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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

Régine Fils-aimé

CFO, Missiles and Sensors

Honeywell

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  • 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

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  • 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

Panel: Precision Spending: Allocating Capital for Impact and Growth

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  • How CFOs are navigating the tension between cost optimization and strategic investment in uncertain economic conditions
  • Identifying where to cut vs. where to double down to protect margins while enabling long-term growth
  • Aligning finance with business units to ensure disciplined, ROI-driven investment decisions
  • Leveraging zero-based budgeting and cost transparency to drive accountability across the organization
  • Communicating trade-offs and capital allocation priorities clearly to boards, investors, and internal stakeholders
4:50 pm - 5:25 pm KEYNOTE

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

Executive to be Announced

SIB

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  • 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 WELCOME DAY SPECIAL CONTENT

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

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  • 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
6:15 pm

Drinks Reception

March 9th

7:45 am - 8:15 am

registration & breakfast

8:15 am - 8:30 am

Opening Remarks, Important Announcements & Chair’s Welcome Address

8:30 am - 9:05 am KEYNOTE

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

Tim Brown

SVP Finance, CFO Print

HP

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  • 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
9:10 am - 9:45 am Case Studies
STREAM 1 CASE STUDY

Operational Finance at Scale Turning Global Manufacturing Complexity into Competitive Advantage

Filip Marek

Division Chief Financial Officer, Building Construction Products Division

Caterpillar

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  • 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 2 CASE STUDY

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 3 CASE STUDY

Finance Transformation Driving Agility, Efficiency and Strategic Impact

Alexander Godovits

CFO Categories & Commercial Europe

PepsiCo

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  • 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

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  • 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

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  • 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

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  • 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
10:30 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.

  • 10:35 am – 10:55 am: Meeting Slot 1/Networking
  • 11:00 am – 11:20 am: Meeting Slot 2/Networking
  • 11:25 am – 11:45 am: Meeting Slot 3/Networking
  • 11:50 am – 12:10 pm: Meeting Slot 4/Networking
12:15 pm - 12:50 pm Case Studies
STREAM 1 CASE STUDY

Building the Next Generation of Finance Leaders in a Digital-First World

Cassie Lee

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

AT&T

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  • Redefining the modern finance leader
  • Accelerating development across finance roles
  • Fostering mentorship and continuous learning
  • Building leadership through real-world exposure
  • Attracting and retaining top talent
STREAM 2 CASE STUDY

Expanding Finance Leadership Beyond the Numbers

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  • Strengthen your role as a strategic partner by influencing decisions across the entire organization
  • Learn how to translate financial insight into actionable business strategy that drives enterprise value
  • Navigate complexity and uncertainty with confidence, turning disruption into opportunity
STREAM 3 CASE STUDY

From Compliance to Competitive Advantage in Risk Management

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  • Position risk management as a driver of growth, not just control
  • Integrate financial, operational, and external risks into one view
  • Improve visibility to identify risks earlier across the business
  • Use scenario planning to assess impact and guide decisions
  • Build a risk-aware culture that balances opportunity 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

Unlocking Agility Across Planning and Performance

1:55 pm - 2:30 pm Case Studies
STREAM 1 CASE STUDY

Building the Next Generation Finance Team

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  • Redefine what “top talent” looks like in finance, blending technical expertise with data and business acumen
  • Close capability gaps by embedding analytics, automation, and AI skills across the function
  • Create clear development pathways to grow future finance leaders from within Strengthen engagement and retention through purpose-driven culture and flexible ways of working
STREAM 2 CASE STUDY

Rethinking Risk Management for Speed Complexity and Uncertainty

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  • Move from periodic risk reviews to continuous, real-time risk monitoring across the business
  • Break down silos between financial, operational, cyber, and strategic risk functions to enable a holistic view
  • Strengthen scenario planning and stress testing to prepare for multiple disruption pathways Embed risk ownership into business and finance decision-making to drive accountability and agility
STREAM 3 CASE STUDY

Turning AI Strategy into Execution in Finance

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  • Move from experimentation to scaled adoption by prioritizing high-impact, practical AI use cases in finance
  • Translate AI theory into measurable business outcomes such as faster close cycles, improved forecasting, and cost efficiency
  • Build strong data foundations to ensure AI outputs are reliable, explainable, and decision-ready
  • Upskill finance teams to confidently use AI tools and integrate them into everyday workflows and decision-making
2:35 pm - 3:10 pm Workshops
STREAM 1 WORKSHOP

Bringing Real-Time Spend into Financial Planning and Forecasting

Executive to be Announced

Emburse

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  • 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

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  • 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

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  • 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
3:15 pm - 4:25 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

4:30 pm - 5:05 pm KEYNOTE

Finance-Led Transformation Strategies for Long-Term Value Creation

Aaron Alt

CFO

Cardinal Health

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  • 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
5:05 pm - 5:10 pm

Chair’s Closing Remarks

5:15 pm

Drinks Reception

March 10th

8:45 am - 8:55 am

Chairs Opening Remarks

9:00 am - 9:30 am KEYNOTE

Driving Profitable Growth and Margin Expansion in a Global Consumer Business

Alessandro Di-Bella

Global CFO, Home Care

Unilever

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  • 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
9:40 am - 10:15 am Case Studies
STREAM 1 CASE STUDY

Scaling Profitable Growth Across a Global Consumer Brand

Alexandra Barsk

Global CFO, KFC

Yum! Brands

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  • Translating volatile commodity, labor, and FX pressures into disciplined financial strategy across global markets
  • Partnering with operations to balance cost control with customer experience and brand consistency at scale
  • Leveraging real-time data and forecasting to improve margin visibility and decision-making in a dynamic environment
  • Capital allocation strategies that fuel expansion while maintaining resilience in uncertain economic conditions
STREAM 2 CASE STUDY

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

Andy Miedler

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

Edward Jones

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  • 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 3 CASE STUDY

Beyond the Forecast: Turning Insight into Strategic Action

Brittany Hill

CFO, Personal Protective Equipment

Honeywell

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  • 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
10:20 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
11:20 am - 11:55 am Workshops
STREAM 1 WORKSHOP

Predictive Risk Management in Finance

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  • Real-time risk monitoring and visibility
  • Using analytics to detect emerging risks early
  • Strengthening controls across core finance processes
  • Scenario planning for volatility and disruption
  • Embedding risk into daily decision-making
STREAM 2 WORKSHOP

Streamlining Operations for Greater Efficiency and Control

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  • 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

Transforming Spend Visibility into Strategic Cost Control

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  • 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
12:00 pm - 12:35 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
12:35 pm - 12:45 pm

Closing Remarks Followed by Lunch