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

Day Two, Monday, February 25, 2019

7:30 am - 8:15 am Networking Breakfast

8:15 am - 8:20 am Chairperson Opening Remarks

Scott Stern, Director of Product Marketing at OneStream Software

Scott Stern

Director of Product Marketing
OneStream Software

Collaboration and teamwork are central to business success in any market. But in today’s fast paced world, CFOs, Chief Technology Officers (CTOs) and Chief Information Officers (CIOs) are beginning to realize the mutual benefits of working in close partnership. This shouldn’t be too surprising. Digital technology is playing an ever more important role for all organizations. The role of the CFO has advanced to be more involved with the technology of the organization. The involvement of the two “roles” has created the fintech movement. Fintech is the new technology and innovation that aims to compete with traditional financial methods in the delivery of financial services and financial reporting.

In this panel, we will explore the relationship between the CFO, the CTO, CISO, and the CIO and focus on the contribution that CFOs are making to:

•Establishing information strategy, architecture and processes
•Creating an analytics-driven organization
•Transitioning to a digital IT function
•Managing cybersecurity
•Assisting in the decision making process
Andre Carvalho, Head of FP&A at Novartis Pharmaceuticals

Andre Carvalho

Head of FP&A
Novartis Pharmaceuticals

Diego Ribeiro, CFO at Hitachi Rail

Diego Ribeiro

Hitachi Rail

Meghan Maze, Chief Financial Officer at Natixis

Meghan Maze

Chief Financial Officer

Angela Klett, IT CFO & Chief Procurement Officer at Nationwide

Angela Klett

IT CFO & Chief Procurement Officer

9:10 am - 9:40 am Advanced Blockchain as a Company’s Tool

Blockchain technology is like the internet in that it has a built-in robustness. By storing blocks of information that are identical across its network, the Blockchain cannot be controlled by any single entity and has no single point of failure. In other words, it truly is a mechanism to bring everyone to the highest degree of accountability due to no more missed transactions, no human or machine errors, or even an exchange without the consent of the parties involved.

Great! But how is Blockchain being utilized in companies today? And what was the process involved for successful utilization? This session will dive in to a company utilizing Blockchain and explain:

•The CFO's Role and Involvement
•What Drives the Decision to use Blockchain?
•Lessons Learned
Bob Kolodgy, Executive Vice President and Chief Financial Officer at Blue Cross Blue Shield Association

Bob Kolodgy

Executive Vice President and Chief Financial Officer
Blue Cross Blue Shield Association

9:45 am - 10:15 am Business Meetings

10:15 am - 10:45 am Business Meetings

10:45 am - 11:00 am Networking Break


11:00 am - 11:45 am The Payable to Payments Revolution
In today’s competitive business environment, companies are expected to do more with less, and to do it smarter, faster, and with greater accuracy. For accounts payable, this means automating and integrating every step in the transaction process, ultimately from the time a buyer places an order to the time a supplier receives payment. Fortunately, a revolution is taking place in financial process automation that makes achieving these goals more attainable than ever.

Andrew Maki, Regional Vice President, Financial Process Automation at Corcentric

Andrew Maki

Regional Vice President, Financial Process Automation


11:00 am - 11:45 am How CPM 2.0 Applications Enable True Finance Transformation
Finance Transformation has been the mantra for CFOs and financial executives for many years.  But are we really achieving making progress in moving from backwards to forward-looking?  Improvements to ERP, CRM and HCM systems have helped many organizations improve their transactional processes.  However, many are hindered in gaining efficiencies in their financial reporting, planning and analytic  processes due to reliance on spreadsheets and legacy corporate performance management (CPM) applications.    
CPM 2.0 applications are designed to address the same business problems as CPM 1.0, but with an architectural approach that addresses many of the pitfalls of CPM 1.0 solutions – enabling true Finance Transformation.  Learn how CPM 2.0 applications enable Finance teams to shift more time to value-added analysis, partnering with lines of business, and improving alignment and decision-making across the enterprise.  
•How are organizations doing in achieving Finance transformation? What’s holding you back?
•How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
•What are the most critical Finance processes that require modernization?
•How are you acting as the change agent for your organization in aligning Finance and Operations? 
•How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?
•How is your finance department leveraging FinTech to gain competitive advantage and drive innovation?

Craig Colby, Founder at OneStream

Craig Colby


11:50 am - 12:20 pm Robotic Process Automation in Finance - 3 Steps to RPA Success

Over 50% of manual financial processes are likely to be automated in the next few years. Robotic Process Automation (RPA) is a critical tool to help your Finance organization automate manual repetitive activities, access unstructured data, and quickly deliver error-free results.
Automation Anywhere, the leading provider of RPA and cognitive intelligence solutions, will offer insights on how Finance organizations have successfully implemented RPA.
During this session, we will discuss:
·Robotic Process Automation vision and benefits 
·Three key success factors to implementing RPA 
·Use case examples demonstrating how companies have applied RPA in Finance

Ken Mertzel, Sr. Director, Industry Marketing for Banking & Insurance at Automation Anywhere

Ken Mertzel

Sr. Director, Industry Marketing for Banking & Insurance
Automation Anywhere

12:20 pm - 1:20 pm Networking Lunch


1:25 pm - 2:10 pm How to Accelerate Your Organization on the Digital Transformation Spectrum
Digital transformation is no longer just a buzz word—it’s a guiding principle—as organizations embrace technology-driven changes, formulate strategies, and execute plans to ensure future-state readiness across the enterprise. Finance and Accounting executives are at the forefront of this transformational change as their teams are the first line of defense for providing information and analysis to support the decision making process. To meet the timely needs of their organization’s customers, Finance leaders are innovating and driving digital transformation initiatives. These leaders must not only keep a pulse on the latest technology trends and the impact on their industries, but strive to have a business model that can quickly adopt new processes and technology and stay competitive. This session will provide a forum to refine your organization’s vision for digital transformation.

