June 23 - 25, 2019
Dallas, TX

Agenda Day 2, Monday, June 24, 2019

8:00 am - 8:45 am Networking Breakfast

8:45 am - 8:50 am Chairperson Opening Remarks

Jason Judd - SVP of Finance & CFO, Justice

Jason Judd

SVP of Finance & CFO

In a digital world that is becoming increasingly data-driven, the CFO must ensure the organization is capitalizing on its data – something that requires an alignment of the business side of data and the technology side of it. Many organizations today struggle to align the business and technology sides of data and must overcome a number of organizational barriers to achieve properly balanced data-driven financial models. During this session, we’ll address the challenges many CFOs face in driving analytics for strategic and operational decision-making. Join us as we explore:

·         Addressing gaps and challenges associated with data management
·         Integrating data stewardship into the operational processes of the entire company
·         Defining the core building blocks of a successful data strategy
·         Developing data quality control processes including the adoption of business rules and the establishment of authorization points

Jason Judd

SVP of Finance & CFO


Dhiraj Cherian

Panasonic Automotive


Jeanette Wade

Executive Office of Technology Services and Security
Commonwealth of Massachusetts

9:40 am - 10:10 am How Artificial Intelligence is Transforming Finance & Accounting

Shantanu Ghosh - Global Business Leader, Enterprise Services & Consulting, Genpact
Over 85% of finance executives say that their organizations have plans to adopt AI by 2020, but many companies struggle to develop compelling use cases. Attend this session to see how digital technologies are transforming finance and accounting by improving decision making and prediction, accelerating cycle times, and enhancing user experiences. We’ll explore:

·         Current and potential applications of AI in F&A
·         How to identify where AI will make the biggest impact
·         What the pioneers are doing differently to realize AI’s full potential
·         The obstacles to overcome 

Shantanu Ghosh

Global Business Leader, Enterprise Services & Consulting

10:10 am - 10:40 am Business Meetings

10:40 am - 11:10 am Business Meetings

11:10 am - 11:25 am Networking Break


11:30 am - 12:15 pm Smart CPM…Gets Smarter
Craig Colby - Founder, OneStream
Amongst the multitude of responsibilities, today’s era of digitalization has ushered in, corporate performance management (CPM) has increasingly become one of the more essential requirements. CFOs must execute with regards to financial processes such as budgeting, financial consolidation, forecasting, and analysis. CPM has evolved from a collection of single-purpose application silos that are unsustainable and require multiple maintenance points along with massive integrations between products causing frustration among CFOs. As the Smart Phone changed the way we use technology to consume and exchange information, CPM will change the way the CFO’s organization leverages technology to better improve their financial processes.

Speaker: Ken Hohenstein, VP North American Sales, OneStream

Craig Colby



11:30 am - 12:15 pm Cutting through the hype: What CFOs need to know about Blockchain for Finance
Rich de Moll - Specialist Executive, Blockchain Solutions for Finance, Deloitte
Business blockchains are being used today to help reinvent how transactions are managed. They can take time and cost out of almost any process, enabling near real-time operations. They deliver a high degree of accuracy and control, with significantly less risk than many alternatives. During this MasterClass, learn blockchain basics, answers to frequently asked questions, how to assess opportunities for the technology in your organization, and steps for making blockchain real at your organization. 

Rich de Moll

Specialist Executive, Blockchain Solutions for Finance

12:15 pm - 1:15 pm Networking Lunch


Earlier in the Exchange, we collected your insights and challenges as CFOs using the Thoughtexchange social learning tool.  During this follow-up session you’ll have dedicated time to sit down with your peers and develop an action  plan to improve operations.

2:25 pm - 2:55 pm Business Meetings

2:55 pm - 3:25 pm Business Meetings

3:25 pm - 3:55 pm Business Meetings

3:55 pm - 4:15 pm Networking Snack Break

4:15 pm - 4:45 pm Disruption Works: Stories from the Front Line of the Business Process Optimization Movement

Mark Coyle - VP, Business Development, Profit Recovery Partners, LLC
During this talk, PRP Vice President of Business Development and longtime office equipment industry veteran Mark Coyle will share stories of how effecting cultural change in the workplace not only creates more effective and resilient organizations, but also brings a tangible impact to your company’s bottom line. Mark will share insights gained over his 30 years of turning over every proverbial stone to break down organizational barriers and bring lasting value to thousands of companies along the way.

Mark Coyle

VP, Business Development
Profit Recovery Partners, LLC

When it comes to gender diversity in finance, equal pay and opportunities are still sorely lacking across all industries and sectors. Many organizations have taken steps toward improving gender diversity, although data shows a clear disparity in representation of women in C-suite finance roles. Join our power panel as we explore current challenges and wins for women in finance. We’ll explore:
·         Addressing the gender gap in C-suite finance roles
·         A look at data surrounding women’s representation in C-suite finance roles
·         Effective ways to support workforce diversity and inclusion
·         A look at ‘unconscious’ bias and the current state of the glass ceiling

Stephanie Plaines

CFO, US Retail


Anaïs Lempereur

Global Head, FP&A


Monalisa Chowdhury

Vice President, Finance


Michelle Turner

Vice President, Group Finance, Supply Chain.

Plenary Session held for Canon

5:40 pm - 6:10 pm Enabling Digital Transformation. What does it mean to the CFO?

Ana Tavares - Vice President, Canon
CFOs support a growing number of competing priorities. Learn about Global environment’s impact on Finance & Accounting operation, and how Canon U.S.A Finance elevates digital processes to align with its business support and accounting functions.   
Learn about examples of agility and digitalization: 
•    Measuring digital health, speed, and accuracy
•    Operating a two day close, an accurate budget, adopting new accounting policies
•    Back office transformation initiative, a single ERP system, shared services and attributes of an efficient spend cycle.


Ana Tavares

Vice President

6:10 pm - 6:45 pm Networking Cocktail Reception

Sponsored by Canon

7:00 pm - 8:30 pm Themed Networking Dinner