February 26th

2:50 pm

Badge Pick Up

3:20 pm - 4:20 pm WELCOME DAY SPECIAL CONTENT

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

Ilgi Calik

Chief Financial Officer Warcraft Franchise

Blizzard Entertainment

Daya Harvey

Executive Director, Enabling Functions Finance & Finance Innovation

CSL Behring

Svetlana Chashkina

Chief Financial Officer, Canada

Schneider Electric

Breanna McCloskey

Vice President Finance, Clinical Trials

Thermo Fisher Scientific

Heather Clayton

Chief Financial Officer

Vegas Golden Knights

Sarah Naim

Vice President, Treasury & Financial Services

W.W. Grainger, Inc.

Session Details Arrow Icon
  • 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
4:25 pm - 5:00 pm WELCOME DAY SPECIAL CONTENT

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

Tom Hood

Director – Enterprise Advisory and Transformation

SC&H

Nick Scott

Director

SC&H

Session Details Arrow Icon
  • 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
5:00 pm - 6:00 pm WELCOME DAY SPECIAL CONTENT

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

Gary Ennis

CFO, Americas Google Cloud

Google

Gustavo Nascimento

CFO Latin America

Microsoft

Session Details Arrow Icon
  • 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
6:00 pm

Play it Forward

6:30 pm

executive dinner

Brought To You By

February 27th

Stream One Chair

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

Stream Two Chair

Marybeth Gray

Senior Vice President of Health and Welfare Benefits Consulting

Marsh McLennan Agency LLC

Stream Three Chair

Ad Arreman

SVP Global Strategic Sales

Adyen

7:30 am - 8:15 am

registration & breakfast

7:30 am - 8:15 am

registration & breakfast

8:15 am - 8:20 am

Opening Remarks and Important Announcements

8:20 am - 8:30 am

Chair’s Welcome Address

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

8:30 am - 9:05 am KEYNOTE

Storytelling with Data: Why Stories Matter In Finance

Gary Ennis

CFO, Americas Google Cloud

Google

Session Details Arrow Icon
  • 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
9:05 am - 9:40 am KEYNOTE

Building a Future-Fit Finance Function

Elmar Licharz

Chief Financial Officer, North America

Volkswagen

Session Details Arrow Icon
  • 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
9:45 am - 10:20 am Workshops
STREAM 1 WORKSHOP

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

Elliot Pires

Director, B2B Payment Partnerships

Capital One Trade Credit

Session Details Arrow Icon

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
STREAM 2 WORKSHOP

Navigating 2025: How Executives Are Preparing

Grant Olsen

Industry Principal

Workiva

Session Details Arrow Icon
  • 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
10:25 am - 12:05 pm Pre-Arranged One-To-One Meetings Arrow Icon

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.

  • 10:30 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
12:10 pm - 12:45 pm Case Studies
STREAM 1 CASE STUDY

Navigating Financial Implications of Global Brand Growth

Cameron Read

Chief Financial Officer, US & Canada

Marriott

Session Details Arrow Icon
  • 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.
STREAM 2 CASE STUDY

The Evolving Role of the Modern CFO

Guru Ramamurthy

Chief Financial Officer, Bayer U.S.

Bayer US

Session Details Arrow Icon
  • 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
12:45 pm - 1:45 pm

Executive Lunch Seating

brought to you by
12:45 pm - 1:45 pm THEMED LUNCH DISCUSSIONS

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

CFO

Banko Overhead Doors

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

Rob Konferowicz

Director of Operations

CCH Tagetik

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

Tim Bosslet

CFO

Chomps

Approaching Valuations in a New Market Environment

Peter Harper

Chief Financial Officer

Koozie Group

Driving Enterprise Productivity to Push Progress

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

Chief Financial Officer

NeighborWorks Toledo Region

1:45 pm - 2:20 pm KEYNOTE

Lessons from Meta’s Year of Efficiency and Instilling an Efficiency Culture

Chad Heaton

Vice President, Finance

Meta

Session Details Arrow Icon
  • Ensure leadership alignment
  • Disrupt bureaucratic legacy processes
  • Identify canaries in the coal mine
  • Reset and realign org charts
  • Lock in new efficiency culture
2:25 pm - 3:00 pm Workshops
STREAM 1 WORKSHOP

