CFO ANZ Hybrid Series - June Edition 2022

Overview

The past year has been a game-changer for companies worldwide, not because it demonstrated the importance of digitalisation but because it revealed the crucial need for agility and resilience in disruptive times.

And so, financial resilience is continually proving to be the key driver of future business models to provide the optimum consumer experience, but the rules have changed and finance leaders must rethink their strategy as they leverage the power of the data science and advanced analytics.

During this edition of the CFO Series we get together with 150 Finance leaders to take a look at:

The future of finance 2025 - emerging trends for CFOs and Finance leaders

How to fund IT Transformation and maintain control over your organisation’s finances

Finance's role in intelligent automation

How to invest in IT vendors to prevent the costly implications

Thinking beyond business partnering - 360-degree view across your organisation

Utilising digitalisation & technologies to drive business outcomes

What to expect

• Invitation only 2 Executive Roundtables
• Speakers 15+
• Vendor:Practitioner 1:20
• IT cost and spend management Spend Optimisation
• Peer driven networking 150 Executives
• 20+ Sessions Full Day Program
• Developing empathy skillsets and communication skills Leadership and Management
• Current proven case studies Finance Transformation

What we will cover

• Finance automation Finance's role in intelligent automation and effectively leveraging the power of technology
• The future of finance 2025 The future of finance 2025 - emerging trends for CFOs and Finance leaders
• IT Transformation Cost optimisation and how to fund IT Transformation and maintain control over your organisation’s finances
• The end game for finance leaders Thinking beyond business partnering - 360-degree view across your organisation

