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Solutions, Strategy & Connection at Finance’s Most Powerful Summit
Matt Poleski
Regional CFO & Finance Director
Two ways to enjoy the leading Finance summit, In-Person or Virtual
In-Person
Sheraton, Denver
March 27 - 29, 2022
Ended
Virtual
North America
April 4 - 8, 2022
Event Details
Join North America’s Most Trusted Finance Summit
For 15+ years, executives have found actionable strategy, new solutions, and their path to making a powerful impact at CONNECT.
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Hear from Industry Experts
With over 30 captivating speakers on the agenda, learn from leaders driven to inspire.
Solve Your Top Challenges
Meet 1-on-1 with solution providers hand selected & specifically qualified to meet your needs.
Make Inspired Connections
Collaborate with like-minded professionals eager to share strategy and new points of view.
It’s All Complimentary
5 star catering, luxury hotels and travel reimbursement. Treat yourself to the perks of attending.
Hear from Industry Experts
Learn from thought leaders making waves in your industry, all from the comfort of your own home.
Solve Your Top Challenges
Meet 1-on-1 with solution providers hand selected to meet your needs.
Total Flexibility From Your Locale
Kick back in a cozy corner and access sessions in real time or on demand.
Register Now

Experience the Only Solutions-Based Event

Tell us the challenges you’re facing, and we’ll schedule meetings with the right solution providers to solve them. You leave with a plan and the tools you need to move your company forwards.

"I think the event was a huge success. I enjoyed the experience and thought it was well put together. The sessions were direct and to the point and really helped."
Michael Bollhardt,
CFO
"The experience was exceptional; great organization and follow up, meetings were straight to the point with no over selling."
Michael Mance,
CPA VP of Financial Operations
"The one-on-ones save so much time and get to the heart of what the solution is and whether it would apply to my company. So much better than wandering around a bunch of booths trying to figure out which ones to look into and then try to speak with someone. "
Mollie Mossman,
Director of Strategy and Taxation

Hear From Today’s Most Powerful Brands & Voices

Joni Arison
SVP - Finance Services
Dave DeFreitas
Group CFO (retired)
Imad Mouchayleh
Director of Financial Internal Control Advisory Services
John Tunison
CFO
Louis Fanzini
Chief Accounting Officer and Global Controller
Ron Skillens
Chief Compliance & Privacy Officer
Miguel Juarez Mendieta
Senior Director - International Tax
Matt Poleski
Regional CFO & Finance Director
Dhiraj Cherian
Former CFO
Ashok Manthena
Sr. Product Manager - Finance
Tracey Volz
Assistant Vice President, Sponsored Research Operations, Finance-Research Enterprise
Bona Allen
SVP of Finance & CFO
Alonso Ramos
CFO - US Operations
Michael Mance
Vice President of Financial Operations
Krishnan Subramanian
Senior Vice President of Finance
Steve Dwyer
Senior Vice President
Christian Rennie
Director of Sales
Paul Chen
Senior Business Development Manager
Joni Arison
SVP - Finance Services
Dave DeFreitas
Group CFO (retired)
Imad Mouchayleh
Director of Financial Internal Control Advisory Services
Alonso Ramos
CFO - US Operations
Ashok Manthena
Sr. Product Manager - Finance
Miguel Juarez Mendieta
Senior Director - International Tax
Louis Fanzini
Chief Accounting Officer and Global Controller
Matt Poleski
Regional CFO & Finance Director
John Tunison
CFO
Bona Allen
SVP of Finance & CFO
Krishnan Subramanian
Senior Vice President of Finance
Ron Skillens
Chief Compliance & Privacy Officer
Michael Mance
Vice President of Financial Operations
Teddy Collins
Sr. Director-Corporate Finance & IR
Dhiraj Cherian
Former CFO
Hilla Sferruzza
EVP & CFO
Peter Mckenzie
CFO
Will Miller
Executive Director of Institutional Analytics, Effectiveness, & Strategy
Darryl Baker
CFO
David Meza
Senior Data Scientist and AIML Research & Development Lead
Patrick Benoit
VP of Global Cyber Governance, Risk, & Compliance (GRC) & Business Information Security Officer
Christian Rennie
Director of Sales
Casey Dial
Regional Sales Director
Don McCree
Head of Commercial Banking

Enjoy the Perks of Exclusivity; Everything is on Us.

As an attendee you’ll receive:

  • One night complimentary accommodations
  • 5 star catering & open bar
  • Travel reimbursement
  • Personal concierge to tailor your experience

Get Rewarded with High End Swag

Since we can’t treat you to a lavish hotel and delicious dining digitally, we’ve designed a brilliant rewards system worthy of your time. Take all 6 solution provider meetings and earn your choice of amazing SWAG, including Apple products and charitable donations.

Register Now

A Tailored Agenda For You

Tune In on Your Time

Choose from 45 Sessions, 30 Speakers, 6 Networking Events & More
It’s entirely up to you to whether to catch the premiere online or watch presentations on demand.
SundayMarch 27
MondayMarch 28
TuesdayMarch 29
5:00 - 7:00pm
Welcome Reception and Registration
7:30 - 8:50am
Breakfast
8:00 - 9:00am
Keynote: High Performing Teams that Deliver Sustained Results

The gaping hole in most teams is the gap between intention and individual behavior. There are thousands of reasons development initiatives fail, but there is a common denominator in all successful ones; programs founded on tangible behavioral change drives sustainable results. Knowing that and executing that, however, are two different things.