You will identify:
·        How your transformation vision aligns with your organization’s growth strategy
·        The current state of your digital transformation strategy
·        Any challenges / lessons learned that you have faced along the way
·        Criteria for developing a living roadmap as a tool to guide your ever evolving transformation

Harris Gofstein, Director at SC&H Group

Harris Gofstein

SC&H Group


1:25 pm - 2:10 pm Managing Complex Energy Portfolios, Risk and Capital
Energy is the largest unaddressed risk faced by most companies, and can exceed foreign currency, interest rate & other operational risks. In this session, we will explore how taking a strategic, analytics-based portfolio approach to energy management helps clients increase risk-adjusted return on capital, protect themselves from rapidly changing markets and products, and outperform their competition. We will be reviewing a use case of a company's U.S. operations to highlight how a 10% increase in their electricity and natural gas prices would have decreased their earnings per share by over 7%. Additionally, we will explore how likely this is to happen over the next 1, 3, 5 and 10 years and identify the key underlying market factors that would cause it. 

Learning objectives and key takeaways:
•Learn what an energy portfolio is, how this methodology differs from other energy management strategies, and why leading companies are adopting the portfolio approach
•Learn how to optimize future energy spend intelligently by deploying capital and directing procurement actions strategically across the entire portfolio for competitive advantage
•Learn how to inform key stakeholders on the materiality of energy management through treasury level risk analysis and compliance documentation related to energy spend  
•How energy management decisions are viewed differently through the lens of Treasury, Finance, Sustainability and Energy and the methodology being used to tie these stakeholders together to evaluate capital investment decisions, risk management strategies, and renewable energy opportunities.

Deena L. Morgan, Senior Vice President, Sales, Account Management, and Product Development at Edison Energy

Deena L. Morgan

Senior Vice President, Sales, Account Management, and Product Development
Edison Energy

2:15 pm - 2:45 pm Business Meetings

2:45 pm - 3:15 pm Business Meetings

3:15 pm - 3:30 pm Networking Break


3:30 pm - 4:15 pm Strategies and Technologies for the Modern Finance Team
This session is a discussion about strategies and technologies modern CFOs and finance teams leverage to detect fraud, save money, and streamline processes. CFOs and their teams need to increase spend compliance and reduce errors and waste, but are burdened with manual processes and lack the business context they need to make decisions about financial transactions. This session is a discussion about strategies and technologies modern CFOs and finance teams leverage to:

•Reduce spend, increase savings
•Increase compliance with legal and internal policies 
•Streamline and transform processes
•Detect potential fraud

Anant Kale, Co-Founder and CEO at AppZen

Anant Kale

Co-Founder and CEO


3:30 pm - 4:15 pm Are We Ready For How The New Lease Standards Interact?
Lease accounting will continue to be one of the top projects for accounting organizations throughout 2019. Public companies who have already adopted the new Standards will need to transform their record-to-report processes in order to maintain complete and accurate lease data as part of the monthly close process, to prepare SEC disclosures, and to pass external audits for the first time under the new ASC 842 standard. Private companies will be busy writing accounting policies, inventorying lease portfolios, and implementing new systems as they race to comply before the end of year deadline. Although accounting teams will bear the brunt of the implementation, the long term impacts will be felt across the CFO’s organization from treasury to procurement.
 Join the interactive discussion to hear how peers are approaching the new leasing standards including issues such as:
•Strategy - What are the benefits of leasing? Should you decrease your lease portfolio to keep liabilities off the balance sheet or increase leasing to benefit from its capital efficiency?
•Organization - Who owns your leasing program? Should you centralize lease accounting and administrative functions into a center of excellence?
•Technology - Will spreadsheets suffice? Should you invest in enterprise systems to reduce audit risk, accelerate the close process, and minimize new headcount costs?
•Budget - What is the cost of compliance? Should you pursue potential savings opportunities resulting from the new level of visibility and centralization around leasing?

Tyler Mills, Vice President, Global Alliances at LeaseAccelerator

Tyler Mills

Vice President, Global Alliances

4:20 pm - 4:50 pm Process Mining- Turning Process Insights into Action

For Global 2000 companies, transforming to an intelligent enterprise has become a key strategic priority. Celonis disrupted what had previously been a manual, time-consuming and expensive consulting-driven approach to jump-start and operationalize change in transformation initiatives.

Ben Baldyga, Regional Vice President at Celonis

Ben Baldyga

Regional Vice President

4:55 pm - 5:25 pm Business Meetings

5:25 pm - 5:55 pm Business Meetings

6:00 pm - 7:00 pm Practitioner Roundtables:

Earlier in the Exchange, we collected your insights and challenges using the Thoughtexchange social learning tool. We identified the highest rated topic areas. During this session, you’ll have the opportunity to choose a topic and participate in a small group discussion. You will work in groups to develop an action plan for improvement.

7:00 pm - 7:30 pm Networking Reception