The Red Rock Resort, Las Vegas NV
March 5-7th, 2017

This event is co-located with

Red Rock Resort, Las Vegas
March 5-7th, 2017

Educational Program

Our compelling educational program is led by a steering committee of experienced CFOs. The steering committee provides us with their first hand insights and we build a program that reflects these experiences, challenges and opportunities.

If you’re interested in joining the Connect CFO Leadership Summit Steering Committee or speaking at the summit please email jennyholman@quartzb2b.com.

CPE Credit is available for this program, see link for more details.

Please note that the educational program will be updated regularly

Keynote Presentations

Effective Leadership & Developing the Next Generation of Leaders

SPEAKERS

David (Dave) G. DeFreitas
Group CFO - Corporate Services, Caterpillar Inc.

Details

Effective Leadership & Developing the Next Generation of Leaders

Effective leadership is essential to a company's success today and for years to come.  It can engage employees in ways that can give your company a true competitive advantage.  To unlock the power of effective leadership, we will look at the difference between being a manager vs. an effective leader, the keys to engaging your employees to achieve more than they thought possible, how you can develop the next generation of leaders for your company, and keys to you and your employees living a successful and rewarding life.

Key Takeaways:
  • The difference between managing and leading
  • Keys to engage your employees to achieve maximum productivity and results through situational leadership
  • How to develop the next generations of leaders for your company
  • Important messages for your employees - keys for them to have a successful career and life (unleash their passion)

 

*CPE Credit-Participants will be able to describe the difference between managing and leading an organization and three action points to implement better leading practices. Field of Study: Communications

Breakout Presentations

Financial Leadership for 21st Century

SPEAKERS

John Eder
Chief Financial Officer, Seminole Gaming

Details

Financial Leadership for 21st Century

The presentation will focus on financial leadership and its changing role over the last 10 years.  The focus will be on mentoring, communication and work/life balance for the today's CFO.  

Key Takeaways:

  • Financial Leadership is not just about the P&L
  • Financial Leaders need to move away from being historians and become more visionary.
  • Leaders are mentors and coaches that look toward the future.
  • Leaders must demonstrate the attributes that they desire.
  • Leaders must communicate to all levels in the organization.

 

 

*CPE Credit-Participants will be able to identify three actions that can be taken to grow and share a vision across an organization. Field of Study: Personal Development

Transformation of the Finance Function:  A Case Study

SPEAKERS

George Montague
CFO & Vice President, Global Finance, Smiths Medical

Details

Transformation of the Finance Function: A Case Study

A real-life example of how to transform a finance function by aligning it with the broader organization and leveraging technology, thereby cutting costs and increasing effectiveness.

Key Takeaways:

  • Align finance vision, strategy and structure with the broader organization
  • Scrutinize organization structure for efficiency, effectiveness and alignment
  • Leverage technology to enable business
  • Strengthen collaboration with key stakeholders to ensure a collective win.

 

 

*CPE Credit-Participants will be able to identify an action step to achieve each of the above bullet points . Field of Study: Finance

Craft Your Culture To Create Your Future

SPEAKERS

Brent Ridge
Vice President for Corporate Services and CFO, Energy Northwest

Details

Craft Your Culture To Create Your Future

Strong governance and oversight helps your organization create and sustain excellence. However, creating centralized policies and committees is not enough. Successful programs need to integrate into individual processes and develop workgroup level advocates so risks are identified and communicated effectively. Key lessons from integrating cyber security into a nuclear plant.

Key Takeaways:

  • Create an integrated policy - don't be satisfied with just centralized
  • Develop process partners using a personalized approach
  • Cash in on mistakes - communicate lessons learned to create cultural change  
  • Reformulate!  Foster feedback to improve performance

 

*CPE Credit-Participants will be able to describe the process of how to create an integrated policy. Field of Study: Personnel/HR

The Role of Finance in Strategic Management

SPEAKERS

Matt Howard
Chief Financial Officer, Indiana Limestone

Details

The Role of Finance in Strategic Management

Presentation covers how to position the Finance leader/function as the architect of the company's strategic planning activity. Focus will be how to move from current role of finance to become the company's strategic driver and will cover how to leverage process ownership to drive better strategic planning and business results.   

