3:55pm - 4:55pm

Panel Discussion: The ROI on Women in Leadership has Never Been Higher

Ilgi Calik

Ilgi Calik

Chief Financial Officer Warcraft Franchise

Blizzard Entertainment

Daya Harvey

Daya Harvey

Executive Director, Enabling Functions Finance & Finance Innovation

CSL Behring

Svetlana Chashkina

Svetlana Chashkina

Chief Financial Officer, Canada

Schneider Electric

Breanna McCloskey

Vice President Finance, Clinical Trials

Thermo Fisher Scientific

Heather Clayton

Heather Clayton

Chief Financial Officer

Vegas Golden Knights

Sarah Naim

Sarah Naim

Vice President Treasury & Financial Services

W. W. Grainger

  • Creating a purpose-driven strategy that makes an impact as our organization grows and nurtures a diverse workforce
  • Understanding the leader’s role as a force to shape and demonstrate corporate culture, and to serve as a catalyst for equality and inclusion
  • Sharing typical challenges faced by corporations when trying to promote diversity in the workforce
  • Illustrating the importance of today’s leaders building up and supporting the next generation our organizations will need for the future. What does that look like on a day-to-day basis?
  • Offering examples of strong and effective mentorship programs in onboarding, cross-training, job shadowing, and continuing education that make the difference
5:00pm - 6:00pm

Panel Discussion: AI Integration to Finance and Overall Org – You Lead the Way

Chad Heaton

Chad Heaton

Vice President, Finance

Meta

Gary Ennis

Gary Ennis

CFO, Americas Google Cloud

Google

  • Identifying quick wins with AI in finance to enhance operational efficiency, reduce costs and improve data accuracy
  • Assessing AI’s impacts and opportunities on business operations, uncovering scalable solutions that drive efficiency, innovation and competitive advantage across organizations of any size
  • Transforming finance roles with AI, empowering leaders to boost productivity, expand analytical capabilities and foster a data-centric culture
  • Enhancing predictive capabilities with AI, allowing for more accurate forecasting, risk management and proactive decision-making
  • Building a roadmap for sustainable AI adoption, balancing innovation with data privacy and regulatory compliance across the organization
6:00pm

7:30am - 8:15am

8:15am - 8:20am

Opening Remarks and Important Announcements

8:20am - 8:30am

Chair’s Welcome Address

8:30am - 9:05am

Storytelling with Data: Why Stories Matter In Finance

Gary Ennis

Gary Ennis

CFO, Americas Google Cloud

Google

  • Transforming financial data into strategic narratives that drive decision-making and build stakeholder trust
  • Developing impactful visualizations that spotlight critical insights, making data accessible and compelling for boardroom discussions
  • Linking data insights to financial performance to communicate value and inspire confidence among stakeholders
  • Demonstrating the value of data storytelling in ways that resonate with stakeholders and support strategic goals
  • Highlighting best practices for combining narrative with data for clear, impactful communication
9:05am - 9:40am

Building a Future-Fit Finance Function

Elmar Licharz

Elmar Licharz

Chief Financial Officer, North America

Volkswagen

  • Are you adhering to a traditional role for finance function, or evolving it into a core driver of business success?
  • Providing a roadmap to develop an effective finance function in the context of evolving mandates driven by digital transformation and multi-capital thinking
  • Optimizing costs to cut back spending on services no longer required due to being more relevant to the growth at all costs era
  • Encouraging technology adoption to drive automation further
9:45am - 10:20am

Transforming to Create a Customer-Centric, Digitally Enabled Business

Executive to be Announced

Capital One Trade Credit

  • Do you have catching up to do? Why areas of change at organization go beyond the usual technology-focus
  • Ensuring capacity to properly handle all data at your disposal to ensure secure migration to the cloud
  • Moving forward with tech-oriented approaches: Utilizing data mining and automating various reporting functions
  • Modernizing IT systems to drive integrations and efficiencies
9:45am - 10:20am

What it Takes to Keep Top Talent: A Study of Pre- and Post-Pandemic Employee Needs

Executive to be Announced

Workiva

  • What employees value most from their organizations
  • How the psychological needs of remote, deskless and office-based workers vary
  • Ideas to help you focus your engagement efforts and save you the headache of relying on trendy, unproven perks or lackluster legacy programs
9:45am - 10:20am

