CFO ANZ Hybrid Series - November 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.

For the final Sit-Down for 2022 we will be going over how the role of CFO has changed but also the direction it is heading to.

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

The future of finance teams and how they will play a much greater hand in digital through cybersecurity, data governance as well as controlling the data flow

How to invest in security experts to prevent costly and dangerous data breaches

Transitioning role of CFOs to be the guardians of data, as the cost of security breaches in finance increase

What to expect

• 20+ Sessions Full Day Program
• Speakers 20+
• In-depth Interactions 1:1
• Practitioners : Vendors 20:1
• Practitioners 20:1
• In-person Attendees 150+

What we will cover

• The Great Re-shuffle What does this mean for your team and organisation and how can we lean into this as a potential opportunity
• Building Agility Across Finance Teams Defining what trusted teams look like with agility and flexibility in mind
• The CFO's Crucial Rule in Carrying out Digital Transformation Strategies for Finance leaders to fast rack digital transformation with cost optimisation in mind
• The future of finance 2025 The future of finance 2025 - emerging trends for CFOs and Finance leaders

Agenda

• 8:30 am You’ve got this: Using tech to tackle the CFOs toughest tasks in 2023(Plenary) The battle for talent, accurate forecasting and cutting the rights costs – according to Gartner, these are the top challenges CFOs will face in 2023. As business systems experts, we will share first-hand insights on how technology - specifically Cloud ERP - can equip organisations with the capabilities needed to overcome these latest hurdles. We’ll also discuss areas of innovation for your own financial processes, and showcase market-leading ANZ businesses who have overcome similar challenges.
• 8:55 am Policy Advice - Talking to CFO's and What 2023 holds for us?(Plenary) Since productivity growth has contributed almost all of Australia’s improvement in material living standards since federation, it is essential that the productivity slowdown is arrested and turned around if Australians are to enjoy continued increases in living standards, social disadvantage is to be reduced and the Australian and global environments are to be preserved and repaired. Join this session as we cover: What are the things key issues that CFO's want to watch out for Early warning signs What 2023 has in store for us and the difficulties we will be faced with Government budget, and the impact that will have on all organisations
• 9:20 am A CFO’s Perspective: Managing Operations Through Turbulent Times(Plenary) Operations teams within financial services organisations are constantly under pressure to drive out costs and become more efficient. It's like white noise with annual budget cycles always pushing for further reductions. The next 12 months will be different. With tough economic times ahead, the challenge for operations teams will be even more acute as we CFOs will be looking for savings from our biggest cost centres – and operations is one of the largest. In this session, we’ll explore the questions CFOs can ask their operations leaders as we look to partner with operations to drive savings.
• 9:45 am Morning Tea & Networking Break(Plenary)
• 10:25 am Driving Digital Transformation: How Financial Software Optimises Your Close - Trintech(Plenary) The heightened need for software solutions to connect employees and departments over the last year has resulted in a new level of acceptance and expectation for digitization across every aspect of an organization. For finance teams specifically, digital transformation is no longer an aspirational goal but instead is a requirement to building resilience and effectively supporting the wider business. What is needed is financial software that is flexible enough to accommodate ever changing requirements— a solution that allows CFOs and Controllers to track what their team is working on, what the status of those tasks are, and enables real-time visibility and access to documentation and commentary during the entire close cycle.
• 10:50 am Cultivating Your Executive Presence(Plenary) The CFO role is constantly evolving, with an important element now being as a change agent within the organisation, and to lead successfully in this space it is essential that you cultivate your executive presence. The term executive presence can feel very nebulous and intangible so in this session we will explore what it is and strategies for how you can cultivate it so that you can be more influential and inspiring in your role as a leader, which will enable you to make the contribution that is important to you.
• 11:15 am Enterprise Planning for a Changing World(Plenary) It’s no secret that in times of uncertainty, organisations need to be agile, adaptable, and strategic. However, many operate with data silos, disconnected plans, and manual processes that leave little time for the detailed analysis finance and business decision makers need to seize opportunities and mitigate risk. Join workday for this session as we explore the steps CFO’s and their FP&A teams can take to enable more cohesive and agile planning environments that equip them to not only react, but to thrive in times of turbulence and unpredictable change.
• 11:40 am 3 Challenges CPOs Must Overcome In 2022 And Beyond(Plenary) During this edition we get together with Andres Naranjo of Coates Hire to discuss the 3 challenges CPOs must overcome in the year ahead and what the general landscape looks like 2023. Join us for this session as Andres takes us through a 20-minute journey to discuss: Talent and workforce Sustainability - diversity and supply chain CPO’s role in active peer networking and development
• 0:05 pm Lunch & Networking Break(Plenary)
• 1:15 pm The Cyber Resilient CFO – 10 Misconceptions about Cyber-Crime(Plenary) CFOs have long been trusted custodians of an organisation’s funds. However, in an age of rapid digital transformation, cybercrime is now one of the biggest threats facing CFOs with the potential to cripple, not only financially, but also reputationally. What was once considered an “IT issue” now falls firmly under the remit of the Finance Chief and CFOs need to be very aware of the risks and prepared for these attacks. This eye-opening session will explore the Australian Cybercrime landscape – What are the latest threats, why are CFOs and finance teams being targeted and what should CFOs be doing now to protect themselves and their organisations.
• 1:40 pm Working with small businesses as your competitive advantage(Plenary) During this edition we get together with Brett Nolan of Tourism Australia to unwrap the importance of working with small businesses as your competitive advantage. When it comes to the preferred supplier, procurement in enterprise and government more often that tend to lean towards the multinationals and enterprise providers because of the security and certainty they come with. The benefits that working with small businesses, especially within the public sector, are often forgotten. Join us during this session as we dive deep and explore case studies that have benefited organisations with this very approach.
• 2:05 pm How CFO’s can benefit from Integrated Business Planning (IBP)(Plenary) Overview of IBP Why IBP is important What are the benefits of IBP for the CFO What an IBP solution should provide
• 2:30 pm Fireside chat: The evolution of the CFO, Re-defining What Finance Can Be.(Plenary) The role of finance can still be seen as what it once was. Over the last few decades, the role of the CFO has undergone a profound shift. The historical tasks of the finance function such as books and records, financial reporting, and statutory compliance continue to be important but there is a next step to be explored. During this we get together with Genevieve MacDonald of Wunderman Thompson to discuss the evolution of the finance teams, the shift in responsibilities and processes that have led to positive impact in the way the finance function operations and collaborates with other business units. Join this session to gain insights into: Where to start from in moving away from the traditional role of the CFO The impact of this journey The transparency we create as finance teams and the value in clarity for the larger organisation

