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Agenda / Track

Explore the comprehensive agenda that addresses the challenges most critical to CFOs and Finance leaders. Each track has a particular area of focus to help you deliver on what matters most to you and your organization. 

Maximize learning by attending as a team. Gain a much richer experience of the conference and save with our group rate discounts.

Monday, June 01, 2020 / 02:00 PM - 05:00 PM MST

Research Discussion: Mid-Size Enterprise CFO Performance Leadership – A Differentiation-Based Approach to Cost Optimization

Brook Selassie, VP, Advisory, Gartner

CFOs face declining returns on capital as they continue to fund aggressive growth agendas. Most CFOs will launch a cost optimization initiative to realign costs with these growth opportunities. In this session, CFOs will learn about an approach called cost differentiation, in which CFOs translate competitive differentiation into the cost structure through investment and cost cutting techniques, protecting the long-term sources of profitable growth. This session will provide an opportunity for peer-to-peer discussion and in-depth exploration of best-practice case examples showing how leading companies have implemented differentiation-based approaches to cost structure. (MSE CFOs Only).

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Monday, June 01, 2020 / 02:00 PM - 05:00 PM MST

Research Discussion: Large-Enterprise CFO Performance Leadership– A Differentiation-Based Approach to Cost Optimization

Dennis Gannon, VP, Advisory, Gartner

CFOs face declining returns on capital as they continue to fund aggressive growth agendas. Most CFOs will launch a cost optimization initiative to realign costs with these growth opportunities. In this session, CFOs will learn about an approach called cost differentiation, in which CFOs translate competitive differentiation into the cost structure through investment and cost cutting techniques, protecting the long-term sources of profitable growth. This session will provide an opportunity for peer-to-peer discussion and in-depth exploration of best-practice case examples showing how leading companies have implemented differentiation-based approaches to cost structure. (LE CFOs Only)

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 08:30 AM - 09:15 AM MST

Gartner Opening Keynote: Tomorrow’s Finance: Charting the Course to 2025

Dennis Gannon, VP, Advisory, Gartner

Uncertainty about the future state of Finance has never been higher: how will financial information be delivered to stakeholders? What work will be done by algorithms and software, and what will remain for humans? What opportunities will advancements in analytics bring, and how will those new opportunities co-exist with Finance’s evolving control and governance mandates? These questions are forcing Finance leaders to rethink the role of Finance at the most fundamental level.
Most executives struggle to identify exactly where and how Finance adds value in an ecosystem that is defined by siloed functional groups and an ill-defined mix of corporate and business-led activity. Progressive finance teams have realized that in an environment of continuous disruption, sustainable value only comes from a focus on your differentiated capabilities. And as the dynamics within corporations become as fast-paced and information-rich as those of external marketplaces, CFOs more than ever need to run their own functions according to these same principles. They must understand the not just the cost of providing services and products to the business, but the value of so doing relative to alternatives. They must not just understand, but anticipate and shape the evolving needs of the customers they serve. And more than anything, they must understand and build from their Finance team’s sources of comparative advantage: the places where the value of Finance’s involvement demands that involvement from Finance. The comparative advantages of their teams are where leaders find value that is truly differentiated from the other services and support the business might draw upon. Learn how progressive CFOs are charting a course for the future of Finance that is built around the advantages that their functions can uniquely provide to the organization.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 09:45 AM - 10:30 AM MST

The CFO's Strategy Execution Mandate

Brook Selassie, VP, Advisory, Gartner

C-Suite leaders cite slow strategy execution among their top challenge for 2019, with 70% expressing low confidence in their ability to solve the problem. Insufficient visibility and control, a firefighting mentality, excessive near-term operational concerns and change fatigue are among the top causes of strategy execution derailments. These challenges are exacerbated by increasing market complexity and speed — largely resulting from emerging digital trends — that are driving transformative business change. CFOs are well-positioned to support more complex cross-silo coordination throughout the execution process, resulting in better – and more timely -- mid-course corrections. 2020 will also force CFOs to contend with something not seen since 2009 — widespread risk of slowing growth rates. As this risk elevates, Finance Leaders look to accelerate strategy execution to prop up slow growth and overcome gaps from failed prior investments.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 10:45 AM - 11:45 AM MST

