IN-PERSON

New York CFO Executive Summit

October 17, 2024 | Conrad New York Downtown

October 17, 2024
Conrad New York Downtown

Collaborate with your peers

Get together with New York's top CFOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.

Join your peers to discuss the most critical issues impacting CFOs today:

Enriching FP&A Scope and Dependability to Maximize Business Impact

Advancing Leadership Capabilities to Meet Ever-Evolving Demands

Identifying Best-in-Class Finance Transformation Roadmaps

New York CFO Governing Body


The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CFOs, for CFOs.

Governing Body Co-Chairs

Rick Davison

Sumitomo Mitsui Banking Corporation
Managing Director & Chief Financial Officer

Guru Ramamurthy

Bayer Corporation
CFO, North America

Aradhana Sarin

AstraZeneca
CFO and Executive Director

What to Expect

Interactive Sessions

Hear from CFO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your New York CFO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Evanta's Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

Agenda


October 17, 2024

7:45am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Transform FP&A Into an Enterprise Capability

Randeep Rathindran headshot

Randeep Rathindran

Distinguished Vice President, Key Initiative Leader

Gartner

According to Gartner’s research, more than 85% of FP&A teams struggle to sustainably support the complex business decision-making and planning needs stemming from economic turbulence. Today, CFOs must think beyond automation of routine FP&A work as a source of finance business partnering capacity and transform FP&A into a mindset that business decision-makers embody and practice.

Join this keynote for a deeper understanding of:

  • The best delivery model to sustain value-added decision-support in a turbulent economic environment
  • The simple shift in FP&A’s business partnering approach that drives decision-makers to internalize the FP&A mindset
  • The pragmatic use cases for AI and Machine Learning in FP&A


9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

Empowering Your People to Automate – A Case Study

Eugene Chiulli headshot

Eugene Chiulli

CFO

Nomura Holding America Inc.

In today's world of work, automation is essential to optimize efficiency and accuracy. By enabling the finance function to identify automatable tasks, top finance leaders can reduce manual errors, operational costs and processing cycles while shifting focus towards value-added activities.

This case study will examine how CFOs can: 

  • Explore various use-cases for automation in finance and the broader organization
  • Democratize the workforce to optimize and build automation into their existing functions
  • Identify strategic tangible measurements of automation success

9:40am - 10:25am  Executive Boardroom

Prioritizing the Transformation – Focusing on IT Value

Michael Perica headshot

Michael Perica

CFO

Rimini Street

Luis Briz headshot

Luis Briz

CFO and SVP of Finance

Nestle Health Science

Alan Tachikawa headshot

Alan Tachikawa

CFO

Aflac Global Investments

With many technology initiatives in mid-transformation, internal competition for IT investments is fierce. The CFO is challenged with deciding which investments are most critical and offer the most ROI and, in some cases, divest from underperforming tech spend.

Join this session to discuss:

  • Building a process for making difficult IT spending decisions
  • Weighing short-term vs. long-term ROI
  • Developing strategies to reduce cost of current IT investments

9:40am - 10:25am  Executive Boardroom

How CFOs Are Navigating the Expanded Scope of Financial Consolidation

Alessio Lolli headshot

Alessio Lolli

Vice President, Global New Client Engagements

Wolters Kluwer, CCH Tagetik

Mark Thumser headshot

Mark Thumser

CFO

MUFG Americas

Adam Barsky headshot

Adam Barsky

Executive Vice President & CFO

New York Power Authority

While FP&A often takes center stage, a robust financial close forms the foundation. As financial close processes evolve, "augmented consolidation" integrates diverse data sources, stakeholders, and processes beyond traditional methods.

This discussion explores:

  • Enhancing data integration and engaging the right stakeholders
  • Expanding and integrating critical processes like ESG reporting and GMT
  • Leveraging advanced technologies to improve the financial close

10:25am - 11:05am  Networking Break

10:30am - 10:55am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

 

11:05am - 11:50am  Breakout Session

Hearst Communications' Journey to Harmonizing the ERP

David Hovstadius headshot

David Hovstadius

SVP Finance Operations

Hearst Communications

Lack of standardization across an organization often results in higher costs, less transparency and reduced agility. One of the largest media and information services companies with hundreds of global businesses successfully unified its ERP to enhance efficiency, significantly reduce cost and enable long-term growth.

Join this session for a case study on:

  • Outlining the transformation strategy, timeline and expectations
  • Transitioning legacy applications to a singular, future-proof system
  • Adapting to change and measuring success


11:05am - 11:50am  Executive Boardroom

Fortifying Trust, Risk and Security with AI

Shai Gabay headshot

Shai Gabay

CEO and Co-Founder

Trustmi

Cesar Rocha Cantu headshot

Cesar Rocha Cantu

CFO

TCP Petcoke Corporation

Jim Dodge headshot

Jim Dodge

CFO

First Quality

Michael Lelievre headshot

Michael Lelievre

CFO, North America

Havas Media Group

CFOs are tasked with identifying the finance processes where AI will make the most significant early impact. While evolving technology can serve as a threat to organizational security, it also serves as an ally in mitigating risks while enhancing efficiency.

