November 13 - 14, 2019

CFO Live

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Chief Financial Officers are under greater pressure and taking on more responsibilities than ever before. Introducing: CFO Live, created by the world’s leading finance publication for finance executives – CFO Magazine. We are proud to announce our new, national event designed for the needs of strategic Chief Financial Officers and finance executives.

This two-day event will cover topics critical to CFOs and other finance executives who are playing increasingly strategic roles in the organization. Vital points of conversation will include leveraging intelligent automation, building an adaptable finance team, responding to digital disruption, super-charging growth, and unleashing profitable innovation. The conference takes place November 13th – 14th in New York City – the finance capital of the world.



Speaker Faculty


Headline Speaker: Jason Schenker

Mr. Schenker is the President of Prestige Economics, and he is one of the most accurate financial forecasters in the world.

Bloomberg News has ranked Mr. Schenker a top forecaster in 43 categories, including #1 in the world for his forecast accuracy in an astonishing 25 categories. Mr. Schenker was ranked one of the top 100 most influential financial advisors in the world by Investopedia in 2018.

Who attends our events

CFO Live brings together finance executives from across the East Coast

Redefining the future of finance

CFO magazine and, the world’s leading finance publication for finance executives, is proud to announce a new event designed for the needs of strategic Chief Financial Officers and finance executive.

Taking place in the financial capital of the world, November 13-14, CFO Live brings together Chief Financial Officers, VPs of Finance, and financial executives to enable them to be the catalyst of change in their organization.

The event will extend the magazine’s unique voice into the live arena, allowing attendees to make the content theirs and contribute their voice to critical and controversial topics, as well as experience the innovative FinTech startups, tools, and technologies that are revolutionizing finance.

The two day event is made up of three tracks of thought-provoking talks and actionable insights from senior finance leaders who are redefining the role of the CFO.

Financial Leadership

Insights from with top Economists and forward-thinking CFOs

Make valuable connections with fellow senior finance executives facilitated through smart networking, lunches and drinks receptions.

AI, Data & Technology Transformation

How to implement Artificial Intelligence strategies, including robotic process automation in your finance team

Future of Finance Breakouts

Meet FinTech innovators in a series of startup pitches

Take part in breakouts covering the future of FP&A, Cyber Security, Treasury and Financial Control


Day 1 Wednesday 13th















Starting at 7am

7:45am – 8:35am

Test Title

Starting at 8am

8:35am – 8:45am

Welcome – Main Stage

Paul Price CEO
The Argyle Group

Bona Allen SVP & CFO
Kajima Building & Design Group

8:45am – 9:15am

The Decade Ahead: Appraising the Economy of the 2020s – Main Stage

This renowned economist, forecaster and futurist will share his vision for what businesses can expect from global, national, and local economies in 2020 and beyond. Learn how companies can prepare for the likely economic changes ahead as a result of an inevitable eventual downturn, technology growth, retooled business models, and unexpected events and trends.

Jason Schenker Chairman, President & Author
The Futurist Institute / Prestige Economics

Starting at 9am

9:15am – 9:45am

Thought Leadership Spotlight: Leveraging Economic Intelligence to Maximize Shareholder Value – Main Stage

In today’s volatile business environment, staying ahead of economic headwinds and tailwinds has a measurable bottom-line impact. How can companies accomplish this? They can stay ahead of these changes by leveraging economic intelligence, a business-critical competency made increasingly relevant today by advances in AI, cloud computing, and the proliferation of economic and other external market data. For CFOs, building an economically intelligent enterprise is an opportunity to drive superior financial performance, mitigate the risk of market changes, and be a strategic growth partner to the business.

Rich Wagner CEO
Prevedere Software

9:45am – 10:15am

Fireside Chat: Executing a Finance Transformation- John Murphy, CFO, Adobe – Main Stage

Having a change mindset is an asset; it shouldn’t be something people in finance fear, says John Murphy, CFO of Adobe. In this one-on-one interview, Murphy outlines how Adobe is rearchitecting processes, reassessing skillsets, and adopting a data-driven operating model as the software company transitions to a direct-to-customer business. He will also explain how Adobe has deployed robotic process automation and artificial intelligence to automate lower value work and position finance as a critical partner in strategic decision-making.