Participant will earn 1.0 CPE credits
Field of Study: Personnel/Human Resources

Additional Information
Prerequisites: General knowledge of leadership training & behavior development initiatives
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Learn the secrets to overcoming common barriers to change
  • Gain insight from fellow participants about how they prioritize initiatives
  • Explore how to adopt peer successes to your organization

Speakers:

Steve Dwyer
Senior Vice President
9:00 - 10:00am
Global Minimum Tax - The End of Tax Havens

World leaders have formally agreed to an overhaul of international tax rules that would impose a new global minimum tax on business profits of 15 percent. This international agreement, signed by 140 countries (US included), also intends to update international tax rules to reflect the realities of the digital era.

For the first time, there would be a minimum corporate tax rate applied around the world (set at 15%) so multinational companies will have less incentive to move their operations to low-tax jurisdictions and tax havens. It would affect multinationals that have been paying few or no taxes in the last decade. With budgets strained after the COVID-19 crisis, digital tax has been a key aim throughout the negotiations for the U.S. Multinationals while this global initiative is coming from the G20 most powerful nations worldwide.

Participant will earn 1.0 CPE credits
Field of Study: Finance

Additional Information
Prerequisites: Basic knowledge of tax compliance within the financial industry.
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Understand the basis and key elements of the worldwide 15% global minimum tax
  • Prepare your business for this global initiative taking place in 2023
  • Identify the importance of digital business and digital tax in the government negotiations

Speakers:

Miguel Juarez Mendieta
Senior Director - International Tax
9:00 - 10:00am
GRC Program Resilience Against Today’s Cybersecurity Threats

In this emerging digital and remote-work world, cyber risk discussions and strategic communication between both board and senior leadership executives should be top of mind. Here, we’ll discover the most practical approaches to strengthen your organization’s risk management program to fight emerging cyber security attacks that exist today. By examining current case studies and identifying lessons that finance and risk executives have recently encountered, we can then use such strategies to improve the everyday defenses of your organization. Since it is likely a matter of time before most organizations experience a cyber event, we will also explore proactive actions you can take to be prepared for not if, but when you experience an attack.

Participant will earn 1.0 CPE credits
Field of Study: Management Services

Additional Information
Prerequisites: Basic understanding of governance, risk, and compliance metrics and current cybersecurity threat awareness
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Understand the most common and current cyber threats that exist today
  • Review actionable lessons from organizations who have been attacked
  • Understand proactive measures that finance and risk executives can take to prepare

Speakers:

Ron Skillens
Chief Compliance & Privacy Officer
10:00 - 11:00am
Tools, Talent and Technology: How it is Shaping the Finance Organization of the Future

AT&T has evolved over the years and much has changed, but the importance of using tools, talent, and technology to modernize the workforce remains the same. Joni Arison, Senior Vice President of Finance Services, AT&T Inc., will share insights, along with one of her key team members, on some of the successes and challenges the Finance organization encountered as they worked to infuse the latest technology including automation, robotics, machine learning, and AI, into the workforce. They will also share the ways they are shaping the future through people including recruiting, development, and succession planning.

Participant will earn 1.0 CPE credits
Field of Study: Personal Development

Additional Information
Prerequisites: General awareness of AI, automation, machine learning, & development tools used in finance
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Learn about the rapidly changing environment and what tools are being used to analyze and predict customer’s behavior to mitigate risk, loss, and fraud
  • Understand why attracting, retaining, and developing the right talent is critical to the long-term success of a business as employees are the heartbeat of the company

Speakers:

Joni Arison
SVP - Finance Services
10:00 - 11:00am
Transform Your Cross Border Payment Experience with Web3

We are witnessing the start of the third wave of the internet revolution – The Internet of Value, aka Web3. Web1 is characterized by the internet of information (Netscape, AOL) while Web2 is differentiated by the internet of sharing (think Facebook, Netflix, etc). The Internet of Value, Web 3.0, the metaverse — these are related and overlapping names for the new, decentralized approach to managing value, and for the uses and experiences that this approach can help power. Founded in 2012, Ripple pioneered some of the most important Web3 solutions for enterprise customers. To find out more, join our conversation on Web3 and how enterprises like yours can transform your business.

Participant will earn 1.0 CPE credits
Field of Study: Finance

Additional Information
Prerequisites: none
Who should attend: Any
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Key Takeaways:

  • Define and understand the three stages of the internet revolution
  • Explore the benefits of utilizing Web3 for your business

Speakers:

Paul Chen
Senior Business Development Manager
11:00 - 12:00pm
How to Attract and Retain Talent: Six-Sigma's 5 Whys and 80/20 Rule

In numerous surveys, CFOs have consistently expressed that their #1 challenge is finding people with a particular set of skills for their departments and then keeping them for the long term.

Having managed over 500 global resources in over thirty years of finance leadership, the current Senior Vice-President of Finance at Qualfon, Krishnan Subramanian, will share his insights on how CFOs can overcome their organization’s talent gap by applying Six Sigma’s “Five Whys” principles and 80/20 rule.

