Morning registration & name-badge collection, then grab some breakfast & coffee/tea.
STAGE 1
9:00 am -9:30 am
CFO’s must be generalists, not specialists
Mitesh Popat, CFO, Global Equities Sales and Trading, Citi
Talent with backgrounds in Communications, Sales, Trading, Engineering, Risk Management, Data Science? Yes, we need to equip the evolving CFO leaderships with talent beyond conventional accounting, economics and business backgrounds. Today’s CFO is a generalist, not a specialist, leading charge of shaping and executing strategy working closely with the CEO and the Board.
Mitesh Popat, CFO, Global Equities Sales & Trading
Mitesh Popat
CFO, Global Equities Sales & Trading
Mitesh Popat is the CFO for Citi’s Global Equities Sales and Trading Franchise. For the past 200 years, Citi’s mission is to serve as a trusted partner to their clients by responsibly providing financial services that enable growth and economic progress. Their core activities include safeguarding assets, lending money, making payments and accessing the capital markets on behalf of their clients.
Mitesh first joined the company in 2006 in Citi’s Treasury division. Throughout his career, he has successfully led and seamlessly transitioned through various functions within the CFO disciplines (FP&A, Capital Planning, Transformation), strategy, and operations, within diverse geographic and cultural settings (USA, UK, South Africa) and through various economic environments. His expertise is in facilitating strategic decision making for business growth and capital/expense resource optimization through dynamic budgeting and business drivers analytics at the group level as well as individual product and country level. He is also an angel investor in various startups based in the US, India and South Africa. He became a Chartered Financial Analyst in 2006. Popat graduated from the Indian Institute of Technology – Kharagpur with an undergraduate degree in engineering and from The Johns Hopkins University with a master’s degree in engineering.
How Can CFOs Curb Health Plan Costs without Sacrificing Care?
Jason Hamelin, VP, Finance, TÜV SÜD
Stephen Decker, VP & GC, DOW Technologies
Employer health plan costs continue to rise and challenge the budget of almost every business. During this session, hear from two leaders who helped turn this trend around for their companies. You’ll learn what CFOs can do to tackle their own healthcare cost challenges, without sacrificing the care their employees receive.
Jason Hamelin, VP, Finance
Jason Hamelin
VP, Finance
Jason Hamelin is a Senior Finance Executive at TÜV SÜD for the Americas Region. TÜV SÜD is the globally trusted partner of choice for advisory, knowledge, safety & security-related services and sustainability solutions with sales of $3B. Jason has spent his 25+ year career focused on Financial Planning & Analysis, Process Improvement and Mergers & Acquisitions. During his tenure at TÜV SÜD he has been deeply involved with the health insurance plan, partnering with Human Resources throughout the process. In his free time, Jason is passionate about mentoring young finance professionals and staying active in the outdoors with his family.
Stephen Decker, VP & GC
Stephen Decker
VP & GC
Steve joined DOW Technologies in June 2003 after 15 years in private practice as a corporate litigation attorney in Tampa. At DOW, Steve heads up the Legal Department, Human Resources, Distribution Center Operations, and Facilities Management.
As general counsel, Steve works closely with a strong team of vice presidents and directors from each of the business areas he manages. He’s responsible for all internal and external legal matters, and together with his teams, they provide a solid professional, business foundation for DOW employees, vendors, and customers. As a member of the DOW Executive team, Steve also leads DOW’s healthcare, insurance, and employee benefits committees.
On a personal note, Steve enjoys golfing, boating, fishing, and college football. As a college football fan, he closely follows his alma mater, the University of Florida Gators, and the rest of the SEC. When he’s not fishing off his boat or playing a round of golf, Steve enjoys grilling and winding down with a nice glass of wine.
Planning and Preparing for Major External Factors with Global Data and Predictive AI
Danielle Marceau, Director of Analytics, Prevedere
The world is changing faster and with more volatility than ever before. On top of the pandemic, business leaders must now be prepared to navigate inflationary uncertainty, unprecedented labor market imbalance, and global supply chain disruption. With millions of dollars at stake, now is not the time to simply ignore these external factors and hope they go away. Find your path forward amidst the volatility with the combination of global macroeconomic data, econometric prediction modeling, and market-validated forecasts and scenarios.
Danielle Marceau, Director, Analytics
Danielle Marceau
Director, Analytics
As Director of Analytics at Prevedere, I am extensively involved in modeling, forecasting, research & development, as well as sharing my industry expertise on big data, leading indicators, and predictive analytics through public speaking, radio, and written media. I focus on how big data can be used to improve business performance forecasting across different functions and roles in an organization. My role includes managing, mentoring, and building out the analytics team as well as advanced statistical modeling.
