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Solutions, Strategy & Connection at Finance’s Most Powerful Summit
Hilla Sferruzza
Hilla Sferruzza
EVP & CFO
Virtual
North America
June 21 - 24, 2022
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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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

Dr. Hope Obika Waobikeze
Assistant Director & CFO
Stephen Voorhees
CFO
Nicole Milntorpe
CFO
Teddy Collins
VP of Corporate Finance & Development
Heidi Capozzi
Executive Vice President, Global Chief People Officer
Valquir Correa
Vice President of Corporate Finance
Thresa Giles
Chief Business Officer
Hilla Sferruzza
EVP & CFO
Guy Melamed
CFO & COO
Daniel Echeverri
CFO- Mexico
Kapil Mehta
CFO & COO
David Meza
Senior Data Scientist & AIML Research & Development Lead
Dave DeFreitas
Group CFO (retired)
Miguel Mendieta
Senior Director - International Tax
Louis Fanzini
Chief Accounting Officer and Global Controller
Dhiraj Cherian
Former CFO
Bill Finley
CFO
Ron Skillens
Chief Compliance & Privacy Officer
Imad Mouchayleh
Director of Financial Internal Control Advisory Services
Casey Dial
Regional Sales Director

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.

Tune In on Your Time

It’s entirely up to you to whether to catch the premiere online or watch presentations on demand.
TuesdayJune 21
WednesdayJune 22
ThursdayJune 23
FridayJune 24
Sustainable Finance: Invest in Building a Transformative Future

Environmental, social, and governance initiatives have continued to gain traction, especially when new shareholders are looking to invest. Although this latest metric comes with a variety of practices and challenges, socially and environmentally conscious company decisions continue to progress through the ranks – and the finance department is uniquely positioned to drive the changes. Please join us in this executive interview with CFO & EVP of Meritage Homes, Hilla Sferruzza, as we dial in on what this new metric is and the impact it can have on your financial forecasts.

Key Takeaways:

  • Define ESG and its relevancy as it relates to your company initiatives
  • Explore the benefits as well as the potential trade-offs when implementing a new social or environmentally-conscious metric
  • Learn to plan an agile financial forecast within an ever-evolving ESG landscape

Speakers:

Hilla Sferruzza
EVP & CFO
Growth & Innovation: Navigating a Global Pandemic

Why is it essential that an organization continues to innovate even when faced with a “trifecta” of disasters? Peter Drucker is credited with saying; “if you don’t stay ahead of the pace of change, you are toast”. In other words, innovate or you die! I would like to share with you how Pace Center for Girls was able to focus on innovation and growth over the last 2.5 years in the midst of a pandemic, racial and social unrest, and economic uncertainty. I believe an organization’s strongest asset is its talent. If your talent mindset is focused on the disaster, you are unable to innovate. This presentation will walk you through three major steps we took to change our team’s outlook during a global crisis to ensure we continue to innovate and grow.

Key Takeaways:

  • Emulate innovation as a mindset, not just an idea
  • Respect that innovation is a necessity, not an option
  • Remain confident in your ability to innovate and grow, even while navigating a global crisis

Speakers:

Thresa Giles
Chief Business Officer
The Journey of Transforming People's Profile

We may all may be confronted with what the true secret to transformation is from time to time. Implementing new technology, going digital, or hybridizing your workforce may have taken a lot of time and resources and is no small feat to endure. But we cannot overlook what transformation means for our employees and what techniques we can foster to help them evolve, too! In the era of the Great Resignation or Reshuffle, having knowledgeable, autonomous, and accountable employees will not only save you time and money but also peace of mind throughout your own financial journey and personal or professional growth. In order to promote real financial impact in your organization, you need to become your own Agent of Transformation and guide your team to follow suit.

Key Takeaways:

  • Develop your employees into financial partners
  • Uncover the real financial impact within your organization
  • Merge your own financial leader journey with your employee's journeys

Speakers:

Valquir Correa
Vice President of Corporate Finance
Cyber Threats & The Costs of a Breach

If you have critical data – someone wants it. As a CFO, you don’t have to be an expert on the latest cyber threats or how best to protect your assets and data. However, critical awareness and inquiries to your CISO and team can position you to strategically implement the best cybersecurity procedures for your organization. In this presentation, we will explore the main points of contention that finance leaders will meet when it comes to cybersecurity and best practices from within and outside of your business.

