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FT CFO Dialogues USA

Identifying and defining NextGen finance leaders

New York |
Speakers include:
John D McCallion

John D McCallion

MetLife

Laura Bishop

Laura Bishop

USAA

David  Rosenberg

David Rosenberg

Gluskin Sheff + Associates

Overview

The US-China trade war and rising interest rates are weighing on growth in the world economy and making markets more volatile. The shadow of a recession is looming.  Corporate concerns over top-line performance are driving cost reduction.  Closing the employee skills gap, political dysfunction and rising employment costs are additional challenges.  As the new owners of data, CFOs have an unprecedented opportunity to add insight and value to the transformation of their enterprise’s digital agenda. Following the successful launch of the London event, the FT CFO Dialogues will take place in New York.  This thought leadership event is designed for CFOs and senior finance executives across all sectors in North America.

What role should the finance community play in navigating such uncertainty, managing risk and helping their organizations seize new opportunities?  How can CFOs ensure that external partnerships deliver value for the business and for shareholders?  How can they use their leadership role to maintain effective partnerships within the business and promote a culture of productivity?  How can finance teams balance optimising efficiency with delivering data insights and developing talent?

Join the FT and cross-sector CFOs and senior executives from the US business community, and take part in the conversation.

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fallback Add to my Calendar 09/17/2019 08:00:0009/17/2019 16:30:00trueFT CFO Dialogues USAThe US-China trade war and rising interest rates are weighing on growth in the world economy and making markets more volatile. The shadow of a recession is looming.  Corporate concerns over top-line performance are driving cost reduction.  Closing the employee skills gap, political dysfunction and rising employment costs are additional challenges.  As the new owners of data, CFOs have an unprecedented opportunity to add insight and value to the transformation of their enterprise’s digital agenda. Following the successful launch of the London event, the FT CFO Dialogues will take place in New York.  This thought leadership event is designed for CFOs and senior finance executives across all sectors in North America.What role should the finance community play in navigating such uncertainty, managing risk and helping their organizations seize new opportunities?  How can CFOs ensure that external partnerships deliver value for the business and for shareholders?  How can they use their leadership role to maintain effective partnerships within the business and promote a culture of productivity?  How can finance teams balance optimising efficiency with delivering data insights and developing talent?Join the FT and cross-sector CFOs and senior executives from the US business community, and take part in the conversation.FT-CFO-Dialogues-USA51161c55b9c15978432ce59a92a97f6dMM/DD/YYYY

Key highlights from London 2018

Key highlights from London 2018

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Agenda - 17th Sep

  • 8:00am
    Registration and networking
  • 9:00am
    Chair's opening remarks

    Andrew Edgecliffe-Johnson, US Business Editor, Financial Times

  • 9:05am
    Opening keynote interview: How to become an inspirational leader

    There are some shared leadership behaviours and attitudes between top CEOs and athletes which can ensure that the executives are uniquely placed to tackle and thrive even within the most challenging business environments. This live interview with the Allysa Seely will explore what it takes to become an inspirational leader.

    Allysa Seely, Three-time ITU Paratriathlon World Champion (2015, 2016, 2018) and 2016 Paralympic Gold Medalist

    Interviewed by: Andrew Edgecliffe-Johnson,​ US Business Editor, ​Financial Times

  • 9:30am
    FT Swamp Notes: Live from New York

    Political dysfunction and trade wars continue to disrupt the US markets.  As the rules of trade have completely changed, how can CFOs plan for what’s to come?  What are the most likely scenarios and timeframes regarding US-China relations?  How could a slowdown or recession affect bond markets and impact liquidity?  This high-level session dialogue will discuss the biggest themes driving US politics, business and markets today. 

    Swamp Notes, written twice a week by Ed Luce and Rana Foroohar, is the FT’s newsletter on money and power in America, capturing the stories behind the headlines in Washington and how they are resonating with the business community, from Wall Street to Silicon Valley. Rana brings their dialogue from the screen to the live stage to help CFOs understand the geopolitical and macroeconomic context in which their companies are operating.

    Guest speaker: David Rosenberg, Chief Economist and Strategist, Gluskin Sheff + Associates 

    In conversation with: Rana Foroohar, Global Business Columnist, Financial Times 

  • 10:10am
    Industry insight: Effectively navigating changing stakeholder metrics

    Investors are becoming more socially conscious.  They want to know the broader social impact of an organization when screening potential investments.  ESG values are expected to be demonstrated but there is little consensus on how to measure this.  Automation and social media have radically affected the speed of shareholder communication, and activism presents a threat.  This industry insight will discuss how CFOs can connect the dots to meet new non-financial reporting expectations, how they can balance interests of stakeholders, and how the finance function can measure,  track and communicate intangibles such as purpose or sustainability?

    Alison Fenton-Willock, Global ESG Head, Blackstone

    Fran Seegull, Executive Director, US Impact Investing Alliance

    Moderated by: Andrew Edgecliffe-Johnson,​ US Business Editor, ​Financial Times

  • 10:40am
    Networking break
  • 11:10am
    Leadership panel: Creating effective partnerships

    What do boards and CEOs expect of CFOs and how are their expectations changing?

    What should CFOs expect from their board and CEO?

    What does the board want the broader finance function to deliver?

    How can CFOs engage the board to support their digital agenda?

    How are the non-financial reporting demands on CFOs changing?

    How can CFOs and CEOs build effective partnerships to drive the strategy and balance short-term and long-term value creation?

    How can CFOs foster diversity and reskilling across the business?

    Joseph J. Wolk,​ Executive Vice President and CFO, ​Johnson & Johnson

    Jon Pruzan, Executive Vice President and CFO, Morgan Stanley

    Jeanmarie Desmond,​ CFO, DuPont

    Laura Bishop, Executive Vice President and CFO, USAA

    John D. McCallion, Executive Vice President, CFO and Treasurer, MetLife, Inc.

