Welcome to the 3rd Annual Future of Finance Summit!
“The Future of Finance is KNOW”
In the whirlwind of the past three years, the world has undergone profound changes. As we gather for our third Future of Finance Summit, we take a moment to reflect on a year marked by groundbreaking developments. We’ve witnessed the introduction of new regulations, the explosive growth of generative AI, economic and political turbulence, and the looming shadow of a potential recession.
“Go instead where there is no path and leave a trail.”
– Ralph Waldo Emerson
In the heart of Orlando, we stand at a pivotal moment where the role of the CFO has evolved into the “CFKnow”. The impact of finance leaders on business strategy has reached unprecedented heights. Together, we hold the power to shape not only the destiny of our organizations but also our personal careers, our teams, and the entire finance profession.
This summit is our rocket propelling us forward to devise strategies that tackle the major challenges and opportunities we collectively face. Over the next three days, let us immerse ourselves in learning, sharing, and innovating. Our goal is to depart from this summit not only inspired but also equipped to co-create the future of finance to power trust, opportunity, and prosperity.
“The Future of Finance is KNOW”
In the whirlwind of the past three years, the world has undergone profound changes. As we gather for our third Future of Finance Summit, we take a moment to reflect on a year marked by groundbreaking developments. We’ve witnessed the introduction of new regulations, the explosive growth of generative AI, economic and political turbulence, and the looming shadow of a potential recession.
“Go instead where there is no path and leave a trail.”
– Ralph Waldo Emerson
In the heart of Orlando, we stand at a pivotal moment where the role of the CFO has evolved into the “CFKnow”. The impact of finance leaders on business strategy has reached unprecedented heights. Together, we hold the power to shape not only the destiny of our organizations but also our personal careers, our teams, and the entire finance profession.
This summit is our rocket propelling us forward to devise strategies that tackle the major challenges and opportunities we collectively face. Over the next three days, let us immerse ourselves in learning, sharing, and innovating. Our goal is to depart from this summit not only inspired but also equipped to co-create the future of finance to power trust, opportunity, and prosperity.
The ROI of Leadership Coachability
The ROI of Leadership Coachability: A Catalyst to Unlock Value and Impact
In recent years, organizations have invested heavily in building learning and coaching cultures. However, a rapidly growing body of research points to a missing ingredient for sustained performance and organizational effectiveness: coachability. New research shows highly coachable leaders avoid career-stalling derailment and in fact, achieve significantly higher levels of performance, agility, and promotability. Learn the compelling case for unlocking the value of coachability for your leadership and your organization, as well as best practices and practical strategies for impact. Also, as the opening session, you’ll find the framework of coachability useful as you gather insights and ‘take home’ application plans throughout the conference.
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Kevin D. Wilde is an Executive Leadership Fellow at the University of Minnesota. In 2015, he concluded a thirty-four-year corporate career in leadership and talent development at General Electric and General Mills. During his time at General Mills, the organization was consistently recognized for its innovative development work, highlighted by Fortune’s #2 ranking as one of the best companies in the world at leadership development, #1 listing by Leadership Excellence magazine, #1 Global Learning Elite ranking, and Training magazine’s “Hall of Fame” designation as a top company for employee development. In 2007, Chief Learning Officer magazine selected Kevin as CLO of the year.
The ROI of Leadership Coachability: A Catalyst to Unlock Value and Impact
In recent years, organizations have invested heavily in building learning and coaching cultures. However, a rapidly growing body of research points to a missing ingredient for sustained performance and organizational effectiveness: coachability. New research shows highly coachable leaders avoid career-stalling derailment and in fact, achieve significantly higher levels of performance, agility, and promotability. Learn the compelling case for unlocking the value of coachability for your leadership and your organization, as well as best practices and practical strategies for impact. Also, as the opening session, you’ll find the framework of coachability useful as you gather insights and ‘take home’ application plans throughout the conference.