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

Emburse

Michael Mangum

Director of Financial Systems

Raymond James

Session Details Arrow Icon
  • 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
STREAM 2 WORKSHOP

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

Marybeth Gray

Senior Vice President of Health and Welfare Benefits Consulting

Marsh McLennan Agency LLC

Session Details Arrow Icon

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
STREAM 3 WORKSHOP

Beyond the Buzz: Practical AI Use Cases for Finance Teams

Rob Konferowicz

Director of Operations

CCH Tagetik

Session Details Arrow Icon
  • 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
3:05 pm - 4:15 pm Pre-Arranged One-To-One Meetings Arrow Icon

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.

  • 3:05 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
3:45 pm - 4:15 pm FOCUS GROUP

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.

TOPIC one

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

Salman Khan

Chief Financial Officer

MARA Holdings

4:20 pm - 4:55 pm KEYNOTE

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

Chryssa Halley

Chief Financial Officer

Fannie Mae

Session Details Arrow Icon
  • 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
4:55 pm - 5:55 pm KEYNOTE

Live Interactive Musical Keynote: Quest to be the Best!

Daniel Myers

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

Haslam School of Business at University of Tennessee

Session Details Arrow Icon

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
5:55 pm - 6:00 pm

Chair’s Closing Remarks

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

6:00 pm

Drinks Reception

6:30 pm

executive dinner

Brought To You By
7:00 pm

executive dinner

Brought To You By

February 28th

Stream One Chair

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

Stream Two Chair

Marybeth Gray

Senior Vice President of Health and Welfare Benefits Consulting

Marsh McLennan Agency LLC

Stream Three Chair

Ad Arreman

SVP Global Strategic Sales

Adyen

7:30 am - 8:25 am

registration & breakfast

8:25 am - 8:35 am

Chair’s Welcome Address

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

8:35 am - 9:10 am KEYNOTE

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

Joe Tkac

Senior Vice President

L'Oréal Finance Shared Services

Session Details Arrow Icon
  • 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
9:10 am - 9:45 am KEYNOTE

Managing the Change and Transformation of Finance Teams

Melissa Leonard

Senior Vice President, Corporate Treasurer

Merck

Session Details Arrow Icon
  • 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
9:50 am - 10:25 am Case Studies
STREAM 1 CASE STUDY

Enterprise Data for Improved Decision-Making

Clara Sun

Chief Financial Officer, Away from Home

Kellanova

Session Details Arrow Icon
  • 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
STREAM 2 CASE STUDY

Strengthening Finance Capabilities for Scaling the Business

Tatiana Simonelli

Corporate CFO

Alfasigma

Session Details Arrow Icon
  • 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
STREAM 3 CASE STUDY

How CFOs Should Navigate a Changing SEC: Accounting Issues and Beyond

Erik Gerding

Partner

Freshfields US LLP, (Former Director, Division of Corporation Finance - U.S. Securities Exchange Commission)

Session Details Arrow Icon
  • How will the SEC approach accounting issues such as non-GAAP measures and segment reporting?
  • What is next for internal accounting controls and disclosure controls and procedures?
  • What will Congress and the agency do regarding crypto and to facilitate ipos, private placements, and staying private?
  • How to navigate DEI and ESG issues in governance and disclosure?
10:25 am - 11:15 am Pre-Arranged One-To-One Meetings Arrow Icon

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.

  • 10:30 am – 10:50 am: Meeting Slot 8/Networking
  • 10:55 am – 11:15 am: Meeting Slot 9/Networking
10:45 am - 11:15 am FOCUS GROUP

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.

TOPIC one

Back from the Brink – How One Company Navigated a Crisis

Leslie Lunak

Chief Financial Officer

BankUnited

TOPIC two

How to Win at Process Automation in Accounts Payable

Vanessa Blumer

Vice President Finance North America

Hoya Vision Care

11:20 am - 11:55 am Workshops
STREAM 1 WORKSHOP

How to Make Finance Your Data Power Center: The MLB Network Story

Gabi Steele

Co-founder

Preql Inc.