Participant will earn 1.0 CPE credits
Field of Study: Personnel/Human Resources

Additional Information
Prerequisites: General awareness of talent recruitment initiatives and tools relevant to the finance industry
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Identify the root cause of your organization’s staffing issues through lean Six Sigma tools, namely the “Five Whys” principle and 80/20 rule
  • Explore all possible solutions relevant to your company’s situation
  • Learn how to secure and retain top finance talents to succeed in the future VUCA world

Speakers:

Krishnan Subramanian
Senior Vice President of Finance
11:00 - 12:00pm
Innovating in the Evolving Payments Landscape

As our new normal becomes more remote and digitzed, the payments industry is undergoing a massive transformation. Automation is becoming a part of everyday life to more effectively streamline menial tasks, as well as to effectively analyze trends throughout various industries. But with all of this nuanced tech with thousands of incoming data points, consolidation has become an important factor to recognize, too. In this presentation, we will explore the digital transformation of the payments industry, points of automation, and why the consolidation of data should be on your radar.

Participant will earn 1.0 CPE credits
Field of Study: Finance

Additional Information
Prerequisites: none
Who should attend: Any
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Key Takeaways:

  • Explore trends in payments technology over the last few years, especially given the global impact of the pandemic
  • Learn how your payments can be automated and streamlined from AP/AR/credit cards
  • Understand how current financial technology is making payments more simple and less siloed

Speakers:

Christian Rennie
Director of Sales
12:00 - 1:00pm
Supercharging the CFO Office with Artificial Intelligence

According to a recent poll, finance teams devote 80% of their time to business execution and 20% to business insights. These teams will benefit from A.I’s assistance in implementing a data-driven scientific approach to financial modeling and forecasting, which will increase efficiency, speed, and accuracy. Slower finance adoption has been attributed to the absence of A.I. enabled B.I. tools, lack of standardization of finance use cases, as well as a lack of DS/ML skills within finance teams. This presentation seeks to address how A.I. in finance gives the organization a competitive advantage and how the CFO can be the first to facilitate the transition in a simple and affordable way.

Participant will earn 1.0 CPE credits
Field of Study: Information Technology

Additional Information
Prerequisites: Basic knowledge of modern AI tools within the financial industry
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Identify the right time to get started on your A.I. journey in finance
  • Explore the transition in adopting new A.I. practices for your finance department
  • Learn about exclusive A.I. use cases in finance today

Speakers:

Ashok Manthena
Sr. Product Manager - Finance
12:00 - 1:00pm
Securing the Right CFO Role for You

In this presentation, John Tunison, CFO of Trussway Manufacturing LLC will share some practical advice for both aspiring and current CFOs to help them secure the right role for their strengths and talents. John has been the CFO of three PE-backed, one VC-backed, and one public company, as well as Business Unit CFO of 3 PE-owned businesses. The insights he has gained throughout his 20-year and counting career, will highlight areas of opportunity and bring awareness to ways of assessing fit while exploring and interviewing for new roles. In his own words, “this is the presentation I never attended but wished I could have.”

Participant will earn 1.0 CPE credits
Field of Study: Personal Development

Additional Information
Prerequisites: Basic knowledge of finance heirarchies or org charts
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Establish the difference between "a stretch" and "a critical skills mismatch." Both can be uncomfortable and one will help you grow while the other is likely to derail you
  • Reassess your goals and objectives for each job search and don't be afraid to change them - don't stray far from them either
  • Discuss your early thoughts on approach, key areas of focus, organization/resourcing late in the interview process with multiple stakeholders and pay careful attention to reactions. Look for alignment (or not), support vs. challenge, interest vs. dismissal - red flags here will be showstoppers later

Speakers:

John Tunison
CFO
1:00pm
Networking Lunch
2:00 - 3:00pm
Predictive Analyses & Business Outcomes: How Finance Can Partner as a Thought Leader

Reporting is essential, analyzing is “core”. In the fluid and apparently unpredictable business environments, is finance partnering as a thought leader in driving business decisions and outcomes?

Participant will earn 1.0 CPE credits
Field of Study: Behavioral Ethics

Additional Information
Prerequisites: General understanding of what predictive analytics are and how they are applied to financial forecasts and modeling
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Learn how finance can deliver as thought-leaders using predictive analytics
  • Communicate objectives and direction throughout all departments and levels of staff
  • Strategize introducing change as a positive

Speakers:

Dhiraj Cherian
Former CFO
3:00 - 4:00pm
M&A Synergies Realized: A Win for Both Parties

Due Diligence for Mergers and Acquisitions is all about the numbers – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now? Matt Poleski, Gallagher Northeast Region CFO examines the top questions you face once an acquisition is closed.

Participant will earn 1.0 CPE credits
Field of Study: Finance

Additional Information
Prerequisites: Basic knowledge of mergers and acquisitions within the finance industry
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Examine how integrations can be implemented and how the acquiree can prioritize said integration while also focusing on operations
  • Identify your early wins and key success factors that can be measured
  • Develop roles, responsibilities, and relationships while identifying key stakeholders to drive change

Speakers:

Matt Poleski
Regional CFO & Finance Director
4:00 - 5:00pm
Supply Chain Disruptions: How One General Contractor Pivoted to Achieve Success

Kajima Building and Design Group (KBD Group) designs and constructs large manufacturing and warehouse/distribution facilities, nationwide. These buildings commonly exceed 1 million sq feet under roof.

