Day Two, Monday, February 26, 2018

8:30 AM - 9:00 AM Breakfast

9:00 AM - 9:05 AM Chairperson's Remarks


Sponsored by: rapid! PayCard

As finance organizations are under constant pressure to perform, comply, innovate and embrace the digital era, which behaviors and processes must CFOs develop across their teams to transform into a world-class finance organization? How do you develop a career progression plan to meet the needs of a modern finance workforce? How do you develop a performance culture and make diversity a fundamental part of your success? Our attendees will provide examples on how they are developing their teams and ensuring a successful pipeline for the future.
· Highlight the growing complexities of the role and the new demands of business partnering, strategic advisory and organizational leadership
· Recognize the characteristics of a strategic finance leader and learn how to upskill internal talent and develop career paths to move from transactional to consultative
· Discuss the impact of millennial talent - their needs, expectations and leadership styles- and how to ensure the right experiences and opportunities are available to the next generation
· Discuss the challenges of sourcing finance talent outside of the biggest cities
· Discuss the growing importance of diversity in the workplace

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Michael Coyle

Managing Director, Finance
The Depository Trust & Clearing Corporation
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Tomasz Nowakowski

VP, Finance
Red Bull

David DeFreitas

Group CFO - Corporate Services
Caterpillar, Inc.

9:55 AM - 10:35 AM Finance Transformation: Driving Enterprise-Level Value Creation

Michael Coyle, Managing Director, Finance , The Depository Trust & Clearing Corporation
Seasoned finance executives understand that transformations are an iterative cycle, not a finite process. The role of finance will continue to evolve as organizations make greater strides to drive business strategy and growth. Leveraging a number of strategies and processes, hear how the DTCC is leading transformational enhancements to capabilities around budgeting, decision support and cost reduction. These efforts are consistently providing proactive, data-based, strategic and operational insights that help drive enterprise-level value creation.

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Michael Coyle

Managing Director, Finance
The Depository Trust & Clearing Corporation

10:40 AM - 11:10 AM Business Meeting

11:10 AM - 11:40 AM Business Meeting

11:40 AM - 12:00 PM Networking Break

Digital transformation is more than just technology. It is the essential, intentional and deliberate disruption of people, processes and technology to enable alignment with a company’s strategic vision. During this panel, attendees will highlight the disruptive forces impacting finance, including; intelligent automation, operating model effectiveness, new revenue streams, talent management and how to condition the organization for change.

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Dhiraj Cherian

CFO
Panasonic Automotive
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Bernardo Goarmon

EVP & CFO
EDP Renewables
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Kerstin L. (Valdés) Benden

CFO - Consumer Business
Georgia-Pacific

12:50 PM - 1:50 PM Lunch

1:50 PM - 2:20 PM Advances in Technology Are Driving an Unstoppable Shift to an On-Demand Culture

People now expect and demand similar modern solutions in financial services, including delivery of Corporate payments such as wages and tips. Static timelines for fixed paydays and rigid schedules for payouts are moving to a new payment solution that appeals to your employees’ desire for getting things on-demand. The new model enables individuals to access wage payments whenever people want it, with disbursements to any personal debit card, rapid! PayCard or other financial account (including any brand of PayCard). Join our sponsor - rapid! PayCard - to learn about an innovative Hosted SimplyPaid Platform that will enable your businesses to adopt modern payment solutions. Don’t get left behind by the competition!
Advances in technology are driving an unstoppable shift to an on-demand culture.
· Services that were traditionally set to fixed schedules are becoming available anytime, on demand.
· The morning newspaper and the 9:00PM movie showing are being eclipsed by the convenience of instant delivery
People now expect and demand similar modern solutions in financial services, including delivery of Corporate payments including Wages, 1099, Off Cycle, Adjustments, Separation Payments, Accrued Wage Payments and Tips.
· Static timelines for funds disbursement, fixed paydays, and rigid schedules for payouts are moving to a Netflix-style model that enables individuals to access wage payments whenever people want it, with account access through any personal electronic device.
Businesses must adopt modern 50 state compliant payment solutions or get left behind by the competition.

Sponsored by: rapid! PayCard

2:20 PM - 2:35 PM Ignite: Automate Your Way to a Faster, More Reliable Financial Close

It can be difficult to have a robust and an error-free financial close process when the reconciliation process is manual. In addition, disparate data sources and the lack of a single version of truth can make the financial close process a nightmare. Join us in this Ignite session as we discuss the benefits of automating reconciliation and the path to achieving a faster and a more reliable financial close.

Sponsored by: Fiserv, Inc.

2:40 PM - 3:10 PM Business Meeting

3:10 PM - 3:40 PM Business Meeting

3:40 PM - 4:00 PM Networking Break

Plenary

4:00 PM - 4:55 PM Effective Leadership & Developing The Next Generation of Leaders

David DeFreitas, Group CFO - Corporate Services , Caterpillar, Inc.
Effective leadership is essential to a company’s success today and for years to come. It can engage employees in ways that can give your company a true competitive advantage. To unlock the power of effective leadership, we will look at the difference between being a manager vs. an effective leader, the keys to engaging your employees to achieve more than they thought possible, how you can develop the next generation of leaders for your company, and keys to you and your employees living a successful and rewarding life.
· Understand the difference between managing and leading
· Receive the keys to engage your employees to achieve maximum productivity and results through situational leadership
· Learn to develop the next generations of leaders for your company
· Build important messages for your employees – keys for them to have a successful career and life (unleash their passion)

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David DeFreitas

Group CFO - Corporate Services
Caterpillar, Inc.

5:00 PM - 5:30 PM Business Meeting

5:30 PM - 6:00 PM Business Meeting

6:00 PM - 6:30 PM Cocktail Reception

6:30 PM - 7:30 PM Dinner


Sponsored by: rapid! PayCard