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2027 Agenda

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March 8th

2:00 pm

Badge Pick Up

2:45 pm - 3:25 pm WELCOME DAY SPECIAL CONTENT

Panel: The Strategic CFO: Driving Growth, Influence, and Enterprise Value

Jeff Goering

Chief Financial Officer

Baltimore Ravens

Elaine Boleski

Vice President, Finance, B2B

Duracell

Régine Fils-aimé

CFO, Missiles and Sensors

Honeywell

Sandra Masciarelli

CFO

Lala US

Session Details Arrow Icon
  • Balancing traditional responsibilities (risk, compliance, reporting) with forward-looking leadership and innovation
  • Leveraging data, analytics, and AI to inform decision-making and elevate finance’s influence across the organization
  • Developing the next generation of finance leaders with strategic, commercial, and leadership skillsets
3:30 pm - 4:05 pm KEYNOTE

From Reporting to Resilience: Building a Future-Ready Finance Function

Executive to be Announced

SC&H

Session Details Arrow Icon
  • Redefining finance value: from historical reporting to forward-looking decision support
  • Building a resilient finance operating model in volatile economic conditions
  • Aligning FP&A, accounting, and risk functions into a single performance engine
  • Leveraging data, systems, and automation to reduce friction in close, forecast, and planning cycles
  • Strengthening governance and control while enabling speed and agility
4:10 pm - 4:45 pm WELCOME DAY SPECIAL CONTENT

Transforming the Future of Finance Through AI and Intelligent Decision-Making

Session Details Arrow Icon
  • Exploring how generative AI is reshaping finance functions, enabling greater efficiency, productivity, and strategic impact
  • Moving beyond AI experimentation to practical applications that enhance financial planning, forecasting, and business performance
  • Leveraging AI-powered insights to improve decision-making, identify growth opportunities, and strengthen financial agility
  • Navigating the challenges of AI adoption, including data readiness, governance, and organizational change
  • Looking ahead at the evolving role of finance leaders as AI transforms how organizations operate, compete, and grow
4:50 pm - 5:25 pm KEYNOTE

Eliminating Cost Blind Spots: How CFOs Unlock Hidden Value in Enterprise Spend

Executive to be Announced

SIB

Session Details Arrow Icon
  • The most common blind spots in finance and procurement: telecom, energy, SaaS, logistics, banking fees, and vendor services
  • How fragmented contract structures erode financial control and forecasting accuracy
  • Moving from reactive cost cutting to continuous, AI-enabled spend optimization
  • Building a “no leakage” finance operating model across departments
  • How CFOs can turn cost recovery into a recurring value engine, not a one-time project
5:30 pm - 6:10 pm KEYNOTE

From Operations to Outcomes: Aligning Finance with Value Creation at Scale

Tim Brown

SVP Finance, CFO Print

HP

Session Details Arrow Icon
  • Connecting operational drivers to financial outcomes across complex global businesses
  • Partnering with supply chain and service functions to unlock value and improve performance
  • Enhancing visibility into key metrics that influence growth and profitability
  • Scaling value creation initiatives across diverse teams and regions
6:15 pm

Drinks Reception

March 9th

7:45 am - 8:15 am

registration & breakfast

8:30 am - 9:05 am KEYNOTE

Finance at a Turning Point: Navigating Volatility, Value Creation, and Transformation

Nicolas Delavechia

LatAm CFO

McKinsey & Company

Daniel Grundig

Finance Transformation Lead

McKinsey & Company

Session Details Arrow Icon
  • How finance leaders are responding to ongoing economic uncertainty, geopolitical risk, and shifting market dynamics
  • The evolving role of the CFO as a strategic partner driving enterprise transformation and long-term value creation
  • Building agile finance organizations that can adapt quickly to changing business conditions and decision cycles
  • Strengthening cross-functional alignment between finance, operations, and technology to improve speed and quality of decisions
  • Practical lessons from organizations that are successfully modernizing finance while improving business outcomes
9:10 am - 9:45 am Case Studies
Stream One – Finance Transformation and Operational Excellence

