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UNIQUE, ONE-OF-A-KIND EXECUTIVE EXCHANGES

Our conference program is refreshingly different to what you're used to seeing at regular tradeshows and conferences. Why?
  • Built Around Your Needs: We create the conference program based on research and feedback from our clients, senior finance executives, who like you are dealing with critical issues on a daily basis
  • First class speakers: Conference sessions are led by peers or industry experts, who have a clear understanding of the business obstacles inherent in controlling large finance departments and how they can be managed and resolved.
  • Intimate sessions: Sessions are for small groups of under 25 executives and are for finance executives only. This environment encourages attendees to be able to share best practices, successful case studies, and receive opinions and suggestions from their colleagues.
  • We proudly offer CPE Credits: Each workshop, session and discussion group is 50 minutes and thus recommended for one (1.0) CPE Credit.

Take part in the program

If you would like to participate in the program, or recommend any speakers or topics, please email Amanda Houston or call her at 212-651-8771.
2017 Keynotes
2017 Keynotes
  • In New York: Achieve Remarkable Things: Building Competitive Advantage in a Changing World

    Dean Van Leeuwen, Co-Founder & Chief Exploration Officer, TomorrowToday
    Over the past decade a shift in what delivers competitive advantage has occurred. This shift is being driven by a new type of leader and organisation who are achieving remarkable results, disrupting industries with unprecedented speed and being rewarded with market leadership. This keynote presen...
     

    In San Francisco: No Shortcuts To The Top

    Ed Viesturs, Author, World-Class Adventurer and High-Altitude Mountaineer
    Join keynoter Ed Viesturs as he documents “Endeavor 8000” - his goal of climbing the World’s 14 peaks over 8000 meters (26,000’) without supplemental oxygen. This effort took him 18 years to complete - becoming one of only five people to accomplish this feat!

    The themes interwoven...
     

2017 Program - New York
2017 Program - New York
  • Transitioning to a Global Finance Organization

    Kevin Wilson, EVP & CFO, New Era Cap Co., Inc.
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    For companies that have evolved from being US-oriented to having a wide global footprint, the...
     

    Training your non-Finance staff to be more commercial

    Roel Smits, CFO – North America, Kantar (a WPP Company)
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    Making your sales/client service staff pursue the right financial objectives requires incenti...
     

  • SuperCharge your Leadership: More Productivity, More Innovation, More Competitiveness

    Dean Van Leeuwen, Co-Founder & Chief Exploration Officer, TomorrowToday
    This workshop provides you with powerful and practical techniques to inspire people, improve results and have a positive impact in the world you influence and beyond. SuperCharge your Leadership focuses on the key leadership skills necessary for you and your team to drive productivity and become ...
     

    M&A Valuation Best Practices: Understanding and balancing the needs of corporate development, financial reporting and tax

    PJ PATEL, Senior Managing Director & Co-CEO, Valuation Research Corporation (VRC)
    M&A involves more than simply doing the deal. Is the deal accretive to shareholder value? Is it accretive to earnings? Are there book and tax conflicts? What are the new hot button issues from the SEC and IRS? Will your valuations satisfy your audit firm and subsequent PCAOB scrutiny? Is your tr...
     

  • Is the future of finance new technology or new people?

    Tony Klimas, EY Global Finance Performance Improvement Leader
    As technology, globalization and demographic trends continue to disrupt business models and industries, the finance function will undergo increasingly dramatic change. Where once its remit was predominantly that of a reporting function that focused on balancing the books and keeping score, in the...
     

    Lessons Learned: Financial Impact of a Cyber Security Incident

    Dave Wong, Managing Director Incident Response Services, Mandiant
    In this session case studies will be shared rom security incidents and breaches. The presentation will explore cases from ransomware to large data breaches, and will delve into the cost during and after a security incident. We will cover some of the issues that arise from security incidents, such...
     

  • Portfolio Management for People: How to Leverage Analytics to Optimize Your Workforce

    Linda Chen, Principal, Mercer
    The purpose of the session is to share examples of how organizations have been using advanced analytics such as employee preference determination, cluster analysis, and predictive models to set workforce programs and measure effectiveness. Drawing on over 20 years of workforce analytics, we will ...
     

    How Organizations Can Tame Data Chaos

    Praful Saklani , CEO, Pramata
    While every enterprise understands the need to manage data, most companies don’t know where to start. Despite investing heavily in technology in the time of digital transformation, 54% of executives surveyed by KPMG say the top barrier to success is identifying which data to collect, and 85% say ...
     

  • Best Practices in Operations Risk Management

    Randy Spusta, Associate Partner and Practice Leader of the Operational & IT Risk practice, IBM Global Business Services
    Successful companies address multiple factors when designing an effective enterprise risk management process, including cultural change, data collection, KPIs and analytics. In addition, best in class firms are now leveraging advanced technologies such as cognitive learning to advance, manage, mi...
     

