PDF Download October 26-28, 2014 Agenda (PDF)

CFO Summit
October 26-28, 2014

↓ Agenda Key

View detailsKeynote Presentation

Visionary speaker presents to entire audience on key issues, challenges and business opportunities

View detailsExecutive Visions

Panel moderated by Master of Ceremonies and headed by four executives discussing critical business topics

View detailsThought Leadership

Solution provider-led session giving high-level overview of opportunities

View detailsThink Tank

End user-led session in boardroom style, focusing on best practices

View detailsRoundtable

Interactive session led by a moderator, focused on industry issue

View detailsExecutive Exchange

Pre-determined, one-on-one interaction revolving around solutions of interest

View detailsFocus Group

Discussion of business drivers within a particular industry area

View detailsAnalyst Q&A Session

Moderator-led coverage of the latest industry research

View detailsVendor Showcase

Several brief, pointed overviews of the newest solutions and services

View detailsCase Study

Overview of recent project successes and failures

View detailsOpen Forum Luncheon

Informal discussions on pre-determined topics

View detailsNetworking Session

Unique activities at once relaxing, enjoyable and productive

Sunday, October 26, 2014 - CFO Summit

1:00 pm
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3:00 pm

Registration & Greeting to the CFO Summit

3:00 pm
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4:30 pm

Exclusive CFO Think Tank

An exclusive pre-summit think-tank for CFOs

4:40 pm
-
5:20 pm

Keynote Presentation

Data Security & Integrity - Gaining Control & Protecting Your Information

Enterprise data and application security has become a critical issue for business decision-makers when the control over the information is at stake. What are the emerging trends and challenges in IT security? This session will focus on current trends, challenges and risks confronting your information technology infrastructure. We will address current regulatory expectations for IT safety and soundness, new IT threats, and suggest best practices to help you secure your institution.

5:30 pm
-
6:00 pm

Executive Exchange

Thought Leadership

Shift Your IT Spend from Ongoing Operations to Innovation in 2014

The one and only way CIOs can unlock the funding necessary to pursue those snazzier and unquestionably vital new initiatives like Cloud, Social, Mobile is to make a bold decision and take an entirely new approach to IT spending. Far too many companies today find they need to devote 70% or even 80% of their IT budget just to run and maintain what they've already got, leaving as little as 20% for innovation. CIOs need to determine which vendors are exacerbating this problem, and which ones offer modern alternatives that are better, faster, and cheaper.

CIOs willing to tackle this issue will not only earn recognition but also will unlock increased value for their companies.

Sponsored by:

View detailsRimini StreetRimini Street

6:05 pm
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6:35 pm

Executive Exchange

Think Tank

Talent Development - Build It into the Culture!

Among corporate cultures that have undergone change, some were changed from the top down and others from the bottom up. How can a program of talent development be effectively built into your corporate culture? How should you determine which skills are important to develop? Which employees should the skill development be offered to? Whom should be called upon to implement the program?

Learning Objectives:
After participating in this presentation you will be better equipped to determine:

  • How to inculcate talent development into your corporate culture
  • Which skills and talents to focus on honing
  • Which employees to focus on
  • Whom to call upon to lead the initiatives

Presented by:

View detailsOlga Tsokova, SVP, Chief Accounting Officer, City National BankCity National Bank

6:45 pm
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7:30 pm

Welcome Reception

7:30 pm
-
9:30 pm

Welcome Address Presented by Master of Ceremonies

Welcome Gala Dinner

Monday, October 27, 2014 - CFO Summit

7:00 am
-
8:00 am

Networking Breakfast

8:10 am
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8:50 am

Opening Keynote Presentation

Turning Regulatory Change into Company Gain

With the amount of regulatory activity today, the ability to positively engage with regulators is a premium skill. As the gatekeeper between the enterprise and regulators, the CFO not only has the responsibility of ensuring that standards are met, but also has the opportunity to use a high standard policy to drive business value. This session will discuss important considerations for effectively handling regulatory change, with specific attention to governance issues, revenue recognition and lease accounting, interacting with audit committees and identifying additional areas for improvement.

