Fall 2026 Agenda

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October 19th

2:30 pm - 3:30 pm

Registration

3:30 pm - 4:20 pm WELCOME DAY SPECIAL CONTENT

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

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

4:25 pm - 5:00 pm Workshops

STREAM 1 WORKSHOP

Adapt to Rising Audit Scrutiny by Building Stronger Documentation and Control Frameworks

Executive to be Announced

SC&H

Session Details

Strengthen documentation standards to meet rising expectations
Build control frameworks that align with new audit requirements
Train teams to maintain audit-ready evidence
Use continuous monitoring to identify weaknesses early

STREAM 2 WORKSHOP

Strengthen Cybersecurity in Finance by Building Unified, Enterprise-Wide Defenses

Session Details

Identify finance-specific vulnerabilities and close security gaps
Embed cyber risk management into finance systems and workflows
Build partnerships with CIOs and CISOs to strengthen enterprise defense
Communicate cyber preparedness effectively to regulators and boards

5:05 pm - 5:45 pm Case Studies

STREAM 1 CASE STUDY

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

Clara Sun

CFO, Away From Home

Kellanova

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

STREAM 2 CASE STUDY

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

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

5:45 pm

Drinks Reception

October 20th

7:45 am - 8:15 am

registration & breakfast

8:15 am - 8:30 am

Opening Remarks and Announcements

8:20 am - 8:30 am

Chair’s Welcome Address

8:30 am - 9:05 am KEYNOTE

The Evolving Role of the Modern CFO

Guru Ramamurthy

Chief Financial Officer

Bayer Crop Science

Session Details

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

9:10 am - 9:45 am Case Studies

Stream One - Strategic Finance Leadership

Adapt Finance Functions to Economic Volatility by Cutting Costs and Improving Agility

Michaela Gifford

Chief Financial Officer

7-Eleven International

Session Details

Deploy scenario planning tools to anticipate economic disruption
Build cost optimization playbooks to act quickly under pressure
Improve cash flow visibility by strengthening forecasting practices
Enhance agility by streamlining approval and resource allocation processes

Steam Two - Accounting Leadership & Reporting

Reduce Compliance Costs by Embedding Governance into AI and ERP Implementations

Howard Rosen

Chief Accounting Officer

Revlon

Session Details

Embed governance frameworks into AI and ERP from day one
Reduce audit risk by building compliance into workflows
Minimize compliance costs with proactive controls
Build cross-functional ownership for compliance in tech rollouts

Stream Three - Controllership & Operational Excellence

Adapt to Rising Audit Scrutiny by Building Stronger Documentation and Control Frameworks

Carolina Heinzen Esteves

Global M365 Controller

Microsoft

Session Details

Strengthen documentation standards to meet rising expectations
Build control frameworks that align with new audit requirements
Train teams to maintain audit-ready evidence
Use continuous monitoring to identify weaknesses early

9:50 am - 10:25 am Workshops

STREAM 1 WORKSHOP

Lead Digital Transformation to Unlock Enterprise Growth with AI and Automation

Session Details

Build a transformation roadmap that ties directly to enterprise growth priorities
Prioritize investments that deliver the greatest impact on cost and growth
Strengthen alignment with CIOs and COOs to accelerate implementation
Report transformation progress in ways that win board and investor support

STREAM 2 WORKSHOP

Master New SEC and FASB Rules to Ensure Accurate, Compliant Financial Reporting

Session Details

Decode the latest updates from SEC and FASB and translate them into action
Update reporting templates and disclosure frameworks for compliance
Train teams to adapt workflows to evolving requirements
Improve regulator and auditor relationships through proactive communication

STREAM 3 WORKSHOP

Deliver Actionable Insights by Transforming Raw Data into Strategic Business Intelligence

Session Details

Standardize data flows to ensure clean, trusted information for analysis
Apply analytics to uncover hidden cost drivers and profit opportunities
Build dashboards that deliver clear, actionable business insights
Collaborate with executives to embed insights into decision-making

10:30 am - 12:10 pm 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

12:15 pm - 12:50 pm Case Studies

Stream One - Strategic Finance Leadership

Navigate Economic Uncertainty by Mastering Scenario Planning and Cost Optimization

