Schedule

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

1:00 PM - 5:00 PM

Golf Tournament

5:00 PM - 6:30 PM

Welcome Happy Hour

7:50 AM - 9:00 AM

Opening Keynote: Change, Reality, Response: A Prescription For Retail Survival

It is easy to acknowledge the obvious:  The retail business is undergoing tectonic disruption.  It is harder to figure out how to respond, since identifying solutions sometimes can seem like drinking from a fire hose, and the pace of change makes it difficult to figure out what paths to take and investments to make.  Kevin Coupe, MorningNewsBeat’s “Content Guy” - using his unique combination of real-world examples and what he calls "serious levity” - reconnoiters the competitive landscape, identifies the opportunities for success, and recommends how companies should move forward tactically, strategically, and philosophically
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

Shrink and the Role of Internal Audit

Fresh shrink is a never-ending challenge for all grocery retailers as they try to balance between needed sales, the merchant’s jobs of interpreting customer value, desire and perception, technology and data capabilities and operations ability to control and execute. Typical outcomes – all these pieces don’t play well together, and millions of dollars are lost to shrink ever year

And how about internal audit – How do they fit in? Should they?

During this session we’ll explore effective processes and tools, how none of this works without integration and sustainability and the changing role of Internal Audit.
Speakers:

9:00 AM - 10:00 AM

The Changing Role of the CFO

The role of the CFO in organizations has transformed over the past decade due to financial crisis, the impact of social media and big data. Historically the CFO could be characterized as the gatekeeper of financial information and in many cases, information that wouldn’t be accessible to the rest of the organization.

During panel discussion we will discuss how the CFO’s role has evolved over the years and what this role holds in the future for organizations.

Speakers:
  • Clay Oliver - Chief Financial Officer, Brookshire Brothers, Inc.
  • 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”

10:30 AM - 11:30 AM

Hacker Meets Auditor - A Love Story?

Hackers love auditors. They love auditor’s checklist approach to security and their piecemeal and fractured security solutions to meet disparate audit findings. They are also appealed by the "if the minimum wasn't good enough it wouldn't be the minimum" mindset that pervades many audit teams…

The goal of this session is to make hackers hate you! By exploring current cyber-attacks, best practices for security, and new approach to conducting cybersecurity audits for protection, you’ll be prepared to break the old auditor stereotypes that hackers love to exploit.
Speakers:

10:30 AM - 11:30 AM

RPA, How to Communicate Robotics Process Automation Without Scaring Your Staff

Speakers:
  • Gregg Maxwell - Group Vice President NSC, Controller Retail Accounting and Payroll, Albertsons Companies

11:30 AM - 12:30 PM

General Session - Update from The Hill

It is a crucial time for the food industry, Financial Executives and Internal Auditors need new tools, new approaches and a new mindset. Never has collaboration and engagement with your colleagues been more important.

Congress’ overhaul of the tax code will lower corporate and pass-through rates significantly, while also allowing for immediate expensing. Along with the opportunities these moves create are a host of new challenges for which companies will need to be prepared. Companies are going to be looking to their Financial Executives and Internal Auditors to lead in making changes that will keep their companies competitive.
Speakers:
  • Andy Harig - Director, Government Relations, Food Marketing Institute
  • Scott Moses - Managing Director, Head - Food Retail & Restaurants Investment Banking, PJ Solomon Company

3:00 PM - 4:00 PM

Occupational Fraud and The Internal Controls Impacted

Speakers:
  • Michael Howse - Vice President, Internal Audit and Asset Protection, SpartanNash Company

3:00 PM - 4:00 PM

Vendor Presentation Financial Executive

4:30 PM - 5:30 PM

General Session - Accounting Update

7:50 AM - 9:00 AM

General Session - Business Continuity Panel

2017 was a very busy year filled with tropical storms, hurricanes and fires that devastated many parts of the United States. Even till today many of the areas that have been affected are still trying to pick up the pieces.

This panel discussion will cover the disasters that have taken place and lessons learned.

Speakers:
  • Sam DiCarlo - Chief Financial Officer & SVP, Administration, The Food Marketing Institute
  • Clay Oliver - Chief Financial Officer, Brookshire Brothers, Inc.

9:00 AM - 10:00 AM

Applicable Leading practices and Case Studies on Using Business Incentives to Lower Cost and Drive Value

During this session we will work through a retail location, distribution/processing facility and headquarters case study to illustrate credits and incentives that should be pursued. Noting regional differences in value, veteran hiring benefits and common mistakes. The session will conclude with a synopsis on the national credit/incentive program changes in lieu of the recent tax reform. 
Speakers:
  • Rose Burden - Executive Director Southeast Incentives Leader, Indirect Tax Services, Ernst 7 Young LLP
  • Benton Blaine - Manager, Location Investment Services, Ernst & Young LLP.

9:00 AM - 10:00 AM

Food Safety

Speakers:
  • Hilary Thesmar - Chief Food & Product Safety Officer & VP, Food Safety Programs, Food Marketing Institute

10:15 AM - 11:15 AM

Seamlessly Implementing an Omnichannel Strategy

An omnichannel solution is critical to compete in modern-day grocery. Retailers must understand how to evaluate an e-commerce strategy, predict and prepare for inevitable hurdles and implementation complexities, and assess the success of the program. What are the key questions to ask when determining the digital path forward and what are the pitfalls to avoid?
Speakers:

10:15 AM - 11:15 AM

Recruiting and Retention of Millennials and Gen Y

Speakers:
  • Yvonne Trupiano - Senior Vice President, Human Resource, SpartanNash Company

11:15 AM - 12:15 PM

General Session: THE IRRESISTIBLE POWER OF STRATEGIC STORYTELLING

The shift from a transactional economy to a connected one has people scrambling; when surveyed, companies admit they believe a substantial portion of their revenue is under threat as a result. Businesses, brands, sales forces, marketing teams and leaders at all levels are desperately trying to capture attention and resonate with consumers who expect more. Is there a secret weapon? A silver bullet to humanize and connect? Yes. The answer is strategic storytelling.  Kindra Hall has presented this storytelling keynote for audiences around the world and across industries to equip them with this essential skill for success in a connected economy. Far from jargon or fluff, Kindra’s approach to storytelling is razor-sharp and immediately actionable. The result: Using Kindra’s blueprint for effective storytelling, attendees leave empowered and equipped to close more sales, build better relationships, or blow up their brands by leveraging the irresistible power of their stories.
Speakers:

1:15 PM - 2:15 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.

2:15 PM - 3:15 PM

General Session: Vendor Presentation

3:30 PM - 4:30 PM

Mergers and Acquisitions

3:30 PM - 4:30 PM

Vendor Promotion Programs and Auditing

Speakers:
  • Bill Naughton - Manager, Corporate Internal Audit, SpartnNash Company