CFO Roundtable: Navigating the CFO-Board Dynamic (Organizations $3bn+)

Bryan Kurey, Practice Vice President, Gartner

It's not easy to build a constructive relationship with the Board. This session will help CFOs from larger companies ($3bn or more) learn from each other how they have fostered healthy board relationships that ensure that the CFO mandate focuses on translating short- and long-term business opportunities into profitable outcomes.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 10:45 AM - 11:45 AM MST

CFO Roundtable: How CFOs Develop Impactful Finance Teams (Small Enterprise)

Craig Risberg, VP, Advisory, Gartner

Only 13% of operational decisions are financially sound, which indicates Finance needs new competencies to impact decision making. This session provides examples of how leading CFOs from smaller companies support their team's upskilling needs to shift from reporting and order taking, towards impactful analysis and decision support.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 10:45 AM - 11:45 AM MST

CFO Roundtable: Navigating the CFO-Board Dynamic (Organizations <$3bn)

Dennis Gannon, VP, Advisory, Gartner

It's not easy to build a constructive relationship with the Board. This session will help CFOs from smaller companies ($3 billion or less) learn from each other how they have fostered healthy board relationships that ensure that the CFO mandate focuses on translating short- and long-term business opportunities into profitable outcomes.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 11:45 AM - 12:30 PM MST

Why The LRFP Hinders Competitive Advantage

Nancy Queally, VP, Advisory, Gartner

Organizations invest significant time in sub-optimal financial planning processes which fail to support enterprise strategy. Learn how organizations can better use planning processes to equip business leaders with critical financial information that lead to better business outcomes.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 12:30 PM - 01:30 PM MST

CFO Circle Networking Lunch

This luncheon is for CFO Circle participants. Tables are organized by topic and this is a great opportunity for you to network with your peers.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:00 PM - 03:00 PM MST

CFO Roundtable: A Risky Business — Business Continuity Planning

Brook Selassie, VP, Advisory, Gartner

The recent coronavirus outbreak has refocused executive attention on the importance of business continuity planning and the ever-present risks to stable financial growth in a volatile, interconnected world. What important lessons have CFOs drawn from the disruptions of the past decade, and what are they doing to ensure business continuity in today's risk landscape?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:00 PM - 03:00 PM MST

CFO Roundtable: Technology Funding Methods for Finance Leaders

Tim Raiswell, VP Analyst, Gartner

Cloud technology is accelerating the shift of IT funds from capital to operating budgets, where there is less transparency into project economics. Further, IT project management methods like Agile complicate funding and tracking dynamics. This session will cover different techniques attendees use to partner with IT to fund and monitor technology investments.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:15 PM - 02:45 PM MST

On A Wing And A Prayer: Why Stretch Targets Are Inherently Flawed

Nancy Queally, VP, Advisory, Gartner

Most organizations use stretch targets to drive superior business performance, but executives often underestimate the limits of how far the business can push. Learn how progressive organizations set meaningful stretch targets that are transparent, achievable and tied to long-term value creation.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 07:30 AM - 08:30 AM MST

Diversity and Inclusion (D&I) in Finance Breakfast

Leading finance team are embracing diversity because diversity and inclusion makes for better teams, better decisions and better business. At this breakfast, you'll join other colleagues who are champions for diversity, and inclusion hear the latest Gartner research and network.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:30 AM - 10:30 AM MST

CFO Roundtable: What Will Personally Effective CFOs Look Like in 2025? (Organizations $3bn+)

Dennis Gannon, VP, Advisory, Gartner

The role of the CFO has undergone dramatic transformation in just a generation, evolving beyond accountancy into a steward of enterprise performance. What changes lie ahead for the CFO role? What new direct reports and responsibilities can CFOs expect in the coming years? And where will the best CFOs focus their own time and energy to ensure a continuing personal impact?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:30 AM - 10:30 AM MST

CFO Roundtable: What Personally Effective CFOs Look Like in 2025 (Organizations <$3bn)

