Digital advances, rapid market fluctuations and demands for agile business practices are presenting CFOs with a mandate for change – and fresh opportunities to reinvigorate financial leadership.
As finance chiefs seek to fuel innovation through data-led insight, superior analysis and effective collaboration, they are facing new heights of accountability and shareholder expectation. Navigating this complex, dynamic business environment requires a well informed and forward thinking approach to decision making.
Held in the week following the 2017–2018 Federal Budget, the CFO Forum gathers Australia’s leading Chief Financial Officers for an influential discussion of the vision, leadership and strategy they need to succeed in the next financial year and beyond.
The annual CFO Forum is a prestigious event that congregates the most senior finance executives from all sectors of the national economy.
Delivered by CFOs, for CFOs, this event is your guide to the evolving priorities, challenges and opportunities shaping top-level financial decision making.
// 6+ Keynotes
// 2 Powerful days
// Executive learning agenda
// 30+ industry speakers
// 100+ executives
// 5 Star networking environment
Executive Vice President & Chief Financial Officer
At the LEGO Group – Head of Business Enabling:
John Goodwin joined the LEGO Group in 2012, following 22 years with Procter & Gamble. He is educated in mathematical engineering and is a qualified chartered accountant.
John Goodwin was born in 1964 and resides in York, England with his wife and three children.
Former Chief Financial Officer
Debi Coleman was a Co-Founder & Co-Managing Partner of SmartForest Ventures in Portland, Oregon, from 2000 to December 2015. From its spin-off from Tektronix and IPO in 1994 through 2001, Debi served as Chairman & CEO of Merix.
Previously, she was VP of Materials/Operations for Tektronix. From 1981 to 1992, Debi worked for Apple Computer, starting as a member of Steve Jobs’ Macintosh Group team, then holding the positions of VP Operations, CFO, and VP Information Systems & Technology.
Coleman holds a BA from Brown University and an MBA from Stanford. She also received an honorary PhD in engineering from Worcester Polytechnic Institute.
Coleman was named a Henry Crown Fellow of the Aspen Institute in 1997. She is a Board Leadership Fellow at the National Association of Corporate Directors and serves on the boards of Synopsys, Inc., the Anita Borg Institute for Women & Technology, Direct Dermatology, Phoseon, and the Girl Scouts of Oregon & SW Washington.
Chief Financial Officer
Robin was born in Palmerston North, New Zealand, in 1958. In 1982, following his degree in business studies from Massey University, he began his professional career and qualified as a Chartered Accountant. He worked for Arthur Young in New Zealand and London and subsequently held financial management positions in Europe, Asia and the US at United International Pictures and Warner Bros. International as well as working as an independent consultant.
Robin joined adidas AG in 1996. Since February 2000, he has been Chief Financial Officer of adidas AG and was appointed to the Executive Board, responsible for Finance, in 2001. In 2005, he assumed additional responsibility as Labour Director.
External to adidas Robin is a member of the Supervisory Board of Schaeffler AG and the Patron of the Rugby Federation in Bavaria.
Robin is married and lives near Herzogenaurach, Germany.
President & Chairman
Kyle Loades is a non-executive director and strategist who has a depth of governance experience in the business and community sectors. Kyle is the President and Chairman of the NRMA.
Kyle Loades was appointed as a Director to the NRMA in 2005 and became President and Chairman in 2014. During his tenure as President and Chairman Kyle has overseen a period of significant transformation and growth. In 2016 a new CEO was appointed and the NRMA embarked on an aggressive new strategy to place itself at the front of its Members’ needs in the coming years. The organisation is adopting new innovative measures to serve its 2.4 million Members across NSW and the ACT and has extended its product and services offering to help people with mobility and travel.
Kyle has also overseen from Board and Committee level the successful NRMA Jumpstart innovation accelerator program of which it invested in the new businesses Camplify and Careseekers. These businesses joined the other NRMA digital investments in Tushare, Airtasker and Sendle.
Kyle successfully established, grew and ran an independent car broking business that disrupted the motor vehicle retail industry. The business introduced a new and easier way for people to purchase new and used cars. After almost 15 years of successful growth, the business was purchased by a listed company and integrated into their larger operations.
