2022 CFO Summit

Date: March 3-4, 2022

Location: Pelican Grand Beach Resort, Ft. Lauderdale, FL 

This signature MFM event is limited to senior financial professionals working for MEDIA COMPANIES.
Note: MFM reserves the right to refuse registration requests that do not meet registration criteria.  

Why attend MFM CFO Summit?
The CFO Summit is MFM’s annual invitation-only retreat for senior financial professionals in the media industry. Rest assured, all of the burning issues facing CFOs and other very senior media executives will be dealt with in no holds barred discussions at this innovative summit. We know that the business is changing, rapidly. This is why we invite you to attend to hear the latest from experts and connect with your peers. And...attendees can obtain an CPE Credits over the 2-day summit. The 2022 CFO Summit is scheduled to take place in Ft. Lauderdale. 

2022 Co-Chairs:

Registration Details...Until February 11 - CLOSED

  • MFM Members = $1,945 
  • Non-Members = $2,195 (includes a one-year trial MFM membership)

No Refunds after 2/22/22.

Hotel information:

Pelican Grand Beach Resort
2000 North Ocean Blvd.
Fort Lauderdale, FL 33305

Hotel Mask and Safety Policy: https://www.pelicanbeach.com/stay-safe-start-living/ 

Link Direct to Hotel Block: CLOSED 

Group Code to book room: MFMM0322**

**Room block is for Wednesday, 3/2 & Thursday, 3/3.  If booking additional nights pre/post, please call 954-568-9431 and ask for in house reservations. 

Rate:  $349+tax (Resort Fee Waived)
Book by:  February 11, 2022

Check In/Check Out: Guest check In time is 4:00 p.m. Guest check out time Is 11:00 a.m. For your convenience, at check out, we will arrange for a baggage area to accommodate your luggage until departure.

COVID Event & Hotel Policy 

  • The Pelican Grand Beach Resort will use safety protocols applicable to the city, county, and state of Florida. An extensive list of these guidelines can be found at https://www.pelicanbeach.com/stay-safe-start-living/.  
  • All hotel and restaurant staff will be wearing masks.  Guests will not be required to wear them in the hotel.  If you feel more comfortable wearing a mask during the conference, please feel free to do so. MFM will have a supply of masks on hand at the registration desk.
  • Guests will not be required to provide proof of vaccination or be required to take a COVID test to register at the hotel or to attend the conference. However, we encourage all meeting participants to be vaccinated and boosted prior to the conference and to wear a mask if you are not vaccinated.  MFM will have a supply of rapid tests at the registration desk if you would like to take one.
  • Seating for the educational sessions of the conference will provide for at least three feet of space between participants.
  • If you are not feeling well or display any COVID-like symptoms after you arrive at the conference, we urge you to please remain in your room until you can be tested. 

Event Cancellation Policy
Registration fees are fully refundable until February 22, 2022. There will be no cancellation fee for written notification via email or letter on company letterhead as long as it is before the February 22, 2022 deadline.


Wednesday, March 2
All Times Eastern

3:00 PM-5:00 PM
Registration materials pickup (Lobby area)

Thursday, March 3, 2022

7:30 AM-8:15 AM
Registration materials pickup

Hot Breakfast

8:20 AM-9:30 AM

Welcome and Introductions
  • Keynote Speaker 

    Jonathan Kozy, Managing Director and Senior Macro Strategy Analyst for the Chief Investment Office (CIO), Bank of America Corporation  

  • Economic Update for CFOs...answers to the following questions will be discussed.
    • Where are we in the business cycle? Probability of a recession in the next few years?
    • What do we expect from monetary and fiscal policy?
    • What is the outlook for key sectors like consumer spending and business investment?
    • How is geopolitical risk being factored into the outlook for the economy?
    • What does all of this mean for financial markets?
9:30 AM-10:30 AM
  • Payment Trends
  • Speakers: Kevin Outram, Executive Director, J.P. Morgan; and Steve Bernstein, Executive Director at J.P. Morgan
  • Topics to be covered:
    • Use of blockchain with payment and validation integration
    • Cybersecurity challenges and solutions
    • Leveraging A.I. to effectively manage Payments and data and improvise STP
    • API’s-function/use/future state
    • Real time Payments -how are they being integrated and driving the business case to deployment
    • Tokenization and utilization in the payment space

10:30 AM-10:50 AM

10:50 AM-11:50 AM

  • Cyber Risk & The Media Professional
  • Speakers: James G. Mottola, MS, CPP, CISM, Vice President - Data Privacy, Investigations and Security, Porzio Compliance Services, LLC
  • This session will identify how media professionals must not only guard against cyber and information security risk in 2022, but also be proactive in creating value and a competitive edge for all stakeholders by getting ahead of these risks.  The session will explore the protection of business leaders and other key members of an organization’s team, and in turn the interests of the organization, through online assessments of reputational, personal, safety, financial and physical risk.  The session will also cover duty of oversight issues that can give rise to claims against organizational leadership if proper monitoring mechanisms are not instituted for mission critical operations as well as the value of casting the appropriate net to protect the organization through internal investigations.

