Fall 2026 Agenda

October 19th

Welcome Day Chair

Marybeth Gray

SVP of Health & Welfare Benefits Consulting

Marsh McLennan Agency LLC

2:15 pm - 3:00 pm

Registration

3:00 pm - 3:45 pm WELCOME DAY SPECIAL CONTENT

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

Priya Thakur

BU CFO, VCA

Visa

Guillaume Rachline

VP Finance

Walmart

Matt McQuillen

VP, Shared Services and Transformation

Omni Hotels & Resorts

Aaron Ashdown

VP, Technical Accounting

CBRE

Session Details Arrow Icon
  • 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
3:50 pm - 4:25 pm WELCOME DAY SPECIAL CONTENT

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

Executive to be Announced

SC&H

Session Details Arrow Icon
  • 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
4:35 pm - 5:20 pm WELCOME DAY SPECIAL CONTENT

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

Andrea Burlacu

VP, Global Finance Operations

The Coca-Cola Company

Kimberly Mills

Vice President, FP&A

Netflix

Bill Schaupp

Vice President and Chief Accounting Officer

Caterpillar

Kevin Gingras

SVP, Finance, Global Retail

MillerKnoll

Session Details Arrow Icon
  • 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
5:20 pm

Drinks Reception

October 20th

Stream 1 Chair

Greg White

Chief Accounting Officer

Driscoll's

Stream 2 Chair

Marybeth Gray

SVP of Health & Welfare Benefits Consulting

Marsh McLennan Agency LLC

Stream 3 Chair

Executive to be Announced

Doxis

7:45 am - 8:15 am

registration & breakfast

8:15 am - 8:30 am

Opening Remarks and Chair's Welcome Address

8:30 am - 9:05 am KEYNOTE

Enabling Finance Transformation Through ERP, Data Governance, and AI Readiness

Rebecca Charlton

SVP Controller & Chief Accounting Officer

Baker Hughes

Session Details Arrow Icon
  • Defining a clear ERP transformation roadmap to modernize finance systems, improve scalability, and enable enterprise-wide standardization
  • Establishing centralized master data governance to ensure consistency, accuracy, and trust across financial and operational reporting
  • Identifying and addressing the “big rocks” slowing transformation
  • Aligning technology, operating model, and leadership priorities to unlock sustainable value from finance transformation initiatives
9:10 am - 9:45 am Case Studies
Stream One - Strategic Finance Leadership

CFO as Enabler of Business Transformation

Guru Ramamurthy

Chief Financial Officer

Bayer Crop Science

Session Details Arrow Icon
  • Successful transformation is not driven by strategy alone, but by the organization’s trust in the decisions that bring it to life. The CFO plays a central role in building that trust—by ensuring transparency, disciplined capital allocation, and a clear link between decisions
Stream Two - Accounting Leadership & Reporting

Successful Finance and Accounting Transformation through ERP Change

Greg White

Chief Accounting Officer

Driscoll's

Session Details Arrow Icon
  • Effective leadership and resource management
  • Creating Cross Functional Understanding and Accountability
  • Streamlining General Ledger Data
  • Strengthening Internal Controls through Process Changes
  • Managing Risk Through Effective Change Management
Stream Three - Controllership & Operational Excellence

AI in the Controller's Office: Turning Innovation into Measurable Business Value

Aida Klement

VP, Corp Controller & Global Accounting

Under Armour

Session Details Arrow Icon
  • Identifying where AI can deliver the greatest value across accounting and controllership
  • Establishing governance and controls to support the responsible use of AI
  • Automating routine accounting processes while improving accuracy and efficiency
  • Balancing innovation with compliance, audit readiness, and financial integrity
9:50 am - 10:25 am Workshops
STREAM 1 WORKSHOP

Content to be Announced

Executive to be Announced

CohnReznick

STREAM 2 WORKSHOP

Are Unpredictable Healthcare Costs Driving Down Your Profitability?