Craig Risberg, VP, Advisory, Gartner

The role of the CFO has undergone dramatic transformation in just a generation, evolving beyond accountancy into a steward of enterprise performance. What changes lie ahead for the CFO role in smaller companies? What new direct reports and responsibilities can CFOs expect in the coming years? And where will the best CFOs focus their own time and energy to ensure a continuing personal impact?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:45 AM - 10:30 AM MST

The CFO's Guide to Technology Funding

Tim Raiswell, VP Analyst, Gartner

Technology projects - largely due to the growth of project governance approaches - are very difficult to analyze upfront for cost / benefit projections. Scope creep leads to large cost overruns that obscure real project economics. CFOs need to upgrade their IT funding approach, adapting investment analytics, governance and project oversight to the new ways that technology creates value for the company.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:00 AM - 12:00 PM MST

CFO Roundtable: How CFOs Develop Impactful Finance Teams (Organizations $3bn+)

Alexander Bant, Practice Vice President, Gartner

Only 13% of operational decisions are financially sound, which indicates Finance needs new competencies to impact decision making. This session provides examples of how leading CFOs support their team's upskilling needs to shift from reporting and order taking, towards impactful analysis and decision support

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:00 AM - 12:00 PM MST

Roundtable: Approaches to Measure Customer Profitability

Grant Nelson, Sr Director Analyst, Gartner

The session will have discussion focused on the various ways to measure customer profitability.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:45 AM - 12:30 PM MST

Innovations in Investment Management

Tim Raiswell, VP Analyst, Gartner

Most companies have outgrown their investment management processes, leading to slower capital approval and missed growth opportunities. This session will examine how leading finance teams are innovating across growth investment management processes to fund multiple new investment types without trading off financial discipline.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:45 AM - 12:30 PM MST

Do We Pay for That? Compensation and Benefits Trends for 2020 and Beyond

Anna Krasniewska, Practice Vice President, Gartner

The workplace of 2020 can expect more volatility, increased diversity of expectations, and a fluid demographic of talent. Learn how compensation and benefits trends are expected to change to meet these divergent demands, based on employee preference data, potential trade-offs in the total rewards portfolio and organizational examples.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 12:30 PM - 01:30 PM MST

CFO Circle Lunch: What Is Culture?

Dr. Steve Robbins, Inclusion Expert, S.L. Robbins and Associates

This luncheon is for CFO Circle. Without understanding culture, we will have a difficult time understanding open- and closed-mindedness. Dr. Robbins quotes a famous sociologist to explain how culture plays a key role in how humans behave in a world full of differences. Culture also ties into the pursuit of inclusion and innovation, and it has everything to do with teamwork and leadership.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 02:45 PM MST

New Approaches to Sustainable Cost Reduction

Dennis Gannon, VP, Advisory, Gartner

Leading CFOs are creating always-on cost reduction as an opportunity for the business to transform internal operations and the customer experience. In this session, learn how leading CFOs are leveraging internal social dynamics to find and sustain cost reductions.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 02:45 PM MST

Ask the Expert: The CFO's Guide to Business Case Development

Tim Raiswell, VP Analyst, Gartner

Investment business cases have grown in volume but also diversity, wrong-footing many CFOs who are attempting to fight back by viewing the problem only from the standpoint of volumetrics. Having a single format for IT projects, R&D projects, core capex projects is predictive of a lower return on invested capital.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 03:00 PM MST

CFO Roundtable: Integrating Planning, Budgeting, and Forecasting

Nancy Queally, VP, Advisory, Gartner

Finance executives often express frustration with their planning, budgeting and forecasting processes. Many admit failure in their ability to adapt PBF to changing market conditions, increasing cost pressure and stakeholder demands for more frequent and accurate performance projections. Consequently, organizations are being forced to take a hard look at the degree to which PBF help drive better business decisions. Join your peers for a discussion on strategies for building integrated planning, budgeting and forecasting capabilities that lead to shorter process cycle times, improved collaboration across the business and provide better insight into performance.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 04:00 PM - 04:45 PM MST

