The CFO as Chief Future Officer - October 19th & 20th, 2015 - Conrad Hotel - New York
October 19th & 20th, 2015 | Conrad Hotel, New York
 

Conference Agenda

Thank you, attendees, speakers & sponsors

Looking for presentations? The speakers want to hear from you. Contact them directly via LinkedIn to request session slides or notes. Contact us via events@proformative.com if you would like introductions to specific speakers.

Information about the Monday workshops is below.

TUESDAY, OCTOBER 20, 2015

The main conference highlighted three educational tracks which focused on the best practices to assist the senior level executive manage and be successful in the evolving role of strategic leadership in Finance. Each breakout session included a case study and a practitioner speaker, subject matter expert or both.

Breakout Tracks: leadership iconLeadership strategy iconStrategy technology innovation iconTechnology & Innovation

7:30 AM Registration
Breakfast & Expo Open
9:00 AM — 9:50 AM Opening & Keynote Speaker
CFO as Chief Future Officer: Leadership, Strategy and Innovation
9:50 AM — 10:15 AM Break
10:15 AM — 11:05 AM leadership icon5 Questions Every CFO Should Expect from the CEO strategy iconStop Leaving Money on the Table: Raising the Bar on Financial Management in Services techology iconCFO Technology Imperative: Unleash Modern Finance and Unlock New Business
11:05 AM — 11:30 AM Networking & Expo
11:30 AM — 12:20 PM leadership iconLeadership By The Numbers techology iconThe CFO as Chief Information Officer: Capturing, Protecting and Monetizing the Right Data techology iconStill Have Questions About the Cloud?
12:20 PM — 1:30 PM Lunch, Expo Open
1:30 PM — 2:20 PM leadership icon10 Skills that Differentiate Top Financial Leaders: What the CEO and Board Want in a CFO strategy iconThe Framework & Benchmarks for Driving ARR techology iconAdvanced FP&A: An Easy Case to Make but a Difficult Vision to Realize
2:20 PM — 2:35 PM Break
2:35 PM — 3:25 PM leadership iconClosing the Gap Between Finance and Operations: Next Generation Planning and Analytics strategy iconLeading Operational Excellence with Key Performance Indicators as the CFO techology iconCFOs as Innovation Champions
3:25 PM — 4:00 PM Networking & Expo
4:00 PM — 4:50 PM leadership iconDriving Transformational Change from the Office of the CFO strategy iconHigh Performance Risk Management that Drives Value strategy iconThe CFO as Chief Communications Officer: Creating a Common Language Throughout Your Enterprise
4:50 PM — 5:10 PM Break
5:10 PM — 6:00 PM CFO Panel: Chief Future Officer: Defining and Delivering the Future of Your Company & Awards Presentation
6:00 PM — 7:00 PM Closing Reception
7:00 PM Expo Closes


Keynote - Tuesday, October 20, 2015

CFO as Chief Future Officer: Leadership, Strategy and Innovation – 9:00 AM — 9:50 AM
Mike Dinsdale, CFO, DocuSign

Mike Dinsdale, Chief Growth Officer and former CFO, DocuSign Inc.

We joined Mike as he discussed his vision of the Chief Future Officer. Mike’s long history as CFO at cutting-edge companies has provided him with a glimpse of the future for finance leaders, and it’s about far more than reporting the numbers. It’s about truly understanding every major facet of the business and adding direct value as only finance can — by helping other see into and beyond the numbers.

This new world view means understanding all of the “levers” at your company and what impact each move makes. Whether it’s being a proponent of growth, a driver of M&A, or the catalyst for change at the company, the Chief Future Officer gets their numbers right and reported as ante, then the fun — and real value — starts.

Mike drew from his real world experience and from leading thinking in the finance function and beyond to help attendees grasp that future and understand how they can best fulfill that CFO role.

CFO Panel Discussion - Tuesday, October 20, 2015

Chief Future Officer: Defining and Delivering the Future of Your Company – 5:10 PM — 6:00 PM

Leadership is the capacity to translate vision into reality. The CFO needs to own the role of Chief Future Officer in defining the vision and creating the reality for what their company is and needs to become, to deliver long term shareholder value. We joined Pierre-Alain Sur, U.S. Technology Industry Leader, PwC as he lead our closing general session. Pierre moderated a town hall discussion of a distinguished panel of CFOs that focused on what it takes for a CFO to effectively engage company leaders across the enterprise, and how to own company growth, information technology, information management, and risk management strategies.

