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CFO LEADERSHIP SUMMIT | FALL

OCTOBER 6 - 8, 2024RENAISSANCE SCHAUMBURG, CHICAGO, IL

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SPEAKERS



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SHELAGH GLASER

CFO


KEVIN OSTERTAG

CFO


CHRISTINA VAN TASSELL

CFO


YUAN CHEN

Finance Director


SHANNON LONG

Director of Finance


MATT POLESKI

CFO, Northeast & Mid-Atlantic


MEARAH PARAMASIVUM

Director Strategic Finance Initiatives


RAJESH SHARMA

Director - Strategy and M&A


HELEN ZHANG

Senior Director, Strategic Business


GOVIL KUMAR

Business Analytics & Planning Leader


LESYA PLATZER

CFO


ALONSO RAMOS

CFO


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Global Head of Finance


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Chief Market Strategist


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AGENDA

Take advantage of CPE Credits, Watch 35+ sessions and speakers across various
markets, 6 Networking Events & More.
Sunday, October 06
5:00 - 7:00 PM
WELCOME RECEPTION AND REGISTRATION



Monday, October 07
7:30 - 8:50 AM
BREAKFAST

8:00 - 9:00 AM
KEYNOTE: THE FUTURE OF WORK IN FINANCE: NAVIGATING TRANSFORMATION AND INNOVATION
TRACK: DIGITAL TRANSFORMATION & DATA ANALYTICS



Speakers

Govil KumarBusiness Analytics & Planning LeaderHoneywell

William Washington IIIGlobal CFOBaker McKenzie

Christina Van TassellCFOWiley

Kevin OstertagCFOPanasonic Automotive

4 speakers
9:00 - 9:45 AM
LEADING WITH PURPOSE: WHAT MOTIVATES A CFO AND THE STRATEGIC ROLE OF FINANCE IN
DRIVING CORPORATE SUCCESS
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speakers

Shelagh GlaserCFOSynopsys

Cory JohnsonChief Market StrategistThe Futurum Group

2 speakers
9:00 - 9:45 AM
COMING SOON!



Speaker

Adriana CarpenterCFOEmburse

Adriana Carpenter, CFO, Emburse
10:00 - 10:45 AM
ASK THE EXPERTS: TOMORROW'S DIGITAL TRANSFORMATION: REDEFINING ROLES AND
RESPONSIBILITIES IN FINANCE
TRACK: DIGITAL TRANSFORMATION & DATA ANALYTICS



Speakers

Yuan ChenFinance Director - Modern WorkMicrosoft

Govil KumarBusiness Analytics & Planning LeaderHoneywell

Jinendra Jain Global Head of FinanceTiger Analytics

3 speakers
10:00 - 10:45 AM
REDEFINING FINANCE TO A STRATEGIC PARTNER AND CATALYST FOR GROWTH
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speaker

Shannon LongDirector of FinanceFender Musical Instruments

Shannon Long, Director of Finance, Fender Musical Instruments
11:00 - 11:45 AM
STRATEGIC FINANCIAL LEADERSHIP: DRIVING GROWTH THROUGH BUDGETING AND
ORGANIZATIONAL VISION
TRACK: FINANCIAL DIVERSITY, AGILITY, & PROFITABLE GROWTH



Speaker

Helen ZhangSenior Director, Strategic Business University of Illinois at
Urbana-Champaign

Helen Zhang, Senior Director, Strategic Business , University of Illinois at
Urbana-Champaign
12:00 - 12:45 PM
DRIVING BUSINESS GROWTH: SIMPLIFYING FINANCIAL OPERATIONS AND M&A STRATEGIES
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speaker

Matt PoleskiCFO, Northeast & Mid-Atlantic Regions Arthur J.Gallagher & Co.

