The CFO Innovation Conference will be an exciting day jam packed with dynamic panel discussions, presentations, intelligence, and insights offered by CFOs and other subject matter experts from dynamic organizations.
View the agenda below, and check back for updates. Register to attend the Conference and select the sessions you wish to attend by selecting the Register Now button above.
CFO END ZONE
TRADE SHOW FLOOR
Enter through the
East VIP Entrance
Small Market and Emerging Growth Companies
7:30 to 8:20 AM
As CFO of a small or emerging growth company, alot comes at you everyday and you must make quick decisions that will affect your company, your career, stakeholders, employees, customers, and others. Join CFOs from small and emerging growth companies in a dynamic discussion about business ethics, led by Eric Wukitsch, Chief Operating and Financial Officer of Vantage Custom Classics, and Bill Craig, Chief Executive and Financial Officer of Tarantin Industries, and moderated by Tammy Case of Fulton Bank, at the 2016 CFO Innovation Conference. Hear how CFOs make ethical choices to ensure that their companies and their careers are on the right track.
Tammy Case, Senior Vice President and Senior Loan Officer, Fulton Bank
Tammy attended Centenary College and is a graduate with a B.S. in Business Administration from Upsala College. She is a further graduate of the Stonier Graduate School of Banking. Currently, she is the SVP and Senior Loan Officer at Fulton Bank of New Jersey heading up the Northern Commercial Lending Division. Fulton Bank of New Jersey is an affiliate of Fulton Bank, a $17 Billion Regional Bank located in Pennsylvania, Delaware, Maryland and Virginia in addition to NJ. Among her professional accomplishments she was named one of the top 25 Women to Watch in Banking by U.S. Banker Magazine. She is the recipient of the Women of the Year Award and the prestigious Silver Beaver Award for Distinguished Service by the Patriots Path Boy Scout Council. She has served on many Boards throughout her career including Past Chairperson for the Sussex County Chamber of Commerce, Past Chairperson for the Sussex County Red Cross and National Relief Worker, Past Trustee for the Sussex County Community College. A recent Member of the CASA Board of Trustees and a Member of the Board of Trustees for Patriots Path Boy Scout Council.
Eric Wukitsch, Chief Operating and Financial Officer, Vantage Custom Classics, Inc.
Eric Wukitsch, CPA, CGMA, is the Chief Operating Officer and Chief Financial Officer of Vantage Custom Classics, Inc. Eric graduated from Georgetown University in 1977 and attended post graduate classes at Oxford University School of Business Administration.
He started his career in public accounting rising to become a Partner at BDO Seidman, LLP before coming to Vantage. During his career in public accounting he developed a level of expertise in two areas, providing special services for financial lenders and real estate accounting working with some of the top developers in New Jersey.
Since arriving at Vantage, he has been involved in every aspect of the organization with the exception of the sales function; in addition to the finance department, he is also responsible for human resources and operations.
William Craig, Chief Executive and Financial Officer, Tarantin Industries
Bill Craig has a track record of improving under-performing businesses and bringing financial management to the next level in public and private companies. He integrates financial management with business operations and corporate strategy.
Bill has a Big 4, Fortune 10 background with success with start-ups, turnarounds, strategic changes, and crisis management. He has the proven ability to raise debt and equity via initial public offering, secondary offerings, private placement. Bill raised nearly $800 million in IPO and 2PO over the last six years (8 offerings, 1 IPO) and raised nearly $750 million in debt over the last six years. He has prior experience raising equity and debt via public and private markets.
Bill has provided mezzanine financing to over 80 middle market transactions ($1.4 billion) during his career and has extensive contacts on Wall Street as well as PE and VC. His industry experience includes investment management, manufacturing, medical devices, industrial products, distribution, technology products, consumer products, and chemicals, & energy.
Get Focus, Get Funding
7:30 to 8:20 AM
Tax Exempt Organizations
We will discuss the importance of focus in driving impact. Participants will learn why organizations who make thoughtful choices about who they will and won’t serve are more efficient, more effective and more attractive to funders.
Liana Downey, Director and Founder, Liana Downey & Associates
Liana Downey is an experienced strategic advisor dedicated to creating social change. As executive director of Liana Downey & Associates, Downey and her team help visionary social leaders and organizations increase focus and change lives. Previously Downey led the social and public practices at McKinsey & Company and was a Special Advisor to the Australian Department of Prime Minister and Cabinet.
Liana is a sought-after speaker, and the author of Mission Control: How Nonprofits and Governments Can Focus, Achieve More and Change the World (Bibliomotion, 2016). Liana teaches leadership at Wagner’s Graduate School of Public Policy, and serves on the the board of Room to Grow, an innovative nonprofit dedicated to improving the lives of families living with poverty. Downey holds an MBA from Stanford (Arjay Miller Scholar).
8:30 to 9:20 AM
Bio-tech and Pharma: Financing Growth, Evolving Customer Expectations
Biotechnology and pharmaceuticals are two incredibly dynamic industries that lead the
regional New Jersey economy and power other markets, as well. Hear Mark Giamo,
New Jersey Office Managing Partner, BDO, lead CFOs from Edge Therapeutics, Halo Pharma, Enteris BioPharma, Princeton BioPharma, and Amneal Pharmaceuticals in a detailed discussion about their experiences and expectations, and the demands and opportunities of their roles as CFOs in pharmaceutical and biotechnology companies.
Mark Giamo, New Jersey Office Managing Partner, BDO
In his role as New Jersey Office Managing Partner for BDO USA, LLP, Mark is responsible for managing all aspects of the assurance practice for BDO’s New Jersey Office. Mark also co-leads the NY Metro Technology Practice. Mark joined BDO in 1997 and has serviced publicly-traded, private, multi-national, private equity sponsored and growth-oriented companies in the technology industry. Mark spends a significant amount of time servicing SEC registrants as both the engagement partner and technical partner reviewer. In addition, Mark acts as an instructor for continuing education and plays an active role in the firm’s internal quality inspection program.
Some of Mark's professional affiliations include American Institute of Certified Public Accountants (AICPA), New Jersey State Society of Certified Public Accountants, Board of Directors, Special Olympics of New Jersey, and the Board of Directors, New Jersey Technology Council
Mark received a B.S. in Accounting from Villanova University.
