
New York CFO Community
Executive Summit
October 17, 2024 | Conrad New York Downtown
October 17, 2024
Conrad New York Downtown
Collaborate with your peers
Get together with New York's top CFOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.
Join your peers to discuss the most critical issues impacting CFOs today:
Enriching FP&A Scope and Dependability to Maximize Business Impact
Advancing Leadership Capabilities to Meet Ever-Evolving Demands
Identifying Best-in-Class Finance Transformation Roadmaps
New York CFO Governing Body
The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven By CFOs, For CFOs®.
Governing Body Co-Chairs

Rick Davison
Sumitomo Mitsui Banking Corporation
Managing Director & Chief Financial Officer

Guru Ramamurthy
Bayer Corporation
CFO, North America

Aradhana Sarin
AstraZeneca
CFO and Executive Director
What to Expect
Agenda
7:45am - 8:30am Registration & Breakfast
8:30am - 9:15am Keynote
Transform FP&A Into an Enterprise Capability

Randeep Rathindran
Distinguished Vice President, Key Initiative Leader
Gartner
According to Gartner’s research, more than 85% of FP&A teams struggle to sustainably support the complex business decision-making and planning needs stemming from economic turbulence. Today, CFOs must think beyond automation of routine FP&A work as a source of finance business partnering capacity and transform FP&A into a mindset that business decision-makers embody and practice.
Join this keynote for a deeper understanding of:
- The best delivery model to sustain value-added decision-support in a turbulent economic environment
- The simple shift in FP&A’s business partnering approach that drives decision-makers to internalize the FP&A mindset
- The pragmatic use cases for AI and Machine Learning in FP&A
9:15am - 9:40am Networking Break
9:40am - 10:25am Breakout Session
Empowering Your People to Automate – A Case Study

Eugene Chiulli
CFO
Nomura Holding America Inc.
In today's world of work, automation is essential to optimize efficiency and accuracy. By enabling the finance function to identify automatable tasks, top finance leaders can reduce manual errors, operational costs and processing cycles while shifting focus towards value-added activities.
This case study will examine how CFOs can:
- Explore various use-cases for automation in finance and the broader organization
- Democratize the workforce to optimize and build automation into their existing functions
- Identify strategic tangible measurements of automation success
9:40am - 10:25am Executive Boardroom
Prioritizing the Transformation – Focusing on IT Value
Hosted by Rimini Street

Michael Perica
CFO
Rimini Street

Luis Briz
CFO and SVP of Finance
Nestle Health Science

Alan Tachikawa
CFO
Aflac Global Investments
With many technology initiatives in mid-transformation, internal competition for IT investments is fierce. The CFO is challenged with deciding which investments are most critical and offer the most ROI and, in some cases, divest from underperforming tech spend.
Join this session to discuss:
- Building a process for making difficult IT spending decisions
- Weighing short-term vs. long-term ROI
- Developing strategies to reduce cost of current IT investments
9:40am - 10:25am Executive Boardroom
How CFOs Are Navigating the Expanded Scope of Financial Consolidation
Hosted by Wolters Kluwer

Alessio Lolli
Vice President, Global New Client Engagements
Wolters Kluwer, CCH Tagetik

Mark Thumser
CFO
MUFG Americas

Adam Barsky
Executive Vice President & CFO
New York Power Authority
While FP&A often takes center stage, a robust financial close forms the foundation. As financial close processes evolve, "augmented consolidation" integrates diverse data sources, stakeholders, and processes beyond traditional methods.
This discussion explores:
- Enhancing data integration and engaging the right stakeholders
- Expanding and integrating critical processes like ESG reporting and GMT
- Leveraging advanced technologies to improve the financial close
10:25am - 11:05am Networking Break
10:30am - 10:55am Peer-to-Peer Meetings
Peer-to-Peer Meetings
11:05am - 11:50am Breakout Session
Hearst Communications' Journey to Harmonizing the ERP

David Hovstadius
SVP Finance Operations
Hearst Communications
Lack of standardization across an organization often results in higher costs, less transparency and reduced agility. One of the largest media and information services companies with hundreds of global businesses successfully unified its ERP to enhance efficiency, significantly reduce cost and enable long-term growth.
Join this session for a case study on:
- Outlining the transformation strategy, timeline and expectations
- Transitioning legacy applications to a singular, future-proof system
- Adapting to change and measuring success
11:05am - 11:50am Executive Boardroom
Fortifying Trust, Risk and Security with AI
Hosted by Trustmi

Shai Gabay
CEO and Co-Founder
Trustmi

Cesar Rocha Cantu
CFO
TCP Petcoke Corporation

Jim Dodge
CFO
First Quality

Michael Lelievre
CFO, North America
Havas Media Group
CFOs are tasked with identifying the finance processes where AI will make the most significant early impact. While evolving technology can serve as a threat to organizational security, it also serves as an ally in mitigating risks while enhancing efficiency.
Join this session to discuss how to:
- Identify high return use cases for AI in the finance function
- Understand and educate stakeholders on the benefits of AI and automation tools
- Prepare your organization and people for the adoption of new technology
11:05am - 11:50am Executive Boardroom
Optimizing Finance Processes and Enhancing Agility

Greg Ferrante
CFO
Save the Children

Elaine Paik
Chief Financial Officer
Impossible Foods Inc
CFOs hungry for finance function excellence must optimize core processes for technology enhancements and growth. How can finance leaders streamline inefficiencies to enable smarter decision-making?
Join this session to discuss how to:
- Identifying barriers to efficient processes and work
- Democratize process enhancements from the ground up
- Break down silos that waste time and limit knowledge sharing
11:50am - 12:35pm Lunch Service
Apply to Participate
Apply to participate in the New York CFO Community Executive Summit.
Gartner facilitates exclusive, C-level communities by personally qualifying and understanding the priorities, challenges and interests of each member.
Our selective approach maintains the high quality of the network and ensures top-level discussions with peers from the world’s leading organizations.
Each application will be reviewed, and once your participation is confirmed, you will have access to year-round community programs.
Location
Venue & Accommodation
Conrad New York DowntownA block of rooms has been reserved at the Conrad New York Downtown at a reduced conference rate. Reservations should be made online or by calling 212-945-0100. Please mention Evanta CFO Executive Summit to ensure the appropriate room rate.
Deadline to book using the discounted room rate of $609 USD (plus tax) is September 24, 2024.
Community Program Managers
For inquiries related to this community, please reach out to your dedicated contacts.
Dan Philpott
Senior Program Manager Territory Specialist, CFO Portfolio Lead
360-721-8168
dan.philpott@evanta.com