2026 Agenda

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March 9th

1:30 pm

Registration

2:20 pm - 3:15 pm WELCOME DAY SPECIAL CONTENT

Panel Discussion: Finance Leadership in M&A – Creating Value Before, During, and After the Deal

Tatiana Simonelli

Corporate CFO

Alfasigma

Sue Hohenleitner

CFO & Vice President of Finance, North America Innovative Medicine

Johnson & Johnson

Session Details

Aligning finance strategy with M&A goals: How to assess synergies, model scenarios, and prepare for integration from day one
Managing due diligence under pressure: Identifying financial risks, cultural red flags, and compliance gaps across global operations
Supporting smooth post-merger integration: Aligning systems, processes, and reporting structures while maintaining business continuity
Leading with clarity during change: Communicating effectively with stakeholders, managing talent retention, and fostering trust during uncertain times
Leveraging M&A as a catalyst for transformation: Upgrading systems, simplifying structures, and positioning the organization for future growth

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

Panel Discussion: Strategic Cost Reduction – Driving Efficiency Without Sacrificing Growth

Alexandre Romualdo

Vice-President, Global Financial Services & Finance Evolution

Bristol Myers Squibb

Sandra Masciarelli

VP of Finance & IT, CFO

Lala US

Session Details

Rethinking cost structures: How finance leaders are identifying inefficiencies, optimizing spend, and reallocating resources for maximum impact
Balancing short-term savings with long-term strategy: Ensuring cost-cutting initiatives align with growth, innovation, and customer value
Using technology and automation to reduce overhead: Streamlining finance operations and enabling leaner, more agile teams
Partnering across the organization: Equipping business units with tools and data to drive accountability and continuous improvement
Embedding efficiency into the culture: Creating frameworks that reinforce discipline, innovation, and ongoing performance gains

4:25 pm - 5:00 pm WELCOME DAY SPECIAL CONTENT

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

Executive to be Announced

SC&H

Session Details

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: Transforming Finance Through AI and Technology – Leading Enterprise-Wide Change

Gary Ennis

CFO, Google Cloud Americas

Google

Priya Thakur

BU CFO, VCA

Visa

Session Details

Unlocking value from AI in finance by streamlining reporting, increasing automation, and delivering real-time insights for faster decision-making
Leading cross-functional tech transformation: What it takes to implement new enterprise systems and modernize legacy infrastructure
Evolving the CFO’s role through AI and advanced analytics to shift from hindsight reporting to proactive, strategic leadership
Driving cultural change and digital adoption: Empowering teams to embrace new tools, workflows, and data-driven mindsets
Building a tech-forward roadmap: Ensuring sustainable implementation while managing risk, compliance, and stakeholder expectations

6:00 pm

Drinks Reception

6:30 pm

Executive dinner

(By Invite Only)

March 10th

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

8:30 am - 9:05 am KEYNOTE

The AI-Powered Finance Leader

Gary Ennis

CFO, Google Cloud Americas

Google

Session Details

Reclaiming Your Day with AI through smarter and speedier analytics, research, people management, info gathering, content creation, decision making, resource allocation and storytelling

9:05 am - 9:40 am KEYNOTE

Balance Sustainability and Profitability to Drive Long-Term Business Value

Rajesh Bondre

CFO - Cross Border Exports and International Expansions

Amazon

Session Details

Build a resilient business model that withstands environmental and social disruptions
Prioritize strategic investments that deliver both financial returns and long-term risk mitigation
Communicate sustainability efforts in investor-friendly terms that emphasize business value
Align operational efficiency with climate-conscious and socially responsible practices
Navigate shifting public and political perceptions while staying true to your company’s core values

9:45 am - 10:20 am Workshops

STREAM 1 WORKSHOP

Session Details TBA

Executive to be Announced

Capital One Trade Credit

STREAM 2 WORKSHOP

U.S. Healthcare: Broken or Brilliantly Rigged Against Employers?

