Agenda

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2024 Agenda

7:30am – 8:15am
Registration and Continental Breakfast
8:15am – 8:30am
Opening Remarks
- Jeremy Seidman is a Managing Director at UBS Financial Services, and joined UBS in 2015 after 10 years at Credit Suisse Private Bank, where he also served on Credit Suisse’s Advisory Council, a 14-person leadership team in the Private Bank.
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8:30am – 9:00am
Welcome to MIT Sloan CFO Summit

Culture matters. CFOs know a well-aligned corporate culture has a positive impact on every aspect of corporate health – from employee relations to customer success, financial metrics to market value. But how do you measure culture? Employee surveys were a great first step, offering ranked analyses and word cloud visualization. Today, however, AI has revolutionized our ability to analyze unstructured text and develop ‘fit-for-purpose’ elements of culture.

Learn how today’s financial executives can measure the extent to which an organization lives its core values and identify what drives mission critical outcomes.
- Donald Sull is a Professor of the Practice at the MIT Sloan School of Management, where he directs the Strategic Agility Project and the Culture 500. He teaches courses on competitive strategy and strategy execution. Prior to academia, he worked as a strategy consultant with McKinsey & Company, and as a management-investor with the leveraged buyout firm Clayton, Dubilier & Rice.
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9:00am – 9:30am
Morning Fireside Chat

Kenvue, formerly the consumer healthcare division of Johnson & Johnson, was spun out as an independent company in 2023 and today is the world’s largest pure-play consumer health company by revenue. Kenvue’s brands include Aveeno, BAND-AID, Listerine, Tylenol and more.

Learn how Kenvue CFO Paul Ruh leads this consumer health business with a north star of “everyday care meets scientific precision”, the biggest opportunities and challenges Kenvue faces as an independent company, and the culture of agility he instills to make product, operational, and financial decisions.

He’ll be led in conversation by Donald Sull, Professor of Practice, MIT Sloan School of Management.
- Donald Sull is a Professor of the Practice at the MIT Sloan School of Management, where he directs the Strategic Agility Project and the Culture 500. He teaches courses on competitive strategy and strategy execution. Prior to academia, he worked as a strategy consultant with McKinsey & Company, and as a management-investor with the leveraged buyout firm Clayton, Dubilier & Rice.
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- Paul Ruh is the Chief Financial Officer for Kenvue. He has more than 30 years of deep experience building global consumer brands and leading diverse teams through times of intense change. In his role as CFO, Paul helps establish and oversee corporate financial planning and reporting, tax, audit, treasury, investor relations and global shared services.
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9:30am – 10:00am
Morning Keynote

Join author, catalyst and executive coach Laura Gassner Otting for practical strategies to manage present and future opportunities. What comes after initial success? The next challenge.

Learn how to manage people, power and perspective between your past success and next accomplishment.
- Laura Gassner Otting inspires people to push past the doubt and indecision that keep great ideas in limbo by helping audiences think bigger and accept greater challenges that reach beyond their current, limited scope of belief. She delivers strategic thinking, well-honed wisdom, and perspective generated by decades of navigating change across the start-up, corporate, nonprofit, political, as well as philanthropic landscapes.
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10:00am – 10:30am
Morning Coffee Break
10:30am – 11:30am
Track I - Structural

Financial planning and analysis is the foundation upon which every company’s modeling, forecasting and budgeting are determined.

Learn the latest strategies and tactics for utilizing internal data, competitive intelligence and real-world experience to develop optimal capital allocation, near-in projects, upcoming goals and long-term strategy.
- Ryan Kenney is a Managing Director in KPMG’s Finance Transformation consulting practice. He assists CFOs and other senior executives in shaping and implementing their strategic vision, enhancing digital and analytical capabilities, and fostering a more agile and efficient organization.
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- Valerie Bauer Gore serves as Chief Financial Officer of Knack, a no-code software company. In this role, Valerie oversees finance, operations and people. Over the past 15 years, Valerie has held leadership and finance roles at various B2B SaaS companies with revenues ranging from $9M to $400M.
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- Ludovic Monchal is a seasoned finance executive with extensive experience in the software industry. He currently serves as the Chief Financial Officer for the Americas at Dassault Systèmes, a leading global software company specializing in 3D design, engineering, and simulation solutions. In this role, he oversees the company’s financial activities across the Americas, including financial planning and analysis, commercial finance, and expense management.
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- Doug Orsagh is the Vice president of Value Transformation at OneStream. Since coming to OneStream, Doug created and still runs a team that works with prospects and customers to understand the potential benefits delivered by the unique OneStream capabilities based on existing OneStream customers’ realized benefits. Prior to OneStream, Doug performed a similar function at Oracle for seven years.
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- Derek Warnick is Chief Financial Officer and co-founder of Electric Hydrogen, a company manufacturing the world’s most efficient and low cost electrolyzers to produce green hydrogen at truly global scale. Electric Hydrogen has 380 employees and has raised over $800M to date.
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Track II - Situational

