Each participant can earn up to 12.6 credits of the 19.6 credits available.

Field of Study:

  • Business Management and Organization - 11.2 credits
  • Finance - 8.4 credits
Executive Platforms Inc. 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.nasbaregistry.org
Please note all times are local, Mountain Standard Time

4 February, 2024

 

3:30 pm - 4:15 pm

ROOM 2

WELCOME DAY SPECIAL CONTENT

Panel: Modernizing Workforce Capability Through Strategic Upskilling
  • How to identify the competencies that drive value creation
  • Why building a culture of collaborative innovation begins with scaling access to digital tools
  • How investing in the right skills helps your team bring their best ideas to work
  • Fostering the buy-in to accelerate change by enhancing workforce engagement

Brandy Hulsey
VP, Accounts Payable & Reverse Logistics
McKesson Corporation

Jennifer Kirk
SVP, Global Controller and CAO
Medtronic

Brenda Lovcik
SVP & CFO
Trex

4:20 pm - 4:55 pm

ROOM 2

WELCOME DAY SPECIAL CONTENT

Fireside Chat: The New CFO Mandate: Building Trust in 2024

Amid the disruptions of the past few years, the office of the CFO has been at the epicenter of helping CEOs and boards manage volatile markets, geopolitical impacts, aggressive regulations, and the increasing prominence of sustainability. In unpredictable times, how do chief financial officers and their teams build trust internally with executive leadership and the board, as well as externally with investors, lenders, and other stakeholders that their organizations are on an enduring path of profitability and value creation? Join us for a lively, executive-level discussion as we share insights on how CFOs and their teams drive strategy and foster trust for the days ahead.

After this session, you will be able to:

  • Define the opportunities and challenges around managing people, processes, and technology
  • Discuss current market trends and their impacts
  • Identify finance trends and how they are influencing priorities

Steve Soter
VP & Industry Principal
Workiva, Inc.

Marty Vanderploeg
Workiva Board of Directors Chair, Co-Founder, and Former CEO
Workiva, Inc.

5:00 pm - 6:00 pm

ROOM 2

WELCOME DAY SPECIAL CONTENT

Women in Finance: The ROI on Diversity in Leadership has Never Been Higher
  • Creating a purpose-driven strategy that makes an impact as our organization grows and nurtures a diverse workforce
  • Understanding the leader’s role as a force to shape and demonstrate corporate culture, and to serve as a catalyst for equality and inclusion
  • Sharing typical challenges faced by corporations when trying to promote diversity in the workforce
  • Illustrating the importance of today’s leaders building up and supporting the next generation our organizations will need for the future. What does that look like on a day-to-day basis?
  • Offering examples of strong and effective mentorship programs in onboarding, cross-training, job shadowing, and continuing education that make the difference

Kathleen Bonzani
VP, Controller & Chief Accounting Officer
Blue Cross Blue Shield

Stephanie Sprouse
CFO, Power Services & Renewables
NAES Corporation

Carolyn Bellisio
SVP & CFO
National Insurance Crime Bureau

Carolyn Engel
SVP Retail Finance
Nutrien

Bridget Allen-Laehn
Group VP Finance, Analytical Instruments
Thermo Fisher Scientific

 

6:00 pm - 7:00 pm

Welcome Drinks Reception

6:30 pm

Executive Dinner

5 February, 2024

 

7:30 am - 8:15 am

Registration & Breakfast

8:15 am - 8:20 am

Opening Remarks and Important Announcements

8:20 am - 8:30 am

Chair’s Welcome Address

Chris Condon
Chief Financial Officer
Scout Motors

8:30 am - 9:05 am

Transforming and Strengthening your Finance Teams for Future Success
  • Keys to leading successful change and transformation for the future finance organization
  • Aligning finance transformation to business strategy
  • Winning the hearts and minds of your finance organization to support change

Tom Dillon
Chief Financial Officer, McDonalds USA
McDonald’s

9:05 am - 9:40 am

Real Talk on Sustainability and Insights into Energy Transition
  • Understand the increased expectation from customers and shareholders to prioritize sustainability, including clean energy investments
  • Illustrate how sustainability and profitability can merge by sharing the sustainability journey of Schneider Electric
  • Explore the trends, resources, and priority actions finance leaders must take to be responsible stewards of the planet and their budgets