In the community, Kyle has special interest in the delivery of emergency services and community infrastructure. Currently he is a Director of Hunter Medical Research Institute and Chairman of its Foundation. He was a Director of the Westpac Rescue Helicopter Service for 16 years. Kyle is a Past President of Hunter Business Chamber and is a Life Member and former President of Nobbys Surf Life Saving Club.
Kyle is a Fellow of the Australian Institute of Company Directors (FAICD) and has a Master of Business Administration (MBA).
Chief Executive Officer
Innovation and Science Australia
Paul is a co-founder and major shareholder in Square Peg Capital which is a venture capital fund focussed on investing in early stage technology companies in Australia, Israel and South East Asia.
Paul is a director of Wesfarmers Ltd and a Commissioner of the Australian Football League (AFL). He is also on the board of Innovation Australia, the Peter MacCallum Cancer Foundation, the Mount Scopus College Foundation, AFL SportsReady and the P&S Bassat Foundation. He was designated as a Young Global Leader of the World Economic Forum in 2009.
Paul co-founded SEEK in 1997 and served as CEO and then as Joint CEO from 1997-2011. SEEK is the world’s largest online employment business and in 14 years went from a start up to one of Australia’s top 100 companies. SEEK has market leading businesses in numerous markets throughout Australasia, Asia and Latin and South America.
Paul started his career as a lawyer and practiced for 6 years.
Paul holds a Bachelor of Laws and a Bachelor of Commerce from The University of Melbourne.
Chief Financial Officer
Flight Centre Travel Group
Chief Financial Officer
Stephen Rue is responsible for the financial management of NBN Co’s business activities, business planning, financial reporting, financial control, management reporting, taxation and treasury, as well as procurement and supply.
Mr Rue joined nbn in July 2014 as a member of the Executive Committee, bringing with him a wealth of knowledge in financial management and high profile company transformation.
Prior to joining nbn Mr Rue spent 17 years in various leadership roles at News Corp Australia including a decade as Chief Financial Officer. He also served as a Director on a number of associated boards including Foxtel, Fox Sports, REA Group and Australian Associated Press, as well as Chairman of the Communication Newspaper Group in Perth and Melbourne Storm Rugby League Club.
Mr Rue is a Chartered Accountant and holds a Bachelor of Business Studies and a Diploma in Professional Accounting.
Chief Financial Officer
George Weston Foods
Lorna has extensive experience in finance, operations and leading transformational change teams having held senior roles in multinational consumer and quick service restaurant businesses. In November 2014, Lorna was appointed Chief Financial Officer for George Weston Foods Limited (GWF), one of Australia and New Zealand’s largest food manufacturers. GWF is a wholly owned subsidiary of Associated British Foods, a diversified international food, ingredients and retail group operating in 44 countries.
Prior to joining GWF, Lorna was Chief Operating Officer with Fairfax Media, and had also been CFO of their Metro Media Division. While working with Yum Restaurants International (Australia), Lorna held roles including CFO, Strategic Planning Director and Operations Manager for KFC Australia & New Zealand. In South Africa, she was CFO for McDonalds. Lorna holds a Bachelor of Commerce with Honours. She is a member of the Australian Institute of Chartered Accountants and a Fellow of the Australian Institute of Company Directors. Lorna is married with two children.
Chief Financial Officer
PepsiCo Australia & New Zealand
Chief Financial Officer
Chief Financial Officer
Adam joined Transurban in December 2014 from Australia Pacific Airports Corporation where he was Chief Financial Officer. He has previously held a number of senior executive roles at BlueScope Steel across corporate finance, mergers and acquisitions, joint ventures, and capital investment in Australia, the USA and China. Prior to this, Adam held senior roles at Spotless Group Limited, including General Manager Corporate Development and Chief Financial Officer of international operations.
Chief Financial Officer
Wayne Stokes was appointed to the role of CFO in 2011 and is responsible for all Finance, Supply Chain and IT functions for Carnival Australia (P&O Cruises, Princess Cruises, Cunard, Holland America Cruises NV and Carnival Cruises). In this role Wayne is a key member of the Executive Team focused on continuing to strategically leverage the exceptional growth that the cruise industry has had over the last 5 years.
Wayne has worked within the accounting arena for 20+ years and has held senior finance positions at blue chips companies, including National Mutual, Morgan Stanley (UK) and the Lend Lease Group (Australia and US).
Prior to taking up the role of CFO at Carnival Australia, Wayne was the European CFO for the Toga Group (Medina Apartments, Vibe Hotels and Travelodge) based in London.