2017 Program - San Francisco
2017 Program - San Francisco
  • Effective Budgeting and Forecasting

    Ewa Radzikowska, CFO, Veteran Affairs San Diego Healthcare System
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    In this discussion group we will explore the complexities of effective budgeting and forecast...
     

    How to present complex Finance information to your audiences

    Greg Sasaki, Vice President of Finance & Corporate Services, Nikon Corporation
    Through showing examples, talking about visual concepts and techniques, creating a story to engage and explain, and through discussion, the group will learn helpful and practical way to present complex financial information to a variety of audiences.

    Key learning objectives:...
     

  • How Organizations Can Tame Data Chaos

    Praful Saklani , CEO, Pramata
    While every enterprise understands the need to manage data, most companies don’t know where to start. Despite investing heavily in technology in the time of digital transformation, 54% of executives surveyed by KPMG say the top barrier to success is identifying which data to collect, and 85% say ...
     

    Portfolio Management for People: How to Leverage Analytics to Optimize Your Workforce

    Tauseef Rahman, Principal, Mercer
    The purpose of the session is to share examples of how organizations have been using advanced analytics such as employee preference determination, cluster analysis, and predictive models to set workforce programs and measure effectiveness. Drawing on over 20 years of workforce analytics, we will ...
     

  • Best Practices in Operations Risk Management

    Steven Smeltzer, Managing Director, Promontory Financial Group LLC., an IBM Company
    Successful companies address multiple factors when designing an effective enterprise risk management process, including cultural change, data collection, KPIs and analytics. In addition, best in class firms are now leveraging advanced technologies such as cognitive learning to advance, manage, mi...
     

    M&A Valuation Best Practices: Understanding and balancing the needs of corporate development, financial reporting and tax

    PJ PATEL, Senior Managing Director & Co-CEO, VRC | Valuation Research
    M&A involves more than simply doing the deal. Is the deal accretive to shareholder value? Is it accretive to earnings? Are there book and tax conflicts? What are the new hot button issues from the SEC and IRS? Will your valuations satisfy your audit firm and subsequent PCAOB scrutiny? Is your tr...
     

  • Successfully leveraging a more efficient use of real estate

    Jamie Cobb, Senior Finance Director & Chris Zlocki , Head of Innovation, Corporate Solutions, Colliers International Company
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    This discussion group will focus on giving an overview of current trends in commercial real est...
     

    Lessons Learned: Financial Impact of a Cyber Security Incident

    Marshall Heilman, VP, Mandiant Consulting & Executive Director of Incident Response and Red Team Operations, FireEye
    In this session case studies will be shared from security incidents and breaches. The presentation will explore cases from ransomware to large data breaches, and will delve into the cost during and after a security incident. We will cover some of the issues that arise from security incidents, suc...
     

  • Is the future of finance new technology or new people?

    Tony Klimas, EY Global Finance Performance Improvement Leader
    As technology, globalization and demographic trends continue to disrupt business models and industries, the finance function will undergo increasingly dramatic change. Where once its remit was predominantly that of a reporting function that focused on balancing the books and keeping score, in the...
     

    The Business Equation, and Engaging Your Workforce

    Khalil Smith, Founder, Smith + Grey, LLC and Former Senior Training Leader, Apple Inc.
    “Our people are our greatest resource.” Have you heard that before? Have you said that before? Do you believe it?

    This session is focused on the critical elements that make up successful organizations through a people and culture focused lens. You will take a dive into the parts ...
     

CPE Accreditation
CPE Accreditation
  • We proudly offer CPE credits

    CPE Disclosures and Policies

    Organizers (Conference Management)
    Richmond Events, Inc.
    1001 Avenue of the Americas, Suite 1502
    New York, NY 10018
    (212) 651-8700

    Richmond Events, Inc. is registered with the National Association of State Boards of Accountan...
     

Past Programs New York
Past Programs New York
  • 2016 CFO Forum Program - New York

    KEYNOTE SPEAKER
    Approaching the American Age - Peter Zeihan, Geopolitical Strategist


    ROUND TABLE DISCUSSIONS
    Financial Challenges of Doing Business Internationally
    Katherine Conway, SVP & CFO-International, Travelers
    Effective Budgeting & Forecasting
    Kelly Gall, Global CFO/COO, Interbrand Corporation
    Client Centricity – The CFO Role
    Marcos Binder, CFO Brazil, Sodexo Benefits & Rewards
    Building Diverse and High Performing Finance Teams
    Mariano Balaguer, CFO - Global Strategic Portfolio Group, Henry Schein

