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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

Priya Thakur

BU CFO, VCA

Visa

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
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 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
STREAM 2 WORKSHOP

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

Session Details Arrow Icon
  • 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

David Young

SVP Finance, North America

Fagron

Clara Sun

CFO, Away From Home

Kellanova

Session Details Arrow Icon
  • 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

Amit Kumar

CFO North America, Nutrition

Reckitt

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  • 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

Managing Cross-Border Finance and Operational Complexity

Rajesh Bondre

CFO - Cross Border Exports and International Expansions

Amazon

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  • Leading financial strategy and controllership for multi-billion-dollar international exports and global store operations
  • Enabling disciplined market entry through strong planning, forecasting, and investment governance
  • Partnering with commercial teams to drive sustainable top-line growth across regions
  • Managing currency exposure, regulatory requirements, and cross-border tax structures
  • Scaling finance teams and processes to support rapid global expansion and operational complexity
9:10 am - 9:45 am Case Studies
Stream One - Strategic Finance Leadership

From Compliance to Competitive Advantage: Modernizing Accounting, Controls & Financial Reporting at Scale

Guru Ramamurthy

Chief Financial Officer

Bayer Crop Science

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  • Evolving the CAO role from compliance to strategic leadership
  • Strengthening internal controls in a digital environment
  • Modernizing finance systems for real-time reporting
  • Enhancing transparency with executives and the Board
  • Managing regulatory complexity and reporting standards
  • Building a future-ready accounting organization
Steam Two - Accounting Leadership & Reporting

Reduce Compliance Costs by Embedding Governance into AI and ERP Implementations

Eric Matistic

VP Corporate Accounting

The Coca-Cola Company

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  • 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

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  • 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

Transform FP&A with AI-Driven Forecasting

Executive to be Announced

Board Americas Inc.

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  • Improve forecast accuracy by applying AI and predictive analytics to financial planning models
  • Automate variance analysis and reporting to free FP&A teams for higher-value strategic work
  • Build dynamic scenario plans that help leadership respond quickly to economic volatility
  • Turn finance data into real-time insights that support faster, better enterprise decisions
STREAM 2 WORKSHOP

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

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  • 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

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  • 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 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

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  • 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
Steam Two - Accounting Leadership & Reporting

Strengthen Internal Controls to Safeguard Reporting Integrity in a Digital Era

Howard Rosen

Chief Accounting Officer

Revlon

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  • 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

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  • 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 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

Natalia Gomez

VP of Finance

Envoy Media Co., Inc

Embedding Controls into New Technology Platforms

Scott Cole

VP Finance

Fujifilm

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

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

Unlocking Value Through Innovative Financial Management

Nathan McBrayer

Chief Financial Officer

Praxis Packaging

Content to be Announced

Alexis Fanelli

VP of Finance

Thomas Scientific

What Good Data Can Do for You

Andrew Garner

VP Finance

Trilogy MedWaste

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

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

Steam Two - Accounting Leadership & Reporting

The Evolving Role of the Modern CFO

Bill Schaupp

Vice President and Chief Accounting Officer

Caterpillar

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  • 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
Stream Three - Controllership & Operational Excellence

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
2:35 pm - 3:10 pm Workshops
STREAM 1 WORKSHOP

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

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  • 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

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  • 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 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
3:15 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.

  • 3:05 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

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

Rebecca Charlton

SVP Controller & Chief Accounting Officer

Baker Hughes

Session Details Arrow Icon
  • 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
5:05 pm - 5:40 pm KEYNOTE

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

Sid Schmidt

Deputy Chief Financial Officer

NASA

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  • 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
5:40 pm - 5:45 pm

Chair’s Closing Remarks

5:45 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 Arrow Icon
  • 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 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
Steam Two - Accounting Leadership & Reporting

Integrate ESG Metrics into Financial Disclosures with Governance and Assurance

Aaron Ashdown

VP, Technical Accounting

CBRE

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  • 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

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  • 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 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

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

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

Prepare for PCAOB Audits by Enhancing Audit Readiness and Control Effectiveness

Session Details Arrow Icon
  • 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 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
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 Arrow Icon
  • 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

Chair’s Closing Remarks

12:45 pm - 1:45 pm

Networking Lunch