Key Takeaways:

  • Finance role as the driving force for the strategic management of the company
  • How to successfully position finance to assume the role of strategic driver
  • Approach for success in managing the strategic development/decision processes
  • Ensuring action and results from the process

 

 

*CPE Credit-Participants will be able to describe how the finance leader position can be the driving force in strategic management. Field of Study: Business Mgmt and Org

Practical Uses of a Data Warehouse

SPEAKERS

Patrick Jones
Executive Vice President and Chief Financial Officer, Petra Industries, LLC

Details

Practical Uses of a Data Warehouse

Petra has used a data warehouse to evaluate activity in real time that impacts profitability.  We can monitior transactions at the skulevel to make sure direct labor, freight, vendor discocunds, vendor rebates, customer discounts and customer rebates are all evaluated by transaction for profitability.  This use alone has improved our profitability by over 100 basis points. 

Key Takeaway:

  • A data warehouse can be used to address a specific weakness in your current information system. 
  • A data warehouse can be used to gather other critical piece of information to improve organizational performance.
  • A data warehouse is a key resource for helping the  company understand its business.
  • A data warehouse does not have to costly and most middle market companies can easily deploy one. 
  • A data warehouse supports continous improvement. 

 

 

*CPE Credit-Participants will be able to describe at least three ways a data warehouse can improve overall performance in an organization. Field of Study: Specialized Knw and Apps

Benefits and Wellness - The Personal Touch

SPEAKERS

Douglas L Potvin
Chief Financial Officer, Trinity Logistics

Details

Benefits and Wellness - The Personal Touch

CFO and HR constantly consider cost in development of benefits and wellness programs, and miss the personal touch.  The focus on benefits and wellness should be the value the company brings to the team members.  At Trinity Logistic we use innovative approaches to deliver across the four foundation of wellness: Health, Mental, Financial and Spiritual. 

Key Takeaways: 

  • Engaged members in changing behavior through engagement and incentives
  • Provide plans, tools, and resources which are of value to team members
  • Focus on the entire well being of the team members and dependents
  • Through engagement in the well being of team members - cost will be reduced

*CPE Credit-Participants will be able to describe at least three ways a wellness program can improve overall performance in an organization. Field of Study: Social Env of Business

Turning Adversity into Opportunity

SPEAKERS

David Hughes
CFO & Head of Development, Shore Memorial Hospital

Details

Turning Adversity into Opportunity

As a leader in business and highly experienced Board of Director for start ups and a distressed asset turn around professional who stepped into healthcare system that was challenged with national changes in healthcare the presentation will provide a variety of true stories of how to take the most significant challenges and turn them into an opportunity.

Key Takeaways:

  • Identifying key business headwinds ahead of time
  • Creating a strategy to sucessfully navigate adversity
  • Reducing cost while increasing quality
  • Finding a path to sucess in the most difficult circumstances 

*CPE Credit-Participants will be able to describe at least two strategies that will aid in staying ahead of industry/economic changes. Field of Study: Business Mgmt and Org

When and How to Change Your ERP

SPEAKERS

Israel Askew
Chief Financial Officer, Emission Monitoring Service, Inc.

Details

When and How to Change Your ERP

You've seen the headlines. "Four Signs It's time to Change your ERP." "Seven Reason to Change Your ERP System."

Underneath all the hype, there are two important reasons you should change your ERP. Number one, if it will help your business GROW, you should change your ERP. Number two, if it will help your business become more PROFITABLE, you should change your ERP. To answer one or both of those questions, you need to understand your business well. You need to understand the things that are bottle-necking operations and the role your ERP plays in delivering products and services to your customers on time, at optimum price and quality. While it is true that changing to a well-engineered ERP can lead to a lower cost per transaction, it can have a more powerful impact. Implementing a well-designed ERP can be like a 65-year-old putting on a pair of reading glasses. Really seeing what is happening in your business will lead to better decisions and higher margins.