Generative AI, Blockchain and Other Emerging Technologies in Finance

Executive to be Announced

Oracle

  • Emerging technologies serve as the foundation of new products and services
  • What are the key levers of competitive advantage in global organizations?
  • Diving deep: What these technologies are, what their current state is, and what they offer to different industries
10:25am - 12:05pm
  • 10:30 am – 10:50 am: Meeting Slot 1/Networking
  • 10:55 am – 11:15 am: Meeting Slot 2/Networking
  • 11:20 am – 11:40 am: Meeting Slot 3/Networking
  • 11:45 am – 12:05 pm: Meeting Slot 4/Networking

These mutually agreed-upon conversations are arranged and facilitated by Executive Platforms staff to ensure attendees have valuable discussions about their top-of-mind questions, challenges, and opportunities.

12:10pm - 12:45pm

Adapting to the Evolving Expectations of Investors and Shareholders

Chad Heaton

Chad Heaton

Vice President, Finance

Meta

  • How have investors’ interests and behaviors changed in recent years, and what is driving that change?
  • Discussing IR’s role as both a spokesperson for the company and a representative of the public’s interest in the company’s performance to internal decision-makers
  • Building a multi-faceted strategy that thinks about how different audiences consume information and make decisions
  • Establishing meaningful metrics to analyze the effectiveness of communications strategies to revise and refine over time
12:10pm - 12:45pm

Redesigning 50 year old Legacy Technology at Marriott

Cameron Read

Cameron Read

Chief Financial Officer, US & Canada

Marriott

  • Evaluating the future of finance technology and how it’s powering our finance department
  • Determining the significant investments needed and how to offset those costs
  • Understanding capabilities and making the best investments for growth
12:10pm - 12:45pm

Finance Transformation: Enabling Finance Functions to be Catalysts for Strategic Decision-Making and Growth

Chryssa Haley

Chryssa Haley

Chief Financial Officer

Fannie Mae

  • How Fannie Mae streamlined key processes, improved finance insight and more
  • Uncover how to increase agility by simplification and standardization, driving access and elf services to empower the firm with insights
  • Lessons learned and next steps to maintain a transformational mindset
12:45pm - 1:45pm

Explore this year’s themed lunch discussions led by industry leaders, where executives engage in focused conversations over a meal, discussing topics they’re passionate about alongside their peers.

Content to be Announced

Tim Bosslet

Tim Bosslet

CFO

Chomps

Process Excellence in Finance

Pedro Thena Garrote

Vice President & Chief Financial Officer, Honeywell Process Solutions

Honeywell

How To Create and Maintain a Positive Work Culture

Stephen Famolaro

Stephen Famolaro

CFO

Kodiak Cakes

Approaching Valuations in a New Market Environment

Peter Harper

Peter Harper

Chief Financial Officer

Koozie Group

Driving Enterprise Productivity to Push Progress

Chirag Shah

Chief Financial Officer

Nature's Bakery

How Will the New SEC Cybersecurity Rules Affect Finance?

Mandy Jacomet

Chief Financial Officer

NeighborWorks Toledo Region

How Finance is Broadening its C-Suite Influence

Jose Borrero

Jose Borrero

Chief Financial Officer

NSF

Robotic Process Automation (RPA) in Financial Operations

Chelsea Traver

Chelsea Traver

Vice President of Finance

Senneca Holdings

Content to be Announced

Executive to be Announced

Wolters Kluwer

1:45pm - 2:20pm

Preventing Fraud and Investing in Finance Cybersecurity

Guru Ramamurthy

Guru Ramamurthy

Chief Financial Officer, Bayer U.S.

Bayer US

  • Mitigating risk in an increasingly digitized world
  • New rules: Investors, regulators, and other stakeholders are increasingly demanding transparency
  • Managing evolving cybersecurity risks to better understand factors that could materially impact a company financially
  • Developing effective internal controls to identify and control cybersecurity risks
1:45pm - 2:20pm

Finding the Next Productivity Breakthrough

Marcus Silveira

Marcus Silveira

Global Chief Financial Officer - SMB Acquisition

Dell Technologies

• Rebooting productivity measurements for the digital era
• How levers of productivity are shifting and assessing where CFOs should focus their attention
• Analyzing the structural productivity opportunities from AI and autonomous business models