Wayne holds a Bachelor of Business (Swinburne University, Victoria), an Executive MBA from the AGSM and is a Fellow CPA. Wayne, originally from Melbourne, now lives in Sydney and enjoys, when time allows, travelling to unusual places around the world.
Chief Financial Officer
West Coast Eagles
Saul Eslake worked as an economist in the Australian financial markets for more than 25 years, including as Chief Economist at McIntosh Securities (a stockbroking firm) in the late 1980s, Chief Economist (International) at National Mutual Funds Management in the early 1990s, as Chief Economist at the Australia & New Zealand Banking Group (ANZ) from 1995 to 2009, and as Chief Economist (Australia & New Zealand) for Bank of America Merrill Lynch from 2011 until June 2015.
In July 2015 Saul started up his own economics consultancy business, operating out of Hobart, and has also recently taken up a part-time position as a Vice-Chancellor’s Fellow at the University of Tasmania.
Saul is a non-executive director of Hydro Tasmania, an energy business owned by the Tasmanian State Government. He has previously been a Member of the Howard Government’s Foreign Affairs and Trade Policy Advisory Councils; of the Rudd and Gillard Government’s Long Term Tourism Strategy Steering Committee and National Housing Supply Council; and of the Australian Statistics Advisory Committee. He has also previously served as a Director of the Australian Housing and Urban Research Institute (1997-2004) and as Chairman of the Tasmanian Arts Advisory Board (2006-2011).
Saul has a first class honours degree in Economics from the University of Tasmania, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. In December 2012 he was awarded an Honorary LLD degree by the University of Tasmania. He has also completed the Senior Executive Program at Columbia University’s Graduate School of Business in New York.
Chairman & Host
Ayten Saridas is an experienced finance executive with over 25 years of international experience across a broad range of ASX listed companies including E&P, retail, infrastructure, funds management, investment banking and FMCG.
Ayten was the former CFO of AWE Limited an ASX listed oil and gas company with upstream oil and gas assets both in Australia and internationally. In this role Ayten was responsible for finance, strategy, planning, treasury, taxation, audit and business development. She played a key role in steering the company through a low oil price environment and in restructuring the asset base to ensure the company can succeed through the current low oil price cycle.
With a proven track record of leadership, Ayten’s core strength is in working with companies to optimise capital structure to drive growth through strategic positioning, appropriate performance measures and comprehensive business plans to deliver on targets and manage the business through challenging environments. Ayten has demonstrated her effectiveness in developing corporate strategy, execution of business plans, M&A transactions, defence and multi-billion dollar capital raisings in support of these achievements. Her previous roles included Group Executive & Treasurer for Santos, Group Treasurer for Woolworths and CFO for the Babcock & Brown Japan Property Trust. She has led some of the most complex and innovative financing transactions for Australian corporates during her career.
Ayten is a CPA with a Bachelor of Commerce and a Masters in Applied Finance.
Chief Financial Officer
Jim is the Chief Financial Officer of Sydney Water, and is responsible for Finance Services incorporating finance, accounting, commercial, supply chain and property. Before joining Sydney Water, Jim ran Synergy, Western Australia’s largest energy retailer. Synergy supplied electricity and gas to over 1 million customers and was responsible for the development of a number of WA power generation projects, both thermal and renewable.
Prior to that, Jim was Chief Financial Officer of Ergon Energy, Queensland’s regional electricity supplier which distributed and retailed electricity to over 97% of the state, and Chief Financial Officer of Epic Energy, a gas transmission business across 3 states.
Jim has held senior financial roles in a number of companies, including Treasurer of MIM, Australian Industry Development Corp and Thiess.
Chief Financial Officer
Boeing Defence Australia
Phil Wallace has been with Diageo for 20 years, holding key leadership roles in Asia Pacific and more recently in the Australasia business. Phil has worked across a variety of finance and operational roles, including M&A, business development, supply chain, strategy and governance roles.
Phil started his career in operations and sales before moving back into the accounting world. He joined Diageo Australia in 1996 and moved through a number of finance roles within the Australian organisation. His last role before leaving Australia was Financial Controller and after two years then moved to the role of Financial Controller for the Asia Pacific Region, based in Singapore.
