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INNOVATION & CONNECTION ONLINE

Running November 1 to November 5, 2021

Register Now Exhibit Here



31

DAYS


16

HOURS


25

MINUTES


9

SECONDS

Hilla Sferruzza - EVP & CFO


31

DAYS


16

HOURS


25

MINUTES


9

SECONDS

Register Now Exhibit Here


THE POWER OF CONNECT CFO IS NOW AT YOUR FINGERTIPS


WE’VE HOSTED 100S OF IN-PERSON SUMMITS, BROUGHT TOGETHER COUNTLESS EXECUTIVES,
FACILITATED 10,000S OF NEWS PARTNERSHIPS, AND TRANSFORMED THE FINANCE LANDSCAPE.
NOW, WE’RE DOING IT ALL ONLINE.

 * The Best Solution Providers
   
   Meet one on one with the partners best suited to tackle your unprecedented
   challenges.

 * Over 30 Speakers
   
   Learn from the leaders driving Finance innovation in an ever- changing
   climate.

 * Exclusive Swag
   
   Since it isn’t quite safe to treat you to a high class hotel, enjoy some high
   class swag.


MEET ONE-ON-ONE WITH THE PARTNERS READY FOR YOUR NEW CHALLENGES

Using the same data- driven matching logic as our in-person events, we take the
legwork out of finding new partners. Meet directly with companies vetted
specifically for you to confidently tackle your challenges, within your budget
and time frame. There is a minimum of 6 meetings, and no maximum.


HEAR WHAT INDUSTRY LEADERS HAVE TO SAY ABOUT TODAY’S NEW COMPLEXITIES

KEY THEMES

 * Forward-Thinking Financial Leadership
 * Data-Driven Financial Strategy
 * Financial Trends, Innovation and Digital Transformation
 * Progressive Governance, Risk and Compliance
 * COVID-19 Business Continuity and Disaster Recovery
 * Financial Talent and Teams for the Future
 * Financial Performance and Profitable Growth


Valerie Colgrove

CFO-OREGON/IDAHO

Bob Kolodgy

EVP & CFO

Dhiraj Cherian

CFO

Michael Peckham

EXECUTIVE OFFICER AND ACTING CFO-PROGRAM SUPPORT CENTER

Victor Barnes

SVP OF CONNECTED PLANNING

Darryl Baker

CFO

Thomas Tuchscherer

CFO

Hilla Sferruzza

EVP & CFO

Imad Mouchayleh

DIRECTOR OF FINANCIAL INTERNAL CONTROL ADVISORY SERVICES

Deniz Johnson

COO, PROFESSOR

Teddy Collins

SR. DIRECTOR-CORPORATE FINANCE & IR

Jeff Belden

VP FINANCE & ACCOUNTING

Nicole Pickett

TREASURER

Ashok Manthena

PRODUCT MANAGER

Will Miller

EXECUTIVE DIRECTOR OF INSTITUTIONAL ANALYTICS, EFFECTIVENESS, & STRATEGIC
PLANNING

Anthony Frank

SVP-FINANCE

Alonso Ramos

CFO-US OPERATIONS

Ron Skillens

CHIEF COMPLIANCE & PRIVACY OFFICER

Sandra Clarke

CFO

John Tunison

CFO

Matt Poleski

REGIONAL CFO & FINANCE DIRECTOR

Pam Brown

HR DIRECTOR

Peter McKenzie

CFO

Bona Allen

SVP & CFO

Amanda Stone

CONSTRUCTION FP&A SOFTWARE SPECIALIST

Hari Candadai

GVP, THOUGHT LEADERSHIP & RESEARCH

Caroline Drumm

MARKETING SPECIALIST

Mike Puryear

REGIONAL VP OF SALES

Tami Dillingham

REGIONAL VP EAST REGION

Lou LoBosco

SVP FINANICAL CRIMES RISK MANAGEMENT


Load More


REWARD YOURSELF WITH THE PERKS OF THE JOB

The challenge of digital is no exotic location, no 5-star dining, and no face
time. But we do have a quite brilliant system to reward you with SWAG. Take all
6 solution provider meetings and we’ll thank you generously. Climbing the ranks
is hard; you’re well-deserving of an exceptional experience, no matter the
limitations.


THE CONNECT CFO VIRTUAL SUMMIT SCHEDULE



Watch it when it’s released, or later on demand. Your experience is up to you.

If you’re interested in speaking, check out our Speaker Brochure or click here
to apply.






NOVEMBER 1


NOVEMBER 2


NOVEMBER 3


NOVEMBER 4


NOVEMBER 5



 * -
   
   
   APPLYING EMERGING TECHNOLOGIES TO REALIZE PROCESS IMPROVEMENT
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   The application of AI is probably the hottest topic within the finance
   industry lately. With the increased risk of fraud and a greater demand for
   hyper-digitization due to the pandemic, fintech has exploded across several
   areas of opportunity. CFOs are now tasked with evaluating massive amounts of
   data, directing that data towards action, and making sure it’s the right
   direction for the company’s bottom line. Implementing the most appropriate
   model based on the needs of the user can be overwhelming. Today we have
   Michael Peckham, Executive Officer and acting CFO of the Program Support
   Center from the US Department of Health and Human Services to explore which
   AI model should be reserved for various courses of action.
   
    * Explore where blockchain is best utilized and the security it provides for
      various financial models
    * Learn how RPA has impacted the efficiency of financial tasks and to what
      degree of certainty it needs to be maintained
    * Analyze how NLP is used in modern-day financial forecasting with both
      areas of opportunity and challenges the user may face
   
   
   
   Speakers:
   
   MICHAEL PECKHAM
   
   EXECUTIVE OFFICER AND ACTING CFO-PROGRAM SUPPORT CENTER

 * -
   
   
   FINANCE TALENT TSUNAMI
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The post-COVID era is starting and more and more people will be looking for
   new jobs at all levels of the organization. The reactivation of the economy
   brings new opportunities and the excitement to look for the big next step is
   on everyone’s mind. CFOs are staring at a situation in which they will have
   to face the departure of valuable employees but at the same time engage in
   the recruitment of many of those looking for a change. Executives should be
   ‘acting’ rather than ‘reacting’ during these changing times and come out of
   the storm even stronger. Many will look directly in the mirror and ask
   themselves if it is the right time to make a move. As the job market shakes,
   it is time to self-assess our individual motivations and evaluate personal
   motivations and objectives.
   
    * Master the survival of the incoming Finance Talent Tsunami
    * Turn a seemingly conspicuous challenge into an effervescent opportunity
    * Explore the appropriate timelines of letting go
   
   
   
   Speakers:
   
   ALONSO RAMOS
   
   CFO-US OPERATIONS

 * -
   
   
   PANDEMIC LEADERSHIP IN THE MIDST OF FINANCE
   
   COVID-19 BUSINESS CONTINUITY & DISASTER RECOVERY
   
   
   
   When the COVID-19 pandemic hit in early 2020, John Tunison, the CFO of
   Trussway LLC, the largest manufacturer of wooden trusses and building
   components for the multifamily construction industry in the US, found himself
   stepping up to handle the company’s COVID response. In the space of less than
   a week, he was scrambling to do Financial Pandemic Leadership in the midst of
   COVID Finance. Learn how he tackled the challenges, what elements of his
   background helped, and what industry trends already underway contributed to
   success. Hear stories that illustrate some of the situations he faced. Find
   out his outlook for the future and thoughts on what practices and lessons
   learned during the pandemic are likely to stick around and which probably
   won’t.
   