Agenda

• 8:30 am Optimising ROI – The Business Case for Automated Transaction Matching(Plenary) With high volumes of financial transaction data, many organisations spend excessive time creating spreadsheets and manually identifying those transactions for verification while mining for those high-risk items. Regularly, reconciliations are delayed, impacting visibility into the financial performance, and increasing the risk of write-offs. In addition, your highly skilled team is spending all their time trying to find and resolve those exceptions when they should be using that time for higher-value work like data analysis. As the Office of Finance shifts to a strategic asset to the business, your highly talented resources must be focused on working strategically vs. manually matching accounts.
• 8:55 am Evolve: Minimising The Four Culture Killers(Plenary) 'Culture' is one component of Mark Carter's 5C MODE. For our session we are focussing on one specific aspect: as much as identifying, honing and implementing tools and strategies that allow a culture to thrive, it's equally important to understand the polarity! What are the common enemies at the gates that sometimes make a culture break! In this punchy development session Mark will share one aspect from ideas frequently weaved into his Culture keynotes and programs. Four common culture killers Initial ideas to minimise (even eliminate) the culture killers impact The biggest dirty little secret in business and why it's imperative you consciously strive to put it into action!
• 9:20 am A Growth Mindset is needed for Finance to adopt new Trends and resolve Challenges(Plenary) In the new world, post covid, the Finance organisation is facing an environment of even more changes and challenges than they did pre covid. This means the Finance organisation culture, in most cases, must change to a Growth mindset. By changing the culture, Finance will be able to adopt new trends quickly and can resolve challenges promptly. In this presentation we will discuss what a Growth mindset is and how this can be incorporated into the Finance culture before discussing the trends and challenges that finance need to incorporate/ resolve to ensure Finance becomes the Trusted Business Advisor.
• 9:45 am Morning Tea & Networking Break(Plenary)
• 10:15 am Keynote: The Evolution of the Finance – Are you in your comfort zone?(Plenary) Scaling an organisation is a mammoth task and the complexity arises when finance leaders have a slow adoption to the way of the future. Finance is often seen as the traditional role that it used to be and seldom have we addressed the new mandate and what it takes to prepare and evolve when we look at the strategic role that finance should play within the business. This of course is not an overnight task. But how do we get out of our comfort zone as leaders and furthermore how do we trigger the organisational mindset change when looking this function? How do we cultivate a progressive mindset? In this session we take a look at what it takes to be the change ambassador for the future CFO role as we scale. Join Jenny Junkeer, The Scaling Expert, as she dives deep into: Identifying employee resistance and management behaviour Framework to minimise resistance and stepping out of the comfort zone Maintaining a progressive yet structured system for the entire organisation
• 10:40 am The Tech-Savvy CFO - How CFOs are Utilising Technology to Stay Agile and Efficient(Plenary) Companies today are recognizing that a shift in their digital strategy is required. Increasingly, they are reshaping their digital presence to focus on the “last mile” – the hardest part of the customer journey that requires an individualized experience. Join this session as we dive deep into what leading CFOs are doing to remain competitive through enhanced agility and efficiency.
• 11:05 am Digital transformation with people at the forefront of your strategy(Plenary) It’s no secret that transformation should always follow the full support of not just your management but also the internal teams. People and culture are the make or break between the success and failure of your transformation, a reality that is often overlooked and a big contributor to an estimated $3.3 trillion loss by 2025 caused by digital transformation failures, well to be more precise up to 84% failure rate according to Forbes. During this session we get together with Vince Lombardi from Nillumbik Shire Council to take a closer look at culture and transformation in parallel. What it takes to aim for a better customer experience whilst simultaneously align your culture and mindset with the organisational objectives. Join us for this session as we take a look at: Exploring the 3 pillars of digital transformation, technology, people and processes. Digital transformation with better experience in mind for both external and internal customers. The important of internal positioning of your transformation journey and methods Nillumbik have implemented.
• 11:30 am Global Best Practices for Invoice to Cash Process(Plenary) With most organizations focusing on working capital optimization as the #1 priority, they need an effective way to supervise customer orders, invoicing, payments, collections and disputes. Finance teams typically spend a disproportionate amount of time on routine transactional processes while devoting too little time to other efforts, such as strategizing, analyzing and planning. With HighRadius, CFOs can automate processes to create competitive advantage, speeding up business workflows and empowering decision making. The above premise mirrors the driving force for us to explore ‘Global Best practices for Invoice to Cash process in CFO’s office’ as a critical topic of discussion with leaders. #HighRadius is World's #1 data-driven AI software platform to lower DSO, optimize working capital, fast-track financial close and improve productivity. http://highradius.com
• 11:55 am Lunch & Networking Break(Plenary)
• 0:55 pm Intelligent Revenue: The Missing Link Between Finance and Sales(Plenary) Sales organisations are built to withstand change. Yet despite advancements in automation and heightened pressure to succeed, companies still struggle to understand their data and deliver on revenue targets. Too many organisations fall short in forecasting and hitting their numbers because their revenue funnel is missing a key component: the ability to capture and effectively use data. According to new research 49% of sales leaders today are looking for greater accuracy in their sales forecasting and 40% want greater agility, in real time. Source: The State of Global Enterprise Sales Performance. And today sales and finance are looking to change how they approach revenue. Companies want improved revenue operations, and organisations are accelerating their digital transformation initiatives. The biggest gap that exists in revenue operations today is INTELLIGENCE -- it’s missing INTELLIGENCE -- that is what sales and finance leaders are really looking for.
• 1:20 pm Keynote: In One Piece, a pragmatic approach to thriving in times of change(Plenary) We could all agree that the least we learnt from the past 2 years was the realisation around how we respond to change, as individuals, as teams, as leaders. Some thrived and some not so much, some went onto to build winning teams, deliver on major projects and lead multi-disciplinary teams and the others had to sit down and take a minute. But what is it that made some of us soar, and the others barely manage. Why is it that some leaders see change as a moment of opportunity and naturally thrive and the rest battle their way through it hardly standing? Is it mindset? Is there a system? How can we change that? During this session we get together with Mary-Beth Hosking as she takes us through a journey of drastic change & transformation and unwrap what it takes for leaders to not just survive but thrive during periods of uncertainty and the role people play as the centrepiece of every journey.
• 1:45 pm Keynote: Comptometer To Digital(Plenary) While information overload is a phenomenon we cannot avoid, there are strategic ways adopted by business leaders to streamline effective decision making processes. How are leaders such as CFOs expected to embrace the overflow of information and focus on identifying what’s relevant. In this session, David Frost will outline the following: Are you and your team expected to do more with less? Do the right things first. Are you suffering information overload? Getting to what really matters The changing face of fraud, from analogue to digital.
• 2:10 pm Afternoon Tea & Networking Break(Plenary)
• 2:40 pm Keynote: Leadership and Communication Effectiveness(Plenary) Behavioural competencies are key to every business partnership role. A "seat at the table" must be earned. A stable and an effective business model requires the head of the finance function to wear multiple hats. A CFO needs to be a visible leader in the business, an excellent communicator, and an influencer. Without the CFO’s leadership, certain key elements of a business transformation lacks value and credibility. Deep dive with Linda Scott as she outlines the need for effective communication to build rapport, relationships and contributions towards key business decisions. How do you build effective leadership behaviours for CFO to create high performance teams? What does a strategic CFO role look like post pandemic? How do you adopt a modernistic mindset and embrace change?
• 3:05 pm Evolve: Fear Is Your Future(Plenary) The current environment has left many of us feeling afraid: afraid of slowing down, afraid of keeping up, afraid of holding on and afraid of letting go. It’s not only overwhelming but exhausting and it’s standing between your people and their potential. Fear is the number one barrier to adapting and making impactful change. What if fear was the greatest opportunity you had to work out what next and pave the path to possibility? Uncertainty and change in this new world are constant and many of us lack the skills to adapt and leverage fear to our advantage. Fear Is Your Future seeks to demonstrate how fear is the greatest lever available to us, in making impactful and meaningful change, in a future of unknowns.