In 2007, Phil was promoted to the role of Asia Pacific Financial Planning and Reporting Director and held two more Director roles over the next seven years, including Finance Director for Asia Pacific Supply and Regional Head of Internal Audit, giving him a broad view of the Asia Pacific landscape, challenges and also opportunities that this presented.
After eight years abroad with Diageo, Phil returned to Australia in August 2014 and was appointed to the role of Finance Director for Australasia, a role that sees him responsible across the end to end business for the groups subsidiary in Australia.
Phil also sits on a number of boards and has interests in supporting the local sports clubs and communities through his involvement. Phil holds a Bachelor Degree of Commerce from Bond University in Queensland, specialising in accounting, law and human resource and a CPA qualification.
Phil is married and has three sons, and has a number of interests outside work including sport, volunteer work and anything else that involves being outside.
In an interconnected world where risk and opportunity are constantly shapeshifting, finance leaders not only manage the known, they also help to lead the unknown. How are economic conditions in Australia set to influence corporate planning in the upcoming financial year? What are the key political and socio-economic concerns reflected in the 2017–2018 Federal Budget? How are finance leaders managing important shifts in regulation and political risk? What should be expected from major international markets over the next financial year?
Responsive and responsible financial leadership is essential in an age where transparency, accountability, upskilling and innovation have daily implications. What defines best practice as a CFO today? How is the strategic input of CFOs changing? How can CFOs develop the skills, experience and mindsets to further expand their leadership potential? What strategies can be used to foster a pipeline of diverse talent and next-generation leaders?
Amidst widespread uncertainty and structural change, the difference between surviving and thriving can hinge on strategy that transcends business functions and stakeholder expectations. What strategies are proving the most useful to manage change, measure the quality of business processes, and optimise performance? What can finance leaders learn from startups about the risks and rewards of innovation? What are the benefits and challenges of business structures such as shared services, outsourcing, decentralisation, reduced silos and cross-functional teams?
As digital finance is shaped by the cloud, real-time data analytics, dashboards, smart contracts, bank connectivity, blockchain, bitcoin and more, CFOs are striving to create efficiencies of scale from low-cost, high-value technologies. What are the most significant technological changes impacting the way CFOs and their teams work now, and how could this change over the next five years? How can technology be leveraged to improve business alignment and enhance the experience of employees, suppliers and customers? In a future where machines learn by themselves and technology replaces many finance and accounting roles, how can CFOs make the most of human ingenuity?
By nurturing relationships that address the needs of internal and external stakeholders, CFOs can strengthen company morale, reputation and stock value – for the present and the future. How are CFOs optimising collaboration with internal partners, such as CEOs, accounting, treasury, procurement, IT, sales, marketing, HR and operations? What tactics are useful for communicating and reporting on financial information in a way that is clear, accurate and accessible? How are CFOs navigating confidentiality and transparency when managing legal obligations, best practice, investor relations and shareholder activism?
Data continues to underpin the transition of finance and accounting from processing functions into drivers of significant business value. How have CFOs used data insights to improve outcomes for customers, suppliers or internal stakeholders? How are CFOs taking data and analytics to the next level in order to inform business planning, growth strategies and decision making? In what ways are CFOs contributing to data security and data integrity, and what more needs to be done?
A CFO influences not only a company’s present financial situation, but also a company’s financial future – with implications for the economy and wider society. What will be the challenges and opportunities of conducting business in the near and medium-term future? Is planning for the future becoming more difficult or more manageable? What qualities will finance leaders need to succeed at maintaining stakeholder trust and loyalty? How can CFOs act now to develop the skills and resources they and their teams will need in the future?
BlackLine provides cloud-based solutions that automate and manage complex, manual, and repetitive processes including financial close operations and other key finance and accounting processes.
Designed to complement ERP and other financial systems, the BlackLine Finance Controls & Automation Platform increases operational efficiency, real-time visibility, control and compliance, fueling confidence throughout the entire accounting cycle.
Concur, imagines the way the world should work, offering cloud-based services that make it simple to manage travel and expenses. By connecting data, applications and people, Concur delivers an effortless experience and total transparency into spending wherever and whenever it happens, so businesses can focus on what matters most.
The CFO Forum is exclusively crafted for the most senior finance executives from across all sectors of the national economy. Delivered by the profession’s elite, this event offers a powerful business agenda within an effective executive networking environment.
Being a sponsor of the event actively works for you before, during and after the event, increasing your credibility in the minds of Australia’s senior corporate finance decision makers.