    Moderated by: Andrew Edgecliffe-Johnson,​ US Business Editor, ​Financial Times

  • 12:00pm
    Interactive sessions: Working groups
    1. Creating diverse finance teams     Facilitators:  Erin Bengtson-Olivieri, Managing Director and US Chief Financial Officer, Allianz Global Investors and Birgit Elchoueri, Chief of Staff, Allianz Global Corporate & Specialty North America
    2. How can AI benefits be maximised by finance teams?    Facilitators: Ravi Vazirani, Chief Financial Officer, Institutional Securities Group, Morgan Stanley and Amaresh Tripathy, Senior Vice President and Analytics Business Leader, Genpact
    3. The well-rounded CFO - What are the essential traits and characteristics in leading CFOs?   Facilitator:  Ankur Agrawal, Partner, McKinsey and Saurabh Kumar, Chief Financial Officer, Employer and Individual, UnitedHealthCare
    4. M&A - Portfolio management and the corporate development strategy   Facilitator:  Ade Patton, Chief Financial Officer, Turner Sports
    5. How to manage global supply chains in an age of trade tensions Facilitator: Elina Ribakova, Deputy Chief Economist, Institute of International Finance (IIF)
    6. How can NextGen finance leaders transform from navigators to co-pilots of their business?   Facilitator:  Ash Noah, Vice President and Managing Director, CGMA Learning, Education and Development, Association of International Certified Professional Accountants (AICPA) 
    7. Augmenting the finance function with data analytics    Facilitator:  Erica Gessert, Vice President, Financial Planning and Analytics, Paypal 
  • 1:00pm
    Lunch
  • 2:00pm
    CFO dialogue: Future Finance - What will the workforce look like?

    As automation challenges the traditional role of the finance function, requiring fewer people and different skills for which competition is intense, how can CFOs best create diverse teams with relevant skills?  

    What are the right skills for the future?

    How can talent metrics help assess the skills your team has and needs?

    How can finance teams manage a future workforce which is expected to include many more freelancers?

    How can you gauge when to retrain existing staff and when to recruit different people?

    How can CFOs influence their team culture and employee engagement?  

    How can the workforce be empowered to embrace change?  

    What are the leading tech companies recruiting for in finance?

    Kapil Chandra, Senior Partner, McKinsey

    Michael Eshoo, Vice President and CFO, Gas Power Systems, GE Power

    Alex Hopwood, Head of Decision Support Transformation, American Express

    Bryan Proctor, Senior Client Partner and Leading Member, CFO Practice, Korn Ferry

    Gunnar Wiedenfels, Chief Financial Officer, Discovery, Inc.

    Moderated by: Laura Noonan, US Banking Editor, Financial Times

  • 2:45pm
    Connected CFO dialogue: The role of the CFO in effectively owning data

    There has been a lack of investment overall into finance infrastructure since the financial crisis.  The majority of CFOs work in the same way they always have.  Yet CFOs are the new owners of data and need to provide insights which lead to recommendations for the business.  With big technology decisions looming, this session will explore how CFOs can prepare themselves for this role, how to work effectively with the CIO and lead across data and digital teams, how to use AI to assist with projections, and how to ensure the organisation accepts you in this new role.

    Ken Male, CEO, CXO Nexus

    Ken Tanji, Executive Vice President and CFO, Prudential Financial   

    Amy Shelly, Senior Vice President and CFO, Options Clearing Corporation (OCC)

    Amaresh Tripathy, Senior Vice President - Business leader, Analytics, Genpact

    Moderated by: Laura Noonan, US Banking Editor, Financial Times

  • 3:30pm
    Chair’s closing remarks and networking afternoon tea

    Laura Noonan, US Banking Editor, Financial Times

Speakers (26)

John D McCallion

John D McCallion

Executive Vice President, Chief Financial Officer and Treasurer
MetLife

John McCallion is executive vice president and chief financial officer of MetLife, Inc. In this role, he oversees all financial management matters, including financial reporting,
treasury, corporate actuarial, tax, investor relations and mergers and acquisitions. He also currently serves as the company’s interim Treasurer. McCallion served as MetLife’s treasurer from 2016 to 2018.
Prior to that, he was chief financial officer of MetLife’s EMEA (Europe, the Middle East and Africa) region, based in London, from 2012 -2016. In this role, he was responsible for all financial management matters for EMEA, including financial reporting and analysis, capital planning, pricing, actuarial, tax and risk management.
As MetLife’s head of investor relations from 2011 to 2012, McCallion managed and coordinated the presentation of the company’s financial results, messages and strategies to the analyst and investor community. He also previously served as vice president and chief financial officer of MetLife’s investments department, managing financial analysis and reporting for more than $450billion in investments.
McCallion joined MetLife in July 2006 after spending 10 years in PricewaterhouseCoopers’ insurance audit practice, where he worked with multinational and U.S. clients in the life and
property/casualty insurance industries.
McCallion earned a Bachelor of Science degree in accounting from Syracuse University and an MBA from the University of Pennsylvania, The Wharton School. He is a certified public
accountant and a member of the American Institute of Certified Public Accountants.

Laura Bishop

Laura Bishop

Executive Vice President and Chief Financial Officer
USAA

Laura Bishop is Executive Vice President and Chief Financial Officer of USAA. She joined USAA in 2001 as Assistant Vice President of Internal Audit and served in various senior executive roles in Corporate Treasury, Corporate Financial Planning, Corporate Finance, and Financial Strategy and Reporting before being named CFO.

Prior to joining USAA, Laura was senior vice president and CFO of Luby’s, Inc. She serves as vice chair of the USAA Risk Council and chair of the Board for USAA Capital Corporation and USAA Property Holdings, Inc.  She currently serves on the Board of Trustees for United Way of San Antonio and Bexar County; the Advisory Board of FM Global and as a member of the CFO Council: Fortune 250. She is a Certified Public Accountant in the state of Texas and holds a Bachelor of Business Administration in Accounting with Highest Honors from The University of Texas at Austin.

