Financial Executives International (FEI) presents its 2017 Financial Leadership Summit April 23-25 at the Anaheim Marriott in Anaheim, Calif. This year’s theme focuses on Innovation Management: Leading Change Beyond Finance.
The event targets CFOs and other financial executives and offers dynamic personal, professional and networking opportunities in a knowledge-intense atmosphere.
“The FEI Leadership Summit is key to our mission to engage, educate and support financial executives,” said Andrej Suskavcevic, CAE, President and CEO of FEI. “This year’s Summit addresses issues facing our members such as managing organizational change, succession planning, transitioning into a CFO role and leveraging digital technologies. The conference sessions will provide participants with tools they need to tackle these issues as well as effectively lead their respective organizations and the industry at large.”
Participants of FEI’s Summit will have the opportunity to interact in a relaxed environment with like-minded peers while sharing challenges and strategizing for the future. Here they’ll learn from and connect with experts in the profession and throughout industries who provide real-world solutions to current challenges.
“FEI’s Financial Leadership Summit is unique because it’s an event that is attended annually, and repeatedly by so many financial executives. As a result, you are able to make business connections that last long after the event has ended, and you come back and renew them each year,” said Stephen Kasprisin, Chief Financial Officer of Magna Flow and Chair of the 2017 Summit Planning Committee. “ Summit gives all of us as attendees quality time to learn from today’s industry experts and freely exchange ideas with like-minded finance peers. And this event is not just for FEI members — as the networking opportunities combined with the program’s agenda provides all of today’s financial professionals a chance to learn valuable tools they can take back and share with their company.”
This year’s keynote speakers include:
Guy Kawasaki, Chief Evangelist at Canva: Kawasaki is an evangelist, author, speaker, and a Silicon Valley venture capitalist. He was one of the Apple employees originally responsible for marketing their Macintosh computer line in 1984. Kawasaki is also the author of The Art of the Start 2.0, The Art of Social Media, Enchantment and nine other books.
Mike Foster, Founder and CEO of Foster Institute: More than 20 years ago, Foster began training people to be more productive in their use of technology. He is author of The Secure CEO: How to Protect Your Computer Systems, Your Company, and Your Job.
Erica Dhawan, Founder and CEO of Cotential, a global consultancy that helps organizations transform by delivering collaboration across teams, business units, customers and other stakeholders. As one of today’s most provocative business thinkers on the future of work, she advises business leaders and companies to lead markets through innovations that matter, create increasing value for clients, delivers sustainable results and ensures future global competitiveness.
Sekou Andrews, Founder & CEO, Sekou World Inc.: A week in the life of poetic voice Sekou Andrews could find him presenting giving the keynote at a leadership conference or performing pieces for Barack Obama in Oprah’s backyard. This schoolteacher turned national poetry slam champion has become the world’s leading Poetic Voice, a new type of speaker and artist who fuses inspirational speaking with spoken word poetry and strategic storytelling to give voice to the messages of organizations and help them tell their most powerful stories.
To register for FEI’s 2017 Financial Leadership Summit, or for additional information, including featured speakers’ biographies visit www.financialexecutives.org/summit.
Financial Executives International (FEI) is a leading advocate for the views of corporate financial management. It features more than 10,000 members who hold policy-making positions as chief financial officers, treasurers and controllers at companies from every major industry. FEI enhances member development through peer networking, career management services, conferences, research and publications.
Here is the agenda for the 2017 FEI Financial Leadership Summit:
Monday, April 24
7:30 am – 8:20 am
Myths & Misconceptions of Employer Healthcare Plans | Presented by Hays Companies
Although many popular ideas about medical plans are based on truths, the complicated issues involved are often misunderstood or oversimplified to the point of being false or misleading. This session seeks to provide a deeper understanding of how many decisions plan sponsors make often have unforeseen and unfortunate consequences.
