CPE Information

For detailed session descriptions and speaker bios, see the main agenda.

  • 7:30am – 8:15am
    Registration and Continental Breakfast


  • 8:15am – 8:30am
    Opening Remarks
    • Jeremy Seidman, MBA ’03
      Chair, MIT Sloan CFO Summit


  • 8:30am – 9:00am
    Welcome to MIT Sloan
    Measuring Returns to Social Advertising
    • Sinan Aral, MIT PhD ’07
      David Austin Professor of Management, MIT Sloan


  • 9:00am – 9:30am
    Morning Fireside Chat
    #DurableCFO: Fireside Chat with Twitter's Ned Segal
    • Sinan Aral, MIT PhD ’07
      David Austin Professor of Management, MIT Sloan
    • Ned Segal
      CFO, Twitter
    CPE Information
    Program level: Intermediate
    Approved CPE: .5
    Field of Study: Finance


    Learning Objectives
    Learn how to operate a purpose driven business
    Learn how to make tough business decisions
  • 9:30am – 10:00am
    Morning Keynote
    Leadership: Letters to my Younger Self
    • Cameron Herold
      Founder, COO Alliance
    CPE Information
    Program level: Intermediate
    Approved CPE: .5
    Field of Study: Finance


    Learning Objectives
    Learn leadership skills for building fast growth companies
    Learn how to operate and manage a high growth business
  • 10:00am – 10:30am
    Morning Coffee Break


  • 10:30am – 11:30am
    Track 1 - Reinvention Track
    Finance 2.0: Building a Programmatic M&A and Divestiture Strategy
    • Dev Patel (moderator)
      Partner, McKinsey & Company
    • Seth Bagshaw
      Senior Vice President, Chief Financial Officer & Treasurer, MKS Instruments, Inc.
    • Brian Gladden
      Operating Partner, Bain Capital LP
    • Christopher Montgomery
      Managing Director, Head of Software, Americas, UBS
    • Ken Stillwell
      Senior Vice President, Chief Financial Officer & Chief Administrative Officer, Pegasystems Inc.
    CPE Information
    Program level: Intermediate
    Approved CPE: 1
    Field of Study: Finance


    Learning Objectives
    Learn how to formulate the M&A process for your finance and operations team
    Learn how to reinvent your company strategy

    Track 2 - Results Track
    Negotiation 2.0: Driving the Entire Team to Think Differently
    • Dr. Bruno Verdini, PhD (moderator)
      Executive Director, MIT Harvard Mexico Negotiation Program
    • Kourtney Corcoran
      Senior Vice President & Chief Financial Officer, Legal Sea Foods
    • Lucy McQuilken
      Chief Financial Officer at WHOOP™
    • Robert Nealon
      District President, Professional Staffing Services, Robert Half
    • Steve Webber
      Chief Financial Officer, Carbon Black
    CPE Information
    Program level: Intermediate
    Approved CPE: 1
    Field of Study: Finance


    Learning Objectives
    Learn best practices for business success
    Learn how to negotiate with counter-parties in a business environment
  • 11:30am – 12:00pm
    Luncheon Buffet


  • 12:00pm – 12:15pm
    Luncheon Keynote Panel Introduction
    • Dalton Perras (introduction)
      Associate Director, Corporate & Affiliate Marketing, MIT Sloan Exec Ed


  • 12:15pm – 1:15pm
    Luncheon Keynote Panel
    Leadership in the Direct to Consumer Evolution
    • Nina Trentmann (moderator)
      News Editor, CFO Journal, The Wall Street Journal
    • Lavanya Chandrashekar
      CFO, Diageo North America
    • Rachel Glaser
      Chief Financial Officer, Etsy
    • Jill Woodworth, SB ’94
      Chief Financial Officer, Peloton Interactive
    CPE Information
    CPE: 1 hour
    Field of Study: Finance
    Level: Intermediate