John Murphy EVP & CFO

Vince Ryan Editor-in-Chief
CFO Magazine

Starting at 10am

10:15am – 10:45am

Networking Coffee Break – Main Stage

10:45am – 10:50am

Opening Remarks by Chair – Finance Strategy & Leadership (Stage 1)

Bona Allen Chief Financial Officer
Kajima Building & Design Group

10:45am – 10:50am

Opening Remarks – AI, Data & Technology Transformation (Stage 2)

Derek Gillespie Audit Partner, Accounting and Reporting Advisory
Deloitte & Touche LLP

10:45am – 12:45pm

Unlocking the Power of FP&A with Analytics and AI – Future of Finance Breakouts (Stage 3)

CFOs are on the cusp of a technology explosion that will change their world, and they better get ready. Because this new world is not a vision of some faraway tomorrow; it’s already starting to take shape. And it promises a competitive edge in financial planning and analysis. To prepare, CFOs can reengineer their workforces and capabilities to access better insights, enabling FP&A to improve forecasting and inform business leaders on how to transform their operating models. Join our session to explore the future of FP&A. KPMG LLP executives will cover: — How companies are already leveraging analytics capabilities to generate accurate insights, drive better decision-making, and enhance organizational execution — How analytics and artificial intelligence can be central to your financial planning process — Steps to developing a technology road map — A demo of “intelligent forecasting” — applying advanced analytics and AI to the planning process.

Brett Benner Director, Advisory, Finance Transformation

Brian Mace Managing Director, Finance Transformation

10:50am – 11:10am

In Good Company: Tech Trends Impacting the CFO – Finance Strategy & Leadership (Stage 1)

Chief financial officers are grappling with new challenges and responsibilities while maintaining their traditional roles. Many of these challenges are fueled by disruption, and CFOs are looking to automation as a way to drive efficiency. As their roles continue to expand, there is a greater focus on strategy and business partnership. Technology will play a significant part in helping finance leaders meet these increasing expectations. Disruptive technologies — including blockchain, robotic automation, and cognitive — transition finance roles away from manual processes to value-added business impact. These technologies are also impacting talent management, whose focus is now beyond the numbers and expanding to being a strategic business partner. This talk will explore several topics, including: • The technologies that are impacting finance (both today and in the future) • Automating processes to create space for strategic work • The skills and capabilities needed to succeed in the age of disruption

John Hugo Vice President, Financials Products

Whitney Horner Senior Manager
Deloitte Consulting LLP

10:50am – 11:20am

Finance 2025: Predictions and Promises – AI, Data & Technology Transformation (Stage 2)

Finance functions are at a critical inflection point, as emerging technologies continue to disrupt operating models, cycle times, and the talent sets needed to meet to keep up with the expectations of the businesses. Deloitte has a point of view on what the future might look like for CFOs and their teams in its “Finance 2025: Predictions and Promises” presentation by one of the eminent leaders focusing on financial services. Come and listen to Nick Grewal talk about what finance functions might look like in 2025.

Nick Grewal Principal | Banking & Capital Markets
Deloitte Consulting LLP

Starting at 11am

11:15am – 12pm

How the Subscription Business Model Can Supercharge Growth (Hosted by RecVue) – Finance Strategy & Leadership (Stage 1)

With the formula for business success mutating at warp speed, success may entail more than new revenue sources. Indeed, it may require an entirely new business model. One increasingly popular path across many industries is switching to a subscription model, where revenue recurs at regular intervals over an extended time rather than occurring just once, at sale. Learn the advantages of this model, as well as the challenges and tradeoffs involved in making the switch, and how to handle the revenue recognition challenge.

David McCann Deputy Editor
CFO Magazine

Tony Forcucci Senior Strategic Account Executive

Arlen Shenkman CFO

Mike Seiman CEO
Digital Remedy

11:20am – 12pm

The Digital Agenda: Modernizing the Finance Function – AI, Data & Technology Transformation (Stage 2)

Today, many companies are solving critical financial and strategic challenges through digital transformation. This session will address the importance of creating and prioritizing a digital agenda within an organization and finance’s role in leading the charge. A key priority in a transformation is gaining the ability to analyze data to make smarter decisions, rather than the historical norm of basing them on gut instinct. But how does the CFO push the finance organization to reach these heights? And how can a CFO accelerate the finance team’s shift from performing low-value, manual work to providing analytics-rich internal financial advice enabled by cutting-edge automation?

Russ Banham Financial Journalist

Alicia Mast , APSC, Vice President, Corporate Enterprise Sales
Chrome River

Sunil Murray VP Sales

Sue Vestri CFO

Jinyong Oh Senior Finance Director, Global Pharma R&D
Johnson & Johnson

Starting at 12pm

12pm – 12:20pm

Be a Strategic Growth Partner, Not a Scorekeeper – Finance Strategy & Leadership (Stage 1)

Finance’s business partners now play in an age of digital transformation, big data analytics, and constant market fluctuations; they are looking for finance teams to drive efficiencies and support operational decision making. Jason Lin, CFO of Centage Corporation, will discuss the steps CFO’s can take to make sure they are answering this call. Jason will draw on his experiences at technology firms such as ZoomInfo, TripAdvisor,, and now Centage, to describe the skills, tools, and talent needed to be successful in this modern age.

