Agenda

2023 Agenda

• 7:30am – 8:15am
  Registration and Continental Breakfast
• 8:15am – 8:30am
  Opening Remarks

  • Jeremy Seidman, MBA ’03 Chair, MIT Sloan CFO Summit
• 8:30am – 9:00am
  Welcome to MIT Sloan CFO Summit

  
  Innovation: Distributing Results

  The path of technology is a double-edged sword – making our corporate roles easier and more seamless, but also undermining jobs through excessive automation, massive data collection, and intrusive surveillance. It doesn’t have to be this way, and the CFOs here have the power to balance this at their companies. Professor Simon Johnson delves into more detail during his keynote, and provides the vision needed to redirect innovation so it benefits the most employees.

  • Simon Johnson, PhD ’89 (moderator) Ronald A Kurtz Professor of Entrepreneurship, MIT Sloan
• 9:00am – 9:30am
  Morning Fireside Chat

  
  Fireside Chat with Joseph Wolk of Johnson & Johnson: Building a Finance Organization That Powers Health for Humanity

  In this fireside chat, we’ll hear from Joseph Wolk, Executive Vice President and Chief Financial Officer of Johnson & Johnson, in conversation with Simon Johnson from MIT Sloan, about the role the CFO and Finance organization play in 1) supporting the 137-year old Company’s continued evolution and leadership in healthcare, 2) focusing on continued investment in the business to ensure efficient and effective processes (e.g. A.I.) and 3) developing a strong capital allocation strategy that funds internal and external innovation to better address the complex challenges facing patients around the world.

  • Simon Johnson, PhD ’89 (moderator) Ronald A Kurtz Professor of Entrepreneurship, MIT Sloan
  • Joseph Wolk Executive Vice President & Chief Financial Officer, Johnson & Johnson
• 9:30am – 10:00am
  Morning Keynote

  
  How to Work with Almost Anyone

  Every working relationship can be better.  The people you manage.  The way collaboration happens with colleagues and peers.  How you connect with important prospects and key clients.  We say “Hi,” exchange pleasantries … and hope for the best.  The truth is it doesn’t have to be this way.  Michael Bungay Stanier shares a tested process that sets up working relationships for the best possible success.

  • Michael Bungay Stanier Author of best-selling books, The Coaching Habit and How to Work with Almost Anyone
• 10:00am – 10:30am
  Morning Coffee Break
• 10:30am – 11:30am
  Track I - Leveraging Results

  
  Driving Innovation

  Innovation is everywhere – from new technologies (hello ChatGPT) to new business frameworks (welcome ESG) – and CFOs are often at the forefront of deciding the trajectory of those technologies.  In this session we’ll learn how the CFO contributes to driving innovation, including when to be a first mover and when it may make sense to be a fast follower.

  • Ksenia Kaladiouk, MCP ’14 (moderator) Partner, McKinsey & Company
  • Dennis Fehr Global Chief Financial Officer, 6K Energy
  • Monalisa Shroff Chief Financial Officer, Freight Farms
  • Matt Skaruppa Chief Financial Officer, Duolingo
  • Saloni Varma Chief Financial Officer, Thorne HealthTech

  Track II - Delivering Capabilities

  
  Cash is still King

  In the realm of finance, with its increasingly complex rules and risk metrics, managing the basics remains of utmost importance.  Learn how these CFOs use foundational finance, including attention to basic banking, automated systems and accounting measures, to position their companies for success.  We’ll review cash optimization, funding strategies, and more.

  • Jeff Dykstra (moderator) Principal, KPMG US
  • Chris Caprio Chief Financial Officer, Focus Technology
  • Kelly MacDonald Chief Financial Officer, Dynavax
  • Dustin Pederson Chief Financial Officer, Locus Robotics
  • Jason Quinn Chief Financial Officer & Chief Operating Officer, Vendr
• 11:30am – 12:00pm
  Luncheon Buffet
• 12:15pm – 1:15pm
  Luncheon Keynote Panel

  
  Leadership Lessons

  The importance of CFO leadership has never been more visible as today.  Learn how these CFOs deliver results for their companies as they manage near-in events and execute on long-term goals.

