Welcome to the 4th Annual Future of Finance Summit!
"We are all walking the same transformation journey"
This year, we come together to explore the forces shaping the finance profession in 2024 and beyond. The explosive growth of generative AI, advancements in data analysis & scenario planning, the evolving role of finance as strategic business partners have opened new possibilities for how we drive value. We've focused on talent and organizational design, the pursuit of "smart margin" through cost optimization, and investments in transformative technologies that enable growth. As we adapt to the complexities of today's world and manage risk, our goal is to equip finance leaders to be future-ready and resilient in an ever-changing environment.
"The best way to predict the future is to create it."
– Peter Drucker
As we gather in San Diego we find ourselves in a unique position to define not only the future of finance but the future of business. Together, we are empowered to influence not only the direction of our organizations but also our careers, our teams, and the broader finance profession.
This summit is our platform to develop new ideas and tackle the challenges ahead. Over the next three days, let’s engage deeply in learning, collaboration, and envisioning the future. Our aim is to leave this summit inspired and ready to co-create a future of finance built on trust, opportunity, and progress.
"We are all walking the same transformation journey"
This year, we come together to explore the forces shaping the finance profession in 2024 and beyond. The explosive growth of generative AI, advancements in data analysis & scenario planning, the evolving role of finance as strategic business partners have opened new possibilities for how we drive value. We've focused on talent and organizational design, the pursuit of "smart margin" through cost optimization, and investments in transformative technologies that enable growth. As we adapt to the complexities of today's world and manage risk, our goal is to equip finance leaders to be future-ready and resilient in an ever-changing environment.
"The best way to predict the future is to create it."
– Peter Drucker
As we gather in San Diego we find ourselves in a unique position to define not only the future of finance but the future of business. Together, we are empowered to influence not only the direction of our organizations but also our careers, our teams, and the broader finance profession.
This summit is our platform to develop new ideas and tackle the challenges ahead. Over the next three days, let’s engage deeply in learning, collaboration, and envisioning the future. Our aim is to leave this summit inspired and ready to co-create a future of finance built on trust, opportunity, and progress.
Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership
Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership
Are you stuck figuring out where to focus to improve engagement, collaboration, and performance? After years of research and countless interviews with top leaders across industries, Chris Dyer has uncovered seven key ingredients that matter in every workplace. These unconventional factors have the power to transform any culture, kick-starting productivity, performance, and profits. In this dynamic and interactive keynote, Chris shares the seven things every leader can do better to improve culture and make a real difference, from the C-suite all the way down to new managers. Audience members will assess their effectiveness with all seven pillars of workplace culture and learn where they stand.
Chris Dyer is a recognized company culture and remote work expert. As a former CEO managing thousands of people, his companies consistently were named a best place to work. They have also been named a fastest growing company by Inc Magazine 5 times. Chris routinely consults and speaks, and Inc Magazine ranked him as the #1 Leadership Speaker on Culture. He has two bestselling books The Power of Company Culture and Remote Work, and has been named #5 on the Leadershum Power List, a Top 50 Voice in Leadership, a Top 40 Change Management Guru, a Top 50 Global Thought Leader, and a Top 50 leadership podcast, Top 50 HR Leaders Shaping the Future of Work, and a Top 101 Global Employee Engagement & Experience Influencers by Inspiring Workplaces and Work Buzz, just this year.
As a keynote speaker his goal is to inspire audiences with a straightforward delivery, insightful candor, and engaging humor. His talks leave audiences permanently transformed, offering innovative perspectives on leadership to improve company culture, and empower organizations to discover new successes. Countless companies have unlocked productivity, performance, and profits by implementing his 7 Pillar Strategy.
Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership
Are you stuck figuring out where to focus to improve engagement, collaboration, and performance? After years of research and countless interviews with top leaders across industries, Chris Dyer has uncovered seven key ingredients that matter in every workplace. These unconventional factors have the power to transform any culture, kick-starting productivity, performance, and profits. In this dynamic and interactive keynote, Chris shares the seven things every leader can do better to improve culture and make a real difference, from the C-suite all the way down to new managers. Audience members will assess their effectiveness with all seven pillars of workplace culture and learn where they stand.
Chris Dyer is a recognized company culture and remote work expert. As a former CEO managing thousands of people, his companies consistently were named a best place to work. They have also been named a fastest growing company by Inc Magazine 5 times. Chris routinely consults and speaks, and Inc Magazine ranked him as the #1 Leadership Speaker on Culture. He has two bestselling books The Power of Company Culture and Remote Work, and has been named #5 on the Leadershum Power List, a Top 50 Voice in Leadership, a Top 40 Change Management Guru, a Top 50 Global Thought Leader, and a Top 50 leadership podcast, Top 50 HR Leaders Shaping the Future of Work, and a Top 101 Global Employee Engagement & Experience Influencers by Inspiring Workplaces and Work Buzz, just this year.