 

 

*CPE Credit-Participants will be able to elaborate on the two reasons to potentially change an ERP system listed above and evaluate if their own organization falls into either of those categories. Field of Study: Business Mgmt and Org

The CFO's Contribution to Strategy

SPEAKERS

Gary Bachman
Chief Operating Officer, Pzena Investment Management

Details

The CFO's Contribution to Strategy

The CFO has always been ideally placed to play a central role in strategy formulation, however there is a wide variation among different finance leaders on the exact nature of their contribution to strategy.  More than ever a CFO has to act as a change event.  The days of just being a strong accountant and scorekeeper are gone.  CFOs need to be strategic in regards to long-term vision, revenue optimization, expense management and tax optimization and many CEOs are relying on them to provide the insight and analysis needed to make decisions that support overall strategic goals.  My presentation is designed to hit on all these topics and provide in-sight on ideas that have worked for my firm over the years.  

Key Takeaways:

  •  A CFOs main responsibility is pay close attention to cash, cost  management, working capital, financial reporting and controls but CFOs have to be careful that the fundamentals do not prevent them from playing a bigger role in broader corporate strategy.
  • Today's CFO needs to ensure day-to-day responsibilities are performed at their highest possible quality but also need to focus on revenue opportunities, budgeting and driving savings through expense management and tax optimization.
  • In addition, CFOs more than ever need to focus on external stakeholders such as investors, analysts, and the media to help drive the firm's message, value and awareness
  • The best CFOs concentrate on finding a big idea that will make a big impact - my presentation helps fellow CFOs identify and start thinking along these lines.

 

 

*CPE Credit-Participants will be able to describe at least three ways the CFO role has evolved over time and how that translates to the overall strategic management of the organization. Field of Study: Management Adv Services

 

The Value of Curiosity in Optimizing Healthcare Spend

SPEAKERS

William Pelino
CFO / COO, Greater Rochester Independent Practice Association

Details

The Value of Curiosity in Optimizing Healthcare Spend

CFO’s should innovatively partner with HR to enhance healthcare benefits by: optimizing ROI of expenses, enhancing payer offerings, improving value of pharmacy spend, and leveraging community resources. Example questions – what happens to completed Health Risk Assessments? Are biometric screening programs worth it? Are we offering the best healthcare plan(s)?

Key Takeaways:

  • There are many options available to allocate resources spent on healthcare
  • CFO’s are usually not involved in the allocation of health care resources at a level that allows them to make substantive enhancements
  • CFO’s have a unique ability to ask insightful questions to better ensure resources are optimally allocated and plan participants receive the best value for the company’s investment
  • You don’t have to be a healthcare expert to ask good questions, just be curious 

 

 

*CPE Credit-Participants will be able to list at least three ways the CFO role can work with HR to optimize healthcare spend. Field of Study: Specialized Knw and Apps

Enhancing your Value as a CFO by Building and Cultivating the AP

SPEAKERS

Tricia Landry
Managing Director - Commercial, Opus Bank

Details

Enhancing your Value as a CFO by Building and Cultivating the AP

Building and maintaining the best possible banking relationship for you and your company requires effort and a lot of dialogue. Like most good relationships, expectations must be constantly met and exceeded by everyone. Establishing the right banking relationship will streamline your operations and enhancing your value as a CFO. The right bank will provide options for short and long term debt, finance growth, or be your global financial partner. As a former CFO and a 20 year banker to domestic and global companies, I'll answer your questions and also suggest the questions you should be asking your bank.

Key Takeaways:

  • Be your company's banking expert  
  • Understand what kind of banking contacts are the best  
  • Know how to evaluate a bank and ask the right questions
  • Learn how to set expectations with an existing bank or a new bank
  • Utilize the banking resources available to you for free
  • Maintain your banking options in the best of times

*CPE Credit-Participants will be able to identify three practices that will allow them to be a better banking expert for their organization. Field of Study: Accounting

How to Control the Run-Away Cost of Worker's Compensation Insurance

SPEAKERS

Asgeir Berge
Chief Financial Officer, Western Limited

Details

How to Control the Run-Away Cost of Worker's Compensation Insurance

With a 30-year career spanning banking, agriculture, chemicals, and private investigations, Asgeir Berge brings broad knowledge of this topic. The presentation will cover the basic cost drivers of Worker's Compensation claims, how to assess fraudulent versus legitimate claims, and how to discourage future fraudulent claims. 