How Cost Differentiation Enables Sustained Profitable Growth

Brook Selassie, VP, Advisory, Gartner

CFOs face declining returns on capital as they continue to fund aggressive growth agendas. Most CFOs will launch a cost optimization initiative to realign costs with these growth opportunities. In this session, CFOs will learn about an approach called cost differentiation, in which CFOs translate competitive differentiation into the cost structure through investment and cost cutting techniques, protecting the long-term sources of profitable growth.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 09:45 AM - 10:30 AM MST

Improve the Decision Readiness of Performance Data

Grant Nelson, Sr Director Analyst, Gartner

Learn why sufficient versions of the truth beats a single source of the truth when it comes to decision-ready data.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 11:45 AM - 12:30 PM MST

Developing a Strategy for Financial Management Applications

John Van Decker, VP Analyst, Gartner

FMS applications are rapidly changing and should be disrupting you current approach to application selection and upgrade. FMS strategies need to link to ERP strategies within your organization, forming the foundation for ERP, while ERP is also evolving to an enterprise business capabilities (EBC) platform. At first glance, the single vendor stacks are getting more convincing over a more best-of-breed approach, however, this may not be the silver-bullet for your organization now or within the next 3 to 5 years.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:00 PM - 03:00 PM MST

Roundtable: AI Possibilities in Finance

Nisha Bhandare, Sr Director Analyst, Gartner

With RPA, AI and ML, CFOs can gain productivity and train machines to teach and act like humans. Learn what companies are doing to infuse AI in their R2R, forecasting and shared services processes.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:15 PM - 02:45 PM MST

How New Technologies Can Optimize the Record-to-Report Process

Greg Leiter, Sr Director Analyst, Gartner

New financial management applications have become the beneficiaries of new technologies and applications. Accounting hubs provided a level of integration that were not possible two years ago. New artificial intelligence (AI) capabilities along with robotic process automation (RPA) are reducing the time need to close the books. Predictive analytics are making the financial management process more intelligent. This session will discuss how these new technologies are coming together, enabling an unprecedented opportunity for value.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 03:30 PM - 04:30 PM MST

Roundtable: How Do We Develop the Business Case to Move to the Cloud for Finance Applications?

John Van Decker, VP Analyst, Gartner

This roundtable discussion will delve into approaches organizations are taking to develop their Cloud business cases, to move from legacy on-premises solutions to more modern/digital solutions. Discussion will also include lessons learned and best practices on how to execute your project successfully, get maximum value and how to continue to improve.

● Gartner will share survey results and current trends in moving to the Cloud.

● Learn about the importance of re-engineering and how these should be used as process projects first.

● Learn from participants strategies for working with IT to obtain the optimal portfolio, leveraging either Cloud or hybrid approaches.

● How to build the business case.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 04:00 PM - 04:30 PM MST

Continuous Accounting Will Change the Definition of Finance

Nisha Bhandare, Sr Director Analyst, Gartner

As ERP’s continue to evolve to embrace digital technologies and broader data strategies, many finance professionals struggle to envision how they will operate. At the heart of these emerging concepts is the ability to have real-time data and continuous processing of financial transactions. These ideas will challenge how we think about the ClOs, how we manage controls and how we deliver actionable insights to our business partners. Exploring how finance will define its value when traditional processes become increasingly dynamic and “real time” is a peek into the future of finance that is not too distant.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 04:00 PM - 04:30 PM MST

Optimized Governance and Internal Control Over RPA

Hilary Richards, VP, Advisory, Gartner

88% of corporate controllers expect to implement RPA technology in finance by 2020, a 76% increase from 2018. While the maturity of governance over this technology and its impact on organizations’ internal control environments varies across organizations, this research will help Corporate Controllers identify opportunities to build efficiencies into important aspects of its RPA governance and controls approach — from monitoring, error handling and segregation of duties to RPA metrics reporting.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 04:00 PM - 04:45 PM MST

Ask the Expert: How Organizations Are Preparing for the Fourth Era of ERP and the Future of Applications

Paul Schenck, Sr Principal Analyst, Gartner

An interactive session that will discuss how organizations preparing for the fourth Era of ERP and the Future of Applications. Leading organizations are empowering business units to directly and actively participate in the design of their application experiences. CFOs have a role to play in supporting the development of applications from non-traditional sources outside of IT.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 04:35 PM - 04:55 PM MST