From fabricated steel, to roofing materials, to large electrical components and other items needed to build these buildings, the construction industry has struggled with access due to supply chain problems. Layered on top of these issues are significant price escalations and labor shortages.

While the KBD Group has experienced the disruption related to price increases and availability of materials and labor, they have also experienced record setting success.

Bona Allen will discuss how the KBD Group has achieved success over the last 18 months, and how they plan to continue that success, even in the face of ever-growing challenges.

Participant will earn 1.0 CPE credits
Field of Study: Business Management & Organization

Additional Information:
Prerequisites: General understanding of the financial industry role in relation to supply chain’s opportunities and challenges
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Study how careful planning and long-term relationships can help work through significant disruptions
  • Learn how to structure your balance sheet today to account for a problem tomorrow
  • Weigh the benefits of volume discounts and excess capacity whether they're gone forever or just temporarily

Speakers:

Bona Allen
SVP of Finance & CFO
4:00 - 5:00pm
Do Ethics Combat Fraud?

Employees that are feeling pressured to compromise personal or moral standards happens to be a leading indicator of the presence of actual wrongdoing. What nearly everyone fails to understand is that the criminal prosecution of unethical offenses is insufficient in itself to lead to the condemnation of white-collar criminals. Society should also have to view corporate and executive offenses as morally reprehensible. Being an ethical leader should de-motivate wrongdoing and manipulation while also creating a culture of honesty, honor, and pride throughout your team.

Participant will earn 1.0 CPE credits
Field of Study: Behavioral Ethics

Additional Information
Prerequisites: General understanding of ethical practices and their importance in the finance industry
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Learn the value of ethics in order to reduce the risk of fraud and unethical behavior
  • Identify the importance of ethics for internal auditors, investigators, and financial managers
  • Explore how to implement ethics as an effective internal control that can deter and prevent fraud, as well as unethical conduct

Speakers:

Imad Mouchayleh
Director of Financial Internal Control Advisory Services
5:00 - 6:00pm
Intelligent Team Building: Retention, Technology & Motivation

Last summer, nearly 4 million Americans left their jobs, leaving a record-breaking 10.9 million job openings at the end of July 2021. Is this a red flag for employers’ current retention models, or can it be seen as a unique area of opportunity to attract new talent? The answer is, probably both. With resignations notably highest among mid-level employees in both tech and healthcare industries, employers need to identify the verticals that are driving this Great Resignation and quantify key metrics to essentially stop the bleeding.

Participant will earn 1.0 CPE credits
Field of Study: Personnel/Human Resources

Additional Information
Prerequisites: General awareness of talent recruitment initiatives and tools relevant to the finance industry
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Create the right recruiting & hiring process for your business
  • Explore strategies & applications of intelligent team building
  • Commit to investing in & retaining key talent

Speakers:

Michael Mance
Vice President of Financial Operations
6:00 - 9:00pm
Networking Dinner
Explore All Sessions
7:30 - 8:50am
Breakfast
8:00 - 8:50am
Keynote: 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.

Participant will earn 1.0 CPE credits
Field of Study: Personal Development

Additional Information
Prerequisites: Basic understanding of leadership development initiatives and learning through situational awareness
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Explore keys to engage your employees to achieve maximum productivity and results through situational leadership
  • Identify how to develop the next generations of leaders for your company
  • Be mindful of messages for your employees - keys for them to have a successful career and life to unleash their passion

Speakers:

Dave DeFreitas
Group CFO (retired)
9:00 - 10:00am
The Future of Finance Professionals

The role of the finance profession has changed significantly in the past few years due to the emerging technologies that have simplified many basic tasks, creating opportunities for finance people to focus their efforts on getting involved in daily operations. This means that the finance people should be comfortable interacting with members of all areas, bringing the financial perspective when discussing business issues, and generating ideas to achieve organizational goals. This will improve the perception of the finance team, presenting it as a true business partner. As part of this evolution, our profession should take ownership of their own careers, understanding that they should grow and advance by achieving their own defined career goals.

Participant will earn 1.0 CPE credits
Field of Study: Personnel & Human Resources

Additional Information
Prerequisites: Basic knowledge of finance heirarchies or org charts
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Identify the changes in the finance industry and learn how to adapt within your field
  • Embrace the emergence of the new finance professional
  • Explore new opportunities to champion your own career as a finance professional

Speakers:

Alonso Ramos
CFO - US Operations
10:00 - 11:00am
Managing Outside the Box: How to Manage Operations & Finance While Focusing on Mission Needs

Managing finance teams and operations can be challenging in and of itself. Within finance and accounting, you are likely working with a more similar phenotype of the team. This may be easier to come together and problem solve, but what about when you are managing the finances and operations of a more nuanced team outside of the finance department who may be more directly in support of the mission? In this session, we will discuss the importance of organizational culture, communication, and how to successfully (attempt) effective change when working with various stakeholders, mission leaders, and teams.

