Today’s CFO: Optimism and Excellence


MIT Sloan CFO Summit (A Hybrid Event)
November 18, 2021 from 7:30 am – 6:30 pm EST

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About the 2021 MIT Sloan CFO Summit

Today’s CFO: Optimism and Excellence. Accomplished leaders know how to transform concepts into actions, and are able to deliver both good and bad news in a manner that encourages the team to move forward with a focus on success. From navigating M&A transactions to managing a hybrid workforce, investing in digital assets to pivoting business operations, join us to hear how CFOs are uplifting their companies and instilling enterprise excellence.

19th Annual MIT Sloan CFO Summit will be held on Thursday, November 18, 2021 at the Boston Marriott Newton and with a remote option for those who would like to participate virtually.

7.5 CPE Credits will be available for in-person or virtual attendees of this Summit.

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When Was the Program Introduced?

The MIT Sloan CFO Summit, started in 2002, is the nation’s premier CFO event bringing together financial executives from around the world and leading faculty from MIT. The annual event offers a day of interactive learning and thought-provoking discourse on the future of finance, accounting, and business that is not available anywhere else. It includes presentations, panels, keynotes speakers, networking and a closing reception.

What Differentiates the MIT Sloan CFO Summit?

Each year, the volunteers who plan the Summit have three goals in mind. One, to attract best-in-class speakers who represent a broad mix of industries, geographies and business stages. Two, to attract a best-in-class audience of CFOs and other financial executives from small and large companies, private and public. Three, to help all participants maximize practical education and peer networking in a convenient, one-day format.

Who Designs the Program?

The MIT Sloan CFO Summit is designed by volunteers using knowledge from professional experience and the expertise of the academicians at MIT Sloan School of Management. Conference organizers have access to vital information and a network of expert business leaders to draw from, which allows them to foster thought-provoking discussions and facilitate peer networking for their fellow executives. The Summit is part of the CXO Series produced by the MIT Sloan Boston Alumni Association along with MIT Sloan.

Jeremy Seidman (MBA ’03) is Chair of the MIT Sloan CFO Summit.

Who Attends the MIT Sloan CFO Summit?

The MIT Sloan CFO Summit attracts 500+ CFOs and senior financial executives. In addition to CFOs, participants include CEOs, Presidents, financial executives, audit committee members, and investors. We normally offer 7.5 CPE credits for full day attendance.

How Many Speakers Participate in the MIT Sloan CFO Summit?

In 2020, we held the Summit virtually over 2 half days. We had 36 panelists, including 10 keynote speakers. These numbers are relatively consistent each year.

What Are Some of the Companies and Industries that the Speakers Represent?

The MIT Sloan CFO Summit brings together a diverse group of financial leaders from a wide range of industries, geographies and business stages. Prior Summits have included CFOs and CEOs from Google, Comcast, Dell Technologies, LinkedIn, General Motors, UPS, Coca-Cola, Grubhub, Wayfair, and many more.

How Do I Obtain Information About Individual Programs or Request an Interview with one of the Speakers?

Contact info@mitcfo.com

Agenda


Learn and connect at keynotes,
breakout panels, networking
opportunities and more

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The 2021 Agenda

CPE Information:

  • Program level: Intermediate
  • Approved CPE: 7.5
  • Field of Study: Finance
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group
Learning Objectives:
  • Understand how today’s CFOs make decisions, convey those decisions with confidence, and manage with certainty
  • Learn how to weigh options, make choices and allocate both human and financial resources
  • Review the ways the equity market has evolved, including the role of technology, the evolution of shareholders and decisions made along the way
  • How to manage internal cyber security procedures and external data threats
  • Learn strategies on how to manage with conviction and maintain calm through times of uncertainty
  • The impact of near-in decisions on long-term results and vice versa

The CFO Leadership Council 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

Click here to see past programs

Speakers


World-class financial executives and
leading academics address practical
challenges and strategic solutions

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2021 Speakers







News & Video


The latest news, blog posts and videos

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CFO BLOG

Fireside Chat with Grubhub and Zoom CFOs

Adam DeWitt, Grubhub; Kelly Steckelberg, Zoom

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Financial Planning in the Unknown

