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2020 Financial Leadership Summit Virtual Conference

Agenda

 

Day 1 - Tuesday, October 6 | 10:00 am - 4:00 pm Eastern
Day 2 - Thursday, October 8 | 10:00 am - 4:15 pm Eastern
Day 3 - Tuesday, October 13 | 10:00 am - 4:00 pm Eastern
Day 4 - Thursday, October 15 | 10:00 am - 4:15 pm Eastern
Day 5 - Tuesday, October 20 | 10:00 am - 4:00 pm Eastern
Day 6 - Thursday, October 22 | 10:00 am - 1:30 pm Eastern

*Agenda topics, timing and speakers subject to change.

 

Day 1 - Tuesday, October 6 | 10:00 am - 4:00 pm Eastern

10:00 am – 11:00 am Eastern

Vendor Sessions

 

High Deductible Health Plans & How to Avoid Costly Health Plan Mistakes
If your company currently has a High Deductible Health Plan (HDHP) you need to know this. If you’re considering an HDHP you should really hear this first. If you have no interest in implementing a HDHP, good for you, you should still see this. If you don’t know what a HDHP is, you will find this very informative.

In this session, you’ll learn:

  • How the industry benchmarks are wrong and driving the costs of your health plan higher 
  • How to structure your medical plan offerings to increase the value of benefits and reduce costs 
  • Why you shouldn’t trust the solutions the industry is providing for increased Rx costs 
  • 84% of employers offer a High Deductible Health Plan - the other 16% are right 

Speaker:

  • David Ross | Executive Vice President | Hays Company
 
Session 2
More information to come.
 
 

11:15 am – 11:30 am Eastern

Opening Remarks

Speakers:

 
 

11:30 am - 12:30 pm Eastern

Staying Positive Through Unprecedented Change
Are you feeling abnormally stressed out? Maybe working from home has introduced unexpected interruptions and habit changes? Is your team remaining accountable and productive? Society is experiencing change at levels not encountered for a very long time. Humans naturally struggle with change, so if you’re feeling out of sorts - you are not alone! To help you remain optimistic and navigate change with a proactive plan, we’ve invited executive coach Michael S. Seaver to share research, stories, and easily implementable best practices. He’ll share ideas about emotions in the workplace and how they affect trust-filled relationships. You’ll learn about time management and limiting interruptions. Michael will discuss frameworks for personal and peer accountability he’s implemented with clients. By the end of this session, we hope you’ll feel clarity and ease, confident to choose your next steps, and prepared to implement an action plan that moves you in alignment with your goals.

Speaker: 

 
 

12:30 pm - 1:00 pm Eastern

Break

 
 

1:00 pm – 2:00 pm Eastern

If You're Not in a Hurry You're Probably Too Late
Join Howard Tullman, a serial entrepreneur and investor for over 50 years in this fast-paced humorous, content-rich survey and analysis of the emerging trends, competitive considerations, new behavior drivers, and latest tools and technologies which are changing the face and the future of our lives and our businesses. Walk away with concrete details on essential system and process changes and actionable take-aways.

Speaker:

  • Howard Tullman | General Managing Partner | Chicago High- Tech Investment Partners
 
 

2:15 pm – 3:15 pm Eastern

Concurrent Sessions
2 Concurrent Sessions available - please select one

 

Cybersecurity: Building Resilience in Your Organization
The role of the CFO has expanded to include establishing and executing strategy, as well as ensuring all risks are identified and managed. Cybersecurity is one of the top risks CFO’s face, but many lack the knowledge to stay ahead of an ever-evolving threat landscape. Assessing and improving cybersecurity is not just a risk mitigation exercise but provides a strategic advantage in today’s online world. Learn what strategic CFO’s do to optimize the long-term return from their cybersecurity programs.

Speaker:

  • Jeff Dawley | President and Founder | Cybersecurity Compliance Corporation
 

Small Business Tax Planning Process Improvement
Solid tax planning strategies, preparation and compliance activities are critical to running a healthy business and maximizing the bottom line. Join us as we explore planning ideas and tax-saving strategies to help you realize appropriate tax advantages.

