2018 Chief Financial Officer Leadership Forum

Wednesday, February 14, 2018 | san Francisco

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agenda

2018 Chief Financial Officer Leadership Forum (San Francisco)

Wednesday, February 14, 2018 | 7:30am – 5:20pm

7:30am – 8:30am

Breakfast

8:30am – 8:40am

argyle opening remarks Featuring argyle Host

Dave WittenbergDirector of Financial StrategyWorld Vision U.S.

8:40am – 8:45am

session introduction Featuring sage

TBATBATBA

agenda

8:45am – 9:20am

keynote presentation Featuring york risk services:

“Evolving Role of the CFO”

The role of the CFO has been evolving and has never been as critical as it is now. The business world, disrupted by digital and globalization, is changing fast and the stakes are high – the power of decisions can impact a company irreparably and the factors for foresight in decision making are vast - CFOs are in this unique position, beyond the CEO, to step up to chief decision support officers to help steer the company forward. CFOs are being called to action to create value, develop strategy and:

• Manage disruption and lead change

• Become a creative visionary who is grounded firmly in the facts while being able to partner with the CEO on supporting the vision

• Understand of whole business and the key outcome metrics (not just financial) – Customer Experience, Talent, Brand, Competitive Intelligence, Efficiency of Business Processes (not just in Finance)

• Become an advisor, operator and enabler

Participate in this thought provoking session for a dialog on:

• Traditional Role. A traditional CFO, and how is it different from the modern day CFO?

• Evolution. Why has the CFO’s role changed over time?

• Key Skills: What are the three key skills every modern-day CFO should possess, and why?

• Challenges. What particular challenges do you face as a finance leader?

• Culture. Views on company culture? How do you bring the accounting & finance team together?

• Lessons. What are the most important learnings about being a finance leader?

• Tips. Tips for the next generation of CFO’s / aspiring finance leaders.

Sas MukherjeeEVP, CFO and Chief Strategy OfficerYork Risk Services

agenda

9:20am – 9:40am

tHougHt leadersHip spotligHt Featuring microsoFt

Jack RyderCFO of Americas FinanceMicrosoft

9:40am – 10:05am

Networking Break

10:05am – 10:25am

tHougHt leadersHip spotligHt Featuring Host analytics:

“The Future of Finance: Connection and Collaboration”

Alison Holmlund, Chief Customer Officer of Host Analytics, will discuss how Host Analytics customers of all industries and sizes are reshaping how Finance executes on its mission to drive peak performance in the organization. In this keynote presentation, Alison will discuss where Finance has historically been, where it is now and where it needs to go to enable a connected and collaborative organization and how technology supports this transition. Alison HolmlundChief Customer OfficerHost Analytics

agenda

10:25am – 11:10am

panel discussion:

“The CFO’s Role in Preventing Financial Risk and Fraud”

Session topics include, but are not limited to:

• How are CFOs leveraging technology to prevent and mitigate financial risk and fraud?

• What are examples of best practices for financial risk mitigation and fraud prevention?

• What types of controls are being implemented, both internally and externally, to prevent financial fraud from occurring?

• How is governmental regulation impacting fraud prevention (eg. Sarbanes-Oxley Act)?

• How does the changing and expanding role of the CFO impact risk mitigation and fraud prevention?

Moderator:Sunny DonenfeldSr Associate Dean for Finance & Administration, CFOUSC Marshall School of Business Panelists:Loraine BinionExecutive Director, Finance & AdministrationUniversity of California, Berkeley

Sean HanlonCFO – East BayCatholic Charities USA

Alan RichCo-Founder and CEOChrome River

John TurczaCFOSee’s Candies

11:15am – 11:35am

Networking Break

agenda

11:35am – 11:55am

tHougHt leadersHip spotligHt Featuring coupa soFtWare:

“The Next Generation of Intelligent Spend Management”

How leveraging AI and peer data can improve results through community intelligence. From advanced bench-marking to deep supplier risk knowledge, we can all benefit from our peers.

Gabe PerezGeneral Manager, Power ApplicationsCoupa Software

agenda

11:55am – 12:40pm

panel discussion:

“Leveraging Dynamic Technology to Achieve Business Agility in Finance”

Session topics include, but are not limited to:

• How are finance and accounting functions leveraging business process technologies to achieve business agility?

• How have the finance and accounting functions’ responsibilities shifted in an era of increased digitalization?

• What are some best practices for managing technology spend and promoting innovation?

• How has driving business agility in the finance function helped you achieve organizational goals? What has it enabled your business to accomplish?

• How are companies mitigating security concerns while simultaneously implementing dynamic innovative technologies?

• How are you working with your current teams to keep their training up-to-date in an era of constant innovation?

• Which KPIs do you use to evaluate the quality and efficiency of your team?

• What is your long-term vision for your finance and accounting teams?