Ankur Agrawal, McKinsey & Company; Patrick Brickley, Everbridge; Glenn David, Zoetis; Thomas Peff, Workday; Judy Romano, InterContinental Hotels Group

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Driving the Capital Raise

Tim Koller, McKinsey & Co; Beth Clymer, Jobcase; Keith Regnante, Keros Therapeutics; Sarah Spoja, Tipalti; JT Stephens, UBS

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Loonshots: How to Nurture the Crazy Ideas that Win Wars, Cure Diseases and Transform Industries

Safi Bahcall, Author

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Leadership: Thinking Beyond a Crisis

Nina Trentmann, The Wall Street Journal; Amrita Ahuja, Square; Michael Fleisher, Wayfair; Tom Sweet, Dell

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CFO as Deputy CEO

Ash Noah, AICPA; Ken Gayron, Avid Tech; Juliana Litterio, Thermacell Repellents; Sean Marsh, Appcast; Rebecca Morrison, Lola.com

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Managing Up: Boards, Investors & Partners

Jadon Kropp, WilmerHale; Deb Besemer, Brightcove; Joanne Cheng, Patient Ping; Jason Park, DraftKings; Matt Vettel, Great Hill Partners

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M&A in a Downturn

Dev Patel, McKinsey & Company; Catriona Fallon, Hitachi Vantara; Prashanth Mahendra-Rajah, Analog Devices; Marc Montagner, Endurance Int’l Group; Tom Pizzuti, KPMG

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Fireside Chat with John Murphy

John Murphy, The Coca-Cola Company, Professor Sandy Pentland

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Building the New Economy

Professor Alex “Sandy” Pentland, MIT

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2020 Virtual MIT Sloan CFO Summit Presents “Navigating the New”

Premier Conference Includes CFOs from Coca-Cola, Dell, Grubhub and Zoom CAMBRIDGE, Mass. – The MIT Sloan CFO Summit, the premier conference for CFOs, this year is scheduled for Thursday and Friday, November 19 and 20.  The 18th annual Summit will spotlight, “Navigating the New,” exploring how Chief Financial Officers today are navigating change across the…

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Time for a Business Model Rethink

Practically nothing is untouched by the pandemic. Significant resets are occurring in every sphere of life: hospitality, work and leisure, travel and holidays, and business and entertainment. Decision-making that used to take weeks and months is now happening in days. McKinsey and Co. estimates that in the US alone, e-commerce penetration achieved ten years’ growth…

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M&A in a Downturn

As companies assess the impact of COVID on their businesses, plans to acquire and/or divest are being examined anew.  Synergies and valuations are changing, with some deals being accelerated and others deferred.  Of course, the fundamentals of assessing a deal have not changed, and in fact take on renewed importance. Expectations around company valuations can…

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Managing Up: Boards, Investors and Partners

Managing up is the art of working well with others, in particular those over whom you have no direct authority.  For CFOs, those parties can include boards of directors, investors (venture or public) and partners.  The tactics involved include cultivating goodwill, delivering timely and informative analyses and ensuring the right information is shared with the right people. Now more than…

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Financial Planning in the Unknown

Predicting the future is never easy, yet planning ahead is a key function for CFOs.  From forecasting next year’s revenue to estimating expenses and allocating resources, CFOs work alongside business units to develop the financial underpinning to set a solid course for the business.  Is division A or B likely to see increased sales?  Do we…

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Results and Reinvention: Top Ten Takeaways

Should CFOs be focused on today’s operations or tomorrow’s innovation – steady play or strategic change? The answer, of course, is yes. Here are ten lessons learned from this year’s MIT Sloan CFO Summit. Customer centricity: If you keep a focus on what’s important for your customers, you’ll reap the benefits as a company. Priorities:…

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Measuring Returns to Social Advertising

Sinan Aral, MIT PhD ’07 David Austin Professor of Management, MIT Sloan

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#DurableCFO: Fireside Chat with Twitter’s Ned Segal

Sinan Aral, MIT PhD ’07 David Austin Professor of Management, MIT Sloan Ned Segal CFO, Twitter

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Leadership: Letters to my Younger Self

Cameron Herold Founder, COO Alliance

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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.

