CFO LEADERSHIP CONFERENCE: WEST

AGENDA

Monday, October 2

1:30

Pre-Event Workshop: Taking Charge of Your Career Path From the C-Suite to the Boardroom

Pre-registration required

Apache/Navajo

3:30

Pre-Event Workshop: Becoming A Charismatic Connector

Pre-registration required

Apache/Navajo

5:00

Welcome Reception & Exhibit Hall Open

Exhibit Hall (Kachina 1-3)

Tuesday, October 3

8:00

Registration and Networking Breakfast

Kachina Foyer

9:00

Opening Remarks

Kachina 4–6

9:10

Keynote | Financial Excellence in a Volatile Global Economy

Kachina 4–6

10:00

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

Kachina 4–6

10:50

Networking Break in Exhibit Hall

Kachina 1–3

11:20

Breakout Sessions

Pima

In the past year, the economic landscape has pushed businesses to be more efficient and CFOs to be more strategic. While many companies are focused on cost reductions, it’s imperative that you find the right balance and don’t trim the wrong areas, as this could lead to inefficiencies that affect revenue generation. The key is understanding what technology you can leverage to boost productivity. From automating repetitive tasks to leveraging AI and data analytics for informed decision-making, hear from our expert panelists about how they’ve harnessed the power of technology to drive greater efficiencies and fuel growth.

Speakers:

  • Isabelle Wang, CFO, Legion Technologies
  • Stacy Hall, Regional Director, CFO Leadership Council
  • Jacque Davis, CFO/COO, 24Hr HomeCare

Apache/Navajo

Disparate systems, inefficient spend and continual change management often ail the office of the CFO. In turn, this office is often looked at for saying no to every dollar and not understanding the business impact. Learn how other CFOs have navigated transforming into efficient planning. You’ll take away a dialogue on how you can make incremental changes within your organization to have better planning, faster decision making and lead the charge for how the office of the CFO can really pave the path for transformation.

Speaker:

  • Zack McCarty, Director, FP&A, Qwick and Tristan Gaynor, Partner, Anavate Partners

Amphitheater

Finance talks in dollars while Marketing speaks in a murky language of leads, click-through rates, and share of voice. Marketing’s value shouldn’t get lost in translation. Smarter CFOs are partnering with their CMO peers to turn marketing metrics into strategic financial insights. Join us for a candid conversation about how to unlock the mysteries between each function and how to create a shared language to help prove and improve the value of every marketing dollar.

Speakers:

  • Rowan Tonkin, CMO, Planful
  • Erik Nakamura, CFO, Orange Comet

Pueblo

AI is revolutionizing the financial landscape and redefining the way we make decisions. In this session, we will explore the transformative impact AI will have on the world of finance and how AI can help accelerate global expansion and operations. You don’t have to be an expert on AI to join this discussion and regardless of familiarity with the topic, you’ll walk away from the session with a better understanding of how leveraging AI will help maximize innovation, people management, and efficiency within your organization.

Speaker: 

  • Erik Zhou, Chief Accounting Officer, Brex

12:15

Networking Lunch

Kachina Patio

1:15

Networking in the Exhibit Hall

Kachina 1–3

1:45

Visionary Panel | Resentment. Burnout. Reluctant Stayers and Loud Leavers. Trends in Workforce Power Dynamics.

Kachina 4–6

2:35

Keynote | Kyiv Rising: The Unfolding of the Ukraine Conflict and Lessons for Today’s Leader

Kachina 4–6

3:20

Networking Break in Exhibit Hall

Kachina 1–3

3:40

Breakout Sessions

Pima

In the past year, the economic landscape has pushed businesses to be more efficient and CFOs to be more strategic. While many companies are focused on cost reductions, it’s imperative that you find the right balance and don’t trim the wrong areas, as this could lead to inefficiencies that affect revenue generation. The key is understanding what technology you can leverage to boost productivity. From automating repetitive tasks to leveraging AI and data analytics for informed decision-making, hear from our expert panelists about how they’ve harnessed the power of technology to drive greater efficiencies and fuel growth.

Speakers:

  • Isabelle Wang, CFO, Legion Technologies
  • Stacy Hall, Regional Director, CFO Leadership Council
  • Jacque Davis, CFO/COO, 24Hr HomeCare

Apache/Navajo

Disparate systems, inefficient spend and continual change management often ail the office of the CFO. In turn, this office is often looked at for saying no to every dollar and not understanding the business impact. Learn how other CFOs have navigated transforming into efficient planning. You’ll take away a dialogue on how you can make incremental changes within your organization to have better planning, faster decision making and lead the charge for how the office of the CFO can really pave the path for transformation.