As a keynote speaker his goal is to inspire audiences with a straightforward delivery, insightful candor, and engaging humor. His talks leave audiences permanently transformed, offering innovative perspectives on leadership to improve company culture, and empower organizations to discover new successes. Countless companies have unlocked productivity, performance, and profits by implementing his 7 Pillar Strategy.
"We are all walking the same transformation journey"
This year, we come together to explore the forces shaping the finance profession in 2024 and beyond. The explosive growth of generative AI, advancements in data analysis & scenario planning, the evolving role of finance as strategic business partners have opened new possibilities for how we drive value. We've focused on talent and organizational design, the pursuit of "smart margin" through cost optimization, and investments in transformative technologies that enable growth. As we adapt to the complexities of today's world and manage risk, our goal is to equip finance leaders to be future-ready and resilient in an ever-changing environment.
"The best way to predict the future is to create it."
– Peter Drucker
As we gather in San Diego we find ourselves in a unique position to define not only the future of finance but the future of business. Together, we are empowered to influence not only the direction of our organizations but also our careers, our teams, and the broader finance profession.
This summit is our platform to develop new ideas and tackle the challenges ahead. Over the next three days, let’s engage deeply in learning, collaboration, and envisioning the future. Our aim is to leave this summit inspired and ready to co-create a future of finance built on trust, opportunity, and progress.
"We are all walking the same transformation journey"
This year, we come together to explore the forces shaping the finance profession in 2024 and beyond. The explosive growth of generative AI, advancements in data analysis & scenario planning, the evolving role of finance as strategic business partners have opened new possibilities for how we drive value. We've focused on talent and organizational design, the pursuit of "smart margin" through cost optimization, and investments in transformative technologies that enable growth. As we adapt to the complexities of today's world and manage risk, our goal is to equip finance leaders to be future-ready and resilient in an ever-changing environment.
"The best way to predict the future is to create it."
– Peter Drucker
As we gather in San Diego we find ourselves in a unique position to define not only the future of finance but the future of business. Together, we are empowered to influence not only the direction of our organizations but also our careers, our teams, and the broader finance profession.
This summit is our platform to develop new ideas and tackle the challenges ahead. Over the next three days, let’s engage deeply in learning, collaboration, and envisioning the future. Our aim is to leave this summit inspired and ready to co-create a future of finance built on trust, opportunity, and progress.
Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership
Are you stuck figuring out where to focus to improve engagement, collaboration, and performance? After years of research and countless interviews with top leaders across industries, Chris Dyer has uncovered seven key ingredients that matter in every workplace. These unconventional factors have the power to transform any culture, kick-starting productivity, performance, and profits. In this dynamic and interactive keynote, Chris shares the seven things every leader can do better to improve culture and make a real difference, from the C-suite all the way down to new managers. Audience members will assess their effectiveness with all seven pillars of workplace culture and learn where they stand.
Chris Dyer is a recognized company culture and remote work expert. As a former CEO managing thousands of people, his companies consistently were named a best place to work. They have also been named a fastest growing company by Inc Magazine 5 times. Chris routinely consults and speaks, and Inc Magazine ranked him as the #1 Leadership Speaker on Culture. He has two bestselling books The Power of Company Culture and Remote Work, and has been named #5 on the Leadershum Power List, a Top 50 Voice in Leadership, a Top 40 Change Management Guru, a Top 50 Global Thought Leader, and a Top 50 leadership podcast, Top 50 HR Leaders Shaping the Future of Work, and a Top 101 Global Employee Engagement & Experience Influencers by Inspiring Workplaces and Work Buzz, just this year.
As a keynote speaker his goal is to inspire audiences with a straightforward delivery, insightful candor, and engaging humor. His talks leave audiences permanently transformed, offering innovative perspectives on leadership to improve company culture, and empower organizations to discover new successes. Countless companies have unlocked productivity, performance, and profits by implementing his 7 Pillar Strategy.
Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership
Are you stuck figuring out where to focus to improve engagement, collaboration, and performance? After years of research and countless interviews with top leaders across industries, Chris Dyer has uncovered seven key ingredients that matter in every workplace. These unconventional factors have the power to transform any culture, kick-starting productivity, performance, and profits. In this dynamic and interactive keynote, Chris shares the seven things every leader can do better to improve culture and make a real difference, from the C-suite all the way down to new managers. Audience members will assess their effectiveness with all seven pillars of workplace culture and learn where they stand.