Kevin D. Wilde is an Executive Leadership Fellow at the University of Minnesota. In 2015, he concluded a thirty-four-year corporate career in leadership and talent development at General Electric and General Mills. During his time at General Mills, the organization was consistently recognized for its innovative development work, highlighted by Fortune’s #2 ranking as one of the best companies in the world at leadership development, #1 listing by Leadership Excellence magazine, #1 Global Learning Elite ranking, and Training magazine’s “Hall of Fame” designation as a top company for employee development. In 2007, Chief Learning Officer magazine selected Kevin as CLO of the year.
What comes next: How to bring the future of finance back to your organizations
What comes next: How to bring the future of finance back to your organizations
Facilitated by expert executive coach, Jonscott Turco, finance leaders will distill the most important takeaways personalized to their needs. This will incorporate an action plan with the next actions leaders will bring back to base. This is informed through Jonscott’s observations and coaching throughout the Summit.
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Jonscott Turco is an established change-maker for global businesses, organizations, and their leaders. He has spent the last 25+ years empowering clients to anticipate and adapt to marketplace opportunities and disruptions so they can move with confident agility to succeed today and in the future. As a pioneer in the consulting field, Jonscott founded and led multiple international management consulting and advisory firms specializing in strategy, leadership, and cultural alignment for Fortune 100 companies, start-ups, and private equity firms. His work enables leaders, teams, and organizations to be more successful through improved communications, agility, trust, and cross-cultural collaboration.
What comes next: How to bring the future of finance back to your organizations
Facilitated by expert executive coach, Jonscott Turco, finance leaders will distill the most important takeaways personalized to their needs. This will incorporate an action plan with the next actions leaders will bring back to base. This is informed through Jonscott’s observations and coaching throughout the Summit.
DOWNLOAD GRAPHIC RECORDING BOARD
Jonscott Turco is an established change-maker for global businesses, organizations, and their leaders. He has spent the last 25+ years empowering clients to anticipate and adapt to marketplace opportunities and disruptions so they can move with confident agility to succeed today and in the future. As a pioneer in the consulting field, Jonscott founded and led multiple international management consulting and advisory firms specializing in strategy, leadership, and cultural alignment for Fortune 100 companies, start-ups, and private equity firms. His work enables leaders, teams, and organizations to be more successful through improved communications, agility, trust, and cross-cultural collaboration.
“The Future of Finance is KNOW”
In the whirlwind of the past three years, the world has undergone profound changes. As we gather for our third Future of Finance Summit, we take a moment to reflect on a year marked by groundbreaking developments. We’ve witnessed the introduction of new regulations, the explosive growth of generative AI, economic and political turbulence, and the looming shadow of a potential recession.
“Go instead where there is no path and leave a trail.”
– Ralph Waldo Emerson
In the heart of Orlando, we stand at a pivotal moment where the role of the CFO has evolved into the “CFKnow”. The impact of finance leaders on business strategy has reached unprecedented heights. Together, we hold the power to shape not only the destiny of our organizations but also our personal careers, our teams, and the entire finance profession.
This summit is our rocket propelling us forward to devise strategies that tackle the major challenges and opportunities we collectively face. Over the next three days, let us immerse ourselves in learning, sharing, and innovating. Our goal is to depart from this summit not only inspired but also equipped to co-create the future of finance to power trust, opportunity, and prosperity.
“The Future of Finance is KNOW”
In the whirlwind of the past three years, the world has undergone profound changes. As we gather for our third Future of Finance Summit, we take a moment to reflect on a year marked by groundbreaking developments. We’ve witnessed the introduction of new regulations, the explosive growth of generative AI, economic and political turbulence, and the looming shadow of a potential recession.
“Go instead where there is no path and leave a trail.”