Matt Poleski, CFO, Northeast & Mid-Atlantic Regions , Arthur J.Gallagher & Co.
12:00 - 12:45 PM
CULTIVATING EMOTIONAL INTELLIGENCE IN MULTI-CULTURAL FINANCE TEAMS
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speaker

Lesya PlatzerCFO RAUCH Fruchtsäfte

Lesya Platzer, CFO, RAUCH Fruchtsäfte
1:00 - 2:00 PM
LUNCH

2:00 - 2:45 PM
ASK THE EXPERTS: NAVIGATING STAKEHOLDER DYNAMICS: TRUST AND TRANSPARENCY IN
FINANCIAL LEADERSHIP
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speakers

Christina Van TassellCFO Wiley

William Washington IIIGlobal CFOBaker McKenzie

Purnima KarthikVP - Global Petcare Finance TransformationMars

Dumitrache MartinezGlobal CFO - SMB AcquisitionMars

4 speakers
2:00 - 2:45 PM
TRANSFORMATIVE FINANCIAL LEADERSHIP AND EXECUTIVE ALIGNMENT THAT UNLOCKS
POTENTIAL
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speaker

Alonso RamosCFOThe Intec Group

Alonso Ramos, CFO, The Intec Group
3:00 - 3:45 PM
LEVERAGING AI AND AUTOMATION: THE FUTURE OF FINANCE IN A DIGITAL WORLD
TRACK: DIGITAL TRANSFORMATION & DATA ANALYTICS



Speaker

Yuan ChenFinance Director - Modern Work Microsoft

Yuan Chen, Finance Director - Modern Work , Microsoft
3:00 - 3:45 PM
ALIGNING FINANCIAL STRATEGY WITH ORGANIZATIONAL GOALS FOR MAXIMUM ROI
TRACK: FINANCIAL DIVERSITY, AGILITY, & PROFITABLE GROWTH



Speaker

Mearah ParamsivumDirector Strategic Finance InitiativesLakeshore Learning
Materials

Mearah Paramsivum, Director Strategic Finance Initiatives, Lakeshore Learning
Materials
4:00 - 4:45 PM
STRATEGIC EXCELLENCE IN M&A: UNLOCKING DOUBLE PIPELINE OPPORTUNITIES
TRACK: FINANCIAL DIVERSITY, AGILITY, & PROFITABLE GROWTH



Speaker

Rajesh SharmaDirector - Strategy and M&A ITOCHU

Rajesh Sharma, Director - Strategy and M&A , ITOCHU
5:00 - 5:45 PM
ASK THE EXPERTS: FUTURE-PROOFING FINANCE: INNOVATIVE TALENT STRATEGIES FOR A
COMPETITIVE EDGE
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speakers

Kevin OstertagCFOPanasonic Automotive

Helen ZhangSenior Director, Strategic BusinessUniversity of Illinois
Urbana-Champaign

Lesya PlatzerCFORAUCH Fruchtsäfte

3 speakers
6:30 - 9:30 PM
NETWORKING DINNER

Tuesday, October 08
7:30 - 8:50 AM
BREAKFAST

8:00 - 9:00 AM
KEYNOTE: THE FUTURE OF FUNDING: NAVIGATING NEW INVESTMENT LANDSCAPES
TRACK: FINANCIAL DIVERSITY, AGILITY, & PROFITABLE GROWTH



9:00 - 9:45 AM
ASK THE EXPERTS: STRATEGIC EXCELLENCE IN M&A: KEY CONSIDERATIONS FOR SUCCESSFUL
TRANSACTIONS
TRACK: FINANCIAL DIVERSITY, AGILITY, & PROFITABLE GROWTH



Speakers

Matt PoleskiCFO, Northeast & Mid-Atlantic RegionsArthur J.Gallagher & Co.

Rajesh SharmaDirector - Strategy and M&A ITOCHU

Rama ThirumalaiswamyVP of Talent Strategy & Development J.S. Held LLC

Alonso RamosCFOThe Intec Group LLC

4 speakers
10:00 - 10:45 AM
AUTHENTIC LEADERSHIP: EMBRACING NON-TRADITIONAL TRAITS IN THE WORKPLACE
TRACK: LEADERSHIP STRATEGY, TEAM VISION & ALIGNMENT



Speaker

William Washington III Global CFOBaker McKenzie

William Washington III, Global CFO, Baker McKenzie
11:00 - 11:45 AM
ENHANCING FINANCIAL DECISION-MAKING WITH DATA ANALYTICS
TRACK: DIGITAL TRANSFORMATION & DATA ANALYTICS



Speaker

Jinendra JainGlobal Head of Finance Tiger Analytics

Jinendra Jain, Global Head of Finance , Tiger Analytics
Download Agenda

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Connect was easily the most successful event I've experienced. The Quartz Events
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