Key Takeaways:

  • The basic Cost Drivers in Worker's Compensation
  • How to assess if a claim is legitimate
  • Understanding and addressing a cluster of claims
  • How to reduce the risk of future fraudulent claims

 

 

*CPE Credit-Participants will be able to differentiate between legitimate/non-legitimate claims and how to handle them. Field of Study: Finance

Sox as a Six Sigma Agent

SPEAKERS

Edwin Negron-Carballo
Chief Financial Officer, Concurrent Manufacturing Soluctions

Details

Sox as a Six Sigma Agent

Use of Internal Control Assessment techniques to evaluate the efficiency & productivity of financial processes. Use of a Case Study approach to present this topic and properly communicate the benefits that can be obtained=>Discuss how this approach translates into Economic Value Added for the enterprise.

Key Takeaways:
  • Proper & efficient Mapping of Accounting processes
  • Identifying Source Documents
  • Determining the efficiency & productivity of accounting processes
  • How to promote change in behavior & processes in order to add value for the enterprise
  • Sox as a Six Sigma agent=>Catalyst to unlock efficiency & productivity in your organization

*CPE Credit-Participants will be able to use internal control assessment techniqies to evaluate the efficiency & productivity of finalical processes. Field of Study: Accounting

Reporting on Health: A Roadmap for Investors, Companies, and Reporting Platforms

SPEAKERS

Francois Millard
Chief Financial Officer, The Vitality Group

Details

Reporting on Health: A Roadmap for Investors, Companies, and Reporting Platforms

Health has long been recognized as central to sustainable development, as both a beneficiary and a contributor. Within the United Nations’ latest Sustainable Development Goals, health is a key indicator of what development seeks to achieve. Business increasingly recognizes this reality yet – with important exceptions – has been slow to embrace the potential for mutual benefit to profitability and to society that could be achieved by companies more explicitly and actively addressing health. 
 
Key Takeaways:
  • The business case: health as a cornerstone of good business
  • Know that human capital is both an input and an output of a company’s performance.
  • Why companies should include health metrics – in terms of both inputs and outcomes – as part of their governance, management, and reporting practices.
  • Why investors should understand, request, and exert pressure on companies to include health metrics as part of reporting, rewarding positive actions and penalizing inaction (or negative actions)
*CPE Credit-Participants will be able to describe at least three ways a wellness program can improve overall performance in an organization. Field of Study: Social Env of Business
Preparing for Big Data, Business Intelligence and the Data-Driven Age

SPEAKERS

Marc Hamilton
Chief Financial Officer, Treasurer, CDG Engineering & Associates

Details

Preparing for Big Data, Business Intelligence and the Data-Driven Age

Business management is facing a new technological era quite unlike any previously experienced. Broad scale technological developments are emerging that will unlock insight from data in ways that have not previously been possible. Managing big data will provide clearer knowledge which will allow for informed decision making and establishment of a competitive strategic advantage for businesses.

 
Key Takeaways:
  • What is Big Data/ Business Intelligence and why is it important?
  • Keys to Data Management.
  • Defining the Talent Needs.
  • What will implementing Successful Change look like?    

*CPE Credit-Participants will be able to describe Big Data and three ways to manage it to fulfill your organizations needs. Field of Study: Administrative Practice

 

How Do You Know You're REALLY Making a Profit?

SPEAKERS

Thomas Murphy
Chief Financial Officer, Wood Harbinger

Details

How Do You Know You're REALLY Making a Profit?

Where are we making money? Why do our bids/contracts look profitable at the beginning of the contract but never turn out that way? Cost Accounting has become a forgotten discipline and unused technique in the CFO toolbox. Come find out how simple cost accounting can identify and up your earnings.

 
Key Takeaways:
  • Cost Accounting can be used in any type of business or industry - Including Service Companies
  • Income Statement/GAAP Accounting does not provide enough information at the operational level to guide margin improvement efforts
  • Cost Accounting can identify margin leakage, pricing issues, and operational inefficiencies
  • Overhead Rates - How to calculate them, what they mean, and how to use them
  • Pricing - The influence of Cost on Pricing Decisions and Contract Terms (Yes, Contract Terms!)

*CPE Credit-Participants will be able to describe the basics of cost accounting and how it can aid in overall performance metrics. Field of Study: Accounting

Empower Your Controller (And In Turn, Yourself)

SPEAKERS

Mike Whitmire
CEO & Co-Founder, FloQast, INC

Details

Empower Your Controller (And In Turn, Yourself)

A great Controller is the first building block for a great CFO, navigating your accounting team towards the ultimate goal of providing timely and accurate financial information. CFO's understand how crucial their Controller is, but most have been removed from closing the books for a long time. Learn how to strengthen the CFO-Controller relationship, setting both parties up for success.

