CFO LEADERSHIP CONFERENCE: EAST

AGENDA

Tuesday, June 6

1:30

Pre-Event Workshop: Women in Leadership, Win When They Say You Won't

Additional registration required.

Provincetown

3:30

Pre-Event Workshop: Foundational Mindset for Elite Leaders

Additional registration required.

Provincetown

Wednesday, June 7

8:00

Registration and Networking

Registration Desk A

8:00

Networking Breakfast in Exhibit Hall

Salon F

9:00

Opening Remarks

Salons G – K

9:10

How a World Class CFO Drives Growth in a Complex Environment

Salons G – K

10:00

Beyond KPIs: How CFO “Storytellers” Chart the Road to Profitability

Salons G – K

10:50

Networking Break in Exhibit Hall

Salon F

11:20

Breakout Sessions

Salon CD

Speaker: Jeremy Klaperman, CFO of Rho

As banks continue to face increasing uncertainty and volatility, middle-market CFOs are left with a critical decision to make: how to balance the importance of maintaining valuable banking relationships while also safeguarding cash reserves. What does effective cash management look like and what does the CFO’s role amid recent bank failures and economic uncertainty?

Provincetown

Speakers: Vin Messina, VP and Global Head of Transformation, BlackLine

Finance and accounting (F&A) teams are navigating increasing complexity with a growing list of priorities, including expanding business roles and managing talent and labor challenges. To thrive, leading organizations are identifying their most pressing challenges and using technology to adopt best practices, free up time, and build agility.

Suffolk

Speakers: Michael Tannenbaum, COO & Former CFO, Brex

More info coming soon!

Vineyard

Speakers: Jason Quinn, CFO/COO, Vendr; Steve Isom, CFO, Bloomerang; Michelle McComb, CFO, Bluecore

In this challenging business environment, finance leaders look to differentiate their company from their rivals. Now they are enlisting software as a competitive tool. The outcome promises to be a better return on investment.

12:15

Networking Lunch

Salon G Foyer

1:15

Exhibit Hall

Salon F

1:45

Flip the Script: Turn Employee Benefits from Cost Burden to Competitive Edge

Salons G – K

2:35

Overcoming Obstacles to Global Expansion

Salons G – K

3:20

Networking Break in Exhibit Hall

Salon F

3:40

Breakout Sessions

Salon CD

Speaker: Jeremy Klaperman, CFO of Rho

As banks continue to face increasing uncertainty and volatility, middle-market CFOs are left with a critical decision to make: how to balance the importance of maintaining valuable banking relationships while also safeguarding cash reserves. What does effective cash management look like and what does the CFO’s role amid recent bank failures and economic uncertainty?

Provincetown

Speakers: Vin Messina, VP and Global Head of Transformation, BlackLine

Finance and accounting (F&A) teams are navigating increasing complexity with a growing list of priorities, including expanding business roles and managing talent and labor challenges. To thrive, leading organizations are identifying their most pressing challenges and using technology to adopt best practices, free up time, and build agility.

Suffolk

Speakers: Michael Tannenbaum, COO & Former CFO, Brex

More info coming soon!

Vineyard

Speakers: Jason Quinn, CFO/COO, Vendr; Steve Isom, CFO, Bloomerang; Michelle McComb, CFO, Bluecore

In this challenging business environment, finance leaders look to differentiate their company from their rivals. Now they are enlisting software as a competitive tool. The outcome promises to be a better return on investment.

4:40

Confidence in Crisis: Responding to a Banking Failure

Salons G – K

5:30

Day 1 Wrap

Salons G – K

5:40

Networking Reception

Salon F

Thursday, June 8

8:00

Networking Breakfast in Exhibit Hall

Salon F

9:00

Opening Remarks

Salons G – K

9:10

Be The Leader Who Inspires Your Team to Greater Accomplishments

Salons G – K

10:00

Guide to Achieving Long-Term Business Growth

Salons G – K

10:50

Networking Break in Exhibit Hall

Salon F

11:20

Breakout Sessions

Salon CD

Speakers: Anna King, CFO, Mesh Payments; Asaf Hanegby, Director of Finance, Mesh Payments

Today the role of finance goes well beyond processing transactions and updating accounting books, to providing data and intel that will position your company to achieve its financial goals.

Provincetown

Speaker: Milosh Nedic, SVP of finance & strategy, Avalara

There’s a “once a century event” happening every other year – it’s just a different event each time bringing new sources of volatility to impact your planning. CFOs need to adjust their forecasting and strategy design as part of a disciplined approach to long-term vision, all while continuing to run an efficient and compliant business with less budget and fewer resources. On top of that, we are seeing finance roles becoming harder to fill, with less people entering the field as a career – that means automating key finance tasks wherever possible is going to become a necessity. Hear how one global finance executive is evolving his value creation plan from one year to five year, improving FP&A processes, and using analytics to help his high-growth organization glean better insights to control recurring costs while driving growth.

Vineyard

Speakers: Liz Alderman, Director, Product Marketing at Coupa; Rohit Anand, Senior Director of Finance & Controller, Tectonic Therapeutic, Inc.

The past year has been a demanding balancing act as companies face economic uncertainty, supply chain disruption, and pressure to remain profitable as costs rise. In a recent survey of over 600 CFOs, 93% shared that automation would better help them respond to these external forces.

12:10

Networking Lunch

Salon G Foyer

1:00

The CFO’s Ultimate Cautionary Tale: Lessons from Enron’s Former Finance Chief

Salons G – K

2:00

Scavenger Hunt Winners Announced – must be present to win!

Salons G – K

2:00

Networking in Exhibit Hall

Salon F

2:30

Event Concludes

Salons G – K