Key Takeaways:

  • Determine where your sensitive data is overexposed
  • Be aware of disclosure requirements that have increased and regulations that have changed
  • Embrace the authority of protecting your organization and leading your team responsibly

Speakers:

Guy Melamed
CFO & COO
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:

  • Take the wheel of your financial decisions with real-time visibility
  • Fuel your financial analysis with big data to cut down on hard cost
  • Put your AP efficiencies into overdrive with full P2P automation

Speakers:

Casey Dial
Regional Sales Director
Building Talent & Teams for the Future

Diversity is key to building talented teams for the future. Progressive entities with national and global presence must work to create a diverse team to stay viable and successful. The workplace, workforce, and customers are constantly changing, and it is essential to establish diversity to balance productivity and a sustainable workforce. Communities, businesses, and companies are also changing; therefore, embracing a diverse workforce will foster inclusiveness for success, profitability, and competitiveness.

Key Takeaways:

  • Improve or manage the emotional intelligence of the workforce
  • Manage success with a focus on diverse interpersonal skills
  • Categorize and analyze diverse professional knowledge and skills

Speakers:

Dr. Hope Obika Waobikeze
Assistant Director & CFO
The CFO as the Moral Compass

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 on the organization if the CFO does not take on this role

Speakers:

Stephen Voorhees
CFO
The Modern FP&A Team: Strategies & Metrics of the Future

The FP&A landscape is changing. Finance teams now more than ever have growing responsibilities in data, strategy, and subsequent operations. While this evolution is certainly exciting, common challenges are presented across multiple FP&A teams, especially those who are maintaining manual modeling versus embracing automation. Please join us in this executive interview with the Vice President of Corporate Finance at SeatGeek, Teddy Collins, where he will discuss the modern FP&A team and the future strategies and metrics for profitable growth.

Key Takeaways:

  • Discover the new KPIs of a modern FP&A team
  • Recognize and prioritize the impact that FP&A teams can have on strategy and operations
  • Explore financial strategies for maintaining models, best practices, and data

Speakers:

Teddy Collins
VP of Corporate Finance & Development
The Digital Reporting Shortcut
The availability of business-intelligence tools has exponentially increased within the last several years, attracting players of all sizes. Mainstream examples include Power BI, Tableau, Spotfire, Oracle BI, and SAP BI. These tools are mainly designed to facilitate the way data is presented in order to showcase the most pertinent information and trigger optimal decision-making.
Nevertheless, adopting such tools is not always an easy task and companies may find themselves in difficult situations during its implementation. At first, convincing the leadership to transition from slides and spreadsheets to an all-encompassing data-integration system may prove challenging. Duplicating traditional spreadsheets into the new system and increasing other workloads for your team must also be carefully considered. In order to maintain your forecast’s agility, all leadership and teams must be appropriately trained and be and positioned to interact autonomously.

Key Takeaways:

  • Explore the availability of business intelligence tools that have evolved in the past several years
  • Recognize that the adoption of such tools is not always an easy task and companies may end up in complex situations
  • Embrace the shortcut between data generation and data reporting

Speakers:

Daniel Echeverri
CFO- Mexico
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
Progressive Value Creation & Strategies for Sustainable Profitability

The CFO role has rapidly matured from a fiduciary accounting position to being the forefront leaders of operative trailblazing – projecting the path to which the company evolves. Not only do CFOs remain responsible for the financial actions of an organization but forecasting the company’s fiscal strengths and weaknesses while proposing corrective actions has become the norm. As well-rounded executives, CFOs should affect an environment of sustainable profitability and overall progressive value creation. Please join us in this executive interview with the CFO of Smokey Bones Bar & Grill, Nicole Milnthorpe, as we explore strategic agility and the aspects of a well-rounded executive leader.

