June 23 - 25, 2019
Dallas, TX

Agenda Day 1, Sunday, June 23, 2019

10:00 am - 10:30 am CFO Exchange Registration

10:30 am - 10:35 am Welcome Orientation

10:35 am - 10:50 am Thoughtexchange Welcome - App Introduction

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.

10:50 am - 11:00 am Chairperson's Introduction

11:00 am - 11:45 am The FinTech Revolution: What's Next?

FinTech is an amalgamation of finance and technology, with the rapid development and innovation in the FinTech space pushing companies to challenge the status-quo. What used to be ‘breaking technology’ is now becoming the standard and a mantra of “adapt or die” is coming to the forefront. In an ever-evolving climate new technologies are springing up every day and yet, many of these technologies remain untested on a greater scale and can present unease. This presentation will remedy this by going over the FinTech industry as a whole, including the latest breaking technology, and touch on some of its current components to help set up our smaller group sessions later in the exchange. In this keynote, we will discuss: 

•How further automation is redefining the business landscape
•FinTech innovations of the past 5 years and where it is headed next
•Quantum Computing: The next game changer? 
•Briefly touch on current mainstream topics such as RPA, AI and Blockchain

11:45 am - 1:10 pm Lunch + Networking Event - Sponsored by THOUGHTEXCHANGE

1:10 pm - 1:45 pm Collaborative & Courageous Leadership

Hear from innovative and dynamic leaders who are leading the way by having courageous conversations within their organization. Discover how organizations are creating a culture that promotes openness, transparency and collaboration by empowering their employees to share their voice and consider the thoughts and ideas of others; shifting the corporate paradigm from closed and knowing to open and learning.

Presented by Thoughtexchange

1:45 pm - 2:15 pm How CPM 2.0 Applications Enable True Finance Transformation

Finance Transformation has been the mantra for CFOs and financial executives for many years.  But are we really achieving making progress in moving from backwards to forward-looking?  Improvements to ERP, CRM and HCM systems have helped many organizations improve their transactional processes.  However, many are hindered in gaining efficiencies in their financial reporting, planning and analytic processes due to reliance on spreadsheets and legacy corporate performance management (CPM) applications.    
CPM 2.0 applications are designed to address the same business problems as CPM 1.0, but with an architectural approach that addresses many of the pitfalls of CPM 1.0 solutions – enabling true Finance Transformation.  Learn how CPM 2.0 applications enable Finance teams to shift more time to value-added analysis, partnering with lines of business, and improving alignment and decision-making across the enterprise.   
•How are organizations doing in achieving Finance transformation? What’s holding you back?
•How is the finance executive’s influence expanding beyond just the finance, accounting, and reporting function (collaboration with CIO, CISO, etc.)?
•What are the most critical Finance processes that require modernization?
•How are you acting as the change agent for your organization in aligning Finance and Operations? 
•How is the CFO creating smarter, efficient work patterns throughout the organization and within the finance team?
How is your finance department leveraging FinTech to gain competitive advantage and drive innovation? 

2:20 pm - 2:50 pm Business Meetings

2:50 pm - 3:20 pm Business Meetings

3:20 pm - 3:50 pm Business Meetings

3:50 pm - 4:10 pm Networking Break

4:10 pm - 4:40 pm Trade Tensions/Tariffs and Their Effects

The current trade climate within the U.S. and its volatility has had businesses globally on edge due to the ripple effect that it can create. This has formed an environment in which trade disputes are causing volatile markets as trade deals are being reexamined in order to find a balance of supporting domestic production while still outsourcing to other countries in fields which they hold a comparative advantage. Examining the economic implications of these policies can help better understand what strategies need to be enacted in order to keep businesses afloat through turbulent waters.  This session will delve into:

•An in-depth explanation of the economic benefits and consequences of current trade laws
•Preventative measures and solutions to navigate the trade climate
•Who is affected and what can be done?

4:40 pm - 5:10 pm Modernizing the Office of Finance

The Office of Finance is expected to assume a more strategic role in their company yet are still faced with continuing challenges with ever increasing regulations, demands for greater transparency, better and more frequent forward looking forecasts and of course greater efficiency. In order to meet these demands and maintain excellence, the Office of Finance must transform, by modernizing technology and automating more functions. Today’s technology goes beyond the basic Corporate Performance Management of Consolidation, Planning & Forecasting. It includes regulatory solutions for the new Revenue Recognition & Leases, and allows for a deep dive in Finance Analytics to perform the in-depth operational planning analysis required.
Want to learn about the financial transformations taking place in the office of finance today and how it's done? In this session we will cover:

•Modernizing the Office of Finance
•Finance Analytics for in-depth operational planning
•Finance Analytics and Regulatory Compliance - ASC842/IFRS as an example


5:15 pm - 6:00 pm Robotic Process Automation and Where it Applies
Robotic Process Automation has been creeping its way into more and more processes within businesses. The main intention is to cut down on the mundane, repetitive tasks that humans have to do in order to help free up resources and allow employees to focus on other, more beneficial, tasks. 
Though specialized technology such as this has been used in the manufacturing sector for decades now; its application in other business sectors is just starting to come to the forefront. RPA has started relatively small but could go on to include optimization of budgets through machine learning and streamline many select processes. Topics covered will include:

•An overview of RPA and its benefits in regards to impacting the finance function 
•The key differences between AI and RPA
•Examples of everyday processes that can be relieved using RPA 



5:15 pm - 6:00 pm Understanding and Utilizing Blockchain
Despite its increasing prevalence in the past few years, Blockchain is still severely misunderstood as companies aren’t fully sure how to optimize the technology for their purposes. 

Blockchain can be applied to nearly any industry and provide benefit. Part of the appeal of the technology relies on the fact that it uses protected cryptography to secure data ledgers and is also time stamped. Transparency of all transactions is also a key factor as the point of origin of any transaction can be traced along the chain. This session will cover: 

•Understanding the methodology behind Blockchain’s encryption 
•A step-by-step walkthrough of a ‘chain’ and how said chain evolves 
•How greater adoptability can reduce security risks 

6:05 pm - 6:15 pm Machine Learning

This presentation will cover a brief overview of machine learning and discuss the way in which it operates. Machine learning is an extension of Artificial Intelligence in which systems learn how to improve processes without actually having to be programmed. 

6:15 pm - 6:25 pm Business Intelligence

Business Intelligence helps businesses make smarter decisions based on concrete data and facts. It achieves this through data analysis condensed into a digestible form in which business leaders can make informed decisions. 

6:30 pm - 7:30 pm Networking Reception