– Ralph Waldo Emerson
In the heart of Orlando, we stand at a pivotal moment where the role of the CFO has evolved into the “CFKnow”. The impact of finance leaders on business strategy has reached unprecedented heights. Together, we hold the power to shape not only the destiny of our organizations but also our personal careers, our teams, and the entire finance profession.
This summit is our rocket propelling us forward to devise strategies that tackle the major challenges and opportunities we collectively face. Over the next three days, let us immerse ourselves in learning, sharing, and innovating. Our goal is to depart from this summit not only inspired but also equipped to co-create the future of finance to power trust, opportunity, and prosperity.
The ROI of Leadership Coachability: A Catalyst to Unlock Value and Impact
In recent years, organizations have invested heavily in building learning and coaching cultures. However, a rapidly growing body of research points to a missing ingredient for sustained performance and organizational effectiveness: coachability. New research shows highly coachable leaders avoid career-stalling derailment and in fact, achieve significantly higher levels of performance, agility, and promotability. Learn the compelling case for unlocking the value of coachability for your leadership and your organization, as well as best practices and practical strategies for impact. Also, as the opening session, you’ll find the framework of coachability useful as you gather insights and ‘take home’ application plans throughout the conference.
Kevin D. Wilde is an Executive Leadership Fellow at the University of Minnesota. In 2015, he concluded a thirty-four-year corporate career in leadership and talent development at General Electric and General Mills. During his time at General Mills, the organization was consistently recognized for its innovative development work, highlighted by Fortune’s #2 ranking as one of the best companies in the world at leadership development, #1 listing by Leadership Excellence magazine, #1 Global Learning Elite ranking, and Training magazine’s “Hall of Fame” designation as a top company for employee development. In 2007, Chief Learning Officer magazine selected Kevin as CLO of the year.
The ROI of Leadership Coachability: A Catalyst to Unlock Value and Impact
In recent years, organizations have invested heavily in building learning and coaching cultures. However, a rapidly growing body of research points to a missing ingredient for sustained performance and organizational effectiveness: coachability. New research shows highly coachable leaders avoid career-stalling derailment and in fact, achieve significantly higher levels of performance, agility, and promotability. Learn the compelling case for unlocking the value of coachability for your leadership and your organization, as well as best practices and practical strategies for impact. Also, as the opening session, you’ll find the framework of coachability useful as you gather insights and ‘take home’ application plans throughout the conference.
Kevin D. Wilde is an Executive Leadership Fellow at the University of Minnesota. In 2015, he concluded a thirty-four-year corporate career in leadership and talent development at General Electric and General Mills. During his time at General Mills, the organization was consistently recognized for its innovative development work, highlighted by Fortune’s #2 ranking as one of the best companies in the world at leadership development, #1 listing by Leadership Excellence magazine, #1 Global Learning Elite ranking, and Training magazine’s “Hall of Fame” designation as a top company for employee development. In 2007, Chief Learning Officer magazine selected Kevin as CLO of the year.
What comes next: How to bring the future of finance back to your organizations
Facilitated by expert executive coach, Jonscott Turco, finance leaders will distill the most important takeaways personalized to their needs. This will incorporate an action plan with the next actions leaders will bring back to base. This is informed through Jonscott’s observations and coaching throughout the Summit.
DOWNLOAD GRAPHIC RECORDING BOARD
Jonscott Turco is an established change-maker for global businesses, organizations, and their leaders. He has spent the last 25+ years empowering clients to anticipate and adapt to marketplace opportunities and disruptions so they can move with confident agility to succeed today and in the future. As a pioneer in the consulting field, Jonscott founded and led multiple international management consulting and advisory firms specializing in strategy, leadership, and cultural alignment for Fortune 100 companies, start-ups, and private equity firms. His work enables leaders, teams, and organizations to be more successful through improved communications, agility, trust, and cross-cultural collaboration.