    * Examine why CFOs being quasi-COOs is a real trend and why the momentum
      over the last decade likely accelerated as a result of the pandemic
    * Learn how stepping up to handle a non-financial crisis can be a good lens
      to (self-) assess a CFO’s overall ability to be effective across any range
      of problems they may face in the future
    * Physical, functional, and authoritative lines are increasingly blurring,
      aided by the rapidity of business climate changes and technology adoption
      – seek the greater flexibility required, in general, to succeed and grow
      from these challenges
   
   
   
   Speakers:
   
   JOHN TUNISON
   
   CFO

 * -
   
   
   STOIC LEADERSHIP - BUILDING RESILIENCE IN DIFFICULT TIMES
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   This engaging, interactive and energetic keynote describes the techniques of
   Stoic Leadership and how Stoicism, a philosophy from the times of ancient
   Greece and Rome provides the solutions a leader needs to run a happy and
   productive team, no matter what external events are taking place. This
   session gives you and your team the mindset and practical tools to become
   productive, resilient, and engaged, tackling the most common problems a
   leader faces when leading a team.
   
    * Evaluate your own leadership style and values
    * Reduce stress and increase focus, both for you as a leader and for your
      team
    * Create a culture where respect and ethical behavior increase creativity
      and success
   
   
   
   Speakers:
   
   PETER MCKENZIE
   
   CFO

 * -
   
   
   MERGERS AND ACQUISITIONS: INTEGRATING WITH MY FAMILY
   
   FINANCIAL PERFORMANCE & PROFITABLE GROWTH
   
   +1 MORE
   
   Due Diligence for Mergers and Acquisitions is all about the numbers –
   assessing growth rates, margins, integration costs, and synergies to be
   realized. Once an acquisition is closed, what happens now? Matt Poleski,
   Gallagher Northeast Region CFO examines the top questions you face once an
   acquisition is closed: Should we integrate all faster all at once – or should
   we go slower making sure every project is implemented precisely? How should
   the acquiree prioritize integration projects versus running the day-to-day
   operations? What things can I take credit for as early wins? What key success
   factors should I measure? Who should I manage and identify the key
   stakeholders to measure change? How do I nail down roles responsibilities and
   relationships?
   
    * Pricing is about creating value for both seller and buyer – not about
      winning
    * The success of the acquisition is determined by a successful integration
      in an acceptable time frame
    * Anticipating setbacks will help overcome obstacles to a successful
      integration
   
   
   
   Speakers:
   
   MATT POLESKI
   
   REGIONAL CFO & FINANCE DIRECTOR
   
   PAM BROWN
   
   HR DIRECTOR

 * -
   
   
   FINANCIAL TRENDS, INNOVATION AND DIGITAL TRANSFORMATION
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   Hill Sferruzza joins us in this executive interview as the EVP & CFO of
   Meritage Homes-a large public homebuilder that operates across the US. When
   you break down how a single home or an entire subdivision is planned,
   everything has a price down to the nail. Obviously, this means there’s a
   large amount of data input that formats the cost of each structure being
   built. In this executive interview, Hilla will break down how modern digital
   transformation in relation to a large amount of incoming data helps to manage
   routine operations and the challenges associated with the transition.
   
    * Recognize areas of opportunity and areas of resistance in modern data
      integration and digital transformation
    * Prioritize digital transformation initiatives with specific goals in mind
    * Distinguish where digital innovation will have the best impact in both
      front and back-office operations
   
   
   
   Speakers:
   
   HILLA SFERRUZZA
   
   EVP & CFO

 * -
   
   
   THE GREAT EMPLOYEE TURNOVER IS COMING: HOW CFOS CAN HELP MITIGATE
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The post-pandemic job turnover experts predicted has arrived. With talent at
   a premium, what can companies and CFOs do to appeal to new and existing
   talent? Simplifying financial processes is now table stakes. CFOs need to be
   agile and respond to employees’ needs and think about the impacts from the
   pandemic. From enabling distributed/hybrid teams, to allow purchases to be
   made within policy, to even just giving employees a break-there is much to be
   done. CFOs need to put financial equity at the forefront of their
   organizations. Almost half of employees state that time taken to get expenses
   has left them with less money to spend on personal items. TripActions CFO,
   Thomas Tuchscherer, will break down how CFOs can rethink policies for the
   modern employee and the future of work.
   
    * Determine how to enable distributed teams’ purchasing needs in newly
      adopted models of hybrid work environments
    * Examine evolved reimbursement programs that will remove the burden of
      carrying costs from your employee’s personal expenses while creating
      better visibility for finance leaders through the use of corporate
      financing options
    * Empathize with the changing work environments and the new burdens your
      employees may have to navigate to stay on board
   
   
   
   Speakers:
   
   THOMAS TUCHSCHERER
   
   CFO

 * -
   
   
   2021 CFO SURVEY INSIGHTS FROM 1500 GLOBAL FINANCE LEADERS: CFOS ARE
   PRIORITIZING IT INVESTMENTS TO FUND THE DIGITAL ENTERPRISE
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   CFOs are transcending the finance function to becoming technology-savvy
   business leaders architecting their companies’ recovery and growth phases in
   2021 and beyond. A recent global survey, conducted by Dimensional Research
   and supported by Rimini Street, of over 1500 finance leaders reveals CFOs are
   leading the charge leveraging digital to spur business growth and drive
   transformation. This requires active partnering with the CIO to prioritize
   and invest in the right technologies, including artificial intelligence (AI)
   and machine learning (ML), automation, cloud, and analytics – determining the
   economic viability of each IT initiative and maximizing ROI.
   
    * Consider how CFOs are prioritizing IT investments
    * Acknowledge the architects of digital transformation
    * Recognize how to continue to drive growth and shareholder value
   
   
   
   Speakers:
   
   HARI CANDADAI
   
   GVP, THOUGHT LEADERSHIP & RESEARCH

 * -
   
   
   BUILDING EFFECTIVE DEFENSES AGAINST PAYMENT FRAUD
   
   PROGRESSIVE GOVERNANCE, RISK, & COMPLIANCE
   
   +1 MORE
   
   B2B payment fraud attacks are becoming even more widespread, yet many
   companies still aren’t prioritizing updating their security practices and
   technologies. Learn about the different types of attacks your business may
   face as well as tips to help tackle fraud and improve your business
   practices.
   
   
   
   Speakers:
   
   TAMI DILLINGHAM
   
   REGIONAL VP EAST REGION
   
   LOU LOBOSCO
   
   SVP FINANICAL CRIMES RISK MANAGEMENT

 * -
   
   
   A REIMAGINED HEALTHCARE SYSTEM THAT PUTS YOUR BUSINESS (AND EMPLOYEES) FIRST
   
   FINANCIAL PERFORMANCE & PROFITABLE GROWTH
   
   
   
   When choosing healthcare options as a business, many financial
   decision-makers stick with traditional healthcare benefits providers known by
   the organization or suggested by brokerages. Yet, according to a Maestro
   Health survey, 70% of Americans feel today’s healthcare system is difficult
   to navigate. This begs to question whether traditional healthcare benefits
   providers are offering the best options for people and businesses.
   
    * First, examine how and why our current healthcare systems operate in the
      way they do and how it has developed its current interdependence
    * Explore the cost inefficiencies and other factors that complicate the
      process-for both employer and employee
    * Recognize the reimagining of healthcare through last year’s pandemic
    * Learn how companies like Amazon, Google, and JPMorgan Chase & Co. are
      reinventing their healthcare costs
    * Consider modern healthcare options to adopt that lead to better
      affordability and fiscal flexibility
   
   
   
   Speakers:
   
   DARRYL BAKER
   
   CFO

 * -
   
   
   DIVERSITY IN FINANCE
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   Dhiraj Cherian, CFO of Panasonic Automotive joins us with a wealth of
   knowledge and experience leading teams and forecasts with his superior record
   of deliverability in the face of performance and profitability challenges. He
   oversees the growth within the American automotive industry as well as
   driving business and innovation abroad. Join us in this executive interview
   as Dhiraj illustrates how diversity in global markets, as well as in your
   team, can navigate various social constructs and drive long-term goals and
   key alliances throughout your business.
   