David  Rosenberg

David Rosenberg

Chief Economist and Strategist
Gluskin Sheff + Associates

David Rosenberg is the Chief Economist and Strategist at Gluskin Sheff + Associates with a focus on providing a top-down perspective to the firm’s investment process and Asset Mix Committee. Prior to joining Gluskin Sheff in 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto.

Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.

Joseph J.  Wolk

Joseph J. Wolk

Executive Vice President and Chief Financial Officer
Johnson & Johnson

Joseph J. Wolk (Joe) is the Executive Vice President and Chief Financial Officer for Johnson & Johnson. Joe serves as a member of the company’s Executive Committee, plays a strategic role in the overall management of the company, and leads the development and execution of the company’s global long-term financial strategy. Additionally, as a financial steward of Johnson & Johnson, Joe’s scope of responsibilities include driving competitive and profitable growth, generating sustainable cash flow, allocating capital to maximize value creation and managing risk across the entire enterprise.

Joe leads the worldwide Finance and Procurement organizations, which comprise approximately 7,500 colleagues around the globe. He assumed the role of Chief Financial Officer in July 2018 and has been with Johnson & Johnson for 20 years.

Prior to assuming his current duties, Joe was the Vice President of Investor Relations for Johnson & Johnson. In this role, he developed a winning strategy for building strong relationships with the investment community and disseminating Johnson & Johnson’s value creation narrative to all external financial stakeholders. During Joe’s tenure in this role, the Investor Relations function was regularly recognized by Institutional Investor as one of the best teams in the industry.

Prior to Investor Relations, Joe held a variety of senior leadership roles including: Vice President of Finance for the Pharmaceuticals Group, Vice President of Finance for the Medical Devices Global Supply Chain and Chief Financial Officer of the North America Pharmaceuticals Group.

Joe is an accomplished, Credo-based leader, and is passionate about talent development, driving innovation and community service. He is the executive sponsor of Johnson & Johnson’s Veterans Leadership Council, a champion of the Finance Leadership Development Program and a member of the CNBC Global CFO Council.

Joe holds a Bachelor of Science degree in Finance from St. Joseph’s University, where he currently serves on the Haub School of Business Board of Visitors, and a Juris Doctor degree from Temple University School of Law. He is also a Certified Public Accountant (CPA).

Jeanmarie  Desmond

Jeanmarie Desmond

Chief Financial Officer
DuPont

Jeanmarie Desmond is the Chief Financial Officer of the DuPont.  Prior to this, she was the co-controller and head of finance for the Specialty Products Division of DowDuPont, where she had been a key architect of the intended separation transactions while overseeing the division’s strategic planning, portfolio integration and financial reporting.

Prior to the merger of Dow and DuPont, Jean served as vice president and controller of DuPont a role she assumed in 2015. During her more than 25 years with the company, she has acquired substantial experience in finance leadership and operations, financial planning and analysis, tax, internal audit, accounting controls, risk management, mergers and acquisitions and investor relations.  

DuPont became an independent publicly-traded company upon the completion of the intended business separations of Dow and Corteva this year.

Jon Pruzan

Jon Pruzan

Chief Financial Officer
Morgan Stanley

Jon Pruzan is Executive Vice President and Chief Financial Officer of Morgan Stanley and Head of Corporate Strategy. He also serves as a member of the Firm’s Operating and Management Committees and as a member of the Morgan Stanley/MUFG Global Steering Committee. 

Prior to becoming CFO in 2015, Mr. Pruzan spent his entire career in Investment Banking focused on Financial Institutions, advising clients and governments globally on a broad range of issues including mergers and acquisitions, restructurings and capital raising. 

After joining the Firm in 1994, Mr. Pruzan served in a variety of roles in the Financial Institutions Group and was named Co-Head of the Global Financial Institutions Group in 2010. He was Co-Head of North America FIG M&A from 2008-2009 and was Head of the U.S. Bank Group from 2006-2008. Prior to joining the Firm, Mr. Pruzan was in the Financial Institutions Group at PaineWebber from 1990-1994.

Mr. Pruzan is Vice Chairman of the Board of Summer Search New York, a board member of the Peterson Institute for International Economics and a member of the Economic Club of New York. He received an undergraduate degree from Tufts University.

Ken Tanji

Ken Tanji

Executive Vice President and Chief Financial Officer
Prudential Financial

Ken Tanji is executive vice president and chief financial officer of Prudential Financial, Inc. He was appointed in December 2018 and oversees global financial management matters, including financial reporting, investor relations, treasury, tax, and corporate development.

Prior to this position, Mr Tanji was senior vice president and treasurer at Prudential Financial, Inc., where he was responsible for management of the company’s capital, liquidity, borrowing, and cash management. Prior to that, he served as chief financial officer of Prudential’s International businesses. In this position, he was responsible for the financial and actuarial management of Prudential’s International Insurance and Investment businesses operating in ten countries in Asia, South America, and Europe.

Previously, Mr Tanji was senior financial officer of Prudential Annuities, Prudential’s business representative for its retail brokerage joint venture with Wachovia Securities, vice president of Finance for Prudential’s asset management business and has held various positions with Prudential Securities’ Private Client and Debt Capital Markets Groups. He joined Prudential in 1988 with the group insurance and healthcare operation in Minneapolis.

He holds a bachelor’s degree in economics from Yale University, an MBA in finance from the University of Minnesota, and is a Chartered Financial Analyst.

Mr Tanji serves as Trustee and Treasurer for the New Jersey Institute for Social Justice. He also serves as Trustee and Treasurer for the Winston School of Short Hills.

Erin  Bengtson-Olivieri

Erin Bengtson-Olivieri

Managing Director and US Chief Financial Officer
Allianz Global Investors

Erin Bengtson-Olivieri is US Chief Financial Officer and a managing director with Allianz Global Investors, which she joined in 2014. She is the head of the firm’s US Finance team
and a member of the US Executive Committee. Ms. Bengtson-Olivieri has 27 years of investment-industry experience.
Before joining the firm, she was a managing director at Deutsche Bank, where she was most recently the Private Wealth Management CFO and the Private Wealth Management
Finance Global COO. Before that, Ms. Bengtson-Olivieri was the controller at D.E. Shaw and a manager at Grant Thornton.
She has a B.A. in accounting from Hofstra University.