Jason Lin CFO
Centage Corporation

12pm – 12:20pm

Finance Workforce in 2025: How will AI, ML, RPA, and Big Data Impact Us? – AI, Data & Technology Transformation (Stage 2)

As artificial intelligence arrives in the workforce, lives are going to change. Progressive finance teams are stepping forward and embracing the opportunity to shift from heavy manual work processes to machine-assisted automated processes. The big question is not whether these changes are coming, but how soon your teams will embrace the opportunity. Big data, machine learning, and robotic process automation fill the headlines almost every day. Billions of dollars are being invested across the globe to streamline and optimize countless business processes. Finance is in the crosshairs of automation, with dozens of shared services tasks as ripe candidates. So, what could the finance workforce look like in 2025? Will 10% of their current work be automated? 20%? 50%?

Mike Hyland Center of Excellence – Finance

12:20pm – 1:05pm

Breaking Down Organizational Silos: Is the Problem Finally Solvable? – Finance Strategy & Leadership (Stage 1)

The traditional approach to delivering administrative services is costly, dysfunctional, and often maddening to internal customers. Digitization, offshoring, and outsourcing have resulted in incremental progress, but not the quantum improvement and competitive advantage that await those who are willing to break down entrenched functional barriers. Learn how well-known companies are reaching for new levels of efficiency and effectiveness by working across the finance, accounting, human resources, and information technology functions.

Dr. Jonathan Schiff Professor of Accounting
Fairleigh Dickinson University

12:20pm – 1:05pm

Roundtable Discussion: Without Data, Your AI and Automation Transformation Efforts Are Going Nowhere (Hosted by AntWorks) – AI, Data & Technology Transformation (Stage 2)

A majority of finance departments expect to deploy one of several emerging technologies by 2020, according to a worldwide survey by Gartner. And more than a quarter expect to deploy some form of artificial intelligence (AI) or machine learning in their finance department by then. In fact, between 2018 and 2021, companies worldwide will collectively spend nearly $6 trillion on digital transformation initiatives, according to IDC. This roundtable discussion focuses on the critical “first mile” of digital transformation and automation in finance and for the entire organization – data. It will touch on key topics, including: – What is unstructured data, where does it come from, and how much do you have? – How does an organization improve data availability, usability, and mobility to scale process automation and drive greater insight to the business – How to leverage an integrated approach to finance automation utilizing a combination of AI, machine learning, and RPA technologies

Bill Schrank SVP

Starting at 1pm

1:05pm – 2:05pm


Starting at 2pm

2:05pm – 2:25pm

Breaking the Glass Ceiling with i-RPA—Future Innovation in Automation – AI, Data & Technology Transformation (Stage 2)

RPA is one of the most innovative global industries driving operational transformation today, delivering unprecedented levels of speed, personalization, agility and cost-efficiency. However, RPA projects are often held back by scalability issues. What are the reasons for this? How can it be prevented? What is the RPA revolution? And how will AI impact RPA?

Doug DeBono Director of Sales
Kryon Systems

2:05pm – 2:35pm

Fireside Chat: How CFOs Can Deliver More Value to the Board of Directors – Finance Strategy & Leadership (Stage 1)

What do boards of directors expect from CFOs, and what areas are CFOs often deficient in? Are CFOs transparent enough with boards of directors? With all the demands on boards today, how can CFOs make a director’s job easier? Learn more about the new dynamics in the CFO-board of directors relationship.

Sheila Hooda Independent Board Director

Russ Banham Financial journalist and author

2:05pm – 2:35pm

Understanding and Mitigating the Financial Impact of Cyber and Privacy Exposures – Future of Finance Breakouts (Stage 3)

As the volume and intensity of cyberattacks continue to escalate, so do the costs of response and mitigation. In fact, the financial impact of a single data breach now averages $3.92 million among US businesses.  Effective cybersecurity and privacy programs should be based on a careful assessment of current specific risks. Once identified, businesses should prioritize the most significant threats and implement controls to contain costs and mitigate those risks.  While these approaches can help defend your systems, networks, and data, no business is immune from cyber attack, employee error, and privacy mishaps. That’s why many organizations are augmenting a risk-based security program with cyber insurance. Increasingly, they understand that cyber insurance is a worthwhile investment that can help cover the costs of remediation, downtime, notification, regulatory fines, and legal defense. This session will explore how the combination of risk-based cybersecurity safeguards and a well-designed cyber insurance policy can prepare an organization for the security risks and costs of the future.

