Getting It Right: How CFOs Unlock Value with Technology - DALLAS

Overview:   As margin pressures increase and competition continues to offer customers a greater set of options to choose from, automation and efficiency remain a critical focus for CFOs. As a result, CFOs must develop finance functions that include the best people, systems and tools that enable disparate teams and functions to share information and make connected, data-driven decisions in real time, in ways that influence profitable business decisions and that maximize shareholder value. 

Roundtable Series Focus:  Join your Peers & Partners as we gather to discuss and develop best practices on:
  • The processes CFOs can use to (1) continually identify material gaps in existing technologies being used, (2) assess new technologies, (3) model the potential return, (4) make timely investments, and (5) determine the impact on the enterprise’s customer experience, employee attraction and retention, and it’s cyber security position
  • How CFOs can identify the “tipping point” for changing over to a new technology based upon the users’ frustrations, competitive forces driving modernization and other internal and external factors
  • How CFOs can best overcome the pitfalls that occur when replacing current technologies and how CFOs can best make the case for change across the enterprises
Key Takeaways:
  1. How to most effectively evaluate key emerging technologies, make decisions about the optimum time to invest, and determine the people skills and processes required
  2. How to perform risk analysis for a change in technology 
  3. How to prepare for pitfalls in implementation, set and communicate expectations, and manage change across the enterprise
7:30 - 8:00 Networking Over Coffee
8:00 - 8:15 Breakfast + Heard on the Street/Heard in the Hallways 
8:15 - 8:55 CFO Spotlight Q&A facilitated by Nick Araco and special guests Jim Chamberlain, CFO of TechCXO, and Lynette Heil, CFO of Wealthstreet Investment Advisors
8:55 - 9:25 Roundtable Discussion
9:25 - 9:45 Group Share, Report Back 
9:45 - 10:05 Roundtable Summary, Key Takeaways, & What's Next 
10:05 - 10:30 Networking/Meet the Operating Team, Partners & Members of The CFO Alliance

3 CPE Credits in Technology

The CFO Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the Nationals Registry of CPE Sponsors through the website:


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When:  Jun 13, 2019 from 7:30 AM to 10:30 AM (CT)


Maggiano's Little Italy
205 NorthPark Center
Dallas, TX 75225


Deanna Tully