In-Person Exclusive Networking Event

For Finance Leaders

Join your peers at the first-ever CFO Circle Live to share insights and challenges that you solve at work.

MERCEDES-BENZ STADIUM | ATLANTA

February 21, 2023

Travis Smith

Travis Smith

President & CFO
DALYTE

Lawrence Chester

Brian DeBragga

Sr. Director
Coca-Cola Bottlers'

Glenn Hopper

Glenn Hopper

CFO
Sandline Global

AJ-Angelo

A.J. St. Angelo

CFO
Spiral Binding

Dan Fletcher

Dan Fletcher

CFO
Planful

john bealle

john bealle

CFO
TMGCore

50+

FINANCE LEADERS

1

EXCLUSIVE NETWORKING
DINNER

6

PEER-LED SESSIONS

10+

SPEED NETWORKING
EVENTS

Meet CFO Community Leaders

Understand how your peers address the challenges at the mid-market CFO's Office and how technology is helping them. Meet our favorite community leaders and become a part of the community yourself.

RSVP NOW

CFO CIRCLE

|

AGENDA| FEBRUARY 21, 2023

09:00 AM - 10:45 AM

Attendees Arrive at the Mercedes Benz Stadium, Atlanta, GA

09:30 AM - 10:30 AM

Breakfast and Behind-the-Scenes Tour of the Mercedes Benz Stadium

10:45 AM - 11:00 AM

CFO Circle Live Kick-Off

11:15 AM - 11:45 AM

Transform your FP&A team into Tech Developers with Low-Code Tech

Jack McCullough
Glenn Hopper

CFO, Consultant,
Author of "Deep Finance: Corporate Finance in the Information Age”

Session Summary

In today's rapidly changing business landscape, CFO teams need to stay up-to-date with the latest tools and technologies to improve their productivity and efficiency. Finance leaders are implementing solutions to make their back office solutions scalable which provides their CFO teams a chance to upskill. Making their team comfortable and skilled at technology usage for finance teams is still challenging.

Join Glenn Hopper, CFO of Sandline Global, as he demonstrates how low-code platforms and automation technologies can streamline workflows. He’ll also share tips on how finance leaders can support their team in adopting these technologies and creating a more efficient and effective FP&A team. Learn from your peer on how you can use low-code tech like ChatGPT to enable your FP&A team to engage with technology and data projects even with limited technical capabilities.

Key Takeaways

  1. Understanding of low-code tech and its potential for improving the day-to-day of FP&A analysts
  2. Introduction to ChatGPT and its capabilities for automating FP&A processes
  3. Ideas for utilizing low-code tech, including ChatGPT, to upskill your FP&A team and help them advance in career.

11:45 AM - 12:15 PM

Unbottling Maximum ROI from Transformation with Finance-IT Collaboration

Brian Debragga
Brian DeBragga

Sr. Director, Digital Transformation - Coca-Cola Bottlers' Sales and Services

Bryan Hamlin
Bryan Hamlin

Director, Deductions management, Coca-Cola Bottlers'​ Sales and Services

Session Summary

Given the mounting pressure of market volatility and the crucial challenges that it poses, businesses must not only ensure the success of their digital finance transformation initiatives, they must also generate ROI. Focused on investing in value-driven initiatives, Coca-Cola Bottlers’ Sales and Services (CCBSS) has a proven strategy for digital finance transformation.

In this session, Senior Director of Digital Transformation at CCBSS, Brian DeBragga, will share insights into how finance and IT leaders can best collaborate to ensure ROI from digital transformation initiatives and chart out the path for future growth.