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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

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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

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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.

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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

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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

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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

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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 Ricardo Rodriguez Sr. Director Corporate Strategy and Finance, Aptiv

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2019 MIT Sloan CFO Summit to Address Results & Reinvention

Speakers at Premier Conference for CFOs on November 21 Include Senior Executives from Cruise, Etsy, Lime, Peloton, Twitter and More CAMBRIDGE, Mass.–(BUSINESS WIRE)–The MIT Sloan CFO Summit, the nation’s premier one-day CFO conference, attracts 500+ CFOs and senior financial executives. The 17th annual Summit will explore “The Durable CFO: Results and Reinvention” and is scheduled for Thursday, November…

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Preparing for the Next Stage

Once a company has decided to explore options for the best path forward, be it raising money, merging operations or an outright sale, it’s important to consider not only valuation, but also continuation – how will the company maintain operations and customers through to the closing and beyond?  Here are the top three considerations from…

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Employing a Distributed Workforce

On-site or remote, flexible hours or fixed schedules?  Workplaces and workforces continue to change, providing CFOs the opportunity (and challenge) to make appropriate decisions about the workplace not only within the finance department, but also across the organization. While there is no “one spreadsheet fits all” solution, there are certain fundamental considerations across departments and…

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Technology Investments: A View from the CFO Suite

CFOs hold responsibility for ensuring reliable, consistent processes within the finance operation, and reliable, consistent financial processes throughout the organization.  This means freeing up bottlenecks and directing resources where needed, while ensuring agility to adapt to ongoing changes in the workplace and marketplace. How best to evaluate technology investments?  Hal Gregersen, Executive Director, MIT Leadership…

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Data Wrangling

Companies are awash in data – financial data, sales and marketing data, employment data, customer data, partner data and more.  So how best to wrangle the data for meaningful insights?  We’ve hosted a few ‘big data’ sessions at the MIT CFO Summit over the years, and from that, below are some top data do’s and…

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M&A: Five Tips for Success

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Growing Smart: Managing Inflection Points

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Better Questions Through Better Decisions

Hal Gregersen Executive Director, MIT Leadership Center

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Bold Font: Fireside Chat with John Murphy

Hal Gregersen Executive Director, MIT Leadership Center John Murphy Executive Vice President and Chief Financial Officer, Adobe

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Everyone Has a Story

JT McCormick President & CEO, Scribe Media

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Strategy Beyond the Hockey Stick

Werner Rehm Partner, McKinsey Diane Basile Chief Financial Officer, CFA Institute Justin Crotty Chief Financial Officer, Anaqua Robert Gibney Chief Financial Officer, Monster.com Kenneth Goldman Senior Vice President and Chief Financial Officer, Everbridge, Inc.

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When Bold Means Sell

Amy O’Keefe Partner, Private Equity & Investment Funds Practice, Nixon Peabody LLC Thomas Blesso, MBA ’09 Chief Financial Officer, Penn Foster Education Group Lang Leonard Chief Financial Officer, LevelUp Chris Menard Chief Financial Officer, BlueSnap Christopher Montgomery Managing Director, Head of Software, Americas, UBS

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Chutzpah in the CFO Suite: Bold Decisions, Actions and Outcomes

Peter Hirst (introduction) Associate Dean, MIT Sloan Executive Education Kimberly Johnson Professional Products Editor, The Wall Street Journal David Frear Senior Executive Vice President and Chief Financial Officer, SiriusXM Glenn Shiffman Chief Financial Officer, IAC Michael Sheridan Chief Financial Officer, Docusign

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Digital Finance, Digital World

Ash Noah Vice President, CGMA External Relations, American Institute of CPAs (AICPA) Doug Baker Managing Director, KPMG Tiffany Freitas Chief Business Officer, PathAI Anitha Gopalan Chief Financial Officer, Catalant Technologies Dr. Michael Siegel Principal Research Scientist, MIT Sloan