Magic Quadrant for Cloud ERP for Product-Centric Enterprises

Paul Schenck, Sr Principal Analyst, Gartner

This session will provide an overview of the Magic Quadrant for Cloud ERP for Product-Centric Enterprises. It will discuss the inclusion criteria and methodology as well as how to use the MQ to select your appropriate solution. Product-centric ERP is used for manufacturing and/or distribution and includes financial management functionality to track costs and produce financial statements.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 07:15 PM - 07:35 PM MST

Magic Quadrant for Cloud Core Financials

John Van Decker, VP Analyst, Gartner

In this session you will understand how Gartner defines the market for cloud core financials (COREFIN) and how vendor solutions are evaluated. We will discuss how a vendor qualifies for the MQ, year-over-year changes, and trends in the market.
i. What is the MQ for Cloud COREFIN and why you should care?
ii. How does solution maturity effect vendor position, how to select solutions based upon company-size and focus, and how/when to generate follow-up calls with an analyst?
iii. What are the trends in the market and how will the market change over time.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:20 AM - 09:40 AM MST

Magic Quadrant for Cloud Financial Planning and Analysis Solutions

Robert Anderson, VP Analyst, Gartner

● In this session you will understand how Gartner defines the market for cloud financial planning and analysis (FP&A) solutions and how vendor solutions are evaluated. We will discuss how a vendor qualifies for the MQ, year-over-year changes, and trends in the market:
i. What is the MQ for Cloud FP&A and why you should care?
ii. How does solution maturity effect vendor position, how to select solutions based upon company-size and focus, and how/when to generate follow-up calls with an analyst?
iii. What are trends in the market and how will the market change over time?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:30 AM - 10:30 AM MST

Roundtable: How Can Artificial Intelligence, Machine Learning and RPA Change Finance

Greg Leiter, Sr Director Analyst, Gartner

o This roundtable discussion will focus on the trends to leverage AI, ML and RPA within the enterprise. After a brief state setting by the analyst, organizations can share how they have or plan to leverage these critical digital technologies in the enterprise.
 How should an organization develop a strategy for these technologies along with enabling technologies that are being embedded in new cloud applications?
 How are use cases chosen and how should the organization plan for change management?
 In AI use-cases, are you willing to share your data with a vendor as they attempt to study through Data Science use-cases that can make processes efficient for all of their opt-in customers?
 How are organizations building the business case?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:45 AM - 10:30 AM MST

Capture Finance Shared Services Project Benefits Amid Rising Complexity

Sanjay Champaneri, Director, Advisory, Gartner

40% of process-heavy projects — projects most within shared services’ leaders control — are missing benefits expectations. To meet today’s cost pressures and goals, finance shared services leaders prioritize improving project benefits realization. This session will help leaders rethink their project management strategies, processes and talent, and how to improve benefits realization by adaptive project management methodology, Rigorous upfront planning, Agile project execution, amid today’s increasing internal and external environmental complexity.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:45 AM - 10:30 AM MST

Ask the Expert: Extended Planning and Analysis & How This Will Change Enterprise Planning

This ATE will focus on the trends to extend planning throughout the enterprise with common tools where possible. We will explore how XP&A is changing the planning solution landscape and how organizations are connecting operational planning and financial planning to enterprise planning models.
 Which organizations deploying planning solutions in a connected as well as disconnected paradigm?
 How can finance and IT influence the planning tool landscape in the enterprise?
 Can an organization save time and money while becoming more efficient in utilizing planning solutions that can extend beyond finance?
 How are organizations building the business case?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:45 AM - 10:30 AM MST

Ask the Expert: The Guiding Path to Self-Service Analytics

Grant Nelson, Sr Director Analyst, Gartner

Best practices in management reporting suggest that following a story arc amplifies the reports’ utility. By following a similar approach of “guided analytics,” financial data and analytics leaders amplify self-service BI and analytics tool adoption and usage.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:00 AM - 12:00 PM MST

