CFO SUMMIT AGENDA

Preliminary Agenda
Wednesday, March 15
  • 3:00 – Registration Opens
  • 5:30 – Welcome Network Reception
  • 7:00 – Dinner on Own or with Sponsors
Thursday, March 16
  • 7:30 – Continental Breakfast
  • 8:15 – Welcoming Remarks 
    • Co-chair: Melissa Mitchell, Bonneville International
    • Joseph J. Annotti, MFM President & CEO
  • 8:30 – Going Beyond the Balanced Scorecard: Strategies for and with Tomorrow’s KPIs
    • Dr. Michael Schrage, MIT
      • Digitalization, instrumentation, next-gen algorithms and analytics have transformed how enterprise performance gets monitored, measured and managed. Identifying links between capital investment financial, human and social - and desirable business outcomes becomes easier and clearer. Getting greater value from new and existing KPIs - boosting ROKPI (Return on KPIs) - is becoming a CFO imperative. Dr. Schrage will explore and explain how and why CFOs can and should use KPIs as ‘organizing principles’ to better define and design how capital allocation delivers measurable value. CFOs need to be leaders, not just partners, in shaping how new KPIs drive new value.

  • 9:30 – The CFO’s Role in Enterprise Risk Management
  • 10:30 Refreshment and Networking Break
  • 11:00 – How to Become Your Company’s Chief Value Creation Officer
    • Reed PhillipsOaklins DeSilva+Phillips
      • As a CFO you already have broad responsibilities, but the single most important task for any company is value creation. As CFO, you are ideally positioned to take on this role. Most likely, you are actively involved in the annual budget and strategic plan. Determining your company's value once a year and using that as a benchmark for improvement is a logical extension of the work you are already doing.
        Reed Phillips, the author of QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps, will present his new valuation methodology that is specifically geared to internal teams. In this session, you will learn how to measure the qualitative and quantitative metrics that define your business and how to use them to value your company, as a whole and in its parts.
        At the end of the session, you will leave with a workbook that can be used as a template for determining your company's value.

  • 12:00  Networking Lunch
  • 1:30 – Why You Can No Longer Afford to Ignore Changes to the Payment Industry
  • 2:30 – Taking Environmental Social Governance (ESG) from Investor Risk Mitigation to Value Creation
  • 3:30  Networking and Refreshment Break
  • 3:45 – Tax Update
  • 5:30 – Networking Reception and Dinner
Friday, March 17
  • 7:30 Continental Breakfast
  • 8:00 – What’s Ahead for the Economy? 
  • 9:00 – Riding the Waves of Transformation: Insights from AICPA’s “Future of Finance” Group
    • Barry PayneDirector - External Relations, Management Accounting, AICPA
  • 10:00 – CFO Roundtable
  • 11:45 – Closing Remarks and Adjournment