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Fall 2026 Agenda

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October 19th

2:00 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

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
4:30 pm - 5:15 pm WELCOME DAY SPECIAL CONTENT

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
5:20 pm - 6:05 pm WELCOME DAY SPECIAL CONTENT

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

Amit Kumar

CFO North America, Nutrition

Reckitt

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
6:10 pm

Drinks Reception

October 20th

7:45 am - 8:15 am

registration & breakfast

8:15 am - 8:30 am

Opening Remarks and Chair's Welcome Address

8:20 am - 8:30 am

Chair’s Welcome Address

8:30 am - 9:05 am KEYNOTE

Strategic Finance Leadership in the AI Era: Driving Customer Value Creation

Marcus Mounir Hanana

CFO

Amazon Business

Session Details Arrow Icon
  • How AI is reshaping the role of strategic finance leadership
  • Building a more agile, data-driven finance organization
  • Developing future-ready finance talent focused on strategic impact
  • Redefining finance success through customer and business outcomes
  • The CFO’s evolving role as a driver of enterprise innovation and growth
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
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

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
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

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

Balancing AI Innovation with Risk and Accountability

Case Studies

Session Details Arrow Icon
  • Identifying where traditional finance controls may fall short as AI adoption accelerates across the enterprise
  • Establishing governance frameworks that balance innovation, accountability, and risk management
  • Evolving control environments to keep pace with rapidly changing AI capabilities and business demands
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

Leveraging AI in a Startup “0-Budget” Environment

Gary Mark

VP, Finance and Accounting

Happiest Baby, Inc.

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

Evaluation & Economic Testify on Profit Damages to Industry

Brandon Otis

CFO

Orbital Engineering, Inc.

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

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

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

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

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

Session Details Arrow Icon
  • 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 Arrow Icon
  • 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

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
5:05 pm - 5:40 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
5:40 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

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

Kelly Hancock

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
10:20 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