    * Characterize your definition of diversity and its importance within your
      team to affect strategic partnerships and alliances
    * Recognize the challenges unique to your role and within the finance
      industry
    * Adopt strategic adaptabilities to manage an inclusive working environment
    * Reconcile intolerant behaviors and navigate through disruption while
      remaining sensitive to various diversities
    * Learn how to manage various cultural norms in global operations that will
      contribute to your bottom line
   
   
   
   Speakers:
   
   DHIRAJ CHERIAN
   
   CFO

 * -
   
   
   IS THE ANNUAL PLAN DEAD?
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   In the wake of COVID-19, it became apparent that companies were not prepared
   for the unexpected – in this case, a global pandemic that threw existing
   business plans right out the window. As we saw last March, so much can change
   in a matter of days. When companies rely on siloed annual planning, reacting
   to unexpected changes can lead to wasted time and resources, which have
   serious financial implications. For CFOs especially, this has called into
   question the very idea of an annual business plan. Recent events have
   crystalized that you can’t create a plan, walk away, and revisit it a year
   later. It’s time to abandon the annual plan as we’ve known it – businesses
   must have built-in scenarios to pivot with greater agility to successfully
   negotiate accelerating change and disruption.
   
    * Identify the real-time levers that are going to help CFOs drive revenue
      performance, optimize costs, increase cash flow and liquidity, while
      mitigating risk
    * Evolve the annual plan to a nimble, data-driven planning process that
      includes multiple points of view and data so your company can quickly
      adapt to stay ahead despite change and disruption
    * Empower yourself to create clarity on “why” digital transformation is
      necessary to better the company as a whole and remain actively engaged for
      the journey
    * Shift away from static annual plans to managing scenarios in real time
    * Implement transformational changes to connect teams, systems, and insights
      that have the power to create new opportunity and drive performance
   
   
   
   Speakers:
   
   VICTOR BARNES
   
   SVP OF CONNECTED PLANNING

 * -
   
   
   EXTENDED PLANNING & ANALYSIS
   
   DATA-DRIVEN FINANCIAL STRATEGY
   
   
   
   Teddy Collins joins us from SeatGeek as the Senior Director of Corporate
   Finance and IR where he will discuss how the FP&A function is evolving to
   xP&A, along with the scope and responsibilities necessary to delve deeper
   into operations and strategy.
   
    * Investigate what the next generation of FP&A groups look like
    * Compare the future of FP&A from an org and system stack perspective
    * Explore the right time to “break up” with excel
   
   
   
   Speakers:
   
   TEDDY COLLINS
   
   SR. DIRECTOR-CORPORATE FINANCE & IR

 * -
   
   
   ACCOUNT PAYABLES CFO GOALS AND OBJECTIVES
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   In this presentation, we’ll be looking at the ways AP Automation is changing
   the CFO role and the top challenges finance leaders are facing. We will be
   helping CFOs identify what their priorities should be in the AP process and
   how to streamline their AP processes with some applicable solutions.
   
    * Recognize how automation is changing the CFO role and the challenges they
      face
    * Define your goals and objectives for your finance department that can be
      reached with the new technology offered
    * Learn how to use automation as the CFO’s top weapon for streamlining their
      systems
   
   
   
   Speakers:
   
   CAROLINE DRUMM
   
   MARKETING SPECIALIST

 * -
   
   
   MISSING: THE CFOS PLATFORM FOR WORKING CAPITAL MANAGEMENT
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   In a world where cash is king, the office of the CFO is glaringly missing
   technology focused on driving working capital and cash flow optimization. In
   this session, we will uncover the results from a survey focused on capturing
   CFO concerns around the COVID-19 pandemic and it’s fallout, and walk you
   through how CFOs are planning to choose, evaluate and deploy technology
   during this downturn by digitally transforming their tech stack into a more
   resilient platform focused on the end business goals of optimizing working
   capital and cash flow. Learn how you could restructure your finance tech
   stack to address rising pressures on cash.
   
    * A new framework for CFOs to explore technology adoption during the
      heightened pressures on working capital and cash optimization
    * Identify quick-win tech to deploy in 2021 across the finance function to
      secure outstanding receivables, reduce credit risk and reduce cash
      forecasting unpredictability
    * Case studies and ROI analysis models from successful Accounts Receivable
      and Treasury Management software projects
   
   
   
   Speakers:
   
   MIKE PURYEAR
   
   REGIONAL VP OF SALES

 * -
   
   
   FEMALE-FORWARD THINKING FINANCIAL LEADERSHIP
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   +2 MORE
   
   Please join us for an insightful and attentive panel discussion on
   female-forward financial leadership while discovering their methods for
   growth and success. Our industry leaders will discuss themes surrounding the
   finance industry, methods of navigating various cultural norms, as well as
   improving the financial landscape as we know it now.
   
   
   
   Speakers:
   
   VALERIE COLGROVE
   
   CFO-OREGON/IDAHO
   
   NICOLE PICKETT
   
   TREASURER
   
   DENIZ JOHNSON
   
   COO & PROFESSOR OF FINTECH & FINANCIAL INNOVATION

 * -
   
   
   DIGITAL TRANSFORMATION TO DRIVE TRANSPARENCY & COLLABORATION
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   Please join us in this executive interview with the VP of Finance and
   Accounting for CallOne, Jeff Belden, as we discuss some of the limitations
   the company faced when utilizing certain programs for financial modeling.
   Jeff will also discuss how cloud-based solutions help planning and reporting
   processes and how certain revenue planning models have been implemented to
   improve timely tasks and collaboration. Explore your own areas of opportunity
   after learning what Jeff has utilized to augment popular financial
   forecasting models and how his leadership style cultivated a new sense of
   ownership.
   
    * Further explore the time-consuming challenges that exist when implementing
      new digital transformation practices
    * Examine the feedback from Jeff’s team regarding the new digital
      implementations and how they contributed to improving collaboration
    * Take advantage of creating a better sense of ownership in regards to KPIs,
      forecasts, and revenue planning and observe how leadership reacted to the
      results
   
   
   
   Speakers:
   
   JEFF BELDEN
   
   VP FINANCE & ACCOUNTING

 * -
   
   
   SUPERCHARGING CFO OFFICE WITH ARTIFICIAL INTELLIGENCE
   
   DATA-DRIVEN FINANCIAL STRATEGY
   
   
   
   According to a recent poll, finance teams devote 80% of their time to
   business execution and 20% to business insights. Finance teams will benefit
   from A.I’s assistance in implementing a data-driven scientific approach to
   financial modeling and forecasting, which will increase efficiency, speed,
   and accuracy. Slower finance adoption has been attributed to absence of A.I
   enabled B.I tools, lack of standardization of finance use cases, as well as a
   lack of DS/ML skills inside finance teams.
   
    * Learn how A.I. in finance will give the organization a competitive
      advantage
    * Compare data science vss. machine learning route
    * Recognize the importance of in-house vs. outside consultants vs.
      self-serving AI platforms
    * Discover how A.I. adoption can be simple and affordable
    * Prioritize how the CFO can help with the A.I journey and where to begin
   
   
   
   Speakers:
   
   ASHOK MANTHENA
   
   PRODUCT MANAGER

 * -
   
   
   MAKE YOUR ERM APPROACH A SUCCESS
   
   PROGRESSIVE GOVERNANCE, RISK, & COMPLIANCE
   
   
   
   It is all in the maturity of our understanding of risk and not the tools we
   use, and monster lists of risks that will inevitably hinder the effectiveness
   and efficiency of any ERM process. In this session, we will explore how risk
   maturity would help the ERM approach, developed in excel, to produce a
   C-Suite risk heat map. It will provide detailed assessments to operational
   managers to pinpoint with incredible accuracy what they identify as strengths
   and weaknesses in their organizations and numerous systems of internal
   control.
   
