Delegate Information May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL awaken genius pioneer ideas Developed via a profound dialogue with key market players and our extensive proprietary research, the CFO Summit XXXII program offers indispensable insights. Chairperson: Jody Billiard, SVP, Chief Accounting Officer, Coca-Cola Bottling Co. Consolidated WORLD CLASS BRIEFINGS BY THE LIKES OF Dominic J. Caruso, EVP and Chief Financial Officer, Johnson & Johnson Dori Abendschein, SVP, Chief Financial Officer – North America, Schneider Electric Tammy Romo, EVP and Chief Financial Officer, Southwest Airlines Zachary Wasserman, SVP and Chief Financial Officer – North America, VISA Jonathan Mariner, EVP and Chief Financial Officer, Major League Baseball (2002-2016) Jennifer Cabalquinto, EVP and Chief Financial Officer, Golden State Warriors Steve Poppen, EVP and Chief Financial Officer, Minnesota Vikings Sharon Virag, Chief Accounting Officer and VP, Finance, Aetna Inc. Elizabeth Joyce, Deputy Chief Information Security Officer, Hewlett Packard Enterprises Grant Fitz, EVP and Chief Financial Officer, Valassis Alberto Fornaro, EVP and Chief Financial Officer, IGT The role of the CFO no longer means strictly crunching numbers. Financial leaders are being asked to manage new challenges; such as, talent development, big data, industry consolidation and shrinking margins; all while pursuing sustainable growth. Success in today’s economic environment requires innovating the finance function. Modern CFOs must embrace their role as a strategic leader and arm themselves with the tools to deliver business value and position their companies for success. Hafiz Chandiwalla, SVP and Chief Financial Officer, CocaCola Bottling UNITED Craig Logan, SVP, Corporate Finance, Procurement & Business Services, Sony Electronics Marc Thompson, Former Managing Director, America’s Finance, GE Capital Olga Tsokova, SVP, Chief Accounting Officer, First Republic Bank Adrian Bracy, Chief Executive Officer, YWCA Metro, Former Chief Financial Officer, St. Louis Rams and Arizona Cardinals Matt Beamish, VP, Corporate Controller, Coca-Cola Bottling Co. Consolidated Doug Weiner, Senior Counsel, Cyber Security, Hewlett Packard Enterprises David Muhlestein, PhD, JD, VP, Research, Leavitt Partners FRESH THINKING – STIMULATING INTERACTIONS – DYNAMIC PARTNERSHIPS www.marcusevans.com / page 1 summits Join the marcus evans social network May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL summit program Keynote Presentation Principles-Based Financial Leadership Dominic J. Caruso, EVP and Chief Financial Officer, Johnson & Johnson Today’s CFOs must demonstrate strong leadership skills beyond financial competence. They must be excellent business leaders, meeting evolving market demands with agility, while also delivering on the company’s financial commitments. Leading from a foundation of clear principles can help CFOs ensure the success of their finance organizations, as well as their company. In this session, Mr. Caruso will discuss how CFOs can: • Clearly articulate strong company values • Build fundamental pillars that achieve and maintain financial health • Empower, inspire and develop employees Keynote Presentation The Biggest Mistake I Ever Made Marc Thompson, Former Managing Director, Americas Finance, GE Capital “Culture eats strategy for breakfast.” As business people, we have all heard and know these iconic words from Peter Drucker. But do we apply it to our own departments? Or is performance the only thing that we give merit to? In this TedTalk-style session, Marc Thompson will deliver a powerful message on leadership and share the story of the most important lesson he has learned over his 30 year career. the summit program key topics The primary objective of the CFO Summit XXXII is to explore the key aspects and issues related to financial best practices and their application as business drivers for innovation and growth. The Summit’s program topics have been pinpointed and validated by senior executives from the financial community as the top critical issues they face. Key issues for 2017 include: Why Innovation Should Be Every CFO’s Top Priority – Defining and measuring value creation Finance Transformation – Planning, execution and change management strategies for success Cyber Security – Preparation, new threats and lessons learned from recent data breaches Capitalizing on the New Regulatory Environment – What’s next for the ACA, Dodd Frank and how CFOs can make the most of Trump administration policy Keynote Panel Discussion Financial Leadership through Uncertainty – Parallels from the Business of Professional Sports Adrian Bracy, Chief Executive Officer, YWCA Metro, Former Chief Financial Officer, St. Louis Rams and Arizona Cardinals Jennifer Cabalquinto, EVP and Chief Financial Officer, Golden State Warriors Jonathan