Operational Finance at Scale Turning Global Manufacturing Complexity into Competitive Advantage

Filip Marek

Division Chief Financial Officer, Building Construction Products Division

Caterpillar

Session Details Arrow Icon
  • Turn complex global operations into clear, actionable financial insights
  • Connect product costing, FP&A, and operations to improve margin visibility
  • Embed finance into plant-level continuous improvement initiatives
  • Streamline AP, AR, and reporting through automation and efficiency
Stream Two – Data, AI and Intelligent Finance

Turning Data into Decisions That Drive CFO Impact

Augusto Sanabria

CFO of US Manufacturing & Mobility Sales Organization

Microsoft

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  • Turn data and AI insights into actions that drive revenue growth, margin expansion, and cost efficiency
  • Apply predictive analytics to strengthen capital allocation and accelerate decision-making
  • Embed data-driven thinking into core finance workflows and operating rhythms
Stream Three – Strategic CFO Leadership and Business Influence

Finance Transformation Driving Agility, Efficiency and Strategic Impact

Alexander Godovits

CFO Categories & Commercial Europe

PepsiCo

Session Details Arrow Icon
  • Align finance to better support strategy, growth, and decision-making
  • Strengthen FP&A, controlling, accounting, and treasury for clearer insights
  • Drive cost discipline through zero-based budgeting and cash optimization
  • Manage integrations while maintaining governance and accountability
9:50 am - 10:25 am Workshops
STREAM 1 WORKSHOP

The Connected Finance Enterprise: From Fragmented Reporting to Real-Time Assurance

Executive to be Announced

Workiva

Session Details Arrow Icon
  • Why traditional finance reporting models are breaking under regulatory and stakeholder pressure
  • The shift from static reporting cycles to continuous, connected reporting environments
  • Building a “single source of truth” across finance, risk, audit, and sustainability teams
  • Reducing close and reporting cycle time through automation and data linking
  • How CFOs are expanding the role of finance from reporting to enterprise assurance
STREAM 2 WORKSHOP

Unlocking Growth Through Smarter Accounts Receivable Strategies

Executive to be Announced

Nuvei

Session Details Arrow Icon
  • Shifting B2B payment expectations
  • Hidden AR risks impacting cash flow
  • Competitive gaps from outdated processes
  • Modern, automated AR solutions
  • Faster payments, better customer experience
STREAM 3 WORKSHOP

From Data Chaos to CFO Clarity: Turning Finance Data into Real-Time Decisions

Executive to be Announced

Insight Software

Session Details Arrow Icon
  • Why fragmented data environments are the biggest barrier to faster, better finance decisions
  • Moving from spreadsheet dependency to automated, scalable reporting models
  • Creating a single source of truth across ERP, finance, and operational systems
  • Leveraging real-time data and dashboards to enable proactive decision-making
  • Reducing reporting cycle times while improving accuracy and audit confidence
10:25 am - 12:10 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
12:15 pm - 12:50 pm Case Studies
Stream One – Finance Transformation and Operational Excellence

Building the Future of FP&A as a Strategic Enterprise Function

Caroline McAuliffe

Senior Vice President, Head of Corporate Finance

Fannie Mae

Session Details Arrow Icon
  • Creating a roadmap to elevate FP&A from a reporting function to a strategic driver of enterprise decision-making
  • Aligning FP&A and procurement to improve forecasting accuracy, cost visibility, and long-term resource planning
  • Integrating financial planning, sourcing, and operational insights to support faster, more strategic business decisions
  • Modernizing FP&A capabilities through data integration, cross-functional collaboration, and scalable operating models
Stream Two – Data, AI and Intelligent Finance