Speaker:

  • Bruce Willey | JD, CPA | American Tax and Business Planning
 
 

3:30 pm - 4:00 pm Eastern

Networking Events
More information to come.

 
 

Day 2 - Thursday, October 8 | 10:00 am - 4:15 pm Eastern

10:00 am – 11:00 am Eastern

Vendor Sessions

 

A Practitioner’s Guide to Financial Transformation
True financial transformation will encompass all strategic initiatives aimed at improving finance and accounting. Initiatives can range from revamping the financial close process, to implementing new APIs, to automating work with bots and AI. Big or small, financial transformation requires a game plan.  During this discussion, panelists will share their experiences with financial transformation including the many benefits and efficiencies they realized such as time savings, connected data and reporting, and a reduction of manual work. Panelists will also cover challenges including how to get buy-in from management, programming bots or AI, and system implementations and integrations. 

Speaker:

  • Steve Soter | Senior Director of Product Marketing and Accounting Industry Principal | Workiva 
 
Session 2
More information to come.
 
 

11:15 am – 12:15 pm Eastern

Strategies to Retain Top Talent in the Digital Era
It’s no secret that the fight is on to retain top talent. With the growth in job opportunities for finance professionals, your best workers have figured out they are the top of their game in the hiring market. Employers will need to pull out all the stops to retain their best and brightest. Join the discussion on developing a strategy for retaining your top employees.

Speaker:

 
 

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

Finance 3.0: Beyond Data-Driven
From big data and artificial intelligence (AI) to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader – someone who understands and embraces the promise and power of technology – to navigate this exciting, uncertain future. Attend this session and hear how Sage Intacct customers became data-driven finance leaders that proactively drove strategy and improved operations.

Key Learnings:

  • The technologies and skills you need to move to a digital, data-driven world
  • How to graduate from Finance 1.0 and thrive in Finance 2.0
  • How to "Twitterize" your reporting and analytics
  • When you should automate and when you shouldn't
  • How AI and machine learning enables Finance 3.0

Speaker:

 
 

2:00 pm – 3:00 pm Eastern

Concurrent Sessions
2 Concurrent Sessions available - please select one

 

Lease Accounting Standards
The Financial Accounting Standards Board (FASB) voted on Wednesday, July 17, 2019, to propose delaying the effective date for portions of its major accounting standards, including ASC 842, Leases, for privately held companies and nonprofit organizations. With the deferral, private companies will be required to adopt for annual financial reporting periods beginning after December 15, 2020 (2021 for calendar year-end companies). The new lease accounting standard changes the rules that govern accounting for almost all leases, including property, plant, and equipment leases. Attend this session and gain an understanding of the complexities of the new standard as well as how to apply effectively in your own organization.

 

Using Data to Drive Strategy - Brought to you by the American Management Association
Whether you want to attract new customers, improve products, forecast sales, or streamline operations, your decisions are much more effective when you put data to work for you. Learn how to create and analyze KPIs, apply data analytics to make and defend decisions, persuasively communicate your insights via spoken word and data visualization, and create a competitive advantage through data-driven insights.

This session will provide an overview of American Management Association's (AMA) course “Using Data to Drive Strategy”. FEI recently partnered with AMA to offer additional professional development opportunities for FEI members. Many of AMA’s courses in Finance, Accounting, and Data Analysis are eligible for Continuing Education Units to maintain your credentials, including FP&A, CTP, PDU, CPE, CAP, and CEU.

Speaker:

  • Jay Frischkorn | President and Principal, Strategic Profitability Consultants | American Management Association
 
 

3:15 pm – 4:15 pm Eastern

Impact of COVID 19 on Human Resource Issues and Future Workforce
As shelter-in-place orders are lifted, employers will be presented with unprecedented challenges as the on-going COVID-19 pandemic continues to have a great impact on the workplace. This session will discuss the key legal issues to consider as you develop an approach to operating in a post-COVID 19 environment. Experienced attorneys will offer practical and actionable guidance on the business and legal issues you need to be ready for.