1:45pm - 2:20pm

Transforming to Create a Customer-Centric, Digitally-Enabled Business

Erik Gerding

Erik Gerding

Director, Division of Corporation Finance - U.S. Securities Exchange Commission

U.S. Securities Exchange Commission

  • Do you have catching up to do? Why areas of change at organization go beyond the usual technology-focus
  • Ensuring capacity to properly handle all data at your disposal to ensure secure migration to the cloud
  • Moving forward with tech-oriented approaches: Utilizing data mining and automating various reporting functions
  • Modernizing IT systems to drive integrations and efficiencies
2:25pm - 3:00pm

Cash Operations Paradigm Shift: What It Is and How You Can Get Ahead

Executive to be Announced

Emburse

  • Learn how Open Banking and APIs are revolutionizing finance operations
  • Discover how you can leverage multi-bank capabilities for real-time cash visibility and payments
  • Gain actionable best practices that will help your company adapt to the era of big data and modern financial technology
2:25pm - 3:00pm

The Finance Pivot: Five Actions to Modernize and Deliver

Executive to be Announced

Wolters Kluwer

  • Get transparency into real-time cash position so that organizations can be more agile and confident in cash forecasting and liquidity planning
  • Leverage technology to drive transformation, enabling you to proactively provide strategic insights into spend, payments, and working capital
  • Collaborate with Finance, Treasury, Procurement to make smarter decisions that directly impact your company’s financial performance
2:25pm - 3:00pm

Finding the Next Productivity Breakthrough

Executive to be Announced

Marsh & McLennan Agency LLC

  • Rebooting productivity measurements for the digital era
  • How levers of productivity are shifting and assessing where CFOs should focus their attention
  • Analyzing the structural productivity opportunities from AI and autonomous business models
3:05pm - 4:15pm
  • 3:05 pm – 3:25 pm: Meeting Slot 5/Networking
  • 3:30 pm – 3:50 pm: Meeting Slot 6/Networking
  • 3:55 pm – 4:15 pm: Meeting Slot 7/Networking

These mutually agreed-upon conversations are arranged and facilitated by Executive Platforms staff to ensure attendees have valuable discussions about their top-of-mind questions, challenges, and opportunities.

4:20pm - 4:55pm

Finance for a Sustainable Future: Goal Setting, Benchmarking and Reporting

Chris Suh

Chris Suh

Executive Vice President & Chief Financial Officer

Visa

  • Meet the growing demand for corporate responsibility and client requests on carbon, energy, diversity and proper governance
  • Integrating sustainability goals and KPIs as a strategic financial imperative
  • Exploring the direct impact of sustainability strategy on financial performance
  • Managing costs, reducing risks, setting and measuring KPIs
  • Emphasizing practical ways CFOs can set realistic goals to monitor progress and unlock value
4:55pm - 5:30pm

Plugging the Revenue Gap

Lavanya Chandrashekar

Lavanya Chandrashekar

Former Chief Financial Officer

Diageo

  • Searching for growth: How to create a strong growth strategy to overcome the post-crisis stage of a pandemic
  • Helping investors understand the breadth of pipelines and capabilities in research and development
  • Exploring strategies being used to replenish our pipeline with a strong focus on M&A
  • How we are investing differently: Focusing on acquiring specific assets to increase future product developments
5:30pm - 5:35pm

Chair’s Closing Remarks

5:35pm

6:30pm

7:00pm

7:30am - 8:25am

7:45am - 8:20am

Achieving Intelligent Financial Planning & Analysis

  • Optimizing your available resources – people, process, and technology
  • Where your FP&A team ranks in its confidence index and how you can develop and implement an effective business planning process
  • Helping you understand and create an intelligent transformation strategy based on insights regarding the maturity level within each business category
8:25am - 8:35am

Chair’s Welcome Address

8:35am - 9:10am

Driving Business Transformation in a Volatile Economic Landscape

Phillipe Fau

Phillipe Fau

Chief Financial Officer

L'Oreal USA

  • Navigating inflation and rising interest rates while adapting financial strategies to maintain profitability in uncertain markets
  • Accelerating digital transformation to manage supply chain disruptions, enhance customer engagement, and drive operational efficiency amidst global instability
  • Fostering a culture of agility and innovation to respond to rapid shifts in consumer behavior and technological advancements
  • Integrating sustainability into financial planning as a strategic response to long-term geopolitical risks and resource constraints
9:10am - 9:45am

