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

Day Two, Monday, February 25, 2019

8:00 am - 8:30 am Networking Breakfast

8:30 am - 8:35 am Chairperson Opening Remarks

Collaboration and teamwork are central to business success in any market. But in today’s fast paced world, CFOs, Chief Technology Officers (CTOs) and Chief Information Officers (CIOs) are beginning to realize the mutual benefits of working in close partnership. This shouldn’t be too surprising. Digital technology is playing an ever more important role for all organizations. The role of the CFO has advanced to be more involved with the technology of the organization. The involvement of the two “roles” has created the fintech movement. Fintech is the new technology and innovation that aims to compete with traditional financial methods in the delivery of financial services and financial reporting.

In this panel, we will explore the relationship between the CFO, the CTO, CISO, and the CIO and focus on the contribution that CFOs are making to:

•Establishing information strategy, architecture and processes
•Creating an analytics-driven organization
•Transitioning to a digital IT function
•Managing cybersecurity
•Assisting in the decision making process

Diego Ribeiro

Hitachi Rail


Scott Silberlust

VP, Administration
Northwell Health


Andre Carvalho

Head of FP&A
Novartis Pharmaceuticals

Blockchain technology is like the internet in that it has a built-in robustness. By storing blocks of information that are identical across its network, the Blockchain cannot be controlled by any single entity and has no single point of failure. In other words, it truly is a mechanism to bring everyone to the highest degree of accountability due to no more missed transactions, no human or machine errors, or even an exchange without the consent of the parties involved.

Great! But how is Blockchain being utilized in companies today? And what was the process involved for successful utilization? This session will dive in to a company utilizing Blockchain and explain:

•The CFO's Role and Involvement
•What Drives the Decision to use Blockchain?
•Lessons Learned

Bob Kolodgy

Executive Vice President and Chief Financial Officer
Blue Cross Blue Shield Association

10:00 am - 10:30 am Business Meetings

10:30 am - 11:00 am Business Meetings

11:00 am - 11:15 am Networking Break


11:15 am - 12:00 pm Utilizing Advanced Data Analytics to Advance Your Company
While the traditional analytical tools that comprise basic business intelligence examine historical data; tools for advanced data analytics focus on forecasting future events and behaviours. It is no longer enough to present data on past or even current events, companies must be able to discuss the future of the company to uncover new customer behaviour patterns, revenue opportunities, and other strategies. Advanced data analytics is a broad category that can be used to help drive changes and improvements in business practices. This session will assist you to:

•Hear about solutions that are produced from advanced data analytic tools that outshine traditional data analytic tools
•Understand why finance departments are demanding more self-service analytics
•Learn about specific manual processes that are now handled through tools to produce results


11:15 am - 12:00 pm How CPM 2.0 Applications Enable True Finance Transformation
Craig Colby - Founder, OneStream
Finance Transformation has been the mantra for CFOs and financial executives for many years.  But are we really achieving making progress in moving from backwards to forward-looking?  Improvements to ERP, CRM and HCM systems have helped many organizations improve their transactional processes.  However, many are hindered in gaining efficiencies in their financial reporting, planning and analytic  processes due to reliance on spreadsheets and legacy corporate performance management (CPM) applications.    
CPM 2.0 applications are designed to address the same business problems as CPM 1.0, but with an architectural approach that addresses many of the pitfalls of CPM 1.0 solutions – enabling true Finance Transformation.  Learn how CPM 2.0 applications enable Finance teams to shift more time to value-added analysis, partnering with lines of business, and improving alignment and decision-making across the enterprise.  
If you want to add some bullet points, then we can say “Session topics include, but are not limited to:”
•How are organizations doing in achieving Finance transformation? What’s holding you back?
•How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
•What are the most critical Finance processes that require modernization?
•How are you acting as the change agent for your organization in aligning Finance and Operations? 
•How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?
•How is your finance department leveraging FinTech to gain competitive advantage and drive innovation?