Joshua Dickinson
SVP & CFO NA
Schneider Electric

STREAM 1 CHAIR

Chris Condon
Chief Financial Officer
Scout Motors

STREAM 2 CHAIR

Tom Hood, CPA, CGMA
EVP – Business Engagement and Growth
AICPA & CIMA

STREAM 3 CHAIR

Marybeth Gray
SVP, Health & Welfare
Trion, a Marsh & McLennan Agency

9:45 am - 10:20 am

WORKSHOP

ROOM 1

Avoiding the Business “Vibecession”

Maintaining Financial Strength and Certainty with Proactive Spend Management

  • How can negative external sentiment overcome sound business fundamentals in financial decision-making?
  • Why is restructuring how organizations spend money just as important as how much, in maintaining effective spend control?
  • What can financial leaders do to better control employee spend?
  • How a combination of technology and effective processes and policies can work together to improve efficiencies and reduce waste.

Adriana Carpenter
Chief Financial Officer
Emburse Inc.

9:45 am - 10:20 am

WORKSHOP

ROOM 2

The CFKnow: Surfing the Waves of Transformation
  • What Fortune 500 CFOs are telling us, and have told us, over the years regarding their top issues & concerns
  • What are the big “waves” that have occurred to business & finance and what we believe the impact will be today and in the future
  • How a finance leader evaluates where the organization is in current and aspired maturation across the dimensions of a finance organization
  • What comes next and predictions for the coming year+

Tom Hood, CPA, CGMA
EVP – Business Engagement and Growth
AICPA & CIMA

9:45 am - 10:20 am

WORKSHOP

ROOM 3

Fireside Chat: Architecting Durability: Balancing Profitability and Growth through Operational Excellence and Innovation with ProPetro Services and Coupa

How do you build a durable business that can not only withstand, but thrive through volatility?

  • With the backdrop of uncertainty, such as changing regulations, bank failures, and geopolitical risk, compliance and risk management are priorities that finance leaders have to balance with profitability
  • Learn from ProPetro Services CFO, David Schorlemer, and Coupa CFO, Kevin Burns, on how you can scale your business in a durable way with the right technology and processes that help you take advantage of movements in the market while maintaining full compliance

Kevin Burns
CFO
Coupa

David Schorlemer
CFO
ProPetro Holding Corp.

10:25 am - 12:05 pm

Pre-Arranged One-to-One Meetings
  • 10:30 am – 10:50 am: Meeting Slot 1/Networking
  • 10:55 am – 11:15 am: Meeting Slot 2/Networking
  • 11:20 am – 11:40 am: Meeting Slot 3/Networking
  • 11:45 am – 12:05 pm: Meeting Slot 4/Networking

12:10 pm - 12:45 pm

CASE STUDY

BREAKOUT ROOM 1

Finance of the Future: Moving from Reporting the Business of Yesterday to Shaping the Business of Tomorrow

Where the most critical financial resources used to be talent and money, now it’s about the bigger business impact and how finance fits around the wider boardroom table. Join this session with Mars Pet Nutrition to discover:

  • How the role of finance has shifted from historical reporting to forward-looking reporting, meaning a more holistic view of how it can help shape progress in areas like digitalization and sustainability
  • What this change looks like at Mars Pet Nutrition through a focus on diversifying talent and skills, democratizing data and promoting value creation
  • The evolving role of leadership, including Anoop’s personal journey and the importance of empathy and vulnerability in building a creative and empowered team

Anoop Aggarwal
Global CFO
Mars Pet Nutrition

12:10 pm - 12:45 pm

CASE STUDY

BREAKOUT ROOM 2

Keeping Up with China’s Digital Retail Revolution
  • How China’s new digital revolution transforms how we should think about retail and digital innovation
  • Looking at China’s journey from 1% share of the global ecommerce market to 45%
  • The power of China’s digital ecosystem and the transition of e-commerce to m-commerce to today’s s-commerce
  • Lessons we should learn and how to close the gap

Yoana Land
CFO Transformation – NA
L’Oreal

12:10 pm - 12:45 pm

CASE STUDY STREAM 3

BREAKOUT ROOM 3

Fireside Chat: Through the Eyes of a ‘Corporate Cop’: Strategic Influence in Your Organization
  • Exploring the intricacies of stakeholder management from a finance and accounting perspective
  • Implementing a framework to assess and bridge gaps in within your organization
  • Developing ‘skills of the future’ and effective strategies for driving change and achieving team alignment
  • Navigating the complexities of risk management in a large corporation, with insights into emerging areas of importance

Cassie Lee
SVP & Chief Audit Executive
AT&T Inc.