Marybeth Gray

Senior Vice President of Health and Welfare Benefits Consulting

Marsh McLennan Agency LLC

Session Details

Hidden Costs. Murky Contracts. Time to Rethink Your Benefits Strategy.

It’s one thing to put together a benefits program. It’s another to design a benefits strategy. One serves your employees today; the other prepares your business for tomorrow and beyond.

Health benefits should be clear, affordable, and easy for your employees to use. But too often, hidden fees, complex contracts, and lack of transparency keep you in the dark. It’s time to take control. In this presentation, you will learn the three essential areas to focus on with your benefit programs. You’ll leave with practical insights to uncover inefficiencies, reduce spend, and improve member outcomes.

Join bold-thinking financial experts for real talk on what’s broken, what’s working, and what to do next!

Learning objectives:

Identify Hidden Costs and Contract Complexities: Understand how hidden fees and murky contract terms impact the overall cost and transparency of healthcare benefits and learn strategies to uncover and address these issues.
Evaluate and Rethink Benefits Strategies: Gain insights into designing a forward-looking benefits strategy that balances affordability, transparency, and employee usability, preparing your organization for 2026 and beyond. Focusing on quality care and steering to centers of excellence vs. cost shift within the plan.
Optimize Healthcare Spend and Member Outcomes: Learn innovative new-to-market medical advancements and a different approach to uncover inefficiencies within current benefit programs, reduce unnecessary expenses, and enhance health outcomes for employees.
Navigate the Evolving Healthcare Landscape: Develop awareness of current industry challenges and opportunities, enabling you to make informed decisions in a rapidly changing healthcare environment.
Implement Actionable Next Steps: Leave with concrete, practical insights and tools to reframe your benefits approach, improve transparency, and better align your healthcare programs with organizational goals.

STREAM 3 WORKSHOP

Using Generative AI Responsibly in the Finance Function

Executive to be Announced

Anaplan

Session Details

Automate variance analysis, narrative reporting, and reconciliation
Test AI-generated forecasts against historical data for accuracy
Establish guardrails and review protocols for AI use in sensitive processes
Train finance teams to partner with AI, not just audit its output
Stay ahead of AI’s evolution to maintain your competitive edge

10:25 am - 12:05 am Pre-Arranged One-To-One Meetings

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

CFOs: Stop Managing the Financials and Start Managing the Business

Craig Spargimino

CFO – CS&G, Medical Affairs, Facilities

CVS Health

Session Details

Transform your finance function from a tactical unit into a strategic business partner
Build deeper engagement between FP&A teams and operational leaders
Shift the mindset from reporting results to driving outcomes
Explore a real-world roadmap for enabling financial resilience through business leadership

STREAM 2 CASE STUDY

Make Financial Forecasts Agile to Navigate Market Disruptions Faster

Brittany Hill

CFO, Personal Protective Equipment

Honeywell

Session Details

Leverage next-gen forecasting platforms to boost agility and responsiveness
Automate manual processes to free up time for strategic analysis
Integrate real-time data across departments for a single source of truth
Improve scenario modeling to better prepare for market volatility

STREAM 3 CASE STUDY

Financial Systems Transformation: Building a Foundation for Smarter, Faster Finance

Carmelena Moffa

CFO Americas Power

IBM

Session Details

Gain insights from a two-year transformation journey that aligned finance and technology to drive strategic agility
Unlock decentralized access to financial data to empower decision-makers across the organization
Overcome common roadblocks by applying actionable strategies to lead change from the CFO’s seat
Leverage your modernized finance foundation to explore AI-driven forecasting and process automation

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.

