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Solutions, Strategy & Connection at Finance’s Most Powerful Summit
Miguel Juarez Mendieta
Senior Director - International Tax
Two ways to enjoy the leading Finance summit, In-Person or Virtual
In-Person
Sheraton, Denver
March 27 - 29, 2022
Event Details
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
Ashok Manthena
Sr. Product Manager - Finance
Miguel Juarez Mendieta
Senior Director - International Tax
Hilla Sferruzza
EVP & CFO
Dhiraj Cherian
CFO
Matt Poleski
Regional CFO & Finance Director
Victor Barnes
Chief of Connected Planning
Stephen Voorhees
CFO
Bona Allen
SVP of Finance & CFO
Teddy Collins
VP of Corporate Finance
Alonso Ramos
CFO - US Operations
David Meza
Senior Data Scientist and AIML Research & Development Lead
Darryl Baker
CFO
Will Miller
Executive Director of Institutional Analytics, Effectiveness, & Strategy
Krishnan Subramanian
Senior Vice President of Finance
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
John Tunison
CFO
Louis Fanzini
Chief Accounting Officer and Global Controller
Miguel Juarez Mendieta
Senior Director - International Tax
Dhiraj Cherian
CFO
Bona Allen
SVP of Finance & CFO
Stephen Voorhees
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
Matt Poleski
Regional CFO & Finance Director
Hilla Sferruzza
EVP & CFO
Victor Barnes
SVP of Connected Planning
Will Miller
Executive Director of Institutional Analytics, Effectiveness, & Strategy
Darryl Baker
CFO
David Meza
Senior Data Scientist and AIML Research & Development Lead
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: TBD
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
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: None
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:

Stephen Dwyer
Senior Vice President
10:00 - 11:00am
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
10:00 - 11:00am
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.

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

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

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
11:00 - 12:00pm
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: None
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)
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: None
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
12:00 - 1:00pm
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.

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
1:00pm
Networking Lunch
2:00 - 3:00pm
Diversity in Finance

Dhiraj Cherian, CFO of Panasonic Automotive joins us with a wealth of knowledge and experience leading teams and forecasts with his superior record of deliverability in the face of performance and profitability challenges. He oversees the growth within the American automotive industry as well as driving business and innovation abroad. Join us in this executive interview as Dhiraj illustrates how diversity in global markets, as well as in your team, can navigate various social constructs and drive long-term goals and key alliances throughout your business.

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

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

Key Takeaways:

  • Adopt strategic adaptabilities to manage an inclusive working environment
  • Reconcile intolerant behaviors and navigate through disruption while remaining sensitive to various diversities
  • Learn how to manage various cultural norms in global operations that will contribute to your bottom line

Speakers:

Dhiraj Cherian
CFO
2:00 - 3:00pm
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: None
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
3:00 - 4:00pm
Mergers and Acquisitions: Integrating with my Family

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
3:00 - 4:00pm
The Intelligence of Building Teams, Employee Retention, and Motivation

COMING SOON

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

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

Speakers:

Michael Mance
Vice President of Financial Operations
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: None
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
4:00 - 5:00pm
Is the Annual Plan Dead?

In the wake of COVID-19, it became apparent that companies were not prepared for the unexpected – in this case, a global pandemic that threw existing business plans right out the window. As we saw last March, so much can change in a matter of days. When companies rely on siloed annual planning, reacting to unexpected changes can lead to wasted time and resources, which have serious financial implications. For CFOs especially, this has called into question the very idea of an annual business plan. Recent events have crystalized that you can’t create a plan, walk away, and revisit it a year later. It’s time to abandon the annual plan as we’ve known it – businesses must have built-in scenarios to pivot with greater agility to successfully negotiate accelerating change and disruption.

