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

Day Three, Tuesday, February 26, 2019

8:00 am - 8:45 am Networking Breakfast

8:45 am - 8:50 am Chairperson Opening Remarks

Together with the structure and approach of companies, the role of today’s CFO is evolving. Similar to other management positions over the past few years, this corporate function has extended beyond the core responsibilities of audit and compliance, financial reporting, treasury, planning and capital structure. Now we witness many CFOs playing a stronger role in portfolio management and capital allocation on a corporate level. It is not uncommon for CFOs to be voted more confident in communicating with investors or the board of directors due to their vast outlook across multiple levels of the company and valuable insight into its financial operations and objectives. An in-depth look at the chemistry of a millennial CFO reveals the following qualities as necessary prerequisites for successfully leading the company forward:

•Analytical Insight abilities
•Intelligent Risk Management
•Embracing and Executing Innovation
•Integrated Talent Management
•Management of Political Changes

Keith Davidson

VP of Finance
Amerisource Bergen-ICS


Jenny Smith

Kaiser Permanente

9:35 am - 10:20 am CFO Technology Deep Dive... An In Depth Look at the Leading Technologies

The CFO Exchange covered a wide range of relevant technologies of today and what is on the horizon for tomorrow. Listen in and learn about what was discussed and what you should be focusing your finance staff on for the near future.

10:25 am - 10:55 am Business Meetings

10:55 am - 11:25 am Business Meetings

11:30 am - 12:00 pm Practical Steps in Sustainability

Economic, regulatory, and political developments all impact the enterprise and the office of the CFO. Discuss which sustainability practices are having the greatest impact and practical insights that will empower the enterprise. This interactive discussion explores how environmental, social and governance affect finance. Share ways to partner with stakeholders in the sustainability journey including innovative offerings. 

12:00 pm - 12:30 pm A Deep Dive Session and Q&A with the CFO Exchange Speakers

This is an interesting end of the CFO Exchange wrap up to hear from the Keynote Speakers and to hear what they have learned from the Exchange. This is also a Q&A session for the Attendees to ask any of the Keynote Speakers any questions.

12:30 pm - 12:35 pm Closing Remarks Chairperson

12:35 pm - 12:35 pm Conclusion of the CFO Exchange