    WORKSHOPS
    Leading from the CFO Office in the Digital Era
    Yoana Land, Chief Financial Officer, L’Oreal - R&I America’s
    How to win friends and influence people: The catalyst behind all great CFOs
    Bryan Proctor, Senior Client Partner, Global Financial Officer Practice Leader, Korn Ferry
    Result oriented planning: Drive your corporate performance with integrated business planning
    Rahul Shah, Director & Co Founder, ForecastEra
    Returns on Digitalization
    Meade Monger, Managing Director, AlixPartners
    Gaining Negotiating Leverage: You Have More Power than You Think
    Frank Mobus, CEO, Mobus Creative Negotiating
    The CFO and Today’s Threat Landscape: An Inside Look at the Financial and Business Implications of Next Generation Cyber Attacks
    Michael Berry, SVP & CFO & Grady Summers, SVP & CTO, FireEye
    Why CFOs Should Care About Customer Experience — What They Need to Understand About Its Impact on Revenue, Retention and Brand Image
    Denise Graziano, President of Graziano Associates
     

  • 2015 CFO Forum Program - New York

    KEYNOTE SPEAKER:
    David Hale, Global Economist and Advisor to Fortune 500 Companies

    STRATEGY
    Optimizing The Revenue Opportunity
    Carter Hinckley, Managing Director, Blue Ridge Partners
    Enterprise Risk Management
    Prakash Kolluri, VP Global Finance Risks & Controls, Sony Music Entertainment
    Ensuring IT Investments Produce Business Value: An Agricultural Approach
    Rob Collins, former CIO, Cognos & City of Ottawa
    Dr. Gerald Grant, Director Ph.D. Program, Sprott School of Business, Carleton University &

    LEADERSHIP
    CFO As Partner To The CEO
    John Jureller, CFO, Frontier Communications
    CFO – Effective Communications To All Levels Within The Organization
    Kelly Gall, Group CFO/COO, Interbrand Corporation
    The High Performance CFO: Predictable Revenue, Passionate Teams, Profitable Growth
    Christine Comaford, Leadership and Culture Coach, New York Times Bestselling Author

    OPERATIONS
    Reaching For Operational Excellence…Through People
    Brian Rains, Global Operations Excellence Practice Leader, DuPont Sustainable Solutions
    Outsourcing & Shared Services
    Joe Killian, Principal - US Finance & Shared Services Leader , PwC

    TECHNOLOGY
    CFO-CIO Partnerships: Bridging the Gap between ROI and Technology Costs
    Keith Fowlkes, Chief Information Officer, Centre College
    Cyber Security and the CFO: An Inside Look at the Financial and Business Challenges Caused by Next Generation Cyber Attacks
    Michael Sheridan, CFO & Senior Vice President, FireEye
    Grady Summers, SVP Cloud Analytics, FireEye

     

  • 2014 CFO Forum Program - New York

    KEYNOTE SPEAKER
    Disruptive Thinking: Fostering a Culture of Game-changing Leadership
    Luke Williams, Professor of Innovation at NYU Stern School of Business, and Executive Director, Berkley Entrepreneurship Center at New York University and International Bestselling Author


    WORKSHOPS

    Budgeting and Forecasting: Best Practices for Creating Powerful Financial Plans
    Rick Hanna, Chief Financial Officer & Charmaine Catania, Controller, Numeric Investors

    Why it’s Imperative for CFOs to Employ Big Data to Stay Viable
    Brian Levine, Partner and North American Region Leader, Workforce Analytics & Chuck Moritt, Senior Partner, Global Mergers & Acquisitions, Mercer

    The CFO Becoming a Strategic Partner
    John Percival, Ph.D., Adjunct Professor of Finance, The Wharton School

    Accelerating Profitable Revenue Growth
    James R. Corey, Managing Partner, Blue Ridge Partners

    Unconventional Sources For Conventional Capital
    Rajat Prakash, Director, Finance Sears Holdings

    From Little Data to Big Insights: Leveraging the Power of Data for Business Development
    Sarah Quinlan, Senior Vice President, Market Insights, MasterCard Advisors

    Leading Your Company's Corporate Growth Efforts
    Nick Araco, President & CEO, The CFO Alliance

    Shaping Your Brand: The Importance of Aligning Your Finance Team with Your Brand
    Lesley Everett, Personal Branding Professional Speaker & Executive Brand Coach, Walking Tall International
     

  • 2013 CFO Forum Program - New York

    KEYNOTE
    Better, Stronger, Faster: The Myth of American Decline... and the Rise of a New Economy
    Daniel Gross, Senior Financial Editor Newsweek/Daily Beast


    SEMINARS & WORKSHOPS

    Increasing Retention and Developing a Finance Talent Pipeline in a Competitive Marketplace
    Len Grey, Senior Partner, Global Leader, Mercer M&A Consulting
    Tonushree Mondal, Principal, Human Resources, Mercer


