Agenda

2023 Agenda

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

2022 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

  
  Deal or No Deal: Financing Innovation

  When venture capitalists evaluate new opportunities, they look not only at the innovation itself, but also the management team, competitive landscape and financial markets.  Similarly, innovative companies seeking investment have to consider not only the partner to whom the pitch is being made, but also the firm, its investment committee and governance structure.  

  Matthew Rhodes-Kropf, managing partner at Tectonic Ventures and Visiting Associate Professor at MIT Sloan delves into the model of investment in new ventures including how investment committees interact with the creation of new firms.

  • Matthew Rhodes-Kropf (moderator) Visiting Associate Professor, Finance, MIT Sloan
• 9:00am – 9:30am
  Morning Fireside Chat

  
  The Inside Story

  In this fireside chat, we look forward to sitting down with David Zinsner, EVP and CFO, of Intel Corporation. Intel famously began as a company supplying chips “inside” computers, and has since expanded to powering data wherever it lives including edge computing, the cloud, 5G, AI, autonomous driving and more. Learn the strategies Intel uses to drive leadership in an increasingly smart and connected world.

  • Matthew Rhodes-Kropf (moderator) Visiting Associate Professor, Finance, MIT Sloan
  • David Zinsner Executive Vice President & Chief Financial Officer, Intel Corporation
• 9:30am – 10:00am
  Morning Keynote

  
  A Financial Plan for Healthy Living

  Every CFO needs a plan. Chris Johnson, Founder & Chief Executive Officer of On Target Living, is on a mission to transform your health. He has spent over 30 years researching and building optimal health and performance for individuals and corporations. In this Keynote, he will detail out a plan for taking incremental steps to healthy living. By applying his three pillars: EAT, REST, MOVE, Chris can help the CFO on their own plan as well as educate, engage, and inspire their teams and companies to do the same. Please join us for this engaging Keynote, and get motivated!

  • Chris Johnson Founder & Chief Executive Officer, On Target Living
• 10:00am – 10:30am
  Morning Coffee Break
• 10:30am – 11:30am
  Track 1 - Longevity

  
  Thinking Differently on Capital Raising and M&A

  Nobody’s perfect and no single capital strategy applies to all companies and organizations. Come learn from our CFOs on mix and match strategies, including everything from sale leasebacks to straight debt to equity opportunities.

  • Liz Wol (moderator) Partner, McKinsey & Company
  • Scott Almeida Chief Financial Officer, Recorded Future
  • Amanda Barbour Chief Financial Officer, Boston Dynamics
  • Joanne Cheng, SB ’99 Chief Financial Officer, Jellyfish
  • David Descoteaux Co-Head of Americas M&A, UBS Financial Services

  Track 2 - Impact

  
  The CFO Crossfit & Crossfunctional Teaming

  In today’s environment, it’s critical that the CFO’s finance team needs to cohabitate & lead cross functional teams.  Learn how to stretch and strengthen your finance team with the knowledge of partners across marketing, R&D, legal and more.

  • Craig Hilts (moderator) Partner, WilmerHale
  • Breht Feigh Chief Financial Officer, Lumeon
  • David Forlizzi Chief Financial Officer, Veracode
  • Greg Hanson Chief Financial Officer, Global Partners
  • Loretta Keane Chief Financial Office, Arcadia.io
• 11:30am – 12:15pm
  Luncheon Buffet
• 12:15pm – 1:15pm
  Luncheon Keynote Panel

  
  Leadership Lessons

  The importance of CFO leadership has never been more visible as we emerge from a world-wide pandemic and enter an environment of higher inflation and higher corporate expectations.  Learn how these CFOs generate a positive impact for their companies as they manage near-in events and execute on long-term goals.