    Learning Objectives
    Learn how some of the best-in-class have transformed on pace with their consumers
    Learn how to control the optimal number of SKUs for the marketplace
  • 1:30pm – 2:30pm
    Track 1 - Reinvention Track
    Scenario Planning: Green, Yellow & Red
    • George W. Shuster, Jr. (moderator)
      Partner, WilmerHale
    • Dan Allred
      Senior Market Manager, Silicon Valley Bank
    • Chris Caswell
      Chief Financial Officer, Welch's
    • Lisa Davidson
      Chief Financial Officer, Fractyl Laboratories Inc.
    • Barry Kallander
      President and Founder, KallanderGroup, Inc.
    CPE Information
    Program level: Intermediate
    Approved CPE: 1
    Field of Study: Finance


    Learning Objectives
    Learn how to implement scenario planning into your workplace.
    Learn how to navigate and alter plans due to unforeseen circumstances

    Track 2 - Results Track
    Prioritizing Operational Excellence
    • Ken Bettenhauser (moderator)
      President & Managing Director, HR Knowledge
    • Avner Applbaum
      Chief Financial Officer, Double E Company, LLC
    • Amanda Duguay
      Chief Financial Officer, Profitect (now part of Zebra Technologies Corp.)
    • Rebecca Morrison
      Vice President of Finance and Operations, Lola.com
    • Sarah Romano
      Chief Financial Officer, EyeGate Pharmaceuticals
    CPE Information
    Program level: Intermediate
    Approved CPE: 1
    Field of Study: Finance


    Learning Objectives
    Learn how to implement scenario planning into your workplace.
    Learn how to navigate and alter plans due to unforeseen circumstances
  • 2:30pm – 3:30pm
    Track 1 - Reinvention Track
    Workplace for the Future: Reinventing Technology, Processes, and People
    • Ash Noah (moderator)
      Managing Director, Learning, Education & Development, American Institute of CPAs (AICPA)
    • Jawad Ahsan, MBA ’14
      Chief Financial Officer, Axon
    • Doug Baker
      Principal, KPMG Advisory
    • Tammy Martin
      Chief Financial Officer, Seeq Corporation
    • Shan Nair, PhD
      President, Nucleus
    CPE Information
    Program level: Intermediate
    Approved CPE: 1
    Field of Study: Finance


    Learning Objectives
    Learn how to navigate the finance world of tomorrow.
    Learn how to evaluate and implement new technologies into your processes

    Track 2 - Results Track
    Moneyball for the CFO
    • Vivek F. Farias (moderator)
      Patrick J. McGovern Professor of Operations Management, MIT Sloan
    • Mary Jefts
      Chief Financial Officer, Salsify
    • Kerman Lau
      Vice President of Finance, Adaptive Insights
    • Mike Mozzer
      Chief Financial Officer, TraceLink
    • Tim Zue, AB ’99
      Executive Vice President & Chief Financial Officer, Boston Red Sox
    CPE Information
    Program level: Intermediate
    Approved CPE: 1
    Field of Study: Finance


    Learning Objectives
    Learn how to navigate the finance world of tomorrow.
    Learn how to evaluate and implement new technologies into your processes
  • 3:30pm – 4:00pm
    Coffee Break


  • 4:00pm – 4:45pm
    Afternoon Keynote
    Driving the Road of the Future
    • Christopher Knittel (moderator)
      George P. Shultz Professor of Applied Economics, MIT Sloan
    • Geoffrey Richardson
      Chief Financial Officer, Cruise Automation
    • Ted Tobiason
      Chief Financial Officer, Lime
    CPE Information
    Program level: Intermediate
    Approved CPE: .75
    Field of Study: Finance


    Learning Objectives
    Learn how the transportation industry is rapidly changing.
    Learn about different technologies set to take the transportation world by storm, including autonomous vehicles and micro-mobility.
  • 4:45pm – 6:15pm
    Networking Reception


CPE Requirements and Credits

The American Institute of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.nasbaregistry.org