Kapil  Chandra

Kapil Chandra

Senior Partner
McKinsey

As a senior partner in McKinsey’s London office, Kapil is the global leader of our Finance work and also leads the UK Insurance practice. His work focuses on financial and operational transformations for leading financial-services institutions, and he also serves clients in other sectors often on CFO-related topics.Kapil has advised financial institutions on a wide range of topics, including strategy, operating-model redesign, and financial planning. His recent projects include advising on a strategic and financial restructuring and a five-year plan for one of the largest financial institutions in the world, developing a long-term capital-allocation and strategic plan for a large global company embarking on M&A, and leading a global cost transformation effort at a major UK insurer.Before joining McKinsey, Kapil received his MBA from Harvard Business School, from which he graduated with high distinction as a Baker Scholar. He has a degree in PPE from the University of Oxford, where he was a Chevening Scholar, and a degree in economics from the University of Delhi, where he was awarded the President of India gold medal.

Amy Shelly

Amy Shelly

Senior Vice President and Chief Financial Officer
OCC (Options Clearing Corporation)

Amy C. Shelly is Chief Financial Officer at OCC, the world’s largest equity derivatives clearing organization. She oversees all Corporate Finance functions, including financial planning and analysis, capital management, liquidity planning, accounting operations, and strategic sourcing in addition to OCC’s facilities management and vendor management programs.
Amy has over 20 years of financial services management experience, including six years as CFO for Optiver U.S. LLC, a global market maker on major U.S. derivatives exchanges.
Prior to joining OCC in 2016, she was the interim CFO for a private equity portfolio company. From 2015 to 2016, she was a project manager for CF Industries, and in 2014, she served as interim CFO for Volant Holding LLC, a holding company with wholly-owned proprietary trading companies located in the U.S., Great Britain and Hong Kong.
Amy received her Bachelor of Business Administration in Accounting and Finance from St. Mary’s College.

Ade  Patton

Ade Patton

CFO
Turner Sports

Ade J. Patton currently serves as the CFO of Turner Sports and also oversees the Financial Planning and Analysis (FP&A) and Special Projects finance teams for WarnerMedia News &
Sports. Prior to this role, Ade served as the Senior Vice President of Corporate Finance, M&A and GTO at Turner Broadcasting.
Prior to Turner, Ade was an investor focusing on Media, Telecom, Cable and Internet for nearly 10 years most recently at Millennium Management, where he was a Senior Portfolio Manager and prior to that at Citadel Investment Group where he served as a Senior Research Analyst co-
managing the Media, Telecom and Cable market neutral equity portfolio.
Ade began his career at Bain & Company as a Strategy Consultant focusing on Technology, Consumer/Retail, and Business Services.
He holds a B.A. in Government from The University of Virginia, a J.D. from Harvard Law School, and an MBA from Harvard Business School.

Alison  Fenton-Willock

Alison Fenton-Willock

Vice President and Global Head of ESG
Blackstone

Alison Fenton-Willock is a Vice President and Blackstone’s Global Head of ESG. In this role, she leads the firm’s overall approach to Environmental, Social and Governance (“ESG”) issues that impact its investing activities. Ms. Fenton-Willock joined Blackstone’s Legal and Compliance department in 2016 and previously focused on private equity compliance.

Before joining Blackstone, Ms. Fenton-Willock was a Deputy General Counsel at Stifel Financial, and also previously worked at Barclays Capital and Davis Polk & Wardwell. She received a BBA in Accountancy from Baruch College, where she graduated magna cum laude, and a JD from NYU School of Law.

Saurabh  Kumar

Saurabh Kumar

Chief Financial Officer, Employer and Individual
UnitedHealthCare

Saurabh Kumar is the Chief Financial Officer for the Employer and Individual business segment within UnitedHealthCare. In this role, he has financial and strategic oversight over a $58B portfolio of diverse businesses including fully insured, self funded, dental, vision, hearing, short term and TPA.
Saurabh is on the board of Renai and Orthology, two venture stage startups focused on lowering the cost of care.
Previously, Saurabh was the CFO for the UnitedHealth Networks (UHN) team and the United Clinical Services (UCS) team. In addition, he also led the Total Cost of Care (TCOC) agenda for the UHG enterprise. Prior to that, Saurabh was market CFO at DaVita Medical Group (previously Healthcare Partners), a $5B fully globally capitated medical group. He was also Chief of Staff to President, Healthcare Partners and in addition, spent time with DaVita International advancing the growth agenda for the enterprise across the globe. Saurabh also led the corporate strategy team at Blue Cross Blue Shield of Michigan where he focused on growth, P&L improvement and corporate finance related initiatives.
Saurabh has an MBA from University of Michigan Ross School of Business and Bachelors in Technology in Industrial Engineering from Indian Institute of Technology Roorkee.

Rana Foroohar

Rana Foroohar

Global Business Columnist and Associate Editor
Financial Times

Rana Foroohar is Global Business Columnist and an Associate Editor at the Financial Times, based in New York. She is also CNN’s global economic analyst. Her book, Makers and Takers: The Rise of Finance and the Fall of American Business (Crown), about why the capital markets no longer support business, was shortlisted for the Financial Times McKinsey Book of the Year award in 2016.

Prior to joining the FT and CNN, Ms Foroohar spent six years at TIME, as an assistant managing editor and economic columnist. She previously spent 13 years at Newsweek, as an economic and foreign affairs editor and a foreign correspondent covering Europe and the Middle East. During that time, she was awarded the German Marshall Fund’s Peter Weitz Prize for transatlantic reporting. She has also received awards and fellowships from institutions such as the Johns Hopkins School of International Affairs and the East West Center. She is a life member of the Council on Foreign Relations.