12:45 pm - 1:45 pm

Overflow Lunch Seating

12:45 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Will They Swipe Right or Swipe Left? How to Ensure Your Company is a Match for Today’s Top Talent

Nikki Watson Pierce
Director of Sales, Corporate Channel and DEI Strategic Initiatives
Becker

12:45 pm - 1:45 pm

THEMED LUNCH DISCUSSION

How Modernizing AR Can Enable CFOs to Drive Growth

Kevin Sontgerath
VP – B2B Payment Partnerships
Capital One Trade Credit

12:45 pm - 1:45 pm

THEMED LUNCH DISCUSSION

New Ideas for Controlling Costs in an Expensive World

Emily Howell
Treasurer, Director of Risk
Copart, Inc.

12:46 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Architecting Durability: Balancing Profitability and Growth Through Operational Excellence

Kevin Burns
CFO
Coupa

12:46 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Maximizing CapEx Budgets Effectively

Ben Roux
Head of Global Financial Services
Illumina

12:46 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Navigating a Buyout Effectively

Robert Beckwith
CFO
M2S Group

12:47 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Controlling Costs in an Expensive World

Esben Pedersen
CFO
Pattern Energy

12:47 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Succession Planning for Finance in the New Normal of Work

James Tantalo
Controller
Safran Federal Systems

12:47 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Post-Covid Company Culture – Strategies for Sustainable Change

Aaron Skidmore
VP, Chief Financial Officer
Sheridan Production Company

12:48 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Future-Proofing Your Financial Consolidation: Tips & Tricks for 2024

Dominic Sharp
Sr. Solution Specialist
Wolters Kluwer

12:48 pm - 1:45 pm

THEMED LUNCH DISCUSSION

Planning the Use of AI Tools to Improve Productivity

12:48 pm - 1:45 pm

THEMED LUNCH DISCUSSION

CFOs and AI: It’s Not Too Late to Get in the Game

1:45 pm - 2:20 pm

Panel: How Finance Professionals Can Adapt Now to Working With Generative AI
  • Navigating the next industrial revolution that will be driven by generative artificial intelligence
  • Dispelling myths and discussing barriers that are on everyone’s minds
  • Exploring tools that can help your teams become more efficient, productive, and accurate in their work
  • Strategies for using AI as an enabler of innovation

Moderator:

Tom Hood, CPA, CGMA
EVP – Business Engagement and Growth
AICPA & CIMA

Panelists:

Rachael A. Crump
Chief Accounting Officer
Insight Enterprises, Inc.

Claire Bramley
CFO
Teradata Corporation

2:25 pm - 3:00 pm

WORKSHOP

ROOM 1

Forecast Healthcare Costs Accurately Using Cutting-Edge Technology!

Healthcare Costs are second to only compensation for most businesses and critical to recruiting and retaining our talent.  In this session we will share:

  • What the top cost drivers will be in healthcare in 2024 and beyond, and how to prepare and build a sustainable strategy to manage them.
  • Our financial modeling tools will show you how to determine the RIGHT plan design changes that will deliver the greatest ROI.
  • Cancer is the number one cost driver for employers in the US and we have solutions that will increase quality and drive down waste and costs.

Our presentation sessions are 100% educational and have been rated highly by conference attendees across the country.

Marybeth Gray
SVP, Health & Welfare
Trion, a Marsh & McLennan Agency

2:25 pm - 3:00 pm

WORKSHOP

ROOM 2

5 Common Mistakes Finance Teams Make When Evaluating New Software
  • Delving into what it takes to choose the right tools to drive finance transformation for your organization
  • Understanding how selecting your tech stack is harder than ever now that the impacts of AI and new regulations are just starting to emerge
  • Strategies for conducting a successful software evaluation process including avoiding costly mistakes and optimizing your software investments to transform your finance function
  • Exploring your options: Should you make the safe bet and stick with a legacy solution? Or will the latest market disrupter prove to have a lasting impact?

Rob Konferowicz
Solution Advisor
Wolters Kluwer CCH Tagetik

3:05 pm - 4:15 pm

Pre-Arranged One-to-One Meetings

  • 3:05 pm – 3:25 pm: Meeting Slot 5/Networking
  • 3:30 pm – 3:50 pm: Meeting Slot 6/Networking
  • 3:55 pm – 4:15 pm: Meeting Slot 7/Networking

4:20 pm - 4:55 pm

The Future of Work in Finance with Artificial Intelligence

Victor Casalino
VP and Chief Financial Officer, Americas MCAPS
Microsoft

4:55 pm - 5:55 pm

Leadership Brand Equity: An Inspiring Musical Keynote on How to Build Your Personal Leadership Brand

You can have the best business strategy in the world. An inspired culture eats strategy for lunch.”
—Daniel Myers

In this multimedia presentation including four original songs, Daniel Myers will share his insights and experiences on winning
through passionate inspirational leadership. You will not want to miss this experience as Daniel Myers connects organizational
performance and leadership to the power of passion, using music to illustrate truths that apply to both business and life.