Hands on Crypto - A practitioner's journey in the crypto ecosystem
Kinga Bosse, CFO, Lukka
This session describes Lukka’s CFOs approach to some of the key intricacies of the crypto ecosystem and the company’s approach to entering the world of crypto commerce first holding crypto assets on their balance sheet and later accepting crypto currencies for payments.
Kinga Bosse, CFO
Kinga Bosse
CFO
Kinga Bosse is the Chief Financial Officer of Lukka, the leading provider of middle and back office enterprise data & software solutions for the crypto asset industry. Before joining Lukka, Kinga was the Global Head of Strategic Investments and Partnerships at State Street. With more than 15 years of experience in financial services, including enterprise transformation, change management, M&A, divestiture, and strategy, she is an asset to the company during a period of exponential growth. Prior to State Street, Kinga worked on teams at AIG, Houlihan Lockey, and PWC and the International Monetary Fund.
Dr. Bosse earned her Ph.D. from the University of Melbourne, and holds a Masters of Economics from Central European University and an Ms.C. in Finance from Corvinus University. She served as a visiting scholar at Princeton University to work on operations research in stochastic finance for the Financial Engineering Department.
How Can CFOs Curb Health Plan Costs without Sacrificing Care?
Jason Hamelin, VP, Finance, TÜV SÜD
Stephen Decker, VP & GC, DOW Technologies
Employer health plan costs continue to rise and challenge the budget of almost every business. During this session, hear from two leaders who helped turn this trend around for their companies. You’ll learn what CFOs can do to tackle their own healthcare cost challenges, without sacrificing the care their employees receive.
Jason Hamelin, VP, Finance
Jason Hamelin
VP, Finance
Jason Hamelin is a Senior Finance Executive at TÜV SÜD for the Americas Region. TÜV SÜD is the globally trusted partner of choice for advisory, knowledge, safety & security-related services and sustainability solutions with sales of $3B. Jason has spent his 25+ year career focused on Financial Planning & Analysis, Process Improvement and Mergers & Acquisitions. During his tenure at TÜV SÜD he has been deeply involved with the health insurance plan, partnering with Human Resources throughout the process. In his free time, Jason is passionate about mentoring young finance professionals and staying active in the outdoors with his family.
How Can CFOs Curb Health Plan Costs without Sacrificing Care?
Jason Hamelin, VP, Finance, TÜV SÜD
Stephen Decker, VP & GC, DOW Technologies
Employer health plan costs continue to rise and challenge the budget of almost every business. During this session, hear from two leaders who helped turn this trend around for their companies. You’ll learn what CFOs can do to tackle their own healthcare cost challenges, without sacrificing the care their employees receive.
Stephen Decker, VP & GC
Stephen Decker
VP & GC
Steve joined DOW Technologies in June 2003 after 15 years in private practice as a corporate litigation attorney in Tampa. At DOW, Steve heads up the Legal Department, Human Resources, Distribution Center Operations, and Facilities Management.
As general counsel, Steve works closely with a strong team of vice presidents and directors from each of the business areas he manages. He’s responsible for all internal and external legal matters, and together with his teams, they provide a solid professional, business foundation for DOW employees, vendors, and customers. As a member of the DOW Executive team, Steve also leads DOW’s healthcare, insurance, and employee benefits committees.
On a personal note, Steve enjoys golfing, boating, fishing, and college football. As a college football fan, he closely follows his alma mater, the University of Florida Gators, and the rest of the SEC. When he’s not fishing off his boat or playing a round of golf, Steve enjoys grilling and winding down with a nice glass of wine.
How Can CFOs Curb Health Plan Costs without Sacrificing Care?
Jason Hamelin, VP, Finance, TÜV SÜD
Stephen Decker, VP & GC, DOW Technologies
Employer health plan costs continue to rise and challenge the budget of almost every business. During this session, hear from two leaders who helped turn this trend around for their companies. You’ll learn what CFOs can do to tackle their own healthcare cost challenges, without sacrificing the care their employees receive.
Stephen Decker, VP & GC
Stephen Decker
VP & GC
Steve joined DOW Technologies in June 2003 after 15 years in private practice as a corporate litigation attorney in Tampa. At DOW, Steve heads up the Legal Department, Human Resources, Distribution Center Operations, and Facilities Management.
As general counsel, Steve works closely with a strong team of vice presidents and directors from each of the business areas he manages. He’s responsible for all internal and external legal matters, and together with his teams, they provide a solid professional, business foundation for DOW employees, vendors, and customers. As a member of the DOW Executive team, Steve also leads DOW’s healthcare, insurance, and employee benefits committees.
