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Whether pursuing incremental technology enablement or digesting acquisitions, finance leaders are charged with managing information flow through larger tech stacks and parallel systems. Integrations have their limits and others take significant time, yet stakeholder demands for visibility are ever-increasing. How can CFOs manage growing tech stacks and data sources when the ERP isn't the silver bullet?

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)

Prerequisites:

  • None

Member Spotlight:

  • TBD

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.



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

Connect with 22 people attending this event

Tickets

  • 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
  • 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

Sponsors and Partners

Organizer

Partners

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