Ravi  Vazirani

Ravi Vazirani

Chief Financial Officer, Institutional Securities Group
Morgan Stanley
Fran Seegull

Fran Seegull

Executive Director
US Impact Investing Alliance

Fran Seegull is the Executive Director of the US Impact Investing Alliance. The Alliance works to increase awareness of impact investing in the US, to foster deployment of impact capital across asset classes globally and to partner with stakeholders, including government, to build the impact investing ecosystem.
 
Fran was formerly the Chief Investment Officer at ImpactAssets where she headed investment management for The Giving Fund, an impact investing donor advised fund. She also oversaw product development and managed the Global Sustainable Agriculture and Microfinance Plus Notes.
 
Previously, Fran was Managing Director at Funk Ventures, an early-stage impact venture capital firm. She also served as Vice-President of Business Development at Novica, an online retailer of products made by artisans in developing economies.
 
She has a BS in economics from Barnard College and an MBA from Harvard Business School. She serves on the Investment Committee of Align Impact and on the Investment Advisory Committee of RSF Social Finance.

Ken  Male

Ken Male

CEO
CXO Nexus

Ken Male brings over 25 years of leadership positions in IT and Internet Research working across the C Suite. Ken has extensive experience advising G5000 leadership, institutional investors and management teams of vendors with fact-based, demand-side data. As Founder and CEO of TheInfoPro (acquired by 451 Group), the standard bearer for demand-side research in the IT industry, Ken and his teams delivered trusted, current and relevant data to IT leadership, with no spin or bias. Ken has also had leadership roles at Apptio, Jupiter and Gartner, and is an ongoing contributor to WSJ, Barrons, CNBC, Financial Times, Forbes, BusinessWeek, Fortune and Bloomberg, and delivers keynotes at key industry events, Board and management meetings. 

Gunnar  Wiedenfels

Gunnar Wiedenfels

Chief Financial Officer
Discovery Inc

As Chief Financial Officer, Gunnar Wiedenfels leads Discovery’s global financial functions and strategies, including all accounting, treasury, budgeting, tax and investor relations activities. Additionally, Gunnar serves on the executive team, contributing to the overall strategic direction and execution of the company.

He joined Discovery in April 2017, following seven years in executive management roles at ProSiebenSat.1 Media SE in Munich, Germany. In his most recent role as CFO, he was responsible for the broadcaster outperforming analyst expectations and strong shareholder value creation, including a 39% return in 2015. Under Wiedenfels, ProSiebenSat.1 was included in Germany’s DAX index of 30 largest listed companies by market capitalization in the country. Prior to his CFO role, he served as ProSieben’s Deputy CFO from 2014 to 2015 and Chief Group Controller from 2013 to 2015.

Before that, he worked as a management consultant and engagement manager at McKinsey & Company. Gunnar studied Business Informatics in Mannheim, and received his Ph.D.
from the RWTH Aachen University, both in Germany. 

Birgit  Elchoueri

Birgit Elchoueri

Chief of Staff
Allianz Global Corporate & Specialty North America

Birgit joined Allianz in 2009. In her role as Chief of Staff to the CEO of Allianz Global Corporate & Specialty North America, she is responsible for managing the CEO Office, and has oversight of the Corporate Communications & Marketing departments. Birgit’s responsibilities include planning and execution of strategic and critical path projects with cross divisional organizational boundaries and providing strategic support on effecting operational efficiencies and the implementation of insurtech innovation projects. Before joining Allianz, Birgit held senior executive level positions in the Global Markets Finance division of HSBC and Fortis Bank, and at the New York Branch of Landesbank Baden Württemberg. Birgit holds a Bachelor’s degree in International Business, a Master’s of Business Administration degree in Finance, a Doctoral degree in Management & Marketing from the Lubin School of Business at Pace University, and an Executive Coaching Certification from Columbia University.

Allysa  Seely

Allysa Seely

Three-time ITU Paratriathlon World Champion (2015, 2016, 2018)
2016 Paralympic Gold Medalist

A few weeks after Allysa raced her first Triathlon, she began to lose feeling in her legs. This marked the beginning of nearly two years of doctors, specialists and hospital stays. Allysa was diagnosed with Chiari 2 Malformation, Basilar Invagination and Ehlers Danlos Syndrome. The delay in diagnosis and treatment resulted in a traumatic brain injury and an incomplete spinal cord injury at 20 years old. Allysa was taken back for brain and spine surgery. It wasn’t likely she would walk without assistance. Allysa's determination served her well and after months of inpatient and outpatient, she crossed the finish line of the 2011 Collegiate National Championships, as the first ever athlete with a physical disability to do so. In August of 2013 the lasting effects of the neurological injury became harder to battle and her left leg below the knee had to be amputated. Since that time Allysa has competed all around the world. In 2016 she realized another dream as she became the first Paralympic Gold Medalist in Triathlon.

Allysa has been on a winning streak since her Gold Medal success in Rio. The reigning World Champion recently secured her sixth consecutive World Para Triathlon Series win in Yokohama Japan, dating back to her gold-medal performance a year ago on the same course.

Amaresh  Tripathy

Amaresh Tripathy

SVP & Analytics Business Leader
Genpact

Amaresh is SVP & Analytics Business Leader for Genpact. Until recently he was a Partner with PricrwaterhouseCoopers LLP, leading the firm’s Data and Analytics Consulting, and helped build a $500mm
business. In his last role, Amaresh informed business strategy relative to analytics, scaled analytics talent and offerings in management consulting across their verticals, and led the productization and commercialization of a portfolio of data based applications. Previously, Amaresh founded and co-led the Information and Analytics Practice for Diamond Management & Technology Consultants, and also serves as Adjunct Professor of Data Science
and Business Analytics at the University of North Carolina.
Amaresh has helped Fortune 500 companies in multiple industries (healthcare, retail and consumer, communications) to help define and implement their analytics and AI strategies and institutionalize data enabled decision making. He has led organizations to help embed analytics in their front, middle and back office functions and manage the change process.
Amaresh is a frequent speaker at industry conferences and has written papers on using predictive analytics, and institutionalizing evidence based decision making culture in organizations. He received his bachelor of engineering from the National Institute of Technology and has a graduate degree in Transportation Systems Engineering from the University of Texas-Austin.