Marybeth Gray

SVP of Health & Welfare Benefits Consulting

Marsh McLennan Agency LLC

Session Details Arrow Icon

Rising healthcare costs and unpredictable claims volatility are putting increasing pressure on margins and financial planning. At the same time, CFOs must preserve affordable, competitive benefits to attract and retain the workforce that keeps the business running. This session will highlight how finance leaders can take greater control of healthcare spend by improving transparency, reducing risk, and focusing on the true drivers of cost. We will share practical strategies for building a sustainable benefits structure designed for 2026 and beyond—one that protects profitability without simply shifting costs to employees. Learning Objectives: 1. Control Cost Growth & Reduce Volatility – CFOs can get ahead of rising healthcare spend and mitigate the financial shock of high-cost claims through smarter cost drivers and earlier intervention. 2. Protect Margins & Free Up Capital – Reduce healthcare’s drag on the P&L so dollars can be reinvested in growth, talent, and strategic priorities. 3. Deliver Transparency & Measurable ROI – Provide clear visibility into where healthcare dollars are going and tie solutions to defensible, hard-dollar financial outcomes. 4. Create Sustainable Savings Without Cost Shifting – Achieve long-term healthcare cost control while preserving a competitive benefits experience that supports retention and productivity.

STREAM 3 WORKSHOP

The Finance AI Projects That Actually Made It to Production

Dan Rebella

Global GM Finance & Analytics

Board Americas Inc.

Brian Smith

Finance & Transformation Executive

Wipro

Dante Carlacci

VP of Accounting

Vantage Airport Group

Session Details Arrow Icon

Most finance AI pilots don’t survive contact with the close or the forecast. Some do.

Join Vantage Airport Group, Board and Wipro for a session on what separates them. Vantage’s finance team will walk through what they actually put into production across planning, forecasting and reporting — what they deliberately left alone, what it took to get there, and how they measured the business value.

We’ll cover:

  • The business drivers behind the decision to modernize
  • What made it into production, and what stalled
  • Connecting internal and external data to build an AI-ready foundation
  • Lessons learned, and how they measured ROI
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 - Strategic Finance Leadership

Navigate Economic Uncertainty by Mastering Scenario Planning and Cost Optimization

Michaela Gifford

Chief Financial Officer

7-Eleven International

Session Details Arrow Icon
  • Build scenario models that anticipate different macroeconomic paths
  • Align finance and operations to execute cost-optimization initiatives
  • Communicate scenario outcomes to the board with clarity and impact
Stream Two - Accounting Leadership & Reporting

Strengthen Internal Controls to Safeguard Reporting Integrity in a Digital Era

Howard Rosen

Chief Accounting Officer

Revlon

Session Details Arrow Icon
  • 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

Leading Through Uncertainty: How Finance Can Stay Ahead of Change

Emily Takkunen

CFO, Retail - Cub Foods & Shoppers

UNFI

Session Details Arrow Icon
  • Improving decision-making by focusing on the right financial and operational indicators
  • Balancing short-term performance pressures with long-term strategic priorities
  • Strengthening collaboration across finance and business functions during periods of uncertainty
  • Practical lessons for building a more agile and resilient finance organization
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 Risk and Reward in Projects of Varying Scale and Sector

Michael Bartlett

CFO

Cape Fox Corporation

Managing the Rising Complexity of Global Accounting Standards

Bob Raffo

SVP, Financial Services

Cencora, Pharma solutions

AI Cost Visibility

Emily Allen

Director, Finance & Accounting

CloudZero

Content to be Announced

Executive to be Announced

Doxis

Doing More with Less: Building a Finance Function from the Ground Up

Natalia Gomez

VP of Finance

Envoy Media Co., Inc

Embedding Controls into New Technology Platforms

Scott Cole

VP Finance

Fujifilm

The CFO Office as a Catalyst for Investment: Driving Organizational Productivity and Sustainable Growth

Prin Sivalingam

Chief Financial Officer

Gay Lea Foods

Matt Davies

Senior Partner and Head of Consumer

Isaac Operations

Leveraging AI in a Startup “0-Budget” Environment

Gary Mark

VP, Finance and Accounting

Happiest Baby, Inc.

Accelerating Growth: The Intersection of AI, Financing, and Recurring Revenue

Ben Roux

Head of Financing

Illumina

Balancing Cost Pressures with Growth Investments

Michael Keays

CFO

Kruger Products

Accounting for AI’s Gains: How Finance Leaders Prepare for Workforce and Value Shifts

Clemens Bauer

CFO

KNAPP Inc

How HR Can Scale Quality Health Benefits with AI

Marybeth Gray

SVP of Health & Welfare Benefits Consulting

Marsh McLennan Agency LLC

Scaling FP&A Teams with Practical AI Applications

Vinay Narayanan

SVP Finance

Meriplex

Redesigning Finance Teams for Automation and AI Adoption

Kimberly Mills

Vice President, FP&A

Netflix

Evaluation & Economic Testify on Profit Damages to Industry

Brandon Otis

CFO

Orbital Engineering, Inc.