Participant will earn 1.0 CPE credits
Field of Study: Finance

Additional Information
Prerequisites: Basic knowledge of data-driven annual planning.
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

Key Takeaways:

  • Identify the real-time levers that are going to help CFOs drive revenue performance, optimize costs, increase cash flow and liquidity, while mitigating risk
  • Evolve the annual plan to a nimble, data-driven planning process that includes multiple points of view and data so your company can quickly adapt to stay ahead despite change and disruption
  • Implement transformational changes to connect teams, systems, and insights that have the power to create new opportunity and drive performance

Speakers:

Victor Barnes
Chief of Connected Planning
5:00 - 6:00pm
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: None
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
5:00 - 6:00pm
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.

Participant will earn 1.0 CPE credits
Field of Study: Finance

Additional Information
Prerequisites: Basic knowledge of financial planning and analysis technology and methods.
Who should attend: Any
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live

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
6:00 - 9:00pm
Networking Dinner
Explore All Sessions
7:30 - 8:50am
Breakfast
8:00 - 8:50am
Keynote: TBD
9:00 - 10:00am
Bringing Sexy Back To Compliance: Executive Risk Resiliency In Uncertain Times

This presentation will discuss current and innovative methods for Executives to identify and report on significant risks to senior leadership and boards of directors. We examine a framework of a risk resilient organization to identify and discuss current emerging risks. We will review examples of effective reporting as well as examine approaches to have effective risk conversations with your executive team and board.

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

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

Key Takeaways:

  • Discuss current and emerging risk trends and how to identify them
  • Examine proven risk management reporting processes that can be implemented in your organization
  • Learn creative executive presentation approaches to have high-impact risk discussions with the executive team and board

Speakers:

Ron Skillens
Chief Compliance & Privacy Officer
9:00 - 10:00am
Finance Talent Tsunami

The post-COVID era is starting and more and more people will be looking for new jobs at all levels of the organization. The reactivation of the economy brings new opportunities and the excitement to look for the big next step is on everyone’s mind. CFOs are staring at a situation in which they will have to face the departure of valuable employees but at the same time engage in the recruitment of many of those looking for a change. Executives should be ‘acting’ rather than ‘reacting’ during these changing times and come out of the storm even stronger. Many will look directly in the mirror and ask themselves if it is the right time to make a move. As the job market shakes, it is time to self-assess our individual motivations and evaluate personal motivations and objectives.

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

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

Key Takeaways:

  • Master the survival of the incoming Finance Talent Tsunami
  • Turn a seemingly conspicuous challenge into an effervescent opportunity
  • Explore the appropriate timelines of letting go

Speakers:

Alonso Ramos
CFO - US Operations
10:00 - 11:00am
The CFO as the Moral Compass of the Organization

The Chief Financial Officer of any organization is uniquely positioned to create an environment and culture of doing the right thing for the right reason. The broad influence and exposure to all aspects of the organization give CFO’s the ability to steer the company in either the right or wrong direction.

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

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

Key Takeaways:

  • Uncover what morality looks like from the CFO's position and what it means for the company
  • Discuss both broad and specific examples of how to drive your own moral transformation
  • Explore the impact for the organization if the CFO does not take on this role

Speakers:

Stephen Voorhees
CFO
10:00 - 11:00am
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.

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

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

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
11:00 - 12:00pm
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.

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

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

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
11:00 - 12:00pm
A Reimagined 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.

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

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

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
12:00 - 1:00pm
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.

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

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

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:

William Miller
Executive Director of Institutional Analytics, Effectiveness, & Strategy
Explore All Sessions
MondayApril 4
TuesdayApril 5
WednesdayApril 6
ThursdayApril 7
FridayApril 8
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
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)
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
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
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
Diversity in Finance

Dhiraj Cherian, CFO of Panasonic Automotive joins us with a wealth of knowledge and experience leading teams and forecasts with his superior record of deliverability in the face of performance and profitability challenges. He oversees the growth within the American automotive industry as well as driving business and innovation abroad. Join us in this executive interview as Dhiraj illustrates how diversity in global markets, as well as in your team, can navigate various social constructs and drive long-term goals and key alliances throughout your business.

