Stream One Chair

Jill Pemberton

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

Stream Two Chair

Marybeth Gray

Marybeth Gray

Senior Vice President of Health and Welfare Benefits Consulting

Marsh McLennan Agency LLC

3:20pm - 4:20pm

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

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, Inc.

  • 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
4:25pm - 5:00pm

Preparing for the Future: A Journey to the Modern Finance Function

Tom Hood

Tom Hood

Director – Enterprise Advisory and Transformation

SC&H

  • A global perspective – key trends and opportunities for finance teams to focus on in 2025 and beyond
  • Anchoring transformation with a vision to successfully drive change across mindset, toolset and skillset
  • Mapping the foundational solutions finance needs across ERP, EPM and Data Analytics to successfully enable AI
  • A new mandate – re-inventing your team for the digital age
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

Gustavo Nascimento

Gustavo Nascimento

CFO Latin America

Microsoft

  • 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

6:30pm

7:30am - 8:15am

8:15am - 8:20am

Opening Remarks and Important Announcements

8:20am - 8:30am

Chair’s Welcome Address

Jill Pemberton

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

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

CFOs: Don’t Let An Outdated Accounts Receivable Program Stifle Business Growth

Elliot Pires

Elliot Pires

Director, B2B Payment Partnerships

Capital One Trade Credit

Attend this session to:

  • Dig into how the B2B buyer/supplier relationship is changing, and the competitive threat it poses
  • Better understand the AR risks and challenges faced by B2B suppliers just like you
  • Explore streamlined AR solutions that your competitors are already implementing
9:45am - 10:20am

Navigating 2025: How Executives Are Preparing

Grant Olsen

Grant Olsen

Industry Principal

Workiva

  • Explore key developments from 2024 that will influence executive leadership and decision-making in 2025
  • See how leaders are preparing, with insights from 1,600 executives surveyed on behalf of Workiva for the 2025 Executive Benchmark on Integrated Reporting
  • Gain perspectives on how executives are using technology to respond nimbly to dynamic business needs
9:45am - 10:20am

Generative AI, Blockchain and Other Emerging Technologies in Finance

  • 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

Fireside Chat: Finance Transformation as a Catalyst for Strategic Decision-Making

Chryssa Halley

Chryssa Halley

Chief Financial Officer

Fannie Mae

  • Finance transformation a critical component of broader organizational change – and it’s table stakes for a finance organization that seeks to uncover the insights that help companies develop the right corporate strategy
  • Done right it will also help a company understand changing market conditions and their implications – aligning financial operations with market dynamics in a safe & sound manner
  • But it’s hard: overcoming challenges in the transformation journey requires not just a shift in processes, it requires a shift in mindset and even culture
12:10pm - 12:45pm

Navigating Financial Implications of Global Brand Growth

Cameron Read

Cameron Read

Chief Financial Officer, US & Canada

Marriott

  • Gain insights into leveraging an asset-light business model to drive scalable and efficient growth.
  • Explore key financial considerations when expanding into new markets and adapting to evolving industry landscapes.
  • Learn how to navigate the broader implications of growth, from operational challenges to financial sustainability.
12:10pm - 12:45pm

The Evolving Role of the Modern CFO

Guru Ramamurthy

Guru Ramamurthy

Chief Financial Officer, Bayer U.S.

Bayer US

  • Identify key challenges and opportunities facing CFOs in today’s business environment
  • Discuss the impact of technology on the evolving responsibilities of finance leaders
  • Explore strategies for aligning financial goals with organizational objectives
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.

Robotic Process Automation (RPA) in Financial Operations

Chelsea Traver

Chelsea Traver

CFO

Banko Overhead Doors

Migration Made Easy: Best Practices for Replacing SAP BPC and Oracle HFM

Rob Konferowicz

Rob Konferowicz

Director of Operations

CCH Tagetik

Cross-Collaboration Within a Scaling Business – Speed & Insights Over Reporting

Tim Bosslet

Tim Bosslet

CFO

Chomps

Approaching Valuations in a New Market Environment

Peter Harper

Peter Harper

Chief Financial Officer

Koozie Group

Content to be Announced

Diane Nyugen

Diane Nyugen

CFO Microsoft Federal

Microsoft

Driving Enterprise Productivity to Push Progress

Chirag Shah

Chirag Shah

Chief Financial Officer

Nature's Bakery

Doing More with Less : The Challenges Our Non-Profit Faces and Addresses Utilizing Best Practices

Mandy Jacomet

Mandy Jacomet

Chief Financial Officer

NeighborWorks Toledo Region

How Finance is Broadening its C-Suite Influence

Jose Luis Borrero

Jose Luis Borrero

Chief Financial Officer

NSF

1:45pm - 2:20pm

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
2:25pm - 3:00pm

Spend Management Paradigm Shift: What It Is and How You Can Get Ahead

Emburse

Michael Mangum

Michael Mangum

Director of Financial Systems

Raymond James

  • Learn how compliance, spend management and data & analytics are revolutionizing finance operations
  • Discover how you can leverage multi-bank capabilities for real-time spend 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

Healthcare Costs Surge, Exceeding Employer Budgets in 2025: Highest Increase in 15 Years

Marybeth Gray

Marybeth Gray

Senior Vice President of Health and Welfare Benefits Consulting

Marsh McLennan Agency LLC

Healthcare costs play a pivotal role in the success and sustainability of businesses across various industries. In fact, they are ranked second only to compensation when it comes to the financial burdens faced by organizations. Healthcare benefits directly impact a company’s ability to attract, recruit, and retain top talent. The rising costs of healthcare have become a pressing concern for businesses of all sizes, and the impact of healthcare costs extends beyond the financial realm. High healthcare expenses can strain a company’s budget, limiting its ability to invest in other areas of growth and development. This is why finding sustainable solutions that strike a balance between providing comprehensive healthcare benefits and managing costs effectively is essential for organizations.