Barry Lederman, Chief Financial Officer, Halo Pharma
Barry Lederman has extensive financial and international pharmaceutical experience, having led teams of several public and private companies with global operations. Prior to joining Halo, he served as the Vice President and CFO for Eisai Inc. with operations in the Americas Region, the CFO at Wedgewood Pharmacy, Nycomed US Inc., and Qualitrol Company LLC (a subsidiary of Danaher Corporation). He also spent 10 years with Roche in positions of increasing responsibility within Finance, culminating in his appointment as Senior Vice President – Head of Business Analysis and Controlling at Roche Centralized Diagnostics, headquartered in Mannheim, Germany. He is a CPA licensed in New Jersey and New York and gained his accounting experience at PwC.
Andrew Einhorn, Chief Financial Officer, Edge Therapeutics
Andrew Einhorn is the Chief Financial Officer of Edge Therapeutics, Inc. Previously, he served as the Executive Vice President, Corporate Development of the company. Mr. Einhorn has more than 10 years of experience in the pharmaceutical industry developing and executing corporate strategy. He also has more than 20 years of experience as an investment banker working extensively in corporate finance, capital markets and financial analysis. His experience includes numerous acquisition and licensing transactions across a variety of therapeutic areas and geographies.
Prior to joining Edge Therapeutics, Mr. Einhorn was an independent consultant, served as CFO at Myos Corporation and was the Executive Vice President and Chief Financial Officer at Oceana Therapeutics, Inc.
Mr. Einhorn was licensed as a Certified Public Accountant in New Jersey and a graduate of The American University where he completed a double major in Finance and Accounting.
Jim Mastakas, Senior Vice President and Chief Financial Officer, Amneal Pharmaceuticals
Jim oversees the global financial operations of the organization, including strategic planning, budgeting and forecasting, investment decisions, external financing, debt compliance, financial analysis and tax planning. In addition, he is responsible for the IT function. Jim has more than 18 years of experience in the pharmaceutical industry, including thirteen years in generics and specialty sectors. Prior to joining Amneal, Jim was chief financial officer at Sandoz NA, Eagle Pharmaceuticals and Corepharma, and vice president/controller for Mylan’s generic business. He also spent five years at Wyeth leading their External Reporting team. Jim holds a bachelor’s degree in accountancy from Bentley University and is a certified public accountant.
Brian Zietsman, President & Chief Financial Officer, Enteris BioPharma
Mr. Brian Zietsman, President and Chief Financial Officer, joined the Company in July 2013. He brings more than 20 years of strategic finance and accounting experience to his position, over half of which has been in the pharmaceutical industry for both public and private companies.
Prior to joining Enteris BioPharma, Mr. Zietsman was the Chief Financial Officer of Unigene Laboratories, Inc. where he played a pivotal role in that company’s restructuring. Prior to working at Unigene, he was the Corporate Controller at Duff & Phelps (NYSE DUF) and between 2005 and 2011, he worked in various financial capacities at Enzon Pharmaceuticals, Inc., (NASDAQ – ENZN), including Vice President and Corporate Controller. Prior to Enzon, Mr. Zietsman was the Corporate Controller at Reliant Pharmaceuticals, Inc., a privately held company which was acquired by GlaxoSmithKline, and earlier worked at Deloitte where he held various positions of increasing responsibility, leaving as a Senior Manager in the audit group.
Mr. Zietsman is a graduate from Rhodes University, South Africa where he earned his B. Com (Accounting), BSc (Computer Science) and HDIPACC certifications. Mr. Zietsman is a registered CPA.
8:30 to 9:20 AM
A 360° View of Private Equity
When we hear private equity (PE) it means different things to the many constituencies that
are involved in the sector. Investment bankers, commercial bankers, funders, owners, CEO’s,
sellers, roll up candidates, portfolio entities, PE fund investors, governance committees in varying capacities, management assessments and needs, and at many other levels. And particularly to CFOs as they provide the grease (a/k/a liquidity) that keeps everything flowing. Answers to those five basic questions: who, what, when, where, and why all vary depending on your particular point of reference and angle of parallax. But all of those differences need to be taken into consideration when contemplating, being immersed in, or exiting from the world of private equity.
Our expert panel brings together in one place a diversity of view and hands-on experience for a discussion that is sure to be lively and informative. Our session will have you walking away with enhanced knowledge of how to prepare before diving into the deep end of the pool, understanding the vetting process from the both the acquiree and acquiror point of view, suggest some best practices to make the experience an enjoyable one, and hopefully dispel some myths along the way.
Greg Libertiny, Senior Vice President, Finance & Business Operations, Theorem
Greg Libertiny is a versatile senior executive, having held a number of C-level roles as well as board positions with an exemplary track record of success developing, enhancing, repairing and leading enterprises across the globe. He has been a solutions provider & builder of value delivering operational excellence and change management with start-ups, ventures, family offices, private, private equity, and multi-billion dollar public enterprises (GE, RCA & MCI) and diverse enterprises in between. Industry expertise spans the ICT (Information / Communications / Technology) sphere as well as manufacturing & distribution and the green sector.
Jonathan Stearns, Chief Investment Officer, i2 Capital
Jonathan Stearns has over 20 years of experience in private capital investments in a variety of industries, capital structures and stages of development across the U.S. and Europe. A leader in impact investing, Mr. Stearns has helped to create and launch a number of new investment vehicles, with a focus on women-led platforms. As Managing Director of Stearns Associated Partners, he focuses on socially responsible investing that provides market rate risk adjusted returns and meaningful social and environmental value. From 2010 to 2013, he served as Managing Director of PineBridge Investments. Beginning in 2006, he served as the Managing Director of AIG’s Global Investment Group, where he was responsible for sourcing, evaluating, executing and managing private capital investments on behalf of AIG and its subsidiaries. Mr. Stearns previously served as Managing Director of Associated Partners and was its Founding Member, where he managed co-investment portfolios for Abbott Capital. Prior to founding Associated Partners, he served as Managing Director of Abbott Capital Management LLC and served as a Head of the co-investment team, responsible for its direct investments in private companies. Mr. Stearns served as Managing Director and co-Head of Equinox Investment Partners LLC, a private capital investment company, from 1992 to 2001, where he focused primarily on investing in private, middle-market companies. Mr. Stearns received his B.A. in history and political science from the University of the South.
Edward W. (Ted) Stone, Chief Financial Officer, TMG Energy Corporation
Ted Stone is Chief Financial Officer for TMG Energy Corporation, developer and operator of “on-site utilities” for commercial buildings using proprietary combined heat & power (“CHP”) technology.
