June 23 - 25, 2019
Dallas, TX

Agenda Day 1, Sunday, June 23, 2019

10:30 am - 11:15 am CFO Exchange Registration

11:15 am - 11:30 am Welcome Orientation

11:30 am - 12:45 pm Networking Lunch

12:45 pm - 1:00 pm Technology Intro

During this segment, attendees will learn how to glean greater insights from business partners using the Thoughtexchange social learning tool.  Later in the Exchange, we will put these insights to action by developing solutions to ultimately improve financial operations.

1:00 pm - 1:05 pm Chairperson's Opening Remarks

Jason Judd - SVP of Finance & CFO, Justice

Jason Judd

SVP of Finance & CFO

1:05 pm - 1:35 pm Accelerating Growth: Digital and Agility as Critical Components of Coca-Cola’s Growth Strategy

Victor Barnes - CFO, Coca-Cola Ltd. , Coca-Cola
In the face of rapidly evolving technology, today’s world is filled with disruption and uncertainty across all industries and sectors like never before. Forward-thinking companies like Coca-Cola, the no. 1 beverage company in the world, are leveraging this moment of intense disruption to transform for growth while tapping into digital and big data to drive faster decisions, reduce costs and improve employee experience.
Victor Barnes, CFO, Coca-Cola Ltd., will join us for an Opening Keynote session that dives into his experience with digital transformation and disruption across the enterprise and within the finance ranks at the Fortune #64 organization that serves up more than 10,000 drinks per second across 200 countries worldwide. Barnes will address the growing number of disruptive technologies – from digital to cloud to Internet of Things – impacting his role in reshaping traditional finance methods within the organization, with agility as the driving force.

Join us as we explore:

•Shifting consumer needs that are driving the evolution of Coca-Cola’s growth model
•Leveraging technology to unlock the power of people
•Driving a growth culture enabled through enterprise-wide digital transformational


Victor Barnes

CFO, Coca-Cola Ltd.

1:35 pm - 2:05 pm Finance in 2025: Eight Predictions with Direct Implications for CFOs Today

Ranjit Rao - Specialist Executive, Blockchain Solutions for Finance, Deloitte
Kevin Simmons - Senior Manager, Deloitte
While a number of leading finance organizations are using pilots to experiment with new technologies, we aren’t yet seeing evidence of scalable, transformational change. The roadmaps to that future are still being drawn. The good news? The technologies needed to reimagine Finance are here and they will only get better. Plus, we can learn a lot from other business functions. Learn about eight predictions around the future of finance.


Ranjit Rao

Specialist Executive, Blockchain Solutions for Finance


Kevin Simmons

Senior Manager

2:10 pm - 2:40 pm Business Meetings

2:40 pm - 3:10 pm Business Meetings

3:10 pm - 3:40 pm Business Meetings

3:40 pm - 3:55 pm Networking Break

3:55 pm - 4:25 pm The Finance of AI

Peter Cumello - CFO, WorkFusion
AI-powered RPA helps finance leaders at data-first companies around the world increase margins by digitizing common processes like accounts payable, order-to-case and employee onboarding. Discuss the applications and ROI of AI-powered RPA with WorkFusion’s CFO, Pete Cumello, who previously led financial organizations for Accenture, Microsoft and several other multi-national businesses. 
Welcome topics include:
•Where intelligent automation fits into broader digital transformation initiatives
•How best-in-class companies are measuring the impact of automation
•Why the time the time has finally come for “Everyday AI” and how it makes RPA more accurate, adaptable, and strategic
How predictive analytics creates an intelligent digital workforce supply chain to anticipate productivity, cost and outcomes of an entire operation


Peter Cumello


MasterClass A

4:30 pm - 5:15 pm Reporting Beyond the Numbers—A Different Approach to Producing Recurring Reports
Kevin Beckberger - Vice President, Disclosure Management Sales, Certent, Inc.
Steve Smith - Senior Vice President, Disclosure Management Sales, Certent, Inc.
As the finance leader of your organization, you are tasked with telling the company story on a periodic basis.  Narrative is critical to that story - and for public companies a mandatory piece of the puzzle.  While the focus of the reporting discussion is typically on external reporting, a company’s internal reporting process is infinitely more painful, disparate and important.  Join us to see how you and your team can reduce risk, improve controls and have confidence in the performance story you’re telling.

Kevin Beckberger

Vice President, Disclosure Management Sales
Certent, Inc.


Steve Smith

Senior Vice President, Disclosure Management Sales
Certent, Inc.

BrainWeave A

4:30 pm - 5:15 pm Planning: Creating a Competitive Edge with Technological Flexibility to Empower Decision Making
John Leahy - Solution Architect, BOARD International
Creating a Competitive Edge with Technological Flexibility to Empower Decision Making

John Leahy

Solution Architect
BOARD International

As the finance function rapidly evolves, today’s CFO must be mindful of shaping the company’s overall strategy and agile in driving business outcomes. But in order to properly evolve the finance function, the CFO must attract and retain the right talent. Today’s rapidly-evolving technology has pushed finance to a new level, making room for complex roles that are harder than ever to fill. Join this panel discussion as we explore bridging the talent gap and inspiring the digital-age workforce. We’ll explore:

•Breaking down skillset silos and reorganizing works into results-oriented teams
•Understanding and addressing the evolving millennial-based and Gen Z workforce 
•Creating a competency model for finance talent 


Michael Schwindle

Mills Fleet Farm


Eddie Northen

VP, CFO & Treasurer
Rollins, Inc.


Mark Brockelman



Jason Constantino

CFO, Global Repair Solutions

Case Study:  Third party contingent fee auditors are now commonly utilized by the 55 filing jurisdictions in the United States to perform escheat audits on corporate America.  Jon D’Amato will present a case study that’ll walk you through how unclaimed property audits are generating billions of dollars of revenue for the states and how organizations can best position themselves to stay ahead of the state’s auditors and reduce their exposure.

Jon D’Amato

Managing Partner, Unclaimed Property Practice Leader
MarketSphere Unclaimed Property Specialists


Mike Hughes

Partner, Strategic Solutions
MarketSphere Unclaimed Property Specialists

6:15 pm - 6:25 pm Moving from Static Financial Reporting to Dynamic Story Telling; Gaining Comprehensive Insights about your Business Performance

Wouter Born - CEO USA & CTO, CXO Software
Storytelling” is a lot more than distributing your monthly financial statements with some footnotes. It is supposed to be interactive and should contain input from different operational departments. A story of performance compares business performance with the long or short term strategy using visualizations that emphasize outliers. You’ll leave the session knowing: 
  • How to transform traditional reporting packs into digital performance playbooks
  • How to centrally manage the aggregation of the business narrative and easily manage necessary collaboration to get it right!
  • How to apply innovative technology to create, enrich and distribute a story of performance


Wouter Born

CXO Software

6:30 pm - 8:00 pm Cocktails Co-located Shared Services Exchange