Speakers

• Sue Rosen · Director, Sue Rosen Executive Coaching Are you a CFO ready to take your leadership to the next level? Are you a finance leader looking to step up into the next role? Are you frustrated by your apparent inability to move up into a higher leadership role? Leaders are under huge pressure to deliver results, implement new technologies, update processes, mentor their teams, as well as juggling their family commitments and managing their own health and wellbeing. As well as this leaving us feeling overwhelmed there can be a huge amount of stress from dealing with high stakes situations. This combination of stress and being overwhelmed can take its toll, as we get dragged down into the weeds when we actually need a birds eye view. And as we rise up the ladder it is also very easy to feel isolated, and without the sounding board we need. And being isolated, stressed and overwhelmed has huge consequences for our ability to influence and have impact. I am passionate about helping my clients to create a strategic pause in their work life: to be the sounding board, hold up a mirror so that they can see their blindspots, challenge them to pivot when old beliefs and behaviours are not effective and hold them accountable for their progress. I help them to get clarity around their values, purpose and goals so that they can be authentic, effective and fulfilled as leaders. I bring mindfulness and compassion to my coaching conversations but never shy away from challenging my clients to move beyond their comfort zone. I have been a CFO so I speak your language and have a deep understanding of the corporate context. I am particularly passionate about inspiring courage and compassion so that we bring greater diversity and inclusion to our workplaces.
• Kenneth Kent · CFO, Annexa • As a highly experienced financial leader, Ken heads up Annexa’s finance team. His ability to quickly analyse key business drivers, develop innovative solutions, and adapt and execute financial strategies has been instrumental for Annexa’s growth initiatives. An engaging leader with a track record for building and inspiring high performing teams, Ken and his team take Annexa’s financial data and use it to influence sustainable financial practices to drive Annexa forward.
• Brett Nolan · Head of Procurement, Tourism Australia
• Andres Naranjo · GM Procurement & Purchasing, Coates Hire
• Genevieve MacDonald · CFO Australia, Wunderman Thompson
• Gavin Bain · Head of Consulting and Growth, Wunderman Thompson
• Paddy Deller · Group CFO, ActiveOps Paddy has over 15 years’ experience in senior finance roles across the technology sector. He joined ActiveOps in 2015 with previous international experience at Cable & Wireless where he was CFO of various divisions. Paddy has extensive experience of growing technology businesses organically and through M&A.
• Gavin Levinsohn · Chief Growth Officer, eftsure After post-graduate studies in finance, Gavin spent 21 years in marketing communications leading businesses for global communication groups WPP and Publicis. In 2018, he reconnected with his long-held passion for all things digital and joined Eftsure where he is Chief Growth Officer.
• Ralph Stein · Solution Architect Financial Reporting Applications, Wolters Kluwer I am currently a Financial Transformation Consultant and AP ESG SME at CCH Tagetik, specializing in the Planning and Consolidation, Supply Chain Planning and ESG reporting areas.
• Isabel Ford · Marketing Manager, Annexa

Partners

• eftsure Eftsure is a leader in fraud detection and payment protection. Our pioneering fraudtech solution brings financial controls into the digital age and helps organisations of all sizes mitigate the risk of incorrectly processing (EFT) payments, whether as a result of cybercrime, fraud or human error. Eftsure’s unique approach allows its customers to cross-reference payment information in real-time, immediately prior to processing them, against an ever-expanding network of over 2.5 million Australian organisations. In a world in which scammers are actively adopting new fraud tactics, such as social engineering, phishing and Business Email Compromise (BEC) attacks, Eftsure helps supports organisations to remain secure. With Eftsure, organisations acquire peace of mind knowing that EFT payments are being directed to the intended recipient and that they’re avoiding the growing risk of human error and digital fraud.
• ActiveOps ActiveOps, A Management Process Automation Software Company . ActiveOps' platform – including Workware+, the Active Operations Management (AOM) Method and OpsIndex – provides real-time employee productivity monitoring and workforce management technologies for a 360° view of your operations – both digital and human. ActiveOps can transform operational effectiveness and embed improvements in processes to manage whatever challenges lie ahead. By providing managers access to data and insight at the right time, in the right context, enables them to transform productivity, secure employee wellbeing and create a platform for confident, constant transformation and market leadership.
• 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.
• Annexa · Event Partner Annexa are 5-star NetSuite solution providers, working with forward thinking companies across Australia and New Zealand who are ready to take their business systems to the next level. Annexa are well-versed in the design and implementation of revolutionary cloud technology, geared towards promoting business growth and sustainability. With in-house NetSuite experts adept at helping businesses navigate the latest technologies, Annexa help identify business challenges, develop solutions, implement systems and provide ongoing support, ensuring business growth and sustainable change.
• 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.
• Workday Workday is a leading provider of enterprise cloud applications for finance, HR, and planning. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enterprises have selected Workday.

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