Chief and Senior Executive Networks

Controllers Group (1XXCO) - Dallas - 2018


November 29 - November 30, 2018
Dallas, TX

Agenda

(click the link above for a printable PDF document)

Thursday, November 29th, 2018

8:00 – 9:30 a.m.
SEN Executive Briefing: Mark Debinski, President, Bluewater Advisory

Talent Fit
Balancing the head with the heart for better hiring – this presentation encourages going well beyond the classic DISC or MBTI assessment, and creates a template for owners and hiring managers to develop a Talent Fit Profile for the position before ever interviewing candidates.

10:00 – 11:30 a.m.
SEN Featured Topic Discussion:

Automation in Finance
  • How are you preparing your finance team for the future? (Automation, technological skillsets, etc).
  • To what extent has your organization looked into robotics process automation for finance?
  • If I want to begin looking into automation, where is the best place to begin and on what function is it easiest to start (operational accounting, general accounting, reporting, planning/budgeting/forecasting etc.)

11:45 – 1:00 p.m.
Networking Lunch

1:00 – 4:30 p.m.
SEN Roundtable Discussions (members vote on which topics they would like to discuss):

Best Practices for Presenting Financials to the Executive Suite
  • What are some tools, tips & tricks you employ when presenting to your executive team? What works, what doesn’t?

Cash Flow Best Practices
  • What strategies do you employ when you are short on cash?
  • How do you leverage terms with suppliers to best maximize cash management?
  • Best practices regarding forecasting, internal controls, etc. relating to cash management.
  • How should you adjust your capital re-investing strategy for maintenance vs. growth phases of your company?

Promoting and Developing Emotional Intelligence
  • What are some ways your company encourages and facilitates developing in any of these four components of EQ?
  • What have others done to integrate new people into the culture and company decision making frameworks (social awareness/relationship management)?
  • As an executive, how can I better understand the emotions, needs and concerns of those around me (social awareness)?

Cybersecurity & Risk Mitigation
  • What steps should my organization take to identify I.T. related risks in the organization?
  • With so many types of risk in a business environment - where should I focus my limited resources?
  • What does an in depth risk audit program look like?

4:30 – 5:45 p.m.
SEN Ex-Officio Board Session© - In this session, each member is allowed to describe one key issue in which they would like input/advice from the group.

6:00 – 8:00 p.m.
Networking Reception/Dinner

Friday, November 30th, 2018

7:15 – 7:40 a.m.
Working Breakfast

7:40 – 10:45 a.m.
SEN Ex-Officio Board Session© - Continued

10:45 – 11:00 a.m.
Meeting Best Practices Report
In this brief wrap up session each member will summarize their key takeaways from the meeting as a whole.

11:00 a.m.
Adjourn

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      Simplex Grinnell (Tyco International)