Mariner, EVP and Chief Financial Officer, Major League Baseball (2002-2016) Steve Poppen, EVP and Chief Financial Officer, Minnesota Vikings Resource Deployment with a Purpose – Driving growth through strategic financial planning Keynote Presentation The Strategic CFO: Managing the Present while Co-Creating the Future Tammy Romo, EVP and Chief Financial Officer, Southwest Airlines In today’s business environment, CFOs are becoming more involved with the overall business and strategy. Once able to rely solely on technical and functional proficiencies, finance executives now must step away from their balance sheets and embrace their position as a business partner and operational leader. Tammy Romo has spent over 30 years at Southwest Airlines. In this session, she will share her insights and experiences leading the company, and how she balances financial discipline with innovation, culture and branding. • Developing innovative strategies to remain profitable in today’s economy • Building active relationships with other members of management • Expanding your leadership skills to increase your capacity as a trusted advisor Risk Rationalization – Finding the balance between innovation and financial discipline Putting Finance in the Driver’s Seat of the Digital Disruption – Exploring the big data opportunity for CFOs The Strategic CFO – Managing the present while co-creating the future Navigating M&A – Overcoming administrative, regulatory and operational challenges to integration Bridging the Talent Gap – Recruiting and developing the millennial generation of finance leaders For first-hand delegate experiences, click here to watch Presentation Strategic Leadership – How CFOs Can Help Generate Organic Revenue Growth Grant Fitz, EVP and Chief Financial Officer, Valassis www.cfosummits.com / page 2 summits Join the marcus evans social network May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL Presentation Building a True CFO Organization – Change Management Strategies for Finance Transformation Zachary Wasserman, SVP and Chief Financial Officer – North America, VISA In today’s competitive market, organizations are going through massive finance transformations. For some, these changes are taking place within a specific function, but many companies are carrying out complete departmental overhauls. Successfully making this transformation requires building a team and ultimately redefining finance’s role within the business. Zach Wasserman joined VISA in 2016 with the goal of building out a world class CFO organization for the company. In order to execute such a massive task, VISA underwent a comprehensive talent review, restructuring of how the department works to support the business, and a crossfunctional realignment of leadership. Join us as Zach Wasserman provides insight from VISA’s finance transformation journey and the challenges faced along the way. Presentation Putting Finance in the Driver’s Seat of the Digital Disruption Dori Abendschein, SVP, Chief Financial Officer – North America, Schneider Electric Digital maturity and an operating model that contemplates the current disruptive landscape of technology are directly linked to improved business performance and achieving cost efficiencies. CFOs need to understand, and even embrace, the opportunities that new technologies and approaches present, without getting caught in the “hype.” Cloud, BPaaS, Analytics, Customer Experience, Process Automation and so many other leading topics are all part of the current buzz – but how do you really dispel the myths and leverage the power of these solutions? This session will explore the kind of initiatives that Financial Leaders need to support and the required investments or cost offsets that are often required as part of the equation. Presentation Bridging the Talent Gap – Strategies for the Recruitment, Development and Retention of Millennials Olga Tsokova, SVP, Chief Accounting Officer, First Republic Bank In today’s marketplace, the only sustainable competitive advantage that matters is talent. Finance departments have particularly struggled in recent years with the recruitment, development and retention of talent from the newest generation of the workforce. Failure to attract, develop and retain the best talent is a leading cause of market share loss and sharp declines in competitiveness. Finance leaders can no longer avoid developing new strategies to cater to this group. This session will delve into: • Identifying key themes to help you lead effectively in the new environment • Successfully navigating workforce changes – understanding what matters to millennials • Effective internal and external strategies to address workforce development challenges • Tracking competencies and skills of a younger and newer workforce Presentation Transforming the Finance Function – What it Takes to Get it Right Sharon