 
Key Takeaways:
  • Understand your Controller’s value
  • Behind the scenes: What makes Controllers tick
  • How to empower your Controller
  • Benefits CFO's get from an awesome Controller

 

*CPE Credit-Participants will be able to identify three ways to empower a controller to aid in operations. Field of Study: Administrative Practice

The Payments Industry - We're We've Been, Where We Are Today, Where We're Going

SPEAKERS

Dick Jones
Vice President, Commercial Card, Capital One

Details

The Payments Industry - We're We've Been, Where We Are Today, Where We're Going

In the history of the world, payments have evolved from the 15th century BC use of bartering, to paper money, credit cards, and now digital payments.  FinTech companies are continually innovating and delivering new technology to automate the payments process, prevent fraud, and provide the flexibility.  CFO's of companies of all sizes can capitalize on this technology and innovation to improve their productivity and deliver value to their business.  Understanding the payments options available in the marketplace and selecting the right combination is the first step in the process.  

 
Key Takeaways:
  • If you're a CFO and have not taken the time to modernize your company's payment process, now is the time to make the change.
  • If you're continually having to increase your financial and accounting resources as your business grows, there is a better way.
  • Assessing your current environment and developing a plan to migrate to a more efficient and effective process is a must.
  • There are a lot of options available in the financial marketplace, and understanding the right buying criteria is key.
  • It's not an overnight proposition to plan and migrate to a digital payments environment.
*CPE Credit-Participants will be able to identify payment options in the current market and elaborate on how they can benefit their organization. Field of Study: Finance
Emerging Technology Trends Affecting Finance, Accounting & Treasury

SPEAKERS

Brent Meyer
Vice President, National Sales Manager, Nvoicepay

Details

Emerging Technology Trends Affecting Finance, Accounting & Treasury

From digital checks to the distributed ledger. From same-day ACH to cross-border payment. These are just a few of the payment technologies that are shaping up to disrupt your business's back office. Join Brent Meyers, as he discusses these trends in detail and sheds light on its implications for your business

 

Key Takeaways:

  • Learn about emerging technologies
  • Identify how new technologies will affect your business

 

*CPE Credit-Participants will be able to identify and describe at least three emerging technologies in the finance field. Field of Study: Computer Science

Become a Tech Savvy CFO

SPEAKERS

Vijay Ramakrishnan
Senior Director, Product Marketing, Intacct Corporation

Details

Become a Tech Savvy CFO

Shifting business strategies are rewriting the ways companies execute financial processes and operations. As a CFO, it’s your job to think long-term. You need to be the leader who modernizes systems and operations so that your company acts with boldness when others hesitate. You need to be a tech-savvy CFO. Are you ready?

 
Key Takeaways:
  • Diagnose whether technology is holding your finance team back
  • Learn how to make metrics more useful for decision-making
  • Identify technology that will be a long-term solution, not just a stop-gap

*CPE Credit-Participants will be able to describe three ways technology can aid in overall operations. Field of Study: Personal Development

 
 
R&D Credits and Employment Incentives: Cash Savings in 2017

SPEAKERS

Stephanie Banuelos
WOTC Practice Leader, Corporate Tax Incentives

Details

Mark Echols
R&D Practice Leader, Corporate Tax Incentives

Details

R&D Credits and Employment Incentives: Cash Savings in 2017

Many companies are aware of tax credits, but unaware of recent changes and new methodologies that increase benefit and simplify implementation. For example, R&D credits can now offset payroll tax and hiring tax credits can be screened over the phone - no paperwork. CTI will share a pragmatic overview of credits available and our process and technology. 

 
Key Takeaways:
  • What qualifies for the R&D tax credit and net benefit
  • What qualifies for WOTC – the credit for hiring employees – and net benefit
  • Recent changes to the credits: include more taxpayers, increase benefit, simplify implementation
  • Process to successfully capture, document, and sustain the credits 

*CPE Credit-Participants will be able to idetify what qualifies for R&D and WOTC tax credits and how that benefits their standing. Field of Study: Taxes