Monica Mijaleski

Chief Financial Officer

Yahoo

Session Details

Build scenario models that anticipate different macroeconomic paths
Align finance and operations to execute cost-optimization initiatives
Improve forecasting by using advanced analytics and external data
Communicate scenario outcomes to the board with clarity and impact

Steam Two - Accounting Leadership & Reporting

Strengthen Internal Controls to Safeguard Reporting Integrity in a Digital Era

Eric Matistic

VP Corporate Accounting

The Coca-Cola Company

Session Details

Update internal control frameworks for technology-enabled environments
Use automation to enhance accuracy in compliance monitoring
Build a proactive culture of control ownership across teams
Prepare for auditor scrutiny with documentation that meets expectations

Stream Three - Controllership & Operational Excellence

Balancing Growth, Public Investment, and Fiscal Sustainability

Kelly Hancock

Acting Texas Comptroller of Public Accounts

State of Texas

Session Details

• Strengthen long-term fiscal planning to support growth while protecting against revenue volatility
• Direct investment toward infrastructure, workforce development, and innovation that expand future capacity
• Build frameworks that evaluate the return on public spending and ensure programs remain sustainable
• Manage expansion responsibly by aligning tax policy, reserves, and spending with long-term economic health

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.

Balancing Cost Pressures with Growth Investments

Michael Keays

CFO

Kruger Products

Finance’s Role in Driving Enterprise Sustainability Strategy

Managing the Rising Complexity of Global Accounting Standards

Embedding Controls into New Technology Platforms

Redesigning Finance Teams for Automation and AI Adoption

Reducing Close Cycles Without Sacrificing Accuracy

1:55 pm - 2:30 pm Case Studies

Stream One - Strategic Finance Leadership

From Back Office to Strategic Partner: Transforming Finance into a Driver of Organizational Performance

Shani Boone

Chief Financial Officer

NFL Players Association

Session Details

Redesign finance processes and cadence to deliver timely, actionable insights instead of retroactive reporting
Build forecasting, budgeting and long-range planning capabilities that support real decision-making
Shift organizational mindset by engaging business leaders and creating accountability for financial performance
Strengthen people, processes and systems simultaneously to elevate finance’s impact across the enterprise

Steam Two - Accounting Leadership & Reporting

Lead Finance System Modernization to Reduce Costs, Improve Data Governance, and Enhance Reporting Accuracy

Tom Whitwell

Vice President, Technical Accounting

Advance Auto Parts

Session Details

Build a business case for finance system upgrades with ROI proof points
Improve reporting accuracy by establishing a single source of truth
Strengthen governance over data flows to avoid audit risks
Reduce IT and maintenance costs through system consolidation

Stream Three - Controllership & Operational Excellence

Modernize ERP Systems to Cut Costs, Enable Real-Time Reporting, and Accelerate Decisions

Matt McQuillen

VP, Shared Services and Transformation

Omni Hotels & Resorts

Session Details

Map existing workflows to identify automation opportunities
Implement ERP upgrades that reduce manual effort and errors
Enable real-time reporting with integrated data pipelines
Reduce system costs by streamlining vendors and applications

2:35 pm - 3:10 pm Workshops

STREAM 1 WORKSHOP

Turn AI Pilots into Productivity by Driving Real ROI in FP&A

Session Details

Move AI beyond pilots into scalable FP&A applications
Use AI for predictive analytics in revenue and expense planning
Quantify ROI with productivity and accuracy metrics
Present FP&A wins in ways that drive CFO and board buy-in

STREAM 2 WORKSHOP

Adopt Responsible AI Practices to Ensure Ethical, Compliant, and Transparent Finance

Session Details

Build governance structures that prevent AI bias in reporting
Ensure auditability of AI-driven accounting and disclosure processes
Establish clear accountability for AI-driven financial judgments
Position finance as a leader in enterprise-wide responsible AI adoption

STREAM 3 WORKSHOP

Stay Ahead of Regulatory Change by Embedding Compliance into Daily Operations

Session Details

Build workflows that automatically flag non-compliance risks
Train teams on embedding compliance checkpoints into daily tasks
Improve visibility through compliance dashboards and alerts
Reduce audit risk by aligning operational compliance with financial reporting