  • How do you create an inspired and passionate culture?
  • Why is passion strategically important to supply chain organizations?
  • How do you identify your passions in life, and how can they inspire others?
  • Discussing the four most powerful ways to inspire others
  • Illustrating the difference leaders make to entire cultures

Daniel Myers
Sr. Fellow at Haslam School of Business
University of Tennessee
Retired EVP of Integrated Supply Chain
Mondelēz International

5:55 pm - 6:00 pm

Chair’s Closing Remarks

Chris Condon
Chief Financial Officer
Scout Motors

6:00 pm - 7:00 pm

Drinks Reception

6:30 pm

Executive Dinner

7:00 pm

Executive Dinner

6 February, 2024

 

7:30 am - 8:20 am

Registration & Breakfast

7:45 am - 8:20 am

BREAKFAST WORKSHOP

ROOM 2

Leveraging Analytics in your Pricing Strategies to Maximize Profitability
  • How companies with pricing initiatives/transformation in place beat their competitors and improve income statement performance
  • How to leverage analytics to standardize contract terms, deal structures, and pricing agreements to create more consistent and favorable negotiation terms
  • How to optimize discounting strategies and measure discounting performance against yourself and your competition
  • How to use analytics to measure success and attribute revenue to pricing and revenue management strategies and initiatives

Colin Carroll
Principal, Commercial Excellence
PwC

7:45 am - 8:20 am

BREAKFAST WORKSHOP

ROOM 3

Making Sense of the AI Hype in Finance

In these turbulent economic times, businesses are looking to their finance organizations to transcend being custodians of cash and serve as strategic partners. AI technologies can help finance become strategic partners, but how do you make sense of all the AI hype?
Join us to learn how finance can use AI to add value, cut costs and save time. We’ll cover some of the challenges, trends and innovations that we’re seeing in the FP&A office. You’ll hear how Oracle Finance and others are embracing data science and AI to work faster and smarter.
You will learn:

  • How to meet the demand for new skills in finance
  • Ways to get past the hype to get value from AI
  • The risks of not embracing AI for finance

Tina Mashiko
SVP, Global Business Finance, Global Applications
Oracle

Wayne Heather
Executive Director, EPM Product Marketing
Oracle

8:25 am - 8:35 am

Chair’s Opening Remarks

Chris Condon
Chief Financial Officer
Scout Motors

8:35 am - 9:10 am

The Future of Finance: Leveraging AI to Transform Finance
  • Understanding traditional AI vs. generative AI
  • AI emergence across the Enterprise
  • Potential AI use cases for Finance
  • AI impacts on Finance talent
  • Where to start with AI

Jill Pemberton
Chief Financial Officer, North America
LVMH Moet Hennessy Louis Vuitton

9:10 am - 9:45 am

Sustaining an Agile and Future-Proof Corporate Strategy
  • Evolving strategy to win in today’s dynamic business environment.
  • How a more competitive and less predictable environment is shortening the relevance and life span of many business models
  • Surviving and thriving: Organizations need to be more forward-looking and agile, with greater rigor over strategic decisions
  • Executing your strategy with an operational model that accelerates momentum, secures value and mitigates risk

Mike Lenz
Former EVP and Chief Financial Officer
FedEx

STREAM 1 CHAIR

Chris Condon
Chief Financial Officer
Scout Motors

J&J

STREAM 2 CHAIR

Tom Hood, CPA, CGMA
EVP – Business Engagement and Growth
AICPA & CIMA

J&J

9:50 am - 10:25 am

CASE STUDY

BREAKOUT ROOM 1

Importance of Driving a Sustainable Cash Culture
  • Cash flow from investor perspective
  • Review of key cash flow generation levers and productivity metrics
  • Capital allocation to support long-term growth and value creation
  • Creating a sustained mindset and behavioral shift in how cash flow generation is managed
  • Improved forecasting and governance to drive greater focus and discipline of cash flow management

