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Finance

FP&A, EPM, AI, and the Future of Finance Software — A Conversation with Tim Caudill of Jedox
FINANCE, FINANCE, VIDEO, PODCAST

FP&A, EPM, AI, and the Future of Finance Software — A Conversation with Tim Caudill of Jedox

February 29, 2024

At the 2024 edition of the North American Finance Executive Summit series we sat down with Tim Caudill, Jedox’s Regional VP Solution & Value Advisory, Americas, to talk about how the next generation of technologies becoming available to senior Finance executives. In many ways the Finance team is ideally suited to take these new capabilities and run with them: They have access to all the relevant data, and they are already comfortable both with automation and analytics. What do senior leaders need to know about these powerful new tools, and what should they be thinking about as they break down silos and connect all facets of the company to these digital communication and collaboration channels? It is an exciting time for Finance, and technology is one of the major drivers of that positive energy. Give this conversation a listen to learn more!

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Dr. Kelly Richmond Pope — Fraud, and What Finance Professionals Need to Know About It
FINANCE, FINANCE, VIDEO, PODCAST

Dr. Kelly Richmond Pope — Fraud, and What Finance Professionals Need to Know About It

April 16, 2024

At the 2024 edition of the North American Finance Executive Summit series we sat down with Dr. Kelly Richmond Pope, a professor at DePaul University and a national instructor with Becker Professional Education, to talk about fraud. Senior executives working in Finance need to understand fraud, both because they are their organizations’ best line of defense against it, and also because so often the opportunities for fraud are connected to their roles and responsibilities. In this wide-ranging interview with a forensic accountant, author, and award-winning documentarian we explore motivations and examples of fraud that the attendees of NAFES24 need to understand, as well as how Becker helps Finance professionals educate themselves and even receive certification for expertise on the issues of fraud. Give this episode a listen!

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A Finance Perspective on How to Ensure Supplier Compliance
SUPPLY CHAIN, SUPPLY CHAIN — NA, VIDEO

A Finance Perspective on How to Ensure Supplier Compliance

October 11, 2023

As Director of Marketing at apexanalytix, Matthew Morookian leads the development of product messaging and content for apex’s solutions. Favorite part of his job is working with clients to tell their stories for peers at trade shows and during virtual events. Prior to apex, Matthew was responsible for client engagements and marketing for the IoT consulting firm 151 Advisors. He received his MBA at Baruch College.

Gregg is a Certified Public Accountant and has a master’s degree in business; he has led the National Service Center in Phoenix Arizona for the past 20 years. With the merger of Safeway and Albertsons, the National Service Center is now responsible for all aspects of retail accounting processes and payroll for 2,300 stores, 300,000 employees, 27 distribution facilities and 20 manufacturing plants with 22 different banners throughout the United States.

Prior to joining Safeway/Albertsons, Gregg worked for the Dial Corporation for 18 years.  He was Director of Finance for the International Division, including Asia/Australia and lived in Hong Kong for a time.

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FINANCE, FINANCE, VIDEO

The CFO Role in the ESG Evolution

November 7, 2022

Sharing foundational CFO leadership principles essential to leading in times of transformation Demonstrating how ESG performance is a competitive advantage for Honeywell Discussing the Finance leaders’ role in this evolution in terms of delivering on ESG, complying with ESG, and communicating the organization’s ESG story Offering best practices to reinforce how the Finance team drives performance in ESG and other transformative areas — Greg Lewis Senior Vice President and Chief Financial Officer (CFO) Honeywell, International Since joining Honeywell in 2006, Greg has held a series of finance leadership roles. Most recently, he was Vice President of Corporate Finance, where he…

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Fireside Chat: The Future of Finance in the Metaverse
FINANCE, FINANCE, VIDEO

Fireside Chat: The Future of Finance in the Metaverse

November 7, 2022

A new virtual environment for work and play is coming into being. What do senior Finance leaders need to know to prepare their organizations for success? Luis will discuss how today’s focus in many businesses is transforming physical products into digital experiences. From Unity’s perspective, he will share with the audience: An overview of the Metaverse as it exists today, and as it will exist in the near future Key examples of companies innovating their businesses with Unity technology – including simulation and digital twins Benchmarking the opportunity the emerging virtual marketplace against other B2C disruptor technologies of the past…

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Fireside Chat: Finance Talent in an Age of Upheaval
FINANCE, FINANCE, VIDEO

Fireside Chat: Finance Talent in an Age of Upheaval

November 7, 2022

Identifying, attracting, developing, and retaining top talent has always been challenging, and things have only become more complicated during the pandemic and as more and more people embrace new ways of working. What are we doing differently to understand our people’s wants and needs, support them in their personal and professional lives, and lead them effectively and productively in the new business realities we all face? Exploring how technology is changing both how we work and how we communicate, coordinate, and collaborate work. Where is this trend going in Finance, and what should we as leaders be doing to stay…

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The Power of the Portfolio
FINANCE, FINANCE, VIDEO