Speakers

• Nadia Adelstein · Portfolio Manager, Factor A branding & events expert, with 10+ years experience in exponential marketing, Nadia thrives on bringing stories to life through creativity. Working overseas for 12 years on both agency and brand side, she has a unique approach to business strategy.
• Vince Lombardi · CFO, Nillumbik Shire Council Senior lead with broad experience in commercial and public environments in Australia and internationally. I actively provide strategic insights at the Executive level with a view of driving commercially viable solutions while considering long term sustainability. I have successfully managed the full corporate services function including Finance, IT, HR, Organisational Performance, Procurement, Strategic risk, Customer Service and Insurance portfolios reporting directly to the audit committee and board. My approach is underpinned by transparency and anticipating organisational and industry change. My experience extends to influencing organisational culture, leading strategic change and transformation projects. I thrive in leading teams and identifying methods of building capacity to achieve organisational goals.
• David Frost · Chief Financial Officer, Australian Institute for Teaching & School Leadership David W Frost has been both a Chief Financial Officer and a Chief Executive officer, he believes that his financial skills make him a better CEO and his CEO skills make him a better Chief Financial Officer as he understand the day to day demands of all the members of the executive team. He is currently a non-executive director of Mental Health Victoria, and chair of the Finance Audit and Risk Management (FARM) committee. He has been a non-executive director of Travellers Aid and chair of their FARM. During most of his executive roles and assignments he has been responsible for day-to-day finance, administration, operations, asset management and ICT, and has worked with, and implemented, a variety of quality accreditation and ICT systems.
• Jenny Junkeer · Chief Executive Officer, Intent, Scaling Intelligence With scientifically crafted and intelligently curated business growth and optimization protocols, jenny has emerged as the world’s scaling agent. Beyond offering solutions to business leaders’ most pressing pain points, she is a global public figure known for elevating companies to new lucrative heights made of winning processes and legacy.
• Thomas Kohlenbach · Senior Product Specialist, Nintex Thomas Kohlenbach is a senior product specialist at Nintex, the global standard for process management and automation. He has over 12 years’ experience implementing initiatives related to continuous improvement (Kaizen/Six Sigma), change management and system integration, across automotive and financial services industries. Thomas is a passionate business improvement advocate who has helped organizations around the world to decrease operational costs and drive cultural change.
• Linda Scott · Managing Director, Thinking Leaders I work with CEOs, business owners, executives and senior leadership teams to unlock their potential, achieve high performance, and fast track growth and results, for themselves and their businesses. I have worked in and for businesses as a finance executive for nearly 30 years. After a very successful career both locally and internationally, I founded Thinking Leaders to focus on leadership, career and business growth, decision making, time management, productivity, communication effectiveness, problem solving, increasing profits and results, and creating professional businesses to maximise monetisation value, through changing the way you think, behave and respond. A speaker and facilitator in the space of self-leadership and perspective, and how this impacts your environment and results, I teach strategies to help you understand that you have choice about your thinking, which in turn impacts how you respond and the results you create.
• MaryBeth Hosking · Chief Information Officer, PointsBet I'm a pragmatic and seasoned technology leader with extensive experience in organisational transformations. She published her first book “In One Piece – A Step-by-Step Guide to Surviving Change” in 2020.
• Ralph Stein · Finance Transformation Consultant, Wolters Kluwer Ralph Stein is a member of the Institute of Chartered Accountants of ANZ and has a Diploma in Corporate Management from Institute Corporate Managers, Secretaries and Administrators. He has completed certificates in Design Thinking, Big data, robotic process automation, supply chain and ESG. He has been involved in the Finance transformation space for over 25 years and has worked on Finance and Operation transformations by challenging the status quo, then simplifying and standardizing by using the latest tools, techniques, and technologies. He is currently a Solution Architect for Financial Reporting Applications and the AP ESG Domain lead at Wolters Kluwers in the CCH Tagetik division which focuses on ensuring there is a single source of truth while automating the planning, forecasting, consolidation, supply chain and ESG processes.
• Ann Furlong · Snr Financial Consultant, Trintech Ann is a certified chartered accountant with more than 20 years of experience with a focus on finance and digital transformation.