In this session we will share:

  • What the current top cost drivers in healthcare are in 2025 and beyond, and how to prepare and build a sustainable strategy to manage them
  • Our financial modeling tools will show you how to determine the right plan design changes that will deliver the greatest ROI
  • Cancer is the number one cost driver for employers in the US and we have solutions that will increase quality and drive down waste and costs
  • Statistics fresh from the Mercer Survey and National Business Group on Health on what employees want from their employer and benefits package
  • How to personalize their employee benefits to help meet the diverse needs of today’s modern workforce, while also controlling costs. Learn how to balance cost against effectiveness and demand
2:25pm - 3:00pm

Beyond the Buzz: Practical AI Use Cases for Finance Teams

Rob Konferowicz

Rob Konferowicz

Director of Operations

CCH Tagetik

  • How AI is being used to address common challenges in FP&A, financial close, and reporting  
  • Key considerations for integrating AI into existing finance processes
  • Lessons learned and best practices to guide AI adoption
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.

3:45pm - 4:15pm

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.

Unlocking the Future: Bitcoin, Energy, and AI as Drivers of Financial Innovation and Treasury Assets

Salman Khan

Salman Khan

Chief Financial Officer

MARA Holdings

4:20pm - 4:55pm

Plugging the Revenue Gap

Lavanya Chandrashekar

Lavanya Chandrashekar

Chief Financial Officer

News Corp

  • 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
4:55pm - 5:55pm

Live Interactive Musical Keynote: Quest to be the Best!

Daniel Myers

Daniel Myers

Former EVP Integrated Supply Chain at Mondelēz International, Senior Fellow at

Haslam School of Business at University of Tennessee

Creating an inspired organization that is driven to be the best is a legacy we all want to create. In this multi-media presentation, Daniel Myers and four world class musicians will share what it takes to create A Band, A team that is committed to being the best. You will not want to miss this amazing keynote that takes you on a musical journey required to WOW the audience.

  • Everyone wants to be the Best, but all musicians are not willing to put for the effort to be the best. Individual Mastery takes a 10,000-hour journey
  • Learn how great musicians in your Band must be totally focused on delivering the perfect show
  • Learn from the very best within your genre but also across all genres and then add your Band’s creativity to go beyond!
  • You as conductor may not be the best musician but you must be the best coach.
  • There is a time for harmony, for unison but also for solos and then for the unified power packed chorus
  • “ You are only as good as your last standing ovation”- Kenny Rodgers
5:55pm - 6:00pm

Chair’s Closing Remarks

Jill Pemberton

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

6:00pm

6:30pm

7:00pm

7:30am - 8:25am

8:25am - 8:35am

Chair’s Welcome Address

Jill Pemberton

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

8:35am - 9:10am

Future-Ready Finance: Strategies for Driving Value in an Evolving World

Joe Tkac

Joe Tkac

Senior Vice President

L'Oréal Finance Shared Services

  • Explore the key catalysts for value creation in finance and how to stay ahead in a rapidly changing environment.
  • Learn how to leverage data, compliance, and productivity to build trust and drive informed decision-making.
  • Discover strategies for developing agile leadership and integrating sustainability into financial planning to address future challenges.
9:10am - 9:45am

Managing the Change and Transformation of Finance Teams

Melissa Leonard

Melissa Leonard

Senior Vice President, Corporate Treasurer

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 building the breadth of digital capabilities across finance
  • Achieving economies of skill as well as economies of scale
  • Building a culture that supports the development of future leaders
  • Building key skills in our 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

Strengthening Finance Capabilities for Scaling the Business

Tatiana Simonelli

Tatiana Simonelli

Corporate CFO

Alfasigma

  • Explore key strategies for optimizing financial operations to support business growth
  • Learn how to adapt financial processes and tools for scalability
  • Discover approaches to align finance functions with overall business objectives
9:50am - 10:25am

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
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

Executive to be Announced

Preql Inc.

  • 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

Networking Lunch

12:35pm - 1:35pm

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

The Power of Global Perspective: Cultural Intelligence in Business Transformation and Operational Excellence

Dumi Martinez

Dumi Martinez

Chief Financial Officer, Mars Global Services

Mars

  • The critical role of cultural intelligence in leading a high-performing finance function within a complex global enterprise
  • Balancing local market insights with a clear focus on global alignment for sustained success
  • Harnessing global perspectives to drive innovation and optimize operations in a multicultural environment
  • Embedding cultural intelligence into leadership strategies and aligning financial operations across diverse markets
  • Driving cross-cultural collaboration to build a resilient, future-ready finance function
2:55pm - 3:00pm

Chair’s Closing Address

Jill Pemberton

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

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