Mergers and acquisitions are an integral aspect of the business landscape. Whether your company is positioning to be an acquiror or acquiree, or maybe evaluating the impact as those in your sector engage in M&A, it’s important to understand the full suite of available opportunities.
- Jeff Rudnicki is a Senior Partner in the Boston office. He is a leader in McKinsey’s M&A Practice and the global leader of the M&A capability building and performance service line. Jeff has spent 18 years in mergers and acquisitions in a number of roles. His focus is on end-to-end M&A from deal scans, to due diligence, to integrations.
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- Louis J. Arcudi III served as Amolyt Pharma’s Chief Financial Officer until recently. Louis joined Amolyt from Millendo Therapeutics, where he served as Chief Executive Officer since February 2021, and Chief Financial Officer prior to that. Prior to joining Millendo, he served as Senior Vice President of Operations and Chief Financial Officer at Idera Pharmaceuticals.
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- Shu Jiang is a seasoned finance executive with a strategic and operational focus, boasting experience in leading both publicly traded and private equity backed companies across industries such as technology and healthcare. She has a proven track record of building and leading a top-performing finance & operations team, demonstrating strong business acumen that consistently delivers significant results.
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- Mark Nasiff brings nearly 30 years of finance and operations experience to Lookout, most recently as VP Worldwide Sales Operations and Sales Finance at Brocade. In this role, he was responsible for all aspects of global sales and service operations, sales development, sales and marketing financial planning and analysis and revenue forecasting in this $2.5B operation.
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- Daniel O’Shaughnessy is the Chief Financial Officer of leading 3D printing company Formlabs. He joined Formlabs following his time with SharkNinja as Vice President of Finance, Treasury, Investor Relations and Controller. Prior to joining SharkNinja, Daniel was Vice President of Finance, Investor Relations and Treasurer at The Gymboree Corporation, and M&A diligence manager at PwC.
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11:30am – 12:00pm
Luncheon Buffet
12:15pm – 1:15pm
Luncheon Keynote Panel

CFOs provide valuable context for evaluating innovations and balancing practical considerations. Join our luncheon keynote for a conversation on embracing new technology, influencing employee success, managing financial health and planning for the future.
- Walden Siew is the bureau chief of The Wall Street Journal’s CFO Journal.
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- Noémie Heuland is Chief Financial Officer of Moody’s with responsibility for leading the global finance organization, including accounting and controllership, financial planning and analysis, financial systems, investor relations, strategic sourcing and procurement, and tax and treasury.
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- Don McGuire is the Chief Financial Officer at ADP. Appointed to the role in 2021, Don serves as the financial leader of the organization, overseeing all global financial operations including accounting and financial reporting.
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- Sarah Youngwood serves as Executive Vice President and Chief Financial Officer at Nasdaq. With more than 25 years of leadership experience in corporate finance, financial reporting, and investor relations, Sarah leads a global team responsible for Corporate Finance, Treasury, Financial Planning & Analysis, Investor Relations, ESG Reporting, Procurement, Real Estate, Facilities, and Security.
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1:30pm – 2:30pm
Track 1 - Structural