Building Financial Resilience Amid Market Uncertainty

Raul Ramos

CFO

Agrocir

Maintaining a “Fit Finance” Organization Through M&A and Organizational Restructures

Emily Lane

Vice President, Corporate Finance

Arcfield

Enabling Innovation While Maintaining Financial Discipline

Andrew Reece

VP Finance

Blue Origin

Content to be Announced

Executive to be Announced

Capital One Trade Credit

Finance as a Strategic Partner: Evolving from Reporter to Influencer

Bob Raffo

SVP, Financial Services

Cencora, Pharma solutions

Building New Systems from Scratch

Amy Burns

CFO

Gigapower LLC

Content to be Announced

Brian Dauphin

CFO

Ingram Content Group

From Reports to Results: Making FP&A Insights Actionable

Sandra Masciarelli

VP of Finance & IT, CFO

Lala US

Embedding Data-Driven Insights Across the Finance Function

Jayant (Jay) Sood

VP, Finance

Life360

Content to be Announced

Executive to be Announced

LJM

Reimagining Finance Operating Models for a Digital Future

Kristina Ainsworth

VP of Finance

Lumen

Cyber Risk and Financial Exposure: How CFOs Can Prepare for the Inevitable

Antinea Reyes

LATAM CFO

Marathon Petroleum Corporation

Integrating Sustainability and Long-Term Value Creation into Financial Strategy

Nijaruna Niranjan

Chief Financial Officer

Master Fluid Solutions

Using FP&A to Drive Business Performance

Steven Hankins

CFO

Morgan Foods, Inc

Beyond the Numbers: Strengthening Strategic Influence in the C-Suite

Will Cureton

Chief Financial Officer

Nitrogen

From Vision to Value: Establishing an Enterprise Finance Function

Jessica Minkel

VP Finance

Scholastic

Understanding Barriers to AI

Crista Myatt

Director Of Finance PMO

Sierra Nevada Corporation

Scaling Finance Teams for Growth and Efficiency

J Scott DiValero

CFO

Verstela

Breaking Down Barriers: How Finance Teams Are Unifying Planning, Consolidation, and Reporting

Executive to be Announced

Wolters Kluwer | CCH Tagetik

1:45 pm - 2:20 pm Case Studies

STREAM 1 CASE STUDY

Turn AI into Measurable Business Value by Avoiding Common Pitfalls

Sue Hohenleitner

CFO & Vice President of Finance, North America Innovative Medicine

Johnson & Johnson

Session Details

Spot the red flags that signal an AI initiative is off track
Focus on high-impact automation projects that save time and money
Translate AI ambitions into measurable financial KPIs
Communicate AI value clearly to executives and the Board
Scale only what works, avoiding unnecessary complexity

STREAM 2 CASE STUDY

Leading Finance into Enterprise-Wide Impact

Frank Gumienny

SVP, Chief Operating Officer

Philadelphia Eagles

Session Details

Learn how to extend your influence beyond finance and shape enterprise-wide strategy
Discover how to navigate complex financial environments and turn challenges into opportunities
Walk away with concrete steps to position yourself for future C-suite leadership

STREAM 3 CASE STUDY

Seamless by Design: Finance’s Role in Successful M&A Integration

Yemi Ogundero

CFO, Global Cocoa Enterprise

Mars

Session Details

Align finance and business units early to accelerate post-deal value creation
Standardize systems and processes to avoid costly integration missteps
Manage cultural and operational risk with clear financial oversight
Track synergy realization with real-time dashboards and KPIs

2:25 pm - 3:00 pm Workshops

STREAM 1 WORKSHOP

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

Executive to be Announced

Emburse

Session Details

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

Modernize FP&A to Drive Faster, Smarter Decision Making

Executive to be Announced

Mindbridge

Session Details

Replace static spreadsheets with dynamic models to reflect live business inputs
Empower business units with self-service forecasting and planning tools
Improve cross-functional alignment through unified data platforms
Shorten budget cycles and accelerate financial close timelines
Translate planning insights into board-ready strategies