Linda     Zukauckas

Linda Zukauckas

EVP, Business CFO Group & Deputy CFO
American Express

Linda is Executive Vice President and Deputy CFO of American Express (AXP). She leads all Business CFO activities globally with her team of 500 employees in over 10 markets. The team’s responsibilities include P&L management, investment analysis, deal support, and profitability analysis. Linda joined American Express in 2011 and her prior roles include
Corporate Controller, Chief Accounting Officer and Finance Leader for Global Tax.  Since its establishment in mid-2014, Linda has served on the Board of Directors of American Express Global Business Travel (GBT), a 50/50 JV between American Express and third-party investors. Linda is also a member of the Board of Directors of MTS Systems (NASDAQ: MTSC). From 2000 to 2011 Ms. Zukauckas held various senior finance roles at Ally Financial. Previously Linda held senior leadership roles at Deutsche Bank/Bankers Trust. She began her career at PricewaterhouseCoopers.Linda is the Chairman of the Board of Directors of Financial Executives International (FEI), the leading advocate for the views of corporate financial management.

Ash  Noah

Ash Noah

Managing Director, CGMA Learning, Education and Development
Association of International Certified Professional Accountants (AICPA)

Ash Noah - CPA, FCMA, CGMA, is Managing Director, CGMA Learning, Education and Development, at the Association of International Certified Professional Accountants. In this position, Ash leads the Research, Examinations and Product Development for the Management Accounting Unit. His primary responsibility is to ensure that the Association’s Finance Competency Framework, Syllabus, Examinations and Learning solutions are effective and remain relevant to the practice of Management Accounting.  Ash works closely with Finance Leaders globally, identifying the trends impacting the finance profession.
Ash was the CFO for the International Unit of TNT, A global express logistics provider and has led finance transformation in teams across 45 countries. He is a Chartered Global Management Accountant (CGMA), licensed US CPA and member of the American Institute of CPA’s (AICPA). He is also a Fellow of the Chartered Institute of Management Accountants (CIMA).

Erica  Gessert

Erica Gessert

Vice President, Financial Planning and Analytics
PayPal

Erica brings more than 20 years' experience to her role as Vice President, Financial Planning and Analytics at PayPal. Erica has lead the charge to create a single source of truth at PayPal, working to ensure the entire PayPal team has access to the data, analytics, systems and tools to make rational, rapid, fact-based decisions. Erica brings a depth of experience in strategic finance, investor relations, pricing and decision support and business development to her role.
In March 2017, Erica's role expanded to include management of all regional operational finance, with the CFOs of all regions reporting to her in an integrated operational finance function. total purview includes regional FP&A and controllership as well as central FP&A, strategic finance and corporate expense management. Global analytics also remains under Erica's management, including product, marketing, sales and business analytics. These teams provide actionable insights to create value through the analysis of new and existing experiences, campaigns and initiatives.

Ankur  Agrawal

Ankur Agrawal

Partner
McKinsey

Ankur Agrawal is a Partner in McKinsey’s New York Office. He is the leader of Strategy and Corporate Finance’s Americas CFO/Finance service line, and one of the leaders in McKinsey’s North America Healthcare Systems and Pharmaceutical and Medical Product Practices, with a focus and passion for counselling leading healthcare companies on strategy and corporate finance topics.

Since joining the firm in 2005, Ankur has worked deeply on finance functions, M&A and strategy topics across the healthcare value chain; he leads McKinsey’s work on CFO and CSO roles for healthcare companies. He has worked recently with several mid-size companies to help them with finance function transformations, financial planning re-design and finance re-organization efforts.

Ankur has also authored articles on a range of finance topics, including articles for McKinsey on finance on the CFO role, and finance talent.  He leads CFO and CSO round tables in North America and Co-leads McKinsey’s Finance Academy. His other experience includes: enterprise resource planning, performance management and budgeting redesign, as well as corporate Strategy and Commercial Transformation. 

He has an MBA from Harvard Business School, graduating as a Baker Scholar and a Loeb Fellow in finance. He also has a degree in Mechanical and Electrical Engineering from IRIM & EE India. Ankur was designated a Chartered Engineer from the Engineering Council, UK.

Elina  Ribakova

Elina Ribakova

Deputy Chief Economist
Institute of International Finance

Elina Ribakova is the Deputy Chief Economist at the Institute of International Finance. In addition, she is a Visiting Fellow at Bruegel. Her expertise is in financial markets, emerging economies and central banking.

She has had an extensive career in finance at Citigroup, Amundi (European asset manager), Avantium (Emerging Markets dedicated hedge fund) and most recently as Managing Director of Research at Deutsche Bank. Prior to that, she worked for nine years in policy making at the International Monetary Fund in Washington DC where she was involved in several programme countries in Europe, Asia and Africa. She studied Economics at the Stockholm School of Economics and completed her graduate studies at the University of Warwick in 1999. During 2015-16 she was a visiting fellow at the Institute of Global Affairs of the London School of Economics. She has published extensively including in academic journals and is a frequent contributor to Bloomberg, Sky News, the Financial Times, the Wall Street Journal, BBC and economic blogs such as Project Syndicate.

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Chaired by (2)

Laura Noonan

Laura Noonan

US Banking Editor
Financial Times

Laura Noonan is the FT’s US Banking Editor, having recently been the Investment Banking Correspondent, where she writes on some of the world’s biggest banks and on industry trends. Before joining the FT in 2015, she covered European banking for Reuters, and the Irish banking crisis for the Irish Independent. She is also a CFA charterholder.