Leading High-Performing Finance Teams in a Digital Era

Patrick Bergues

CFO Americas

Airbus

Session Details Arrow Icon
  • Building strategic finance teams that can adapt quickly to changing business and market demands
  • Developing leadership approaches that strengthen collaboration, accountability, and decision-making across finance functions
  • Equipping teams with the skills to leverage AI and digital tools while maintaining strong business judgment
  • Creating a culture of agility, continuous learning, and operational excellence within finance
Stream Three – Strategic CFO Leadership and Business Influence

Scaling Profitable Growth in a Multi-Brand Enterprise

Cameron Read

Chief Financial Officer, U.S & Canada

Marriott International

Session Details Arrow Icon
  • Optimizing financial performance across a diverse portfolio of brands and business units
  • Balancing customer experience investments with profitability and margin objectives
  • Using data and forecasting to anticipate demand shifts and improve resource allocation
  • Creating a scalable growth framework that supports long-term value creation and resilience
12:50 pm - 1:50 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.

Future-Ready Finance: Automating Compliance and Accelerating Insight

Executive to be Announced

CCH Wolters Kluwer

Elevating FP&A from Insight to Impact

John Stunson

VP of Finance

Scenic Cruises and Tours

Unlocking Agility Across Planning and Performance

1:55 pm - 2:30 pm Case Studies
Stream One – Finance Transformation and Operational Excellence

From Strategy to Execution: Finance's Role in Operational Performance

Cassie Lee

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

AT&T

Session Details Arrow Icon
  • Translating strategic priorities into operational action
  • Establishing KPIs that drive execution
  • Partnering with business leaders to improve performance
  • Allocating resources to the highest-value initiatives
  • Maintaining agility as business priorities evolve
Stream Two – Data, AI and Intelligent Finance

Transforming Finance Through Data, AI and Intelligent Decision-Making

George Lagoudakis

Deputy Chief Financial Officer

Keurig Dr Pepper Inc.

Session Details Arrow Icon
  • Integrating data and AI into the broader finance transformation strategy
  • Modernizing planning, forecasting, and performance management
  • Using automation to simplify processes and create capacity for higher-value work
  • Turning financial and operational data into faster, more actionable insights
  • Measuring the business impact of intelligent finance transformation
Stream Three – Strategic CFO Leadership and Business Influence

Leading Through Change: The CFO as a Catalyst for Business Alignment and Performance

Juan Pablo Perez

CFO, North America

Smurfit Westrock

Session Details Arrow Icon
  • Expanding the CFO’s influence across strategy, operations, and organizational leadership
  • Leading effectively through transformation, M&A, and integration
  • Aligning financial and operational priorities to strengthen business performance
  • Building trusted partnerships across the business to turn strategy into execution
2:35 pm - 3:10 pm Workshops
STREAM 1 WORKSHOP

Bringing Real-Time Spend into Financial Planning and Forecasting

Executive to be Announced

Emburse

Session Details Arrow Icon
  • Why traditional forecasting models fail without real-time spend inputs
  • The disconnect between FP&A, AP, and expense data—and its impact on decision-making
  • Capturing spend at the source to improve forecast accuracy and cash visibility
  • Integrating expense, invoice, and payment data into planning processes
  • Moving from periodic updates to continuous, rolling financial insight
STREAM 2 WORKSHOP

Benchmarking and Optimizing Your Travel Spend

Executive to be Announced

American Express Global Business Travel

Session Details Arrow Icon
  • Why visibility alone isn’t enough without context and benchmarking
  • Identifying pricing inefficiencies across airlines, hotels, and booking channels
  • Using data to renegotiate supplier agreements and improve terms
  • Driving policy compliance through insight, not enforcement alone
  • Turning T&E data into a continuous cost optimization engine
STREAM 3 WORKSHOP

Aligning Tax, Finance, and Leadership with Connected Data

Executive to be Announced

CCH Wolters Kluwer

Session Details Arrow Icon
  • Why misaligned data across tax, audit, and finance slows decision-making
  • The impact of inconsistent data on reporting accuracy and executive trust
  • Creating a unified data layer across compliance, reporting, and operations
  • Connecting workflows to ensure consistency from source data to final output
  • Improving collaboration between finance, tax, and executive leadership
  • Enabling faster, more confident decisions with aligned data
3:10 pm - 4:30 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.