Since his first CFO assignment in 1984, Ted has served as CFO and business partner with the CEOs of 10 other companies across a range of global, B2B, technology-driven industries and varying in size from start-ups to established companies with $100 million to $2.5 billion in revenue. His career includes 8 years as CFO for 3 public companies, 3 private equity backed firms (8 years), 3 privately held technology start-ups (6 years) and 2 large subsidiaries of Fortune 500 corporations (8 years).
Ted seeks out opportunities to team up with his CEO to lead significant strategic and cultural changes such as a new go-to-market strategy, merger transaction / integration, turnaround, new technology launch, or a new ownership / management team. As a result of successful changes, nearly all of his companies increased in value more rapidly than their industries during his tenure.
Previous CFO assignments include: Ecorithm, Inc., developer of software to optimize energy efficiency and comfort for commercial buildings worldwide; Velocity Express, a $400M, PE-backed but NASDAQ-listed provider of specialized logistics; Solucient, a $100M PE-backed healthcare information provider; Executone, a $130M NASDAQ-listed telecommunications equipment supplier where he also led a friendly PE-backed management buyout; a $2.5 billion group of 50 companies within Thomson Corporation; Krueger International, a $350 million, PE-backed manufacturer of commercial furniture; Searle Pharmaceuticals; and two specialty chemical firms – one private, one NASDAQ-listed. Mr. Stone began his career Pfizer in 1976, ultimately serving as a Division Controller for Pfizer’s second largest division.
Ted earned an MBA from the Amos Tuck School and an AB in Engineering Sciences, cum laude, from Dartmouth College.
Bob Yingling, Interim Finance and Operations, 54 Madison
Bob Yingling is an accomplished, middle-market, public company (led IPO) CFO with a Columbia Business School MBA. Bob has additional CFO experience with PE portfolio companies. He has also implemented SAP several times and led a number of transactions. Bob is the Audit Committee chair at Gleacher & Co., a publicly traded (“GLCH”) independent investment bank.
Andrew Zezas, CFO Studio's Publisher and Host, CEO, will welcome CFO guests and will open the CFO Innovation Conference.
9:45 to 10:00 AM
Andrew Zezas is the Publisher of CFO Studio magazine and the Host of CFO Studio On-Camera. Andrew conceived CFO Studio to position CFOs as business and strategy thought-leaders and to provide them with a vehicle to promote their companies. CFO Studio magazine, a quarterly business publication, is read by thousands of CFOs and other finance executives, and has featured CFOs from Agfa, Avis Budget, Vonage, Horizon Blue Cross, Hewlett-Packard Financial Services, Mercedes-Benz USA, Dun & Bradstreet, PSEG, The NY Jets, Quest Diagnostics, Godiva Chocolatier, and others. CFO Studio On-Camera conducts brief on-camera interviews with CFOs and has completed 111 interviews, to date. Hundreds of CFOs attend quarterly CFO Studio Receptions, as well as, monthly CFO Studio Executive Dinner Series, where they network, share insights and experiences, and enjoy wine and great food. CFO Studio serves as the catalyst for CFOs to share their knowledge on current economic, financial, operational, and business issues in an In-Print, On-Camera, and Events format, that is unavailable elsewhere.
CFO Studio provides a platform through which CFOs and senior finance executives position themselves as thought-leaders, participate in promoting their companies, forge profitable relationships with peer CFOs and best-in-class service providers, and contribute to their communities…at no cost to themselves or their companies. As Publisher and Host, CEO, Andrew enjoys this immensely. CFO Studio currently hosts conferences and events in New Jersey, New York, Philadelphia, Chicago, and San Francisco, and will launch in other U.S. markets later this year.
Since October 2015, Andrew also holds the title of Managing Director at the prestigious global corporate real estate services company, JLL (NYSE:JLL), a Fortune 500 Company and one of the largest in its industry.
Andrew Zezas has provided guidance to companies and executed complex real estate acquisitions, dispositions, and restructures, to support their business objectives, solve financial and operational challenges, reduce risk, uncover hidden opportunities, and create more profits and greater flexibility. Andrew has completed millions of sq ft of engagements throughout North America, holds real estate licenses in 9 states, and has represented the U.S. real estate interests of companies from 14 countries.
Andrew has achieved real satisfaction in writing The CFO’s Guide to Understanding Corporate Real Estate Transactions, its companion Guide, and over 100 booklets and articles on business, real estate, and customer excellence.
Opening Keynote Presentation
10:00 to 10:50 AM
Live Business Through Digital Finance
The Digital Economy, coupled with the most volatile economic and regulatory environment
in decades, is creating new challenges and exciting opportunities for business and finance
executives. Facing new and industry changing competitors, new business models and new processes – businesses want to adapt to thrive in this digitalized world. They need to be able to seamlessly sense, respond, adapt and predict in the moment. They need to be “Live Businesses”!
In this world finance executives are facing a new paradigm, where cycle times must dramatically change or vanish, insight and action must happen live, continuous compliance is reality, planning is ongoing, predictions and simulations become the norm. This keynote session will discuss what the future looks like for finance and the underlying technologies that are empowering the transformation.
Joel Bernstein, Chief Financial Officer, SAP Global Customer Operations
Joel Bernstein is the Chief Financial Officer for SAP Global Customer Operations. In this role, Bernstein is responsible for leading the financial activities and profitable revenue growth for the company's customer go-to-market organization. SAP Global Customer Operations encompasses all global and regional routes to market as well as the company's professional services, ecosystem and channel, and industry-specific go-to-market teams. Working closely with the regional finance leads, Bernstein is accountable for the global P&L of SAP's largest organizational unit. As such, Bernstein serves as a senior member of both the SAP Global Customer Operations Management team, led by President Robert Enslin and Luka Mucic. Robert and Luka also serve as members of the SAP Global Managing Board.
Prior to being promoted into this global position, Bernstein served as Chief Financial Officer for the SAP North America region. There he led all field finance-related activities for the United States and Canada. Bernstein offers a unique perspective to his fiduciary oversight responsibility based on his earlier experience leading North America Business Operations. In that capacity, Bernstein was responsible for the company's strategy, operations, proposals, customer references, events and program management teams across the region. Both of these regional leadership positions placed Bernstein as a member of the Regional President's leadership team.
