Complete Agenda


Sunday, April 23


6:00 pm – 10:30 pm

Summit Opening Reception | Financial Executive of the Year Awards and
Casino Night
| Details

Large Private Company
Category Sponsor
Small/Mid-Size Public Company
Category Sponsor
Robert Half

Monday, April 24


7:00 am – 5:00 pm


7:30 am – 8:20 am

Breakfast Sessions | Details

4 available – 1 additional CPE credit each

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


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.


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

Moderator Joe Howell and panelists will address how companies successfully addressed challenges of an IPO or secondary offering, and what you need to know as you plan your process. The panel will cover:

- Current U.S. IPO, M&A, liquidity, and financing trends
- The current regulatory environment
- Practical considerations for navigating the process
- Assembling the right internal team and controls throughout your organization
- 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
- Using technology to improve efficiency and lower cost of the process


10:00 am – 10:30 am
Networking Break in Exhibit Hall

Sponsored byLedgent

10:30 am – 11:20 am

Innovation Tracks | Details

3 tracks available - choose 1:
Technical Skills and Tools; Expertise Expansion; and Executive Leadership


Transform Value with Analytics and Digital Strategies
- Technical Skills and Tools
Richard Cline | Advisory Managing Director | Grant Thornton

Is your organization confronted with new tools and technologies on a daily basis? With the ever increasing use of analytics to synthesize and make sense of data, your options are growing daily. However, undertaking a digital transformation requires a sound strategy even more than a technical platform. Listen to two of our firm’s analytic leaders describe how our clients are creating effective digital strategies to transform their organizations.


Making the Leap: Transitioning to CFO - Expertise Expansion
Paul McDonald | Senior Executive Director | Robert Half

Many senior-level finance professionals aspire to join the C-suite. Beyond technical expertise, the move requires a broader business view, expanded influence and heightened visibility.

Paul McDonald will describe what it takes to make the jump to CFO. The discussion will cover what’s different for finance professionals when they reach the CFO ranks, the technical and nontechnical attributes needed to get there, and how current controllers and vice presidents can enhance their professional marketability – and their chances of being tapped for this prestigious position.


Driving Organizational Change - Executive Leadership
Melissa Vuernick | Executive Director, Leadership
and Professional Development U.S. | Kaplan

Change starts at the top. If as an executive leader, you are unable to support organizational change, how can your direct reports and their teams move forward? This session will focus on an executive leader’s responsibility at each stage of transition throughout a change initiative—what they can do to positively influence others’; how they impact the speed of adopting new systems and processes; and how to uphold an agile culture reflective of the company’s values and vision.


11:30 am – 12:20 pm

Innovation Tracks | Details

3 tracks available - choose 1:
Technical Skills and Tools; Expertise Expansion; and Executive Leadership


Leading Finance Teams in a Digital Era - Technical Skills and Tools
Colby Connor | Partner | PwC Advisory Services

New technologies, including democratized analytics, cloud solutions, and robotic process automation are becoming predominant in critical business areas, including finance. These trends can be a tremendous help in the quest to keep quality high and cost low - but only if they're balanced with the right set of organizational skills and a strong culture of business partnership. Attend this session to gain insight into how new technologies are changing how teams are managed.


Building Key Partnerships/Managing Relationships with Internal and External Resources - Expertise Expansion

Stephen Kasprisin | Chief Financial Officer | MagnaFlow

A panel of CFOs and CEOs discuss how to build networks required to succesfully deal with the internal and external issues facing today’s financial executives. Drawing on their own experiences, the panelists will merge insights into action and offer practical strategies for growth and success.


The CFO: Becoming a Strategic Partner - Executive Leadership
Jenna Fisher | Managing Director | Russell Reynolds Associates

The value of the CFO continues to expand in today’s business landscape. In addition to driving cost efficiencies and identifying profitable sources of revenue growth, CFO’s must be able to provide key input on the direction of the company. Today’s CFO must have a deep understanding of strategy, leadership skills and be an effective communicator with all stakeholders. Attend this panel presentation and gain insight to help elevate you into a more effective business partner.