CFO Roundtable: A New Mix of Work: Outsourcing, Automation and Retained Work

Hilary Richards, VP, Advisory, Gartner

Finance teams continue to explore innovative operating models that will help finance deliver against its unique areas of value and competitive advantage. What are the organizational strategies that are likely to be more successful given changes to talent pools and available technology? Are CFOs bypassing outsourcing in favor of low-cost automation? Have BPO capabilities evolved to take on new work? How have automation and/or outsourcing changed the nature of entry-level finance work?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 02:45 PM MST

Different Strokes for Different Folks: Choosing A Postmodern vs. Suite-Based Approaches to FMS

John Van Decker, VP Analyst, Gartner

A looming battle is shaping up on the horizon. Big stack vendors have started enticing organizations with “better together” approaches to modern financial management applications that increasingly challenge traditional post-modern strategy. Does this expanded choice provide opportunities for CFOs and their application leaders? What are the risks? How do you decide what approach to take? This session tells you everything you need to know and prepares you for making the “right choice.”

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 02:45 PM MST

Ask the Expert: The Future of the Accounting Close

Richard Ries, VP, Advisory, Gartner

A discussion on the most pertinent barriers to prioritizing process improvements for more sustainable close performance efficiency and accountability gains. Progressive organizations improve the close by focusing on efficiency and instilling a sense of discipline around the process. While many organizations address problem areas in the close cycle through one-time big-batch improvement initiatives and significant IT investments, leading organizations focus on making the process repeatable, accurate and efficient by proactively identifying issues that may impact the close.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 04:00 PM - 04:45 PM MST

What CFOs Need to Know About the 4th Era of ERP

Paul Schenck, Sr Principal Analyst, Gartner

The 4th Era of ERP is required to support the demand for new experiences projected by the future of applications. Funding will diffuse across the organization requiring a new approach to business engagement and governance. CFOs have a major role to play in ensuring proper funding is available and applied to maximize the potential gains from the "composable enterprise."

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 04:00 PM - 04:45 PM MST

How Finance can Drive Integrated Business Planning

Nisha Bhandare, Sr Director Analyst, Gartner

Learn whether IBP is right for your organization and how finance can bridge the gap and break down silos between operational planning and financial forecasts.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 09:45 AM - 10:30 AM MST

Digital Upskilling Lessons From Leading Finance Teams

Cliff Struhar, VP, Advisory, Gartner

69% of finance leaders say that improving training is not effective for closing the increasing digital skill gap. Training is either developing outdated competencies or forces changes on finance teams that are too aggressive. Leading finance teams achieve digital upskilling by bringing the entire finance team to a foundational level of digital skills and applying lessons from gamification to engage employees in building skills for the future.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 09:45 AM - 10:30 AM MST

Ask the Expert: How CFOs Can Prepare Their Finance Teams for ERP Implementation

Nisha Bhandare, Sr Director Analyst, Gartner

With cloud and AI embedded in the system, ERPs are becoming the core of finance transformation driving standardization in processes, activities and reorganization. Learn how CFOs can prepare their teams for this change.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 11:45 AM - 12:30 PM MST

The Drive From Good to Great Management Reporting

Grant Nelson, Sr Director Analyst, Gartner

Though FP&A leaders can be responsible for more than 200 types of analyses, distilling the story, context and insights into a concise management report perplexes many. Participants will learn how use strategy and risk to filter reporting content and structure management reports to inform and compel stakeholders to action.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:00 PM - 03:00 PM MST

Roundtable: Management Reporting — Pitfalls and Solutions

Grant Nelson, Sr Director Analyst, Gartner

The session will have discussion focused on current management reporting trials, tribulations and examples.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:15 PM - 02:45 PM MST

Overcoming Barriers to Adopting Advanced Analytics: Lessons from Early Adopters

Clement Christensen, Director, Advisory, Gartner

The use of advanced analytics in the finance function is expected to triple in the next three years. To ensure the smooth adoption of these new analytic tools, finance leaders must understand and anticipate potential barriers to adoption. Attend this session to learn more about these critical barriers and how to overcome them based on the approaches of early advanced analytics adopters.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 04:00 PM - 04:30 PM MST