Speaker:

  • Zack McCarty, Director, FP&A, Qwick and Tristan Gaynor, Partner, Anavate Partners

Amphitheater

Finance talks in dollars while Marketing speaks in a murky language of leads, click-through rates, and share of voice. Marketing’s value shouldn’t get lost in translation. Smarter CFOs are partnering with their CMO peers to turn marketing metrics into strategic financial insights. Join us for a candid conversation about how to unlock the mysteries between each function and how to create a shared language to help prove and improve the value of every marketing dollar.
 
Speakers:
  • Rowan Tonkin, CMO, Planful
  • Erik Nakamura, CFO, Orange Comet

Pueblo

AI is revolutionizing the financial landscape and redefining the way we make decisions. In this session, we will explore the transformative impact AI will have on the world of finance and how AI can help accelerate global expansion and operations. You don’t have to be an expert on AI to join this discussion and regardless of familiarity with the topic, you’ll walk away from the session with a better understanding of how leveraging AI will help maximize innovation, people management, and efficiency within your organization.

Speaker: 

  • Erik Zhou, Chief Accounting Officer, Brex

4:40

Keynote | Secrets of Rockstar CFOs

Kachina 4 – 6

5:30

Day 1 Recap

Kachina 4 – 6

5:40

Networking Reception

Kachina 1 – 3

Wednesday, October 4

8:00

Networking Breakfast & Roundtable Discussions

Amphitheater

All Office of Finance teams can improve with automation technology. Whether saving time, reducing errors, avoiding increased headcount, or increasing employee satisfaction is your goal, automation can help. We know the value automation technology brings because we see it in action every day. Capitalize Analytics has guided hundreds of finance leaders throughout their automation journey unlocking value across their organization. Join us to learn where to start, what common pitfalls to avoid, and how to accelerate ROI.

Speaker: 

  • Travis Haworth, CPA, Manager of Office of Finance Transformation| Capitalize Consultings

Pueblo

Join Justworks for a roundtable discussion about evolving technologies and how they impact team efficiency. Many companies are working to automate, optimize their tech stacks, and model more effectively, especially amidst today’s uncertain economic landscape. Justworks will lead this discussion, posing questions about how tech can amplify teams’ successes, what industry leaders need more of from their software, and more.

Speaker:

  • Valerie Avila, Director of Sales, Justworks

9:00

Opening Remarks

Kachina 4 – 6

9:10

Keynote | Next-Level Leadership: How to Become a More Strategic CFO

Kachina 4 – 6

10:00

Visionary Panel | Economic Outlook for CFOs: 2024 & Beyond

Kachina 4 – 6

10:50

Networking Break in Exhibit Hall

Kachina 1 – 3

11:20

Breakout Sessions

Apache/Navajo

Finance leaders are embracing technology to level up the strategic power of their teams and streamline processes. In a climate where organizations of all sizes are watching their tech investment dollars carefully, new technology should complement your ERP and deliver incremental savings and value. In this session, Coupa CFO Tony Tiscornia will share his perspective on how finance leaders should evaluate a business spend management solution, regardless of where you are on your ERP journey. He’ll share real-world examples of how different organizations approach spend management, the benefits they experience, and how to make the case internally for unlocking more value from your ERP.

Speakers:

  • Tony Tiscornia, CFO, Coupa
  • Moderator: Emily DeNitto, Executive Editor, Chief Executive Group | Editor, StrategicCFO360, StrategicCIO360 and StrategicCHRO360

Amphitheater

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. Don’t miss this interactive discussion with your peer finance executives to explore:

  • Pros and cons of different FP&A and analytics organizational structures to drive maximum insights and efficiencies 
  • Key metrics for defining your FP&A and analytics teams’ success  
  • Automation to get more sophisticated with data 

 

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

Pueblo

This session will discuss the pros and cons of different exit options available to businesses, including selling to a strategic buyer, selling to private equity, or selling to an Employee Stock Ownership Plan (ESOP). An ESOP is a flexible, tax-efficient exit strategy that allows owners of privately held businesses to sell a portion or all of their company stock and defer or, with the proper planning, permanently avoid paying capital gains taxes. Join your peers for a discussion regarding the unique tax and employee benefits associated with these transactions, including the ability for the seller to sell their equity on a tax-free basis; for the Company to become free of both federal and state income tax; and, how management and employees can obtain equity in their companies without coming out of pocket for any of the capital.  

Speakers:

  • Keith Apton, Managing Director – Private Wealth Management, UBS Financial Services
  • Nick Francia, Managing Director – Private Wealth Management, UBS Financial Services

12:15

Lunch Keynote | Leading on the Cutting Edge of Innovation

Kachina 4 – 6

2:00

Closing Remarks

Kachina 4 – 6