Key Takeaways

  1. The art and science of building a digital transformation roadmap to effectively counter the key financial challenges enterprises face in an uncertain economy
  2. The value of getting stakeholder buy-in from the get-go and ensuring timely course correction for maximum long-term profitability
  3. The best approaches for finance and IT leaders to work together and drive ROI from digital transformation initiatives

12:30 PM - 01:30 PM | Lunch

01:30 PM - 02:00 PM

Building High-Performance Corporate Culture:
CFO’s Evolution from Bean-Counters to Business Leaders

Travis Smith
Travis Smith

President and CFO - DALYTE

Session Summary

Financial executives can no longer discount the role that company’s culture plays in driving financial performance. CFOs require a culture that is both supportive and imaginative if they are to be agents of change. A strong culture of collaboration, prompt attention to business demands, innovation, and positive financial outcomes are all hallmarks of a culture-driven firm, especially CFO teams.

To learn more about how CFOs can use culture as a strong ally in improving the KPIs and creating a healthy working environment to change company performance, join a session led by Travis Smith, President and Chief Financial Officer of DALYTE.

Key Takeaways

  1. Understand why setting culture in a corporate finance world is essential for modern CFOs to thrive in an unpredictable economy
  2. Find out why actively shaping company culture is an investment with a high return
  3. Learn how you can build and nurture your finance teams to keep up with talent trends and company needs.

2:00 PM - 2:45 PM

Busting the Myths of Accurate Cash Forecasting in 2023

Lawrence Chester
Lawrence Chester

President, CFO Simplied

Lawrence Chester
Glenn Hopper

CFO, Consultant,
Author of "Deep Finance: Corporate Finance in the Information Age”

Session Summary

Since 2020, cash visibility and accurate cash forecasting have been a challenge, even more so for those CFOs offices that were laggards in tech adoption. While most CFOs are looking to automate data gathering and get variance analysis for verification and confirmation of cash operations - is looking at these factors enough? Are CFOs able to get the information needed to accurately cash inflow and balance it with outflow?

In this session, Lawrence Chester, Fractional CFO - CFO Simplified, will share the most commonly underlooked operations at the CFOs office that prevent accurate cash forecasting. We’ll also discuss how finance leaders need to take action from available information to keep a company’s liquidity needs afloat.

Key Takeaways

  1. Forecasting nuances and methods that worked until 2020, but don’t work anymore
  2. Most commonly looked at priorities at the CFOs office to get accurate cash forecasts and Larry’s take on key areas that most CFOs miss to look at.
  3. How to get cash forecasting right in 2023, to not be impacted by economic uncertainty, and to have a holistic approach towards managing cash flow.

2:45 PM - 3:30 PM

Master Your Budgeting, Planning, and Forecasting To Overcome Uncertain Economic Swings

Chris Ortega
Chris Ortega

Fractional CFO - Fresh FP&A

Chris Ortega
Dan Fletcher

CFO, Planful

Session Summary

In a frequently shifting economy, like the times today – it is imperative for finance leaders to plan, budget, and forecast for their businesses to function smoothly. But, the question is how and where to start.

Join a session with Chris Ortega from Fresh FP&A where he will share the mistakes that he’s seen leaders make in 2022, and how the CFOs office can plan, pivot, and build strategies to revamp the finance function to ensure business continuity, growth, aligned with ongoing economic fluctuations across industries.

Key Takeaways

  1. How and when CFOs can move away from a static planning environment to a more effective and agile planning process
  2. How CFOs can unlock increased efficiency and forge a positive path forward, even through disruption with continuous planning
  3. Tips for CFOs on when to start and how to efficiently collaborate with their teams to take a fresh look at financial planning.

04:00 PM - 05:00 PM

CFO Circle Live "Speed-Dating" Networking Event

Interested in getting to know the finance leaders better? Tell us your top picks, and we’ll set you up, speed-dating style! Get 10-15 minutes with your soon-to-be new friends and make a connection for the future!

06:30 PM ONWARDS

Unique Dining Experience

Enjoy a unique dining experience with peers and fellow finance leaders.

09:00 PM ONWARDS

Mardi Gras Party

The end of the event comes in with a blast, we have a grand party planned for you. Gear up for the big Mardi Gras theme costume party and win exciting prizes!