  • Nina Trentmann (moderator) Corporate Finance Team Leader, Bloomberg News
  • Carolina Dybeck Happe Senior Vice President & former Chief Financial Officer, GE
  • Dan Janki Chief Financial Officer, Delta
  • Greg Lewis Senior Vice President & CFO, Honeywell
• 1:30pm – 2:30pm
  Track 1 - Leveraging Results

  
  Successful M&A: Managing Transactions and Market Cycles

  CFOs hold an important role in the mechanics of ensuring a successful merger or acquisition, but also in the decision making that leads up to, and follows, a deal. More than ever before, with the economy cycling through stages of strength and slowdown, financial executives must lead with vision, execute with precision and ensure appropriate value capture. We’ll hear from CFOs experienced in leading through deals, including acquirors and acquirees.

  • Liz Wol (moderator) Partner, McKinsey & Company
  • Andrew Bonnes Partner, WilmerHale
  • Paul Mozak Executive Vice President & Chief Financial Officer, Blue Cross Blue Shield of Michigan
  • Josias Pontes Former Chief Financial Officer, Sigilon Therapeutics
  • Alex Triplett Chief Financial Officer & Chief Operating Officer, Appfire

  Track 2 - Delivering Capabilities:

  
  The Customer-Centric CFO

  The customer experience is vital to the success of every company. In this session, CFOs will share how they interact with customers and incorporate those insights into strategic planning, financial decision-making and resource allocation.

  • Sinclair Ridley-Thomas (moderator) Managing Director, UBS Financial Services Inc
  • Chantelle Breithaupt Chief Financial Officer, Aspen Technology
  • Nathan Gooden Chief Financial Officer, SquareSpace
  • Timothy Mammen Chief Financial Officer and Senior Vice President, IPG Photonics Corporation
  • Chris Sands Chief Financial Officer, IntelyCare
• 2:30pm – 3:30pm
  Track 1 - Leveraging Results

  
  Balancing Risks, Rewards and Results

  Different economic times require different risk assessment and management skills. Changes in the banking landscape, technology resources, regulatory environment and market sentiment all have an impact on company operations. How does the CFO manage this new economy? Learn what CFOs are seeing “in the wild” when it comes to managing risks and rewards as they consider future results.

  • John Carrier (moderator) Senior Lecturer, System Dynamics, MIT Sloan
  • Peter Banat Chief Financial Officer, Bay State Milling
  • Daniel Berger SVP, Head of Tax Insurance, Lockton
  • David Chavez Senior Vice President & Chief Financial Officer, Shared Services, CVS Health
  • Sarah Romano Chief Financial Officer, First Wave BioPharma, Inc.

  Track 2 - Delivering Capabilities

  
  Talent in the Finance Function

  The finance function encompasses a myriad of expertise from controls to reporting, automating to analyzing, and interpreting to forecasting.  In addition, CFOs must be able to work independently and collaboratively within and across business units.  Learn how to attract, train, and retain the right talent for your company, including roles and function.

  • Ankur Agrawal (moderator) Partner, McKinsey & Company
  • Kate Bueker, MBA ’98 Chief Financial Officer, HubSpot
  • Kim Dodge Former Chief Financial Officer, Ibex Medical Analytics
  • Ravi Ragnauth Partner, Chief Financial Officer, Berkshire Residential Investments
  • Andrea Spinelli Managing Director, Protiviti
• 3:30pm – 4:00pm
  Coffee Break
• 4:00pm – 4:30pm
  Afternoon Fireside Chat

  
  The Diversified CFO: From CVS to Lowes to Pfizer

  No company has been busier these last few years than Pfizer.  And no CFO has had a more unique trajectory than David Denton of Pfizer.  In this fireside chat, learn how David approaches these many changes and continues to stay rooted in what’s most important.

  • Jonathan Fleming Senior Lecturer, Trust Center for MIT Entrepreneurship
  • David Denton Chief Financial Officer & Executive Vice President, Pfizer Inc.
• 4:30pm – 6:15pm
  Networking Reception

  Join Oracle NetSuite at our golf themed cocktail reception! There will be a golf simulator to help you improve your swing, as well as featured items from some of NetSuite’s top customers in the game.

CPE Information