CFO Summit and Executive Workshop
CFO Summit and Executive Workshop at Modern Finance Experience 2018
The Intelligent Finance: How CFOs Can Lead the Coming Productivity Boom (Invitation only)
For all the challenges facing our nation and our world, solutions exist. With the growing adoption of powerful new technologies delivered in the cloud, from machine learning and artificial intelligence, to 3D printing and the Internet of Things, we stand on the verge of a new productivity boom that will accelerate growth and improve living standards in the U.S. and worldwide.
Attend this CFO Summit and workshop to learn how modern CFOs and their finance teams are taking advantage of emerging technologies to unlock new levels of productivity, both within finance, and across the enterprise. Hands-on sessions will examine finance best practices by industry, the CFO-CIO partnership, and how intelligent finance organizations are working closely with IT and the business to accelerate success in today's digital economy.
CFO Summit and Executive Workshop attendees also receive full access to the entire Modern Finance Experience event. View the full agenda here.
Tuesday, February 13
7:00 p.m. – 10:00 p.m.
CFO Summit Dinner
*Transportation will be provided from the Sheraton.
Wednesday, February 14
10:30 a.m. – 10:35 a.m.
Welcome
Mark Jeffries, Event Moderator
10:35 a.m. – 10:50 a.m.
Intelligent Finance: Fireside Chat
Moderator:
Mark Jeffries
Jeff Henley, Executive Vice Chairman, Oracle
Mark Jeffries Interviews Oracle Executive Vice Chairman Jeff Henley on why a modern cloud platform is essential to finance success in the digital economy.
10:50 a.m. – 11:15 a.m.
Intelligent Finance: Customer Panel
Program Level: Intermediate | Pre-Requisite: None | No preparation required. | Participants will Earn 0.5 CPE Credit | Field of Study: Business Mgmt & Org
Moderator:
Mark Jeffries
Dr. Michael Mandel, Senior Fellow, Mack Institute for Innovation Management
Mick Murray, CFO, Blue Shield of California
Chris Hutton, Director of Business Operations, Carbon
Frank Sorrentino, Chairman and CEO, ConnectOne Bank
Are you an industry leader, or industry laggard? Increasingly, the answer lies in the extent to which you’ve digitized operations. This session explores how intelligent finance technologies delivered in the cloud are helping CFOs and their finance teams drive the next wave of digital productivity, and lead their industries in the process.
11:15 a.m. – 11:45 a.m.
PwC: Finance Effectiveness: Industry Best Practices
Martyn Curragh, CFO, PwC
11:45 a.m. – 12:30 p.m.
Networking Luncheon: Industry Round Tables
Attendees break out by industry to define the industry best practices that matter most to their finance functions.
12:30 p.m. – 1:00 p.m.
Leading in the Cloud: Oracle’s Digital Transformation
Program Level: Intermediate | Pre-Requisite: None | No preparation required. | Participants will Earn 0.5 CPE Credit | Field of Study: Business Mgmt & Org
Session Host:
Doug Kehring, EVP and Chief of Staff; Office of the CEO, Oracle
Panelists:
Corey West, EVP, Corporate Controller and Chief Accounting Officer Oracle
Ivgen Guner, SVP, Global Business Finance, Oracle
Loren Mahon, VP of Finance Systems, Office of the CEO, Oracle
In this session, Oracle executives share how Oracle is disrupting itself from the inside out to become the leading provider of enterprise cloud services, a massive transformation that required every aspect of the company’s business to change. Special focus will be given to how Oracle Finance is helping to lead this transformation using Oracle ERP and EPM Cloud.
1:00 p.m. – 1:25 p.m.
Change Management Best Practices: Case Study
Program Level: Intermediate | Pre-Requisite: None | No preparation required. | Participants will Earn 0.5 CPE Credit | Field of Study: Business Mgmt & Org
Moderator:
Mark Jeffries
Panelists:
Steve Phillpott, CIO, Western Digital
Donald Robertson, CAO, Western Digital
Shannon Castellanos, VP of Finance, The Wonderful Company
Stephen Howe, CFO and SVP, The Wonderful Company
Richard Scheitler, CIO, The Wonderful Company
Mark Jeffries moderates this session on how CFOs can become more effective leaders, and why the CFO-CIO partnership is increasingly essential to success.
Case study: The Wonderful Company is currently in the process of moving their healthy food and beverage companies to Oracle ERP Cloud, consolidating 6 legacy Oracle ERP Systems onto a single global Chart of Accounts and finance backbone to create a modern platform for growth and innovation. Oracle Cloud solutions being implemented include Financials, Projects, Procurement, Order Management, Inventory, Supply Chain, Manufacturing, PaaS, Analytics Cloud, Transportation Management and Logfire WMS.
1:25 p.m. – 2:00 p.m.
Change Management Best Practices: Industry Round Tables
Program Level: Intermediate | Pre-Requisite: None | No preparation required. | Participants will Earn 0.5 CPE Credit | Field of Study: Business Mgmt & Org
Cultural change is essential to finance transformation in the cloud, from how to prepare teams for the technology changes that lie ahead, to how to reskill them for success. In this session, attendees break out to discuss change management best practices with their industry peers.