Renaissance Schaumburg, Chicago, Illinois
October 15-17th, 2017

This event is co-located with

Renaissance Schaumburg, Chicago IL
October 15-17th, 2017

Key Themes

Technology & Transition in Finance
  • What are the Top 3 Technology Items that CFO's need to Focus On?
  • BI systems & Cognitive Analytics
  • Migrating Finance Operations to the Cloud: Pros and Cons
  • Hot Topics in Process Automation
  • Artificial Intelligence and its Application for Finance
  • How to Enable the Paperless Finance Team
CFO Leadership & Innovation
  • Key Roles & Responsibility of Today's CFO
  • Managing Organization Change: Vision, Strategy and Prosperity
  • Elements of Successful Teams and Developing Next-Generation Finance Leaders
  • Board Relations, Effective Company Structure, CEO/ CFO Relationship
  • Staying Ahead of Changing Political Climate.
  • How to Promote Innovative Thinking in Finance
Strategic Financial Management
  • Today’s CFO: Strategic Responsibilities & Relationship Best Practices with an Active Board
  • Determining the Value of Long Term Costs
  • Using Data to Drive Strategy: FP&A Changing and Tethering to KPI's & metrics
  • Self-service BI vs Value Added Analysis.
  • Acquisitions: Do Most Fail to Achieve a ROI? Does Staying the Same Mean Falling Behind?
  • Strategies to keep Business Unit/Department Leaders Accountable for Their Results
Banking & Capital Markets Practices
  • Good Banking relationships
  • Risks and Opportunities in Funding Business Operations
  • Impact of Robotic Process Automation and Integration
  • Interest Rate are on the move how to prepare for a changing environment
  • Latest in M&A trends; Preparation for M&A transactions
  • Current Middle Market Lending Environment
Governance, Risk Mgmt & Compliance
  • Aligning to Collaborate: CFO's role in Board of Director Meetings
  • Ongoing Cost of Cyber-Security and PCI Compliance
  • Evolving Role of Internal Audit
  • Using strategic Planning as a Tool to Manage Risk
  • 2018 GAAP Revenue Recognition Changes: Lessons Learned for Q1 Reporting
  • Latest Changes in Compliance

Fall 2017 Presentations

Keynote Presentation

Solve these 5 Team Challenges and Transform your Business

Keynote Presentation

Keynote Panel: Organizational Culture as a Competitive Advantage

Breakout Presentation

What is Going on with Healthcare Costs?

Breakout Presentation

The Softer Side of Finance - Improving the Soft Skills of Your Team


Fall 2017 Speakers

Judy Edge
Corporate Vice President, Human Resources

FedEx Corporation

Shawn Bryant
Vice President, Finance - North American and EMEA Payroll Operations at American Express

American Express

Moderator: Tamara Heimonen
Associate Director, HR Research & Advisory Services

McLean & Company

Lyle Wells
National Director of Leadership Processes

Flippen Group


2017 Steering Committee

Paul Feltman
Chief Financial Officer

Casino Del Sol

George Montague
Chief Financial Officer

Smiths Medical

Michael Sledge
Chief Financial Officer

Duke Clinical Research Institute

Nick Hawtrey

Allied Electronics


Event Schedule

Day 1 Sunday October 15

5:00pm - 7:00pm
Welcome Cocktail Reception/Registration

Day 2 Monday October 16

7:30am - 9:00am
Breakfast Buffet

8:00am - 8:50am
Keynote Presentation

9:00am - 1:00pm
Conference Sessions

9:00am - 1:00pm
One-on-One Research Meetings

1:00pm - 2:00pm
Gourmet Lunch

2:00pm - 6:00pm
One-on-One Research Meetings

2:00pm - 6:00pm
Conference Sessions

6:00pm - 7:30pm
Networking Drinks Reception

Networking Dinner

Day 3 Tuesday October 17

7:30am - 9:00am
Breakfast Buffet

8:00am - 8:50am
Keynote Presentation

9:00am - 12:10pm
Conference Sessions

9:00am - 12:10pm
One-on-One Research Meetings

Attending Companies

American Express
Thompson Creek Window Company
Swiss Valley Farms
Ryonet Corporation
Giroux Glass, Inc
Working Solutions
Green Dot
Resolution Media
Allied Electronics
Autobell Car Wash, Inc.
Axioma Inc
Centier Bank
Children's Home Society
Didion Milling, Inc.
Duke Clinical Research Institute
EisnerAmper LLP
Ellsworth Adhesives
Port City Group
Mina Business Solutions/Millennial Transport Services
Morneau Shepell
ProTrans International
RK Mechanical
StormGeo Corp Inc
BMM International