February 24 - 26, 2019
The Ritz-Carlton Coconut Grove, Miami, FL

Day One, Sunday, February 24, 2019

11:00 am - 11:40 am CFO Exchange Registration

11:40 am - 11:50 am Welcome Orientation

11:50 am - 12:00 pm Chairperson's Opening Remarks

12:00 pm - 12:30 pm The Economics of the World and What We Could Expect Next The Economics of the World and What We Could Expect Next

As we look at the future of the national and global economy, we wonder where everything is heading. Companies are trying to determine where to grow their business, where to manufacture their products, where to house their employees, and even where to house their corporate headquarters. Forward thinking CFOs are trying to be on the forefront of their company’s economic future rather than being forced in to decisions. Gain insights into the economic future and how to future proof the enterprise. In this keynote, we will learn:

•How a major corporation is taking strategic steps towards continued globalization
•Why the global economy is becoming more condensed
•What it means to future proof your company for flexibility of global economic changes

12:30 pm - 1:00 pm Planning for the Future in Today’s Global Economy Planning for the future in today's global economy

Managing rapid change wrought by politics, technology, and social media is testing the business world's best and brightest. Explore a world-wide manufacturer’s plans for the future in an Economy that is far from predictable. With a corporation that employs 235,000 globally, slight ticks in the economy can cause drastic economic changes for the company. In this case study, we will hear: 

•How the global manufacturer is preparing for the future in an ever changing economy
•What the Impact of the proposed and imposed tariff changes means 
•Exactly how the enterprise facilitates its production facilities, distribution partners, and dealers in growth markets around the world

1:00 pm - 1:50 pm Networking Lunch

1:50 pm - 2:20 pm A Global Corporation and the Impact of Tariffs

Sherry DeMeulenaere - EVP, CFO, and Treasurer, OSI Group, LLC
The current U.S. administration has proposed and imposed tariffs affecting companies that operate on a global level. CFOs of companies that import and / or export are preparing for the impact on their company’s financials. Here we will hear from a large global food manufacturer and how their company has been affected and preparing for the proposed and imposed tariffs. Join in on this case study to learn:

•How OSI manages economic changes, as OSI has facilities in 17 countries
•How the proposed and imposed tariff changes affected OSI
•How OSI plans for any future economic shake ups

Sherry DeMeulenaere

EVP, CFO, and Treasurer
OSI Group, LLC

2:20 pm - 2:50 pm Advancing Technology... Daily Digital Disruption!

There’s a revolution brewing in finance departments. Activist investors are pressuring companies on costs just as digital disruption and mounting complexity take their toll. These forces are causing companies to call on their finance teams to move beyond their traditional roles as number crunchers. The timing could not be better for CFOs to deliver on this mandate. Automation has drastically streamlined manual processes, giving CFOs more time and money to invest in what matters most, while advanced analytics, artificial intelligence, and other developments enable them to make speedier, better-informed decisions. The stage is set for a CFO to become a company’s internal challenger and proactively identify new technology opportunities. Here we will explore: 

•How technology and finance can work together in balance
•Why it is necessary that the CFO role has changed over the past years to become more technology focused
•The importance of staying abreast of technology enhancements affecting finance departments


2:55 pm - 3:40 pm Future of Financial Reporting
There is a general view that manually generated intensive corporate financial reports have become too long and complex; disclosures have reached an unmanageable volume, and that too much non-financial information is included. A company’s financial statements are an important management tool that communicates past successes as well as future expectations – vital when attempting to attract investors. Investment firms use technology to such an extent that financial reporting will almost certainly have to change to meet their new demands. This session will allow you to:  

•Learn what companies are providing today
•Understand the complexities of today’s reports
•See what reports will look like in the future with the use of technology
•Hear about technology tools that are available to assist in making financial reports more attractive to investors


2:55 pm - 3:40 pm Rolling Forecast vs. Traditional Budgeting
Gone are the days when annual budgeting and planning steered the business, with only predictable, minimal budgeting changes. With increasing competition and a changing economic environment, companies need a better way to predict the future. As a result, rolling forecasts will keep you ahead in the fast paced world of business. Unlike static budgets, rolling forecasts are updated regularly throughout the year to reflect changes in the industry or economy. This session will help you:

•Understand industries that utilize 24 month forecasting now
•Understand how many man hours go in to producing a traditional budget
•Realize the importance of a rolling forecast
•Learn about technology tools that are available to assist in making financial reports more attractive to investors

3:40 pm - 3:55 pm Networking Break

3:55 pm - 4:25 pm Business Meetings

4:25 pm - 4:55 pm Business Meetings

4:55 pm - 5:25 pm Business Meetings

Human Resources and Finance are closely tied. Particularly now, as newer people-focused technologies like artificial intelligence, automation, and digital workforce management tools enter the picture, HR is finding itself working with the Finance team more than ever before in order to secure the best talent for the finance department. Here we will learn about: 

•Recruitment challenges and solutions
•Retention challenges and solutions
•Preparing the career path for a new finance staff hire

Patricia Shannon

AARP Foundation


Tomasz Nowakowski

VP, Finance
Red Bull


Tricia Tolvar

Executive Vice President, Chief Financial Officer

Ignite Sessions

6:15 pm - 6:25 pm Moving from Static Financial Reporting to Dynamic Story Telling; Gaining Comprehensive Insights about your Business Performance
“Storytelling” is a lot more than distributing your monthly financial statements with some footnotes. It is supposed to be interactive and should contain input from different operational departments. A story of performance compares business performance with the long or short term strategy using visualizations that emphasize outliers.

Ignite Sessions

6:25 pm - 6:35 pm Financial Close Best Practices, What Every CFO Should Know!
For many companies, the financial close is like electricity  ̶  it’s expected to function flawlessly and doesn’t get much attention unless something goes wrong. While that approach may work in the short term, there are well-documented benefits to putting the technology and processes in place for a more efficient and error-free close.

Ignite Sessions

6:35 pm - 6:45 pm Mergers & Acquisitions Consulting - Where Do We Start?
The question isn’t whether to make deals but how to do them so that they create justifiable value. Use Mergers & Acquisitions as an integral part of your global growth strategy; plan for economic opportunities long before they arise; and build a repeatable acquisition model refined through frequent, continuous deal making.

6:45 pm - 7:15 pm Networking Reception