Agenda Day 1

Day 1 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

CFO resilience in an uncertain world

Moderator: Darren Dang, CFAO, Superior Court of California, County of Orange
Sue Chaplin Herb, Senior Vice President, Finance and Financial Reporting, AEG
Neil Evans, Senior Director, eBay
Angelina Hendraka, Chief Accounting Officer, PowerSchool
Sezaneh Taherian, Chief Financial Officer, Xpansiv

Over the past few years the visibility of the CFO in the corporate world has been starker than ever before.

Monumental shifts in business models, technology and talent, along with geopolitical events have increased the role of finance leaders in driving change.

As we battle with rising prices worldwide this profile continues to expand. The CFO of today requires resilient adaptability to ensure navigate these unpredictable landscapes.


10:30 am - 11:00 am

Keeping up with China's digital retail revolution

Yoana Land, CFO Transformation North America, L’Oreal

Whereas the West took ~ 300 years to navigate the industrial revolution, China did it in three decades – concomitant with the digital revolution. The last generation of Chinese relied on ration coupons to buy anything from food to household items. Today, they enjoy the world’s largest eCommerce market with more than 1 billion people shopping online. In two decades, China went from 1% share of global ecommerce market to 45% while US is in decline at 24%.

So how did it happen? Since 1990s, the Chinese government carefully crafted and funded a digitally obsessed way of life and ecosystem. Using the smartphone as the catalyst, the transition of e-commerce to m-commerce and to today’s s-commerce is the epitome of the power of China’s digital ecosystem. The adoption of a no-channel mentality led to a new retail paradigm.

China’s new digital revolution transforms how we should think about retail and digital innovation. But are we ready for it? What lessons we must learn from China? And can we close the gap?


10:30 am - 11:00 am

Key elements for a successful Finance Transformation

Julian Scutari, Global Senior Director, Finance Digital Transformation, Kimberly-Clark

Going “Digital” is no longer a nice to have, is a need to avoid getting behind.
But that is not the only transformation Finance is or will be going through.
We will explore what are the key elements for a successful and continuous transformation of the Finance function.


11:00 am - 11:30 am

Morning Coffee Break


11:30 am - 12:00 pm

Evaluating an innovative health plan that curbs costs while keeping employees healthy

Moderator: Rebeccah Randles, Director of Business Development, National, imagine360
Lou Caron, President, PIASC
Derrick Walker, Finance Manager

Watch live (and unscripted) as a finance professional assesses and questions the financial merits of a self-funded health plan for the first time. Will it deliver game-changing savings? Can they implement the solution without disruption? You’ll also hear how other businesses have tackled healthcare cost issues without sacrificing the care employees receive.


11:30 am - 12:00 pm

What should the CFO know while crafting strategies for cyber security?

Kapil Mehta, CFO & COO, Allied Digital Services, LLC

Traditionally cybersecurity has been under the remit of the CTO/CIO; however, as this is a significant risk of stopping the business or impacting the organization’s financials negatively, the CFO/team needs to understand and take the lead to mitigate the risk.

With an understanding of the implications of developing a cybersecurity framework within an organization, the CFO team can assess risks, ensure a safer risk-free environment, and reduce vulnerabilities to these threats.

This session will outline the benefits of the CFO team being involved in an organization’s cybersecurity strategy and dig deeper into the implementation methods that early-stage and multinational organizations can adopt to ensure that these transitions are practical and cost-effective.


12:00 pm - 1:00 pm

Business partnering: delivering value & shaping strategy

Moderator: Wendy Nguyen, Founder & CEO, American Business Academy
Darren Dang, CFAO, Superior Court of California, County of Orange
Ilana Esterrich, Chief Financial Officer, American Coatings Association
Jens Kulhen, CFO NA, GateGroup
Karina Saryan, CFO, Magnopus

Many organisations have already begun investing in finance business partnering capabilities, but CFOs must embrace the challenge of translating this capability into benefits for the organisation. 

Taking a strategic approach to ensure finance business partners are focussed on key areas of activity will gain trust and buy-in from the business. This session will look at how that will support in delivering value and shaping strategy.


12:00 pm - 12:30 pm

A.I transformation in finance - use cases & tools

Ashok Manthena, A.I strategist, AI for Finance

As the companies struggle with new market dynamics of resource & supply chain constraints, there is a focus on renewed efficiencies and effectiveness. A.I can help finance teams to play a strategic role in the organization by generating insights from the data and automating manual processes. We will discuss why finance teams need to embrace A.I and how they can get started.


12:30 pm - 1:00 pm

Lean process improvement in the workplace

Jennifer Paul, CFO, UCLA

Continuous improvement (Kaizen) utilizes streamlined, positive changes workflow changes by increasing efficiencies, improving work product quality, and eliminating waste. By improving productivity in focused processes and activities, lean process improvement encourages positive experiences at work.

CFOs can create value and improve company culture by implementing process improvements. This will foster positive morale, encourage personal discipline, advocate teamwork, and empower employees to take on key roles in the management of their daily projects and procedures.