The CFO's 4 UNCOMFORTABLE TRUTHS What We Know, What We Don't Say, and What We Wish the CEO Understood

Nathan McBrayer

Chief Financial Officer

Praxis Packaging

What Good Data Can Do for You

Andrew Garner

VP Finance

Trilogy MedWaste

The Future of the Office of the CFO

Charul Doshi

CFO

Trilon

Before You Buy the AI: Why Your ERP and Your People Decide Whether It Works

Maurisse Johnson

CFO

United Federation of Teachers

Using the Balance Sheet to Achieve Social Impact

Jay SchwartzCoffey

CFO

Water.org

Finance’s Role in Driving Enterprise Sustainability Strategy

Patrick Kopf

CFO

Workwear Outfitters

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

(Former) Chief Financial Officer

NFL Players Association

Session Details Arrow Icon
  • 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

Stream Two - Accounting Leadership & Reporting

Building a Next-Generation Finance Architecture Through ERP Transformation

Bill Schaupp

Vice President and Chief Accounting Officer

Caterpillar

Session Details Arrow Icon
  • Modernizing fragmented ERP environments to create a more connected and scalable finance ecosystem
  • Leveraging platforms like OneStream to unify financial data, reporting, planning, and performance management
  • Building a future-ready finance infrastructure that supports growth, agility, and digital transformation initiatives
Stream Three - Controllership & Operational Excellence

Technical Accounting in an Integrated Enterprise: Preparing for the DISE Standard

Aaron Ashdown

VP, Technical Accounting

CBRE

Session Details Arrow Icon
  • The evolving role of technical accounting in enterprise transformation initiatives
  • Translating DISE accounting requirements into operational and systems integration strategies
  • The importance of data governance and integrated reporting structures
  • Lessons learned from managing large-scale accounting standard implementations
2:35 pm - 3:10 pm Workshops
STREAM 1 WORKSHOP

Rethinking the Economics of Employee Benefits

Rick Jones

Leader of the Aon Pooled Plan

Aon

Brendan Peck

Strategic Leader for the Aon Benefit Experience

Aon

Session Details Arrow Icon

As benefit costs continue to grow, finance leaders are looking beyond annual renewals to uncover new opportunities for value creation, efficiency and risk reduction.

For many organizations, benefits are now among the largest and fastest-growing employee-related expenses. Yet much of the focus remains on annual renewals and incremental cost reductions. This session explores where the bigger opportunities may exist. From healthcare purchasing to retirement plan governance, we’ll examine how organizations are reassessing costs, risks and responsibilities to improve efficiency, reduce complexity and create greater value for both the business and its workforce.

  • Benefits have become a finance, risk and governance issue, not just an HR issue
  • The largest opportunities often lie beyond annual renewals and vendor negotiations
  • Many organizations are carrying complexity and risk that no longer create value
  • Leading employers are exploring new approaches to purchasing, governance and risk allocation
  • Better economics, lower risk and stronger employee outcomes are not mutually exclusive
  • A modern benefits strategy should be evaluated with the same rigor as any other major business investment
STREAM 2 WORKSHOP

When AI takes care of the numbers, what will finance do?

Tanya Boyd

Thought Leadership & Insights Lead

Insights Learning & Development

Session Details Arrow Icon
Since the infancy of accounting in 13th century Italy, finance professionals have built careers on technical expertise, analytical rigour, and mastery of numerical understanding.
Today, AI is increasingly capable of supporting and accelerating many of those activities, processing information at a speed and scale that was previously impossible.
As technology transforms financial reporting, forecasting, and transaction management, the value finance creates is shifting. Organizations increasingly need finance professionals who can shape decisions, challenge assumptions, influence stakeholders, communicate with impact, and help leaders navigate uncertainty.
This session explores one of the most important leadership questions facing the profession:
If AI can analyse the data, where and how do humans create value?
Together we will explore the capabilities that will define the next generation of finance talent and how organizations can prepare their teams for a future where human judgment, influence, and strategic partnership are essential.
STREAM 3 WORKSHOP