Moderator:Cindy ZamoraSenior Director of Finance in Global ChannelsJuniper Networks

Panelists:Thomas MasuguchiSenior Vice President, Deputy CFOYokohama Tire

Blake OliverSenior Product MarketingFloQast

Khozema ShipchandlerExecutive Vice President, Corporate Development and CFOGE Digital

Pankaj SrivastavaVice President, Global Procurement & Supply ChainFlex

agenda

12:45pm – 1:05pm

tHougHt leadersHip spotligHt Featuring aicpa:

“Business as Unusual – Driving Agility in Disruptive Times”

Disruptive technologies. Geopolitical shifts. Consumer empowerment. Today’s finance leaders are operating in an era of business as unusual. Digital disruption is making current business models obsolete and organizations have no option but to leverage technology and data to transform or become a casualty. The organizations that will thrive in these complex times are those with teams that are nimble, quick and confident to make critical decisions on the fly. Join Ash Noah, CPA, CGMA, from the Association of International Certified Professional Accountants, as he shares research and insights on the impact of technology on the finance function of the future and the imperative for organizations to adopt a new operating model for finance. Ash Noah, CPA, CGMAVice President, CGMA External RelationsAmerican Institute of CPAs

1:05pm – 2:05pm

Lunch

2:05pm – 2:25pm

tHougHt leadersHip spotligHt Featuring oracle:

“Extreme Finance: Tomorrow’s Analytics for Finance is Here Today!”

Finance is always looking for greater insight and do more with fewer resources. How can this be achieved with limited bandwidth? Cloud together with machine learning makes it possible to bring real innovation to all finance professionals. Imagine a cloud platform that enables you to work SMARTER by leveraging embedded machine learning to create trustworthy predictions, work FASTER and do more analysis and scenarios in the same amount of time, while achieving RICHER insight by having all information accessible without help from IT. Tomorrow’s analytics for finance is here today, and we call it Extreme Finance.

Rich ClaytonVP, Business Analytics Product GroupOracle

agenda

2:25pm – 2:45pm

tHougHt leadersHip spotligHt Featuring grant tHornton

TBATBATBA

2:45pm – 3:00pm

Networking Break

3:00pm – 3:35pm

keynote presentation Featuring pandora:

“Transforming the Finance Function”

How to drive operational efficiency to deliver the finance function for less and become a trusted and valued business partner.

Karen WalkerVice President, Chief Accounting OfficerPandora

agenda

3:35pm – 4:10pm

Fireside cHat Featuring World vision usa:

“Non-Profits: What is Finance’s strategic role when it’s not about ROI?”

Non-profits’ organizational cultures are usually mystifying, even disorienting, to corporate eyes. The truth is, the people dynamics within non-profits ARE more challenging – but they are challenging in very predictable ways that Finance (yes, Finance!) is ideally positioned to resolve. In this fireside chat Dave brings his experiences from both sides of the rabbit hole to explore those dynamics and our special role in navigating these challenges. Whether a senior executive or board member, current or considering a leap into non-profit, Finance can align energies and drive greater success in the non-profit sphere.

Dave WittenbergDirector of Financial StrategyWorld Vision U.S.

Please note: this session is off the record.

4:10pm – 4:20pm

argyle closing remarks by argyle Host

Dave WittenbergDirector of Financial StrategyWorld Vision U.S.

agenda

4:20pm – 5:20pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

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ALIGNING FINANCE AND OPERATIONS

Join Microsoft at the 2018 Chief Financial Officer Leadership Forum

Top tips on how CFOs can motivate teams to exceed past performance goals

Empowering CFOs to move beyond finance and establish partnerships with human resources, sales, IT, and other areas of their companies

How CFOs can lead their companies through economic, regulatory, and political developments to refine the way they do business

Join Jack Ryder, CFO of Microsoft Americas, at the 2018 Chief Financial Officer Leadership Forum for a keynote presentation covering:

Curious about how other leaders are leveraging modern technologies to engage customers, empower employees, optimize operations, and transform products?

Dive into these Real Stories of Digital Transformation to see how CFOs across every industry are driving innovation with modern technology: aka.ms/realstories.

partners

thought leadership spotlight, breakout session & app partner

Oracle offers a comprehensive and fully integrated stack of cloud applications, platform services, and engineered systems. With more than 420,000 customers—including 100 of the Fortune 100—in more than 145 countries, Oracle provides a complete technology stack both in the cloud and in the data center. Oracle’s industry-leading cloud-based and on-premises solutions give customers complete deployment flexibility and unmatched benefits including application integration, ad-vanced security, high availability, scalability, energy efficiency, powerful performance, and low total cost of ownership. For more information about Oracle (NYSE:ORCL), visit oracle.com.

partners

thought leadership spotlight & app partners

The CGMA Finance Leadership Program helps professionals master the technical finance and accounting skills, as well as the business, people and leadership skills critical to transform the finance function.

The foundation of the program is the CGMA Competency Framework, which outlines the essential business skills every company needs, based on extensive feedback from employers around the world.