Speakers: MODERATOR - Pierre-Alain Sur, U.S. Technology Industry Leader, PwC, Mike Dinsdale, Chief Growth Officer and former CFO, DocuSign Inc., George Barrios, Chief Strategy & Financial Officer of WWE, Inc., Steven Storch, Former CFO, Reservoir Media Management, Inc., and Randall Bolten, CEO, Lucidity



MONDAY, OCTOBER 19, 2015

Three pre-conference workshop sessions focused on best practices in key areas that impact the bottom line and shareholder value. Each workshop session included a practitioner subject matter expert discussing roadmaps, plans, checklists, implementation strategies and best practices within their field of knowledge.

Workshop Tracks: leadership icon
Leadership
strategy icon
Strategy
technology innovation icon
Technology & Innovation

9:30 AM Registration Opens
10:30 AM — 12:00 PM leadership iconLeadership Session 1 Finance Transformation: Essential Elements for Driving Success strategy iconStrategy Session 1: Business Partnering and Integrated Finance Transformation technology innovation iconTechnology & Innovation Session 1: Making the Business Case for Software Investments
12:00 PM — 1:00 PM Brown Bag Lunch Provided
1:00 PM — 2:30 PM leadership iconLeadership Session 2: Finance Transformation: Essential Elements for Driving Success strategy iconStrategy Session 2: Business Partnering and Integrated Finance Transformation technology innovation iconTechnology & Innovation Session 2: Making the Business Case for Software Investments
2:30 PM — 3:00 PM Break & Networking
3:00 PM — 4:30 PM leadership iconLeadership Session 3: Finance Transformation: Essential Elements for Driving Success strategy iconStrategy Session 3: Business Partnering and Integrated Finance Transformation technology innovation iconTechnology & Innovation Session 3: Making the Business Case for Software Investments
4:30 PM — 6:00 PM Break & Networking
6:00 PM — 8:00 PM Welcome Reception & Registration

There are three workshop topics. Each is presented three times, from 10:30 AM to 12:00 PM, 1:00 PM to 2:30 PM and 3:00 PM to 4:30 PM.

Leadership: Finance Transformation: Essential Elements for Driving Success – 10:30 AM to 12:00 PM, 1:00 PM to 2:30 PM and 3:00 PM to 4:30 PM

Large corporate finance teams have worked hard in recent years to standardize their processes and cut the costs of transaction-oriented business services. Beyond that, leading CFOs have developed and communicated game-plans for evolving finance’s multiple roles and responsibilities, from business analyst and strategic risk manager to steward of control and integrity. Workshop attendees gained a view of quantitative metrics CFOs can use to kick off a finance transformation project, whether large or small. Attendees also learned how those metrics can go hand-in-hand with the implementation of sound process management practices that set the leading finance teams apart. These perspectives will derive from APQC’s Open Standards Benchmarking database and case study research.

Speakers: Mary Driscoll, Senior Research Fellow, APQC and Jeff Wuest, President & CEO, SynFiny Advisors

Strategy: Business Partnering and Integrated Finance Transformation – 10:30 AM to 12:00 PM, 1:00 PM to 2:30 PM and 3:00 PM to 4:30 PM

CFOs and finance leadership have historically spearheaded internally focused initiatives such as shared services, outsourcing, process improvement, and process automation. But in today’s unpredictable environment, a sole-focus on the internal finance function and operating costs is not enough. To be truly successful, finance leaders must evolve a vision beyond the finance function to identify value across the broader enterprise, providing insights that help the rest of the organization improve performance and manage risk. This workshop focused on how CFOs and finance leaders are continuing to evolve and transform their organizations and how they are creating greater value not only within the walls of finance but across the business through comprehensive transformation programs that increasingly focus on creating the “Intelligent Enterprise” by managing a key asset called data. We discussed why finance is uniquely positioned to lead this effort and will review key concepts such as “Business Partnering” and “Integrated Finance Transformation”.

Speaker: Tony Bevacqua, Principal, KPMG

Technology: Making the Business Case for Software Investments – 10:30 AM to 12:00 PM, 1:00 PM to 2:30 PM and 3:00 PM to 4:30 PM

When it comes to making a business case for software investments, many people focus solely on assembling bullet-proof numbers in a spreadsheet. They fail to recognize that the numbers are just one part of what amounts to an internal sales and marketing effort that they must perform well to be successful. Making a successful business case requires an understanding of the audience’s perspective and motivations, creating awareness of the issues and their seriousness and enlisting executive sponsors. Unfortunately, many important finance department software initiatives founder because proponents have not covered these basics. This session covered the marketing and sales aspects of building a business case for software investment, as well as preparing the business case itself.

Speaker: Robert D. Kugel, SVP & Research Director, Ventana Research