Virag, Chief Accounting Officer and VP, Finance, Aetna Inc. As pressure to provide more support to the business continues to increase, finance departments across the globe are undergoing massive transformations. However, with as high as 75 percent of such transformations failing, it is critical that CFOs identify the characteristics of a successful transformations and develop a comprehensive strategy as they begin these projects. Transforming a function requires making difficult choices with regard to the activities finance will invest in and which it will stop. What activities create value and drive business growth? Beyond technical acumen, what skill sets are required for a finance department that is a strategic partner for the business? In this session, hear from one organization on their finance transformation journey, the challenges faced and lessons learned on what it takes to be among the small class of companies that get it right. Presentation Policy Update – Exploring the Future of US Health Care and the Implications for Business Leaders David Muhlestein, PhD, JD, VP, Research, Leavitt Partners Health care is once again at the center of today’s political agenda. But concurrent to the discussion of the future of the Affordable Care Act (Obamacare), the government is rolling out major bipartisan legislation (MACRA) that fundamentally changes how physicians are paid through Medicare. What does all of these mean for employers? Where does the repeal of the ACA stand? This session will provide an overview of the current healthcare landscape and what the implications are for business leaders. Dual Presentation Cyber Security Challenges and Perspectives Elizabeth Joyce, Deputy Chief Information Security Officer, Hewlett Packard Enterprises Doug Weiner, Senior Counsel, Cyber Security, Hewlett Packard Enterprises There is no question that cyber threats and breaches will continue to increase. The result is a compromise of confidential information, disruption of business functions, impact to the brand and, of course, liability. The legal department has an important role in the governance and oversight of cyber security with an eye toward reducing liability. This session will introduce and discuss strategies CFOs and legal officers should be executing. • Creating a team effort: C-Suite, Legal, IT, business units and HR working together to address cyber security • A global perspective on regulatory activity taking into account that technology is moving faster than the law • Advising on cyber risk and challenges beyond data breaches • Incident response and implications from using intrusive security monitoring technology to identify threat actor tactics, tools and techniques www.cfosummits.com / page 3 summits Join the marcus evans social network May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL Dual Presentation Managing Explosive Growth in a 115 Year Old Company: Geographical, Cultural and Financial Matt Beamish, VP, Corporate Controller, Coca-Cola Bottling Co. Consolidated Jody Billiard, SVP, Chief Accounting Officer, Coca-Cola Bottling Co. Consolidated Over the last three years, Coca-Cola Bottling Co. Consolidated, a company established in 1902, doubled its revenue to $3.2 billion via a series of acquisitions. In order to ensure the anticipated returns of these acquisitions are realized, the finance team has been thrust to the forefront of an execution-centric organization. As such, the finance function must be an even more efficient provider of information to enhance management’s operational and capital allocation decision making. To accomplish this, Coke Consolidated has had to introduce organizational design changes, new technology and significant process enhancement to improve the efficiency and effectiveness of the financial reporting and general ledger close. In this session, Coke Consolidated executives will share their insights and experiences on how you might transform your finance department to enhance decision making and improve business performance. Interactive Roundtable Discussion M&A Execution – Maintaining Stability in the Midst of Integration Alberto Fornaro, EVP and Chief Financial Officer, IGT Mergers and acquisitions have the ability to quickly increase market presence, assets and income, but pose challenges if not managed properly. It is critical that companies establishing the proper infrastructure to simultaneously keep the acquired business performing and integrate at the same time; where stability triumphs speed and cost savings and vice versa. This session will explore the challenges of navigating a merger and key infrastructure and financial planning requirements for a smooth transition. Panel Discussion Damage Control – Response and Recovery Lessons Learned from Data-Breach Survivors Craig Logan, SVP, Corporate Finance, Procurement & Business Services, Sony