future of finance summit & RESOURCES
To transform the profession in its broadest context and re-imagine the finance function of the future.
FUTURE OF FINANCE
We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. The AICPA & CIMA's Future of Finance initiative and series of events brings leaders in the finance profession at top global organizations together to co-create the future of the profession and define the steps to get there.
This event provides an intimate setting for senior finance and accounting leaders to co-create the future of the profession through a highly interactive forum.
Focused on the themes of talent and value creation shaping how the finance organization evolves, hear from leading experts, and translate into actionable next steps for your organizations via peer-to-peer breakout discussions.
Peer discussions will be guided by the Future of Finance Leadership Advisory Group (FFLAG); this group has built out the agenda and finance maturity model to aid in attendees leaving with concrete plans for leading transformation at individual organizations.
Tuesday, December 10, 2024
| 3:00- 6:00pm | Registration Opens |
| 3:00- 5:00pm | Pickleball courts available for free play |
| 6:00– 8:00pm | Opening Cocktail Reception – onsite |
| 3:00- 6:00pm | Registration Opens |
| 3:00- 5:00pm | Pickleball courts available for free play |
| 6:00– 8:00pm | Opening Cocktail Reception – onsite |
Wednesday, December 11, 2024
| 8:00–9:00am | Coffee & Breakfast; Check-in continuation |
| 9:00–9:30am | Welcome – the road so far & table introductions, Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA |
| 9:30–11:55am | Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership – Chris Dyer, Best selling author & Speaker |
| 10:30–11:00am | Snack Break* approximate timing |
| 12:00 – 1:00pm | Lunch |
| 1:00–1:30pm | Peer-led Talent subtopic breakout roundtables (e.g. DEI, hiring, succession planning, etc.) |
| 1:30–1:55pm | Peer-led Value Creation subtopic breakout roundtables (e.g. business partnering, ESG, strategy development, etc.) |
| 2:05:–3:30pm | Master class & workshop – 2 tracks -> Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify -> Autonomous Finance & Practical use cases – Alexander Bant, Chief of Research for CFOs, Gartner, Glenn Hopper, Director & CFO, Eventus Advisory Group & Don Tomoff, Director, Invenio Advisors, Course Developer & Instructor, BLI |
3:45pm | |
| 3:30–4:00pm | Snack Break |
| 4:00–5:30pm | Generations in the workforce: It’s Not About Birth Year – Carrie Murphy, Retention Strategist, Magnet Culture |
| 5:30pm | Close day 1 |
| 6:00- 8:00pm | Offsite Happy Hour Reception – location TBD |
| 8:00–9:00am | Coffee & Breakfast; Check-in continuation |
| 9:00–9:30am | Welcome – the road so far & table introductions, Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA |
| 9:30–11:55am | Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership – Chris Dyer, Best selling author & Speaker |
| 10:30–11:00am | Snack Break* approximate timing |
| 12:00 – 1:00pm | Lunch |
| 1:00–1:30pm | Peer-led Talent subtopic breakout roundtables (e.g. DEI, hiring, succession planning, etc.) |
| 1:30–1:55pm | Peer-led Value Creation subtopic breakout roundtables (e.g. business partnering, ESG, strategy development, etc.) |
| 2:05:–3:30pm | Master class & workshop – 2 tracks -> Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify -> Autonomous Finance & Practical use cases – Alexander Bant, Chief of Research for CFOs, Gartner, Glenn Hopper, Director & CFO, Eventus Advisory Group & Don Tomoff, Director, Invenio Advisors, Course Developer & Instructor, BLI |
3:45pm | |
| 3:30–4:00pm | Snack Break |
| 4:00–5:30pm | Generations in the workforce: It’s Not About Birth Year – Carrie Murphy, Retention Strategist, Magnet Culture |
| 5:30pm | Close day 1 |
