In this workshop you’ll learn how to:
- Process invoices more efficiently & accurately
- Create an agile finance team structure
- Reduce costs by utilizing technologies
- Eliminate unnecessary errors
San Diego agenda to come Summer 2023
Morning registration & name-badge collection, then grab some breakfast & coffee/tea.
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.
Yoana Land, CFO Transformation North America, L’Oreal
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?
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.
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.
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.
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.
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.
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.
Ryan Krueger, Enterprise Sales Engineer, Vic.ai
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.
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.
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.
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.
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.
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 (www.paint.org) for her perspective.
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.