    * See risk assessment from a different lense
    * Learn new ways to identify and assess risks
    * Find out how easy it is to distinguish between enterprise and operational
      risks
   
   
   
   Speakers:
   
   IMAD MOUCHAYLEH
   
   DIRECTOR OF FINANCIAL INTERNAL CONTROL ADVISORY SERVICES

 * -
   
   
   KNOW WHICH HAT YOU'RE WEARING: CREATING VALUE THROUGH DATA AND INNOVATION
   
   COVID-19 BUSINESS CONTINUITY & DISASTER RECOVERY
   
   
   
   Bob Kolodgy is a well-tenured executive at BCBSA, responsible for the vast
   majority of financial decision-making, overseeing financial planning and
   forecasts, as well as being the President and board chair of BCBS Venture
   Partners. In addition, he oversees Enterprise Information Technology and
   Security as well as the Project Management Office. Join us in this executive
   interview as Bob defines the key pillars of fiscal prosperity by creating
   value through data and innovation.
   
    * Learn how positions within and outside of your company can help curate
      your leadership style within the business
    * Explore what areas of focus can create the most impact in your company
    * Review BCBSA’s mobilization of agile innovations during the pandemic
    * Analyze the newest emerging data trends and the integrations in tech and
      healthcare
    * Interpret the attributes of the modern CFO and where the position is
      headed in the future
   
   
   
   Speakers:
   
   BOB KOLODGY
   
   EVP & CFO

 * -
   
   
   WHAT ALGORITHMS MISS: FROM INCREMENTAL GROWTH TO VISIONARY IDEAS
   
   DATA-DRIVEN FINANCIAL STRATEGY
   
   
   
   If every decision we ultimately reach is simply one iteration away from
   everything we’ve already experienced, consumed, or watched, how do we expand?
   How do we grow? More importantly, how do we possibly do the unexpected? We
   need to be cognizant of data and what it tells us while becoming more willing
   to stretch our limits. After all, failing to do so makes it impossible for us
   to be anything tomorrow that’s beyond a little different than today.
   Tomorrow’s problems may require solutions that go beyond the scope of answers
   available yesterday. We can only hope to address them by trying something no
   algorithm would predict.
   
    * Understand the power data holds in today’s society and the influence it
      has on individual decision-making
    * Determine ways to balance the desire for choice, the psychological impact
      for choice, and the dangers of simply doing what is predicted
    * Explore how capturing data to act on helps us move beyond algorithmic
      incrementalism
   
   
   
   Speakers:
   
   WILL MILLER
   
   EXECUTIVE DIRECTOR OF INSTITUTIONAL ANALYTICS, EFFECTIVENESS, & STRATEGIC
   PLANNING

 * -
   
   
   BRINGING SEXY BACK TO COMPLIANCE: EXECUTIVE RISK RESILIENCY IN UNCERTAIN
   TIMES
   
   PROGRESSIVE GOVERNANCE, RISK, & COMPLIANCE
   
   
   
   This presentation will discuss current and innovative methods for Executives
   to identify and report on significant risks to senior leadership and boards
   of directors. We examine a framework of a risk resilient organization to
   identify and discuss current emerging risks. We will review examples of
   effective reporting as well as examine approaches to have effective risk
   conversations with your executive team and board.
   
    * Discuss current and emerging risk trends and how to identify them
    * Examine proven risk management reporting processes that can be implemented
      in your organization
    * Learn creative executive presentation approaches to have high-impact risk
      discussions with the executive team and board
   
   
   
   Speakers:
   
   RON SKILLENS
   
   CHIEF COMPLIANCE & PRIVACY OFFICER

 * -
   
   
   BLUE SHIELD OF CALIFORNIA CFO, SANDRA CLARKE ON FINANCE TEAMS FOR THE FUTURE
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The last year will be remembered for the unprecedented challenges it brought
   to everyone. Even through the hardship and difficulties wrought by the
   COVID-19 pandemic, finance professionals must nonetheless provide stability,
   model adaptability, and ensure business continuity and growth. Join Blue
   Shield CFO, Sandra Clarke, as she discusses finance talent, investing in
   innovation, and leading through COVID-19.
   
    * Evaluate how remote work has impacted recruiting, hiring, and retaining
      top of the line talent
    * Analyze the key challenges Sandra faced while maintaining agility in an
      ever-changing post-pandemic landscape
    * Explore the new innovations Sandra’s team utilized to stay connected and
      engaged and how the use of this technology will continue to shape the
      business
   
   
   
   Speakers:
   
   SANDRA CLARKE
   
   CFO

 * -
   
   
   EVOLVING TECHNOLOGIES AND STRATEGIES FOR THE NEW NORMAL: LESSONS LEARNED FROM
   2020
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   Bona Allen and Amanda Stone discuss strategies used to overcome challenges of
   the 2020 pandemic and impacts felt by their people, businesses, and broader
   landscape. They reflect on successful strategies and their methods to staying
   agile and planning for the new normal. No one prepared for the pandemic. As
   2019 ended, we anticipated a profitable 2020 and beyond. The impact of the
   pandemic was immediate and required nimble strategy, increased communication,
   and ability to pivot in order to combat the uncertainty. In this session, we
   reflect on lessons learned and discuss examples of strategies that resulted
   in success vs. failure. Specifically, looking at the need to adopt new
   technologies in order to fuel strategic decision-making, increase
   communication, and achieve agile planning.
   
    * Continuous Planning: how to leverage lessons learned to improve
      decision-making for the short, medium, and long term
    * Improve your business strategy by adopting digital tools and evolving
      technologies
    * Understanding the “new normal” to maintain the agility and plan for
      unknowns
   
   
   
   Speakers:
   
   BONA ALLEN
   
   SVP & CFO

 * -
   
   
   APPLYING EMERGING TECHNOLOGIES TO REALIZE PROCESS IMPROVEMENT
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   The application of AI is probably the hottest topic within the finance
   industry lately. With the increased risk of fraud and a greater demand for
   hyper-digitization due to the pandemic, fintech has exploded across several
   areas of opportunity. CFOs are now tasked with evaluating massive amounts of
   data, directing that data towards action, and making sure it’s the right
   direction for the company’s bottom line. Implementing the most appropriate
   model based on the needs of the user can be overwhelming. Today we have
   Michael Peckham, Executive Officer and acting CFO of the Program Support
   Center from the US Department of Health and Human Services to explore which
   AI model should be reserved for various courses of action.
   
    * Explore where blockchain is best utilized and the security it provides for
      various financial models
    * Learn how RPA has impacted the efficiency of financial tasks and to what
      degree of certainty it needs to be maintained
    * Analyze how NLP is used in modern-day financial forecasting with both
      areas of opportunity and challenges the user may face
   
   
   
   Speakers:
   
   MICHAEL PECKHAM
   
   EXECUTIVE OFFICER AND ACTING CFO-PROGRAM SUPPORT CENTER

 * -
   
   
   FINANCE TALENT TSUNAMI
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The post-COVID era is starting and more and more people will be looking for
   new jobs at all levels of the organization. The reactivation of the economy
   brings new opportunities and the excitement to look for the big next step is
   on everyone’s mind. CFOs are staring at a situation in which they will have
   to face the departure of valuable employees but at the same time engage in
   the recruitment of many of those looking for a change. Executives should be
   ‘acting’ rather than ‘reacting’ during these changing times and come out of
   the storm even stronger. Many will look directly in the mirror and ask
   themselves if it is the right time to make a move. As the job market shakes,
   it is time to self-assess our individual motivations and evaluate personal
   motivations and objectives.
   
