Upcoming Roundtbale:

With unyielding headwinds of economic and market volatility projected for 2023 and beyond, CFOs need more fact-based insights and better tools for controlling variables across the value chain to prevent failing forward. Lenses on business models must see deeper into cause and effect while simultaneously improving understanding and predictability of demand-side market dynamics. Data can be the kingmaker if it's accessible and structured well enough to enable precise planning and clear forward visibility. Join your peers and leverage the collective wisdom of CFO Alliance Members in a highly interactive learning environment where problem solving approaches to data fragmentation will produce a better playbook for Finance to lead process transformation and growth.


Learning Objectives:

  • Finance Leading IT Change - Setting the data roadmap from the finance function toward IT, ensuring the tail doesn't wag the dog.
  • Expectations Alignment - Getting finance's responsibilities settled upfront on selection decisions; defining the difference between individual technology application and role as a central data source.
  • Team Capabilities - Designing the capability set of your team to efficiently develop and maintain processes in a state of constant fragmentation

Program Deliverables:

  1. Key Q&A checklist for finance's role and responsibilities in technology decisions
  2. Targeted finance skillsets and capabilities for data management and process development
  3. Examples of when integration should be prioritized (solid process vs. automation investments)

Member Spotlight:

In a fire-side chat format, we will hear from a CFO Alliance Member who has successfully managed through margin volatility throughout the P&L and how the finance function's position within the enterprise was strengthened as a result.


Roundtable Exercise:

In a closed-door, confidential setting, during the Roundtable discussion you will have the opportunity to discuss and share with your peers insights and best practices regarding your financial operations.


Prerequisites:

  • None

Program Knowledge Level:

Expert


Delivery Method:

Group-live


CPE Credit:

2 CPE in Personal Development


This Roundtbale is exclusive to finance leaders and guests.


The CFO Alliance 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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Agenda

8

00AM

-

8

30AM

Arrival and networking over coffee

Arrive early to meet other members over coffee.

8

30AM

-

9

00AM

Introduction - Breakfast

Hot breakfast will be served as we do introductions and background on today's topic.

9

00AM

-

9

15AM

Member Spotlight

In a 'fire side' chat we will learn from a CFO Alliance Member what they are doing to fight margin erosion.

9

15AM

-

10

00AM

Roundtable Discussion

This is a time for you to share insights and best practices with your peers.

Speakers

Community

Discover and connect with other attendees.

Register & Join the Community

Tickets

  • Guest Attendance

    Complimentary

    Public Price

    This is for first time attendees. If you have never attended a CFO Alliance Roundtable please register and attend as our guest. (quailifed finance executives only)

    Reserve Ticket
  • Premium Members

    Complimentary

    Member Price

    For Members that pay the Full (All-in) Membership of $1500 or $125/mo.

    Reserve Ticket
  • Basic Members

    $75.-

    Member Price

    If you are not a premium member and have participated in The CFO Alliance commuity, please pay this event fee.

    Buy Ticket

Sponsors and Partners

Organizer

Partners

The CFO Alliance has a select few vetted partners that we know will deliver value to you.