Speakers:

 
 

Day 3 - Tuesday, October 13 | 10:00 am - 4:00 pm Eastern

10:00 am – 11:00 am Eastern

Vendor Sessions

 

CFOs: Planning for What’s Next
In today’s business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data into a single source, leading CFOs are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. This session will highlight the critical changes that CFOs and finance leaders must make to deliver the business agility today’s organization’s need--or risk being left behind. 

Speaker:

  • John Hugo | Vice President of Financials Products and Go To Market | Workday 

Session 2
More information to come.
 
 


11:15 am – 12:15 pm Eastern

CFO 2020: How CFOs Can Prepare for the New Future of Work
The role of the CFO is changing. Instead of looking backwards and focusing on what happened, real-time analysis of historical data allows CFOs to better shape, predict and optimize business outcomes. Advancements in technology are providing CFO’s the opportunity to play a more strategic role. But how does a CFO keep up on technology? Learn the future of technology and how it will impact every CFO.

Speaker:

 
 

12:15 Pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

Playing Monopoly: How the Concentration of Wealth and Power Threatens the Post-Pandemic World Economy
The biggest are getting even bigger. As the coronavirus pandemic ravages the global economy, middle class workers and small businesses are losing out to powerful and politically connected elites. But this isn’t new. Technological changes, low interest rates, government bailouts, and a growing thicket of regulations have enabled the rise of a winner-takes-all economy over the last two decades - and the consequences are beginning to make themselves felt. In this session, we will discuss how weak growth, rising debt, social unrest and trade wars are rooted in the way modern societies distribute wealth and power - and how, through advancing the interests of elites over those of workers, leaders have unleashed forces that will shake the political landscape, distort financial markets and reshape the post-pandemic global economy in the years to come.

Speaker:

  • Karl Schamotta | Chief Market Strategist | Cambridge Global Payments
 
 

2:00 pm - 3:00 pm Eastern

CFO Roundtable: Failure is Only an Illusion
Success isn’t always a straight path. Thomas Edison developed thousands of prototypes of the light bulb before finding the one that worked, and Albert Einstein was unemployed for two years after he graduated college. In some cases, struggles can be valuable learning experiences. It was Albert Einstein that said, “if you’ve never failed, you’ve never tried something new”. And he was right. Today’s modern CFO is expected to be a key driver of innovation, but to successfully innovate, failure is key. To breed business success, you’ve got to embrace failure. But how do you do it? A panel of CFOs will share their experiences, lessons learned from failure and how they used setbacks to push them forward.

Speakers:

  • David Johnson | Founder and Managing Partner | Abraxas Group
  • Donald McCree | Vice Chairman & Head of Commercial Banking | Citizens Financial Group, Inc
  • Adam Remis | Owner | Remis & Associates, LLC

Moderator:

 
 

3:15 pm - 4:00 pm Eastern

Networking Events
More information to come.

 
 

Day 4 - Thursday, October 15 | 10:00 am - 4:15 pm Eastern

10:00 am – 11:00 am Eastern

Vendor Sessions
More information to come.

 
 

11:15 am – 12:15 pm Eastern

Getting on a Board
Being invited to serve on a corporate board is considered an enormous professional compliment. Corporations as well as non-profits need to carefully consider the professional attributes and expertise of their board candidates, as well as the candidates’ private and professional reputations. Learn how successful board candidates have balanced multiple priorities while positioning themselves for board consideration.

Speaker:

  • Stephen Brown | Senior Advisor, Board Leadership Center | KPMG
 
 

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

How and Why Financial Executives and Professionals Need to Network and Build Relationships in The New Normal
Join member favorite speaker, Larry Kaufman as he shares insight from his book, “The NCG Factor: A Formula for Building Life-Changing Relationships from College to Retirement.”

When Networking, Connecting, and Giving collide you create the NCG Factor, an explosive formula for fast-tracking anybody to authentic, powerful, life-changing personal and business relationships. With practical, real-world examples from successful “NCG Masters,” the NCG Factor is a guidebook for life. During this session Larry will share how the NCG Factor can be a formula for financial executives and professionals, looking to advance their career and professional network, to build life-changing relationships with your board, peers, team members, trusted advisors to re-write your legacy professionally and personally.