Electronics Additional Panelists TBD From system repairs, to legal costs and brand reputation – cyber attacks can be financially detrimental to an organization. While preventing a breach in the first place is ideal, history shows that no set of security measures is completely infallible. How do you minimize exposure after a breach occurs? It is critical that executives develop a plan of action for disaster recovery. This panel will bring together a group of executives who have helped lead their companies out from the wreckage of a major security breach. Representing a multitude of industries, panelists will share their experiences, reflect on mistakes made, and lessons learned in the long run that you can take back to your company. • What I wish I knew before, during and after a breach • Rebuilding trust and company reputation with customers • Steps CFOs and GCs can take today to minimize post-breach financial costs Interactive Roundtable Discussion Re-wire: A Radical Approach to Tackling Diversity and Difference Jennifer Cabalquinto, EVP and Chief Financial Officer, Golden State Warriors The issue of difference sits at the core of many of the world’s crises. Large corporations today are a microcosm of the globalized world we inhabit, and hold significant power in shaping our societies and ideas. Despite decades of work in diversity and inclusion, little progress has been made because current approaches focus on specific contexts, short-term results and commercial returns, rather than taking into account what we know about human behavior and addressing the social and economic cultures in which we operate. In order to achieve sustainable, positive change, we need to focus on how to create a culture of openness, empathy and inclusion – which in turn enables corporate strategy and drives innovation. Presentation Recipe for Success: Finding the Balance between Innovation and Financial Discipline As Finance professionals, we love things we can measure and control. Innovation is hard to measure and control. It’s risky, uncertain and often involves change. We do not have good tools to evaluate innovation and those we do have can bias us towards investing in projects that are more predictable and closer to launch. However, survival in today’s market is dependent on a company’s ability to adapt and find new ways to drive future growth. Innovation must be a top priority. Thus, it is critical that financial leaders establish a means of measuring success of what seems to be an intangible variable. This session will delve into • Why a culture of innovation should begin and end with the CFO • Defining and measuring “value creation” within your organization • Resource allocation and investments by purpose • Taking calculated risks – creating a fail fast, fail cheap mentality Presentation CFO-CIO Partnerships: Bridging the Gap between ROI and Technology Costs CFOs can no longer rely on old tools and the traditional return on capital, return on investment, payback period, and all the measures that CFOs are so familiar with. Rather, financial leaders must constantly be looking at their business model to derive ways it can constantly be adapted and how you can finance that evolution. The relationship between the CFO and CIO has become crucial to maintaining company vitality and enabling innovation. However, more often than not, technology and finance leaders are at odds. CFOs and CIOs must build a close relationship to ensure the necessary and proper investments are made. In this session, hear from a CFO and a CIO on how their relationship has evolving in the digital age and how they have been able to work together to ensure necessary, yet sustainable investments are made: • Leveraging analytics to control costs and generate new revenue • Ensuring IT Investments Produce Business Value • Identifying strategies to guide strategic decision making and minimize negative impacts www.cfosummits.com / page 4 summits Join the marcus evans social network May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL the executive delegation The CFO Summit XXXII delegates will include CFOs, SVPs and VPs of Accounting, Finance and Treasury and are carefully screened and selected according to the following criteria: • Scope of Responsibility • Sign-off Authority • Company Revenue • Interest in Purchasing Products and Services sample delegate schedule Each attendee at the CFO Summit XXXII receives a personalized itinerary based on their priority selections of conference sessions, business meetings and special networking events. Below is a sample of a personalized attendee schedule. day 1 CFO Summit XXXII solution provider companies To ensure the success of the CFO Summit XXXII, marcus evans is pleased to partner with an exclusive number of leading companies that can provide valuable solutions and expertise to the attending senior-level