Stay Ahead of Regulatory Change by Embedding Compliance into Daily Operations

Session Details Arrow Icon
  • 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
3:10 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

From Fragmented to Enterprise-Driven: NASA’s Journey to Transform Financial Operations at Scale

Sid Schmidt

Deputy Chief Financial Officer

NASA

Session Details Arrow Icon
  • Evolving from highly distributed finance operations to enterprise-wide financial management
  • Creating alignment across autonomous business units, programs, and stakeholders
  • Standardizing processes while preserving operational flexibility
  • Leveraging data visibility and enterprise reporting to improve decision-making
  • Change management lessons from transforming finance within one of the world’s most complex organizations
5:10 pm - 5:15 pm

Chair’s Closing Remarks

5:15 pm

Drinks Reception

5:45 pm

Executive dinner

October 21st

Stream 1 Chair

Michelle Stewart

VP, Chief Accounting Officer and Controller

Eastman

Stream 2 Chair

Marybeth Gray

SVP of Health & Welfare Benefits Consulting

Marsh McLennan Agency LLC

Stream 3 Chair

Executive to be Announced

Doxis

8:10 am - 8:55 am

Registration & Networking

8:55 am - 9:00 am

Chair’s Welcome Address

9:00 am - 9:35 am KEYNOTE

The Next Generation Finance Function

Svetlana Chashkina

VP, CFO Canada

Schneider Electric

Session Details Arrow Icon
  • Shifting from transactional work to strategic value creation across the enterprise
  • Integrating AI, data, and digital capabilities into everyday finance operations
  • Reimagining team structures, roles, and talent for the future of finance
  • Building finance organizations that are agile, collaborative, and insight-driven
  • Creating a practical roadmap for transforming the finance function over the next five years
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 Arrow Icon
  • 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
Stream Two - Accounting Leadership & Reporting

Modernize HCM, Labor Management Systems to Cut Costs, Engage Operations and Enable Real-Time Reporting, and Accelerate Decisions

Matt McQuillen

VP, Shared Services and Transformation

Omni Hotels & Resorts

Session Details Arrow Icon
  • The benefits of a shared-services model and how to obtain organizational alignment
  • How we improved productivity, efficiency and maintained guest satisfaction.
  • Implement HCM change and ensuring upgrades that reduce manual effort and errors
  • Map existing workflows to identify automation opportunities to centralize payroll, simplify payroll process.
  • Enable real-time reporting and reducing unneeded complexity in reporting
Stream Three - Controllership & Operational Excellence

Balancing Growth, Public Investment, and Fiscal Sustainability

Speaker TBA

Acting Texas Comptroller of Public Accounts

State of Texas

Session Details Arrow Icon
  • 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
10:15 am - 11:10 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
11:15 am - 11:50 am Workshops
STREAM 1 WORKSHOP

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

Executive to be Announced

Discover Dollar Inc

Session Details Arrow Icon
  • 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

Beyond Copilots: How Finance Teams Go From AI Experiments to Autonomous Operations

Neal Chopra

CEO & Co-Founder

Pointer

Session Details Arrow Icon

Every finance team has AI copilots, but almost none have used them to actually remove work from someone’s plate. The gap between “AI helps me draft a journal entry” and “AI runs hours-long reconciliation while I sleep” is a completely different system. This session breaks down what it takes to cross that gap.

  • Where copilots top out and why “faster” never translates to fewer people
    How to identify which finance processes are ready for full automation and which aren’t
  • What has to change to go from one-off AI tasks to end-to-end process execution
  • What the first generation of fully autonomous finance operations looks like in production, with real deployment lessons and real numbers
STREAM 3 WORKSHOP

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

Executive to be Announced

onPhase

Session Details Arrow Icon
  • 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
11:55 am - 12:30 pm KEYNOTE

Enabling Enterprise Transformation Through Accounting Excellence

Michelle Stewart

VP, Chief Accounting Officer and Controller

Eastman

Session Details Arrow Icon
  • Aligning accounting operations with enterprise transformation and strategic priorities
  • Improving financial reporting quality and timeliness to support faster business decisions
  • Standardizing processes across regions and business units to increase efficiency and consistency
  • Embedding stronger governance and controls into evolving systems and operating models
12:35 pm - 12:45 pm

Chair’s Closing Remarks

12:45 pm - 1:45 pm

Networking Lunch