Lead the Business to Make Sound Decisions with Information Navigation

Brook Selassie, VP, Advisory, Gartner

The advancement of digital technology has created both intense pressure for speed and a glut of easily-accessible information. Information overload leaves decision makers uncertain and overwhelmed—and unable to make sound decisions quickly. Providing additional data or insight will not help stakeholders who are already drowning in good information. Instead Finance executives must learn to apply the Information Navigator approach to help their stakeholders manage and make sense of the information they have already gathered.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:45 AM - 10:30 AM MST

Breaking Talent Dependencies Through Operational Design

Bryan Kurey, Practice Vice President, Gartner

Most companies are trying to hire or retrain staff to support their “digital business” ambitions, but they’re fighting for the best digital talent, making talent competition fierce. Training staff is long and time-consuming, while the shelf life of new digital skills gets shorter every year. If companies’ talent needs are a reflection of their operational and strategic decisions, can companies break talent dependencies by changing their operational decisions? What nontalent levers (e.g., role designs, structures and processes) can organizations use to relieve pressure on their talent gap?

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 09:45 AM - 10:30 AM MST

Combatting Employee Change Fatigue in Shared Services

Hilary Richards, VP, Advisory, Gartner

Learn the impact of employee change fatigue in shared services and what you as leaders can do to help employees become more resilient and adopt the changes required of them

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:00 AM - 12:00 PM MST

Government CFO Roundtable: Providing Accurate Reporting and Decision Information to Stakeholders

Clement Christensen, Director, Advisory, Gartner

Join your peers to discuss how they are taking steps to improve the accuracy and efficiency of reporting and giving stakeholders information that help them make better decisions.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:45 AM - 12:30 PM MST

Network-Driven Analytic Innovation

Richard Ries, VP, Advisory, Gartner

Despite significant investment in analytics at most organizations, few, if any, finance organizations have a strong plan for driving innovation through their analysis. Attend this session to learn how finance leaders can make better use of their advanced analytics capabilities by fostering a networked analytics environment.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 02:45 PM MST

Competencies for the Digital Finance Era

Alexander Bant, Practice Vice President, Gartner

As Finance transforms to a digital environment, Finance-specific competency models must evolve to ensure the presence of competencies which drive digital transformation success.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 03:00 PM MST

Roundtable: Identifying Opportunities to Deploy Advanced Analytics

Clement Christensen, Director, Advisory, Gartner

This roundtable session will discuss identifying opportunities to deploy advanced analytics.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 04:00 PM - 04:45 PM MST

Why Some Leaders Build Exceptional Talent — and Others Don't

Richard Ries, VP, Advisory, Gartner

Bad managers cost the average business $35 million every year. Most organizations train their managers to provide continuous feedback and coaching, but Gartner research shows this has a negative impact on employee performance. This session will show why your current approach to manager development is failing and the approach that you should take to build better managers.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 07:30 AM - 08:30 AM MST

Women in Finance Breakfast

Johanna Robinson, Practice Vice President, Gartner

This Women in Finance breakfast is an opportunity for all finance leaders to meet and network and support women in Finance. At this breakfast, you'll join other colleagues who are champions for diversity, hear the latest Gartner research and network.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 09:45 AM - 10:30 AM MST

Ensuring Outsourcing Partnership Success

Sanjay Champaneri, Director, Advisory, Gartner

Learn how others organize and structure teams for business partner outsourcing success, and proven ways for driving improvement and innovation on the part of the provider, enabling a win-win partnership.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 10:45 AM - 11:45 AM MST

Exclusive Elite Program Session

This exclusive session will provide you with an opportunity to gain a stronger understanding of how Gartner works with senior Finance leaders to execute their Mission-Critical Priorities confidently and successfully. This session you will also be joined by a member of our advisory team who will discuss how Gartner has supported clients Finance journey.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 10:45 AM - 11:45 AM MST

Roundtable: Stop Struggling With Digital Projects: Your New Workforce Strategies for Shared Services

Hilary Richards, VP, Advisory, Gartner

As digital technologies increasingly become embedded in process work, shared services leaders face two distinct challenges. First, they need to determine how to expand digital solution adoption by their employees, and secondly, they need to identify staff who would be good candidates to work on digital projects. This session will explore how leading shared services organizations solve both challenges by: 1) identifying digitally-capable and willing employees to influence peers to adopt new ways of working with digital solutions, and 2) enabling interested shared services staff to work on digital projects without undermining their daily responsibilities, i.e., core transaction processing.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 11:45 AM - 12:30 PM MST