What’s the best way to organize your time, communicate with employees? Evaluate technology, drive revenue, manage your career? In this session we’ll cover CFO best practices from A to Z including assets and balance sheet management to zero balance emails.
- Andy West is global co-leader of McKinsey’s Strategy & Corporate Finance Practice, helping leaders and organizations accelerate sustainable and inclusive growth through strategy development, innovation, portfolio management, effective capital markets engagement and communications, IPOs, M&A, and divestitures.
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- Beth Clymer is the President of Finance, Strategy, and Administration at Canada Goose, the global performance luxury brand. She’s responsible for ensuring the critical functions of finance, human resources, legal, strategy and corporate development support and drive the business, while also providing strategic and operational counsel to the executive team. Before Canada Goose, Beth was the Chief Financial Officer at Jobcase, a social platform for hourly and front-line workers.
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- Kevin Messerle, based in Denver, CO, US, is currently a Chief Financial Officer at York Space Systems, bringing experience from previous roles at Summit Partners, Regiment Capital Advisors Lp, Davidson Kempner Capital Management and GE Capital.
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- Konstantin Popov is a senior leader with over two decades of experience driving transformational growth through strategic portfolio and labor financial management. As a Vice President at Cprime, following the acquisition of his company Vincerion in 2023, Konstantin helps organizations align IT spending, allocate resources effectively, and manage enterprise architecture to maximize ROI.
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- Renika Sehgal is Chief Financial Officer at Biofourmis, a global technology company enabling care delivery. She is a global senior financial executive with over 16+ years of experience in various industries including Healthcare, Infrastructure and Telecom.
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Track 2 - Situational

CFOs are on the technology front-line, alongside their Chief Technology Officers, including decisions on resource allocation, how best to fund and manage data security, analytics, cloud-based applications, technology debt and more.

Learn how to partner with your company’s CTO for optimal technology outcomes.
- Andrea Spinelli is a Managing Director of Business Performance Improvement in the Boston office of Protiviti, and leads the East Region Managed Business Services (MBS) practice. She has more than 22 years of experience in business performance improvement, specializing in finance optimization solutions including process design, re-engineering, shared services and managed business services.
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- As Chief Financial Officer at PG Forsta, Clemente Cohen leads the global financial organization and financial activities, including accounting and controllership, financial planning and analysis, tax, investor relations, internal audit, and treasury. He has over 25 years of international finance and operations management experience for Fortune 500 organizations across Latin America, Europe, and the U.S. Clemente most recently served as Chief Financial Officer at Lionbridge.
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- As chief financial officer (CFO), Teresa Kim is instrumental in helping to direct Duck Creek’s strategic transformation and optimizing our financial...
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- David Mann is Chief Financial Officer at SponsorUnited. He is at the helm of all financial activities, including Controllership, Financial Planning and Analysis (FP&A), Investor Relations, and Treasury. David has an impressive track record spanning more than 20 years in finance leadership roles. He also has demonstrated exceptional skill in guiding software-as-a-service (SaaS) companies through significant revenue growth and operational scaling.
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- Simone Nardi is G-P’s chief financial officer. Simone brings 25 years of experience in strategic planning, capital markets, business development, investor relations and change management with companies of various sizes, industries and complexities, both internationally and across the U.S. He has launched and scaled multiple global businesses and divisions in his career and served on several international boards.
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2:30pm – 3:30pm
Track 1 - Structural

Artificial intelligence is here to stay. Whether it’s helping approve expense reports or providing first-draft management reports, AI has entered the chat and is here to stay. Come learn from those at the forefront of this technological powerhouse.
- Belkis Vasquez-McCall is a Partner with McKinsey Digital, based out of the Southern California office. She leads the Firm’s Build by McKinsey capabilities in North America and is a global leader in our McKinsey Technology practice. Belkis has more than two decades of experience leading companies through major enterprise-wide transformation programs, including those affecting digital and engineering excellence.
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- Oliver Foley is the Chief Financial Officer at TrueCar, Inc. responsible for financial strategy, accounting operations, tax compliance and investor relations. Oliver has over 10 years of experience in senior corporate finance and strategy roles across several high-growth consumer brands, having joined the company from Flexcar, LLC, a leading vehicle-subscription business in the U.S., where he served as Head of Finance. While there he led the Finance and Accounting, Risk and Analytics teams.
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- Jim Hillier is the Chief Financial Officer at BitSight, where he oversees the company’s Global Accounting, Financial Planning & Analysis, Order Operations, Procurement, Revenue Operations, and Workplace Services Teams. With over 20 years of experience in the technology sector, Jim has held various finance leadership roles since 2013, following his tenure as an equity research analyst from 2000 to 2013.
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- Kevin Rhodes, CPA, serves as Executive Vice President and Chief Financial Officer at Extreme. He is responsible for financial planning and reporting with a focus on developing and implementing key strategies and initiatives that support Extreme’s continued growth and expansion.
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- Ariel Soiffer is a partner in WilmerHale’s Boston office, where he focuses on technology transactions and related advice. He was previously a manage...
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Track 2 - Situational

Capital is the lifeblood of business growth, essential for companies of all sizes and stages, whether private, VC-backed, or public. As a CFO, navigating capital management is crucial.

