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November 2, 2023 | New York, NY

Technology Transformation & The Strategic C-Suite

Chief financial officers need to change if they want to succeed. In a business environment marked by market disruption, geopolitical uncertainty and faster technological advances, CFOs now must drive business outcomes as well as assess financial positions. This Bloomberg Transformation Roadshow will take a deep dive into the ways finance executives can reinvent themselves and their departments from simple gatekeepers of funds and manager of budgets to critical strategic players embedded in every area of an organization’s business. The goal: to apply their data expertise to guiding critical decision-making and effective allocation of resources.

In short, CFOs must embrace the transformation mindset – a new focus on the processes, data, people and technologies that drive the entirety of a company’s operations. To succeed, CFOs must:

Enable effective integration between finance and non-finance data to meet the demands of an evolving technology landscape.
Leverage vast amounts of data—and not just financial data– to derive insights into business operations.
Engage other department heads, alliance partners and key stakeholders to encourage alignment on a shared vision.
Embrace a new management style that enables operational excellence throughout the organization.

The business and IT executives gathered for this live and virtual briefing will share their strategies for pairing a transformational mindset with the tools needed to create robust, efficient and effective outcomes throughout an organization.

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November 2 - Thursday

4:00 pm

Technology Transformation & The Strategic C-Suite - New York

3:30 PM EDT – Registration and Networking

4:00 PM EDT – Welcome Remarks

  • Lisa Mateo, Business Correspondent, Bloomberg

4:05 PM EDT – Opening Remarks

  • Monica Proothi, Partner, Global Finance Transformation, IBM Consulting

4:10 PM EDT – Harnessing a Data Explosion

Companies manage many types of data such as employee, customer, vendor, supply chain, marketing, sales, product and financial. Today, artificial intelligence, hybrid cloud computing and other new technologies are driving a whole new wave of external data. In this panel, finance and operating executives will discuss how they have leveraged their unique insight into data flow to win support for an expanded role within their organizations.

  • Iwao Fusillo, Global Head of Data & Analytics, eCommerce, PepsiCo
  • Gal Krubiner, Co-Founder & CEO, Pagaya
  • Moderator: Lynn Doan, Managing Editor, Europe & US East Technology & Global Cybersecurity, Bloomberg

4:35 PM EDT – Case Study: How Navistar is innovating for the future

Navistar CEO Mathias Carlbaum will sit down with IBM’s Rafi Ezry and Bloomberg Live Experiences’ Global Editor Mark Miller to share his company’s strategic transformation priorities around culture, leadership, processes and digitalization. Learn how Navistar is driving forward as it innovates for the future across its business functions, including operations, manufacturing, commercial, finance, people and culture, and IT.

  • Mathias Carlbaum, President & CEO, Navistar
  • Rafi Ezry, Managing Partner, US Industrial Market, IBM Consulting
  • Moderator: Mark Miller, Global Editor, Bloomberg Live Experiences

5:00 PM EDT – Embracing Enterprise-Wide Artificial Intelligence

Developing an AI strategy for organizations has become a critical component of C-suite decision making. One challenge: Managing the deluge of data generated by this emerging technology. In this panel, executives will describe how their organizations are implementing AI and creating strategies to cope with massive new data sets.

  • Jay DePaul, Chief Cybersecurity & Technology Risk Officer, Dun & Bradstreet
  • Karen Hanlon, Executive Vice President & Chief Operating Officer, Highmark Health
  • Satyan Parameswaran, President, Information Technology, UPS
  • Moderator: Lisa Mateo, Business Correspondent, Bloomberg

5:25 PM EDT – Case Study: The New Chief Financial Officer

In this one-on-one conversation, Tapestry’s Chief Financial & Operating Officer will explain how he led a company with a presence in over 75 countries and net income of $936 million in FY23 through a robust technology transformation.

  • Scott Roe, Chief Financial Officer & Chief Operating Officer, Tapestry
  • Moderator: Lisa Mateo, Business Correspondent, Bloomberg

5:45 PM EDT – Closing Remarks, Networking Reception Begins

Click here for real-time transcription of this session. Please excuse any typos. The final transcription will be available in this page after the event concludes.

Sponsor

IBM is a leading global hybrid cloud and AI, and business services provider. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Nearly 3,000 government and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM’s hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM’s breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and business services deliver open and flexible options to our clients. All of this is backed by IBM’s legendary commitment to trust, transparency, responsibility, inclusivity and service.