An 18-year veteran of SAP, Bernstein joined the company as a senior financial analyst. During his esteemed tenure, he has held numerous positions across the business, including Director of Corporate Financial Accounting and Reporting at which time he led SAP's listing on the New York Stock Exchange. Prior to joining SAP, Bernstein worked for Price Waterhouse in various finance and audit related positions.
An accomplished finance professional, Bernstein earned his Bachelor of Science degree in Accounting at Wilkes University. He is also a member of the American Institute of Certified Public Accountants.
Bernstein is an ardent supporter of SAP's social corporate responsibility initiatives, often serving as the executive sponsor for programs that connect SAP employees in the communities where employees live and work. Reflective of that commitment, Bernstein is a member of The Franklin Institute's Board of Trustees, an esteemed organization founded in 1824 whose mission is to inspire a passion for learning about science and technology.
Thack Brown, General Manager and Global Head LoB Finance, SAP America
Thack Brown is General Manager and Global Head for SAP’s Line of Business Finance. In this capacity, he is responsible for the full suite of SAPs solutions for the Office of the CFO. SAP has the market’s most robust portfolio of solutions for finance professionals, covering all the major financial process, including: Financial Planning and Analysis, Managerial and Statutory Accounting, Treasury, Risk and Compliance and core finance operations such as Shared Services, Real Estate, Travel and Expense Reimbursement, Accounts Payable and Accounts Receivable, etc.
Thack has held several roles at SAP, most recently as the Head of Consulting Services for the US. In this role, he was responsible for the Sales and Delivery teams managing the implementation, adoption and value realization of SAP's products. His teams' responsibilities include the full range of SAP's product portfolio, from more traditional solutions such as ERP and Business Analytics, to the innovative Mobility, Cloud and In-Memory solutions. Prior to his time in consulting, he was the Chief Operating Officer (COO) for SAP Americas. In this role, he was responsible for industry and solutions, value engineering, sales operations, and the GCO University program (formerly SAP® Sales University), as well as audit and private equity business development, ensuring operational excellence through service efficiency and effectiveness. Previously, Thack was COO for SAP Latin America and the Caribbean. Thack started with SAP in 2008. He was Chief Financial Officer (CFO) for Latin America and the Caribbean, successfully managing control and compliance policies with the transparency needed to achieve top business results.
Thack joined SAP Latin America and the Caribbean in 2008 from Electronic Data Systems (EDS) in Latin America, where he was CFO. He also held several leadership positions at EDS, including sales director for Brazil and portfolio executive for Latin America, as well as several global roles.
Fluent in English, Spanish, and Portuguese, Thack has lived, worked, and studied around the world. He has an international MBA with specialization in finance from the University of South Carolina in Columbia, South Carolina, and he also holds a bachelor of science/bachelor of arts (BSBA) degree in economics from Appalachian State University in Boone, North Carolina.
Bottom Line Implications of Payment Management
11:00 to 11:50 AM
Payments can create real economic value above and beyond their transactional amount. Once viewed as a necessary business support function, the c-suite is realizing a strategic approach to payments can enhance the bottom line to create shareholder value. At the core, a payment's most basic utility is to transfer value from one party to another. However, the impact of payments is broad, influencing numerous areas including working capital management, sales, operations, expenses and risk. To take advantage of this opportunity, progressive organizations are developing formal payment strategies to proactive using payments as a financial lever and address the inherent risks within organization specific payment processes. While these positive outliers will certainly be poised for future success, they must remain agile. The ongoing FinTech boom will bring change, stimulating rapid innovation evolving how all value chain participants interact. Regardless of your organization's current sentiment on payments, a refreshed approach can help you stand out above and beyond your competition.
Neil D. McHugh, CTP, CPCP, VP, Segment Manager Emerging Payments, TD Bank
Neil manages the emerging payments segment for TD Bank's Treasury Management Services business. In this dynamic position, Neil directs the bank’s strategy for emerging B2B payment solutions such as commercial cards, ePayables and Integrated Payables and serves as a thought leader leveraging his procure-to-pay, accounts payable and, working capital expertise. Prior to this role, Neil successfully led the Treasury Management sales team in the Metropolitan Washington D.C. region and helped to develop TD's commercial card program.
During his 15 year career in the treasury management and payments industry, Neil has obtained diverse experience intimately working with clients representing the middle market, large corporate, not-for-profit and government sectors. In addition, he has contributed to numerous industry periodicals and is a regular presenter at regional and national commercial payment related conferences. McHugh is a Certified Treasury Professional (CTP), Certified Purchasing Card Professional (CPCP) and holds a B.S. in Business Administration from Villanova University.
Carla Krieman, District Sales Manager, Treasury, Management Services, TD Bank
Carla Krieman is a 30-year professional in Treasury Management. She has worked in Cash Management Product Management, Sales, Technical Consulting, Finance and also spent several years as a Cash Manager at an international trade finance organization, De Lage Landen Financial. During her years at De Lage Landen, her main responsibilities were to manage the cash and disbursement processes along with the operational banking relationships for the company. While Cash Manager, she led her Treasury and Accounts Payable teams to reduce costs, improve processes, automate payments and meet service level agreements with internal partners. Carla is currently responsible for Treasury Management Sales in the Pennsylvania and NJ Markets for TD Bank. Carla has been a presenter at the Association for Financial Professionals and for the PA Banker’s Association and has a degree from The Pennsylvania State University in Business Logistics.
11:00 to 11:50 AM
Accelerate Your Career: CFO Salary Trends,
In-Demand Skills, and Opportunities for Success
Specialized staffing experts from Robert Half offer strategies to manage your career as a CFO. This CPE presentation offers an overview of compensation trends, desirable skill sets, and areas of opportunity for top financial executives. Other relevant topics will include succession planning strategies, tips to improve C-suite collaboration and important steps to enhance marketability to lead to your next opportunity.
Dawn Fay, District President, Robert Half
Dawn Fay is the District President for the Tri-State Area of Robert Half, the world’s first and largest specialized staffing firm. Dawn oversees Robert Half’s Professional Staffing Services operations in 18 locations across New York, New Jersey and Connecticut. Her primary areas of focus are the company’s three financial lines of business; Robert Half Finance & Accounting, Accountemps and Robert Half Management Resources.
Since joining Robert Half in 1996, Dawn has climbed the ranks and held roles of increasing responsibility in cities including Charlotte and Atlanta. In 2005, Dawn was promoted to NYC Metro Market Manager, where she was responsible for the Midtown, NY office, the company’s largest branch. Just a year later, Dawn was promoted to Regional Vice President for the NY Metro Market and in 2009 was promoted to President, overseeing all offices in the Tri-State area.