    * Master the survival of the incoming Finance Talent Tsunami
    * Turn a seemingly conspicuous challenge into an effervescent opportunity
    * Explore the appropriate timelines of letting go
   
   
   
   Speakers:
   
   ALONSO RAMOS
   
   CFO-US OPERATIONS

 * -
   
   
   PANDEMIC LEADERSHIP IN THE MIDST OF FINANCE
   
   COVID-19 BUSINESS CONTINUITY & DISASTER RECOVERY
   
   
   
   When the COVID-19 pandemic hit in early 2020, John Tunison, the CFO of
   Trussway LLC, the largest manufacturer of wooden trusses and building
   components for the multifamily construction industry in the US, found himself
   stepping up to handle the company’s COVID response. In the space of less than
   a week, he was scrambling to do Financial Pandemic Leadership in the midst of
   COVID Finance. Learn how he tackled the challenges, what elements of his
   background helped, and what industry trends already underway contributed to
   success. Hear stories that illustrate some of the situations he faced. Find
   out his outlook for the future and thoughts on what practices and lessons
   learned during the pandemic are likely to stick around and which probably
   won’t.
   
    * Examine why CFOs being quasi-COOs is a real trend and why the momentum
      over the last decade likely accelerated as a result of the pandemic
    * Learn how stepping up to handle a non-financial crisis can be a good lens
      to (self-) assess a CFO’s overall ability to be effective across any range
      of problems they may face in the future
    * Physical, functional, and authoritative lines are increasingly blurring,
      aided by the rapidity of business climate changes and technology adoption
      – seek the greater flexibility required, in general, to succeed and grow
      from these challenges
   
   
   
   Speakers:
   
   JOHN TUNISON
   
   CFO

 * -
   
   
   STOIC LEADERSHIP - BUILDING RESILIENCE IN DIFFICULT TIMES
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   This engaging, interactive and energetic keynote describes the techniques of
   Stoic Leadership and how Stoicism, a philosophy from the times of ancient
   Greece and Rome provides the solutions a leader needs to run a happy and
   productive team, no matter what external events are taking place. This
   session gives you and your team the mindset and practical tools to become
   productive, resilient, and engaged, tackling the most common problems a
   leader faces when leading a team.
   
    * Evaluate your own leadership style and values
    * Reduce stress and increase focus, both for you as a leader and for your
      team
    * Create a culture where respect and ethical behavior increase creativity
      and success
   
   
   
   Speakers:
   
   PETER MCKENZIE
   
   CFO

 * -
   
   
   MERGERS AND ACQUISITIONS: INTEGRATING WITH MY FAMILY
   
   FINANCIAL PERFORMANCE & PROFITABLE GROWTH
   
   +1 MORE
   
   Due Diligence for Mergers and Acquisitions is all about the numbers –
   assessing growth rates, margins, integration costs, and synergies to be
   realized. Once an acquisition is closed, what happens now? Matt Poleski,
   Gallagher Northeast Region CFO examines the top questions you face once an
   acquisition is closed: Should we integrate all faster all at once – or should
   we go slower making sure every project is implemented precisely? How should
   the acquiree prioritize integration projects versus running the day-to-day
   operations? What things can I take credit for as early wins? What key success
   factors should I measure? Who should I manage and identify the key
   stakeholders to measure change? How do I nail down roles responsibilities and
   relationships?
   
    * Pricing is about creating value for both seller and buyer – not about
      winning
    * The success of the acquisition is determined by a successful integration
      in an acceptable time frame
    * Anticipating setbacks will help overcome obstacles to a successful
      integration
   
   
   
   Speakers:
   
   MATT POLESKI
   
   REGIONAL CFO & FINANCE DIRECTOR
   
   PAM BROWN
   
   HR DIRECTOR

 * -
   
   
   FINANCIAL TRENDS, INNOVATION AND DIGITAL TRANSFORMATION
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   Hill Sferruzza joins us in this executive interview as the EVP & CFO of
   Meritage Homes-a large public homebuilder that operates across the US. When
   you break down how a single home or an entire subdivision is planned,
   everything has a price down to the nail. Obviously, this means there’s a
   large amount of data input that formats the cost of each structure being
   built. In this executive interview, Hilla will break down how modern digital
   transformation in relation to a large amount of incoming data helps to manage
   routine operations and the challenges associated with the transition.
   
    * Recognize areas of opportunity and areas of resistance in modern data
      integration and digital transformation
    * Prioritize digital transformation initiatives with specific goals in mind
    * Distinguish where digital innovation will have the best impact in both
      front and back-office operations
   
   
   
   Speakers:
   
   HILLA SFERRUZZA
   
   EVP & CFO

 * -
   
   
   THE GREAT EMPLOYEE TURNOVER IS COMING: HOW CFOS CAN HELP MITIGATE
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The post-pandemic job turnover experts predicted has arrived. With talent at
   a premium, what can companies and CFOs do to appeal to new and existing
   talent? Simplifying financial processes is now table stakes. CFOs need to be
   agile and respond to employees’ needs and think about the impacts from the
   pandemic. From enabling distributed/hybrid teams, to allow purchases to be
   made within policy, to even just giving employees a break-there is much to be
   done. CFOs need to put financial equity at the forefront of their
   organizations. Almost half of employees state that time taken to get expenses
   has left them with less money to spend on personal items. TripActions CFO,
   Thomas Tuchscherer, will break down how CFOs can rethink policies for the
   modern employee and the future of work.
   
    * Determine how to enable distributed teams’ purchasing needs in newly
      adopted models of hybrid work environments
    * Examine evolved reimbursement programs that will remove the burden of
      carrying costs from your employee’s personal expenses while creating
      better visibility for finance leaders through the use of corporate
      financing options
    * Empathize with the changing work environments and the new burdens your
      employees may have to navigate to stay on board
   
   
   
   Speakers:
   
   THOMAS TUCHSCHERER
   
   CFO

 * -
   
   
   2021 CFO SURVEY INSIGHTS FROM 1500 GLOBAL FINANCE LEADERS: CFOS ARE
   PRIORITIZING IT INVESTMENTS TO FUND THE DIGITAL ENTERPRISE
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   CFOs are transcending the finance function to becoming technology-savvy
   business leaders architecting their companies’ recovery and growth phases in
   2021 and beyond. A recent global survey, conducted by Dimensional Research
   and supported by Rimini Street, of over 1500 finance leaders reveals CFOs are
   leading the charge leveraging digital to spur business growth and drive
   transformation. This requires active partnering with the CIO to prioritize
   and invest in the right technologies, including artificial intelligence (AI)
   and machine learning (ML), automation, cloud, and analytics – determining the
   economic viability of each IT initiative and maximizing ROI.
   
    * Consider how CFOs are prioritizing IT investments
    * Acknowledge the architects of digital transformation
    * Recognize how to continue to drive growth and shareholder value
   
   
   
   Speakers:
   
   HARI CANDADAI
   
   GVP, THOUGHT LEADERSHIP & RESEARCH

 * -
   
   
   BUILDING EFFECTIVE DEFENSES AGAINST PAYMENT FRAUD
   
   PROGRESSIVE GOVERNANCE, RISK, & COMPLIANCE
   
   +1 MORE
   
   B2B payment fraud attacks are becoming even more widespread, yet many
   companies still aren’t prioritizing updating their security practices and
   technologies. Learn about the different types of attacks your business may
   face as well as tips to help tackle fraud and improve your business
   practices.
   
