IN-PERSON

Chicago CFO Executive Summit

November 14, 2023 | Convene at 333 North Green

November 14, 2023
Convene at 333 North Green

Collaborate with your peers

Get together with Chicago'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:

Developing Adaptable Business Strategies Amid Persistent Inflation

Strategies To Attract and Retain Talent While Protecting Margins

Using Actionable Data to Forecast and Drive Organizational Growth

Chicago CFO Governing Body


The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CFOs, for CFOs.

What to Expect

Interactive Sessions

Hear from CFO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your Chicago CFO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Evanta's Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

Agenda


November 14, 2023

7:45am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Transforming Talent Strategy in the Age of Digital Acceleration

Dennis Gannon headshot

Dennis Gannon

Vice President, Analyst

Gartner

As the capabilities of digital technology in finance ramp up, CFOs worry their current talent strategy is insufficient to capitalize on the opportunity. More than 70% of CFOs feel their existing competency and L&D models don’t address the specific needs created by new technology. Finance leaders must craft a transformation strategy to reflect the changing profile of a finance team member and the demands they face.

In this keynote presentation you will gain a deeper understanding of:

  • What new competencies are required by the rise of digital technology in finance
  • How digital acceleration presents risks and opportunities for finance operating models
  • How the advancement of digital technology changes finance business partnership roles

 

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

Company Culture as a Strategic Strength

Lori Sherwood headshot

Lori Sherwood

CFO

Parts Town

Chelsea Fitzpatrick headshot

Chelsea Fitzpatrick

Group VP, People & Culture

Parts Town

In the past decade, Parts Town Unlimited acquired dozens of organizations and maintained a compound annual growth rate over 20% per year. Balancing employee wants with evolving business needs has been the key to success during tremendous growth. Join this session with CFO Lori Sherwood and Group VP, People & Culture Chelsea Fitzpatrick to learn how top finance leaders can draft winning strategies to increase team energy and boost organizational efficiency.

This session will explore:

  • Measuring company culture and staff engagement
  • Using a holistic and long-term approach to talent
  • Maintaining a strong culture through major organizational transitions

9:40am - 10:25am  Executive Boardroom

Modern and Flexible FP&A Strategies

Jacco Kuipers headshot

Jacco Kuipers

CFO

Ball Horticultural Company

The pressure is on for financial leaders to move away from traditional financial planning, budgeting and forecasting to a modern system that will improve enterprise agility. CFOs today must implement an effective, sustainable and efficient process to manage growing FP&A complexities.

Join this session to learn how your peers:

  • Approach budgeting during times of uncertainty and volatility
  • Improve forecast accuracy and process efficiency
  • Make well-informed resourcing decisions to achieve strategic goals

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CFOs and CAOs).

10:25am - 11:00am  Networking Break

10:30am - 10:55am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

11:00am - 11:45am  Breakout Session

Pulse Check — Benchmark Your Talent Strategy

Tyler Steel headshot

Tyler Steel

Executive Vice President & CFO

Brookfield Properties Retail Group

Wes Tomaszek headshot

Wes Tomaszek

VP, Executive Partner - CFO Executive

Gartner

The evolving landscape of talent management is projected to require greater time and attention from CFOs and CAOs in the forthcoming years. The shift in expectations underscores the necessity for enhancing approaches to both attracting and retaining talent in a dynamic job market.

Join this interactive session to benchmark your strategy on:

  • Meeting the needs for five generations of workers
  • Aligning organizational priorities with employee demands
  • Optimizing your current EVP to attract and retain top talent

11:00am - 11:45am  Executive Boardroom

Reimagining Technology to Enhance Efficiencies and Increase ROI

Michael Perica headshot

Michael Perica

CFO

Rimini Street

Glenda Oakley headshot

Glenda Oakley

CFO

Easterseals

In a cost-constrained environment marred by periods of economic uncertainty, organizations must quickly navigate the constant turbulence. Modern CFOs play a critical role in investment decisions that ignite innovation while driving sustainable growth and minimizing cost.

Join this session to discuss how to:

  • Make finance the core of digital transformation
  • Evolve IT systems into innovation engines that boost agility
  • Transform your organization to optimize and unify resources across lines of business

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CFOs and CAOs).

11:45am - 12:30pm  Lunch Service

12:30pm - 12:45pm  Break

12:45pm - 1:30pm  Breakout Session

Destination - Successful Digital Transformation

Claire Burke headshot

Claire Burke

CFO

Dearborn Group

Hemant Kumar headshot

Hemant Kumar

CFO & Executive Vice President

HALO Branded Solutions

With a large number of competing business needs and rapidly evolving technology trends, CFOs are challenged with defining the appropriate priorities for transformation of the finance function and broader organization. How can finance leaders manage the cultural change and change resistance to position transformation for success at the onset?

Join this panel discussion to roadmap how to:

  • Conduct function assessments to gain insight on technology needs
  • Build a comprehensive cost/benefit analysis with meaningful KPIs
  • Collaborate cross-functionally to enable sustainable success


12:45pm - 1:30pm  Executive Boardroom

Empowering Organizational Success Through Financial Acumen and Literacy

Peter Hirs headshot

Peter Hirs

CFO

Zurich North America

Elias C Tavarez headshot

Elias C Tavarez

CFO

Edward Don & Company

In today’s dynamic business landscape, financial acumen is vital across the entire organization. Demystifying fundamentals and empowering leaders with a deeper understanding of their role in the financial ecosystem enables a culture of business-forward decision-making.
Join this session to discuss with your peers:

  • Identifying workforce knowledge gaps
  • Cultivating cross-functional capabilities and communication
  • Educating leaders of all levels on the financial business impact of decision-making

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CFOs and CAOs).

1:30pm - 2:00pm  Networking Break

2:00pm - 2:35pm  Keynote

Automate and Accelerate

Olesya Afanasyeva headshot

Olesya Afanasyeva

CFO

EVRAZ North America

Shifra Kolsky headshot

Shifra Kolsky

SVP, Controller & CAO

Discover

In today's world of work, automation is essential for CFOs and CAOs to optimize organizational efficiency and accuracy. By reducing manual errors, operational costs and processing cycles, top finance leaders can provide real-time access to financial data, enable informed decision-making, and empower the workforce to shift its focus towards strategic activities.

This keynote will explore case studies from Discover and EVRAZ North America on:

  • Exploring various use-cases for automation in finance and the broader organization
  • Democratizing your workforce to optimize and build automation into their existing functions
  • Identifying strategic KPIs and tangible measurements of automation success


2:35pm - 3:00pm  Closing Reception & Prize Drawing

November 14, 2023

We look forward to seeing you at an upcoming in-person gathering


Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.

Location


Venue & Accommodation

Convene at 333 North Green
MORE INFORMATION

Your Community Partners


Program Partner

Community Program Managers


For inquiries related to this community, please reach out to your dedicated contacts.

Ashley Coryell

Community Program Manager

9712197920

ashley.coryell@evanta.com

Dan Philpott

Senior Program Manager Territory Specialist

360-721-8168

dan.philpott@evanta.com