The New Service Mix for Making Finance Indispensable to the Business

Craig Risberg, VP, Advisory, Gartner

The democratization of data, spread of self-service analytics, improved financial literacy in the business are eroding the value finance uniquely brings to the business.  Attend this session to learn how leading finance shops are reorienting Finance's service around its areas of unique strengths – Prescriptive Governance, which is based on judgment-based accounting and balance sheet knowledge.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 11:45 AM - 12:30 PM MST

Ask the Expert: Expanding Shared Services Beyond Finance Processes

Cliff Struhar, VP, Advisory, Gartner

As companies continue to experience cost, quality, and productivity improvements as a result of implementing shared services models in finance, many have expanded their scope to include HR, IT, and other functions. During this session, we will discuss what companies have done to expand shared services beyond finance and focus on the pros and cons of a Global Business Services delivery model.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 02:15 PM - 02:45 PM MST

Global Process Ownership – A Must Have Role

Cliff Struhar, VP, Advisory, Gartner

Learn the value of having a global process owner (GPO) role in shared services, the different models and responsibilities of a GPO and how to ensure their success in driving standardization and improvement of processes across the globe.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 03:30 PM - 04:30 PM MST

CFO Roundtable: New Roles for Finance (Organizations 3bn+)

Join this discussion with your peers to hear about new roles in Finance they are creating, hiring for or anticipate will be critical across the next few years.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 03:30 PM - 04:30 PM MST

CFO Roundtable: New Roles for Finance (Organizations <$3bn)

Join this discussion with your peers to hear about new roles in Finance they are creating, hiring for or anticipate will be critical across the next few years.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 03:30 PM - 04:30 PM MST

Roundtable: The Future of Service Delivery Models

Sanjay Champaneri, Director, Advisory, Gartner

How will service delivery models change over the next 5 years? With an ever increasing capability to centralize, standardize and automate finance processes, leaders question the right service delivery model for their organisations. From outsourcing, to setting up a captive shared service center, join this discussion to explore how your peers are sizing up this challenge.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Tuesday, June 02, 2020 / 04:00 PM - 04:30 PM MST

Analytics Centers of Excellence: Picking the Right Model for Your Organization

Clement Christensen, Director, Advisory, Gartner

A high performing analytics center of excellence (COE) is a critical tool for driving transformative analytics. While most analytics COEs' objectives are similar, their structures and organizing principles may vary according to business needs. Attend this session to learn about differing analytics COE models and understand which models may be best suited for your organization.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:45 AM - 12:30 PM MST

Leading Indicators That Your Finance Organization May Need a Redesign

Dennis Gannon, VP, Advisory, Gartner

In the digital era, where change is more frequent and unpredictable, CEOs cite outdated work processes and organizational structures as the two greatest impediments to managing their workforce for the future. However, before taking action, CFOs need to first understand what is — or could soon be — broken. In this session, we will identify leading indicators of organization design risk and discuss how finance executives should best respond.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 11:45 AM - 12:30 PM MST

Ask the Expert: How to Select the Right Pricing Model for Your Shared Services Organisation

Sanjay Champaneri, Director, Advisory, Gartner

There isn’t a single answer to the question, “How should I charge internal customers for the services offered?” Some organizations do not charge, while some use a simple allocation methodology. Others use elaborate activity-based costing to determine variable-based models. Join this session to learn how shared services organizations can choose from several pricing models, each offering a different degree of influence over business unit customers.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

Wednesday, June 03, 2020 / 02:00 PM - 02:45 PM MST

Shaping Finance Culture to Support Transformation

Craig Risberg, VP, Advisory, Gartner

Transformation initiatives are complicated, exciting, and challenging — and most are destined to fail. Among the numerous causes of transformation failure, cultural attitudes are the most common culprit. This session will explore how leaders can spot and address cultural tensions that put critical transformation projects at risk.

Please Note: based on availability and eligibility you may sign-up for this session via Conference Navigator after you register for this conference.

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