  • Nina Trentmann (moderator) Bureau Chief, The Wall Street Journal
  • Anat Ashkenazi Executive Vice President & Chief Financial Officer, Eli Lilly and Company
  • Monish Patolawala Executive Vice President, Chief Financial and Transformation Officer, 3M
  • Ken Tanji Executive Vice President & Chief Financial Officer, Prudential Financial
• 1:30pm – 2:30pm
  Track 1 - Longevity

  
  Innovation Strategies in Volatile Times

  It’s easy to innovate in an exuberant economy when “risk on” is the dominant catchphrase. But, when risk aversion becomes the new mantra, smart leaders need new strategies for innovation.  Come join us to learn more about the latest & greatest technologies your finance organization needs.

  • Erin Scott (moderator) Senior Lecturer, Technological Innovation, Entrepreneurship & Strategic Management, MIT Sloan
  • Don Halsted Chief Financial Officer, Ionic Materials
  • Jason Quinn Chief Financial Officer & Chief Operating Officer, Vendr
  • Ashley Wall Chief Financial Officer, TeachTown

  Track 2 - Impact

  
  Effective Traits for CFO Impact

  Data, discipline and prioritization are important, but for real impact, successful CFOs know how to add humor, judgement and compassion.  This panel of leaders will share their best practices in becoming your best, well-rounded CFO.

  • Ankur Agrawal (moderator) Partner, McKinsey & Company
  • Scott Chandler Chief Financial Officer, Spindrift Beverage Company
  • Janelle Gorman Chief Financial Officer, York IE
  • Tom Graney Chief Executive Officer, Oxurion
  • Ed McGowan Executive Vice President & Chief Financial Officer, Akamai
• 2:30pm – 3:30pm
  Track 1 - Longevity

  
  New ESG Disclosure Rules and what has changed for Public & Private Companies

  The ESG Disclosure Simplification Act of 2021 will require public company CFOs to disclose ESG metrics and how those metrics impact long term performance.  But, the reality is that these SEC disclosures are going to roll down to private companies, suppliers to public companies, partners and all others in the business ecosystem.  Join us to learn more about the importance of this recent act and how it should gain momentum in your organization.

  • Maura Hodge (moderator) IMPACT ESG Audit Leader, KPMG US
  • Christine Albertelli, MBA ’97 Vice President, Treasurer & Chief Financial Officer, Draper
  • Richard Booth Chief Financial Officer, Definitive Healthcare
  • Derek D’Antilio Senior Vice President & Chief Financial Officer, Allegro MicroSystems
  • John Harris Chief Compliance Officer & Senior Vice President of Internal Audit, Clean Harbors

  Track 2 - Impact

  
  Talent Matters Most

  Every CFO in our network cares about recruiting, engaging and retaining the very best talent. Whether it’s attracting a new hire or developing internal candidates, creating new roles or fine-tuning others, how you work with your team is mission critical. These CFOs will share their best practices of what to do, and perhaps what not to do, across all aspects of the talent management life cycle

  • Andrea Spinelli (moderator) Managing Director, Protiviti
  • Ankur Agrawal Partner, McKinsey & Company
  • Cynthia Chu Chief Financial Officer & Growth Officer, Audible
  • Prathyusha Duraibabu Senior Vice President & Chief Financial Officer, Sangamo
  • Luis Felipe Visoso SVP & Chief Financial Officer, Unity Technologies
• 3:30pm – 4:00pm
  Coffee Break
• 4:00pm – 4:30pm
  Afternoon Fireside Chat

  
  AWS: A Monster Big Company inside a Corporate Titan

  Amazon has become synonymous with our everyday living. And AWS has become equally as important in the corporate universe both large and small.  Get the prime front-row seat into how AWS is driving excellence throughout its organization.

  • Charles Kane (moderator) Senior Lecturer, Technological Innovation, Entrepreneurship & Strategic Management, MIT Sloan
  • Richard Puccio Chief Financial Officer, Amazon Web Services (AWS)
• 4:30pm – 6:15pm
  Networking Reception

CPE Information