Participant will earn 1.0 CPE credits
Field of Study: Business Management & Organization

Additional Information
Prerequisites: General awareness of the relationship between finance and operations departments and the metrics each are responsible for
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Discover tips on how to successfully communicate change
  • Explore how to approach and bridge (seemingly) conflicting perspectives
  • Understand why acknowledging culture is important in leadership

Speakers:

Tracey Volz
Assistant Vice President, Sponsored Research Operations - Office of Science & Research: Finance
11:00 - 12:00pm
Implementing a Robust ESG Program to Enhance Shareholder Value

Great companies do not just deliver strong financial results, but also must make a positive contribution to society. In an era of socially responsible investing, ESG considerations are becoming vital for public companies to demonstrate their commitment. Investors are no longer focused solely on profitability and cash flow but instead, are increasingly directing their capital to companies who embody ESG principles. As a result, companies must now plan for and be engaged in broader factors such as social impacts and environmental friendliness. Learn how to build an ESG (Environmental, Social, and Governance) program and reach socially-conscious investors and shareholders.

Participant will earn 1.0 CPE credits
Field of Study: Regulatory Ethics

Additional Information
Prerequisites: Basic knowledge of ESG practices or regulations.
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Discover what ESG is and why it matters
  • Learn how to build a robust ESG reporting framework
  • Uncover how to target socially-conscious investors

Speakers:

Louis Fanzini
Chief Accounting Officer and Global Controller
MondayApril 4
TuesdayApril 5
WednesdayApril 6
ThursdayApril 7
FridayApril 8
M&A Synergies Realized: A Win for Both Parties

Due Diligence for Mergers and Acquisitions is all about the numbers – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now? Matt Poleski, Gallagher Northeast Region CFO examines the top questions you face once an acquisition is closed.

Key Takeaways:

  • Examine how integrations can be implemented and how the acquiree can prioritize said integration while also focusing on operations
  • Identify your early wins and key success factors that can be measured
  • Develop roles, responsibilities, and relationships while identifying key stakeholders to drive change

Speakers:

Matt Poleski
Regional CFO & Finance Director
The Future of Finance Professionals

The role of the finance profession has changed significantly in the past few years due to the emerging technologies that have simplified many basic tasks, creating opportunities for finance people to focus their efforts on getting involved in daily operations. This means that the finance people should be comfortable interacting with members of all areas, bringing the financial perspective when discussing business issues, and generating ideas to achieve organizational goals. This will improve the perception of the finance team, presenting it as a true business partner. As part of this evolution, our profession should take ownership of their own careers, understanding that they should grow and advance by achieving their own defined career goals.

Key Takeaways:

  • Identify the changes in the finance industry and learn how to adapt within your field
  • Embrace the emergence of the new finance professional
  • Explore new opportunities to champion your own career as a finance professional

Speakers:

Alonso Ramos
CFO - US Operations
How Real-Time Data Can Drive Strategic Financial Decisions in 2022

Buckle up CFOs we’re going for a ride! In 2022 take the driver’s seat and make data-driven, strategic decisions for your organization fueled by accurate real-time insights that only complete purchase-to-pay AP automation can provide.

Join us in this presentation by Casey Dial with Yooz to learn how to accelerate your P2P process and make real-time data driven decisions today!

Key Takeaways:

  • Fuel financial decisions with accurate and efficient data collection
  • Map the best route for your organization with real-time data
  • Take the wheel of your financial decisions with real-time P2P automation

Speakers:

Casey Dial
Regional Sales Director
Innovating in the Evolving Payments Landscape

As our new normal becomes more remote and digitzed, the payments industry is undergoing a massive transformation. Automation is becoming a part of everyday life to more effectively streamline menial tasks, as well as to effectively analyze trends throughout various industries. But with all of this nuanced tech with thousands of incoming data points, consolidation has become an important factor to recognize, too. In this presentation, we will explore the digital transformation of the payments industry, points of automation, and why the consolidation of data should be on your radar.

Key Takeaways:

  • Explore trends in payments technology over the last few years, especially given the global impact of the pandemic
  • Learn how your payments can be automated and streamlined from AP/AR/credit cards
  • Understand how current financial technology is making payments more simple and less siloed

Speakers:

Christian Rennie
Director of Sales
Finding the Right Strategic Partner

As business landscapes and financial requirements have become more and more complex in recent years, strategic partners can play an increasingly critical role for businesses of all sizes. This presentation will help CFOs understand the evolving role of financial institutions; outline what CFOs need to consider when evaluating strategic partners; and highlight the cutting-edge capabilities of financial institutions. This presentation will include examples relevant to CFOs for businesses of all sizes as well as insights based on what Citizens is hearing directly from its clients – CFOs of middle market and mid-corporate businesses.

Key Takeaways:

  • Understand the Role of Strategic Partners: How to effectively work with a strategic partner and how to build a partnership beyond just financing
  • Evaluate Strategic Partners: What to consider in evaluating a strategic partner; ensuring appropriate capabilities, services and scale
  • Explore the New Front Tier: How have strategic partners evolved in recent years to continue meeting the increasingly complex needs of businesses

Speakers:

Don McCree
Head of Commercial Banking
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.

Key Takeaways:

  • Explore keys to engage your employees to achieve maximum productivity and results through situational leadership
  • Identify how to develop the next generations of leaders for your company
  • Be mindful of messages for your employees - keys for them to have a successful career and life to unleash their passion

Speakers:

Dave DeFreitas
Group CFO (retired)
Global Minimum Tax - The End of Tax Havens

World leaders have formally agreed to an overhaul of international tax rules that would impose a new global minimum tax on business profits of 15 percent. This international agreement, signed by 140 countries (US included), also intends to update international tax rules to reflect the realities of the digital era.