| 6:00- 8:00pm | Offsite Happy Hour Reception – location TBD |
Thursday, December 12, 2024
| 8:00–9:00am | Coffee & Breakfast |
| 9:00–9:55am | State of the Union: Post-Election implications for Finance teams – Mark Peterson, EVP – Advocacy, AICPA & CIMA |
| 10:05-11:30am | Master class & workshop – 2 tracks -> Transforming Finance Talent into Strategic Business Leaders – Roger Kenyanya, VP, Corporate Finance and Andy Isenhower, Director, Finance Analytics & Measurement, Lowe’s Companies Inc. -> Human Leadership in a Digital World – Kassi Rushing, Owner, Kassi Rushing Consulting |
| 11:30–12:30pm | Lunch |
| 12:35– 2:00pm | “Learn – Do” breakout workshops – 2 tracks: -> Integrations Post-M&A: Best Practices & Tools of the Trade – Matt Sommers, Director, Global FP&A and Reporting, CRH -> Bringing the Outside In: Leveraging Market Indicators to Inform Strategic Priorities – Andre Gevargiz, VP, Global Financial Planning & Analysis, Mondelez International |
| 2:00 – 2:15pm | Expert Encounter: Value focus: the CFO’s evolving role in value creation and stakeholder return– Sponsored by EY |
| 2:00 – 2:30pm | Snack Break |
| 2:30 – 3:55pm | “Learn – Do” breakout workshops – 2 tracks -> Decision making in high uncertainty: The World Bank’s Advice in a Global Economy – Sam Maimbo, VP, Budget, Performance Review & Strategic Planning, The World Bank -> Shark Tank Case Study: Ramping up Organization Buy-in & Adoption of GenAI – Rachael Crump, Chief Accounting Officer, Insight |
| 4:00 – 5:00pm | “Learn – Do” breakout workshops – 2 tracks -> Talent Development Models: Expanding the Aperture – TBD & Joanne Fiore, VP Pipeline & Apprenticeships, AICPA&CIMA -> Implementation of EPM and Change Management – Ivan Quimi, Global Head of Finance, Mitchell & Ness, Fanatics |
| 5:30pm | Summary & Wrap-up Day 2 |
| 8:00–9:00am | Coffee & Breakfast |
| 9:00–9:55am | State of the Union: Post-Election implications for Finance teams – Mark Peterson, EVP – Advocacy, AICPA & CIMA |
| 10:05-11:30am | Master class & workshop – 2 tracks -> Transforming Finance Talent into Strategic Business Leaders – Roger Kenyanya, VP, Corporate Finance and Andy Isenhower, Director, Finance Analytics & Measurement, Lowe’s Companies Inc. -> Human Leadership in a Digital World – Kassi Rushing, Owner, Kassi Rushing Consulting |
| 11:30–12:30pm | Lunch |
| 12:35– 2:00pm | “Learn – Do” breakout workshops – 2 tracks: -> Integrations Post-M&A: Best Practices & Tools of the Trade – Matt Sommers, Director, Global FP&A and Reporting, CRH -> Bringing the Outside In: Leveraging Market Indicators to Inform Strategic Priorities – Andre Gevargiz, VP, Global Financial Planning & Analysis, Mondelez International |
| 2:00 – 2:15pm | Expert Encounter: Value focus: the CFO’s evolving role in value creation and stakeholder return– Sponsored by EY |
| 2:00 – 2:30pm | Snack Break |
| 2:30 – 3:55pm | “Learn – Do” breakout workshops – 2 tracks -> Decision making in high uncertainty: The World Bank’s Advice in a Global Economy – Sam Maimbo, VP, Budget, Performance Review & Strategic Planning, The World Bank -> Shark Tank Case Study: Ramping up Organization Buy-in & Adoption of GenAI – Rachael Crump, Chief Accounting Officer, Insight |
| 4:00 – 5:00pm | “Learn – Do” breakout workshops – 2 tracks -> Talent Development Models: Expanding the Aperture – TBD & Joanne Fiore, VP Pipeline & Apprenticeships, AICPA&CIMA -> Implementation of EPM and Change Management – Ivan Quimi, Global Head of Finance, Mitchell & Ness, Fanatics |
| 5:30pm | Summary & Wrap-up Day 2 |
Friday, December 13, 2024
| 7:00 – 8:00am | Yoga Class* Optional |
| 8:00 – 9:00am | Coffee & Breakfast |
| 9:00 - 12:30pm | Women in Finance Leadership Workshop – Mastering Your Mindset and guided discussion – Molly Gimmel, Entrepreneur, Author & Speaker |
| 10:30–11:00am | Snack Break |
