Schedule


“I have been attending the Financial Executive and Internal Auditing Conference for the last 10 years. I find it to be highly rewarding. The networking with peers and vendor partners is invaluable. The FMI conference is a great value when comparing cost and knowledge gained.” Bill Naughton, Corporate Audit Director, SpartanNash.

  • Key:
  • General Session
  • Breakout Session
  • Other Activities

1:00 PM - 4:30 PM

MrExcel Workshop * $50.00 fee

You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? Learn cool secrets and tricks lurking in Excel. Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!). Clean bad data using Power Query. Pivot your data on a map. See a preview of new dynamic formulas coming in 2019 to Excel. Jelen promises, “If you use Excel 20 hours per week, you will save 50 hours each year by attending this seminar!”.

Participants in the session will receive a copy of Jelen’s book, MrExcel LIVe - 54 Greatest Excel Tips of All Time, a book written to accompany the live seminar.

Speakers:

5:00 PM - 6:30 PM

Welcome Happy Hour (Offsite)

7:00 AM - 7:50 AM

Breakfast

7:50 AM - 9:00 AM

JOLT: Espresso Shots of Business Wisdom

Just like an espresso shot will add a jolt to your morning, Moore, will jolt your business thinking. He’ll upend how you view “branding” because, as he explains, the greatest brands never begin with the intention of being a great brand, and he will demystify the innovation imperative by explaining how being visionary is not predicting the future, it’s reacting to the present. Using examples of established and emerging brands, his advice will help reinvigorate businesses to survive and grow in any economic climate.

Speakers:
  • John Moore - Branding Expert and Marketing Mastermind, Starbucks and Whole Foods

9:00 AM - 10:00 AM

Industry Trends

Speakers:
  • Scott Moses - Managing Director, Head-Food Retail & restaurant Investment Banking, PJ Solomon

10:00 AM - 10:30 AM

Networking Break

10:30 AM - 11:30 AM

Internal Audit - AML/Anti-Fraud Audits - What you need to know

Speakers:
  • Leonor Mata - Strategic Account Compliance Advisor
  • Valdis Undiks - Strategic Account Compliance Advisor, Western Union Compliance

10:30 AM - 11:30 AM

Financial Executive - APT Analytics

11:30 AM - 12:30 PM

Digital controllership: Are you optimizing the value of your controllership function?

Next-gen controllership functions strategically leverage technology to improve operational performance, insightfulness, and risk intelligence across the enterprise. In this session, we’ll discuss how to navigate the digital transformation within your controllership function including in positioning foundational ERP, deploying process automation (such as RPA) and using the analytics and insights derived to deliver value to the greater organization. 

Speakers:
  • Oscar Nunes - Senior Manager, Risk & Financial Advisory, Deloitte & Touche LLP

12:30 PM - 2:00 PM

Lunch

Sponsored by NCH Marketing

2:00 PM - 3:00 PM

IDEA EXCHANGE (Retailer & Wholesaler Only)

Both Financial Executive and Internal Audit

Join in a lively discussion about the issues and challenges that keep financial executives in the food retail business up at night. Get ideas, swap best practices, share your pain points and connect with your finance peers during our most popular session.

3:00 PM - 4:00 PM

Financial Executive - Margins

3:00 PM - 4:00 PM

Internal Audit - Shrink Metrics

4:00 PM - 4:30 PM

Networking Break

4:30 PM - 5:30 PM

Payment Disruption

Speakers:
  • Kim Ford - Head of Global Government Affairs, First Data

5:30 PM - 7:00 PM

Happy Hour

7:00 AM - 7:50 AM

Breakfast

7:50 AM - 9:00 AM

R4: Relevance & Resonance in the Retail Revolution

Relevance is about appealing to the head.  Resonance is about appealing to the heart.  For retailers of any kind to survive in a cutthroat and crowded environment, they must achieve both, which requires figuring out where to place strategic and investment bets.  Kevin Coupe, “Content Guy” for the respected and influential business blog, MorningNewsBeat.com, returns to the FMI Financial Executives Conference  to help us see the fast-evolving retail world through a radical new technological, demographic, competitive and cultural prism.  Leavened with his trademark levity and a realistic perspective on a hostile competitive landscape, Coupe offers a series of actionable strategies and tactics that will help businesses differentiate themselves and succeed … and, by the way, have a shot at competing with Amazon and other retail behemoths.

Speakers:
  • Kevin Coupe - Content Guy/ Prime Storyteller, MorningNewsBeat.com, Producer/Co-Host, “The Innovation Conversation” Podcast Author, “Retail Rules! 52 Ways To Achieve Retail Success,” & Co-Author, “The Big Picture: Essential Business Lessons From The Movies”

9:00 AM - 10:00 AM

Gen Z has entered the workforce: What your finance organization needs to know

With Generation Z entering the workforce and the nature of jobs in the finance function evolving, how can organizations redesign these jobs in a way that can both attract and engage Gen Z and ensure that these jobs continue to generate a pipeline of future finance talent?

We will discuss:

  • The profile of Gen Z, known as digital natives, and their apprehensions about interpersonal skills.
  • The fact emerging technologies, including automation, are expected to disrupt the nature of entry-level jobs; yet entry-level jobs continue to serve as necessary training ground for incoming professionals.
  • How to work to bridge gaps across the multi-generational workforce (Baby Boomers, Gen X, Gen Y, Millennials, Gen Z) and some trends observed in our annual Deloitte human capital survey.

As a new generation enters the workforce, finance organizations have the opportunity to evolve and take advantage of this generation’s emerging strengths, putting them in a position to create lasting value.

Speakers:
  • Vanessa Leon - Senior Manager, Human Capital, Deloitte Consulting LLP.

10:00 AM - 10:15 AM

Networking Break

10:15 AM - 11:15 AM

IDEA EXCHANGE (Retailer & Wholesaler Only)

Both Financial Executive and Internal Audit

Join in a lively discussion about the issues and challenges that keep financial executives in the food retail business up at night. Get ideas, swap best practices, share your pain points and connect with your finance peers during our most popular session.

11:15 AM - 12:15 PM

Internal Audit - Shelf Tag Auditing

11:15 AM - 12:15 PM

Financial Executive - Shelf/ Inventory Management

12:15 PM - 1:15 PM

Lunch

2:15 PM - 3:15 PM

Financial Executive - Financial Impact of Transportation Capacity

2:15 PM - 3:15 PM

Internal Audit - Auditing the Store Audit

3:15 PM - 3:30 PM

Networking Break

3:30 PM - 4:30 PM

General Session - 2019 Accounting Update