For the first time, there would be a minimum corporate tax rate applied around the world (set at 15%) so multinational companies will have less incentive to move their operations to low-tax jurisdictions and tax havens. It would affect multinationals that have been paying few or no taxes in the last decade. With budgets strained after the COVID-19 crisis, digital tax has been a key aim throughout the negotiations for the U.S. Multinationals while this global initiative is coming from the G20 most powerful nations worldwide.

Key Takeaways:

  • Understand the basis and key elements of the worldwide 15% global minimum tax
  • Prepare your business for this global initiative taking place in 2023
  • Identify the importance of digital business and digital tax in the government negotiations

Speakers:

Miguel Juarez Mendieta
Senior Director - International Tax
How to Attract and Retain Talent: Six-Sigma's 5 Whys and 80/20 Rule

In numerous surveys, CFOs have consistently expressed that their #1 challenge is finding people with a particular set of skills for their departments and then keeping them for the long term.

Having managed over 500 global resources in over thirty years of finance leadership, the current Senior Vice-President of Finance at Qualfon, Krishnan Subramanian, will share his insights on how CFOs can overcome their organization’s talent gap by applying Six Sigma’s “Five Whys” principles and 80/20 rule.

Key Takeaways:

  • Identify the root cause of your organization’s staffing issues through lean Six Sigma tools, namely the “Five Whys” principle and 80/20 rule
  • Explore all possible solutions relevant to your company’s situation
  • Learn how to secure and retain top finance talents to succeed in the future VUCA world

Speakers:

Krishnan Subramanian
Senior Vice President of Finance
Implementing a Robust ESG Program to Enhance Shareholder Value

Great companies do not just deliver strong financial results, but must also make a positive contribution to society. In an era of socially responsible investing, ESG considerations are becoming vital for public companies to demonstrate their commitment. No longer are investors solely focused on profitability and cash flow for investors – companies must now plan and be engaged in broader factors like social and environmental impacts. Learn how to build an ESG (Environmental, Social and Governance) program and reach socially-conscious investors and shareholders.

Key Takeaways:

  • Discover what ESG is and why it matters
  • Learn how to build a robust ESG reporting framework
  • Uncover how to target socially-conscious investors

Speakers:

Louis Fanzini
Chief Accounting Officer and Global Controller
Securing the Right CFO Role for You

In this presentation, John Tunison, CFO of Trussway Manufacturing LLC will share some practical advice for both aspiring and current CFOs to help them secure the right role for their strengths and talents. John has been the CFO of three PE-backed, one VC-backed, and one public company, as well as Business Unit CFO of 3 PE-owned businesses. The insights he has gained throughout his 20-year and counting career, will highlight areas of opportunity and bring awareness to ways of assessing fit while exploring and interviewing for new roles. In his own words, “this is the presentation I never attended but wished I could have.”

Key Takeaways:

  • Establish the difference between "a stretch" and "a critical skills mismatch." Both can be uncomfortable and one will help you grow while the other is likely to derail you 2. Reassess your goals and objectives for each job search and don't be afraid to change them - don't stray far from them either
  • Reassess your goals and objectives for each job search and don't be afraid to change them - don't stray far from them either
  • Discuss your early thoughts on approach, key areas of focus, organization/resourcing late in the interview process with multiple stakeholders and pay careful attention to reactions. Look for alignment (or not), support vs. challenge, interest vs. dismissal - red flags here will be showstoppers later

Speakers:

John Tunison
CFO
GRC Program Resilience Against Today’s Cybersecurity Threats

In this emerging digital and remote-work world, cyber risk discussions and strategic communication between both board and senior leadership executives should be top of mind. Here, we’ll discover the most practical approaches to strengthen your organization’s risk management program to fight emerging cyber security attacks that exist today. By examining current case studies and identifying lessons that finance and risk executives have recently encountered, we can then use such strategies to improve the everyday defenses of your organization. Since it is likely a matter of time before most organizations experience a cyber event, we will also explore proactive actions you can take to be prepared for not if, but when you experience an attack.

Key Takeaways:

  • Understand the most common and current cyber threats that exist today
  • Review actionable lessons from organizations who have been attacked
  • Understand proactive measures that finance and risk executives can take to prepare

Speakers:

Ron Skillens
Chief Compliance & Privacy Officer
Leading With Grit

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.

Key Takeaways:

  • Build leadership skills that are exemplary to leading a successful team
  • Develop the art of perseverence
  • Identify and develop the skills to work through challenges and fail fast

Speakers:

Joni Arison
SVP Finance Services
Supercharging the CFO Office with Artificial Intelligence

According to a recent poll, finance teams devote 80% of their time to business execution and 20% to business insights. These teams will benefit from A.I’s assistance in implementing a data-driven scientific approach to financial modeling and forecasting, which will increase efficiency, speed, and accuracy. Slower finance adoption has been attributed to the absence of A.I. enabled B.I. tools, lack of standardization of finance use cases, as well as a lack of DS/ML skills within finance teams. This presentation seeks to address how A.I. in finance gives the organization a competitive advantage and how the CFO can be the first to facilitate the transition in a simple and affordable way.

