CFO Rising East Summit

March 22 & 23, Boston, 2017

The Schedule

*Please note, this is subject to change

  • Strategies for the Modern CFO
  • Financial Innovation & Tech

Day 1

07:20

Registration & Light Breakfast

08:20

Chairperson Overview

10:30

Coffee Break - Exhibition Hall

Strategies for the Modern CFO

11:00

Delivering Growth in a Declining Industry

Daniel Surette — VP, Finance at The Economist

11:30

WORKSHOP: Host Analytics in Action - EPM Platform Demo

Pamela Theriault — Senior Solution Consultant at Host Analytics

12:30

Lunch - Exhibition Hall

13:30

Strategic Planning For Creative Organizations

Claudio Ludovisi — VP, Head of Strategy & Business Planning at Disney ABC

14:05

2017 U.S. Department of Commerce Mandatory BEA Reporting Update

Robert M Schechter — VP, PorzioCS at Porzio Compliance Services

14:15

ROUNDTABLE: The Hidden Costs of Inertia: Lessons from Global Payroll

Paul Bartlett — CEO at CloudPay

15:00

The Changing Role of the CFO

Amit Singhi — CFO at FLIR

15:30

Coffee Break - Exhibition Hall

15:30

5 Minute Introduction with Avalara

16:00

PANEL: Innovative Financing for Sustainability

Ariana Meinz — Debt Capital Markets Analyst at Bank of America

16:30

New Payment Technologies

Karla Friede — CEO at Nvoicepay

17:00

Dynamic Finance Talent to Lead Positive Change

Ted Delgado — North America Controller at Hershey

17:30

Networking Drinks - Exhibition Area

Financial Innovation & Tech

11:00

Bringing an Innovative Financial Challenge

Vipin Rikhi — Controller at New Balance

11:30

WORKSHOP PANEL: Supporting Your Global Growth

Malcolm Pobjoy — Group Commercial Director at Vistra

12:30

Lunch - Exhibition Hall

13:30

PANEL: Technology Finance and Driving Business Results

David Starr — CFO at Edlong Dairy Technologies

14:15

ROUNDTABLE: Creating and Enabling the Finance Function of the Future

Philip Peck — Vice President at Peloton Group

15:00

Hidden Risks, Hidden Opportunities in Incentives. How the New FASB Rules on Revenue Recognition Impact Your User of Commissions, Bonuses and Contests

Erik M Charles — VP, Product Marketing at Xactly

15:30

Coffee Break - Exhibition Hall

15:30

5 minute Introduction to Abacus

Omar Qari — Co-Founder at Abacus

16:00

Xtreme Finance Transformation

Ethan Carlson — Founder and CEO at Carlson Management Consulting

16:30

Creating the Conditions for Efficient Growth

Josh Onishi — CFO & EVP at Genji Sushi

17:00

Transformation: Catalyzing Change from the Finance Seat

Nick Fischer — CFO at Betteridge

17:30

Networking Drinks - Exhibition Area

  • Financial Risk & Opportunity

Day 2

Financial Risk & Opportunity

07:00

Registration & Light Breakfast

08:20

Chairperson Overview

08:30

The Future of Finance

Jennifer Scott — COO, Finance at eBay

09:00

Corporate Travel Management

Louise Lascik — Owner at Travel Leaders

09:30

CCAR & Stress Testing Forecasting

José Nazario — SVP, FP&A, CCAR, Head at Citi

10:00

FP&A Upgrade: Best Practices for Planning Excellence

Liran Edelist — CEO at Actiview

10:30

5 minute Introduction from Cimcon

10:30

Coffee Break - Exhibition Hall

11:00

The CFO Role Metamorphosis

Shiwali Varshney — CFO at Skyboxcapital

11:30

The Power of Payment and Accounts Payable Integration

Jim Wright — VP, Sales at Corcentric

12:00

Captive Insurance: A Creative Alternative to Providing Risk Protection for the Mid-Sized Company

Don Janezic — EVP at Bigelow Tea

12:30

Lunch - Exhibition Hall

13:30

PANEL: An FP&A Perspective on Forecasting & Leadership

Brian Kalish — FP&A Consultant at Kalish Consultancy

14:30

Shared Value a Leadership Model of the Future

Brett Tromp — CFO at Discovery

15:00

Forecasting in Fluctuating Markets

Frank J Sansone — SVP, Head of Treasury at China Construction Bank

15:30

End of Summit

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