3:15 pm – 3:35 pm: Meeting Slot 5/Networking
3:40 pm – 4:00 pm: Meeting Slot 6/Networking
4:05 pm – 4:25 pm: Meeting Slot 7/Networking

4:35 pm - 5:10 pm KEYNOTE

Finance-Led Transformation Strategies for Long-Term Value Creation

Aaron Alt

CFO

Cardinal Health

Session Details Arrow Icon
  • Aligning transformation investments with measurable value creation outcomes across operations, technology, and growth initiatives
  • Building finance-led transformation roadmaps that connect capital deployment, operational efficiency, and enterprise strategy
  • Leveraging data-driven performance metrics to track transformation impact, accelerate decision-making, and maximize long-term value
5:10 pm - 5:15 pm

Chair’s Closing Remarks

5:15 pm

Drinks Reception

5:45 pm

Executive dinner

6:00 pm

Executive dinner

March 10th

8:20 am - 8:55 am breakfast workshops
STREAM 1 BREAKFAST WORKSHOP

Predictive Risk Management in Finance

Executive to be Announced

Oracle

9:00 am - 9:30 am KEYNOTE

Delivering Disciplined Financial Investment For Sustainable Growth 

Rhianon DeLeeuw

Senior Vice President and Chief Financial Officer

Sam's Club

Session Details Arrow Icon

Content to be announced

9:35 am - 10:10 am Case Studies
Stream One – Finance Transformation and Operational Excellence

Driving Profitable Growth and Margin Expansion in a Global Consumer Business

Alessandro Di-Bella

Global CFO, Home Care

Unilever

Session Details Arrow Icon
  • Balancing top line growth with disciplined cost management across mature and emerging markets
  • Leading global category finance strategy while enabling local market agility
  • Navigating commodity volatility supply chain pressures and pricing strategy
  • Embedding performance management frameworks to improve margin visibility and accountability
  • Partnering with commercial and operations leaders to drive sustainable profitable growth at Unilever
Stream Two – Data, AI and Intelligent Finance

Transforming Finance Through Cost Optimization and Operational Excellence

Tumsheen Qureshi

VP, Internal Audit and Finance Continuous Improvement

Grainger

Session Details Arrow Icon
  • Rethinking finance processes to reduce costs, eliminate inefficiencies, and improve operational performance
  • Leveraging technology, automation, and process improvement to streamline workflows and increase productivity
  • Creating capacity within finance teams to focus on higher-value activities and strategic business priorities
  • Balancing cost reduction with long-term growth by establishing a culture of continuous improvement and financial discipline
Stream Three – Strategic CFO Leadership and Business Influence

Finance Leadership in High Stakes Integration and Value Creation

Session Details Arrow Icon
  • Aligning finance, business leaders, and the IMO around shared value creation goals
  • Building effective frameworks to identify, track, and realize synergies
  • Using financial discipline to prioritize opportunities and accelerate impact
  • Establishing accountability and transparency across a complex integration
  • Balancing near-term execution with long-term value creation
10:15 am - 10:50 am Case Studies
Stream One – Finance Transformation and Operational Excellence

Leading Through Transformation: How Finance Steers KFC’s Global Business Across 30,000+ Restaurants