Managing the Change and Transformation of Finance Teams

Caroline Litchfield

Caroline Litchfield

Chief Financial Officer

Merck

  • Addressing challenges and reimagining how we interact with our employees is pivotal to enabling growth and success of the Finance function
  • New ways of working: Are they working? Remote, hybrid, and employee expectations
  • Effective strategies to lead and train employees while altering how they interact with new technology
  • Achieving economies of skill as well as economies of scale
  • How can we be successful when harnessing a culture of continuous improvement to nurture relationships and retain talent
  • Identifying key skills for future finance leaders
9:50am - 10:25am

Enterprise Data for Improved Decision-Making

Clara Sun

Clara Sun

Chief Financial Officer, Away from Home

Kellanova

  • The value of increased accessibility to enterprise data and its impact on our analysis and forecasting
  • How will the finance roles reliance on data increase – and can we transform how we operate in our jobs?
  • Mitigating the multitude of challenges that such large amounts of data can pose and how we can tackle them
9:50am - 10:25am

Preparing for Future ESG Disclosure Requirements

James Suh

James Suh

Chief Financial Officer

Florida Panthers

  • Exploring possible implications of new proposed rules from the Securities and Exchange Commission surrounding ESG disclosure requirements
  • Ensuring the right teams (audit, finance, sustainability and legal) are in the right place to properly track, report and disclose compliance information and data while also absorbing new government regulations
  • How can we structure a matrixed organization for facilitating progress within this ever-evolving landscape?
  • Preparing your teams by developing and managing a strategy for reporting on Environmental, Social and Governance (ESG)
9:50am - 10:25am

Unlocking Value and Mitigating Risk

Pratik Khowala

Pratik Khowala

Chief Financial Officer - Consumer Payments, Commercial & New Payment Flows

Mastercard

  • Connecting related opportunities, driving internal collaboration and efficiency
  • Building up insight and enabling scaled investment over time, as one opportunity leads to another
  • Providing multiple routes to achieve targets and mitigating risk of setbacks with diversified portfolios of opportunities
  • Enabling sustained growth by institutionalizing growth as a capability in the company’s DNA
10:25am - 11:15am
  • 10:30 am – 10:50 am: Meeting Slot 8/Networking
  • 10:55 am – 11:15 am: Meeting Slot 9/Networking

These mutually agreed-upon conversations are arranged and facilitated by Executive Platforms staff to ensure attendees have valuable discussions about their top-of-mind questions, challenges, and opportunities.

10:45am - 11:15am

Executive focus groups are informal moderated discussions among peers, held during networking breaks outside the summit agenda. No sign-up is required; delegates and speakers can join any group of interest.

Back from the Brink – How One Company Navigated a Crisis

Leslie Lunak

Leslie Lunak

Chief Financial Officer

BankUnited

How to Win at Process Automation in Accounts Payable

Vanessa Blumer

Vanessa Blumer

Vice President Finance North America

Hoya Vision Care

11:20am - 11:55am

Modern Finance and Data: Going Beyond the Numbers

  • Getting real time reporting for spend, cash forecasting, and liabilities
  • Uncovering areas of risk, supply chain vulnerability, and opportunities for fraud
  • Creating a plan with predictive insights and prescriptive actions
  • Building cohesion across key business functions like procurement and finance
11:20am - 11:55am

A People-First Learning Mindset: How to Upskill the Finance Function

  • Citizen-led innovation and how it’s impacting the finance world
  • How companies can drive digital transformation and its broader societal impact
  • The concept of the infinite learner, and why companies are starting to recognize the value of having this type of culture
11:20am - 11:55am

Transforming Finance IT into an Innovation Hub

  • How finance IT can both accelerate and support the demand for greater digitalization
  • Enabling chief financial officers to own their future technology and establish an organization to drive growth
  • Where are most finance teams going wrong with their innovation processes?
12:00pm - 12:35pm

Cost Optimization Strategies for Resilient Growth

Jonathan Ness

Jonathan Ness

Vice President of Supply Chain Strategy & Finance

General Mills

  • Are you feeling the pressure to drive growth and uncover competitive advantages amidst economic uncertainty?
  • Looking back at how companies that pursued resilience strategies like cost optimization performed better than the competition. How can you determine where opportunities for cost optimization exist now?
  • Exploring best practices for measuring the right KPIs, focusing on the long-term ROI of process improvements, and customizing cost optimization
12:00pm - 12:35pm