Key Takeaways:

  • Identify the right time to get started on your A.I. journey in finance
  • Explore the transition in adopting new A.I. practices for your finance department
  • Learn about exclusive A.I. use cases in finance today

Speakers:

Ashok Manthena
Sr. Product Manager - Finance
A New Healthcare System That Puts Your Business (and Employees) First

When choosing healthcare options as a business, many financial decision-makers stick with traditional healthcare benefits providers known by the organization or suggested by brokerages. Yet, according to a Maestro Health survey, 70% of Americans feel today’s healthcare system is difficult to navigate. This begs to question whether traditional healthcare benefits providers are offering the best options for people and businesses.

Key Takeaways:

  • Examine how and why our current healthcare systems operate in the way they do and how it has developed its current interdependence
  • Explore the cost inefficiencies and other factors that complicate the process-for both employer and employee
  • Learn how companies like Amazon, Google, and JPMorgan Chase & Co. are reinventing their healthcare costs

Speakers:

Darryl Baker
CFO
Intelligent Team Building: Retention, Technology & Motivation

Last summer, nearly 4 million Americans left their jobs, leaving a record-breaking 10.9 million job openings at the end of July 2021. Is this a red flag for employers’ current retention models, or can it be seen as a unique area of opportunity to attract new talent? The answer is, probably both. With resignations notably highest among mid-level employees in both tech and healthcare industries, employers need to identify the verticals that are driving this Great Resignation and quantify key metrics to essentially stop the bleeding.

Key Takeaways:

  • Create the right recruiting & hiring process for your business
  • Explore strategies & applications of intelligent team building
  • Commit to investing in & retaining key talent

Speakers:

Michael Mance
Vice President of Financial Operations
Finance Driving Predictive Analyses for Business Outcomes

Reporting is essential, analyzing is “core”. In the fluid and apparently unpredictable business environments, is finance partnering as a thought leader in driving business decisions and outcomes?

Key Takeaways:

  • Learn how finance can deliver as thought-leaders using predictive analytics
  • Communicate objectives and direction throughout all departments and levels of staff
  • Strategize introducing change as a positive

Speakers:

Dhiraj Cherian
Former CFO
Do Ethics Combat Fraud?

Employees that are feeling pressured to compromise personal or moral standards happens to be a leading indicator of the presence of actual wrongdoing. What nearly everyone fails to understand is that the criminal prosecution of unethical offenses is insufficient in itself to lead to the condemnation of white-collar criminals. Society should also have to view corporate and executive offenses as morally reprehensible. Being an ethical leader should de-motivate wrongdoing and manipulation while also creating a culture of honesty, honor, and pride throughout your team.

Key Takeaways:

  • Learn the value of ethics in order to reduce the risk of fraud and unethical behavior
  • Identify the importance of ethics for internal auditors, investigators, and financial managers
  • Explore how to implement ethics as an effective internal control that can deter and prevent fraud, as well as unethical conduct

Speakers:

Imad Mouchayleh
Director of Financial Internal Control Advisory Services
Financial Trends, Innovation and Digital Transformation

Hilla Sferruzza joins us in this executive interview as the EVP & CFO of Meritage Homes-a large public homebuilder that operates across the US. When you break down how a single home or an entire subdivision is planned, everything has a price down to the nail. Obviously, this means there’s a large amount of data input that formats the cost of each structure being built. In this executive interview, Hilla will break down how modern digital transformation in relation to a large amount of incoming data helps to manage routine operations and the challenges associated with the transition.

Key Takeaways:

  • Recognize areas of opportunity and areas of resistance in modern data integration and digital transformation
  • Prioritize digital transformation initiatives with specific goals in mind
  • Distinguish where digital innovation will have the best impact in both front and back-office operations

Speakers:

Hilla Sferruzza
EVP & CFO
Extended Planning & Analysis

Teddy Collins joins us from SeatGeek as the Senior Director of Corporate Finance and IR where he will discuss how the FP&A function is evolving to xP&A, along with the scope and responsibilities necessary to delve deeper into operations and strategy.

Key Takeaways:

  • Investigate what the next generation of FP&A groups look like
  • Compare the future of FP&A from an org and system stack perspective
  • Explore the right time to "break up" with excel

Speakers:

Teddy Collins
VP of Corporate Finance
Courageous Leadership: Become an Inspirational Leader by Building Resilience & Bravery

Courage is THE key ingredient that outstanding leaders continuously display. The good news is that courage is not a character trait, but rather a skill that can be built. In this session, Peter McKenzie, a C-suite executive with over 30 years of experience in a variety of prominent companies will reveal how.

Applying methods from ancient philosophy and modern science, the session is packed with stories, examples, and most importantly practical methodology of how to build leadership, courage, and resilience.

Key Takeaways:

  • Evaluate your own leadership style, identifying the gaps that need to be addressed
  • Learn how to reduce stress, build confidence, increase focus, and become highly effective
  • Build highly effective and engaged teams by leading from the front

Speakers:

Peter McKenzie
CFO
Supply Chain Disruptions: How One General Contractor Pivoted to Achieve Success

Kajima Building and Design Group (KBD Group) designs and constructs large manufacturing and warehouse/distribution facilities, nationwide. These buildings commonly exceed 1 million sq feet under roof.

From fabricated steel, to roofing materials, to large electrical components and other items needed to build these buildings, the construction industry has struggled with access due to supply chain problems. Layered on top of these issues are significant price escalations and labor shortages.