Join us for a dive into the strategic decisions CFOs face regarding debt vs. equity, managing banking relationships, optimizing balance sheet ratios, and more, all in the most volatile business climate of our lifetimes. Learn from industry leaders and peers about innovative approaches to capital management that can fuel your company’s success.
- Steve Pettigrew is a Managing Director and Global Head of Software Investment Banking Group at UBS. He has been a software investment banker in San ...
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- For the past 10 years, Jeff Bray has led finance teams at cybersecurity vendors in the public and private markets, including Semperis, Rapid7, Imprivata and Invicti Security, helping them grow into scalable software businesses. Jeff has been involved in multiple acquisitions and has managed more than $1 billion in capital markets transactions.
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- As GoDaddy’s Chief Financial Officer, Mark McCaffrey is responsible for the company’s accounting, finance, financial planning and analysis, tax, treasury procurement, investor relations and global real estate departments. Before joining GoDaddy Mark spent over 20 years holding various roles at PwC in the Technology, Media and Telecommunications (TMT) sector.
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- Kristian Pearson is Chief Financial Officer at Hyperice. He has been at Hyperice since 2020 when he was Vice President of Strategy. Prior to this, he was Chief Financial Officer at NormaTec.
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- Elizabeth (Betsy) Ward is the Chief Financial Officer of MassMutual, a leading mutual life insurance company with $500 billion in assets under management as of December 31, 2023. A member of MassMutual’s Executive Leadership Team, Betsy currently leads MassMutual’s financial organization including Controllers and Accounting, Financial Planning & Analysis, Corporate Tax, Corporate Actuarial and Business Analytics, Strategy, Corporate Development, and Consumer & Market Insights areas.
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3:30pm – 4:00pm
Coffee Break
4:00pm – 4:30pm
Afternoon Fireside Chat

Ziad T. Al-Murshed, MBA ’16, Executive Vice President & Chief Financial Officer, Saudi Aramco, shares the company’s approach to exploration, discovery and innovation stemming from Aramco’s role as caretakers of Saudi Arabia’s vast hydrocarbon resources.

The conversation will be led by Francis (Frank) O’Sullivan, Managing Director at S2G Ventures where he oversees the firm’s energy investing activities. Frank is also an adjunct faculty member at the MIT Sloan School and has previously served as the Director of Research for MIT’s Energy Initiative and as Co-Director of the MIT Electric Power System Center.
- Francis (Frank) O’Sullivan is a Managing Director at S2G Ventures where he oversees the firm’s energy investing activities. Frank is also an adjunct faculty member at the MIT Sloan School and has previously served as the Director of Research for MIT’s Energy Initiative and as Co-Director of the MIT Electric Power System Center. Earlier in his career Frank was a senior consultant at McKinsey & Company.
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- Ziad T. Al-Murshed has over 27 years of experience in the energy industry and became Executive Vice President and Chief Financial Officer of Saudi Aramco in May 2022. He was appointed Acting Service Line Head for Finance, Strategy & Development in July 2021. Previously, he had served as the Vice President of Fuels & Lubricants, the Vice President of International Operations, and the Vice President of Downstream Growth & Integration.
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4:30pm – 6:15pm
Networking Reception

CPE Information

Program level: Intermediate
Approved CPE: 7.5
Field of Study: Finance
Program Prerequisites: None
Advanced Preparation: None
Delivery Method: Live/Group

Learning Objectives:

Understand how today’s CFOs make decisions, convey those decisions with confidence, and manage with certainty
Learn how to weigh options, make choices and allocate both human and financial resources
Review the ways the equity market has evolved, including the role of technology, the evolution of shareholders and decisions made along the way
How to manage internal cyber security procedures and external data threats
Learn strategies on how to manage with conviction and maintain calm through times of uncertainty
The impact of near-in decisions on long-term results and vice versa

The CFO Leadership Council 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. For CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Agenda

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2024 Agenda

CPE Information

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