Speaker:

  • Larry Kaufman | Managing Director of Midwest Region | Jefferson Wells
 
 

2:00 pm – 3:00 pm Eastern

Concurrent Sessions
2 Concurrent Sessions available - please select one

 

Credit Losses / ASU 2017-13 (Topic 326)
This session will provide updates to participants on the financial reporting implications associated with credit losses as changed by the issuance of ASU 2016-13 (Topic 326) and its subsequent amendments. The scope of this FASB Topic includes loans and accounts receivables.

Speaker:

  • Kenneth Heaslip | Accounting Professior, Seton Hall University | Kaplan Financial Education
 

Business Cost Savings Ideas
Eventually every discussion in the financial suite comes down to controlling costs. During an anticipated recession, this skill will become even more valuable. Hear from key industry professionals about their approach to cost control and the strategies they found successful.

Speaker:

 

 

3:15 pm – 4:15 pm Eastern

Planning and Forecasting for Results
COVID-19 showed us how critical it is for senior-level financial executives to have the ability to plan for the future using what-if scenarios and forecasting. But this essential role does not come easy as new tools allow a vast array of data that can present a confusing view of the future. In this session you will hear some practical strategies to forecasting and how to turn it into real outcomes during budgeting.

 
 

Day 5 - Tuesday, October 20 | 10:00 am - 4:00 pm Eastern

10:00 am – 11:00 am Eastern

Vendor Sessions
More information to come.

 
 

11:15 am – 12:15 pm Eastern

Transition & Transformation: Building and Leading Future-Ready Finance Teams
Leadership carries a heavier burden due to the global COVD-19 pandemic. Leaders have had to quickly transition their business model while balancing digital transformation and reporting initiatives with building and leading resilient teams in preparation for what lies ahead. As companies shift to fully remote workforces or hybrid teams of on- and off-site staff, they must take a proactive approach to financial and change management. In this session, you will learn how to incorporate a positive corporate culture into this new dynamic, create balance for those on-site and at home, and implement strategies to optimize your staffing model based on specific needs of the organization.

Speakers:

 
 

12:15 pm - 12:45 pm Eastern

Break
 

 

12:45 pm – 1:45 pm Eastern

Session Presented by Idaciti
More information to come.

 
 

2:00 pm – 3:00 pm Eastern

Creating Business Value with Microsoft Teams and Office 365
Office 365 and Microsoft Teams enables people to chat, meet, call and collaborate all in one place effectively wherever and whenever, even when global circumstances require work-at-home arrangements. Whether working in the office, at a client site or from home, Teams provides efficient management of day-to-day operations. Attend this session and learn about the features of Microsoft teams essential for today’s digital worker.

Presented by Microsoft

 

3:15 pm - 4:00 pm Eastern

Networking Events
More information to come.

 
 

Day 6 - Thursday, October 22 | 10:00 am - 1:30 pm Eastern

10:00 am – 11:00 am Eastern

Vendor Sessions
More information to come.

 
 

11:15 am – 12:15 pm Eastern

Digital Transformation and Disruption in Business Models
With the acceleration of digital transformation and disruption in business models, technology is taking a center stage to keep businesses relevant and continue to meet their everchanging customer needs. These trends have created new expectations for Finance professionals who, in addition to being function experts, are now required to lead transformation journeys. In this session the speaker will share his journey and some best practices in conceptualizing and leading Finance Transformation projects. He will also demo few transformative solutions.

Speaker:

 
 

12:30 pm – 1:30 pm Eastern

The Critical C-Suite Connection
CFO’s are feeling greater pressure and responsibility to realize and increase the ROI on technology investments. Yet, many finance executives struggle to understand the rapidly changing world of technology. In this session you will learn how to lead and influence your technology teams, how to identify what technology your organization would benefit from, and how to create a culture the embraces technology.

Speaker:

  • Heather Cole | Executive Coach/Business Analytics Advisor | Lodestar Solutions, Inc.
 
 
 

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