| 12:30pm | Wrap Summit with Grab & Go Lunch |
| 7:00 – 8:00am | Yoga Class* Optional |
| 8:00 – 9:00am | Coffee & Breakfast |
| 9:00 - 12:30pm | Women in Finance Leadership Workshop – Mastering Your Mindset and guided discussion – Molly Gimmel, Entrepreneur, Author & Speaker |
| 10:30–11:00am | Snack Break |
| 12:30pm | Wrap Summit with Grab & Go Lunch |
| 3:00- 6:00pm | Registration Opens |
| 3:00- 5:00pm | Pickleball courts available for free play |
| 6:00– 8:00pm | Opening Cocktail Reception – onsite |
| 3:00- 6:00pm | Registration Opens |
| 3:00- 5:00pm | Pickleball courts available for free play |
| 6:00– 8:00pm | Opening Cocktail Reception – onsite |
| 8:00–9:00am | Coffee & Breakfast; Check-in continuation |
| 9:00–9:30am | Welcome – the road so far & table introductions, Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA |
| 9:30–11:55am | Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership – Chris Dyer, Best selling author & Speaker |
| 10:30–11:00am | Snack Break* approximate timing |
| 12:00 – 1:00pm | Lunch |
| 1:00–1:30pm | Peer-led Talent subtopic breakout roundtables (e.g. DEI, hiring, succession planning, etc.) |
| 1:30–1:55pm | Peer-led Value Creation subtopic breakout roundtables (e.g. business partnering, ESG, strategy development, etc.) |
| 2:05:–3:30pm | Master class & workshop – 2 tracks -> Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify -> Autonomous Finance & Practical use cases – Alexander Bant, Chief of Research for CFOs, Gartner, Glenn Hopper, Director & CFO, Eventus Advisory Group & Don Tomoff, Director, Invenio Advisors, Course Developer & Instructor, BLI |
3:45pm | |
| 3:30–4:00pm | Snack Break |
| 4:00–5:30pm | Generations in the workforce: It’s Not About Birth Year – Carrie Murphy, Retention Strategist, Magnet Culture |
| 5:30pm | Close day 1 |
| 6:00- 8:00pm | Offsite Happy Hour Reception – location TBD |
| 8:00–9:00am | Coffee & Breakfast; Check-in continuation |
| 9:00–9:30am | Welcome – the road so far & table introductions, Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA |
| 9:30–11:55am | Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership – Chris Dyer, Best selling author & Speaker |
| 10:30–11:00am | Snack Break* approximate timing |
| 12:00 – 1:00pm | Lunch |
| 1:00–1:30pm | Peer-led Talent subtopic breakout roundtables (e.g. DEI, hiring, succession planning, etc.) |
| 1:30–1:55pm | Peer-led Value Creation subtopic breakout roundtables (e.g. business partnering, ESG, strategy development, etc.) |
| 2:05:–3:30pm | Master class & workshop – 2 tracks -> Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify -> Autonomous Finance & Practical use cases – Alexander Bant, Chief of Research for CFOs, Gartner, Glenn Hopper, Director & CFO, Eventus Advisory Group & Don Tomoff, Director, Invenio Advisors, Course Developer & Instructor, BLI |
3:45pm | |
| 3:30–4:00pm | Snack Break |
| 4:00–5:30pm | Generations in the workforce: It’s Not About Birth Year – Carrie Murphy, Retention Strategist, Magnet Culture |
| 5:30pm | Close day 1 |
| 6:00- 8:00pm | Offsite Happy Hour Reception – location TBD |
| 8:00–9:00am | Coffee & Breakfast |
| 9:00–9:55am | State of the Union: Post-Election implications for Finance teams – Mark Peterson, EVP – Advocacy, AICPA & CIMA |
| 10:05-11:30am | Master class & workshop – 2 tracks -> Transforming Finance Talent into Strategic Business Leaders – Roger Kenyanya, VP, Corporate Finance and Andy Isenhower, Director, Finance Analytics & Measurement, Lowe’s Companies Inc. -> Human Leadership in a Digital World – Kassi Rushing, Owner, Kassi Rushing Consulting |
| 11:30–12:30pm | Lunch |
| 12:35– 2:00pm | “Learn – Do” breakout workshops – 2 tracks: -> Integrations Post-M&A: Best Practices & Tools of the Trade – Matt Sommers, Director, Global FP&A and Reporting, CRH -> Bringing the Outside In: Leveraging Market Indicators to Inform Strategic Priorities – Andre Gevargiz, VP, Global Financial Planning & Analysis, Mondelez International |