Chris Dyer is a recognized company culture and remote work expert. As a former CEO managing thousands of people, his companies consistently were named a best place to work. They have also been named a fastest growing company by Inc Magazine 5 times. Chris routinely consults and speaks, and Inc Magazine ranked him as the #1 Leadership Speaker on Culture. He has two bestselling books The Power of Company Culture and Remote Work, and has been named #5 on the Leadershum Power List, a Top 50 Voice in Leadership, a Top 40 Change Management Guru, a Top 50 Global Thought Leader, and a Top 50 leadership podcast, Top 50 HR Leaders Shaping the Future of Work, and a Top 101 Global Employee Engagement & Experience Influencers by Inspiring Workplaces and Work Buzz, just this year.
As a keynote speaker his goal is to inspire audiences with a straightforward delivery, insightful candor, and engaging humor. His talks leave audiences permanently transformed, offering innovative perspectives on leadership to improve company culture, and empower organizations to discover new successes. Countless companies have unlocked productivity, performance, and profits by implementing his 7 Pillar Strategy.
Speaker Presentations
Welcome - The Road so Far
Tom Hood, EVP of Business Engagement & Growth, AICPA & CIMA and Okorie Ramsey, 110th Chairman of the AICPA & CIMA
Presentation
Keynote & Workshop: The 7 Pillars of Corporate Culture & Leadership
Chris Dyer, Company Culture and Remote Work Expert
Presentation
The Power of Integrated Teams
Lindsey Oshita, Senior Vice President & Chief Accounting Officer, Franklin Templeton
Presentation
Finance & Accounting 2030: Unlocking the Future of AI
Mallory Bulman, CFO Advisory Leader and Alexander Bant, Chief of Research for CFOs, Gartner
Glenn Hopper, Head of AI Research & Development, Eventus Advisory Group
Don Tomoff, Director, Invenio Advisors, LLC
It's Not About Birth Year - The Evolution of Employees from A to Gen Z
Carrie Murphy, Retention Strategist, Magnet Culture
Presentation
State of the Union: Post-Election implications for Finance teams
Mark Peterson, Executive Vice President - Advocacy, AICPA & CIMA
Presentation
Transforming Finance Talent into Strategic Business Leaders
Andy Isenhower, Director, Finance Analytics & Measurement, Lowe's Companies Inc.
Roger Kenyanya, VP, Corporate Finance, Lowe's Companies Inc.
Human Leadership for Digital Transformation
Kassi Rushing, CEO & Owner, Kassi Rushing Consulting
Integrations Post-M&A: Best Practices & Tools of the Trade
Matt Sommers, Corporate Finance Director, Oldcastle Infrastructure
Presentation
Bringing the outside in: Leveraging External Performance Indicators to Inform Strategic Priorities
Karol Jozwicki, Finance Director, Global FP&A Overheads, Mondelēz International
Andre Gevargiz, VP, Global Financial Planning & Analysis, Mondelēz International
Expert Encounter: Value focus: the CFO's evolving role in value, sponsored by EY
With the evolving role of the CFO, what does it mean to "provide value" to the business? Hear from EY's experts on how to influence and help shape your strategic plan.
Presentation
Decision making in high uncertainty: The World Bank’s Advice in a Global Economy
Sam Maimbo, VP-Budget, Performance Review & Strategic Planning, World Bank
Presentation
Shark Tank Case Study: Ramping up Organization Buy-in & Adoption of GenAI
Rachael Crump, Chief Accounting Officer, Insight Enterprises
Presentation
Talent Development Models: Expanding the Aperture
Faith Balshan, Senior Specialist- Apprenticeship Program, AICPA & CIMA
Mindy Feldbaum, Vice President, Economic Mobility, AARP Foundation
Matthew Johnstone, Coordinator of Apprenticeship, Workforce Development, and CTE Programs, Harford County Public Schools
Paul Young, SEVP & CFO, Liberty Bank
Joanne Fiore, VP – Professional Media, Academic and Student Engagement, AICPA & CIMA
Presentation
Building Future-Ready Capabilities creating World-Class Talent
Laszlo Kalman, Director of Finance, IBM
Presentation
Women in Finance Leadership Workshop - Mastering Your Mindset and Guided Discussion
Molly Gimmel, Founder, Vellamo Leadership Institute
Presentation
