CFO SUMMIT AGENDA

Preliminary Agenda
Wednesday, March 15
  • 3:00 – Registration Opens
  • 7:00 – Dinner on Own or with Sponsors
Thursday, March 16
  • 7:30 – Continental Breakfast
  • 8:15 – Welcoming Remarks 
    • Co-chair: Melissa Mitchell, Bonneville International
    • Joseph J. Annotti, MFM President & CEO
  • 8:30 – Going Beyond the Balanced Scorecard: Strategies for and with Tomorrow’s KPIs
    • Dr. Michael Schrage, MIT

      • Digitalization, instrumentation, next-gen algorithms and analytics have transformed how enterprise performance gets monitored, measured and managed. Identifying links between capital investment financial, human and social - and desirable business outcomes becomes easier and clearer. Getting greater value from new and existing KPIs - boosting ROKPI (Return on KPIs) - is becoming a CFO imperative. Dr. Schrage will explore and explain how and why CFOs can and should use KPIs as ‘organizing principles’ to better define and design how capital allocation delivers measurable value. CFOs need to be leaders, not just partners, in shaping how new KPIs drive new value. (CPE: 1/Management Services/Advance)

  • 9:30 – Risk Management Tools to Combat Cyber and Brand Vulnerabilities
    • Deborah Newman, Grant Thornton
    • Hemu Nigam, Venable
      • In this session, you’ll learn about mitigation tactics and risk management tools that will protect your brand and talent from vulnerabilities like cyber-attacks and reputational damage. Hemu Nigam, of Venable LLP, and Deborah Newman, of Grant Thornton LLP, dive deep into the implications and the ripple effect that attacks can have on your brand and offer key strategies to avoid, prepare, and manage crisis. (CPE: 1/Information Technology/Overview)
  • 10:30 – Refreshment and Networking Break
  • 11:00 – How to Become Your Company’s Chief Value Creation Officer
    • Reed Phillips, Oaklins DeSilva+Phillips

      • As a CFO you already have broad responsibilities, but the single most important task for any company is value creation. As CFO, you are ideally positioned to take on this role. Most likely, you are actively involved in the annual budget and strategic plan. Determining your company's value once a year and using that as a benchmark for improvement is a logical extension of the work you are already doing.
        Reed Phillips, the author of QuickValue: Discover Your Value and Empower Your Business in Three Easy Steps, will present his new valuation methodology that is specifically geared to internal teams. In this session, you will learn how to measure the qualitative and quantitative metrics that define your business and how to use them to value your company, as a whole and in its parts.
        At the end of the session, you will leave with a workbook that can be used as a template for determining your company's value. (CPE: 1/Management Services/Advance)

  • 12:00 – Networking Lunch
  • 1:30 – Why You Can No Longer Afford to Ignore Changes to the Payment Industry
      • What can media companies learn from consumer payment trends to help improve their business? A shift is occurring in how consumers are willing and wanting to make payments. The rise of more payment methods, the growing acceptance of convenience fees, the desire for flexible payment options - all can have major impact on how media companies strategically approach their invoicing and payment methods. With growth unpredictable in 2023, payments are an area that can help improve margins – saving time, improving cashflow and increasing operational efficiencies. We will go over these trends and opportunities as well as focus on important factors to consider when choosing strategies and partners – integrations, security and compliance factors, rates, reporting, support and more. (CPE: 1/Specialized Knowledge/Overview)
  • 2:30 – Taking Environmental Social Governance (ESG) from Investor Risk Mitigation to Value Creation
    • Gwen Migita, Executive Director, ESG, Point B
      • ESG (or sustainability, CSR) is often tied to the financial sector, or as of late, mis-cued to be a polarizing term that is inconsistently measured, valued, or managed by organizations (by ESG professionals or corporations alike). Discuss ways to embed ESG into core business objectives, future state capabilities, and how its value can be leveraged through economic cycles. Go beyond a compliance, rating or reporting exercise and manage a leading edge ESG strategy for value creation among a multitude of stakeholders: the future of workforce, customers, business partners, and regulatory-policy makers. (CPE: 1/Management Services/Advance)
  • 3:30 – Networking and Refreshment Break
  • 3:45 – Sports Betting and How It Is Changing the Media Landscape 
    • Scott Purdy, National Media Industry Leader, KPMG U.S.; and Shawn Quill, National Sports Industry Leader, KPMG U.S. 
      • The legalization of sports betting in various U.S. states has provided new revenue streams for media companies. Many media companies are exploring different ways to integrate sports betting into their programing and capitalize on this emerging market through advertising, partnership, and collaborations. While there are concerns about the potential negative impacts of sports betting (i.e., problem gambling, integrity), it is clear that sports betting will continue to shape the media landscape for years to come. 

        Join KPMG media and sports industry experts to hear what media and sports companies are doing in the sports betting space, and considerations for future endeavors. The discussion will include a look at the state of sports betting, deal activity in the sports industry and how it may impact the media landscape in the U.S. (CPE: 1/Specialized Knowledge/Overview)

  • 5:30 – Networking Reception and Dinner
Friday, March 17
  • 7:30 – Continental Breakfast
  • 8:00 – What’s Top of Mind for Today’s CFO?  
    • Steve Gallucci, Global and US CFO Program Leader, Deloitte
      • (CPE: 1/Economics/Overview)
  • 9:00 – Riding the Waves of Transformation: Insights from AICPA’s “Future of Finance” Group
    • Barry Payne, Director - External Relations, Management Accounting, AICPA
      • AICPA & CIMA recently formed a Future of Finance Group. This group, made up of CFO’s and leaders from a range of companies from Fortune 100 to mid-market, is charged with transforming the profession in its broadest context and re-imagining the finance function of the future.  Barry Payne will present the key priorities of the group which were updated during a high-profile Summit in Austin in December 2022. The starting point for many is to generally address the cost effectiveness of our finance teams by using digital tools so more time can be spent on value creating activities through the use of greater analytics and become strategic partners to the business. Whilst the focus starts with this technology the key is to then develop capability, skills and mindsets to maximize the change. In fact, 90% of CFOs say that their teams lack the skills needed for this new environment in which we find ourselves. This creates a role stretch and a growing talent-performance gap. Hear about the top trends and issues on the minds of finance leaders and how these translate into the top skills, competencies and mindsets required.   And through dialogue and innovative electronic polling you will come away with some ideas on how to develop your talent to meet your changing business needs. (CPE: 1/Finance/Overview)
  • 10:00 – CFO Roundtable
    (CPE: 2/Specialized Knowledge/Overview)
  • 11:45 – Closing Remarks and Adjournment