   
   
   Speakers:
   
   TAMI DILLINGHAM
   
   REGIONAL VP EAST REGION
   
   LOU LOBOSCO
   
   SVP FINANICAL CRIMES RISK MANAGEMENT

 * -
   
   
   A REIMAGINED HEALTHCARE SYSTEM THAT PUTS YOUR BUSINESS (AND EMPLOYEES) FIRST
   
   FINANCIAL PERFORMANCE & PROFITABLE GROWTH
   
   
   
   When choosing healthcare options as a business, many financial
   decision-makers stick with traditional healthcare benefits providers known by
   the organization or suggested by brokerages. Yet, according to a Maestro
   Health survey, 70% of Americans feel today’s healthcare system is difficult
   to navigate. This begs to question whether traditional healthcare benefits
   providers are offering the best options for people and businesses.
   
    * First, examine how and why our current healthcare systems operate in the
      way they do and how it has developed its current interdependence
    * Explore the cost inefficiencies and other factors that complicate the
      process-for both employer and employee
    * Recognize the reimagining of healthcare through last year’s pandemic
    * Learn how companies like Amazon, Google, and JPMorgan Chase & Co. are
      reinventing their healthcare costs
    * Consider modern healthcare options to adopt that lead to better
      affordability and fiscal flexibility
   
   
   
   Speakers:
   
   DARRYL BAKER
   
   CFO

 * -
   
   
   DIVERSITY IN FINANCE
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   Dhiraj Cherian, CFO of Panasonic Automotive joins us with a wealth of
   knowledge and experience leading teams and forecasts with his superior record
   of deliverability in the face of performance and profitability challenges. He
   oversees the growth within the American automotive industry as well as
   driving business and innovation abroad. Join us in this executive interview
   as Dhiraj illustrates how diversity in global markets, as well as in your
   team, can navigate various social constructs and drive long-term goals and
   key alliances throughout your business.
   
    * Characterize your definition of diversity and its importance within your
      team to affect strategic partnerships and alliances
    * Recognize the challenges unique to your role and within the finance
      industry
    * Adopt strategic adaptabilities to manage an inclusive working environment
    * Reconcile intolerant behaviors and navigate through disruption while
      remaining sensitive to various diversities
    * Learn how to manage various cultural norms in global operations that will
      contribute to your bottom line
   
   
   
   Speakers:
   
   DHIRAJ CHERIAN
   
   CFO

 * -
   
   
   IS THE ANNUAL PLAN DEAD?
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   In the wake of COVID-19, it became apparent that companies were not prepared
   for the unexpected – in this case, a global pandemic that threw existing
   business plans right out the window. As we saw last March, so much can change
   in a matter of days. When companies rely on siloed annual planning, reacting
   to unexpected changes can lead to wasted time and resources, which have
   serious financial implications. For CFOs especially, this has called into
   question the very idea of an annual business plan. Recent events have
   crystalized that you can’t create a plan, walk away, and revisit it a year
   later. It’s time to abandon the annual plan as we’ve known it – businesses
   must have built-in scenarios to pivot with greater agility to successfully
   negotiate accelerating change and disruption.
   
    * Identify the real-time levers that are going to help CFOs drive revenue
      performance, optimize costs, increase cash flow and liquidity, while
      mitigating risk
    * Evolve the annual plan to a nimble, data-driven planning process that
      includes multiple points of view and data so your company can quickly
      adapt to stay ahead despite change and disruption
    * Empower yourself to create clarity on “why” digital transformation is
      necessary to better the company as a whole and remain actively engaged for
      the journey
    * Shift away from static annual plans to managing scenarios in real time
    * Implement transformational changes to connect teams, systems, and insights
      that have the power to create new opportunity and drive performance
   
   
   
   Speakers:
   
   VICTOR BARNES
   
   SVP OF CONNECTED PLANNING

 * -
   
   
   EXTENDED PLANNING & ANALYSIS
   
   DATA-DRIVEN FINANCIAL STRATEGY
   
   
   
   Teddy Collins joins us from SeatGeek as the Senior Director of Corporate
   Finance and IR where he will discuss how the FP&A function is evolving to
   xP&A, along with the scope and responsibilities necessary to delve deeper
   into operations and strategy.
   
    * Investigate what the next generation of FP&A groups look like
    * Compare the future of FP&A from an org and system stack perspective
    * Explore the right time to “break up” with excel
   
   
   
   Speakers:
   
   TEDDY COLLINS
   
   SR. DIRECTOR-CORPORATE FINANCE & IR

 * -
   
   
   ACCOUNT PAYABLES CFO GOALS AND OBJECTIVES
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   In this presentation, we’ll be looking at the ways AP Automation is changing
   the CFO role and the top challenges finance leaders are facing. We will be
   helping CFOs identify what their priorities should be in the AP process and
   how to streamline their AP processes with some applicable solutions.
   
    * Recognize how automation is changing the CFO role and the challenges they
      face
    * Define your goals and objectives for your finance department that can be
      reached with the new technology offered
    * Learn how to use automation as the CFO’s top weapon for streamlining their
      systems
   
   
   
   Speakers:
   
   CAROLINE DRUMM
   
   MARKETING SPECIALIST

 * -
   
   
   MISSING: THE CFOS PLATFORM FOR WORKING CAPITAL MANAGEMENT
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   In a world where cash is king, the office of the CFO is glaringly missing
   technology focused on driving working capital and cash flow optimization. In
   this session, we will uncover the results from a survey focused on capturing
   CFO concerns around the COVID-19 pandemic and it’s fallout, and walk you
   through how CFOs are planning to choose, evaluate and deploy technology
   during this downturn by digitally transforming their tech stack into a more
   resilient platform focused on the end business goals of optimizing working
   capital and cash flow. Learn how you could restructure your finance tech
   stack to address rising pressures on cash.
   
    * A new framework for CFOs to explore technology adoption during the
      heightened pressures on working capital and cash optimization
    * Identify quick-win tech to deploy in 2021 across the finance function to
      secure outstanding receivables, reduce credit risk and reduce cash
      forecasting unpredictability
    * Case studies and ROI analysis models from successful Accounts Receivable
      and Treasury Management software projects
   
   
   
   Speakers:
   
   MIKE PURYEAR
   
   REGIONAL VP OF SALES

 * -
   
   
   FEMALE-FORWARD THINKING FINANCIAL LEADERSHIP
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   +2 MORE
   
   Please join us for an insightful and attentive panel discussion on
   female-forward financial leadership while discovering their methods for
   growth and success. Our industry leaders will discuss themes surrounding the
   finance industry, methods of navigating various cultural norms, as well as
   improving the financial landscape as we know it now.
   
   
   
   Speakers:
   
   VALERIE COLGROVE
   
   CFO-OREGON/IDAHO
   
   NICOLE PICKETT
   
   TREASURER
   
   DENIZ JOHNSON
   
   COO & PROFESSOR OF FINTECH & FINANCIAL INNOVATION

 * -
   
   
   DIGITAL TRANSFORMATION TO DRIVE TRANSPARENCY & COLLABORATION
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   Please join us in this executive interview with the VP of Finance and
   Accounting for CallOne, Jeff Belden, as we discuss some of the limitations
   the company faced when utilizing certain programs for financial modeling.
   Jeff will also discuss how cloud-based solutions help planning and reporting
   processes and how certain revenue planning models have been implemented to
   improve timely tasks and collaboration. Explore your own areas of opportunity
   after learning what Jeff has utilized to augment popular financial
   forecasting models and how his leadership style cultivated a new sense of
   ownership.
   