1:00 pm - 2:00 pm



2:00 pm - 2:30 pm

4 ways AI streamlines the AP process

Ryan Krueger, Enterprise Sales Engineer,

Automation has been an integral part of invoice processing over the last decade, but you might still not reap the full benefits even if you have some automation in place. 9 out of 10 AP teams report being underutilized and feel like resources could be spent on more initiatives supporting growth and the company’s future.

An inefficient AP process doesn’t just lead to missed early discounts, issues with duplicates, and other errors, but it can also negatively impact your bottom line and stagnate company growth.

More Information


2:00 pm - 2:30 pm

A CFO’s framework for self-management & peak performance

Emil Vasilev, Vice President of Finance, Hero

A CFO’s framework for self-management & peak performance

As finance leaders, we are often responsible for setting KPIs and driving results for our organizations. To accomplish that, we typically focus on managing others – our teams, our functions, and the company as a whole. And yet, how we manage ourselves is equally important – and can be the deciding factor between success and burnout.

This session will introduce a practical framework and evidence-based tools used by top athletes, military personnel, and C-suite leaders globally to build personal resilience and harness the power of breath & guided relaxation to increase energy levels. Walk away rejuvenated and with ready-to-implement skills for self-management & peak performance.


2:30 pm - 3:00 pm

The net-zero opportunity: challenges and triumphs

Olivia Hipkins, Managing partner, Gaia Global Ventures
Zack Martin, Chief Financial Officer, Loop

Chief Financial Officers have a vital role to play in achieving net zero emissions.

This session will look at the measures of success and methods of achieving a green transition, from the value of science-based targets and incentives, to self accountability, publishing and reporting.


2:30 pm - 3:00 pm

Advancing strategic value through analytics from the CFO chair

Eric Mason, CFO, City of Quincy, Massachusetts

Financial planning and analysis (FP&A) is now a critical function of any CFO’s role. Developing an edge in analytics is crucial to developing successful long-term strategies. CFOs today are faced with not only managing day-to-day account functions, but also bringing high-level analysis in organization decision-making. Now more than ever, it is critical that CFOs have robust analytical skills. This session will discuss the application of transformative analytical adoption. Focused on CFOs, this session will use both real life examples and an overview of the field itself to strength top financial decision-makers ability to implement these important tools. The session will include an executive level explanation of these value-adding approaches, followed by examples of ways to implement them, and concluding with a discussion of a case study.


3:00 pm - 3:30 pm

Coffee break


3:30 pm - 4:30 pm

Scaling FP&A so it's ready for rapid change

Moderator: Julian Scutari, Global Senior Director, Finance Digital Transformation, Kimberly-Clark
Ashish Advani, Corporate Treasurer, VP & Global Head – Tax, Trade, Enterprise Risk Management, Ampere
Gary Binford, Vice President of Finance, Grindr
Jeffrey Mazza, CFO BizOpps, CliftonLarsonAllen
Chithra Rajagopalan, VP Finance, Kylan Ventures

The approach you should take to the budgeting process constantly evolves as your company grows. Join this session to hear from financial leaders at various stages of how to hear about best practices in FP&A during various cycles of companies’ growth.


3:30 pm - 4:00 pm

Modern finance transformation: from CFNo to CFGo!

Ilana Esterrich, Chief Financial Officer, American Coatings Association

Finance professionals are not immune to the changing nature of work. Finance and accounting needs to adapt and transform and embrace a new operating model. Increasingly, companies are looking to their finance leaders and teams to be agile cross-functional business leaders with a broader skill set than just closing the books, preparing financial statements, and completing audit requirements.

Today’s finance professional needs to adapt and embrace a changing operating model that is responsive and ready to adapt, embrace digital multiple technologies, automate manual processes, invest in new skill sets to provide useful analytic insights and provide strategic guidance across an organization at multiple levels. More and more, finance is shifting from tactical to strategic.

What sets the modern finance professional apart from the “old-school traditional” finance professional? How does the finance function move from static, rear-view reporting work to fast-evolving, highly effective source of competitive advantage? From a cost center to a value driver?

Join Ilana Esterrich, CFO at American Coatings Association ( for her perspective.


4:00 pm - 4:30 pm

Pushing the boundaries through process and tech

Jodi Evans, Managing Partner, Deloitte, British Columbia
Mike Hays, Director, Financial Systems, BCLC
Alan Kerr, Chief Financial Officer & VP Finance and Corporate Services, BCLC

In 2020 the British Columbia Lottery Corporation (BCLC) commenced a transformation of its Finance & Corporate Services functions with the goal of evolving from a transaction based function to a strategic advisor supporting the Corporation in meeting its mandate and business objectives. In this presentation, Alan Kerr, Chief Financial Officer, and Mike Hays, Director, Financial & Corporate Systems partner with Jodi Evans, from Deloitte to outline the cultural, organizational and system initiatives BCLC has undertaken in this transformational journey.



4:30 pm - 5:30 pm

Happy Hour - Networking Drinks 🍷

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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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