Day 2 agenda for CFO Innovation Summit Los Angeles 2022

San Diego agenda to come Summer 2023

8:30 am - 9:30 am

Registration & Breakfast

Morning registration & name-badge collection, then grab some breakfast & coffee/tea.


9:30 am - 10:30 am

Financial leadership: strategic planning from the CFO

Moderator: Ed Barrera, Chief Financial Officer, Traffic Management, Inc.
Chris King, Start-up CFO
Yoana Land, CFO Transformation North America, L’Oreal
Melissa Lintinger, SVP, Production Finance, NBCUniversal
Allan Wong Kam, CFO and Executive Vice President Development, RBD California Restaurants Ltd

Strategic planning is crucial for a business to grow and reach it’s goals, with the CFO the foundation of experience and knowledge that not only shapes financial strategy, but can also shape strategy as a whole.


10:30 am - 11:00 am

How to successfully spearhead technology adoption and profitable growth

Zak Stratton, VP of Product,

Change is good, but it can sometimes be painful. Companies that manage transformation well are 2.5 times more likely to outperform their peers and six times more likely to meet or exceed their objectives.

The single most determining factor in digital transformation is the mindset of the employees, which is at the core of leading successful change management. Whether you are curious about finding automation solutions or want the blueprints for scaling your business by working smarter, join the conversation and gain actionable insights.



11:00 am - 11:30 am

Morning Coffee Break


11:30 am - 12:30 pm

The role of finance in increasing business agility

Moderator: Raheela Majid, VP Finance, SoundCloud
Bryce Dabbs, VP, Strategic Finance, Agile Space Industries
Claire Song, CFO,, Automattic
Gina Spain, Senior Director, Financial Reporting, Virgin Galactic

With a better understanding of business agility and how it can be beneficial to finance departments, organizations need to consider whether the finance department itself can spearhead the transition to business agility across the organization.

It has been proven that companies with agile finance teams are overall more successful than their competitors and this session will look at how to ensure finance can lead from the front.


11:30 am - 12:00 pm

A CFO's Guide to Empathy

Chris Ortega, CEO, Fresh FP&A

With the Great Resignation and Great Recovery facing many teams and organizations. It’s vital for CFO’s and finance leaders to start listening, reflecting and incorporating people metrics and strategies into the office of the CFO. This session, will give you the Empathetic Data Driven framework that you can implement immediately to make an impact & influence on company culture.  It’s time for the CFO to put people before profits.


12:00 pm - 12:30 pm

Building high performing teams

Caitlin Haberberger, CFO, Mezmo

It is hard to find great finance and accounting talent, and retaining employees in uncertain times can be challenging. Additionally, we are all building and sustaining teams in a time when there are four generations in the workplace. There are often as many opinions about how a company should operate and support talent as there are team members.

This session will talk through identifying and upskilling unconventional talent and creating spaces where employees can do great things and grow with a company. We will also explore team dynamics, co-creating team culture and how to meet employees where they are while driving results.


12:30 pm - 1:00 pm

Protecting YOU - The CFO

Robert Putzier, TAX Managing Director, SALT, CPA (California), Grant Thornton

Robert Putzier from Grant Thornton, Vertex’s trusted, long-time Alliance partner, will be speaking on protection on circumstances that can result in a sales and use tax jurisdiction enforcement action against a listed company officer.

Areas covered:

  • Officer identification on a jurisdiction registration and current registration methods
  • Conditions for personal enforcement action with code examples
  • Enforcement procedures
  • Officer updates and scrub procedures.

12:30 pm - 1:00 pm

Achieving intelligent financial planning & analysis transformation - smarter planning, actionable insights & better outcomes

Kassam Varvani, Team Leader, Board International

In this workshop, aimed at providing Finance executives and team members, particularly those involved in Financial Planning & Analysis (FP&A), Board International will share with you a model built with a focus on achieving maturity in the FP&A process.

The FP&A Maturity Model allows organizations of any size, industry, and geography to assess where they are in terms of achieving maturity in managing some of the business decisions such as risk, uncertainty, forecasting, modeling, and analyzing various other business trends, based on the six categories:

  • Leadership directives
  • Functional skills
  • Business partner and collaboration
  • FP&A process
  • Data and analytics
  • Technology

More Information


1:00 pm - 2:00 pm



2:00 pm - 3:00 pm

Talent acquisition: from movers to shakers

Moderator: Chithra Rajagopalan, VP Finance, Kylan Ventures
Lindsay Jespersen, Chief Financial Officer, Plex
Jorge Marquez, SVP Robert Half Government, Robert Half
Krishnan Subramanian, SVP Finance, Qualfon

With employees often representing a company’s greatest cost and most important asset, investing in talent acquisition is vital to achieving high levels of productivity and profitability.