decision-makers. Our summit model is strongly based on our ability to acquire the most innovative and cutting edge industry suppliers of key solutions and services for direct delivery to the delegation and their forward thinking corporations interested in staying ahead of the market. The number of companies in each product or service category is strictly limited to ensure an appropriate overall balance. These meetings provide a forum for dialogue and information sharing, on organizational concerns and appropriate, corresponding solutions. CFO Summit XXXII solution provider product and service categories Account Reconciliation Advanced Planning & Optimization Budgeting & Forecasting Solutions Business Applications Business Performance/Process Management Business Process Outsourcing Capital Markets Advisory Corporate & Electronic Payment Systems Corporate Strategy Consulting Corporate Travel & Expense Management Credit & Collections Scoring Debt Recovery & Collection Services Derivatives/Swaps/Hedge Accounting Document Management Solutions Dynamic Discounting/Supply Chain Financing eInvoicing Employee Mobility Services Corporate Benefits & Executive Compensation Expense Management Solutions Facilities Management Finance & Accounting Outsourcing Finance Consulting & Advisory Fleet & Fuel Management GRC Solutions Insurance & Risk Management Investor Relations M&A Advisory Non-Salary Cost Reduction Organizational Change Management P2P Automation Recovery Audit Risk Management Solutions SEC Reporting Strategic Sourcing & Procurement Solutions Supply Chain Management & Logistics Tax, Accounting & Auditing Services Tax Incentives Transaction Advisory Treasury & Cash Management Working Capital Optimization 11:00 – 01:00 pm Event Registration 01:00 – 01:15 pm Chairperson Opening Remarks 01:15 – 02:00 pm Opening Keynote Presentation 02:00 – 02:45 pm Conference Presentation 02:45 – 03:30 pm Conference Presentation 03:30 – 05:30 pm Business Meetings 05:30 – 06:30 pm Keynote Presentation 06:30 – 07:30 pm Welcome Cocktails 07:30 – 10:00 pm Networking Dinner day 2 07:00 – 08:00 am Networking Breakfast 08:00 – 09:00 am Keynote Presentation 09:00 – 11:00 am Business Meetings 11:00 – 11:15 am Networking Break 11:15 – 12:00 pm Conference Presentation 12:00 – 12:45 pm Conference Presentation 12:45 – 02:00 pm Networking Luncheon 02:00 – 03:00 pm Conference Panel Discussion 03:00 – 05:00 pm Business Meetings 05:00 – 05:45 pm Conference Presentation 05:45 – 06:30 pm Conference Presentation 06:30 – 07:00 pm Free Time 07:00 – 09:00 pm Networking Reception day 3 07:00 – 08:00 am Networking Breakfast 08:00 – 09:00 am Conference Presentation 09:00 – 10:30 am Business Meetings 10:30 – 11:15 am Conference Presentation 11:15 – 12:00 pm Closing Keynote Presentation 12:00 – 01:00 pm Networking Luncheon www.cfosummits.com / page 5 summits Join the marcus evans social network May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL what makes the CFO XXXII Summit different • A strictly invitation-only event; selection of delegates according to criteria such as scope of responsibility and size of company • Restricted number of delegates in order to facilitate successful networking opportunities • Personalized summit and meeting schedule to suit individual requirements and provide an efficient use of time • Keynote presentations, case studies and interactive sessions by world-class industry experts and pioneers • A relaxed but professional business environment, in which to explore new ideas, strategies and technical developments with industry colleagues, experts and peers • Access to the secured summit website, providing information on other delegates and each solution provider prior to the event • Individual pre-arranged one-on-one business meetings with senior representatives from key industry solution providers • An invitation which covers two nights’ accommodation, all Summit materials, meals and leisure activities during the Summit • An opportunity to relax and enjoy the superb facilities at the prestigious JW Marriott, Grande Lakes the venue secured summit website the organizers • Summit session overviews allow delegates to choose from a selection of summit and interactive sessions to best suit their business needs • Presenter biographies determine which presenters are most likely to assist in benchmarking and improving initiatives • Profiles of attending solution providers, offer relevant information to enable delegates to plan their personal event schedule • Inform delegates of social activities taking place at the event • Post-event summit documentation provides complete documentation of all executive presentations immediately after the Summit The marcus evans group has over 30 years experience in the production of premium business events. Known globally for our unwavering dedication to quality and excellence, we aid our