    Understanding the Changing Role of a CFO
    Myles Corson, Partner, Financial Accounting Services, Ernst & Young

    How to Get More from Tech While Spending Less: Bridging the Divide Between CFOs and CIOs
    Krish Venkataraman, Chief Financial Officer & Chief, Administrative, Officer Information Technology, NYSE Euronext

    How the Global Marketplace is Impacting CFOs at Home
    Derek Kosti, Senior Finance Director, Pfizer

    Expense Management - 10 Effective Techniques for Cutting Cost
    Rick Hanna, Chief Financial Officer, Numeric Investors
     

  • 2012 CFO Forum Program - New York

    KEYNOTE
    A Strategic View of Today’s Economic Realities
    Gregory Ip, U.S. Economics Editor, The Economist



    SEMINARS & WORKSHOPS

    Abandoning Budgeting
    Jim Burton, CFO, Norton Lilly International

    Workforce Planning: Preparing for the Future
    Anna Gitelman, CFO- Group Technology Infrastructure, UBS

    Technology Innovation: Driving the New Way to Business Performance
    Guy Haddelton, Founder & CEO, Anaplan

    Leading with Influence: Managing Transitions to Your Next CFO Role
    Ajit Kambil, Global Research Director, CFO Program, Deloitte Research

    The Value of Risk Management
    Norman Marks, VP, Governance, Risk & Compliance, SAP

    Accounting Change is Coming: Be Prepared
    Ken Marshall, Partner, Americas Financial Accounting Advisory Services Leader, Ernst & Young

    Building Your C Suite Bench
    John Szold, CEO, Planning for Succession

    A Mercurial Economy
    Dea Benson, SVP Controller, Realogy Corporation

    Bridging the Cultural Gap
    Joe Wilkinson, CFO / VP of Operations, Taiyo Yuden

     

  • 2011 CFO Forum Program - New York

    KEYNOTE PANEL
    • Peter Bridgman, Senior Vice President and Controller, PepsiCo
    • Kristi Matus, Executive VP & CFO, United Services Automobile Association (USAA)
    • Richard Schrader, Chairman, Parsons Brinckerhoff, Inc.
    • Justin Baer, Wall Street Correspondent (moderator)


    SEMINARS & WORKSHOPS

    Leadership in Finance – Developing Your Legacy
    Paul Bueker, Controller & Secretary, GE Foundation
    Dr. Thomas Conine Jr., Founder, Partner and Co-Owner, TRI Corporation


    Emerging Markets
    Ray Young, Chief Financial Officer, Archer Daniels Midland Company

    Sustainable Productivity and Cost Minimization Methods
    Stuart Stoller, Chief Financial Officer, Sleep Innovations, Inc.

    Equity Compensation Trends: Is Your Company Stuck?
    Robert Purser, Finance Segment Leader, E*TRADE Financial Corporate Services, Inc.

    Using Business Discovery Analytics to Reduce Risk and Drive Growth & Profitability
    Anthony Zecca, Managing Partner, Cohn Consulting Group, a Division of J.H. Cohn

     

Past Programs San Francisco
Past Programs San Francisco
  • 2016 CFO Forum Program – San Francisco

    KEYNOTE SPEAKER
    Draw me the money: 5 rules to lead, sell, and innovate with your visual mind - Dan Roam, Business Visualization Consultant & Author


    ROUND TABLE DISCUSSIONS
    The future of health care
    Michael Trzupek, Vice-President Finance, Providence Health & Services / Jim King, Project Partner Advisory Services, Ernst & Young>
    The expanding role of the CFO to include COO responsibilities
    Peter Kuipers, EVP & CFO, Omnicell

    WORKSHOPS
    The IoT and the impact for the CFO
    Bertus Cilliers, Vice President, Finance and Controlling, Member of the Management Board, T-Systems North America
    Leading from the CFO office in the digital era
    Yoana Land, Chief Financial Officer, L’Oreal - R&I America’s
    Succession - You may not be as prepared as you think...
    Bryan Proctor, Senior Client Partner & Financial Officer Practice Global Leader, Korn Ferry
    Result oriented planning: Drive your corporate performance with integrated business planning
    Rahul Shah, Director & Co Founder, ForecastEra
    Returns on digitalization
    Meade Monger, Managing Director, AlixPartners
    Gaining negotiating leverage: You have more power than you think
    Frank Mobus, CEO, Mobus Creative Negotiating
    The CFO and today’s threat landscape: An inside look at the financial and business implications of next generation cyber attacks
    Michael Berry, SVP & CFO & Grady Summers, SVP & CTO, FireEye
    Why CFOs should care about customer experience — What they need to understand about its impact on revenue, retention and brand image
    Denise Graziano, President, Graziano Associates
     