12:00 PM-1:00 PM

  • Sit-down Lunch
  • Sponsored by Chubb

1:15 PM-2:10 PM

  • Media Content Issues
  • Speaker: Frank Patterson, CEO, Trilith Studios
  • The flood of new streaming platforms is transforming the way we consume story content, while creating an unprecedented demand on the production of original content.  At the same time, the demand for quality content is pushing production budgets of films and episodic television to new heights. With more than a billion subscribers worldwide, there appears to be no ceiling to growth in sight. How will industry respond when there is not enough talent to meet the demand?

2:10 PM-2:15 PM

  • Speaker Transition
  • Sponsored by WideOrbit
2:15 PM-3:15 PM
  • State of the Media Industry
  • Speaker:  Mark Fratrik, Senior Vice President & Chief Economist, BIA Advisory Services
  • Broadcasters continue to be confronted with new competition for audiences and advertisers every day. Many broadcasters have successfully confronted this new competition with providing new services and more effectively selling. These trends will continue, and broadcasters need to be ready. In this presentation we will go over that new competition as well as the recent history and future of the various components of this new marketplace. 

3:15 PM-3:40 PM

3:40 PM-4:40 PM

  • Introduction to Blockchain and Cryptocurrencies...Recent Developments and Trends
  • Speaker: Markus Veith, Digital Asset Practice Leader & Partner in charge of the Northeast Financial Institutions Practice, Grant Thornton
  • Blockchain technology and its most popular use case – cryptocurrencies are gaining more and more prominence. The session will provide an introduction to blockchain technology and cryptocurrencies. We will be discussing features, advantages and disadvantages of the technology, as well as recent developments and trends such as stablecoins and DeFi.

5:30 PM - 6:30 PM

6:31 PM

  • Dinner on own
  • Following the VIP Reception, we invite you to join your CFO Summit colleagues for dinner** at:

    Shooters Waterfront Restaurant
    3033 NE 32nd Ave.
    Fort Lauderdale, FL 33308
    website: shooterswaterfront.com

    If you wish to attend, the deadline to purchase your dinner ticket is Friday, February 25. You may choose between two options: dinner with alcohol ($95) and dinner without alcohol ($80). 

    **Pre-payment for dinner is required. Click Here to purchase your ticket(s). [If you have a guest attending with you, they are welcome to join us, cost is the same and can be done on one form.]

Friday, March 4
All Times Eastern

7:30 AM-8:00 AM

8:10 AM-10:00 AM

  • CFO Roundtable 
  • Moderators: Andre Alexander, WGBH; Virginia Hernandez, Trilith Studios; Glenn Krieg, Morgan Murphy Media
  • Join your colleagues for a discussion about strategic priorities for the media industry with topics including technology, automation, human capital, defining workplace culture, and cybersecurity.
10:00 AM-10:30 AM

10:30 AM-11:30 AM

  • What’s Talent Got to do With It? Everything!
  • Speaker: Zelda Hyde, Head of Talent Experience, Trilith Studios
  • Successful leaders understand that a company’s most valuable resource is its talent. This session will focus on how senior financial professionals can have a positive impact on the business and company culture by the way in which they show up as leaders; promote diversity, equity, and inclusion; support hybrid work models; and help prioritize and facilitate investments that strengthen the culture. 

11:30 AM-12:30 PM

  • Tax Considerations for the Media Industry
  • Speaker: Dan McGuire, Partner State and Local Tax, KPMG US
  • What’s new in Washington?  What can we expect with the states’ never ending search for additional tax revenue?  In this section, tax partners from KPMG LLP will provide you with an overview of current and expected federal tax law developments, with a focus on those items that impact the Media industry.  We also will focus on legislative activity within the states, including the expansion in sales tax on digital products and digital advertising, concluding with observations on opportunities to create above-the-line indirect tax efficiencies and savings.

12:30 PM-1:30PM

Summit ends 

Questions? Send an email to [email protected]









CPE information for CPAs

PROGRAM PREREQUISITES/ADVANCE PREPARATION: Session prerequisites required for sessions are indicated in the learning objectives grid (below).

CPE: One [1] CPE credit available for minimum of 50 minutes participation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on 50-minute hour. Attendance at all CFO Summit sessions qualifies each CPA, or other person entitled to earn Continuing Professional Education (CPE) hours, for up to 10 CPE credits.

Attendance forms are kept on file for six [6] years.

Complaint resolution policy: For further explanation or clarification regarding administrative policies such as cancellations and grievances, please call the MFM office at 847/716-7000. For further information regarding Continuing Professional Education (CPE) credits, contact Mandy Aoieong, Administrative & Marketing Coordinator, at 847/716-7000 or [email protected].

Media Financial Management Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.