Industry 4.0 and BlockChain and the Internet of Things | Presented by BDO USA LLP
Macro trends such as The Internet of Things (IOT), Industry 4.0, the digital revolution and the rapid pace of globalization are driving dynamic changes throughout the middle market. Awareness of where you stand in the innovation cycle and your company’s appetite to drive strategic change will be a key part of future success. In this session, attendees will be able to assess the validity of a consistent, transparent and relevant corporate strategy around an ever changing technology world, understand the innovation curve and how to appropriate plan to take advantage of technology in your space and leverage the power of secured data blockchain and bring via secured business intelligence.
Transformational CFO: Planning for Change | Presented by Grant Thornton
Elections bring change and the most recent election is no exception. The new administration brings with it business optimism and a perceived rising tide of economic possibilities stemming from deregulation and new legislation. While the exact agenda is evolving, it is clear that industries with little recent growth can expect that to change, and some industries that have benefited recently might face headwinds. Grant Thornton’s research aims to uncover how finance leaders at leading businesses are adjusting their growth strategy, assessing the maturity of finance and operations, or looking to automate and leverage data within core systems, all in order to turn today’s challenges into tomorrow’s opportunities.
Preparing for a Liquidity Event | Presented by Workiva
This session will discuss how companies successfully addressed challenges of an IPO or secondary offering, and what you need to know as you plan your process. It will also cover current U.S. IPO, M&A, liquidity, and financing trends, the current regulatory environment, practical considerations for navigating the process, assembling the right internal team and controls throughout your organization, managing publicity and marketing during the buildup.
8:30 am – 9:00 am
Welcome and Opening of Conference
9:00 am – 10:00 am
Opening Keynote Address | The Art of Disruption
Guy Kawasaki | Chief Evangelist | Canva
Guy Kawasaki made a name for himself at Apple in the 1980s as the evangelist who helped launch the Macintosh computer. As founder and CEO of Garage Technology Ventures, he has tested and proven his ideas with dozens of startup companies. Attend this session to learn how to create innovative products and services using tactical and practical techniques.
10:00 am – 10:30 am
Networking Break in Exhibit Hall, Sponsored by Ledgent
10:30 am – 11:20 am
Innovation Tracks (Concurrent Sessions)
Transform Value with Analytics and Digital Strategies (Technical Skills and Tools Track)
Is your organization confronted with new tools and technologies on a daily basis? With the ever increasing use of analytics to synthesize and make sense of data, your options are growing daily. However, undertaking a digital transformation requires a sound strategy even more than a technical platform. Listen to two of our firm’s analytic leaders describe how our clients are creating effective digital strategies to transform their organizations.
Making the Leap: Transitioning to CFO (Expertise Expansion Track)
Many senior-level finance professionals aspire to join the C-suite. Beyond technical expertise, the move requires a broader business view, expanded influence and heightened visibility. This session will discuss what’s different for finance professionals when they reach the CFO ranks, the technical and nontechnical attributes needed to get there, and how current controllers and vice presidents can enhance their professional marketability – and their chances of being tapped for this prestigious position.
Driving Organizational Change (Executive Leadership Track)
Change starts at the top. If as an executive leader, you are unable to support organizational change, how can your direct reports and their teams move forward? This session will focus on an executive leader’s responsibility at each stage of transition throughout a change initiative – what they can do to positively influence others’, how they impact the speed of adopting new systems and processes and how to uphold an agile culture reflective of the company’s values and vision.
11:30 am – 12:20 pm
Innovation Tracks (Concurrent Sessions)
Leading Finance Teams in a Digital Era (Technical Skills and Tools Track)
New technologies, including democratized analytics, cloud solutions, and robotic process automation are becoming predominant in critical business areas, including finance. These trends can be a tremendous help in the quest to keep quality high and cost low – but only if they’re balanced with the right set of organizational skills and a strong culture of business partnership. Attend this session to gain insight into how new technologies are changing how teams are managed.
