future of finance summit & RESOURCES

Welcome to

the Future of Finance.

To transform the profession in its broadest context and re-imagine the finance function of the future.

REGISTER FOR 2023 FUTURE OF FINANCE SUMMIT

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.

Join us for the THIRD annual Future of Finance Summit in ORLANDO, FL

Future of Finance Summit 2023

December 10, 2023 – December 12, 2023

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VIEW 2023 SCHEDULE

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.

The ability to interact and network with peers to explore the best ways to address common challenges [was the high point of the Summit].” 

Past Attendee

Rating the networking, peer discussions, and diversity of ideas

Save The Date

Upcoming Future of Finance Events

fFlag meeting & dinner

TBD

TBD

VIEW FFLAG MEMBERS
in-person summit

Orlando, FL

December 10th - 12th, 2023

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2023 Future of Finance Summit Schedule

Sunday, December 10, 2023

Sunday, December 10, 2023
1:00pmRegistration Opens
6:00 – 8:00pmOpening Cocktail Reception Sponsored by SC&H Group
Sunday, December 10, 2023
1:00pmRegistration Opens
6:00 – 8:00pmOpening Cocktail Reception Sponsored by SC&H Group

Monday, December 11, 2023

Monday, December 11, 2023
8:00–9:00amCoffee & Breakfast; Check-in continuation
9:00–9:30amWelcome – the road so far & table introductions
9:30–10:30amKeynote – TBA
10:30-11:00amSnack Break
11:00–12:00pmWorkshop & Application with Opening Keynote Speaker
12:00–1:00pmLunch
1:00–1:30pmGenerations in the workplace landscape – trends & impact
1:30–2:30pmPlenary Panel: Multigenerational considerations in the workplace
2:30–3:00pmPeer-led Talent subtopic breakout roundtables (e.g. DEI, hiring, succession planning, etc.)
3:00–3:30pmSnack Break
3:30–4:00pmPeer-led Value Creation subtopic breakout roundtables (e.g. business partnering, ESG, strategy development, etc.)
4:00–5:00pm“Learn – Do” breakout sessions – 2 tracks
5:00–6:00pm“Learn – Do” breakout sessions – 2 tracks
6:00pmClose Day 1
7:00pmFFLAG dinner / free night for attendees
Monday, December 11, 2023
8:00–9:00amCoffee & Breakfast; Check-in continuation
9:00–9:30amWelcome – the road so far & table introductions
9:30–10:30amKeynote – TBA
10:30-11:00amSnack Break
11:00–12:00pmWorkshop & Application with Opening Keynote Speaker
12:00–1:00pmLunch
1:00–1:30pmGenerations in the workplace landscape – trends & impact
1:30–2:30pmPlenary Panel: Multigenerational considerations in the workplace
2:30–3:00pmPeer-led Talent subtopic breakout roundtables (e.g. DEI, hiring, succession planning, etc.)
3:00–3:30pmSnack Break
3:30–4:00pmPeer-led Value Creation subtopic breakout roundtables (e.g. business partnering, ESG, strategy development, etc.)
4:00–5:00pm“Learn – Do” breakout sessions – 2 tracks
5:00–6:00pm“Learn – Do” breakout sessions – 2 tracks
6:00pmClose Day 1
7:00pmFFLAG dinner / free night for attendees

Tuesday, December 12, 2023

Tuesday, December 12, 2023
7:30–8:30amCoffee & Breakfast
8:30–10:00am“Learn – Do” Master class & workshop from peer senior finance leaders – 2 tracks
10:00–10:15amSnack Break
10:15–11:15am“Learn – Do” breakout sessions – 2 tracks
11:15–12:15pm“Learn – Do” breakout sessions – 2 tracks
12:15–12:30pmLunch – Eat in session; break
12:30–1:30pmClosing Keynote & Facilitated “What comes next” workshop
1:30–2:00pmRapid Action Plan Development – attendees will leave with a plan to implement back at base
2:00–2:15pmSummary & Wrap-up
2:15pmSummit Adjourns
Tuesday, December 12, 2023
7:30–8:30amCoffee & Breakfast
8:30–10:00am“Learn – Do” Master class & workshop from peer senior finance leaders – 2 tracks
10:00–10:15amSnack Break
10:15–11:15am“Learn – Do” breakout sessions – 2 tracks
11:15–12:15pm“Learn – Do” breakout sessions – 2 tracks
12:15–12:30pmLunch – Eat in session; break
12:30–1:30pmClosing Keynote & Facilitated “What comes next” workshop
1:30–2:00pmRapid Action Plan Development – attendees will leave with a plan to implement back at base
2:00–2:15pmSummary & Wrap-up
2:15pmSummit Adjourns
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Master key MBA concepts

#FutureReady Live

Watch our #FutureReadyLive interviews with Transformation stories from our Future of Finance Leadership Advisory Group and authors, keynote speakers and more here:

Tom Hood, CPA, CGMA, CITP

VIEW FUTUREREADY LIVE VIDEOS & RESOURCES
FOLLOW TOM HOOD ON LINKEDIN
Advocacy Team

Session Themes From 2022

The following are the major themes we will cover during the 2022 Summit to help attendees learn from each other and experts and leave with clear action items:

  1. Ajit Kambil, Deloitte | Overcoming barriers to execution
  2. Amrah Johnson, Coca-Cola | Finance roadmap to achieve 10-year business strategy
  3. Dave DeFreitas, retired Caterpillar & TADA Cognitive Solutions | Value partnering & the value of acting as an owner of the business
  4. Andy Drexler, Kimberly-Clark Corporation | Maintaining an effective control environment / stewardship
  5. Graham Collins, BP | Agile Finance
  6. James Miln, Yelp | ESG
  7. Leanne Clarke, IBM Canada | Digital Transformation
  8. Monte Swain, BYU | Revenue Model research initiative
  9. Leslie Shih, Russell Reynolds Associates | Hiring & succession planning
  10. Natalie Wharton, WBC | FAMM & Capability Framework
  11. Enda Wiseman & Richard Latchford, GSK | Next level biz partnering – path to value partnering & transformation
  12. Jeff Hales, Board Member, ISSB | ESG & ISSB standards
REGISTER FOR THE 2023 FUTUR OF FINANCE SUMMIT

Previous Summit Presentations & Resources

Access resources, watch presentations, and explore additional references from prior Future of Finance events.

ACCESS 2021 RESOURCES
ACCESS 2022 RESOURCES
Diana Keener

The Future of Finance Summit was just the beginning of a continual evolution and focus on defining the future of finance.

If you’d like to get involved, reach out to Barry Payne, Director - External Relations, Management Accounting, AICPA-CIMA | barry.payne@aicpa-cima.com

Future of Finance Leadership Advisory Group Members

Amrah Johnson, EA/COS, Strategic Initiatives, and Capability in the Office of the CFO, The Coca-Cola Company
Andy Drexler, Global Controller, Kimberly Clark
Azhar Ali Syed, Cluster CFO, Tetra Pak
Barbara Larson, SVP, Accounting, Tax & Treasury, Workday
Brie Wode, CFO Advisory Lead, SCH Group
Christina Kite, Global Director, Strategy, AWS
Claire Bramley, CFO, Teradata
Danielle Napravnik, Finance Director, General Mills
Dave Defreitas, Retired CFO, Caterpiller
Denise Dettingmeijer, CFO, Randstad US
Don Tomoff, CEO, Inventio Advisors
Donald Dea, Board Chair, Excelsior College
Ed Duarte, CFO, FPD
Enda Wiseman
Partner, GSK
Eric Kinnoin, Senior VP, Oracle
Graham Collins, VP, Investor Relations, BP
Greg Giesler, CFO, Accenture
Gwen Shaneyfelt, EVP-Chief Accounting Officer, Franklin Templeton
James Miln, SVP Finance & Investor Relations, Yelp!
Jeff Shotts, CFO, Experian
Jillian O'Shaughnessy, NA Controller, Mars Wrigley
John Lauchert, CFO, Deiorios
John Regan, Managing Director, CFO Reinsurance Americas, Swiss Re
Joseph Radziewicz, VP, Corporate Controller, Stanley Black & Decker
Ken Kelly, President, KK Advisory, LLC
Kimberly Ellison-Taylor, Global Technology & Finance Leader, KET Solutions, LLC
Laszlo Kalman, Director of Finance, IBM
Laure Bolla, Director, Verizon
Leanne Clarke, CFO, IBM Canada
Leslie Shih, CFO Americas, Russell Reynolds Associates
Lynn Rice, SVP CAO, Unum
Mark Lefever, SVP & CFO, Aria @ City Center
Maurice Kuykendoll, CFO, Prudential Group Insurance
Monte Swain, Professor of Accountancy, BYU
Nancy Furr, CFO, Ted's Montana Grill, Inc
Pam Oberski, DIrector, Dow
Paul Young, Senior EVP & CFO, Liberty Bank
Phillippa Lawrence, CAO, Workday
Rita Karachun, Global Controller, Merck
Robert Tarola, CFO, Right Advisory
Roger Kenyanya, Sr. Director, Lowes
Scott Spiegel, CFO, AICPA
Sharon Schuler, SVP, FP&A, BJs
Shifra Kolsky, CFO, Discover Financial Services
Tanner Johnson, VP Global Business Operations, Nike
Thomas Hood
EVP, SCH Group
Victor Karam Haza, CFO & VP of Finance,
Johnson & Johnson LA

Wassia Kamon, VP of Finance & Accounting,
ACM Chemistries
Willie Choi, Associate Professor, University of Wisconsin
Yan Jin, SVP, Eaton

Organizations Represented

Join Us at the 2023 Future of Finance Summit

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