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Day 1

Registration and Continental Breakfast

Chair's Welcome and Overview

Sas Mukherjee CFO, EVP & Chief Strategy Officer York Risk Services Group

Fireside Chat: AI, RPA and Innovative Tech Tools for the Present Day CFO

• Transforming Your Operations with AI and RPA

Sas Mukherjee CFO, EVP & Chief Strategy Officer York Risk Services Group
Claire Grosjean Director of Process Automation, Transformation Office SVB Financial Group

How to Leverage the Human Cloud to Optimize Company P&L

Cathleen Nilson Head of Finance Samsung

Using AI and RPA as a Tool to Contain Costs and Enhance Budgeting & Forecasting

• RPA as a value added resource to reduce operating costs
• How to leverage the human cloud to optimize company P&L
• RPA used to increase credibility through more reliable reporting and tighter controls
• RPA as a means to eliminate spreadsheet errors and workarounds allowing for better budgeting and forecasting

Cathleen Nilson Head of Finance Samsung
Michael Montagano CFO Kitchen United
Summer Redmon Controller Vera Whole Health

Networking Refreshment Break

Capture the Value of Digital Business Strategies

Digital is driving fierce competition across all industries and between organizations of all sizes. No one is immune! Fast-moving, nimble disruptive companies are breaking into (and creating) new markets by combining mobile, data analytics, IoT, and machine learning/AI technologies embedded in cutting-edge cloud-based applications. These new digital models drive value, both inside and outside the company. Join this session to learn innovative business strategies (from multiple industries) that leverage digital technologies to drive new revenue streams

Chris Germann VP Cloud Applications Strategist Oracle

The CFO Reimagined: from driving value to building the digital enterprise

Steve Culp Senior Managing Director, Accenture CFO & Enterprise Value Function Accenture

Networking Luncheon

The Data-Driven Finance Leader

• The technologies and skills you need to move to a digital, data-driven world
• The risks of not implementing a modernization strategy
• Big data's impact on planning and other financial processes
• New valuation metrics for digitally-centric businesses

Rich Reimer VP Strategic Marketing Sage Intacct

Networking Refreshment Break

Session Introduction by Avalara

Holly Heath Sr. Marketing Manager Avalara

The CFO’s Response to Tariffs & Trade Wars – roundtable discussion

• Preparing for change
• Changes to supply chain
• Tariffs with implications around downstream healthcare ramifications (particularly supply chain),
• Revising Global Trade Strategy

Ryan Quattlebaum CFO Adventist Health
Michael Montagano CFO Kitchen United
Greg Schulte Execuitve VP & CFO InfuSystem

Driving Innovation with Connected Planning for Finance

According to a recent survey, 85% of CFOs and senior finance executives believe that innovation is needed to drive stronger business insights, and yet 67% admit that many of their resources are tied up with legacy systems and traditional processes – leaving very little time to innovate. In this panel of practitioners and industry experts we explore how a dynamic, collaborative and intelligent way to connect planning processes across an enterprise empowers finance innovation. Learn how leading organizations are automating and transforming the way they anticipate performance gaps, drill down into root causes, assess the impact of alternative courses of action and enable effective decision making.

Tony Levy Global Head Finance Solutions Anaplan
Cameron Kinloch Head of Finance Ripple Foods
Tyler Snellings Director of FP&A AdRoll

Networking Reception

Day 2

Registration and Continental Breakfast

Chair’s Welcome and Overview of Day Two

Greg Schulte Execuitve VP & CFO InfuSystem

Embracing Sustainability for Corporate Responsibility and Strategic Growth. A View from the Sustainability Accounting Standards Board (SASB)

• Why CFO’s should care about sustainability and why it is matters to investors?
• The importance of the finance function in providing ESG (Environmental, Social, Governance)
• Sustainability strategy to investors through corporate reporting
• Increasing shareholder value by engaging in corporate social responsibility

Ken Goldman Former CFO Yahoo! & Current SASB Board Member Yahoo

The CFO’s Role in Encouraging Innovation through Sustainability and Other Strategies

• How the CFO can support sustainability strategies to create innovation with new products and services
• How to get started – first steps
• Taking it further: Business Partnering to create new products and services within a company’s sustainability practice

Ken Goldman Former CFO Yahoo! & Current SASB Board Member Yahoo
Daniel J. Morissette Sr. Executive Vice President and Chief Financial Officer Dignity Health
Greg Schulte Execuitve VP & CFO InfuSystem

How CPM 2.0 Applications Enable True Finance Transformation

Finance Transformation has been the mantra for CFOs and financial executives for many years. But are we really achieving making progress in moving from backwards to forward-looking? Improvements to ERP, CRM and HCM systems have helped many organizations improve their transactional processes. However, many are hindered in gaining efficiencies in their financial reporting, planning and analytic processes due to reliance on legacy corporate performance management (CPM) applications.

John O'Rourke VP Product Marketing OneStream Software

Refreshment Break

Expense Cards for the Modern Age

Expense cards for the modern age.
New technologies enable "smart" expense cards with simple to very complex spending restrictions built right in. No longer does Finance need to provide employees with $20K+ credit lines; no longer do employees have to put $Ks of corporate expenses on their personal cards. Instant /automated receipt capture, budgets that can reset daily/weekly/month, single use PO functionality.

Roger Gu Head of Business Development Emburse

Sustainability Program Performance Effects on Managerial Decision-Making and Corporate Culture

• Ways to measure your sustainability program’s effectiveness and management’s response
• Nurturing a socially and environmentally-minded work force as part of business strategy

Rachel Wong VP & Corporate Controller POPSUGAR
Ryan Quattlebaum CFO Adventist Health

Presentation by: CGMA

Ash Noah VP, External Relations AICPA

Networking Luncheon

Cracking the Code: Success Stories of the Modern Finance Professional

• Becoming a Business Partner
• Motivation & Inspiration – working for a company that you have passion for. The brand and a personal connection
• Inspiring a team and the bottom line impact. How to partner and influence an executive team

Guillermo Viveros Sr. Director of Finance TiVo
Kapil Agrawal Head of Finance Poshmark

Networking Break

Small Bites: Process Improvements and Automation at Organizations Resistant to Change

* Automating approvals
* Linking treasury management in ERPs to banks and other projects with short timelines that increase the velocity of wins, sharpens focus, and creates enthusiasm that spark innovation and, ultimately, change the culture for the better.

Greg Schulte Execuitve VP & CFO InfuSystem

Q&A and Wrap Up