Key Takeaways:

  • Learn to strategically maneuver through volatile obstacles that will positively impact your organization's long-term goals and vision
  • Identify risks and actionable developments while maintaining the ability to change course
  • Create an autonomous team with a culture of agility and resourcefulness

Speakers:

Nicole Milnthorpe
CFO
The Great Resignation and the Nonprofit Sector
In 2021 we saw what has been called the Great Resignation but what the data shows is that really what happened is that people have re-prioritized their careers looking for better mission and value alignment and work-life balance. This presentation given by a 20-year nonprofit professional discusses how CFO controllers, HR Professionals, and others can bring their skills and talents into the Nonprofit sector while understanding and preparing for ways the non-profit sector is different. Additionally, it will provide resources on where to look for C-Suite nonprofit jobs.

Key Takeaways:

  • The nonprofit sector is different but the base skill set required is still the same
  • Nonprofit CFO's must be expert communicators
  • You are never alone. There are many places to help nonprofit professionals

Speakers:

Bill Finley
CFO
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)
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.

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
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
Employee Experience: Beyond the Paycheck
When it comes to recruitment, retention, and creating an environment of belonging – where the best talent wants to come work and stay, organizations must create a ‘Culture of Care.’ Underpinned by McDonald’s values, Heidi Capozzi will break down the components of what demonstrating a ‘Culture of Care’ looks like for one of the world’s most recognizable brands and how it’s differentiated the company in one of history’s toughest labor markets.

Key Takeaways:

  • How you can use your company’s purpose and values as a catalyst to determine what programs and benefits to offer your employee base
  • Understand why compensation is more than money for employees – and what you should be considering when outlining your rewards and benefits, no matter what level in the company
  • Why going “Beyond the Paycheck” requires accountability that your employees and stakeholders can measure—not just listening and learning

Speakers:

Heidi Capozzi
Executive Vice President, Global Chief People Officer
Global Expansion: What, When, Why, & How?
One should always try to expand given the right market at the appropriate time by using time and money efficiently. CFOs will continue to face challenges to stay compliant with local regulations and language barriers. However, these days it’s quite easy to meet such barriers and stay compliant.
The global expansion allows for building a competition-crushing team, scaling business faster, and thereby increasing profitability and shareholder value.

Key Takeaways:

  • Explore why expansion is necessary to grow the business
  • Sideline worrying about compliances while expanding globally
  • Achieve global expansion with ease and without much worry

Speakers:

Kaphil Mehta
CFO & COO
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?

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
Knowledge, Skills, Abilities, Tasks, & Technology: Combining Knowledge Graphs & NLP to find Hidden Skills
In this session, you will learn how knowledge graphs, 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. With graph data science methods, you can unlock insights on career planning, skill alignment, training paths, and more.

Key Takeaways:

  • Unlock the power to utilize graph data and NLP to actualize process improvement strategies
  • Learn how people analytic capabilities can be mapped through data-driven strategy
  • Mitigate employee turnover by exploring hidden skill sets revealed through graph data and scientific algorithms

Speakers:

David Meza
Senior Data Scientist & AIML Research & Development Lead

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

Learn and grow with 30+ sessions from industry thought leaders. All available on-demand to watch anytime, from anywhere.

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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.

Still Have Questions?

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

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.

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.

General Event Questions

The most important thing you can do is take the time to complete your registration. Your registration is the basis for all of our methods of personalizing your experience. The more accurate and complete your registration is, the easier it is for us to select opportune sessions and schedule private meetings for you.

We are closely monitoring and following CDC event guidelines and strategies to prevent the spread of COVID-19 and maintain healthy event operations. This includes proper cleaning and disinfecting of surfaces throughout the event venue.

Yes, we offer a variety of networking sessions to interact with speakers and event attendees during the Summit. Following each presentation the speakers often share their contact information so you can continue to foster the relationship.

We encourage you to follow our event Facebook page for speaker updates and great event content leading up to your Summit.

Upon completion of your registration, you will be paired with a personal concierge that will reach out directly to help with any questions and provide assistance that includes scheduling your one-on-one meetings and more.

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