 12:40 pm Performing to the Level of Culture: How to Liberate Talented Teams for Busywork and Complexity

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.

Juliet Funt, CEO at WhiteSpace at Work

Juliet Funt

WhiteSpace at Work

12:40 pm - 12:55 pm Collaborative & Courageous Leadership

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 Pol, Client Success Manager at Thoughtexchange

Amy Pol

Client Success Manager

12:55 pm - 2:45 pm Networking Lunch

1:50 pm - 2:20 pm Effective Leadership & Developing the Next Generation of Leaders

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 DeFreitas, Group CFO - Corporate Services at Caterpillar, Inc.

David DeFreitas

Group CFO - Corporate Services
Caterpillar, Inc.

2:20 pm - 2:50 pm Modernizing the Office of Finance

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 Cant, Product Marketing Director at CCH Tagetik

Leslie Cant

Product Marketing Director
CCH Tagetik


2:55 pm - 3:40 pm AI vs RPA: What CFOs Should Focus on in 2019
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.
Key Takeaways:
•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 Diana, Regional VP Sales at HighRadius Corporation

Bob Diana

Regional VP Sales
HighRadius Corporation


2:55 pm - 3:40 pm Reporting Beyond the Numbers—A Better Approach to Producing Narrative Performance Reports
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 Beckberger, VP Discolsure Management Sales at Certent, Inc.

Kevin Beckberger

VP Discolsure Management Sales
Certent, Inc.

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

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 Shannon, SVP & CFO at AARP Foundation

Patricia Shannon

AARP Foundation

Tomasz Nowakowski, VP, Finance at Red Bull

Tomasz Nowakowski

VP, Finance
Red Bull

Tricia Tolivar, Executive Vice President, Chief Financial Officer at GNC

Tricia Tolivar

Executive Vice President, Chief Financial Officer

Ash Noah, Vice President of CGMA External Relations -Management Accounting at AICPA

Ash Noah

Vice President of CGMA External Relations -Management Accounting

Ignite Sessions

6:20 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
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 Phillips, VP, North American Sales at insightsoftware

Dan Phillips

VP, North American Sales

Ignite Sessions

6:30 pm - 6:40 pm Artificial Intelligence: Is it Man vs. Machine Man + Machine
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 Diana, Regional VP Sales at HighRadius Corporation

Bob Diana

Regional VP Sales
HighRadius Corporation

Ignite Sessions

6:40 pm - 6:50 pm Finding Money You Never Realized You Lost
•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

Josh Fox, CEO at Bottom Line Concepts

Josh Fox

Bottom Line Concepts

7:00 pm - 7:30 pm Networking Reception

7:35 pm - 8:35 pm Networking Dinner