clients in achieving their strategic goals by providing market leading business intelligence otherwise inaccessible to them. CPE Accreditation marcus evans is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org This course carries a program level of intermediate requiring a minimum pre-requisite of one year as an active practicing licensee. There is no advance preparation necessary for this Group Live activity and should it be completed in entirety attendees will be eligible for 11 CPE credits in the Finance field of study. The JW Marriott Orlando, Grande Lakes is situated on 500 meticulously manicured acres. Enjoy a memorable meal at one of our seven renowned restaurants serving everything from upscale Italian to authentic sushi to farm-totable American cuisine. Play a challenging round of golf on our beautiful 18-hole course, or indulge in a massage or facial at our awardwinning three-story spa. Gather with friends or colleagues in one of our 46 sophisticated event venues, then retreat to luxurious guest rooms boasting plush bedding, LCD TVs, elegant marble bathrooms and inspiring views of the lush Florida scenery. Enjoy an unforgettable stay at JW Marriott Orlando, Grande Lakes. www.marriott.com/hotels/travel/mcojwjw-marriott-orlando-grande-lakes At marcus evans, we craft products that empower our clients to drive organizational growth and achieve effective decision-making. Our clients’ focus on continuous improvement creates a strong basis for an ongoing dialogue, allowing us to evolve our abilities to address their needs successfully. Developing major sector-focused business events, marcus evans provides unique networking opportunities across diverse industries and professions. We aim to meet all of your strategic information requirements through premium products delivered through a variety of media. We consider innovation to be vital. Our extensive proprietary analysis of our clients’ business needs enables us to equip you with the tools you need for future success. www.cfosummits.com / page 6 summits Join the marcus evans social network May 11-13, 2017 | JW Marriott Grande Lakes | Orlando, FL a selection of attendees from previous marcus evans CFO summits VP, Finance Transformation AIG SVP & CFO Just Born Inc testimonials SVP & CFO Anthem SVP, CFO K-VA-T-Food Stores Inc. marcus evans summits are the highestvalued business events that I attend. Definitely an investment in your future success. VP, Financial Planning & Analysis Apollo Education Group Inc CFO Merge Healthcare - an IBM Company Finance Director & Controller - WFSI Archer Daniels Midland Company Regional CFO North America Newmont Mining Corporate Controller California Dairies Inc. CFO POET CFO Celestar Holdings Corporation Regional VP of Finance & CFO - Latin America Regus CFO & Treasurer Clarke Power Services Inc VP - Finance Rent-A-Center Inc. Senior Director, Financial Planning & Analysis Coca-Cola Bottling Co. Consolidated SVP, Finance & Corporate Treasurer Schwan Food Company SVP - Corporate Controller Costco Wholesale VP, Finance - NA Diebold Incorporated EVP, Finance EFA SVP, Finance and Inventory FullBeauty Brands Vice President of Finance Goya Foods Inc. VP, Finance Integration Hanesbrands Inc CFO & CAO HRG Group CFO Isolux Corsan LLC CFO Johnson & Johnson Innovation CFO Services Group of America VP & CFO Siemens Division Energy Management Senior VP and CFO Sonoco VP, Finance South University VP, Finance Southern Wine & Spirits of America Inc. CFO Sperian Energy SVP & CFO Texas Mutual Insurance Co. SVP Finance The Leukemia & Lymphoma Society CFO Xerox Technology SVP, Finance, Bank of America Exceptional event! Each session had a qualified subject matter for speaker and materials were consistently impactful. The breadth and relevance of topics was spot on. Senior Vice President, MGM Resorts International Worthwhile time spent. Excellent speakers, great moderator and well planned program. CFO, Fabrinet Well organized, relevant theme, with a diverse and interesting mix of attendees. CFO, Johnson & Johnson Innovation Very impressive summit! High caliber presentations, great networking, superior content and nice Location. CFO, Clarke Power Services The event provided me with new perspectives to common issues CFOs struggle with. It gave me new ideas on how to approach existing problems. The presenters were knowledgeable engaging and charismatic. Integration CFO, IBM Great overall experience, Solid content meaningful presentations and non invasive way to understand service providers. VP, Finance, Rent-A-Center First class in every aspect. It is a great opportunity to network with executives of a variety of companies and discuss common problems/opportunities. SVP & Corporate Controller, Costco Wholesale www.cfosummits.com / page 7 summits Join the marcus evans social network
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