Agenda Day 1


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


11:15 AM - 11:30 AM Welcome Orientation

Networking Lunch

11:30 AM - 1:00 PM Networking Lunch

Chairperson's Welcome

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

Opening Keynote

1:05 PM - 1:35 PM From Volume to Value: Agility as a Critical Component to Coca-Cola’s Financial 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 drive true customer-centric transformation while tapping into big data to drive strategic business decisions. Leveraging disruptive technologies that underscore Coca-Cola’s mission to create, protect and grow value for stakeholders and consumers, is no simple task and agility across the enterprise is key.

Victor Barnes, CFO, Coca-Col Ltd., will join us for an Opening Keynote session that dives into the ins and outs of digital transformation and disruption within the finance ranks at the Fortune #64 (2017) organization that serves up more than 10,000 drinks per second across 200 countries worldwide. Barnes will address the vast number of disruptive technologies – from digital to cloud to Internet of Things – that have impacted his role in reshaping traditional finance methods within the organization, with agility as the driving force.

Join us as we explore:

· Shifting priorities that are driving the evolution of Coca-Cola’s financial model
· Driving agility to underscore the corporation’s customer-centric mission
· Strategies for agility through enterprise-wide digital transformational
· Initiatives that are driving growth through disruption

Victor Barnes

Victor Barnes

CFO, Coca-Cola Ltd.

Plenary Session

1:35 PM - 2:05 PM Fostering Friction to Accelerate Performance

Friction can lead to better outcomes. And the right type of friction can transform individual contributions into something far larger than the sum of the parts. That’s because a group of people with conflicting perspectives has the power to envision a set of possibilities differently than any of the individuals alone, potentially leading to creation of new knowledge that could not have arisen elsewhere. Moreover, the right type of friction – defined as group members’ willingness and ability to challenge each other’s ideas and assumptions – can drive groups to reexamine assumptions, test constraints, and push boundaries. It can also force individual members to stretch their own thinking about the problem and how to approach it, in ways they would not likely get to on their own.

Creating that new knowledge, however, requires workgroup members to make full use of the group’s diversity and the external resources to which it is connected. During this case study, we will discuss the process of cultivating friction and the deliberate steps CFOs and other leaders should consider to foster it. Join this session as we explore:

· Exploring the ‘Cultivate Friction’ practice
· Putting the practice into play
· Embracing complexity

Networking Break

2:05 PM - 2:20 PM Networking Break

Business Meetings

2:20 PM - 2:50 PM Business Meetings

Business Meetings

2:55 PM - 3:25 PM Business Meetings

MasterClass A

3:30 PM - 4:15 PM Elements of Customer Experience that Every CFO Should Be Investing In

We are all living in a digital, consumer-centric, customer-driven world where Customer Experience tops the priority list at every forward-thinking organization. Today’s innovative CFOs must be more involved in Customer Experience than ever; they must tie financial performance to how well they are delivering on Customer Experience. Join this MasterClass as we explore today’s evolving marketplace, its impact on Customer Experience, and the specific elements of CX that every innovative CFO should be investing in.

BrainWeave A

3:30 PM - 4:15 PM GDPR Compliance: What US CFOs Need to Know

During this BrainWeave, we will address core issues related to the EU’s General Data Protection Regulation (GDPR), which takes effect May 25, 2018 and is expected to have major implications for businesses tied to Europe. We’ll discuss implications of the broad nature of GDPR and its fines for noncompliance. We’ll explore who is affected by GDPR, its requirements, GDPR enforcement, and critical steps to compliance.

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
· Creating a framework to drive performance

Michael Schwindle

Michael Schwindle

Mills Fleet Farm
Victor Barnes

Victor Barnes

CFO, Coca-Cola Ltd.
Eddie Northen

Eddie Northen

VP, CFO & Treasurer
Rollins, Inc.
Mark Brockelman

Mark Brockelman


Business Meetings

5:10 PM - 5:40 PM Business Meetings

Business Meetings

5:45 PM - 6:15 PM Business Meetings

Ignite Sessions

6:25 PM - 6:35 PM Informing Decisions & Driving Simulations with Live Financial Insights

Learn how the right live financial insights can drive simulations and inform powerful decisions by adjusting key business drivers in real-time. During this session, dive into live financial insights that hold the power to transform finance.

Ignite Sessions

6:35 PM - 6:45 PM The Power of Blockchain to Revolutionize the Finance Function

Blockchain holds the power to redefine the CFO role and revolutionize the finance function by impacting existing business processes and functions. In light of this game-changing technology, today’s CFO must understand the implications and potentials of blockchain as the technology matures at a rapid pace.

Ignite Sessions

6:45 PM - 6:55 PM Creating Reliable Models for Rolling Forecasts that Foster Agility & Flexibility

The enterprise-level status quo is constantly changing, and the ability for financial leaders to move in tandem with those changes is essential when establishing budgets that enable competitiveness and foster agility. In this session, we’ll consider how innovative CFOs are creating reliable models for rolling forecasts that enable flexibility for budgets.

Networking Dinner & Cocktails

7:00 PM - 8:30 PM Sponsored Networking Dinner

After-Hours Networking

7:55 PM - 8:55 PM Optional After-Hours Cocktails with Co-located Shared Services Exchange