Breakfast Sessions


Start your day with one of our interesting and informative sessions. Brought to you by experts that provide insights to help you save time and work smarter.

Each session offers 1 additional CPE credit.


7:30 am – 8:20 am

Industry 4.0 and BlockChain and the Internet of Things
Presented by BDO USA LLP
Eskander Yavar | Management Advisory Services, National Leader | BDO USA LLP
Sanjay Marwaha | Risk Advisory Services, Financial Services Practice Leader, Managing Director | BDO USA LLP

Macro trends such as The Internet of Things (IOT), Industry 4.0, the digital revolution and the rapid pace of globalization are driving dynamic changes throughout the middle market. Awareness of where you stand in the innovation cycle and your company’s appetite to drive strategic change will be a key part of future success.

In this session, attendees will be able to:
- Assess the validity of a consistent, transparent and relevant corporate strategy around an ever changing technology world
- Understand the innovation curve and how to appropriate plan to take advantage of technology in your space
- Leverage the power of secured data blockchain and bring via secured business intelligence


Transformational CFO: Planning for Change
Presented by Grant Thornton
Chris Stephenson | Business Consulting & Technology Principal: National Co-Leader - Financial Management | Grant Thornton LLP

Elections bring change and the most recent election is no exception. The new administration brings with it business optimism and a perceived rising tide of economic possibilities stemming from deregulation and new legislation.

While the exact agenda is evolving, it is clear that industries with little recent growth can expect that to change, and some industries that have benefited recently might face headwinds. Business transformation can seem daunting, but businesses will need to become more flexible and agile to ride the waves of unpredictability and wring the most value out of growth opportunities. If businesses plan for change now, their agility and reaction to change will be faster and more resilient.

Grant Thornton’s research aims to uncover how finance leaders at leading businesses are adjusting their growth strategy, assessing the maturity of finance and operations, or looking to automate and leverage data within core systems, all in order to turn today’s challenges into tomorrow’s opportunities.


Myths & Misconceptions of Employer Healthcare Plans
Presented by Hays Companies
David Ross | Executive Vice President | Hays Companies

Although many popular ideas about medical plans are based on truths, the complicated issues involved are often misunderstood or oversimplified to the point of being false or misleading. This session seeks to provide a deeper understanding of how many decisions plan sponsors make often have unforeseen and unfortunate consequences. Attend this session and learn:

- Why employers are failing at health plan management
- How "best practices" are repelling the best talent and souring corporate culture
- Why spouses don’t cost what you think and why spousal programs don’t work
- Why your medical plan is managing the wrong population’s health


Preparing for a Liquidity Event
Presented by Workiva
Joseph Howell | Co-Founder and EVP | Workiva

The IPO market is coming back. And while most companies may not have the same buzz as Snap, they can prepare to be as prosperous. This panel will address how companies successfully addressed the challenges of recent IPOs or secondary offerings and how you can benefit from the current wave of excitement.

Led by Joseph Howell, Workiva co-founder and EVP, the panel will touch on a broad list of subjects:

- Practical considerations for navigating the process
- The regulatory environment at the moment
- Assembling the right internal team and controls throughout your organization
- Top U.S. IPO, M&A, liquidity, and financing trends
- Managing publicity and marketing during the buildup to an offering
- Pre-deal roadshows and other JOBS Act considerations
- Understanding the evolving nature of the board of directors and ensuring that all the
  relevant roles are filled
- Importance of technology to ensure efficiency and lower cost of the process




7:30 am – 8:20 am

Implications of potential tax reform on private companies/family owned businesses
Presented by EY
Gino Sasso | Partner Tax | Ernst & Young LLP

Current proposed tax legislation and the effect on private businesses and their owners. Some of the topics will include the potential effects of changes in treatment of capital expenditures, the taxation of international operations and flow-through entities and owners. We will also address proposed changes in business & personal tax rates, limitation on deductions and the border adjusted consumption tax.


Technology Drivers Impacting Enterprise Performance Management
Presented by Infor
Jim Perry | Director, EPM Practice Strategy | Infor

The role of the CFO is changing. It’s become more strategically-focused, more value-focused, and more future-focused. The modern CFO must approach strategy formulation and performance monitoring in a manner than goes beyond reporting to provide accurate, actionable business insights.

It is widely recognized that modern finance organizations must advance beyond rigorous planning and budgeting tasks to building business acumen and designing effective collaboration models. To deliver on this value proposition finance must provide planning solutions that link performance analyses and operational metrics to financial plans and forecasts.

This session will present the technology drivers impacting adoption of Enterprise Performance Management solutions to systematize business planning and consolidation; profitability management; and compliance functions to drive collaboration across the enterprise and bridge the gap between Finance and Operations.


The digitization of business and how artificial intelligence is redefining financial reporting and auditing
Presented by KPMG
Marc T. Macaulay | Cognitive Audit Leader | KPMG

Artificial intelligence is not just science fiction anymore. Increasingly, AI – also referred to as cognitive technology – is increasingly being used in business to improve operational processes and support management decision making. It’s processing power and analytical capacity are also being directed toward financial reporting and auditing where its use will help redefine the insights and value financial data can offer. This session will explore some of the technological advancements, obtainable insights and key concerns that are part of an organization’s digital journey. Specifically, we will look at the personnel, skill sets and capabilities required to successfully implement digital transformation in reporting, and the impact those choices will have on digital readiness and ultimately the audit of the financial statements.


Succession Planning as a Key Business Strategy
Presented by Microsoft
Leah Colson | Director of Executive Talent Management | Microsoft

Succession planning often emerges as a fiduciary requirement or an exercise put in place after an unexpected executive departure. High impact succession management is an approach that enables an organization to identify, assess, develop and engage talent in order to proactively plan for the future business needs, and respond quickly to change. This session will explore how our evolution to a more integrated succession management approach will better support our future business needs while engaging key talent in alignment with our culture.