Main Day Three - Thursday, November 14, 2024

8:00 am - 8:55 am Executive Breakfast

8:55 am - 9:00 am Chairperson's Welcome

9:00 am - 9:45 am Prioritize Better Business Partnering and Data-Driven Decision Making to Grow Value and Business Success

To further transform finance, organizational value building is top-of-mind. To accomplish this, teams are focusing on partnering with the business by aligning their initiatives for better business performance and using data as an accelerator. Key discussion points:

  •  Establish KPIs that match to assist in meeting those goals 
  • Explore data’s impact on profitability and examples of how it can uncover opportunities for reinvestment
  • Uncover how leaders are using data as a tool to prioritize growth opportunities
  • Turn your data into impactful, actionable insights and aid in smarter decision-making and accelerated transformation


9:45 am - 10:10 am 1:1 Business Meetings

9:45 am - 10:10 am Part 1: Adapt Processes or Adopt Technology? Tips on How to Best Incorporate New Tools

In an uncertain economic environment, finance leaders are looking to drive efficiencies with low risk to the bottom line. Hear various implementation journeys and lessons learned when applying and evaluating your tech stack. Is new technology always the answer? Can you change your processes for a better outcome? What will your resources support?

 

A series of 25-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference. 

1:1 Business Meetings

10:15 am - 10:40 am 1:1 Business Meetings

A series of 25 minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference. 

This is an opportunity to select some common challenges that you would like to collaborate with your peers on. In groups of roundtables, we will discuss and explore ideas and areas of opportunities.  

Challenge Rounds

10:15 am - 10:40 am Part 2: Adapt Processes or Adopt Technology? Tips on How to Best Incorporate New Tools


10:45 am - 11:15 am Networking Break


11:15 am - 11:45 am Bring Your Own Challenge

Take time to engage with peers and new connections to dive into the challenges on your plate. Benchmark and share experiences in small groups to move the needle on your projects and take away action items to inspire the next steps for your organization. 

A series of 25-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference. 

1:1 Business Meetings

11:45 am - 12:10 pm 1:1 Business Meetings

A series of 25 minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference. 

This is an opportunity to select some common challenges that you would like to collaborate with your peers on. In groups of roundtables, we will discuss and explore ideas and areas of opportunities.  

Challenge Rounds

11:45 am - 12:10 pm Reimagine Roles and Skills to Support the Future of the Finance Function

With attrition rates continuing to rise, it is critical to retain and support employees in their roles. The need to manage and navigate the workforce is a top priority and leaders are looking for new ways to interact and support employees to create adaptable and loyal additions to the team.

·        Explore training, leadership and mentorship programs that can be used to support your workforce

·        Hear strategies on upskilling teams to support new technology and reach optimal levels of productivity

·        Build a harness a culture of continuous improvement to nurture relationships and retain talent

·        Discuss tips to effectively manage a distributed workforce

·        Consider what skills are favorable when hiring for the future of finance leaders

 

Marcus Silveira, CFO – SMB, Dell

12:15 pm - 1:15 pm Executive Luncheon

1:15 pm - 1:40 pm 1:1 BUSINESS MEETINGS

1:15 pm - 1:40 pm Collaborate with C-Suite Peers for Accelerated Growth

Strengthening relationships with cross-departmental c-suite creates well aligned strategies with overall business goals and deeper insights into overall operations. This ultimately impacts where costs are cut and where investments are made. Benchmark best practices to work cross-functionally to understand different needs and find ways to contribute to their overall goals – with the end goal of growth, efficiency and resiliency.

This is an opportunity to select some common challenges that you would like to collaborate with your peers on. In groups of roundtables, we will discuss and explore ideas and areas of opportunities.  

1:45 pm - 1:50 pm Event Concludes

A series of 25-minute consultative meetings with service providers that can help provide insights and value to your roadmaps, strategies, and plans for the quarters to come: based on mutual availability and personal preference. 

This is an opportunity to select some common challenges that you would like to collaborate with your peers on. In groups of roundtables, we will discuss and explore ideas and areas of opportunities.