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Reconstructing the Workforce for Growth

Nancy Persson Executive Coach, Leadership Development Consultant, and Principal, Leadership Growth Solutions Kevin Durkin Chief Financial Officer, Threat Stack Melissa Gillespie Vice President, HR Services, HR Knowledge Dr. Shan Nair President, Nucleus Amit Singhi Chief Operating and Financial Officer, Piston Group

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Blockchain: Brilliant or Bandwagon

Silvio Micali Professor, MIT Computer Science and Artificial Intelligence Laboratory (CSAIL) Julia Abramovich, MBA ’02 Vice President of Sales, IBM David Garrity Co-Founder and Partner, BTblock and Independent Director, BTCS Naeem Ishaq Chief Financial Officer, Treasurer & Executive Vice President, Risk, Circle Steven Pipp Research Manager, Silicon Valley Bank

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Bold That Team: Beyond HR

Dan DeNisco Senior Vice President, Robert Half Management Resources Bob Cruickshank Chief Financial Officer, ezCater Craig Driscoll Partner, Highland Capital Partners Nicole Heifner Chief Financial Officer, Accent Therapeutics Frank Smalla Treasurer & Chief Financial Officer, Boston Beer

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The Business of Cannabis

Scott Stern Professor of Management, MIT Sloan Mark Castaneda Chief Financial Officer, Tilray Tim Saunders Executive Vice President and Chief Financial Officer, Canopy Growth Corporation

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2021 Sponsors


Thank you to the sponsors who
help make this event possible

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2021 Sponsors

Thank you to the sponsors who help make this event possible.

Please click here to request a sponsorship package. Sponsorship packages are limited in quantity to facilitate a more intimate networking experience for our attendees and sponsors.

Knowledge Partner
Gold
  • UBS
Silver
Marketing Partners
Partners
  • CFO Leadership Council
  • FENG

Register


Join us for the 2021 MIT Sloan Virtual CFO Summit!
November 18, 2021 from 7:30 am – 6:30 pm EST

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Get Directions

Logistics

Boston Marriott Newton

2345 Commonwealth Ave
Newton, MA 02466
(617) 969-1000

Special Hotel Rates Available
($159/night)

Show Hotel
Directions From Logan Airport

Hotel direction: 12 mi West

Directions: Follow signs to Ted Williams
Tunnel/Route 90 W (Mass Pike). Continue
on Route 90 W to Exit 15. Follow signs to
Route 30 East. Hotel is 1/2 mile on the left.

Estimated Taxi Fare: $55 (one way)

View Route from Logan Airport
Parking / Car Service

On-site parking available.

COVID Policy

Guiding principles of Event Policy & Safety Guidelines:

  1. Strict adherence to CDC Guidelines, Massachusetts Guidelines, and Venue Guidelines (Newton Marriott)
  2. Bias towards inclusiveness of hybrid events for both in-person and virtual formats
  3. Both indoor and outdoor in-person events are permitted (as of 8/10/2021), consistent with CDC, Massachusetts, MIT Guidelines, and Venue Guidelines (Newton Marriott)

As a best practice, we are taking additional precautions to ensure safe behaviors and protocols:

  1. All in-person registered attendees must have a self-attestation of (a) full vaccination 14 days prior to the event, or (b) commitment to wearing a mask throughout the duration of the event
  2. For tracing purposes, registration asks all attendees if they are (a) currently vaccinated, or (b) not vaccinated. Additionally, all attendees must provide their name, phone number, and email address for tracing communication with the MIT CFO organizing team.
  3. Marriott and MIT CFO will provide free hand sanitizer and disposable masks to all attendees
  4. Marriott and MIT CFO will practice safe behavior in terms of cleaning of tables, chairs, doors, etc. and delivery of food, gifts, perishables, etc. in a safe manner
  5. Our technology vendor, Encore Global, is prepared to work around a hybrid or virtual conference. We have worked with them for the last 18 years, and they are very familiar with conference best practices.

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