9:00 am
-
9:30 am

Executive Exchange

Thought Leadership


Sponsored by:

View detailsNTT Data Inc.NTT Data Inc.

9:35 am
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10:05 am

Executive Exchange

Think Tank

Intelligently Risky: Sustaining a Strong Risk Management Initiative

It bears repeating that regardless how strong an initiative you may have, organizations can never mitigate 100 percent of risk. That said, a risk management system bolstered by intelligent and communicative interaction, and fully integrated into the company mission, will yield not only safer operations, but important opportunities that may otherwise be missed. This session will discuss key tenets of a strong risk management initiative, offering key advice for CFOs seeking to use risk to an organizational advantage.

10:10 am
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10:30 am

Networking Break

10:35 am
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11:05 am

Executive Exchange

Think Tank

Reducing costs in finance through offshoring.

Many companies have started to offshore / outsource finance functions. What are some of the experiences, what needs to be done to make it work, what are some of the alternatives. Using his background in various global and decentralized organizations the speaker will outline some of the experiences and best practices in setting up these structures.

Presented by:

View detailsVito Treccarichi, COO Latam, Zurich Insurance GroupZurich Insurance Group

11:10 am
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11:40 am

Executive Exchange

Roundtable

Risk Clarity

Closely related with risk management, we find the concept of risk clarity. This session will discuss how to create a plan for taking your existing situation and turning it into an improved one; for identifying your risk exposures; and creating strategic solutions to reduce or eliminate those risks.

  • What are the key corporate risks?
  • How can companies address risks in various markets?

Roundtable

The Talent Gap: How to Gain and Retain Skilled Professionals

A strong plan can take you a long way, but for CFOs, all of the analysis and advice in the world can't make up for a lack of skilled workers with the talent needed to get the job done. With baby boomers retiring and the skills gap constantly getting wider, CFOs are tasked with making human capital management a priority. This session will delve into current talent management issues impacting CFOs in the public and private sectors, with particular attention to:

  • Narrowing the Skills Gap: Making the Most out of Your Talent
  • Recruiting Strategies and Best Practices
  • Preparing for Forthcoming Challenges

11:45 am
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12:15 pm

Executive Exchange

Think Tank

The Data Deluge Dilemma

Members of the audit committee are met with a deluge of complex information, making it extremely difficult to pick out key judgments made by management and the external auditors. This session will discuss how CFOs can play a valuable role in making audit committees more effective, by helping them deal with large amounts of data.

Presented by:

Sean Quinn, Global Controller, Vista PrintVista Print

Presented by:

Michael Greiner, Chief Accounting Officer, VistaPrintVistaPrint

12:20 pm
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12:50 pm

Executive Exchange

Thought Leadership

Optimize Your Financial Decisions With Better Insight

CFOs are looking for the best ways to improve cash flow and invest in initiatives to drive business growth. But lack of clarity from inaccurate and incomplete information often results in sub-optimal financial decisions " and results.

Now your team can leverage real-time delivery of data and analytics inside of systems to improve decision-making " from finding the most reliable and cost-effective suppliers, to identifying the best new prospects and cross-sell opportunities for your business.

Hear how you can utilize deeper insight to:

  • Conduct more accurate financial reporting and analysis
  • Optimize customer credit portfolios and your supplier network
  • Improve diligence on financing and deal-making
  • Increase sales and marketing effectiveness  

Sponsored by:

View detailsDun & BradstreetDun & Bradstreet

12:55 pm
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1:55 pm

Networking Luncheon

2:00 pm
-
2:30 pm

Executive Exchange

Think Tank

Using Analytics to Thrive in the New Reality

Getting the right information into the hands of decision-makers allows them to utilize emerging trends and take advantage of new business opportunities. However, to truly achieve this key goal requires a new level of agility, context and mobility. CFOs and business leaders are challenged by massive amounts of information, which need to be synthesized and delivered instantaneously in easy and intuitive ways. Effectively doing so allows users inside and outside the organization to gain access when and where an opportunity presents itself. This session will explore new and emerging trends in business analytics, as well as solutions that enable all employees to achieve remarkable results.