On a personal note, Steve enjoys golfing, boating, fishing, and college football. As a college football fan, he closely follows his alma mater, the University of Florida Gators, and the rest of the SEC. When he’s not fishing off his boat or playing a round of golf, Steve enjoys grilling and winding down with a nice glass of wine.
Jason Hamelin, VP, Finance
Jason Hamelin
VP, Finance
Jason Hamelin is a Senior Finance Executive at TÜV SÜD for the Americas Region. TÜV SÜD is the globally trusted partner of choice for advisory, knowledge, safety & security-related services and sustainability solutions with sales of $3B. Jason has spent his 25+ year career focused on Financial Planning & Analysis, Process Improvement and Mergers & Acquisitions. During his tenure at TÜV SÜD he has been deeply involved with the health insurance plan, partnering with Human Resources throughout the process. In his free time, Jason is passionate about mentoring young finance professionals and staying active in the outdoors with his family.
As we begin a new year, CFOs and their teams must overcome unforeseen challenges and focus on implementing new strategies for organizational success. Talent is fast becoming a key aspect of profitability and maintaining a competitive edge.
Attend this session to learn how your organization can retain and attract the right finance team as the “Great Resignation” sweeps the nation.
This session will explore:
How to recruit, retain, and engage finance talent during the “Great Resignation”
The need for digital transformation and new technology investments
Ways to overcome the unprecedented talent crisis and strengthen your finance team
Josh Gertsch, Principal, Accounting & Finance
Josh Gertsch
Principal, Accounting & Finance
Josh is a Director of Product Marketing and Accounting Industry Principal at Workiva. Previously, Josh served as a Director of Finance and Controller for Backcountry.com, a private equity owned, online retailer of outdoor products, and as a Senior Manager for KPMG, a multinational professional services leader. His experience includes multiple initial and secondary offerings, business combinations and mergers, financial statement audits, SOX audits and implementation, management reporting, income and sales taxes, treasury, insurance, and systems integrations.
The SaaS vortex: Master your software spend in 2022
Andy Smith, Director of Sales, Vendr
Jake Holt, Enterprise Sales Manager, Vendr
SaaS negotiations can feel a lot like the wild wild west. With highly variable pricing, it’s challenging to maintain control in a negotiation or even know if the commercials you’re getting are fair. Join a conversation with Vendr’s SaaS buying experts Andy Smith and Jake Holt to understand how finance teams at high-growth companies save millions on software.
You’ll learn how Vendr works along with tips and best practices that we’ve seen work across thousands of SaaS negotiations with suppliers like Snowflake, Salesforce, and more.
Andy Smith, Director of Sales
Andy Smith
Director of Sales
Andy Smith joined Vendr as the Director of Sales in July of 2020. Andy currently runs the sales department to help organizations change the way they buy and renew SaaS. In just a year and a half, Andy has helped Vendr scale to over 250 companies who partner with Vendr for a more efficient way to purchase software with guaranteed savings. Prior to Vendr, Andy worked his way up the sales ladder at both CheckBox and InVision. Andy graduated from Bentley University, where he was a scholarship basketball player and a philosophy major.
Jake Holt, Enterprise Sales Manager
Jake Holt
Enterprise Sales Manager
Jake Holt joined Vendr in January 2021 after nearly 10 years in various SaaS sales positions. He now leads Vendr’s Enterprise new business team with a focus on helping high-growth companies streamline their buying processes, bring on best-in-class SaaS, and save big on their software expense.
Morning registration & name-badge collection, then grab some breakfast & coffee/tea.
STAGE 1
9:00 am -9:30 am
Transforming Accounting and Finance into Business Partners with Automation and Process Re-Engineering.
Mary Beth Ottley, CFO, East West Hospitality
Using technical tools like AP WorkFlow/Automation and Business Intelligence, the finance and accounting teams begin to add more value by understanding the business and what drives efficiency and productivity. The collaboration between the finance/accounting team and operational teams creates an environment of support and effectiveness. We use tools and outside resources to assist us in identifying gaps between the expectations of operations and the daily tasks and processes provided by the support departments.
This transforms the support team from traditional data entry clerks and spreadsheet creators to analysts that can use their time to identify value streams and work directly with the operational stakeholders to improve efficiency.
The result is hiring and retaining quality employees and creating an environment where they can expand their knowledge through technical tools, business processes and operational workflow expertise.
Mary Beth Ottley, Previously CFO, East West Hospitality