Key Takeaways:

  • Adopt strategic adaptabilities to manage an inclusive working environment
  • Reconcile intolerant behaviors and navigate through disruption while remaining sensitive to various diversities
  • Learn how to manage various cultural norms in global operations that will contribute to your bottom line

Speakers:

Dhiraj Cherian
CFO
Bringing Sexy Back To Compliance: Executive Risk Resiliency In Uncertain Times

This presentation will discuss current and innovative methods for Executives to identify and report on significant risks to senior leadership and boards of directors. We examine a framework of a risk resilient organization to identify and discuss current emerging risks. We will review examples of effective reporting as well as examine approaches to have effective risk conversations with your executive team and board.

Key Takeaways:

  • Discuss current and emerging risk trends and how to identify them
  • Examine proven risk management reporting processes that can be implemented in your organization
  • Learn creative executive presentation approaches to have high-impact risk discussions with the executive team and board

Speakers:

Ron Skillens
Chief Compliance & Privacy Officer
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
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
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
Mergers and Acquisitions: Integrating with My Family

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 Intelligence of Building Teams, Employee Retention, and Motivation

COMING SOON!

Speakers:

Michael Mance
Vice President of Financial Operations
Is the Annual Plan Dead?

In the wake of COVID-19, it became apparent that companies were not prepared for the unexpected – in this case, a global pandemic that threw existing business plans right out the window. As we saw last March, so much can change in a matter of days. When companies rely on siloed annual planning, reacting to unexpected changes can lead to wasted time and resources, which have serious financial implications. For CFOs especially, this has called into question the very idea of an annual business plan. Recent events have crystalized that you can’t create a plan, walk away, and revisit it a year later. It’s time to abandon the annual plan as we’ve known it – businesses must have built-in scenarios to pivot with greater agility to successfully negotiate accelerating change and disruption.

Key Takeaways:

  • Identify the real-time levers that are going to help CFOs drive revenue performance, optimize costs, increase cash flow and liquidity, while mitigating risk
  • Evolve the annual plan to a nimble, data-driven planning process that includes multiple points of view and data so your company can quickly adapt to stay ahead despite change and disruption
  • Implement transformational changes to connect teams, systems, and insights that have the power to create new opportunity and drive performance

Speakers:

Victor Barnes
Chief of Connected Planning
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
Finance Talent Tsunami

The post-COVID era is starting and more and more people will be looking for new jobs at all levels of the organization. The reactivation of the economy brings new opportunities and the excitement to look for the big next step is on everyone’s mind. CFOs are staring at a situation in which they will have to face the departure of valuable employees but at the same time engage in the recruitment of many of those looking for a change. Executives should be ‘acting’ rather than ‘reacting’ during these changing times and come out of the storm even stronger. Many will look directly in the mirror and ask themselves if it is the right time to make a move. As the job market shakes, it is time to self-assess our individual motivations and evaluate personal motivations and objectives.

Key Takeaways:

  • Master the survival of the incoming Finance Talent Tsunami
  • Turn a seemingly conspicuous challenge into an effervescent opportunity
  • Explore the appropriate timelines of letting go

Speakers:

Alonso Ramos
CFO - US Operations
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
The CFO as the Moral Compass of the Organization

The Chief Financial Officer of any organization is uniquely positioned to create an environment and culture of doing the right thing for the right reason. The broad influence and exposure to all aspects of the organization give CFO’s the ability to steer the company in either the right or wrong direction.

Key Takeaways:

  • Uncover what morality looks like from the CFO's position and what it means for the company
  • Discuss both broad and specific examples of how to drive your own moral transformation
  • Explore the impact for the organization if the CFO does not take on this role

Speakers:

Stephen Voorhees
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
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

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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Luxurious Accommodations

The Sheraton Denver Downtown, a four-star hotel in the heart of Downtown Denver’s 16th street pedestrian mall, you’ll enjoy beautifully redesigned rooms, a heated rooftop pool, and a state of the art, 5000 square foot fitness center.

Inspiration, on Your Schedule

Customize the ideal summit experience to fit your busy schedule and connect from the comfort of your own home or office. All presentations are available to watch long after the event has ended.
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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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