The 9th Annual CFO Forum

Agenda for CFO Forum 2018

Day 1: Monday Evening (March 12, 2018)

Gleacher Center, Room 621
450 North Cityfront Plaza, Chicago, Illinois 60611

5:30 pm
Registration and Welcome Reception
 
Guests Seated for Dinner
6:30 pm
Room 621
Welcome
 

Judy L. Brown, ’98 (EXP-3)
Senior Vice President, Global Solutions and Finance
Amgen, Inc.

Dinner
7:20 pm
Remarks
 

Robert H. Gertner
Joel F. Gemunder Professor of Strategy and Finance
John Edwardson Faculty Director Rustandy Center for Social Sector Innovation
The University of Chicago Booth School of Business

Keynote Address: Remarks on the Global Outlook: Prospects and Challenges
 

Raghuram G. Rajan
Katherine Dusak Miller Distinguished Service Professor of Finance
The University of Chicago Booth School of Business

8:00 pm
Q&A
8:15 pm
Closing Remarks
 

Richard F. Westenberger, ’96
Executive Vice President and CFO
Carter’s, Inc.

 
Cocktails and Conversation
8:20pm
Room 621

Day 2: Tuesday (March 13, 2018)

Gleacher Center
450 North Cityfront Plaza, Chicago, Illinois 60611

 
Breakfast and CFO Networking
7:30 am
Room 250 Lounge
 
Opening Remarks
8:15 am
Room 200

Judy L. Brown, ’98 (EXP-3)
Senior Vice President, Global Solutions and Finance
Amgen, Inc.

 
Session 1: A Discussion of the Tax Cuts and Jobs Act of 2017
8:20 am
Room 200

The motivation behind the business tax reform and the key provisions of the Act will be discussed. There will be dedicated time within the session for questions and continued conversation.

Moderator
Eric Zwick
Assistant Professor of Finance and James S. Kemper Foundation Faculty Scholar
The University of Chicago Booth School of Business

Panelists

  • Judy L. Brown, ’98 (EXP-3) · Senior Vice President, Global Solutions and Finance, Amgen Inc.
  • Curtis E. Espeland, ’02 (AXP-1) · Executive Vice President & CFO, Eastman Chemical
  • Kirk R. Oliver, ‘85 · CFO, UGI Corp
9:35 am
Break
 
Session 2: Text-Based Insights into Stock Market Behavior
9:50 am
Room 200

Text-based methods have emerged as a major tool of analysis in finance and economics. This presentation applies text-based methods to newspapers and 10-K filings to:

  • Diagnose the stock market’s reaction to Donald Trump’s surprise election victory in November 2016
  • Characterize the factors that trigger large daily moves in national equity markets

Steven J. Davis
William H. Abbott Distinguished Service Professor of International Business and Economics
The University of Chicago Booth School of Business

 
Group Photo
11:05 am
Room 200
 
Lunch and Session 3
11:20 am
Room 621

CFO Index Presentation
Leonard C. Soffer
Clinical Professor of Accounting
The University of Chicago Booth School of Business

Dean Introduction
Robert H. Gertner
Joel F. Gemunder Professor of Strategy and Finance
John Edwardson Faculty Director Rustandy Center for Social Sector Innovation
The University of Chicago Booth School of Business

 
Remarks
12:20 pm
Room 621

Madhav V. Rajan
Dean and George Pratt Shultz Professor of Accounting
The University of Chicago Booth School of Business

1:20 pm
Break
 
Session 4: The Evolving World of Amazon
1:35 pm
Room 200

Amazon today is very different from their original concept as purveyor of books. We will look at how the organization has transformed over time into the large meta-platform that it is today.

Pradeep K. Chintagunta
Joseph T. and Bernice S. Lewis Distinguished Service Professor of Marketing
The University of Chicago Booth School of Business

2:50 pm
Break
 
Session 5: Technology Management - How the CEO, CFO, and Boards Collaborate on Technology Decisions
3:05 pm
Room 200

Technology investments, especially IT, pose challenges for oversight and decision-making. Lack of deep technical expertise, ambiguous impact on shareholder value, and interdependence across business units are among the reasons why CFOs find technology investments difficult to manage. Panelists will share experiences of how their organizations most effectively address these challenges.

Moderator
Robert H. Gertner
Joel F. Gemunder Professor of Strategy and Finance
John Edwardson Faculty Director Rustandy Center for Social Sector Innovation

Panelists

  • Karen Gould, ’90 · Senior Vice President and CFO, Turner Construction Company
  • John Sauerland, ’91 · CFO, The Progressive Corporation
  • Stephen J. Riney, ’91 · Executive Vice President and CFO, Apache Corporation
 
Closing Remarks
4:20 pm
Room 200

Judy Brown, ’98 (EXP-3)
Senior Vice President, Global Solutions and Finance
Amgen

Richard Westenberger, ’96
Executive Vice President and CFO
Carter’s, Inc.