Designed specifically for working professionals, the program uses real-world business scenarios to teach practical skills, tools and frameworks which can be applied immediately in your organiza-tion. Professionals must demonstrate mastery of these skills through a series of case study exams, graded by practitioners. The result is a comprehensive program to help you develop everyone on your finance team using a single, global standard of excellence.

The program offers different entry points, based on education and experience. This allows all of your finance professionals to gain the complementary skills that they need to be a success-ful, well-rounded, business partners. The CGMA program is online and self-paced, so your team can develop new business skills anytime, from anywhere in the world. It constantly adapts to the individual, focusing on unique professional development needs to create a truly personal and efficient learning experience.

Through the CGMA Finance Leadership Program, qualified professionals can earn the Chartered Global Management Accounting (CGMA) designation. They will join an influential network of more than 150,000 finance and accounting professionals worldwide who are guiding their organi-zations to make better business decisions.

Learn more about how the CGMA Finance Leadership Program can position your finance team for the future. Visit cgma.org/program

Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues in excess of $1.6 billion and operates 59 offices. We’ve never been a typical professional services firm. We put people first, and that is what sets us apart.

partners

thought leadership spotlight partners

Coupa Software is the leading provider of cloud-based financial applications. More than 450 customers in over 40 countries use the Coupa suite of financial applications to support business agility and reduce costs. Only Coupa provides a suite of true cloud applications for finance, including accounts payable, sourcing, procurement and expense management that allows customers to realize a return on their investment within a few months and savings that continu-ally impact the bottom line. Learn more at www.coupa.com. Read more at our company blog, Making Cents or follow @Coupa on Twitter.

Host Analytics is the leader in cloud-based enterprise performance management (EPM), offering a unified platform for modeling, planning, consolidation, reporting, and analytics. Host Analytics customers benefit from improved business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Sanmina trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with customers in over 90 countries.

Microsoft’s mission is to empower every person and every organization on the planet to achieve more. For modern marketing, our tools across Intelligent Analytics, Streamlined Operations, and Incredible Experiences help accelerate creativity and productivity, providing a strong operation-al foundation for your marketing team to thrive and focus on your customers. Companies like Pier One, MediaCom and Real Madrid are working with Microsoft technology to engage their customers across the world. Read more at: www.microsoft.com/marketing.

partners

panel, networking & app partner

Chrome River Technologies, Inc. lets business flow for some of the world’s largest and most respected global organizations. Our highly-configurable cloud-based expense reporting and supplier invoice automation solutions deliver an elegant and intuitive user interface, which offer the same high quality experience on a smartphone, tablet or laptop. Our SaaS products provide a world-class business rules engine and technology infrastructure, combined with a completely agile solution that supports today’s changing business climate, and that CFOs, AP and travel managers, and employees will all love.

To find out why Chrome River is trusted by more than 1 million users at over 500 organizations worldwide, contact us at +1. 888.781.0088 or visit us at www.chromeriver.com.

panel partner

FloQast is a leading developer of close management software, created by accountants for accountants to close faster and more accurately. Working with accounting teams’ existing checklists and Excel, FloQast provides a single place to manage the month-end close and gives everyone visibility. FloQast customers close on average three days faster. The award-winning solution is trusted by hundreds of accounting departments, including those at Twilio, Nutanix, Zillow and The Golden State Warriors. To learn more, visit www.floqast.com and join the conversation on Twitter @floqast.

Sage helps drive today’s businesses with a new generation of solutions to manage everything from money to people. Our technology provides live information so you can make fast, informed decisions anytime, anywhere in the world. We champion your causes and provide world-leading advice and support when you need it most. Our solutions manage your entire enterprise. They travel with you whenever they’re needed – in the cloud, on premise, or both. That means staying on top of finances, streamlining your operations, empowering your people, and unleashing the power to reach your goals.

session introduction partner

partners

breakout session partner

At S&P Global Market Intelligence, we know that not all information is important—some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand com-petitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/marketintelligence.

senior supporter partners

Capriza transforms how corporate approvals are done by rapidly delivering a simple, consolidated experience for managers and executives on their smartphones using existing business applications. By doing so, managers can make informed business decisions anytime, anywhere and increase business agility. Enterprises relying on Capriza include MasterCard International, Volvo Financial Services, and Titan Machinery.

Pramata helps large B2B enterprises eliminate revenue leakage stemming from missed price increases, unseen cross-sell, poorly executed renewal negotiations, over-discounting and misbill-ing. By providing a cloud software platform combined with a human-in-the-loop AI managed service that extracts 99% accurate data from documentation, Pramata provides a centralized, actionable commercial relationship system of record. Pramata has created millions of dollars in value for some of the largest companies in the world, including Allergan, CenturyLink, Comcast Business, FICO, HPE, Micro Focus, NCR, Novelis and Vertafore. Headquartered in Brisbane, Calif., Pramata has offices in Kansas City, MO, and Bangalore, India. www.pramata.com

partners

media partner

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