Andrew Edgecliffe-Johnson

Andrew Edgecliffe-Johnson

US Business Editor
Financial Times

Andrew Edgecliffe-Johnson is the US Business Editor of the Financial Times, leading its reporting and analysis of US business in an age of populism, policy upheavals, unending technological change and shifting expectations of corporate America. He manages a team of corporate reporters, while writing news, analysis and commentary and helping develop new offerings for the FT’s core corporate audience. Until 2018, he was the FT’s US News Editor and an FT Assistant Editor, directing its coverage of and for the Americas and helping steer its strategic evolution from a print focus to a digital newsroom with growing impact in video, audio, social media, newsletter and data journalism. From 2005 to 2013, he was the FT’s Global Media Editor, leading its coverage of sectors ranging from the music and movie businesses to digital media and marketing.

In 21 years with the FT in New York and London, Mr Edgecliffe-Johnson has been Deputy News Editor, edited its management features section, covered mergers and acquisitions and US consumer industries, and written for the influential Lex column. A graduate of Cambridge University, he started his career at the Daily Telegraph in London and won the Newsbios “30 under 30” award for young financial journalists in 2000 and 2001. He often moderates FT Live events and other conferences and appears on television, radio, FT videos and FT podcasts.

Advisory Board (6)

Markus  Kobler

Markus Kobler

Global Chief Financial Officer
Allianz Global Investors

Markus Kobler is Global Chief Financial Officer for Allianz Global Investors and a member of its Global Executive Committee. He joined in 2013 from Bank Julius Baer and Co where he was Global Head of Onboarding and responsible for the transfer of clients and staff in the integration of Merrill Lynch International Wealth Management into Julius Baer.

Prior to this, Mr Kobler was COO Asia and Deputy CEO Bank Julius Baer, Singapore. Based in Singapore for more than six years, he was part of a team that set up Julius Baer’s operations in Asia. He was responsible for building the bank’s platform with two booking centres and oversaw the support functions including IT, Operations, Finance, Legal and Risk and HR. He also previously helped to coordinate the integration of SBC Wealth Management into the Julius Baer Group in 2005 and was in charge of the Business Line Management function of their Asset Management division.

He holds a PHD in Economics from the University of Basel in Switzerland.

Ankur  Agrawal

Ankur Agrawal

Partner
McKinsey

Ankur Agrawal is a Partner in McKinsey’s New York Office. He is the leader of Strategy and Corporate Finance’s Americas CFO/Finance service line, and one of the leaders in McKinsey’s North America Healthcare Systems and Pharmaceutical and Medical Product Practices, with a focus and passion for counselling leading healthcare companies on strategy and corporate finance topics.

Since joining the firm in 2005, Ankur has worked deeply on finance functions, M&A and strategy topics across the healthcare value chain; he leads McKinsey’s work on CFO and CSO roles for healthcare companies. He has worked recently with several mid-size companies to help them with finance function transformations, financial planning re-design and finance re-organization efforts.

Ankur has also authored articles on a range of finance topics, including articles for McKinsey on finance on the CFO role, and finance talent.  He leads CFO and CSO round tables in North America and Co-leads McKinsey’s Finance Academy. His other experience includes: enterprise resource planning, performance management and budgeting redesign, as well as corporate Strategy and Commercial Transformation. 

He has an MBA from Harvard Business School, graduating as a Baker Scholar and a Loeb Fellow in finance. He also has a degree in Mechanical and Electrical Engineering from IRIM & EE India. Ankur was designated a Chartered Engineer from the Engineering Council, UK.

Wendy Smith

Wendy Smith

Vice President - IPAT (Insights Planning Analytics and Technology)
Amazon

Wendy Smith is the Vice President - IPAT (Insights Planning Analytics and Technology) at Amazon.

Prior to this, she was the Chief Financial Officer for Kellogg's EMEA Region from 2015 - 2019. Before that, Ms Smith held senior finance positions in Johnson & Johnson and P&G including Chief Financial Officer for J&J's Consumer Division in the Asia Pacific Region. To date, she has held a range of senior positions in finance functions globally and in different regions across the world and has industry experiences in Consumer Products, Medical Devices, and Pharmaceuticals. 

As a finance professional, Ms Smith believes in the importance of Compliance, Business Partnering and People Development. Her primary focus and passion is in developing people, and being an active mentor and sponsor for many professionals in and outside of her company.

Peter Knag

Peter Knag

Executive Vice President and Chief Financial Officer
Turner

Peter Knag is Executive Vice President and Chief Financial Officer of Turner. He reports to Pascal Desroches, Chief Financial Officer, WarnerMedia and Turner Administrative Officer. Knag was previously the vice president of AT&T Inc. merger planning, leading financial planning and analysis for the AT&T/Time Warner integration process. Prior to that role, he was Managing Director of Corporate Development for AT&T Inc., where he led the management of client relationships, analysis, negotiation and execution of mergers, acquisitions, joint ventures, divestitures, and venture capital investments on behalf of AT&T and its affiliates worldwide. Knag joined AT&T in 1999 and led and executed more than $200 billion in transactions.

Prior to joining AT&T, Knag worked for Lehman Brothers and First Albany Corporation. Knag holds a Bachelor’s degree and a Master of Business Administration (MBA) from Southern Methodist University and is on the board of directors and treasurer of Vogel Alcove.   

Ken Tanji

Ken Tanji

Executive Vice President and Chief Financial Officer
Prudential Financial

Ken Tanji is executive vice president and chief financial officer of Prudential Financial, Inc. He was appointed in December 2018 and oversees global financial management matters, including financial reporting, investor relations, treasury, tax, and corporate development.

Prior to this position, Mr Tanji was senior vice president and treasurer at Prudential Financial, Inc., where he was responsible for management of the company’s capital, liquidity, borrowing, and cash management. Prior to that, he served as chief financial officer of Prudential’s International businesses. In this position, he was responsible for the financial and actuarial management of Prudential’s International Insurance and Investment businesses operating in ten countries in Asia, South America, and Europe.

Previously, Mr Tanji was senior financial officer of Prudential Annuities, Prudential’s business representative for its retail brokerage joint venture with Wachovia Securities, vice president of Finance for Prudential’s asset management business and has held various positions with Prudential Securities’ Private Client and Debt Capital Markets Groups. He joined Prudential in 1988 with the group insurance and healthcare operation in Minneapolis.