Leah Weiss

CEO

Preql Inc.

Jessica Reinhardt

Business Intelligence Engineer

MLB Network

Session Details Arrow Icon

Join a discussion with MLB Network to discover how they transformed their lean finance team from a data bottleneck into the network’s data innovation engine. Learn how they tackled scattered spreadsheets, manual reporting, and siloed systems to build a streamlined data infrastructure that now powers the entire organization. We’ll share practical steps to elevate your FP&A team from an underresourced, reactive function to a strategic leader in technology and innovation. Whether you’re wrestling with data challenges or looking to increase your finance team’s impact, this session will provide actionable steps to turn your finance department into a data powerhouse.

12:00 pm - 12:35 pm Case Studies
STREAM 1 CASE STUDY

Cost Optimization Strategies for Resilient Growth

Jonathan Ness

Vice President of Supply Chain Strategy & Finance

General Mills

Session Details Arrow Icon
  • 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
STREAM 2 CASE STUDY

Lessons Learned When Updating ERP and HCM Systems

Lisette Mendez

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

AT&T

Session Details Arrow Icon
  • 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?
STREAM 3 CASE STUDY

The US Economic Outlook: Too Many Missing Pieces

David Altig

Executive Vice President and Chief Economic Adviser

Federal Reserve Bank of Atlanta

Session Details Arrow Icon

Altig will discuss the outlook for the U.S economy in 2025. The focus will be on key uncertainties facing the U.S. economy in both the near- and longer-term, covering the central “known unknowns” about productivity, inflation, and other elements of the policy environment.” I apologize if this is not what you were looking for,

12:35 pm - 1:35 pm

Networking Lunch

12:35 pm - 1:35 pm

Executive Lunch Seating

brought to you by
12:35 pm - 1:35 pm Interactive Think Tanks

These are Informal and unmoderated networking opportunities for like-minded attendees to get together in small groups to brainstorm and discuss issues of common interest. Icebreaking questions and topics of possible conversation will be provided but are by no means mandatory.

TOPIC ONE

Getting the Most Out of the Next Generation of Digital Tools and Al

TOPIC TWO

New Ideas to Improve Investor Relations

TOPIC THREE

Onboarding that Makes a Lasting Impact on Performance

TOPIC FOUR

Regulatory Compliance: What Does Exceeding Expectations Look Like?

TOPIC FIVE

Mergers & Acquistions: Sharing Our Hard-Won Lessons Learned and Best

TOPIC SIX

What Does the Next Four Years Mean for Us and Our Finance Teams?

TOPIC SEVEN

Finance Challenges in Small-and Mid-Size Companies

TOPIC EIGHT

Institutional Knowledge Retention Programs: What Are We Doing?

TOPIC NINE

Comparing and Contrasting Our Experiences So Far with Al in Finance

TOPIC TEN

Upskilling, Retraining, Coaching, Job Shadowing, and Other Ways to Improve Our Teams

1:35 pm - 2:10 pm Case Studies
STREAM 1 CASE STUDY

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

Wetteny Joseph

Executive Vice President & Chief Financial Officer

Zoetis

Session Details Arrow Icon
  • 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
STREAM 2 CASE STUDY

Building an Effective and Executable M&A Growth Strategy

Jennifer Cloherty

Chief Financial Officer

Dawn Foods Global

Session Details Arrow Icon
  • 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
STREAM 3 CASE STUDY

The Fintech CFO – Leveraging Technology to Maximize Margins

Victoria Kuklina

(Former) Chief Financial Officer

Pinnacle Home Care

Session Details Arrow Icon
  • Exploring new technologies and their impact on financial decision-making
  • Leveraging data and automation to improve efficiency and outcomes
  • Identifying opportunities to enhance financial processes and operations
2:15 pm - 2:50 pm KEYNOTE

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

Dumi Martinez

Chief Financial Officer, Mars Global Services

Mars

Session Details Arrow Icon
  • 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
2:55 pm - 3:00 pm

Chair’s Closing Address

Jill Pemberton

Chief Financial Officer, North America

LVMH Moet Hennessy Louis Vuitton

7:30 am - 8:25 am

Registration & Networking

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