Building Key Partnerships/Managing Relationships with Internal and External Resources (Expertise Expansion)
A panel of CFOs and CEOs will discuss how to build the networks required to be successful dealing with the issues facing today’s financial executives both internally and externally. Drawing on their own experiences, the panelists will merge insights into action as financial executives who have truly “been there and done that and offer practical strategies for growth and success.
The CFO: Becoming a Strategic Partner (Executive Leadership Track)
The value of the CFO continues to expand in today’s business landscape. In addition to driving cost efficiencies and identifying profitable sources of revenue growth, CFOs must be able to provide key input on the direction of the company. Today’s CFO must have a deep understanding of strategy, leadership skills and be an effective communicator with all stakeholders. Attend this panel presentation and gain insight to help elevate you into a more effective business partner.
12:20 pm – 1:20 pm
Networking Luncheon in Exhibit Hall
1:30 pm – 2:35 pm
General Session: Ideas Worth Sharing
Attend this session and hear burst-size talks designed to stir your curiosity. Each presenter will share well- formed ideas in under 18 minutes that are personal, concise, and takes us on a journey of ‘ah-hah’ moments.
Managing Self Development in a World of Complexity
Leadership Lessons from Children
Escaping the Rut, The Quest for Sustainable Happiness
2:40 pm – 3:30 pm
Innovation Tracks (Concurrent Sessions)
Growth of FinTech: Making the Leap to New Technologies (Technical Skills and Tools Track)
FinTech (financial technology) has become the latest industry buzzword and can mean anything from a free crowdfunding app or a multi-million dollar corporate accounting system. This session will review some of the new technologies that create operational success and review best practices for making the jump to these new technologies.
Assess and Enhance Your Personal Leadership Style (Expertise Expansion Track)
Good news…there is no perfect leadership style. It is up to you to know and match your strengths, gaps, values, beliefs, personality and tendencies to a style that works for the environment in which you’re expected to lead. You are responsible for growing teams that have individual contributors and leaders too. A company’s talent retention strategy depends on your style and daily decision-making capabilities.
Managing Successful Mergers and Acquisitions (Executive Leadership Track)
Mergers and Acquisitions (M&A) are exploding in numbers worldwide, and the trend is likely to continue. Unfortunately, many transactions fail to generate expected value or return on investment due to poor due diligence, integration challenges and other unforeseen hurdles. M&A can be an effective growth strategy. Or it can be a hot mess. Gain insights from experienced M&A professionals to maximize strategic value.
3:30 pm – 4:00 pm
Networking Break in Exhibit Hall, Sponsored by Avalara
4:10 pm – 5:05 pm
Afternoon Keynote: The Shocking Truth Executives Need to Know About Protecting Your Private Data
Mike Foster | Founder & CEO | Foster Institute
Normally, you rely on your IT professionals to keep your network safe. Unfortunately, IT is such a big world these days, your IT professionals may not be aware of what could cost you and your business millions. Mike will explain in plain English the shocking truth about how un-secure your business and vital systems likely are—and the critical questions you must ask your IT professionals to ensure that you are safe. Learn the top 12 key strategies you must review and implement with your IT professionals to insure that your essential information, network and assets are protected.
5:05 pm – 6:30 pm
Reception in the Exhibit Hall
Tuesday, April 25
7:30 am – 8:20 am
Implications of Potential Tax Reform On Private Companies/Family Owned Businesses | Presented by EY
Current proposed tax legislation and the effect on private businesses and their owners. Some of the topics will include the potential effects of changes in treatment of capital expenditures, the taxation of international operations and flow-through entities and owners. We will also address proposed changes in business & personal tax rates, limitation on deductions and the border adjusted consumption tax.
Technology Drivers Impacting Enterprise Performance Management | Presented by Infor
The role of the CFO is changing. It’s become more strategically-focused, more value-focused, and more future-focused. The modern CFO must approach strategy formulation and performance monitoring in a manner than goes beyond reporting to provide accurate, actionable business insights. This session will present the technology drivers impacting adoption of Enterprise Performance Management solutions to systematize business planning and consolidation; profitability management; and compliance functions to drive collaboration across the enterprise and bridge the gap between Finance and Operations.