Dawn serves as a national spokesperson for Robert Half and has been featured in several top publications, including the Wall Street Journal, New York Times, USA Today, and Crain’s New York Business. She has also made appearances on local and national broadcast networks, including CBS News and FOX. Dawn is considered a local expert on the staffing industry, commenting on recruiting practices, hiring trends, and other workplace issues.
Prior to joining Robert Half, Dawn worked as a financial analyst in New York City and Washington, DC. Dawn earned her bachelor's degree in economics at The George Washington University.
12:00 to 1:15 PM
1:15 to 2:05 PM
Federal Reserve System CFOs:
Unique Roles, Structure, and Opportunities
Mr. Dale and Mr. Mitchell’s comments represent their own views and opinions, not
necessarily those of the Office of Employee Benefits of the Federal Reserve System, the
Board of Governors of the Federal Reserve System or the Federal Reserve System as a whole. Their role as CFOs of entities within the Federal Reserve System do not involve them in monetary policy setting activities and therefore they are not in a position to respond to participant questions regarding the Federal Reserve’s monetary policy actions or views.
Jeffrey Dale, Chief Financial Officer, Federal Reserve Office of Employee Benefits
Jeffrey M. Dale currently serves as Vice President and Chief Financial Officer at the Office of Employee Benefits for the Federal Reserve System in Newark, New Jersey. Jeff is currently responsible for budgeting, financial accounting, and financial reporting associated with the System’s benefits plans, including health, welfare, retirement and thrift (401K) plans. These plans manage assets over 19 billion dollars of assets and provide a variety of benefits to approximately 22,000 active employees and 25,000 retirees. Jeff has served in this position since July of 2005. He has been employed by the Federal Reserve System at the Federal Reserve Board and the Federal Reserve Bank of St. Louis in various capacities for over 30 years, and his background includes experience in financial accounting, human resources, risk management, project management, and auditing. During his career, Jeff has also worked in public accounting and corporate environments in accounting and auditing roles. Jeff has a BSBA in Accounting from Southern Illinois University at Edwardsville and has passed both the CPA and Certified Internal Auditor (CIA) exams and is a graduate of the ABA’s Stonier Graduate School of Banking.
Bill Mitchell, Chief Financial Officer, Board of Governors of the Federal Reserve System
Bill Mitchell is the Director of the Division of Financial Management at the Board of Governors and serves as the Board’s chief financial officer. In this capacity he has responsibility for overseeing the day-to-day operations of the Board’s financial management functions, including accounting, accounts payable/receivable, payroll, procurement, property management, travel, internal control and compliance, information security, strategic planning, financial planning and analysis, and special projects. Bill joined the Board in 1993 as an auditor in the Office of Inspector General and was named to the official staff in 2004 as assistant inspector general with oversight responsibility for the OIG’s audit and attestation functions. Prior to joining the Board, he served over 14 years in the United States Army, completing tours in Germany, Texas, and Indiana, with assignments ranging from disbursing activities, to military pay, to auditing. His final assignment was as an instructor at the Army’s Finance School where he taught quantitative analysis, manpower management, and budgeting. Bill has a Bachelor of Business Administration from the University of Texas at El Paso (with a major in accounting) and a Master of Professional Accounting from the University of Texas.
The Threat from Within:
Identifying Cyber Risks in Advance
1:15 to 2:05 PM
While the threats of outside hackers, malicious source code attacks, and the everyday
digital threats which disrupt businesses of all sizes is a serious risk on which CFO's, boards
of directors, and risk managers have been focusing over the past several years, the biggest threat still remains. Are people the weakest link?
Whether disgruntled or dishonest, whether destroying records or stealing intellectual property, or simply making mistakes, it is shockingly easy for insiders to wreak havoc on a company’s most valuable digital assets.
Unprotected data can leave your office on a thumb drive, a laptop, or through a personal email account. Once outside, there are plenty of lively markets for it, both online and off. From competitors looking for trade secrets, to criminals stealing customer data, to rogue states breaching national security — and much more — there is no shortage of buyers for any information that can be monetized.
Wherever the attack comes from, it can devastate a company’s infrastructure, its client base, and its reputation. In today's world, a cyberattack is something every company should almost expect and certainly plan to defend against.
Before any CFO can begin to build a company’s defense, he or she must first determine what it is the company must protect.
Robert Kleeger, Founder-Managing Director, Digital4nx Group, Ltd.
Rob Kleeger is the Founder and Managing Director of Digital4nx Group, Ltd. His firm provides Digital Forensic Investigations, Electronic Discovery Consulting and Advisory Service, Incident Response to Data Breaches and Cyber Security services such as “Ethical Hacking”.
Simply put, Digital4nx Group specializes in "Digital Autopsy's" using proprietary methods and various forensic technology tools to recover and investigate active and deleted information off computer systems and other electronic devices.
Mr. Kleeger has over a decade of experience serving the legal services industry and over a quarter century providing consulting solutions and professional services. He has a broad background in various litigation matters and is focused on assisting clients prior to filing a complaint by providing expert technical consulting by providing efficient and cost-effective digital forensic investigations, early case assessment, incident response services relating to data breaches and e-discovery services.
Kleeger and his team routinely assists attorneys, business owners, general counsel, chief executive management and boards in handling various types of litigation and legal disputes in both the federal and state courts.
Kleeger is a frequent speaker and subject matter expert on digital forensics, cyber security, and electronic discovery. He speaks passionately at various industry conferences and seminars around the Metro area and Nationally and has been featured on WNBC/NBC 4 News Channel.
Nicholas Insua, Partner, McCarter & English
Nick's practice focuses on insurance coverage litigation and counseling exclusively on behalf of policyholders. Nick’s represents clients on catastrophic first-party property damage and business interruption claims. He is the co-author of the book, Business Income Insurance Disputes, a leading treatise on business interruption and time-element insurance issues. In his liability coverage work, Nick represents companies and executives under D&O and E&O policies. Nick has also handled matters under general liability insurance policies for all manner of underlying claims; as well as under employment practices liability policies, inland marine insurance policies, and fidelity and crime policies.