The Power of the Portfolio

November 7, 2022

VF Corporation owns and manages a highly intentional portfolio of active-lifestyle brands in the areas of outdoor, active, workwear and streetwear, with each brand playing a specific role. VF actively manages its portfolio with a systematic approach to evaluating strategic, ownership and financial parameters. The company’s globally integrated business backbone and strategic capabilities support consistent, sustainable and profitable growth across its brand portfolio Operating model choices drive speed and agility while at the same time ensuring scale and leverage — Matt Puckett EVP and CFO VF Corporation Puckett, 47, recently marked his 20th anniversary with VF. He joined the company…

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Panel: Transformation of the Finance Function
FINANCE, FINANCE, VIDEO

Panel: Transformation of the Finance Function

November 7, 2022

How is the role of the Finance leader and the Finance team changing within organizations today, and what is driving that change? Discussing the Finance executive as a major contributor to value creation. How do we generate competitive advantage and support all facets of the business to succeed? Comparing and contrasting different ways we can bring value partnering to our companies. What should we keep in mind as we choose the methodology that will work best for us? Talking about the ongoing struggle to identify, attract, develop, and retain talent — Tom Hood, CPA, CGMA EVP – Business Engagement and…

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Guiding the Finance Team and the Enterprise at Large Through M&A Activities
FINANCE, FINANCE, VIDEO

Guiding the Finance Team and the Enterprise at Large Through M&A Activities

November 8, 2022

Walking through a timeline of the who, what, where, when, why, and how of bringing two different companies together in a productive and compliant way Building bridges to the other Finance team to allow two-way communication, coordination, and collaboration as the two parties come together Discussing common obstacles and stumbling blocks in M&A activity. What can be done to avoid these pitfalls? Illustrating best practices, lessons learned, and key takeaways based on Mars’ experience acquiring KIND North America. Where are we as a Finance team and as a company today on the far side of this union? — Dumitrache Martinez…

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The Evolving Role of the Finance Executive in Shaping an Organization’s Future
FINANCE, FINANCE, VIDEO

The Evolving Role of the Finance Executive in Shaping an Organization’s Future

November 8, 2022

Discussing my experiences at GM and ADM as an active participant in the evolution of Finance executives within Corporate America Exploring how ADM built up its Finance organization with a three-legged stool model of Corporate Finance, BU Finance, and GBS Finance Demonstrating the importance of agility and flexibility, and how finance roles change depending on circumstances Focusing on talent development, team motivation, and retention. What is our approach towards “MBWA”? — Ray Young Vice Chairman, Former Chief Financial Officer Archer Daniels Midland Ray G. Young is Vice Chairman and the former Chief Financial Officer of ADM. Young joined ADM in…

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Fireside Chat: Master Data Process Efficiency Driving Cash Flow
FINANCE, FINANCE, VIDEO

Fireside Chat: Master Data Process Efficiency Driving Cash Flow

November 8, 2022

Connecting the dots: Master data Balance sheet Cash flow — Tom O’Connell VP and Controller Latin America Ecolab Tom O’Connell is a driven, analytical, and astute business executive with strong financial, operational, and compliance leadership experience. He has well-developed communication and problem-solving skills that include quickly understanding a process, identity issues, and develop sensible solutions. Tom is a consistent top performer who builds relationships and trust at all levels of the organization. He thrives in a fast-paced environment. His expertise and responsibilities include people development, internal controls, financial planning and analysis, internal controls, fraud analysis and investigation, process improvement, and…

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Navigating Market Volatility and Uncertainty with Predictive Planning
FINANCE, FINANCE, VIDEO

Navigating Market Volatility and Uncertainty with Predictive Planning

November 7, 2022

The world is changing faster and with more volatility than ever before. On top of the pandemic, business leaders must now be prepared to navigate inflationary uncertainty, recessionary pressures, rising geopolitical tensions, and more. With millions of dollars at stake, businesses must adapt their forecasting methods to incorporate these external factors, or risk being blindsided by changing market conditions. Find your path forward amidst the volatility with the combination of global macroeconomic data, market-validated forecasts, and “what-if” scenarios. In this session, you will learn how to: Quantify the impact of these economic factors, and more, on your future performance Identify…

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Maximizing Financial Resilience in the Face of a Downturn
FINANCE, FINANCE, VIDEO

Maximizing Financial Resilience in the Face of a Downturn

November 7, 2022

Outlining what steps teams need to take before a financial crisis hits, to shore up defenses and minimize its impact on their organization Explaining which technology investments will deliver the greatest impact in an uncertain economy Delivering insight into why finance leaders should embrace artificial intelligence and machine learning to support their teams’ decision making Explaining the mindset required to advocate for change in a challenging environment — Adriana Carpenter Chief Financial Officer Emburse As CFO of Emburse, Adriana is responsible for financial strategy, accounting, treasury, payroll, and financial reporting, planning and analysis. Adriana has 30 years of finance and…

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