The process of talent acquisition involves not just the hiring of new people, but also identifying people with the right skills and qualities to become the innovators, leaders and executives of the future.

This session will focus on the process of identifying, securing and developing talent to support both short and long-term organisational strategy.


2:00 pm - 2:30 pm

Finance transformation – digitalization of tax compliance

Miguel Eduardo Juarez Mendieta, Senior Director – International Tax, Marriott International

Leadership of Multinational entities should pay close attention to the digitalization of tax compliance in the U.S. & around the world. Tax legislation is changing and moving to the digital era.

e-invoicing and live reporting requirements continue to pop up and expand in US, Europe, Asia, and Latin America. Digital invoices have become a domestic requirement in more than 90 countries around the world. While e-invoicing requirements do not exist in the U.S. at this moment, it seems that will be important in the following years, in respond to some issues of collections of sale taxes (primarily from businesses not registered to collect and remit as they should).


2:30 pm - 3:00 pm

CFO’s of the future - The skills that will be required

Moderator: Damian James, Senior Consultant, Alight Solutions
Claire Song, CFO, @ Automattic

Finance functions are facing new and ever-changing challenges and their approach to these needs to be different from the past. We see more change, and more swirl than ever before, yet at the same time the fundamentals of a good finance function remain the same. This includes both what finance functions are doing, their use of technology and the skills required by finance professionals of the future. Now, more than ever, Finance needs to be ‘In the Business’! A changing landscape also highlights the need for a more inclusive and diverse finance function with the breadth of skills and viewpoints critical to succeeding in the future world.


3:00 pm - 4:00 pm

The financial impact of diversity

Moderator: Chris Ortega, CEO, Fresh FP&A
Miguel Eduardo Juarez-Mendieta, Senior Director – International Tax, Marriott International
Raheela Majid, VP Finance, SoundCloud
Derrick Walker, Finance Manager – Technology Process & Reporting

Diverse workforces have been proven to be crucial in all areas of an organization for many reasons, and the finance departments of these companies is no different.

Building and cultivating a diverse workforce can help improve employee recruitment, retention and performance, increase brand awareness for the company and for us as leaders, track social impact and sustainable growth, and positively impact bottom line.


3:00 pm - 3:30 pm

EV Charging Infrastructure Tax and Accounting Incentives

Zack Martin, Chief Financial Officer, Loop

Come learn about the electric vehicle changing world regarding the benefits to business owners who install, own and operate electric vehicle charging stations. We will also cover the Inflation Reduction Act of 2022 and how business owners can receive tax credits upon the installation of electric vehicle charging stations on their properties.


3:30 pm - 4:00 pm

Joining a board of directors: what every finance executive needs to know

Shannon Nash, Chief Financial Officer, Wing

Many CFOs are interested in joining a corporate board.  Their financial background is often desirable for boards, especially for audit committees.  Come hear Shannon’s journey to her first corporate board.  Learn more about the process, including:

  • Why choose Board Service
  • Choosing the type of Board – nonprofit vs private vs public boards
  • Preparing the Board Bio and Board interviews
  • Branding and and the CFO Value Proposition as a Qualified Financial Expert
  • A Day In the Life of a Public Board Director
Add to my calendar

Great leaders of organizations run after problems, make their footprint bigger than their foot, and always strive to find the truth — because you have to get to the truth to be excellent.

CFO, Twitter

The primary mandate of the CFO is to be the guardian of shareholder value for the company. Traditionally, this was about managing risk, but today CFOs are expected to balance risk and opportunity. It's become quite a quite multi-dimensional role.


Operating a global business in a fast-changing world, you have to be grounded real-time in the external environment, have complete transparency, be fact-based and working with a great, collaborative team.

CFO, Ford

With an increasingly integrated world economy, be prepared to respond to higher levels of both risk and opportunity. A strong balance sheet is a tremendous asset when managing though periods of volatility.

CFO, Chevron

From an M&A standpoint, the returns on a spreadsheet are interesting, but it is far more important to be comfortable with the people running the business.

CFO, Krogers

Look at what your organization needs and don't be afraid to take chances, but balance risk with success, only increasing the former when the latter goals are being met.

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