Nick’s experience includes all phases of litigation, up to and including trial. He has appeared in state and federal courts throughout the country, including New Jersey, Pennsylvania, New York, California, Connecticut, Louisiana, Massachusetts, Mississippi, Nebraska, North Carolina, Tennessee, Virginia, and Wyoming. Nick has assisted clients in obtaining either full coverage or advantageous settlements, in some instances without litigation. He also has substantial arbitration and mediation experience.
Nick writes and lectures on insurance-related topics. His articles have been cited in court decisions including Am. Nat. Prop. & Cas. Co. v. Wyatt, 400 S.W.3d 417 (Mo. Ct. app. 2013); NGM Ins. Co. v. Carolina’s Power Wash & Painting, LLC, 2010 WL 146482 (D.S.C. Jan. 12, 2010); and In re Idleaire Tech. Corp., 2009 WL 413117 (Bankr. D. Del. Feb. 18, 2009). He has been a guest lecturer on Environmental Insurance Law at Rutgers School of Law – Camden and an Adjunct Professor at Seton Hall University School of Law, where he taught Commercial Law Survey. Nick also serves on the firm’s Pro Bono Committee and Associate Training Committee.
Dave Weinstein, Director of Cybersecurity, New Jersey Office of Homeland Security and Preparedness
Dave Weinstein is the Director of Cybersecurity for NJOHSP and the Chief Information Security Officer (CISO) for the State of New Jersey. Mr. Weinstein joined NJOHSP in August 2014.
Prior to joining NJOHSP, Mr. Weinstein served at the United States Cyber Command in Fort Meade, Maryland, where his portfolio spanned cybersecurity operations, policy, and planning. Following his time with the Defense Department, he joined the private sector where he consulted commercial clients on managing their cyber risk.
Mr. Weinstein has been recognized by Forbes magazine as a “top cyber policy expert” and his analysis and commentary have been featured in numerous media and academic publications, including The Christian Science Monitor, the Georgetown Journal of International Affairs, the US Naval Institute’s Proceedings, Foreign Affairs, Foreign Policy, CNN.com, and The Boston Globe.
Born and raised in Westfield, New Jersey, Mr. Weinstein holds a Bachelor's degree from Johns Hopkins University and a Master's degree from Georgetown University. He is also a Cybersecurity Fellow with New America.
The Power of
Total Shareholder Return (TSR) as a Lens
2:15 to 3:05 PM
Everyone knows that Total Shareholder Return (TSR) is the shareholder's true bottom line—change in share price plus dividends. But relatively few understand the importance and power of using TSR as a lens to help corporate executives make much better decisions and trade-offs. The TSR lens (Internal TSR) goes far beyond the typical "measurement swirl" of revenue growth, margins, ROIC, EVA, market share, EPS, EBITDA, gross margin %, free cash flow, etc. It is a complete and holistic measure that simulates TSR and by using this uniquely powerful lens… dozens of BCG's clients (including Dun & Bradstreet) have strengthened their business, financial and investor strategies. These companies have also made much better decisions and trade-offs (e.g., growth vs gross margin %, gross margin % vs. opex, organic growth vs. inorganic growth, market share vs. margin) and learned to distort their financial and human capital to the businesses and initiatives that really matter. Join Rich Veldran (CFO of Dun & Bradstreet) and Jeff Kotzen (BCG Sr. Partner and Global Topic Leader of Shareholder Value) as they share their experiences in using the TSR lens to drive stronger and more sustainable TSR.
Richard Veldran, Chief Financial Officer, Dun & Bradstreet
Rich joined D&B in September 2003 as CFO of D&B North America. In February 2006, he was named Treasurer and Leader of Investor Relations, External Communications, and Global Financial Planning and Analysis. In July 2008, Rich was promoted to Senior Vice President, Global Reengineering, and was given the added responsibility of leading North America Finance seven months later.
Rich has been instrumental in driving profitability and margin expansion across the company’s global businesses. He also led the company’s first-ever dividend issuance and two public bond offerings.
Prior to joining D&B, Rich held financial leadership roles at Automatic Data Processing, Inc. and Procter & Gamble. He holds a bachelor's degree in industrial engineering and an MBA from Cornell University.
Jeff Kotzen, Senior Partner & Managing Director, The Boston Consulting Group
Jeff Kotzen is global leader of the shareholder value topic at The Boston Consulting Group. The topic focuses on optimizing total shareholder return (TSR) by aligning business, financial, and investor strategies, leveraging the firm’s proprietary tools and methodologies. Jeff began his consulting career in 1991 and has been with BCG since 1997.
Jeff has led more than 50 projects on shareholder value strategy, across a broad range of industries and locations. This work typically has resulted in a 15% to 30% increase in the client's relative share price and price-earnings multiple in the six months after the strategy was initiated.
Jeff has also led a wide variety of projects in cost reduction, business process reengineering, organizational effectiveness, and transformation.
Before joining BCG, Jeff was a director at Braxton Associates, the strategy consulting division of Deloitte & Touche Consulting. Before receiving his MBA, he was a financial analyst in the investment banking division of Salomon Brothers.
Economic Outlook: Challenges, Growth and Opportunity
2:15 to 3:05 PM
Hear Cathy Callahan and Michelle Meyer, of Bank of America Merrill Lynch share their fascinating views on current and future trends and drivers of the regional, domestic, and global economies, including thoughts and statistics on the recovery, GDP, interest rates, labor, housing, the U.S. Presidential election, risks of future recessions, China, Russia, Brazil, Europe, and more. This promises to be a dynamic and informative discussion.
Cathy Callahan, New Jersey Market Executive & SVP, Bank of America Merrill Lynch
Cathy Callahan is the New Jersey Market Executive for Commercial Banking at Bank of America Merrill Lynch. As Market Executive, Cathy is responsible for the delivery of a broad range of product solutions to New Jersey commercial clients.
Cathy has been with the company since 2003, when she joined predecessor firm FleetBoston. Prior to her Market Executive role, Cathy was most recently a Senior Client Manager for the New York Metro Region, focused on meeting the commercial banking needs of hedge funds and asset managers and making the bank a market force in the sector. By developing a team dedicated to understanding the unique needs of those clients, Cathy led the growth of Global Commercial Banking’s business with the sector from nothing in 2007 to the significant revenue driver it is today. Cathy joined the NY Metro team as a Sales Performance Manager in 2006 after having been in Global Commercial Banking Risk with coverage in both the New Jersey and Pennsylvania markets. Cathy’s banking career began at Chase Manhattan Bank. She has worked for UBS, SwissBank Corp, and First Minneapolis. In addition, Cathy has had several entrepreneurial ventures. She was a partner at Commodity Capital Group, maintained a credit outsourcing business for several European banks and owned Milady’s Armoire- a NJ based retail lingerie business.