    * Further explore the time-consuming challenges that exist when implementing
      new digital transformation practices
    * Examine the feedback from Jeff’s team regarding the new digital
      implementations and how they contributed to improving collaboration
    * Take advantage of creating a better sense of ownership in regards to KPIs,
      forecasts, and revenue planning and observe how leadership reacted to the
      results
   
   
   
   Speakers:
   
   JEFF BELDEN
   
   VP FINANCE & ACCOUNTING

 * -
   
   
   SUPERCHARGING CFO OFFICE WITH ARTIFICIAL INTELLIGENCE
   
   DATA-DRIVEN FINANCIAL STRATEGY
   
   
   
   According to a recent poll, finance teams devote 80% of their time to
   business execution and 20% to business insights. Finance teams will benefit
   from A.I’s assistance in implementing a data-driven scientific approach to
   financial modeling and forecasting, which will increase efficiency, speed,
   and accuracy. Slower finance adoption has been attributed to absence of A.I
   enabled B.I tools, lack of standardization of finance use cases, as well as a
   lack of DS/ML skills inside finance teams.
   
    * Learn how A.I. in finance will give the organization a competitive
      advantage
    * Compare data science vss. machine learning route
    * Recognize the importance of in-house vs. outside consultants vs.
      self-serving AI platforms
    * Discover how A.I. adoption can be simple and affordable
    * Prioritize how the CFO can help with the A.I journey and where to begin
   
   
   
   Speakers:
   
   ASHOK MANTHENA
   
   PRODUCT MANAGER

 * -
   
   
   MAKE YOUR ERM APPROACH A SUCCESS
   
   PROGRESSIVE GOVERNANCE, RISK, & COMPLIANCE
   
   
   
   It is all in the maturity of our understanding of risk and not the tools we
   use, and monster lists of risks that will inevitably hinder the effectiveness
   and efficiency of any ERM process. In this session, we will explore how risk
   maturity would help the ERM approach, developed in excel, to produce a
   C-Suite risk heat map. It will provide detailed assessments to operational
   managers to pinpoint with incredible accuracy what they identify as strengths
   and weaknesses in their organizations and numerous systems of internal
   control.
   
    * See risk assessment from a different lense
    * Learn new ways to identify and assess risks
    * Find out how easy it is to distinguish between enterprise and operational
      risks
   
   
   
   Speakers:
   
   IMAD MOUCHAYLEH
   
   DIRECTOR OF FINANCIAL INTERNAL CONTROL ADVISORY SERVICES

 * -
   
   
   KNOW WHICH HAT YOU'RE WEARING: CREATING VALUE THROUGH DATA AND INNOVATION
   
   COVID-19 BUSINESS CONTINUITY & DISASTER RECOVERY
   
   
   
   Bob Kolodgy is a well-tenured executive at BCBSA, responsible for the vast
   majority of financial decision-making, overseeing financial planning and
   forecasts, as well as being the President and board chair of BCBS Venture
   Partners. In addition, he oversees Enterprise Information Technology and
   Security as well as the Project Management Office. Join us in this executive
   interview as Bob defines the key pillars of fiscal prosperity by creating
   value through data and innovation.
   
    * Learn how positions within and outside of your company can help curate
      your leadership style within the business
    * Explore what areas of focus can create the most impact in your company
    * Review BCBSA’s mobilization of agile innovations during the pandemic
    * Analyze the newest emerging data trends and the integrations in tech and
      healthcare
    * Interpret the attributes of the modern CFO and where the position is
      headed in the future
   
   
   
   Speakers:
   
   BOB KOLODGY
   
   EVP & CFO

 * -
   
   
   WHAT ALGORITHMS MISS: FROM INCREMENTAL GROWTH TO VISIONARY IDEAS
   
   DATA-DRIVEN FINANCIAL STRATEGY
   
   
   
   If every decision we ultimately reach is simply one iteration away from
   everything we’ve already experienced, consumed, or watched, how do we expand?
   How do we grow? More importantly, how do we possibly do the unexpected? We
   need to be cognizant of data and what it tells us while becoming more willing
   to stretch our limits. After all, failing to do so makes it impossible for us
   to be anything tomorrow that’s beyond a little different than today.
   Tomorrow’s problems may require solutions that go beyond the scope of answers
   available yesterday. We can only hope to address them by trying something no
   algorithm would predict.
   
    * Understand the power data holds in today’s society and the influence it
      has on individual decision-making
    * Determine ways to balance the desire for choice, the psychological impact
      for choice, and the dangers of simply doing what is predicted
    * Explore how capturing data to act on helps us move beyond algorithmic
      incrementalism
   
   
   
   Speakers:
   
   WILL MILLER
   
   EXECUTIVE DIRECTOR OF INSTITUTIONAL ANALYTICS, EFFECTIVENESS, & STRATEGIC
   PLANNING

 * -
   
   
   BRINGING SEXY BACK TO COMPLIANCE: EXECUTIVE RISK RESILIENCY IN UNCERTAIN
   TIMES
   
   PROGRESSIVE GOVERNANCE, RISK, & COMPLIANCE
   
   
   
   This presentation will discuss current and innovative methods for Executives
   to identify and report on significant risks to senior leadership and boards
   of directors. We examine a framework of a risk resilient organization to
   identify and discuss current emerging risks. We will review examples of
   effective reporting as well as examine approaches to have effective risk
   conversations with your executive team and board.
   
    * Discuss current and emerging risk trends and how to identify them
    * Examine proven risk management reporting processes that can be implemented
      in your organization
    * Learn creative executive presentation approaches to have high-impact risk
      discussions with the executive team and board
   
   
   
   Speakers:
   
   RON SKILLENS
   
   CHIEF COMPLIANCE & PRIVACY OFFICER

 * -
   
   
   BLUE SHIELD OF CALIFORNIA CFO, SANDRA CLARKE ON FINANCE TEAMS FOR THE FUTURE
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The last year will be remembered for the unprecedented challenges it brought
   to everyone. Even through the hardship and difficulties wrought by the
   COVID-19 pandemic, finance professionals must nonetheless provide stability,
   model adaptability, and ensure business continuity and growth. Join Blue
   Shield CFO, Sandra Clarke, as she discusses finance talent, investing in
   innovation, and leading through COVID-19.
   
    * Evaluate how remote work has impacted recruiting, hiring, and retaining
      top of the line talent
    * Analyze the key challenges Sandra faced while maintaining agility in an
      ever-changing post-pandemic landscape
    * Explore the new innovations Sandra’s team utilized to stay connected and
      engaged and how the use of this technology will continue to shape the
      business
   
   
   
   Speakers:
   
   SANDRA CLARKE
   
   CFO

 * -
   
   
   EVOLVING TECHNOLOGIES AND STRATEGIES FOR THE NEW NORMAL: LESSONS LEARNED FROM
   2020
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   Bona Allen and Amanda Stone discuss strategies used to overcome challenges of
   the 2020 pandemic and impacts felt by their people, businesses, and broader
   landscape. They reflect on successful strategies and their methods to staying
   agile and planning for the new normal. No one prepared for the pandemic. As
   2019 ended, we anticipated a profitable 2020 and beyond. The impact of the
   pandemic was immediate and required nimble strategy, increased communication,
   and ability to pivot in order to combat the uncertainty. In this session, we
   reflect on lessons learned and discuss examples of strategies that resulted
   in success vs. failure. Specifically, looking at the need to adopt new
   technologies in order to fuel strategic decision-making, increase
   communication, and achieve agile planning.
   