Shahryar Shaghahgi MSc, Principal, Cybersecurity and Privacy National Leader

Judy Selby JD, Managing Director, Privacy Advisory Group Co-Lead

2:25pm – 3:10pm

Intelligent Automation: Why the Buzz and Where Does It Stand as 2020 Draws Near? – AI, Data & Technology Transformation (Stage 2)

People have been talking about artificial intelligence and other forms of intelligent automation for years. But what makes something “intelligent”? How do you distinguish between hype and reality? Most importantly, how does intelligent automation deliver value? In this session, one of the most insightful observers of the space will bypass the labels and characterize what’s really going on and what role these technologies will play in this vital component of tomorrow’s business landscape.

Lee Coulter CEO

2:35pm – 2:55pm

You Can’t Cut Your Way to Victory – Finance Strategy & Leadership (Stage 1)

If your company’s strategy is to treat all costs as expenses to be reduced, you’re making a big mistake. If there’s a cost, there should be a benefit. How can CFOs link the two more clearly? Discover how you can transform T&E from one of your biggest cost centers into a revenue driver.

Scott Case CEO & Co-Founder
Upside Business Travel

2:55pm – 3:40pm

Panel Discussion: Building & Maintaining an Adaptable Finance Team (Hosted by AFP) – Finance Strategy & Leadership (Stage 1)

This session will explore the skills and traits CFOs should seek in identifying and cultivating the modern finance talent pipeline. In addition, learn how to pair millennials and senior leaders to achieve the best outcomes, move your team from bookkeeping tasks to strategic roles, and lay out a path for growth.

Jim Kaitz President & CEO
Association for Financial Professionals (AFP)

Bruce Cooperman , CFO
Clearpool Group

Andreas Rothe , CFO
Fragomen, Del Rey, Bernsen & Loewy, LLP

Brian O’Brien Managing Director
Alvarez & Marsal

Starting at 3pm

3:10pm – 3:40pm

Thought Leadership: Adaptive Insights – Intelligent Planning in the Office of Finance – AI, Data & Technology Transformation (Stage 2)

Imagine if your planning system could harness today’s massive computing power and advanced technologies like machine learning and augmented analytics. With Intelligent planning, you can detect anomalies and drivers in strategic plans, make better forecasts, and surface the right KPIs to the right user at the right moment. Learn how AI and machine learning technologies will transform how the office of finance crafts commentary, detects errors, runs scenarios, optimizes plans, and reconciles transactional data.

Rob Hull Founder
Adaptive Insights

3:40pm – 4pm

Networking Coffee Break

Starting at 4pm

4pm – 4:45pm

Fireside Chat: The Job Market for Finance Executives: 2020 Outlook – Main Stage

There are two kinds of CFOs: those who have worked with executive recruiters and those who will. In this session, a leading finance recruiter will explain current market dynamics, including the upcoming availability of positions, the skill-sets companies are most asking for, how those norms vary by industry and company size, and what to expect when working with recruiters.

Barry Toren Leader, Senior Client Partner & North America Leader
Korn Ferry

4:45pm – 5:15pm

Keynote: Has Non-GAAP Reporting Become an Accounting Chasm? – Main Stage

Often described as “adjusted,” “core,” or “cash” earnings, non-GAAP financials purport to give investors a cleaner view of a company’s true operations before the subtraction of a whole host of pesky expenses required by generally accepted accounting principles (GAAP).Whether aggressive use of non-GAAP reporting constitutes potential fraud is debatable. But what cannot be argued is that it is creating a crisis in how investors, analysts, and the media report financial performance and value companies.

Drew Bernstein Co-Managing Partner
Marcum Bernstein & Pinchuk

Starting at 5pm

5:15pm – 5:20pm

Closing Remarks – Main Stage

Bona Allen SVP & CFO
Kajima Building & Design Group, Inc.

5:20pm – 6:30pm

Networking Cocktail Reception


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Convene at 225 Liberty Street is the newest place to host large-scale events in Downtown NYC. The premium, full-service venue includes nearly 75,000 square feet of meeting and event space and can host up to 1000 people, making it perfect for conferences, trade shows, exhibits and large summits. Located within Brookfield Place, a flagship luxury shopping, dining and cultural experience center, Convene will become the ultimate destination to host meetings and events in NYC. With design inspiration stemming from the local history of Battery City, the modern framework will be a base layer of wooden ship construction materials and overlapping textures inspired by nature so visitors will experience a sense of comfort and warmth while working in the space.


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