  • 2015 CFO Forum Program – San Francisco

    KEYNOTE SPEAKER:
    Mission-Critical Agility - Jeff Norris, NASA Scientist, Robotics and Mission Control


    STRATEGY
    Optimizing the revenue opportunity
    Carter Hinckley, Managing Director, Blue Ridge Partners
    Improving strategic risk management
    Jeremy Sucharski, Partner, Armanino
    Ensuring IT Investments Produce Business Value: An Agricultural Approach
    Dr. Gerald Grant, Director Ph.D. Program, Sprott School of Business, Carleton University &
    Rob Collins, former CIO, Cognos & City of Ottawa

    LEADERSHIP
    Partner With The CEO Powerfully: Brain-Based Techniques To Build Deep Bonds
    Christine Comaford, Leadership and Culture Coach, New York Times Bestselling Author
    CFO – effective communications to all levels within the organization
    Ralph Balestriere, EVP & CFO, Red Wing Shoe Company
    Rocket Science for CFOs
    Jeff Norris, NASA Scientist, Robotics and Mission Control

    OPERATIONS
    Reaching for operational excellence
    Brian Rains, Global Operations Excellence Practice Leader, DuPont Sustainable Solutions
    A turnaround case study: upgrading the finance organization and more
    Suzy Taherian, CFO, eCullet
    Financial budgeting & forecasting
    James Myers, Global Finance Executive and Consultant, Hewlett-Packard

    TECHNOLOGY
    The Knights Fork: How Manage the Risk Posed by Cyber Attacks
    Tom Kellermann, Chief Cybersecurity Officer, Trend Micro

     

  • 2014 CFO Forum Program - San Francisco

    It's the Economy
    Adam Davidson, Award-winning Columnist for The New York Times Magazine, Business and Economics Expert


    SEMINARS & WORKSHOPS

    From Little Data to Big Insights: Leveraging the Power of Data for Business Development
    Sarah Quinlan, Senior Vice President, Market Insights, MasterCard Advisors

    Key HR Metrics That CFO’s Should Be Using
    William J. Filip, Managing Director, Delancey Street Partners

    The Importance of Aligning Your Finance Team with Your Brand
    Lesley Everett, Personal Branding Professional Speaker & Executive Brand Coach, Walking Tall International

    Using Big Data to Drive Workforce Decisions… And Profitability
    Stefan Gaertner, Ph.D, Principal and Human Capital Strategy Leader & Patrick Shannon, Partner, Mercer

    The High Performance CFO
    Christine Comaford, Executive and Culture Coach, New York Times Bestselling Author

    Leading Your Company's Corporate Growth Efforts
    Nick Araco, President & CEO, The CFO Alliance

    Hot Button Issues for CFOs in Today’s Multi-Regulator Environment
    Mary Hansen, Partner, Drinker Biddle

    Accelerating Profitable Revenue Growth
    James R. Corey, Managing Partner, Blue Ridge Partners

    Next Generation of Transformation
    Sas Mukherjee, CFO & Head of Corporate Development Serco Global Services, Americas
     

  • 2013 CFO Forum Program - San Francisco

    KEYNOTE
    How to Get More from Tech While Spending Less: Bridging the Divide Between CFOs and CIOs
    Krish Venkataraman, Chief Financial Officer & Chief Administrative Officer Information Technology, NYSE Euronext

    Greg Ip, U.S. Economics Editor, The Economist


    SEMINARS & WORKSHOPS

    Trends to Control Costs and Boost Profits
    Melissa Claassen, CFO, TaylorMade Golf

    Case Study – An Inside Look at the Decisions and Challenges Faced by CFO
    Sean Aggarwal, Chief Financial Officer, Trulia, Inc

    Talent: Increasing Retention and Developing a Finance Talent Pipeline in a Competitive Marketplace
    Patrick Shannon, Partner, Human Capital Business, Mercer
    Praveen Thadhani, Partner, Global M&A Business, Mercer


    Sharpen Your Influence: The Key Skill You Need in Senior Finance Management
    Christine Comaford of Christine Comaford Associates

    Understanding the Changing Role of a CFO
    Myles Corson, Principal, Financial Accounting Advisory Services, Ernst & Young LLP

    Building the Benchmark Finance Organization
    Dev Parekh, Chief Financial Officer, Investor Communication Solutions

     

2015 Program - New York
2015 Program - New York
  • CFO – Effective Communications To All Levels Within The Organization

    Kelly Gall, Group CFO/COO, Interbrand Corporation
    This is a discussion group or executive exchange of knowledge and expertise. Join this small round table setting of 8 to 12 peers moderated by a fellow CFO to share your insights and questions on this topic. Questions may be submitted to the moderator prior to the event.

    In ...
     