Cathy holds a BSFS from Georgetown University and an International Business Degree from Stichting Nijenrode, The Netherlands School of Business. Actively involved in her community, Cathy manages the PDA U16 Girls ECNL team, an elite national girls soccer league, and is a scheduler for the club; is the Upper School Parent Coordinator for Kent Place School in Summit, NJ; a member of the Harding Historical Society; and a friend of The Harding Land Trust. Previously, she has served as President of the Executive Board of St. Peter’s Prep Parents’ Association in Jersey City, NJ; as a Finance Committee member of her church; as a member of the Maplewood, NJ Planning Board and Zoning Board of Adjustment; and as treasurer of Kent Place School’s primary six figure fundraiser.
Born in Jersey City, Cathy has lived in New Jersey most of her life. She has also lived in London, Johannesburg, and Minneapolis. She and her husband, Steve Jonathan, have 3 children and live in New Vernon, New Jersey.
Michelle Meyer, Deputy Head of US Economics, Managing Director, Bank of America Merrill Lynch
Michelle Meyer is a managing director and deputy head of US economics at BofA Merrill Lynch Global Research. She is the primary fixed income trading floor economist and specialist in the US housing market. In this capacity, Meyer provides timely analysis of the high-frequency economic data and Federal Reserve policy announcements to the sales force and traders. She runs the firm’s macro model and is responsible for coordinating the medium-term economic forecasts. Meyer focuses her research on the US housing market, where she has become highly recognized for her outlook. She is a frequent commentator on CNBC and Bloomberg TV and is often cited in print and online media.
Prior to joining BofA Merrill Lynch Global Research in early 2010, Meyer was a senior US economist at Barclays Capital, where she worked on building GDP models and sector forecasts. Meyer started her career on the US economics team at Lehman Brothers. She began to focus on the housing market in 2006 when it became clear that the sector would be a crucial part of the outlook going forward.
Meyer earned a bachelor’s degree (magna cum laude) and a master’s degree, both in economics, at Boston University. She was named by as one of 30 under 30 in finance in 2011.
Unique Challenges and Opportunities
3:15 to 4:05 PM
Attend this session to hear how CFOs from Dassault Falcon Jet, Tumi, Sharp, and others
contend with challenges and capitalize on opportunities unique to global companies.
Topics to be discussed will include:
Volatile equity markets and global economic challenges
Doing business in China
Customary practices in other countries and the Foreign Corrupt Practices Act of 1977 (FCPA)
Talent acquisition and retention
David Jansen, Partner, PricewaterhouseCoopers (PwC)
David Jansen, a partner with PricewaterhouseCoopers (PwC), is a strategic advisor to corporations, governments and world leaders on globalization, mergers & acquisitions, governance, change and transformation.
Mr. Jansen is a seasoned partner with connections around the globe stemming from his time working in Tokyo, Vancouver, London and New York. He has earned a reputation for astutely advising corporate leaders and government officials on a variety of matters. His clients include various heads of state in the Middle East, the Persian Gulf, and the Americas, including U.S. President Bill Clinton.
Mr. Jansen is currently the Advisory Leader for PwC’s Private Companies group which provides consulting services to private, family owned and entrepreneurial businesses. Prior to his current role, Mr. Jansen resided in Tokyo for two years where he organized and participated in several seminars on the post 3-11 economic recovery and future of Japan. He led a Tokyo-based research team to author PwC’s 2012 Revitalising Corporate Japan: A Prescription for Growth report, widely credited for contributing ideas to the government’s “Abenomics” economic growth strategy.
An expert on globalization trends and issues, Mr. Jansen helps clients mitigate their reputational and business risk as they expand into new markets, conduct M&A activities and work with new business partners. Working with corporations, hedge funds and private equity firms, he has advised on transactions in multiple industries in over 40 countries.
With his significant international experience, Mr. Jansen represented PwC at several World Economic Forum meetings include Davos, Dalian, Tianjin, Dubai, Naypyidaw (Myanmar) and Manila.
In 2005, Mr. Jansen co-founded PwC’s Anticorruption Practice focused on preventing and detecting financial statement fraud, corruption and corporate misconduct. This incorporated an alliance with Harvard Law School Institute on Global Law and Policy to collectively advise both public and private sector clients.
Mr. Jansen is a chartered accountant by training. He studied at the University of British Columbia and the University of Pennsylvania (Wharton School).
Claude Draillard, CFO, Dassault Falcon Jet
Claude Draillard is an accomplished, global executive with over twenty years of finance experience in the Aviation, Manufacturing, and Financial Services industries. He has an impressive track record in increasing profit-margins and cash flow, as well as performance improvement, operational streamlining, and negotiating financing/leasing.
Claude currently serves as VP, Finance (i.e. CFO) at Dassault Falcon Jet, part of the worldwide Dassault Group of Companies, managing $2 billion US in annual revenues. As CFO, Claude oversees and manages all aspects of financial operations, including cost-control, risk management, price-determination, financing for expansion and relocation projects, financial reporting. He is also in charge of IT. He runs an international team of over 150 employees. Claude also led the development and promotion of a cost reduction plan that reduced company labor expenses by 30%.
Claude has been with the Dassault Group since 1994, and has served in all types of finance positions. He has an M Phil in Marketing and Strategy from Université Paris IX DAUPHINE and is a graduate from ESSEC, an MBA accredited Business School in France. Claude is fluent in French, and conversational in German. Claude was featured in the 3rd quarter 2014 issue of CFO Studio, in an article titled “Flying High”. He lives in New York City with his wife, Karyn.
Bill Flynn, CFO, Sharp Electronics
Bill Flynn joined Sharp in 2005 and has over 25 years of Accounting and Financial experience. He is currently Sr. VP/CFO for Sharp America’s operations and leads the finance, CIO, and facility organizations for Sharp in this region. Bill is actively involved with Sharp’s three primary businesses in the America’s Region: consumer electronics, document, and devices.