Join this session to discuss how to:

  • Identify high return use cases for AI in the finance function
  • Understand and educate stakeholders on the benefits of AI and automation tools 
  • Prepare your organization and people for the adoption of new technology

11:05am - 11:50am  Executive Boardroom

Optimizing Finance Processes and Enhancing Agility

Greg Ferrante headshot

Greg Ferrante

CFO

Save the Children

Elaine Paik headshot

Elaine Paik

Chief Financial Officer

Impossible Foods Inc


CFOs hungry for finance function excellence must optimize core processes for technology enhancements and growth. How can finance leaders streamline inefficiencies to enable smarter decision-making?

Join this session to discuss how to:

  • Identifying barriers to efficient processes and work
  • Democratize process enhancements from the ground up
  • Break down silos that waste time and limit knowledge sharing


11:50am - 12:35pm  Lunch Service

12:35pm - 1:10pm  Keynote

The CFO’s Guide to Proactively Managing Cyber Risk in the Age of AI

Raj Krishna headshot

Raj Krishna

SVP, Product Management, New Initiatives

Zscaler

Ravi Mani headshot

Ravi Mani

SVP, CISO

Quest Diagnostics

Cyber threats pose significant risk to organizational stability and profitability. Modern boards are increasingly questioning CFOs and CEOs about efforts to mitigate attacks and protect businesses from repercussions including downtime and reputational damage. This has prompted increasing investment in cyber protection. So, why are we still being breached? Discover how organizations can quantify risk in real time to mitigate it effectively, thereby reducing exposure to financial loss.

Join this keynote to learn:

  • Best practices for articulating cyber risk posture, controls, and mitigation strategies to the board of directors
  • Questions to ask your CISO on the risks vs. rewards of emerging technologies such as AI
  • Measures to protect against cyber threats, eliminate cost and complexity, and drive greater productivity

1:10pm - 1:35pm  Networking Break

1:35pm - 2:20pm  Breakout Session

Blind Spots Threatening Finance Transformation Success

Matt Ruff headshot

Matt Ruff

Director

SC&H Group

Nick Scott headshot

Nick Scott

Director

SC&H Group

CFOs in the midst of modernizing the finance function must deliver business results through increasingly complex enterprise transformation. How can finance leaders avoid overlooking critical elements which risk jeopardizing the organization's future?

Join this session to uncover:

  • Considerations when launching or resetting transformation initiatives
  • Pragmatic insights to modernize data integration and conversion
  • Best-in-class roadmaps to avoid transformation failure and achieve ROI

1:35pm - 2:20pm  Executive Boardroom

Generating Insights to Improve Financial Planning and Analysis

Andrea Vardaro Thomas headshot

Andrea Vardaro Thomas

Managing Director

Protiviti

Justin Di Trolio headshot

Justin Di Trolio

Chief Financial Officer

Jackson Hewitt Tax Service Inc.

Marie-Chantal Gingras headshot

Marie-Chantal Gingras

CFO

Banque Nationale

Flavia Landsberg headshot

Flavia Landsberg

CFO

Pyxus International

Leading CFOs are prioritizing investments in advanced technologies, using more predictive data modeling and expanding data collection activities to elevate planning and analysis capabilities. But to truly be rewarded by the technology, the people and process aspects must be aligned.

Join this session to discuss:

  • Advanced data and analytics strategies in FP&A
  • Assembling the right teams to take advantage of predictive analytics
  • Build processes to be more data-driven across the enterprise

2:20pm - 2:55pm  Networking Break

2:25pm - 2:50pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

2:55pm - 3:30pm  Keynote

The Future-Forward CFO

Shaun Taylor headshot

Shaun Taylor

CFO Americas

Standard Chartered

Now more than ever, the CFO's influence transcends traditional finance by helping shape critical decisions that drive sustainable growth and mitigate risks. In today's dynamic business landscape, CFOs must serve as key strategic advisors, providing invaluable insights and guidance to their CEO and broader organization.

Join this interactive session for examples on:

  • Keeping a consistent, strategic focus amid widespread uncertainty
  • Leveraging your position as a super connector to improve business performance
  • Balancing competing immediate demands while focusing on the bigger picture


3:30pm - 3:40pm  Closing Comments and Prize Drawing

3:30pm - 4:00pm  Governing Body Reception

Governing Body Closing Reception

All guests are welcome to join the New York CFO Governing Body for a closing reception including drinks and light appetizers.

October 17, 2024

We look forward to seeing you at an upcoming in-person gathering


Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.

Location


Venue & Accommodation

Conrad New York Downtown

A block of rooms has been reserved at the Conrad New York Downtown at a reduced conference rate. Reservations should be made online or by calling 212-945-0100. Please mention Evanta CFO Executive Summit to ensure the appropriate room rate.

Deadline to book using the discounted room rate of $609 USD (plus tax) is September 24, 2024.

Your Community Partners


Global Thought Leader
Key Partner
Program Partners

Community Program Managers


For inquiries related to this community, please reach out to your dedicated contacts.

Tiffany MacKinnon

Community Program Manager

tiffany.mackinnon@evanta.com

Dan Philpott

Senior Program Manager Territory Specialist, CFO Portfolio Lead

360-721-8168

dan.philpott@evanta.com