Tuesday, August 28

9:00 a.m. - 9:35 a.m.

Registration, Breakfast, and Networking

9:35 a.m. - 9:45 a.m.

Welcome Remarks


Omri Avdi, Business Development Executive, Grant Thornton LLP

9:45 a.m. - 10:15 a.m.

The Rise of Finance Analytics: Better Business Intelligence and Reporting

Predictive analytics has the power to analyze and measure financial data more effectively, which can lead to more accurate forecasts, greater efficiency, and more impactful decisions. This session will address the key issues for finance executives as they look for stronger business intelligence and forecasting tools, how to get started, and how to use prescriptive analytics to predict trends that will drive growth.


Ethan Rojhani, Partner, Risk Advisory Services, Grant Thornton

10:15 a.m. - 10:30 a.m.

New DNA of Finance

Finance organizations are under constant pressure to perform, comply, innovate, and embrace the digital era. The role of finance will continue to evolve as organizations make greater strides to drive business strategy and growth. In this session, Raj Patel, will discuss how to be a valued business partner that provides metrics, insight, analytics, and input in support of business strategies and decision making that lead to growth.


Raj Patel, Former Executive Director, Finance, Ingram Micro

10:30 a.m. - 10:50 a.m.

Networking Break

10:50 a.m. - 11:35 a.m.

Blockchain and Self-Driving Finance

As the foundation of crypto-currencies, blockchain has already played a vital role in next-generation finance tools. There is another aspect of blockchain that could prove to be even more influential though. As a technology that optimizes efficiency and accuracy of any transaction, blockchain applications are underpinning the growth of self-driving finance if they could be connected to the organization’s internal ledger. In this session, we will discuss how blockchain can solve problems with standardization, reliability, and compliance all at once, creating a transparent, reliable, universal standard to verify business transactions.


Damian Greco, Managing Partner, Promenade Capital Partners


Charles Curto, CFO, Utopi

Roberto Medrano, CEO, Beach View Capital

Morvareed Salehpour, Managing Partner, Salehpour Legal Consulting

Cliff Schenkhuizen, Partner, Fortium Partners, LP

11:35 a.m. - 12:35 p.m.

Networking Lunch

12:35 p.m. - 1:05 p.m.

Token Offerings: A New Investment Opportunity

The use of blockchain-based token offerings has exploded over the past two years. According to Coindesk, Initial Coin Offerings (ICOs) raised more money in the first quarter of 2018 than the whole of 2017 ($5.6B). Through July 2018, 942 ICOs have generated over $6.3B in early stage funding.  In 2017, the average amount raised was $12.7 million. On average, tokens have returned 12.8x the initial investment in dollar terms.*

Why would companies consider a token offering (ICO or STO) when traditional means of financing appear to provide all a company needs? Here’s why.  Tokenization fulfills two important goals for both investors and entrepreneurs: first, liquidity and second, the opportunity to raise substantial funds in a short period without many of the constraints of traditional financing.

While Investors benefit from the power to exit when they feel the time is ripe, business owners and entrepreneurs are empowered to access capital through a rapidly growing, global pool of accredited and non-accredited investors.


Steven Lehat, Regulatory Attorney & CEO, Validation World

1:05 p.m. - 1:50 p.m.

Does Finance Have a Competitive Tech Strategy

Growth is every company’s goal, and the pressure to support that growth weighs heavily on the CFO. Your tech strategy is just as important as your business strategy. However, IT strategies are frequently overlooked, and this can be water on your fueling growth. In this session we will discuss how to create a competitive tech strategy for your finance department that will have a significant impact on your immediate and future growth.


Scott Hamilton, President & CEO, Executive Next Practices Institute (ENP)


John Gallagher, CFO, MediaMix365

Sang H., Finance & Analytics, TINT

Harold Katz, ERP Business Systems Analyst, Oracle+Netsuite

1:50 p.m. - 2:35 p.m.

Today's M&A Etiquette

A merger or acquisition can be looked at like a marriage, if the two parties are not compatible, it will likely fail. In this session, we will discuss the importance of understanding and recognizing your own strengths and gaps, identifying a good cultural fit for the organization and the potential synergies, the importance of nonfinancial performance and disclosures, and overcoming integration challenges.


Mark Hartsell, President, CEO Advisor, Inc.

Austin King, Managing Director, Boustead Securities

Marc O'Brien, Vice President, Corum Group

2:35 p.m. - 2:40 p.m.

Closing Remarks

2:40 p.m. - 3:45 p.m.

Networking Happy Hour