12:20 pm – 1:20 pm
Networking Luncheon in Exhibit Hall


1:30 pm – 2:35 pm
Ideas Worth Sharing

Attend this session and hear burst size talks designed to stir your curiosity. Each presenter will share well- formed ideas in under 18 minutes that are personal, takes us on a journey, and are concise. Hear the presenters share their “ah-hah”! moments when sharing their ideas.

Dr. Dennis Rebelo, Ph.D. | Chief Learning Officer | Financial Executives International
Managing Self Development in a World of Complexity
This talk invites you to consider how learning happens and doesn't work today, where you are in the mix of integrating learning at work and how to build your portfolio of leadership learning experiences in a way that energies versus depletes your motivation through a values-based formula developed by Dr. Dennis Rebelo.

Andrej Suskavcevic, CAE | President and Chief Executive Officer
Financial Executives International
Leadership Lessons from Children
As children grow they exhibit behavioral qualities that are raw and powerful. Over time, family, schools, and society influence these qualities and normalize behavior. We will explore the behaviors of children and how, if applied to adult situations, these behaviors can help develop core leadership competencies.


2:40 pm – 3:30 pm

Innovation Tracks | Details

3 tracks available - choose 1:
Technical Skills and Tools; Expertise Expansion; and Executive Leadership


Growth of FinTech: Making the Leap to New Technologies
- Technical Skills and Tools
Loren Mahon | VP Finance Systems | CEO Office at Oracle

FinTech (financial technology) has become the latest industry buzzword and can mean anything from a free crowdfunding app or a multi-million dollar corporate accounting system. This session will review some of the new technologies that create operational success and review best practices for making the jump to these new technologies.


Assess and Enhance Your Personal Leadership Style
- Expertise Expansion
Melissa Vuernick | Executive Director, Leadership
and Professional Development U.S. | Kaplan

Good news…there is no perfect leadership style. It is up to you to know and match your strengths, gaps, values, beliefs, personality and tendencies to a style that works for the environment in which you’re expected to lead. You are responsible for growing teams that have individual contributors and leaders too. A company’s talent retention strategy depends on your style and daily decision-making capabilities.


Managing Successful Mergers and Acquisitions - Executive Leadership
Natalie Brader | Managing Consultant, M&A Integration and Divestitures | RGP
Ed Pisarchick | Director, Mergers and Acquisitions | RGP

Mergers and Acquisitions (M&A) are exploding in numbers worldwide, and the trend is likely to continue. Unfortunately, many transactions fail to generate expected value or return on investment due to poor due diligence, integration challenges and other unforeseen hurdles. M&A can be an effective growth strategy. Or it can be a hot mess. Gain insights from experienced M&A professionals to maximize strategic value.


3:30 pm – 4:00 pm
Networking Break in Exhibit Hall

Sponsored byAvalara

4:10 pm – 5:05 pm
Afternoon Keynote: The Shocking Truth Executives Need to Know About Protecting Your Private Data
Mike Foster | Founder & CEO | Foster Institute

Normally, you rely on your IT professionals to keep your network safe. Unfortunately, IT is such a big world these days, your IT professionals may not be aware of what could cost you and your business millions. Mike Foster has discovered that the vast majority of companies he reviews have at least one major bleeding artery they weren't even aware of previously. Often, those are the companies where IT professionals, at the beginning of the day, were certain that no vulnerabilities would be found. Mike will explain in plain English the shocking truth about how un-secure your business and vital systems likely are—and the critical questions you must ask your IT professionals to ensure that you are safe. Learn the top 12 key strategies you must review and implement with your IT professionals to insure that your essential information, network and assets are protected.