    CFO As Partner To The CEO

    John Jureller, CFO, Frontier Communications
    This is a discussion group or executive exchange of knowledge and expertise. Join this small round table setting of 8 to 12 peers moderated by a fellow CFO to share your insights and questions on this topic. Questions may be submitted to the moderator prior to the event.

    Inc...
     

  • Optimizing The Revenue Opportunity

    Carter Hinckley, Managing Director, Blue Ridge Partners
    A transformation has occurred in sales and marketing. Buyers have access to a wealth of information enabling them to narrow their options and negotiate from a point of strength. Sellers need to adapt to these changes and CFO’s have an important role in helping sales and marketing succeed in thi...
     

    Ensuring IT Investments Produce Business Value: An Agricultural Approach

    Rob Collins, former CIO, Cognos & City of Ottawa Dr. Gerald Grant, Director Ph.D. Program, Sprott School of Business, Carleton University
    Organizations spend large sums on Information and Communications Technology but are often left wondering if they get any returns on these investments. IT is seen as essential to transforming organizations but too often just consumes funds without meeting expectations. CFOs are frustrated by the...
     

  • The High Performance CFO: Predictable Revenue, Passionate Teams, Profitable Growth

    Christine Comaford, Leadership and Culture Coach, New York Times Bestselling Author
    In this value-packed program you’ll learn key neuroscience techniques that have enabled 50 of the fastest-growing North American companies plus tech titans Google, Apple, Microsoft, Oracle and others to get year-over-year profitable growth and have lean peak-performing teams. You’ll leave this pr...
     

    Enterprise Risk Management

    Prakash Kolluri, VP Global Finance Risks & Controls, Sony Music Entertainment
    Risk management is the identification, assessment, and prioritization of risks. It involves in the effective application of resources, governance from top management, a well laid out strategy to minimize, monitor, and control the probability and/or impact of unexpected events. Risk management’s o...
     

  • Reaching For Operational Excellence…Through People

    Brian Rains, Global Operations Excellence Practice Leader, DuPont Sustainable Solutions
    Operational Excellence is currently #2 on the list of CEO’s greatest challenges. Rising complexity, costs and risks along with greater societal expectations have combined to make flawless execution more important now than ever. The need for operational excellence is now.

    In 2006,...
     

    Outsourcing & Shared Services

    Joe Killian, Principal - US Finance & Shared Services Leader , PwC
    This is a discussion group or executive exchange of knowledge and expertise. Join this small round table setting of 8 to 12 peers moderated by a fellow CFO to share your insights and questions on this topic. Questions may be submitted to the moderator prior to the event.

    Ins...
     

  • CFO-CIO Partnerships: Bridging the Gap between ROI and Technology Costs

    Keith Fowlkes, Chief Information Officer, Centre College
    Many business leaders see technology as “the toilet that won’t stop flushing” while others see it as a crucial strategic advantage. This session will discuss how CFOs can better frame return on investment in information technology projects into the larger financial picture. We will also try and...
     

    Cyber Security and the CFO: An Inside Look at the Financial and Business Challenges Caused by Next Generation Cyber Attacks

    Michael Sheridan, CFO & Senior Vice President, FireEye
    Grady Summers, SVP Cloud Analytics, FireEye

    Cyber security is as an important a consideration as any aspect of a CFO’s responsibilities. Consider the high-profile breaches making headlines almost daily and it is clear that the financial and business challenges resulting from these exploits strike at the heart of the focus of CFOs and their...
     

2015 Program - San Francisco
2015 Program - San Francisco
  • CFO – effective communications to all levels within the organization

    Ralph Balestriere, EVP, CFO, & Treasurer Red Wing Shoe Company
    This is a discussion group or executive exchange of knowledge and expertise. Join this small round table setting of 8 to 12 peers moderated by a fellow CFO to share your insights and questions on this topic. Questions may be submitted to the moderator prior to the event.

    The...
     

    Reaching For Operational Excellence…Through People

    Brian Rains, Global Operations Excellence Practice Leader, DuPont Sustainable Solutions
    Operational Excellence is currently #2 on the list of CEO’s greatest challenges. Rising complexity, costs and risks along with greater societal expectations have combined to make flawless execution more important now than ever. The need for operational excellence is now.

    In 2006,...
     

  • Rocket Science for CFOs Workshop

    Jeff Norris, NASA Scientist, Robotics and Mission Control
    Navigating spacecraft across the solar system has more in common with managing your enterprise than you might expect. In this workshop, Jeff draws inspiration from the core principles of astrogation and his own experience to discuss innovative partnerships and superior management strategies. Th...
     