STREAM 3 WORKSHOP

Beyond the Buzz: Practical AI Use Cases for Finance Teams

Executive to be Announced

Wolters Kluwer | CCH Tagetik

Session Details

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

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

Overcoming Barriers to AI

Crista Myatt

Director Of Finance PMO

Sierra Nevada Corporation

Matthew Lowry

Director/CFO Data Integration Strategies

Sierra Nevada Corporation

TOPIC two

Beyond Compliance: Creating Competitive Advantage Through Regulatory Foresight

4:20 pm - 4:55 pm KEYNOTE

Fireside Chat: Lead Finance Transformation on a Lean Budget Without Sacrificing Innovation

Lori Bondar

SVP & Chief Accounting Officer

Tyson Foods

Session Details

Redesign core finance processes using existing tools and low-cost solutions
Prioritize transformation initiatives based on ROI, urgency, and ease of implementation
Build internal support by showcasing early wins and quantifiable impact
Empower teams to drive change through upskilling and decentralized innovation
Maintain momentum with a phased roadmap that aligns with business strategy and budget realities

4:55 pm - 5:30 pm KEYNOTE

Data to Decisions: Storytelling Strategies for CFOs

Augusto Sanabria

CFO of US Manufacturing & Mobility Sales Organization

Microsoft

Session Details

Learn how to frame financial insights in support of strategic goals

Discover techniques to simplify complex data without losing meaning
Build trust and alignment through clear, confident communication
Empower your team to tell stories that drive smarter decisions

5:30 pm - 5:40 pm

Chair’s Closing Remarks

5:40 pm

Drinks Reception

6:30 pm

Executive dinner

(By Invite Only)

March 11th

7:30 am - 8:25 am

Registration & Networking

8:25 am - 8:35 am

Chair Welcome Address

8:35 am - 9:10 am KEYNOTE

Lead Smarter M&A Decisions to Maximize Deal Value and Minimize Risk

Michael Slofstra

CFO / Senior VP Finance - NAM

adidas

Session Details

Lead sharper due diligence that uncovers risks early in the process
Structure deals to maximize synergies and long-term value creation
Manage post-acquisition integrations that protect business momentum
Build stronger cross-functional partnerships during transactions
Position finance as an indispensable player in strategic growth

9:10 am - 9:45 am KEYNOTE

Financing the Final Frontier: What Space Commercialization Reveals About Public-Private Investment, Innovation and Risk

Greg Autry

Nominee for CFO

NASA

Session Details

Explore real-world investment models from the space sector that illustrate how public-private partnerships can fund ambitious innovation.
Identify strategies to de-risk high-stakes projects using phased funding, outcome-based milestones, and stakeholder alignment.
Apply lessons from frontier industries to strengthen your organization’s approach to capital allocation and long-term planning.
Gain a fresh perspective on emerging markets and how finance leaders can drive growth through visionary—but grounded—investment decisions.

9:50 am - 10:25 am Case Studies

STREAM 1 CASE STUDY

Seamless Transitions: Accelerating Finance Transformation Through Effective Tech Onboarding

Cassandra Lee

Senior Vice President and CFO, AT&T Mass Markets and Mobility

AT&T

Session Details

Streamline adoption of new finance tools to reduce disruption and accelerate ROI
Equip teams with change management strategies that boost tech adoption
Integrate new platforms seamlessly into existing finance workflows
Improve data consistency and collaboration across departments
Empower finance professionals with the skills and confidence to leverage new technologies

STREAM 2 CASE STUDY

Build a High-Impact Finance Function Without Enterprise-Level Resources

Mark Lundeen

VP Finance

Tropicana Brands Group

Session Details

Redesign operations to deliver world-class finance services with lean teams
Implement flexible, modular technology stacks that scale smartly
Break down silos and drive deeper business partnering across departments
Deliver better insights faster without ballooning headcount

STREAM 3 CASE STUDY

Maximizing Strategic Value: Financial Lessons from a Mergers and Acquisitions

Yash Shah

CFO

ATP Tour

Session Details

Navigate the financial complexities of aligning two global entities with distinct revenue models
Manage due diligence and valuation in a dynamic, multi-stakeholder environment
Build financial frameworks to support joint commercial operations ahead of formal integration
Prepare for post-merger structures while operating under parallel governance
Anticipate challenges in harmonizing financial systems, reporting, and accountability metrics