What comes next: How to bring the future of finance back to your organizations
Facilitated by expert executive coach, Jonscott Turco, finance leaders will distill the most important takeaways personalized to their needs. This will incorporate an action plan with the next actions leaders will bring back to base. This is informed through Jonscott’s observations and coaching throughout the Summit.
DOWNLOAD GRAPHIC RECORDING BOARD
Jonscott Turco is an established change-maker for global businesses, organizations, and their leaders. He has spent the last 25+ years empowering clients to anticipate and adapt to marketplace opportunities and disruptions so they can move with confident agility to succeed today and in the future. As a pioneer in the consulting field, Jonscott founded and led multiple international management consulting and advisory firms specializing in strategy, leadership, and cultural alignment for Fortune 100 companies, start-ups, and private equity firms. His work enables leaders, teams, and organizations to be more successful through improved communications, agility, trust, and cross-cultural collaboration.
Speaker Presentations
Keynote & Workshop: The Leadership Superpower: 5 Aspects of Coachability that Drive Team Performance & Growth
Kevin Wilde, Carlson School of Management, University of Minnesota
Presentation | Handout
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Generations in the Workplace Trends, Implications & Business Impacts
Al Dea, Edge of Work
Presentation
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Attracting, Developing & Retaining Talent
Natalie Weaver & Paul Young, Liberty Bank
Presentation | Personas Handout | Talent Management Handout
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Building Team Resilience through Inclusive Leadership: Lead Genuinely, Win Together!
Wassia Kamon, LIIF
Presentation
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Performing to Transform: Setting Strategic Direction & Implementing
Michael Levi, SoundExchange
Presentation
Driving Digital Transformation Systematically: Introduction of Verizon’s Digital Transformation Hub; Lessons Learned & Considerations
Matt Bagley, Verizon
Presentation
GenAI for Finance Organizations: Use Cases & Considerations
Glenn Hopper, Eventus Advisory Group and Don Tomoff, Invenio Advisors
Presentation | Gen AI Examples Handout | Directory List Tools
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ESG Considerations & Management: Measuring Intangibles & Leadership in Driving Sustainability Initiatives
Christy Wright, Southwire
Presentation
Expanding the Talent Aperture & Considering Non-traditional Candidates; Key Hiring Criteria & What Talent with Different Backgrounds Can Bring to Finance Organizations
Alicja Arnold, Protective Life and Janice Stucke, Achieving the Dream
Presentation
LGBTQA+ in the Workforce: Talent Management & Leadership Considerations
Jane Barry-Moran, Greg Fine and Marco Martinot, Tecker International
Presentation
Additional Resources
Environmental issues brief: Accounting for carbon
The report helps finance professionals build their carbon literacy to lead organisations reduce their carbon footprints in the global race to net zero.
Sustainability frameworks & Standards: Task Force on Climate-related Financial Disclosures (TCFD) This paper is designed to present a summary of the Task Force on Climate-related Financial Disclosures (TCFD) recommendations.
Sustainability and business - Environmental protection introduction: Putting the E in ESG
This report is part one of a series on the ESG factors finance professionals must be focused upon to make a difference.
Social inclusion introduction: Putting the S in ESG The 2nd of 3 introductory guides on the ESG factors finance professionals must be focused upon. It helps them to consider the social issues.
Governance introduction: Putting the G in ESG
The 3rd of 3 introductory guides on the ESG factors finance professionals must be focused upon. It helps them to consider the Governance issues.
2022 Global State of Enterprise Risk Oversight - 5th Edition
Joint AICPA & CIMA ERM Initiative with NC State University thought leadership global report to help organizations benchmark relative risk oversight maturity.
ERM insights for the finance risk leader
An expanded tool for the risk leader - a checklist on how to enhance risk management.
CGMA cybersecurity tool
Essential guidance for finance professionals to address the increasing risk of cybersecurity attacks and build cyber resilience in businesses of all sizes.
Communicating risks using a heat map
A tool to assist in decision-making and to promote the productivity of risk assessment
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