    Ensuring IT Investments Produce Business Value: An Agricultural Approach

    Rob Collins, former CIO, Cognos & City of Ottawa
    Dr. Gerald Grant, Director Ph.D. Program, Sprott School of Business, Carleton University

    Organizations spend large sums on Information and Communications Technology but are often left wondering if they get any returns on these investments. IT is seen as essential to transforming organizations but too often just consumes funds without meeting expectations. CFOs are frustrated by the...
     

  • Optimizing The Revenue Opportunity

    Carter Hinckley, Managing Director, Blue Ridge Partners
    A transformation has occurred in sales and marketing. Buyers have access to a wealth of information enabling them to narrow their options and negotiate from a point of strength. Sellers need to adapt to these changes and CFO’s have an important role in helping sales and marketing succeed in thi...
     

    Enterprise Risk Management – Real World Approach to Drive Real World Results

    Jeremy Sucharski, CISA, CRISC, Partner, Armanino
    Can Risk Management functions in your company really drive value? Can they be viewed as a value add function and not just a cost centre? By applying the principles of Enterprise Risk Management (ERM) in a thoughtful and scalable manner, your company can achieve tangible results and quantifiable ...
     

  • Partner With The CEO Powerfully: Brain-Based Techniques To Build Deep Bonds

    Christine Comaford, Leadership and Culture Coach, New York Times Bestselling Author
    In today’s uncertain economic climate it’s crucial to partner powerfully with the CEO. CFOs that do are seen as key strategic players—and are foundational to the company’s future. How do we enroll, engage, align with some of the most challenging, in-demand, visionary brains in the business? What ...
     

    A turnaround case study: upgrading the finance organization & more

    Suzy Taherian, CFO, Noble Iron
    This is a discussion group or executive exchange of knowledge and expertise. Join this small round table setting of 8 to 12 peers moderated by a fellow CFO to share your insights and questions on this topic. Questions may be submitted to the moderator prior to the event.

    Bef...
     

  • FP&A Innovation Cycle: Leverage data to drive change

    James Myers, Finance Consultant Global FP&A, Hewlett-Packard
    There is an explosion of data both internally and externally – by 2020 there will be 50 times more data than ever created...and all of it mobile! If your organization is not setup to take advantage of this data and convert it into insight - beware - your competitors might. Both in short term tact...
     

    The Knights Fork: How Manage the Risk Posed by Cyber Attacks

    Tom Kellermann, Chief Cybersecurity Officer, Trend Micro
    This presentation will focus on the evolution of targeted campaigns in 2015. The speaker will dissect three of the advanced targeted campaigns of 2014 and highlight the latest tactics of delivery and lateral movement by elite Asian and Eastern European hacker crews. The three campaigns that the ...
     

2016 Program - New York
2016 Program - New York
  • Financial challenges of doing business internationally

    Katherine Conway, SVP & CFO-International, Travelers

    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    Travelers is experiencing these challenges first hand as it continues to expand interna...
     

    Leading from the CFO Office in the Digital Era

    Yoana Land, Chief Financial Officer, L’Oreal - R&I America’s
    In this session, we will explore the role of the CFO in guiding the executive team to pursue digitally-intensive investments (ex. the cloud, social media, and big data) to create value for the organization.

    Several topics that we will focus on are:
    • The disruption innovati...
     

  • Effective Budgeting & Forecasting

    Kelly Gall, Global CFO/COO, Interbrand Corporation

    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    In this discussion group, we will explore together the complexities of effective budget...
     

    Returns on Digitalization

    Meade Monger, Managing Director, AlixPartners

    Digital transformation not only allows businesses to compete in today’s world, but it also leads to increased revenue and profitability. Digitally transformed companies are 26% more profitable than their average industry competitors. Digital transformation first requires that the classi...
     

  • Result oriented planning: Drive your corporate performance with integrated business planning

    Rahul Shah, Director & Co Founder, ForecastEra
    Financial planning is a fundamental activity that is the lifeline of any company. Accurate and timely planning key to achieve quarterly results. An integrated, driver-based planning process can help improve margins, increase organizational productivity and reduce organizational friction. As a CFO...
     

    Building Diverse and High Performing Finance Teams

    Mariano Balaguer, CFO - Global Strategic Portfolio Group, Henry Schein

    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    In this round table discussion we will be discussing and debating about the following t...
     

  • Gaining Negotiating Leverage: You Have More Power than You Think

    Frank Mobus, CEO, Mobus Creative Negotiating

    This workshop is designed to be impactful and fun. Our experience is that people learn best not when they’re being lectured to, but when they are being entertained and are participating in the learning experience.

    We intend to address one of the most perplexing ideas peopl...
     

    How to win friends and influence people: The catalyst behind all great CFOs

    Bryan Proctor, Senior Client Partner, Global Financial Officer Practice Leader, Korn Ferry
    In today’s businesses, the CFO is at the core of every decision in the company – at times knowing more about the company than even the CEO. Having command of the numbers is no longer enough – CFOs have an ever stronger voice at the table are increasingly being expected to tell the corporate story...
     