10:25 am - 11:15 am Pre-Arranged One-To-One Meetings

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

From Numbers to Insights: Empowering Retail Finance Leaders Amid Digital Disruption

Erin Steinberger

VP, Finance

Pandora

TOPIC two

Scaling Smart: Financial Strategies Tailored for Small and Medium Enterprises

11:20 am - 11:55 am Workshops

STREAM 1 WORKSHOP

Master Working Capital to Unlock Cash and Weather Uncertainty

Session Details

Identify hidden inefficiencies in your order-to-cash and procure-to-pay cycles
Use predictive analytics to fine-tune cash forecasting
Improve liquidity through better payment terms and vendor engagement
Optimize inventory and credit policies in partnership with operations
Reduce reliance on short-term borrowing without impacting growth

STREAM 2 WORKSHOP

Win Competitive Advantage with Smart Finance Strategies for Small and Mid-Sized Companies

Executive to be Announced

Medius

Session Details

Focus your resources on the finance initiatives with outsized returns
Build nimble teams that thrive without layers of bureaucracy
Find creative ways to outsource, automate, and scale smartly
Learn from mid-market success stories, not just enterprise models
Stay competitive against larger firms with faster, more flexible operations

STREAM 3 WORKSHOP

Control Enterprise Spending with Precision and Insight

Session Details

Consolidate spend data across departments and systems
Identify maverick and tail spend to uncover hidden savings
Set clear budget owners and approval workflows for accountability
Enable real-time spend visibility with modern tools
Drive supplier negotiations with data-backed insights

12:00 pm - 12:35 pm Case Studies

STREAM 1 CASE STUDY

Financial Leadership in Market Expansion: How Sixt Scaled in North America

Dennis Boehringer

Chief Financial Officer

Sixt

Session Details

Reveal how finance guided strategic decision-making during Sixt’s entry into a mature, competitive market
Share lessons on building financial resilience while investing in aggressive growth
Explore how the finance function partnered cross-functionally to drive operational efficiency and ROI
Highlight real-world challenges — and how finance responded — from site selection to pricing strategy

STREAM 2 CASE STUDY

Financial Systems Transformation: Building a Foundation for Smarter, Faster Finance

Catalina Serna-Valencia

Chief Financial Officer

Goodwill Industries International

Session Details

Gain insights from a two-year transformation journey that aligned finance and technology to drive strategic agility
Unlock decentralized access to financial data to empower decision-makers across the organization
Overcome common roadblocks by applying actionable strategies to lead change from the CFO’s seat
Leverage your modernized finance foundation to explore AI-driven forecasting and process automation

STREAM 3 CASE STUDY

Stay Ahead of Regulatory Changes to Safeguard and Grow Your Financial Operations

Alessandra Miranda

CFO, Latin America, Caribbean

Diageo

Session Details

Stay informed on global regulatory changes affecting financial operations
Align internal policies with new compliance requirements
Engage with regulators to anticipate and influence policy developments
Assess the impact of regulatory changes on financial reporting and disclosures
Implement systems to monitor ongoing compliance effectively

12:35 pm - 1:35 pm

Networking Lunch

1:35 pm - 2:10 pm KEYNOTE

Building an Integrated Finance Team to Drive Enterprise Value

Lavanya Chandrashekar

Chief Financial Officer

News Corp

Session Details

Align finance, operations, and business units to create a unified view of performance and decision-making
Strengthen collaboration by embedding finance expertise into cross-functional initiatives
Streamline processes and leverage technology to eliminate redundancies and accelerate insights
Empower your team with the skills and mindset needed to shift from transactional tasks to strategic partnership

2:10 pm - 2:45 pm KEYNOTE