Amy Ellixson
Head of Cash Flow Generation Office
Johnson & Johnson

9:50 am - 10:25 am

CASE STUDY

BREAKOUT ROOM 2

Adapting to the Evolving Expectations of Investors and Shareholders
  • How have investors’ interests and behaviors changed in recent years, and what is driving that change
  • Discussing IR’s role as both a spokesperson for the company and a representative of the public’s interest in the company’s performance to internal decision-makers
  • Building a multi-faceted strategy that thinks about how different audiences consume information and make decisions
  • Establishing meaningful metrics to analyze the effectiveness of communications strategies to revise and refine over time

Jeff Siemon
VP, Investor Relations and Treasurer
General Mills

10:25 am - 11:15 am

Pre-Arranged One-to-One Meetings & Refreshments

  • 10:30 am – 10:50 am: Meeting Slot 8/Networking
  • 10:55 am – 11:15 am: Meeting Slot 9/Networking

11:20 am - 11:55 am

WORKSHOP

ROOM 1

Navigating Market Uncertainty with AI and Data-Driven Forecasting

Danielle Marceau, Prevedere’s principal economist, will discuss how to decipher today’s market uncertainty and harness AI and data-driven forecasting. She will share the U.S. economic outlook for 2024, followed by how to begin incorporating this information into your forecasting and planning.

Danielle will also cover the following:

  • Understanding the importance of leading external indicators in forecasting and planning
  • How to identify which key external themes or trends are essential to your business and quantify the impact
  • Navigating volatility and uncertain economic times by monitoring the world’s data in real-time to identity change ahead of your competition

Danielle Marceau
Principal Economist & Sr. Director, Analytics
Prevedere Inc.

11:20 am - 11:55 am

WORKSHOP

ROOM 2

Preventing Payment Fraud: The New Standard in Bank Account Change Controls

Learn how new bank account change controls are being deployed to match the sophistication of fraudsters. In this session, we will share the top 10 Bank Account Change Controls from worst to most effective and the gold standard in bank account change controls.

Discover how you can empower your organization to make informed decisions, protect your operations and secure a resilient future.

  • Learn how ChatGPT is used to automate business email compromise schemes.
  • The latest in FBI data on payment fraud.
  • Which bank account change controls should you never use
  • Our recommended Layers of Protection approach to preventing fraud.

Matthew Morookian
Director of Marketing
apexanalytix

12:00 pm - 12:35 pm

CASE STUDY

BREAKOUT ROOM 1

Charting a New Automotive Course with Both Familiar Practices and Fresh Ideas
  • Sharing insights on finding the balance of past and future: Ensuring a successful survival from start-up to sustainability when restoring an old beloved brand for an all-new electric American future
  • Surviving and thriving: Preparing your organization to be more forward-looking and agile, with greater control and visibility over strategic actions
  • Discussing challenges in our role as leaders in shaping and demonstrating a ‘new’ brand culture

Chris Condon
Chief Financial Officer
Scout Motors

12:00 pm - 12:35 pm

CASE STUDY

BREAKOUT ROOM 2

Fireside Chat: Preparing for a Potential Economic Slowdown
  • Amid ongoing talk of a looming recession, leaders must focus in part on one major category: talent
  • Facing persistent challenges when it comes to attracting, onboarding, developing, and retaining top talent
  • Keeping retention as a top priority in an environment increasingly defined by remote working options
  • How can leaders stay relatively flexible and focused on optimizing areas like compensation, diversity & Inclusion, training and internal development to boost employee satisfaction and prevent burnout?

Peter Filipovic
VP and Treasurer
Starbucks

12:35 pm - 1:35 pm

Overflow Lunch Seating

12:35 pm - 1:35 pm

1:35 pm - 2:10 pm

Power of Harnessing Data in Business
  • Shifts over the last decade in the area of data and analytics
  • Its impact on our value chain and business at large
  • Typical barriers and watch outs as organizations progress on this journey

Pallav Patni
CFO, North America, Kimberly Clark Professional
Kimberly Clark

2:10 pm - 2:45 pm

CFO or COO? Understanding the Evolving Role of a Finance Leader
  • Upskilling new talent: How is this different now from the last decade?
  • Understanding the implications of AI and data analytics on your team development
  • What is expected of finance professionals today and how can we prepare for the future of our roles?
  • Developing a toolkit to support international and geographically diverse teams

Brittany Hill
CFO, Integrated Supply Chain, PPE
Honeywell

2:45 pm - 2:50 pm

Chair’s Closing Remarks

Chris Condon
Chief Financial Officer
Scout Motors