While the KBD Group has experienced the disruption related to price increases and availability of materials and labor, they have also experienced record setting success.

Bona Allen will discuss how the KBD Group has achieved success over the last 18 months, and how they plan to continue that success, even in the face of ever-growing challenges.

Key Takeaways:

  • Study how careful planning and long-term relationships can help work through significant disruptions
  • Learn how to structure your balance sheet today to account for a problem tomorrow
  • Weigh the benefits of volume discounts and excess capacity whether they're gone forever or just temporarily

Speakers:

Bona Allen
SVP of Finance & CFO
KSATT - Knowledge, Skills, Abilities, Tasks, and Technology. Combining Knowledge Graphs and NLP to Find Hidden Skills

In this session, you will learn how knowledge graphs and NLP and graph data science algorithms can be used to enhance your people analytic capabilities and data-driven decisions. We will explore how to extract information from documents and map your workforce to skillsets to enrich your knowledge graph through graph data science methods providing insights on career planning, skill alignment, training paths, and more.

Key Takeaways:

  • Develop the insights from data to utlize in building teams for success
  • Identify NLP data points to find and nurture hidden skills within the team
  • Enhance your people-analytics to make more forward-thinking data-driven decisions

Speakers:

David Meza
Senior Data Scientist and AIML Research & Development Lead
Dusting Off Data

From cleansing to creating better data retention policies and strategies, how can you better extract meaningful insights from stored data? Patrick Benoit is an expert in data usage, storage, and sharing data and regularly provides strategic security guidance that makes security a front-facing function. In this session, Patrick will identify risks and offer his thoughts on potential solutions.

Speakers:

Patrick Benoit
VP of Global Cyber Governance, Risk, & Compliance (GRC) & Business Information Security Officer
Blue Shield of California CFO, Sandra Clarke on Finance Teams for the Future

The last year will be remembered for the unprecedented challenges it brought to everyone. Even through the hardship and difficulties wrought by the COVID-19 pandemic, finance professionals must nonetheless provide stability, model adaptability, and ensure business continuity and growth. Join Blue Shield CFO, Sandra Clarke, as she discusses finance talent, investing in innovation, and leading through COVID-19.

Key Takeaways:

  • Evaluate how remote work has impacted recruiting, hiring, and retaining top of the line talent
  • Analyze the key challenges Sandra faced while maintaining agility in an ever-changing post-pandemic landscape
  • Explore the new innovations Sandra's team utilized to stay connected and engaged and how the use of this technology will continue to shape the business

Speakers:

Sandra Clarke
CFO
What Algorithms Miss: From Incremental Growth to Visionary Ideas

If every decision we ultimately reach is simply one iteration away from everything we’ve already experienced, consumed, or watched, how do we expand? How do we grow? More importantly, how do we possibly do the unexpected? We need to be cognizant of data and what it tells us while becoming more willing to stretch our limits. After all, failing to do so makes it impossible for us to be anything tomorrow that’s beyond a little different than today. Tomorrow’s problems may require solutions that go beyond the scope of answers available yesterday. We can only hope to address them by trying something no algorithm would predict.

Key Takeaways:

  • Understand the power data holds in today's society and the influence it has on individual decision-making
  • Determine ways to balance the desire for choice, the psychological impact for choice, and the dangers of simply doing what is predicted
  • Explore how capturing data to act on helps us move beyond algorithmic incrementalism

Speakers:

Will Miller
Executive Director of Institutional Analytics, Effectiveness, & Strategic Planning

KEY THEMES

Forward-Thinking Financial Leadership

Data-Driven Financial Strategy

Financial Trends, Innovation, & Digital Transformation

Progressive Governance, Risk, & Compliance

Business Continuity, Agility, & Disaster Recovery

Financial Talent & Teams for the Future

Financial Performance & Profitable Growth

Over 80% of the Fortune 500 Attends

Connect with the thought leaders of your industry at 6 different networking events, including an off-site evening out.

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Still Have Questions?

We've answered a few FAQs to get you started. But please don't hesitate to reach out with more.

In-Person Event Questions

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
  • Face-to-face industry networking opportunities
  • One-on-one meetings with vetted solution providers, specifically matched to you
  • One night luxury accommodations, travel reimbursement, incredible catering throughout the event, and an open bar.
  • Spouses are welcome!

Based on the details of your registration, we carefully select 10 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.

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 within all Finance functions.

There are many reasons to attend! For starters, CONNECT CFO is the only event customized to help you with your current challenges. You’ll learn from industry veterans and connect to the solutions you need. Your time is valuable, and sticking to your budget is more important than ever. CONNECT CFO is designed to help you maximize your time and money for the best possible results.

Quartz Events LLC will make every effort to provide the best courses possible. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 424.334.5220.

Quartz Events LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Virtual Event Questions

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 within all Finance functions.

Yes, but only for your one-on-one meetings which are scheduled for a date and time you prefer. The summit sessions do not expire and will all be available on-demand to watch at your leisure—anytime, any place.

There are many reasons to attend! For starters, CONNECT CFO Virtual Summit is the only online event customized to help you with your current challenges. You’ll learn from industry veterans and connect to the solutions you need. Your time is valuable, and sticking to your budget is more important than ever. CONNECT CFO is designed to help you maximize your time and money for the best possible results.

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