Partners

• Wolters Kluwer Wolters Kluwer is a global leader in professional information, software solutions, and services for the health, tax & accounting, finance, risk & compliance, and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. CCH Tagetik, a part of the Wolters Kluwer Tax & Accounting division, provides solutions to CFOs for Corporate Performance Management. For over 20 years, CCH Tagetik has collaborated with finance organizations to optimize multiple business processes including budgeting, planning & forecasting, consolidation, reporting, analysis and disclosure management in one unified platform, available on Cloud and On-Premise. We have implemented a full range of Corporate Performance Management processes including more than 2500 applications at more than 1300 customers across various industries. Recently recognised by Gartner as the Leader in the 2020 Gartner Magic Quadrant for Cloud Financial Planning & Analysis Solutions (FP&A) and 2019 Gartner Magic Quadrant for Cloud Financial Close Solutions (FC), and we are ranked among the highest level of customer satisfaction in the market every year. CCH® Tagetik is one of the fastest growing global software companies in the industry. A global vendor exclusively focused on simplifying and streamlining business processes for the CFO and the Office of Finance.
• Trintech At Trintech, we pride ourselves on providing enterprise-class financial solutions for the Record to Report process to organizations committed to transforming their financial process to best in class levels of efficiency and effectiveness. We understand the deadlines, dynamics and challenges of managing the Record to Report process.
• Xactly Xactly has helped thousands of companies and millions of sellers around the world beat their revenue targets. Using Xactly’s solutions, leaders look past the current quarter to create revenue streams for long-term growth. The Xactly Intelligent Revenue Platform marries artificial intelligence and 16 years of proprietary data in easy-to-use applications. Sentiment, process, and trend analysis come together to form accurate machine forecasts. Quick identification and implementation of revenue plans, quotas, and territory improvements are easy. And, rapid calculation of even the most complex compensation plans keeps sales reps motivated and on track. This makes the Xactly Intelligent Revenue Platform the only solution that aligns seller behavior with boardroom strategy to create a resilient, predictable, and profitable business.
• Nintex Nintex is the global standard for process intelligence and automation. Today more than 10,000 public and private sector organisations across 90 countries turn to the Nintex Platform to accelerate progress on their digital transformation journeys by quickly and easily managing, automating and optimising business processes. Learn more by visiting www.nintex.com and experience how Nintex and its global partner network are shaping the future of Intelligent Process Automation (IPA).
• HighRadius HighRadius offers cloud-based Autonomous Software for the Office of the CFO. More than 700 of the world’s leading companies have transformed their order to cash, treasury and record to report processes with HighRadius. Our customers include 3M, Unilever, Anheuser-Busch InBev, Sanofi, Kellogg Company, Danone, Hershey’s and many more. Autonomous Software is data-driven software that continuously morphs its behavior to the ever-changing underlying domain transactional data. It brings modern digital transformation capabilities like Artificial Intelligence, Robotic Process Automation, Natural Language Processing and Connected Workspaces as out-of-the-box features for the finance & accounting domain. Finance business stakeholders have been led to believe that they have only two choices: pick an application software vendor that digitizes a paper or Excel-based process to an electronic system of record, or, choose a middleware platform for AI or RPA to build and maintain in-house, domain-specific capabilities. In contrast, HighRadius Autonomous Software combines the best of both worlds to deliver measurable business outcomes such as DSO reduction, working capital optimization, bad-debt reduction, reduce month close timelines and improve productivity in under six months.

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