  • Client Centricity – The CFO Role

    Marcos Binder, CFO Brazil, Sodexo Benefits & Rewards
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    The discussion will be based on several provocative questions and providing some practical ex...
     

    The CFO and Today’s Threat Landscape: An Inside Look at the Financial and Business Implications of Next Generation Cyber Attacks

    Barry Stern, VP of Finance and Grady Summers, SVP & CTO, FireEye
    Cyber security has emerged as a critical consideration for every CFO. Consider the high-profile breaches making headlines almost daily, and it is clear that the financial and business challenges resulting from these exploits strike at the heart of the focus of CFOs and their finance teams. This ...
     

  • Why CFOs Should Care About Customer Experience — What They Need to Understand About ItsImpact on Revenue, Retention and Brand Image

    Denise Graziano, President, Graziano Associates.
    For CFOs who are increasingly asked to assist with strategic decision making across the company, it is essential to understand the economic impact of customer experience (CX). Without proper insights, a CFO may dismiss certain budgets as “nice to have” when they could actually provide strategic a...
     

2016 Program - San Francisco
2016 Program - San Francisco
  • The IoT and the Impact for the CFO

    Bertus Cilliers, Vice President, Finance and Controlling, Member of the Management Board, T-Systems North America
    The growing impact of the IoT on all business verticals should be a major focus for every CFO – whether it is a direct or indirect impact to your business. The focus includes understanding the usage of the IoT, and its impact on cost, savings and asset efficiency.

    This session will...
     

    Future of Health Care

    Michael Trzupek, Vice-President Finance, Providence Health & Services
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    The fast pace of change in healthcare requires the CFO to be uniquely prepared for a future muc...
     

  • Leading from the CFO Office in the Digital Era

    Yoana Land, Chief Financial Officer, L’Oreal - R&I America’s
    In this session, we will explore the role of the CFO in guiding the executive team to pursue digitally-intensive investments (ex. the cloud, social media, and big data) to create value for the organization.

    Several topics that we will focus on are:
    • The disruption innovati...
     

    The expanding role of the CFO to include COO responsibilities

    Peter Kuipers, EVP & CFO, Omnicell
    This is a discussion group or executive exchange moderated by a fellow CFO. In a small round table setting 8 to 12 peers will share knowledge, expertise and insight on the topic.

    The CFO role at today's leading companies is evolving. Alongside their traditional mandate to p...
     

  • Returns on Digitalization

    Meade Monger, Managing Director, AlixPartners

    Digital transformation not only allows businesses to compete in today’s world, but it also leads to increased revenue and profitability. Digitally transformed companies are 26% more profitable than their average industry competitors. Digital transformation first requires that the classi...
     

    Gaining Negotiating Leverage: You Have More Power than You Think

    Frank Mobus, CEO, Mobus Creative Negotiating

    This workshop is designed to be impactful and fun. Our experience is that people learn best not when they’re being lectured to, but when they are being entertained and are participating in the learning experience.

    We intend to address one of the most perplexing ideas peopl...
     

  • Succession - You may not be as prepared as you think...

    Bryan Proctor, Senior Client Partner & Financial Officer Practice Global Leader, Korn Ferry
    In this session, we will look into America's depleting bench for financial officer succession talent, the growing complexity of the contemporary CFO and the mandates driven by Boards, investors and activists. Strategies and best practices will be discussed and shared by Korn Ferry and your peers....
     

    The CFO and Today’s Threat Landscape: An Inside Look at the Financial and Business Implications of Next Generation Cyber Attacks

    Michael Berry, SVP & CFO & Grady Summers, SVP & CTO, FireEye
    Cyber security has emerged as a critical consideration for every CFO. Consider the high-profile breaches making headlines almost daily, and it is clear that the financial and business challenges resulting from these exploits strike at the heart of the focus of CFOs and their finance teams. This ...
     

  • Result oriented planning: Drive your corporate performance with integrated business planning

    Rahul Shah, Director & Co Founder, ForecastEra
    Financial planning is a fundamental activity that is the lifeline of any company. Accurate and timely planning key to achieve quarterly results. An integrated, driver-based planning process can help improve margins, increase organizational productivity and reduce organizational friction. As a CFO...
     

    Why CFOs Should Care About Customer Experience — What They Need to Understand About Its Impact on Revenue, Retention and Brand Image

    Denise Graziano, President, Graziano Associates
    For CFOs who are increasingly asked to assist with strategic decision making across the company, it is essential to understand the economic impact of customer experience (CX). Without proper insights, a CFO may dismiss certain budgets as “nice to have” when they could actually provide strategic a...
     


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