    * Continuous Planning: how to leverage lessons learned to improve
      decision-making for the short, medium, and long term
    * Improve your business strategy by adopting digital tools and evolving
      technologies
    * Understanding the “new normal” to maintain the agility and plan for
      unknowns
   
   
   
   Speakers:
   
   BONA ALLEN
   
   SVP & CFO

 * -
   
   
   APPLYING EMERGING TECHNOLOGIES TO REALIZE PROCESS IMPROVEMENT
   
   FINANCIAL TRENDS, INNOVATION, & DIGITAL TRANSFORMATION
   
   
   
   The application of AI is probably the hottest topic within the finance
   industry lately. With the increased risk of fraud and a greater demand for
   hyper-digitization due to the pandemic, fintech has exploded across several
   areas of opportunity. CFOs are now tasked with evaluating massive amounts of
   data, directing that data towards action, and making sure it’s the right
   direction for the company’s bottom line. Implementing the most appropriate
   model based on the needs of the user can be overwhelming. Today we have
   Michael Peckham, Executive Officer and acting CFO of the Program Support
   Center from the US Department of Health and Human Services to explore which
   AI model should be reserved for various courses of action.
   
    * Explore where blockchain is best utilized and the security it provides for
      various financial models
    * Learn how RPA has impacted the efficiency of financial tasks and to what
      degree of certainty it needs to be maintained
    * Analyze how NLP is used in modern-day financial forecasting with both
      areas of opportunity and challenges the user may face
   
   
   
   Speakers:
   
   MICHAEL PECKHAM
   
   EXECUTIVE OFFICER AND ACTING CFO-PROGRAM SUPPORT CENTER

 * -
   
   
   FINANCE TALENT TSUNAMI
   
   FINANCIAL TALENT & TEAMS FOR THE FUTURE
   
   
   
   The post-COVID era is starting and more and more people will be looking for
   new jobs at all levels of the organization. The reactivation of the economy
   brings new opportunities and the excitement to look for the big next step is
   on everyone’s mind. CFOs are staring at a situation in which they will have
   to face the departure of valuable employees but at the same time engage in
   the recruitment of many of those looking for a change. Executives should be
   ‘acting’ rather than ‘reacting’ during these changing times and come out of
   the storm even stronger. Many will look directly in the mirror and ask
   themselves if it is the right time to make a move. As the job market shakes,
   it is time to self-assess our individual motivations and evaluate personal
   motivations and objectives.
   
    * Master the survival of the incoming Finance Talent Tsunami
    * Turn a seemingly conspicuous challenge into an effervescent opportunity
    * Explore the appropriate timelines of letting go
   
   
   
   Speakers:
   
   ALONSO RAMOS
   
   CFO-US OPERATIONS

 * -
   
   
   PANDEMIC LEADERSHIP IN THE MIDST OF FINANCE
   
   COVID-19 BUSINESS CONTINUITY & DISASTER RECOVERY
   
   
   
   When the COVID-19 pandemic hit in early 2020, John Tunison, the CFO of
   Trussway LLC, the largest manufacturer of wooden trusses and building
   components for the multifamily construction industry in the US, found himself
   stepping up to handle the company’s COVID response. In the space of less than
   a week, he was scrambling to do Financial Pandemic Leadership in the midst of
   COVID Finance. Learn how he tackled the challenges, what elements of his
   background helped, and what industry trends already underway contributed to
   success. Hear stories that illustrate some of the situations he faced. Find
   out his outlook for the future and thoughts on what practices and lessons
   learned during the pandemic are likely to stick around and which probably
   won’t.
   
    * Examine why CFOs being quasi-COOs is a real trend and why the momentum
      over the last decade likely accelerated as a result of the pandemic
    * Learn how stepping up to handle a non-financial crisis can be a good lens
      to (self-) assess a CFO’s overall ability to be effective across any range
      of problems they may face in the future
    * Physical, functional, and authoritative lines are increasingly blurring,
      aided by the rapidity of business climate changes and technology adoption
      – seek the greater flexibility required, in general, to succeed and grow
      from these challenges
   
   
   
   Speakers:
   
   JOHN TUNISON
   
   CFO

 * -
   
   
   STOIC LEADERSHIP - BUILDING RESILIENCE IN DIFFICULT TIMES
   
   FORWARD-THINKING FINANCIAL LEADERSHIP
   
   
   
   This engaging, interactive and energetic keynote describes the techniques of
   Stoic Leadership and how Stoicism, a philosophy from the times of ancient
   Greece and Rome provides the solutions a leader needs to run a happy and
   productive team, no matter what external events are taking place. This
   session gives you and your team the mindset and practical tools to become
   productive, resilient, and engaged, tackling the most common problems a
   leader faces when leading a team.
   
    * Evaluate your own leadership style and values
    * Reduce stress and increase focus, both for you as a leader and for your
      team
    * Create a culture where respect and ethical behavior increase creativity
      and success
   
   
   
   Speakers:
   
   PETER MCKENZIE
   
   CFO

 * -
   
   
   MERGERS AND ACQUISITIONS: INTEGRATING WITH MY FAMILY
   
   FINANCIAL PERFORMANCE & PROFITABLE GROWTH
   
   +1 MORE
   
   Due Diligence for Mergers and Acquisitions is all about the numbers –
   assessing growth rates, margins, integration costs, and synergies to be
   realized. Once an acquisition is closed, what happens now? Matt Poleski,
   Gallagher Northeast Region CFO examines the top questions you face once an
   acquisition is closed: Should we integrate all faster all at once – or should
   we go slower making sure every project is implemented precisely? How should
   the acquiree prioritize integration projects versus running the day-to-day
   operations? What things can I take credit for as early wins? What key success
   factors should I measure? Who should I manage and identify the key
   stakeholders to measure change? How do I nail down roles responsibilities and
   relationships?
   
    * Pricing is about creating value for both seller and buyer – not about
      winning
    * The success of the acquisition is determined by a successful integration
      in an acceptable time frame
    * Anticipating setbacks will help overcome obstacles to a successful
      integration
   
   
   
   Speakers:
   
   MATT POLESKI
   
   REGIONAL CFO & FINANCE DIRECTOR
   
   PAM BROWN
   
   HR DIRECTOR

ATTENDEES

CONNECT CFO is invitation-only for Finance executives. Exclusivity lets us cater
to your specific challenges and keep you in the company of the leaders driving
progress in your field.


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ABOUT CONNECT CFO VIRTUAL SUMMIT



CONNECT CFO Virtual Summit is the digital counterpart to the invitation-only
summit for Finance executives. CONNECT bridges you to the most efficient
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CONNECT CFO Virtual Summit is unique in its ability to connect you to qualified
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Your virtual pass includes:
*All sessions and their recordings
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to you
*$300 or $500 in swag upon meeting completion

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Based on the details of your registration, we carefully select at least 6
best-fit solution providers for you to meet with. Each meeting is 30 minutes
long and focused on solving a specific priority you have listed. Once completed,
you’re eligible to receive a swag package. All meetings will take place on Zoom
and all logistics are handled for you!

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We are looking for executives with genuine needs for new solutions and buying
influence or authority. Invitations are extended to C-level executives, SVPs,
VPs, Directors and Managers of Finance.

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TIM PARFITT

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ROY ALUGBUE

Operations Manager
424-254-7257
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JACKY NUNEZ

Operations Coordinator
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Conference Director
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ROB DABB

Attendee Relations Director
(424) 382-0925
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JJ WAITE-BLAISDELL

Content Manager
424 431-0139
Send Message

MARIN SILVERS

Senior Vice President of Operations
424-334-5141
Send Message

TIM PARFITT

Sales Director
424-363-9965
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ROY ALUGBUE

Operations Manager
424-254-7257
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JACKY NUNEZ

Operations Coordinator
424-254-5431
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