Alexandra Barsk

Global CFO, KFC

Yum! Brands

Session Details Arrow Icon
  • One strategy, many markets: Managing the global-local tension
    How Finance creates strategic and financial alignment across a highly diverse global system while allowing markets the flexibility to respond to different consumer needs, competitive dynamics, economic conditions, regulatory environments, and geopolitical risks.
  • Finance as both protector and enabler: Creating confidence to take the right risks
    The best Finance organizations do more than identify and mitigate risk. They help the business understand which risks are worth taking. By bringing transparency to economics, scenarios, and downside exposure, Finance can create the confidence to pursue new markets, new business models, digital transformation, M&A, and other growth opportunities.
  • From strategy to execution: Turning ambition into action
    Moving beyond reporting and presentations to become the connective tissue between strategy and execution. Finance can translate long-term ambition into clear priorities, investment choices, milestones, metrics, and accountability, while continually helping the business decide where to accelerate or change course.
  • Hardwiring transformation into how the business operates
    Transformation becomes sustainable when it is embedded in planning, resource allocation, performance management, incentives, and operating rhythms. Finance plays a critical role in ensuring strategic priorities are reflected in where the organization puts its money, people, and attention.
Stream Two – Data, AI and Intelligent Finance

Creating Impact at the Intersection of Finance, Data, and Technology

Andy Miedler

Chief Financial Officer and Head of Digital, Data & Emerging Segments

Edward Jones

Session Details Arrow Icon
  • How to embed digital and data capabilities directly into core finance functions to improve decision-making
  • Real-life examples of using data to drive revenue growth, cost optimization, and customer insights
  • Lessons learned from leading digital initiatives
  • Balancing innovation with governance, risk, and financial discipline
Stream Three – Strategic CFO Leadership and Business Influence

Beyond the Forecast: Turning Insight into Strategic Action

Brittany Hill

VP, Finance - Supply Chain CFO

Protective Industrial Products, Inc

Session Details Arrow Icon
  • Shift from static budgeting cycles to continuous, real-time forecasting that adapts to market volatility
  • Leverage AI and advanced analytics to enhance scenario modeling and improve decision speed and accuracy
  • Integrate financial and operational data to create a unified view of business performance and future outcomes
  • Equip finance teams with tools and capabilities to run dynamic “what-if” scenarios across multiple business drivers
10:55 am - 11:55 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.

  • 10:20 am – 10:40 am: Meeting Slot 8/Networking
  • 10:45 am – 11:05 am: Meeting Slot 9/Networking
12:00 pm - 12:35 pm Workshops
STREAM 1 WORKSHOP

Transforming Spend Visibility into Strategic Cost Control

Executive to be Announced

Anaplan

Session Details Arrow Icon
  • Gaining clearer visibility into enterprise-wide spend
  • Identifying cost leakage and hidden inefficiencies
  • Strengthening budget adherence and accountability
  • Turning cost data into actionable savings opportunities
STREAM 2 WORKSHOP

Streamlining Operations for Greater Efficiency and Control

Executive to be Announced

Marsh McLennan Agency LLC

Session Details Arrow Icon
  • Reducing manual work across core finance processes
  • Improving accuracy and consistency in reporting
  • Accelerating close and consolidation cycles
  • Strengthening visibility into financial performance
STREAM 3 WORKSHOP

Turning Finance Challenges into Opportunities for Transformation

Session Details Arrow Icon
  • Examining the most pressing challenges facing finance organizations today and where new solutions can create value
  • Exploring how leading organizations are using technology, data, and automation to modernize finance
  • Sharing practical approaches and real-world examples that improve efficiency, visibility, and decision-making
  • Identifying opportunities to strengthen finance capabilities while addressing evolving business demands
  • Discussing how the right technology and strategic partnerships can accelerate transformation and deliver measurable results
12:40 pm - 1:15 pm KEYNOTE

From Reporting to Impact: Redefining Finance as a Driver of Business Performance

Craig Spargimino

CFO – CS&G, Medical Affairs, Facilities

CVS Health

Session Details Arrow Icon
  • How finance teams are evolving from reporting historical results to actively shaping business outcomes and strategy
  • Strengthening collaboration between FP&A and operational leaders to improve accountability and execution
  • Embedding finance deeper into the business to become a true decision-making partner rather than a back-office function
  • Shifting KPIs from financial reporting metrics to value creation and performance drivers across the organization
  • Practical approaches to building a finance operating model that supports agility, resilience, and faster decisions
1:15 pm - 1:30 pm

Closing Remarks Followed by Lunch

1:30 pm - 2:30 pm

Executive Lunch Seating