Think Tank

Talent Management and Retention

Talent management is a complex problem, requiring an evolving skill set not limited by traditional business methods. Organizations that take a strategic, reasoned and long-term approach to the issue will attract and hire new talent for critical positions.

However, organizations must also be able to identify and retain the key talent of current staff members. All too often, talented employees leave an organization because they see no path for growth, and receive little support for their professional development. Organizations that do not develop long-term strategies for talent management and retention issues will soon find themselves in a difficult position.

Developing organizational talent is too critical to leave to chance"yet, this is exactly what many organizations seem to do. This session will formulate a system for developing and retaining talent that will effectively develop tomorrow's leaders today.

Discussion topics will include:

  • Defining a talent management culture
  • Using competency based assessment tools
  • Integrating talent management and succession planning
  • Increasing organizational and individual competence simultaneously

 

2:35 pm
-
3:05 pm

Executive Exchange

Roundtable

Creating a Customer-Centered Organization

The growing focus on customer excellence is driven, in part, by technology as customers today have access to more information than ever before, and the possibility to give full disclosure about the good and bad of their encounters with an organization. Apart from being a great incentive to work harder and keep our customers happy, the focus on customer experience is also a function of economic development and maturity. This session will discuss strategies and best practices for how to create a customer-centered organization.

Roundtable

Data Analytics in HR: Quantifying the Qualitative

Use of data analytics in HR departments has emerged as a means to crunch some numbers out of the qualitative nature of enterprise human resources. This is good news for the CFO, as data analytics can improve the talent acquisition process and make for much better business decisions. This session will discuss best practices for working with the HR department to utilize a data-driven approach in the hiring process, with particular attention to how to introduce data analytics to complement current qualitative HR approaches and how CFOs can build strong relationships with HR for future success.

3:10 pm
-
3:40 pm

Executive Exchange

Think Tank

The Transforming Role of the CFO

The CFO role is becoming a C-suite partner and business executive that leverages resources to drive top-line revenue and sustainable business value.

To support this new business reality, today's CFO spends time on value-enhancing activities and managing strategic issues. The ability to scale, respond quickly to changes and propel business agility is crucial. As a member of the leadership team, the CFO is expected to influence company strategy, fostering growth and profitability.

Think Tank

The Importance of Risk Management

By correctly applying ERM to emerging risks, organizations are able to capture the rewards of effective risk management by being able to detect and respond to large-scale risks.

3:45 pm
-
4:15 pm

Executive Exchange

Thought Leadership

Reaching for Operational Excellence

Operational excellence is a philosophy of leadership, teamwork and problem solving, resulting in continuous improvement throughout the organization by focusing on the needs of the customer, empowering employees and optimizing existing activities in the process. It is a business strategy in which an organization provides products and/or services that has the best price and the most convenience for their customers. This session will discuss the concept of operational excellence and the importance of speed of execution to drive growth and create added value.

4:25 pm
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5:25 pm

Executive Panel

Better Decision Making in a Diverse and Competitive Marketplace

Trying to juggle the needs and demands of internal clients and stakeholders is an ongoing challenge for CFOs, requiring not only skill and agility, but time and resources that many organizations cannot afford. The increasingly diverse and competitive customers have higher expectations for innovation, convenience, and customer service. This session will provide an overview of how to leverage a number of comprehensive and flexible management solutions to:

  • Increase operational efficiencies
  • Ensure compliance with a myriad of new and existing regulations
  • Support exception processing activities
  • Enhance your organization's ability to adapt to a rapidly changing market
  • Improve overall business decision-making

5:30 pm
-
5:45 pm

Closing Remarks

6:00 pm
-
7:00 pm

Reception

7:00 pm
-
9:30 pm

Dinner