Craig Colby


12:00 pm - 12:30 pm The Significance of a Successful Enterprise Resource Planning (ERP) Optimization Strategy

Enterprise Resource Planning (ERP) software is one of a number of software platforms that bring together customer relationship management, accounting, core HR, and supply chain management features together in a single software. In addition to department specific modules, many ERP platforms are specifically designed for particular industries like manufacturing, field service, or technology. Industry-focused ERP systems package helpful features together, and may offer a useful starting point for those new to ERP software. ERP software allows teams to consolidate their tools into one unified system. Instead of paying for separate subscriptions for a supply chain management, core HR, CRM, shipping, and inventory software, teams pay for a single platform that handles each of these tasks in a centralized system. Depending on the company’s size and complexity, reducing the number of software system subscriptions can significantly cut the monthly overhead.

In this session we will learn how this company utilizes their ERP system to its highest of capabilities to increase efficiency and cut monthly costs. See how to:

•Discover how ERP Software can be the focal point for managing all aspects of the business
•Understand the importance of selecting the correct tool for your organization
•Expectations of a well planned rollout of a new ERP system

12:30 pm - 12:35 pm Introduction to Roundtables

Each roundtable leader will give a brief introduction to their session

12:35 pm - 1:35 pm Networking Lunch

Roundtable A

1:35 pm - 2:20 pm Utilizing Proper KPI Software Will Allow a CFO to Efficiently Track the Company's Metrics
Installing proper software is vital to the CFO being able to successfully communicate a company’s financial health. Additionally, having the best software installed can produce instantaneous results that are often essential for a CFO when delivering updates.

Roundtable B

1:35 pm - 2:20 pm Utilize Business Intelligence (BI) Tools to Help Shape the Future of the Company
Today’s CFO is expected to be able to communicate the future outlook of the company. By utilizing the proper BI tool for your industry, you can stay in the forefront and instil that confidence that is expected.

Roundtable C

1:35 pm - 2:20 pm Selecting the Correct Technology to Improve a Company's Internal Efficiencies and Enhance Public Image
Sound decisions will lead to improved internal efficiencies and a positive public image.

2:25 pm - 2:55 pm Business Meetings

2:55 pm - 3:25 pm Business Meetings

3:25 pm - 3:40 pm Networking Break


3:40 pm - 4:25 pm Robotic Process Automation (RPA) In Action
We have all heard the buzzwords “RPA takes the robot out of the human”. Any company where people are performing high-volume, highly transactional process functions, will boost their capabilities and save money and time with robotic process automation software. But how has it actually been accomplished in a company? Are companies seeing a positive effect of the “robot” being removed from the human? This case study will show a step by step look at how this company utilized RPA from idea creation to implementation to displaying results. Listen in to:

•See how the RPA solution was created and executed
•Understand how results have been tracked
•Learn how this organization made changes based on their RPA process
•Review how RPA was, or was not, successful 


3:40 pm - 4:25 pm Are We Ready For How The New Lease Standards Interact?

Some are calling the new FASB and IFRS standards the biggest accounting change ever. Trillions of dollars of real estate and equipment leases will move onto the balance sheet, impacting everything from financial metrics and debt covenants to purchasing strategies and executive compensation. Few companies are prepared for these new standards, which start to take effect in 2019.

4:30 pm - 5:00 pm Case Study: Artificial Intelligence (AI) is Changing the Corporate World

AI provides finance teams within organizations the power and ability to transform and streamline some of their most fundamental financial processes. The challenge for many, however, is not only to identify and adopt the best AI technologies but to reshape and rethink their operating model and talent development to take advantage of AI’s transformative capabilities. In this session we will hear how this company has adopted AI in to their every day business. Here we will:

•Understand the future of AI and its involvement in the finance department
•Learn of the expectations of how AI will replace human intervention. In as little as three years, up to 85% of corporate customer service channels will utilize artificial intelligence to communicate with their customers.
•Realize how AI will advance human capabilities. More than 30% of all corporate executives are using voice recognition software to help make their lives easier and to perform certain tasks faster.
•Learn what the CFO’s accountability is for an AI misstatement that results in a regulatory non-compliance issue

5:00 pm - 5:30 pm Business Meetings

5:30 pm - 6:00 pm Business Meetings

6:00 pm - 6:45 pm Women's Power Panel

Jenny Smith - CFO, Kaiser Permanente
Careers in finance include the ability to make a difference, learn and innovate. Explore the opportunities and challenges of the gender gap in finance with case studies and statistics. In this session, delve into the gender gap in the C-Suite and effective ways to support and grow workforce diversity and inclusion.

Jenny Smith

Kaiser Permanente

6:45 pm - 7:15 pm Networking Cocktail Reception