Lessons Learned When Updating ERP and HCM Systems

Lisette Mendez

Lisette Mendez

Chief Financial Officer & Chief Compliance Officer, AT&T Mexico

AT&T

  • Making the business case for change. Why did we want to do this?
  • Walking through our experience bringing Workday online across our organizations
  • Pointing out which stumbling blocks were ‘first time’ issues, and which were ‘hypercase’
  • Explaining the daily tactics that delivered results and drove accountability
  • Where are we now, and where do we want to go next?
12:00pm - 12:35pm

How to Win During the Coexistence Timeframe

David Altig

David Altig

Executive Vice President and Chief Economic Adviser

Federal Reserve Bank of Atlanta

  • Creating a simplified stream of communication and collaboration
  • Ways to cope when encountering both active and passive resistance to implemented changes by collaborating with
  • Prioritizing a gap analysis to compare the current state of your organization with your ideal state
  • Ensuring that employees at all levels of the organization believe in new initiatives in order to overcome cultural differences and achieving a more seamless transition
12:35pm - 1:35pm

Explore this year’s themed lunch discussions led by industry leaders, where executives engage in focused conversations over a meal, discussing topics they’re passionate about alongside their peers.

1:35pm - 2:10pm

Fireside Chat: Financial Agility – Why it’s a Necessity, Not a Luxury

Wetteny Joseph

Wetteny Joseph

Executive Vice President & Chief Financial Officer

Zoetis

  • How can CFOs rebrand themselves as innovation allies and execute successfully?
  • Deploying cost controls and understanding where we invest
  • CFO as the COO – engaging in operations and practical steps for engagement
1:35pm - 2:10pm

Building an Effective and Executable M&A growth Strategy

Jennifer Cloherty

Jennifer Cloherty

Chief Financial Officer

Dawn Foods Global

  • When should a company really consider M&A as key element of the growth strategy?
  • Creating an M&A framework to assess the landscape, align on priorities, and establish a target “heat map”
  • The “coffee cup” principle – cultivating relationships with a long-term view
  • Keys to successful M&A execution, watch-outs and pitfalls
1:35pm - 2:10pm

Corporate Performance Management: Aiming for Greater Financial Efficiency

Victoria Kuklina

Victoria Kuklina

Chief Financial Officer

Pinnacle Home Care

  • Exploring ways to transform reporting, planning, and analytic processes
  • Highlighting critical finance procedures that require modernization and how to introduce change
  • Leveraging Fintech to gain competitive advantage, improving agility, and decision-making across the enterprise
  • Improving transactional procedures through ERP, CRM and HCM systems and understanding the risks these systems pose
2:15pm - 2:50pm

Navigating Uncertain Economic Times Through Analysis and Forecasting

Dumi Martinez

Dumi Martinez

Chief Financial Officer, Mars Global Services

Mars

  • Adopting a proactive, informed, and flexible risk assessment and mitigation approach
  • Continuously identifying, evaluating, and addressing risks to protect against immediate and long-term threats
  • Utilizing scenario planning effectively and developing plans to address all possible outcomes
2:55pm - 3:30pm

The Future of Finance is About the People Who Can Ride the Waves of Transformation

Anita Bhat-Zutshi

Anita Bhat-Zutshi

Executive Vice President, Global CFO, Ice Cream Business

Unilever

  • Exploring how CFOs and other finance professionals are leveraging digital tools as part of their growing role as strategic partners in their organization’s strategic decision-making
  • How does upskilling of technical skills fit into the larger conversation of skills development in the context of a finance maturity model?
  • Offering ideas and innovations to help finance leaders gain comfort and confidence with the new tools and capabilities at their disposal while also looking to the future of these accelerating trends
  • Understanding how the increasing role of technology in our profession shapes different generations of our executives, and what we should do individually and as a community to allow a rising tide to lift all boats as we undergo this transformation together
3:30pm - 3:35pm

Chair’s Closing Address

Agenda Day Filter
Agenda Session Type Filter

Download The Agenda PDF

"*" indicates required fields

Are you a delegate or sponsor?*

By completing and submitting this form, you agree to receive marketing emails from Executive Platforms Inc. You can opt-out at any time by utilizing the unsubscribe link provided at the bottom of each email. All data collected will be handled in accordance with our Privacy Policy and Terms of Use.

Summit Floorplan

Sign Up For Our Newsletter

"*" indicates required fields

Are you a delegate or sponsor?*

By completing and submitting this form, you agree to receive marketing emails from Executive Platforms Inc. You can opt-out at any time by utilizing the unsubscribe link provided at the bottom of each email. All data collected will be handled in accordance with our Privacy Policy and Terms of Use.