Enhance your market visibility, put your CEO on the programme and gain dedicated face-to-face time with an influential audience in a specialised closed event environment.
Tim Lockwood – Commercial Manager
Tel: 02 8004 3172
PARKROYAL Darling Harbour,
150 Day St, Sydney NSW 2000, Australia.
|Packages||Early Bird Price (ends 17 March)||Standard Price (from 18 March)|
|Finance Professional: 1 Delegate||$1995 Inc. GST||$2495 Inc. GST|
|Finance Professional: 4 Delegates (Includes 1 Free)||$5985 Inc. GST||$7485 Inc. GST|
|Service Provider* (Limit – 1 delegate)||$3995 Inc. GST||$3995 Inc. GST|
* This option is for service providers to finance professionals. Service providers may only have one representative at the event and must submit an online application for internal review.
Delegate Pass includes access to all sessions, refreshment breaks, networking lunches, networking drinks reception, and access to speaker presentations. Please note: not all speakers choose to provide presentation papers. One delegate ticket is entry for one person only, passes cannot be shared. Organiser’s reserve the right to deny entry to anyone not registered.
Payment & Discounts:
Payment of invoice is due within 7 days of registration. A 3% surcharge is payable for all credit card transactions. Only one promotional discount code can be applied per registrant. All prices quoted are inclusive of GST. Payment in full is required by the first day of the event. Please note: Registrations made within 7 days of the event can only be paid via credit card.
Connect Events endeavours to ensure the conference programme and speaker line-up is correct at the time of the event. All advertised details are correct at time of publishing. Due to unforeseen circumstances Connect Events reserves the right to alter the programme prior to the event without notice. We also reserve the right to cancel or postpone this event when full refunds will be issued. Connect Events reserves the right to deny access to any individual that engages in or is alleged to engage in practices that are considered unprofessional and inappropriate for a business conference. We reserve the right to deny access to delegates that may affect the client / vendor ratio of attendance in favour of the interests of sponsors and commercial partners of the event. In registering for this event, delegates grant permission to Connect Events to take and to have full and free use of video/photographs containing their image/likeness for promotional use. Should a delegate not agree to the above image release, they must advise email@example.com
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Connect Events may take photographs and/or video of the event you are attending and in doing so your image may be included in the photographs and videos reproduced and distributed by Connect Events in any medium to any part of the world. By attending the event you irrevocably agree to submit your image for reproduction by Connect Events in distributing marketing material and/or video footage of the events.
A substitute delegate is welcome at any time provided the request is made in writing. A full refund less a $250 (GST Inclusive) processing fee is applicable on cancellation requests made in writing within 10 days of registration. No refunds are available for cancellations made more than 10 days after registration.
Full payment is required within 7 days of registration – if payment is not received in this time and cancellation is requested more than 10 days after registration – payment is to be honoured.
What’s included in my delegate pass? A Delegate Pass includes access to all sessions, refreshment breaks, networking lunches, networking drinks reception, and access to provided speaker presentations.
Is there a group booking discount? Yes – when you book 3 delegates a 4th attends for free. The group booking discount will be calculated by reducing the individual cost of each pass by deducting the free pass from the total booking amount. If you have any questions about how group bookings work, please contact firstname.lastname@example.org
Can I transfer my pass? A delegate pass is entry for one person only, passes cannot be shared. A substitute delegate is welcome at any time prior to the event, provided the request is made in writing to email@example.com
How do I receive my delegate pass? Following the completion of your registration and payment, you will receive an email confirmation. We will contact you via email one week before the event to provide final information regarding your participation. Delegate badges and all event material will be provided upon arrival at the event – nothing will be sent in the post.
What is a Service Provider? A service provider refers to an individual or organisation who supplies products and/or services to the primary audience of Finance Professionals. Service providers may only have one representative at the event. A delegate pass is entry for one person only, passes cannot be shared. All service providers who apply for a pass will be reviewed internally before a registration is completed.
Is media registration available? No, this is a closed and confidential event. Media registrations are not available.
Cancellation Policy A full refund less a $250 (GST Inclusive) processing fee is applicable on cancellation requests made in writing within 10 days of registration. No refunds are available for cancellations made more than 10 days after registration.
Will there be a delegate list available? No, Connect Events does not provide delegate lists to attendees.