3:15 pm - 4:25 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

4:30 pm - 5:05 pm KEYNOTE

Enhance ESG Reporting to Meet Investor Demands and Regulatory Requirements with Confidence

Sid Schmidt

Chief Financial Officer, Johnson Space Center

NASA

Session Details

Anticipate SEC requirements and investor expectations for ESG
Build integrated ESG-finance reporting processes
Ensure ESG disclosures are auditable and consistent
Position ESG reporting as a lever for investor trust and capital access

5:05 pm - 5:10 pm

Chair’s Closing Remarks

5:10 pm

Drinks Reception

October 21st

8:15 am - 8:45 am

Registration & Networking

8:45 am - 8:55 am

Chair’s Welcome Address

9:00 am - 9:35 am KEYNOTE

Drive Transparency and Trust Through Clearer, More Consistent Financial and Non-Financial Reporting

Roberto Carrato

CFO & Corporate Strategy Leader

Diageo

Session Details

Standardize reporting templates across financial and ESG data
Eliminate data silos that create reporting inconsistencies
Strengthen assurance processes for transparent disclosures
Build board-ready reports that balance detail with clarity

9:40 am - 10:15 am Case Studies

Stream One - Strategic Finance Leadership

Transform Risk Management by Anticipating Geopolitical, Supply Chain, and Climate Threats

Eric Easton

Chief Financial Officer

TGI Fridays

Session Details

Build resilience playbooks that address geopolitical volatility
Use finance insights to anticipate supply chain risks
Embed climate-related risk into enterprise risk frameworks
Communicate cross-functional risk scenarios to boards and regulators

Steam Two - Accounting Leadership & Reporting

Integrate ESG Metrics into Financial Disclosures with Governance and Assurance

Aaron Ashdown

VP, Technical Accounting

CBRE

Session Details

Incorporate ESG metrics into standard financial disclosures.
Build controls that ensure ESG data reliability and audit readiness
Respond to investor and regulator demands for integrated reports
Link ESG metrics to financial performance for added credibility

Stream Three - Controllership & Operational Excellence

Protect Financial Data by Strengthening Access Controls and Monitoring Finance Systems

Chad Podraza

Controller

LyondellBasell

Session Details

Implement least-privilege access policies for finance systems
Monitor finance data flows for suspicious activity in real time
Build compliance dashboards that track access risks
Train staff on secure practices to avoid internal breaches

10:20 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

11:20 am - 11:55 am Workshops

STREAM 1 WORKSHOP

Deploy Capital Strategically and Reduce Costs to Maximize Value in a High-Rate Environment

Session Details

Optimize capital allocation to balance growth and efficiency
Use capital markets tools to reduce financing costs
Build frameworks that prioritize cost reduction in investment decisions
Communicate capital strategy effectively to boards and investors

STREAM 2 WORKSHOP

Prepare for PCAOB Audits by Enhancing Audit Readiness and Control Effectiveness

Session Details

Anticipate PCAOB focus areas and prepare accordingly
Improve audit readiness with stronger control documentation
Use technology to streamline audit testing and evidence collection
Train teams on best practices to reduce audit cycle times

STREAM 3 WORKSHOP

Reduce Costs and Boost Productivity by Offloading Routine Work Through Shared Services and Outsourcing

Session Details

Identify tasks that deliver cost savings through outsourcing
Build shared service centers with clear performance metrics
Use automation to streamline outsourced processes
Free internal staff for higher-value, strategic activities

12:00 pm - 12:35 pm KEYNOTE

The Future of Finance Leadership in a Digital-First World

Mansoor Mahmood

Chief Accounting Officer

Edward Jones

Session Details

Redesign the finance operating model to enable continuous forecasting, faster close, and real-time insights
Stand up responsible AI governance by embedding controls, transparency, and accountability into finance applications
Build future-ready finance teams by defining new skill sets, launching targeted upskilling, and updating roles
Prove the value of digital transformation by tracking ROI, sunsetting low-value work, and communicating wins to the board

12:35 pm - 12:45 pm