| 2:00 – 2:15pm | Expert Encounter: Value focus: the CFO’s evolving role in value creation and stakeholder return– Sponsored by EY |
| 2:00 – 2:30pm | Snack Break |
| 2:30 – 3:55pm | “Learn – Do” breakout workshops – 2 tracks -> Decision making in high uncertainty: The World Bank’s Advice in a Global Economy – Sam Maimbo, VP, Budget, Performance Review & Strategic Planning, The World Bank -> Shark Tank Case Study: Ramping up Organization Buy-in & Adoption of GenAI – Rachael Crump, Chief Accounting Officer, Insight |
| 4:00 – 5:00pm | “Learn – Do” breakout workshops – 2 tracks -> Talent Development Models: Expanding the Aperture – TBD & Joanne Fiore, VP Pipeline & Apprenticeships, AICPA&CIMA -> Implementation of EPM and Change Management – Ivan Quimi, Global Head of Finance, Mitchell & Ness, Fanatics |
| 5:30pm | Summary & Wrap-up Day 2 |
| 8:00–9:00am | Coffee & Breakfast |
| 9:00–9:55am | State of the Union: Post-Election implications for Finance teams – Mark Peterson, EVP – Advocacy, AICPA & CIMA |
| 10:05-11:30am | Master class & workshop – 2 tracks -> Transforming Finance Talent into Strategic Business Leaders – Roger Kenyanya, VP, Corporate Finance and Andy Isenhower, Director, Finance Analytics & Measurement, Lowe’s Companies Inc. -> Human Leadership in a Digital World – Kassi Rushing, Owner, Kassi Rushing Consulting |
| 11:30–12:30pm | Lunch |
| 12:35– 2:00pm | “Learn – Do” breakout workshops – 2 tracks: -> Integrations Post-M&A: Best Practices & Tools of the Trade – Matt Sommers, Director, Global FP&A and Reporting, CRH -> Bringing the Outside In: Leveraging Market Indicators to Inform Strategic Priorities – Andre Gevargiz, VP, Global Financial Planning & Analysis, Mondelez International |
| 2:00 – 2:15pm | Expert Encounter: Value focus: the CFO’s evolving role in value creation and stakeholder return– Sponsored by EY |
| 2:00 – 2:30pm | Snack Break |
| 2:30 – 3:55pm | “Learn – Do” breakout workshops – 2 tracks -> Decision making in high uncertainty: The World Bank’s Advice in a Global Economy – Sam Maimbo, VP, Budget, Performance Review & Strategic Planning, The World Bank -> Shark Tank Case Study: Ramping up Organization Buy-in & Adoption of GenAI – Rachael Crump, Chief Accounting Officer, Insight |
| 4:00 – 5:00pm | “Learn – Do” breakout workshops – 2 tracks -> Talent Development Models: Expanding the Aperture – TBD & Joanne Fiore, VP Pipeline & Apprenticeships, AICPA&CIMA -> Implementation of EPM and Change Management – Ivan Quimi, Global Head of Finance, Mitchell & Ness, Fanatics |
| 5:30pm | Summary & Wrap-up Day 2 |
| 7:00 – 8:00am | Yoga Class* Optional |
| 8:00 – 9:00am | Coffee & Breakfast |
| 9:00 - 12:30pm | Women in Finance Leadership Workshop – Mastering Your Mindset and guided discussion – Molly Gimmel, Entrepreneur, Author & Speaker |
| 10:30–11:00am | Snack Break |
| 12:30pm | Wrap Summit with Grab & Go Lunch |
| 7:00 – 8:00am | Yoga Class* Optional |
| 8:00 – 9:00am | Coffee & Breakfast |
| 9:00 - 12:30pm | Women in Finance Leadership Workshop – Mastering Your Mindset and guided discussion – Molly Gimmel, Entrepreneur, Author & Speaker |
| 10:30–11:00am | Snack Break |
| 12:30pm | Wrap Summit with Grab & Go Lunch |
The following were the major themes covered during the 2022 Summit to help attendees leave with clear action items:
COMING SOON: Presentations & materials provided by our sponsors.
Access resources, watch presentations, and explore additional references from prior Future of Finance events.
If you’d like to get involved, reach out to Barry Payne, Director - External Relations, Management Accounting, AICPA-CIMA | barry.payne@aicpa-cima.com
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