The Digitization Of Business And How Artificial Intelligence Is Redefining Financial Reporting And Auditing | Presented by KPMG
Artificial intelligence is not just science fiction anymore. This session will explore some of the technological advancements, obtainable insights and key concerns that are part of an organization’s digital journey. Specifically, we will look at the personnel, skill sets and capabilities required to successfully implement digital transformation in reporting, and the impact those choices will have on digital readiness and ultimately the audit of the financial statements.
Succession Planning as a Key Business Strategy | Presented by Microsoft
Succession planning often emerges as a fiduciary requirement or an exercise put in place after an unexpected executive departure. High impact succession management is an approach that enables an organization to identify, assess, develop and engage talent in order to proactively plan for the future business needs, and respond quickly to change. This session will explore how our evolution to a more integrated succession management approach will better support our future business needs while engaging key talent in alignment with our culture.
8:30 am – 8:40 am
Stephen Kasprisin | Chief Financial Officer | Magna Flow | 2017 Summit Planning Committee Chair
8:40 am – 9:45 am
Morning Keynote Address | Get Big Things Done: Unleash Your Connectional Intelligence
Erica Dhawan | Founder & CEO | Cotential
We typically associate success and leadership with smarts, passion and luck. But in today’s hypercompetitive world, even those gifts aren’t enough. Strategist Erica Dhawan argues that the game changer is a thoroughly modern skill called Connectional Intelligence (CxQ). Virtually anyone can maximize his or her potential, and achieve breakthrough performance, by developing this crucial ability. This session will help you understand the practice of using connectional intelligence as the key to professional success and leadership in the 21st century. You will learn from real-life stories and leave with an action plan to become a power player in your organization.
9:50 am – 10:20 am
Networking Break in the Exhibit Hall, Sponsored by Coupa
10:30 am – 11:20 am
Innovation Tracks (Concurrent Sessions)
Accounting Change – How Private Companies Can Plan For The Adoption Of The New Revenue Recognition And Lease Standards (Technical Skills and Tools Track)
Diversity and Inclusion as a Strategic Priority (Expertise Expansion)
One of the biggest challenges facing organizations today is the rapid pace at which the workforce is changing. In the midst of these changes, workplace diversity and inclusion has become a corporate imperative as companies strive to develop a more cohesive, collaborative environment as a means to drive growth. Attend this session and gain insight from Microsoft’s Director of Diversity and Inclusion on building an environment that fosters diversity and inclusion.
2017 CFO Outlook – Looking Ahead (Executive Leadership Track)
Dr. Ajit Kambil | EGlobal Research Director | Deloitte
In this session, we will look to the future – 2017 and beyond to explore how CFOs will engage within their organizations. The current state of the finance function and the CFO’s role in driving enterprise performance in the future will be discussed. Attend this session and gain insight into where CFOs will play 5-10 years from now.
11:20 am – 12:20 pm
Sekou Andrews | Poetic Voice, Founder & CEO | Sekou World Inc.
Companies large and small grapple with how to face disruption and inspire a culture of innovation. Sekou Andrews offers a creative perspective on embracing failure, encouraging unconventional thinking and being the kind of leader who walks your innovation talk. This hilarious and powerful presentation will impact your mindset on a business and personal level, as Sekou shares his own story of creating cutting edge style of communication.
12:20 pm – 1:30 pm
Networking Luncheon in the Exhibit Hall
1:35 pm – 4:30 pm
Post-Conference Leadership Immersion Workshops (additional registration/fee required)
Enhance Your Executive Communication & Presence: Speak and Present with Passion, Persuasion and Pizzazz
Maria Guida | President of Successful Speaker Inc | Executive Coach
Rational Rainmaking Strategies for Financial Influence: Business Development and Influencing Skills for Financial Experts
Ed “The Rainmaker” Robinson | CEO | Robinson Performance Group