He holds a bachelor’s degree in economics from Yale University, an MBA in finance from the University of Minnesota, and is a Chartered Financial Analyst.

Mr Tanji serves as Trustee and Treasurer for the New Jersey Institute for Social Justice. He also serves as Trustee and Treasurer for the Winston School of Short Hills.

Andrew Edgecliffe-Johnson

Andrew Edgecliffe-Johnson

US Business Editor
Financial Times

Andrew Edgecliffe-Johnson is the US Business Editor of the Financial Times, leading its reporting and analysis of US business in an age of populism, policy upheavals, unending technological change and shifting expectations of corporate America. He manages a team of corporate reporters, while writing news, analysis and commentary and helping develop new offerings for the FT’s core corporate audience. Until 2018, he was the FT’s US News Editor and an FT Assistant Editor, directing its coverage of and for the Americas and helping steer its strategic evolution from a print focus to a digital newsroom with growing impact in video, audio, social media, newsletter and data journalism. From 2005 to 2013, he was the FT’s Global Media Editor, leading its coverage of sectors ranging from the music and movie businesses to digital media and marketing.

In 21 years with the FT in New York and London, Mr Edgecliffe-Johnson has been Deputy News Editor, edited its management features section, covered mergers and acquisitions and US consumer industries, and written for the influential Lex column. A graduate of Cambridge University, he started his career at the Daily Telegraph in London and won the Newsbios “30 under 30” award for young financial journalists in 2000 and 2001. He often moderates FT Live events and other conferences and appears on television, radio, FT videos and FT podcasts.

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Why attend

CFOs can expect to network with peers, meet senior FT journalists, debate the impact of broader economic, social and technological trends; and help raise their team’s game during a period of disruption. 

Senior finance executives will have the opportunity to attend alongside their CFO, network with peers, understand the interplay between different macroeconomic issues, and participate in interactive and pragmatic working group sessions as part of their progression towards a leadership role. An extensive post-event summary will be provided to all attendees after the event and will include a list of key points from the interactive working group sessions. 

Join the FT CFO Dialogues network to have access to news, articles and future opportunities!

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Who Attends

Complimentary places are available by invitation-only to cross-sector CFOs and senior finance executives (VPs - Finance, Finance Directors, Controllers, Group Treasurers, and Heads of Accounting) from North America. 

Each CFO will be invited to attend with 2 -3 members of their team to collectively explore the market trends, risks, challenges and opportunities that will impact their roles going forward.

The morning will provide high-level insights in the form of keynotes, interviews, dialogues and panel discussions, these will be followed by interactive working groups in the afternoon to provide actionable outcomes to take back to the office. 

If you meet the above criteria, we invite you to apply for VIP passes for you and your team here.

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Venue

The Westin New York at Times Square
270 West 43rd Street
New York NY 10036

United States of America

Tel: +1 212-201-2700

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ACCOMMODATION

We've set up a hotelmap which shows rates and live availability at a range of hotels convenient to the venue.

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Knowledge Partner (1)

McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. For over 90 years, our primary objective has been to serve as our clients' most trusted external advisor. With consultants in over 120 cities in more than 60 countries, across industries and functions, we bring unparalleled expertise to clients anywhere in the world. We work closely with teams at all levels of an organisation to shape winning strategies, mobilise for change, build capabilities and drive successful execution.

Supporting partner (1)

The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. It represents 657,000+ members and students in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues. With broad reach, rigor and resources, the Association advances the reputation, employability and quality of CPAs, CGMAs and accounting and finance professionals globally.

Lead sponsor (1)

Genpact (NYSE: G) is a global professional services firm that makes business transformation real. We drive digital-led innovation and digitally-enabled intelligent operations for our clients, guided by our experience running thousands of processes primarily for Global Fortune 500 companies. We think with design, dream in digital, and solve problems with data and analytics. Combining our expertise in end-to-end operations and our AI-based platform, Genpact Cora, we focus on the details – all 87,000+ of us. From New York to New Delhi and more than 25 countries in between, we connect every dot, reimagine every process, and reinvent companies’ ways of working. We know that reimagining each step from start to finish will create better business outcomes. Whatever it is, we’ll be there with you – accelerating digital transformation to create bold, lasting results – because transformation happens here.

Genpact began in 1997 as a business unit within General Electric. In January 2005, Genpact became an independent company to bring our process expertise and unique DNA in Lean management to clients beyond GE, and then in August 2007, we became a publicly-traded company. Bain Capital became Genpact’s largest shareholder in November 2012, with the strategic objective to grow the company further. Since December 31, 2005, we have expanded from 19,000+ employees and annual revenues of US$491.90 million to 80,000+ employees and annual revenues of US$2.74 billion as of December 31, 2017.

Associate Sponsor (1)

CXO Nexus applies AI and Machine Learning to the daunting tasks of classifying, standardizing, and normalizing vendor spend data. As an agnostic overlay to all Financial Systems, organizations can now control costs more effectively, manage their vendor relationships, and leverage a platform designed to enable collaboration across the business.

Media Partner (1)

Nikkei is a trusted media brand in Asia, known for its quality journalism and capability in providing business news and information. Founded as a market news media in Japan in 1876, Nikkei has grown to be one of the largest media conglomerates with 37 foreign editorial bureaus and approximately 1500 journalists worldwide, with another global media brand, the Financial Times, joining in our group in 2015. Nikkei is continually deploying new technology to find new ways to deliver news as a reliable source of information for the global community.

Contact us

Gregory Sutton
Delegate Acquisition Representative and Delegate Booking Enquiries
Financial Times
Simon Carkeek
Sponsorship Opportunities
Financial Times
Amy Brazewell
Head of Marketing - Core events
Financial Times
Tim Powell
Sponsorship Opportunities
Financial Times
Anna Jeffcoat
Speaking Opportunities
Financial Times

CPD Hours

This Summit is qualified to 6 CPD hours by The CPD Certification Service.

CPD

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