5:05 pm – 6:30 pm
Reception in the Exhibit Hall


Tuesday, April 25


7:00 am – 2:00 pm


7:30 am – 8:20 am

Breakfast Sessions | Details

4 available – 1 additional CPE credit each

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.


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.


8:30 am – 8:40 am
Opening Remarks


8:40 am – 9:45 am

Morning Keynote Address | Get Big Things Done: Unleash Your Connectional Intelligence
Erica Dhawan | Founder & CEO | Cotential

We typically associate success and leadership with smarts, passion and luck. But in today’s hypercompetitive world, even those gifts aren’t enough. Strategist Erica Dhawan argues that the game changer is a thoroughly modern skill called Connectional Intelligence (CxQ). Virtually anyone can maximize his or her potential, and achieve breakthrough performance, by developing this crucial ability. This session will help you understand the practice of using connectional intelligence as the key to professional success and leadership in the 21st century. You will learn from real-life stories and leave with an action plan to become a power player in your organization.


9:50 am – 10:20 am
Networking Break in the Exhibit Hall                                                             

Sponsored byCoupa

10:30 am – 11:20 am

Innovation Tracks | Details

3 tracks available - choose 1:
Technical Skills and Tools; Expertise Expansion; and Executive Leadership


Accounting Change – How Private Companies can plan for the adoption of the new revenue recognition and lease standards - Technical Skills and Tools

Private Company Accounting is facing new challenges and new directions. The Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) have released the new revenue recognition standards and lease accounting standards. These new standards and accounting changes will impact activities well beyond financial reporting. Understand how these new requirements will impact your company.


Details coming soon - Expertise Expansion


2017 CFO Outlook –Looking Ahead - Executive Leadership
Dr. Ajit Kambil | EGlobal Research Director | Deloitte

In this session, we will look to the future – 2017 and beyond to explore how CFOs will engage within their organizations. The current state of the finance function and the CFO’s role in driving enterprise performance in the future will be discussed. Attend this session and gain insight into where CFOs will play 5-10 years from now.


11:20 am – 12:20 pm
Afternoon Keynote/Closing Remarks | D.I.Y. Innovation
Sekou Andrews | Poetic Voice, Founder & CEO | Sekou World Inc.

Companies large and small grapple with how to face disruption and inspire a culture of innovation. Sekou Andrews offers a creative perspective on embracing failure, encouraging unconventional thinking and being the kind of leader who walks your innovation talk. This hilarious and powerful presentation will impact your mindset on a business and personal level, as Sekou shares his own story of creating cutting edge style of communication.


12:20 pm – 1:30 pm
Networking Luncheon in the Exhibit Hall


1:35 pm – 4:30 pm

Post-Conference Leadership Immersion Workshops | Details

Choose 1 | 3.5 CPE Credits available

Enhance Your Executive Communication & Presence: Speak and Present with Passion, Persuasion and Pizzazz
Maria Guida | President of Successful Speaker Inc | Executive Coach

Whenever you speak for business, you are on stage; listeners are forming an impression of you from even the most subtle aspects of your delivery style. In this highly-interactive program, you will learn techniques to enhance credibility, leadership presence, and the power to influence: deepen interpersonal connection and trust; speak with authenticity; engage listeners with the power of stories; and think quickly on your feet. During the session, participants will have an opportunity to practice and receive feedback on your delivery style.


Rational Rainmaking Strategies for Financial Influence Business Development and Influencing Skills for Financial Experts
Ed "The Rainmaker" Robinson | CEO | Robinson Performance Group

Whether you are a CFO, Financial Director, Controller, Financial Advisor or a developing financial professional, it is imperative that you master the art of financial influence and building the skills of a relational Rainmaker.

This powerful, interactive program provides participants with the skills to design a structured process for developing long-term, mutually beneficial client relationships along with strategies for becoming financial influencers and Rainmakers (client developers within your organizations). You will walk away with over a dozen skills, processes, and tools to grow your organization and impact your career.

Agenda topics and timing subject to change