Michael Mardy, CFO, Tumi
Mr. Michael J. Mardy, also known as Mike, has been the Chief Financial Officer and Executive Vice President at Tumi Holdings, Inc. since July 2003 and serves as its Principal Accounting Officer. Mr. Mardy has been Senior Vice President and Chief Financial Officer of Tumi, Inc. since July 2003 and serves as its Chief Technology Officer. From 1996 to 2002, Mr. Mardy served as an Executive Vice President and Chief Financial Officer of Keystone Foods LLC, a global manufacturer of food products. From 1980 to 1996, he served in various positions with Nabisco, Inc., last serving as Senior Vice President and Chief Financial Officer of Nabisco Biscuit Company. Mr. Mardy serves as an Interim Chairman of TC Global, Inc. He served as an Interim Chairman of the Board at Green Mountain Coffee Roasters Inc. from May 2012 to December 12, 2012. He has been a Director of Tumi Holdings, Inc. since November 2011. He serves as a Director of ModusLink Corporation. He has been a Director of Green Mountain Coffee Roasters Inc. since April 3, 2007. Mr. Mardy also serves on the board of the Institute of Medicine and Public Health for New Jersey. He served as a Director of ModusLink Global Solutions, Inc. (formerly CMGI Inc.) since May 2003. Mr. Mardy is a Member of the American Institute of Certified Public Accountants, the New Jersey State Society of CPAs, and the Financial Executives Institute. Mr. Mardy graduated from Princeton University in 1970 with a B.A. in History and holds an M.B.A. in Accounting and Finance from Rutgers University in 1976.
Achieving Operating and Financial Efficiencies:
Reducing Risk in the Coming Real Estate Market
3:15 to 4:05 PM
This presentation will cover key economic and demographic drivers and their impact on the real estate marketplace nationally and locally. Presenters will discuss opportunities and challenges for business leaders in the current environment and provide their expert outlook regarding what to expect in the coming years. How should CFOs and CEOs be thinking about managing capital and operating spend, balancing cost pressures with the desire for flexibility, and positioning their real estate to drive talent and productivity to enable business objectives? What are the smart companies doing and what innovations and disruptions are changing the game? In this presentation you will hear how business strategies are flowing through to real estate and how real estate dynamics can impact your bottom line.
Benjamin Breslau, International Director, Americas Research, JLL
Mr. Breslau directs the overall activities of JLL’s Research team in the Americas. In addition, he is a member of the firm's Global Research Executive Committee, a select team of executives that leads the strategic direction of our 450+ member global research department covering 80 countries. Mr. Breslau is responsible for managing a team of 150 professional researchers analyzing commercial real estate at both macro and micro levels in the US, Canada, and Latin America. He sets the firm’s statistical and analytical methodology and oversees the delivery of the firm’s leading research publications and services to investor, occupier, and institutional clients. Mr. Breslau positions real estate markets within the broader context of economic, industry and demographic trends, and regularly presents the firm’s findings and insights directly to clients and at conferences. Mr. Breslau also plays a key role advising firm leadership and leading initiatives in the areas of data, analytics, and technology.
During his eighteen years in real estate research, first with Spaulding and Slye and now with JLL, Mr. Breslau has directed research programs for all major commercial property types at the local, national, and global levels. Mr. Breslau’s extensive experience also spans across industry sectors and direct work with investor, corporate, and public sector clients segments. He has elevated JLL’s industry-leading research capabilities with a focus on advanced analysis, insightful interpretation, and strategic application that has become a hallmark of the firm. Mr. Breslau has participated in and led many direct consulting assignments advising domestic and international clients on real estate market conditions, opportunities, and strategies. He has also held leadership positions and is a frequent expert speaker or panelist for many local and national industry associations including the Urban Land Institute.
Mr. Breslau received a B.A., Economics, Magna Cum Laude, from Emory University. His Civic Involvement & Accomplishments include Urban Land Institute (ULI) and Boston Business Journal 40 under 40.
Peter Riguardi, Chairman and President, New York Tri-State Region, JLL
As Chairman and President of the New York region for JLL, Peter Riguardi leads all operations for the company in the New York, New Jersey and Connecticut area. He is responsible for broadening the company’s New York platform by developing key client relationships, leading major projects, maintaining senior real estate industry contacts and political relationships, and recruiting new talent. He oversees a team of approximately 1,700 professionals in seven offices throughout the tri-state.
Prior to joining JLL in September 2002, Mr. Riguardi was Vice Chairman and Principal of Colliers ABR Inc., a company that he helped form in 1994. He started his real estate career at GVA Williams in 1983, where he was the youngest Senior Vice President in the firm’s history. During his twenty-eight year career in commercial real estate, he has been actively involved in several of the largest and most noteworthy transactions in metropolitan New York City. Mr. Riguardi is consistently ranked by the New York Observer as one of New York’s most influential real estate executives.
Verizon's Acquisition of AOL...a Plan
for Innovation and Success
4:15 to 5:05 PM
Hear Holly Hess, AOL Chief Financial Officer and former CFO of Verizon Wireless,
discuss the unique attributes of Verizon’s 2015 acquisition of AOL. As the SVP of Internal
Audit of Verizon at the time of the acquisition, Hess offers perspective on the evolution of the relationship between the two companies, and the corporate mindset behind transaction from both sides. Following the deal, Hess will speak to AOL’s future plans for innovation as a subsidiary of the wireless powerhouse.
Holly Hess, Executive Vice President and Chief Financial Officer, AOL
Holly Hess is Chief Financial Officer for AOL. She is responsible for all of AOL's finance functions, corporate strategy and corporate development. Prior to this, Hess led Verizon's Internal Audit organization, responsible for risk assessments and audits across the company.
Hess previously held a number of finance leadership positions in Verizon of increasing responsibility, including Treasurer, CFO of Verizon Wireless and CFO of Verizon Business. She also led the Operational Excellence & Process Transformation organization, responsible for identifying and implementing process improvements to drive efficiencies.
Hess also worked as a senior auditor at Price Waterhouse and Deloitte and Touche. She is a member of the Board of Directors of the Council for Economic Education. Hess holds a bachelor's degree in accounting from Miami University of Ohio and is a certified public accountant.
Cinco de Mayo Reception
CFO Innovation Awards Dinner & Ceremony
(In the event of inclement weather, the Dinner and Awards Ceremony will be held in the Toyota Club)
50 Yard Line
Business Development Partner
After Party Celebration
Music of Bruce Springsteen performed by Tramps Like Us
Bud Light Stage (Inclement weather - in Toyota Club)
At the CFO Innovation Conference, CFO Studio may photograph, videotape, or live stream all or any portion of all or some sessions and may use photographs, video, or live stream content for promotion and other purposes.