Our Lunch Day 2 Sponsor for the CFO Forum 2017 is @LeasePlanAU!(about 3 days ago)
We are delighted to have @CortellAUS on board as our Gold Sponsor for the CFO Forum! https://t.co/5rdAtr9tZy(about 5 days ago)
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
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.
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.
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
Nicholas Gruen is a widely published policy economist, entrepreneur and commentator on our economy, society and innovation.
He is CEO of Lateral Economics, Adjunct Professor at UTS Business School, Chair of Peach Financial the Open Knowledge Foundation (Australia).
He is Patron of the Australian Digital Alliance, comprising Australia’s libraries, universities, and providers of digital infrastructure such as Google and Yahoo.
He was a Council Member of the National Library of Australia (2014-16), chaired the Federal Government’s Innovation Australia (2013-14) and chaired The Australian Centre for Social Innovation (TACSI) (2010-16).
He chaired successful San Francisco based data analytics crowdsourcing platform Kaggle.com and is an investor in numerous Australian and international start-ups.
He has advised Cabinet Ministers, sat on Australia’s Productivity Commission (then Industry Commission) and founded Lateral Economics and Peach Financial. He has had regular columns in the Courier Mail, the Australian Financial Review, the Age and the Sydney Morning Herald and has published numerous essays on political, economic and cultural matters several of which have been published in annual “Best Essays” anthologies.
He was a member of the Cutler Review into Australia’s Innovation System in 2008, and a review of Pharmaceutical patent extensions in 2013.
In 2009 he chaired Australia’s internationally acclaimed Government 2.0 Taskforce.
He has a BA (Hons – First Class) in History (1981) a Graduate Diploma in economics and a PhD from the ANU (1998), and an LLB (Hons) from the University of Melbourne (1982).
Hon Michael Sukkar MP|
Assistant Minister to the Treasurer
Michael Sukkar is the Federal Member for Deakin and the Assistant Minister to the Treasurer. He was elected to the Australian House of Representatives at the 2013 federal election and is the ninth person to hold the seat of Deakin since its creation in 1937.
Michael has lived, worked and been a part of the Deakin electorate all of his life.
Michael grew up in Ringwood and attended primary school at Sacred Heart in Croydon and then secondary school at Aquinas College in Ringwood. After secondary school, he went on to complete a Bachelor of Laws and Bachelor of Commerce at Deakin University in Burwood. He later furthered his studies by completing a Master of Laws at the University of
During university Michael was involved in a number of local community activities, including coaching junior teams at St. John’s Basketball Club in Mitcham.
Prior to entering the Parliament, Michael Sukkar spent seven years working as a lawyer with the firm, Ashurst Australia (then known as Blake Dawson Waldron) where he was a Senior Associate. In this role, he advised many of Australia’s most successful individuals and largest corporate groups. Before this role, he worked as a Senior Consultant with accounting firm PricewaterhouseCoopers where he specialised in taxation.
On January 24th 2017 Prime Minister Malcolm Turnbull appointed Michael to the Ministry as Assistant Minister to the Treasurer. Michael has previously served on a number of parliamentary committees, including being the Chairman of the Parliamentary Joint Committee on Intelligence & Security.
Away from politics, Michael remains an avid basketball player and enjoys gardening. Michael is honoured to represent the electorate of Deakin. He understands the issues that
concern residents and is working hard to be a strong voice on key local, national and international issues in the Federal Parliament.
Michael lives in Blackburn with his wife, Anna.
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
PepsiCo Australia & New Zealand
Chief Financial Officer
With over 25 years of professional experience, Ms. Raffe has thoroughly honed her expertise in financial management, mergers and acquisitions, operations, and strategy. She brings her experience and skills to her role as Finance Director of Village Roadshow Limited (VRL), an ASX 200 premier entertainment and media company based in Australia.
VRL operates globally and has revenues in excess of $1 billion. In addition to being a leading film producer and distributor, the company owns and operates a chain of cinemas and several world leading theme parks.
Ms. Raffe is tasked with managing all financial aspects of Village Roadshow Limited, as well as overseeing all corporate areas, including investor relations, treasury, human resources, information technology, strategy and risk management. A chartered accountant, Ms. Raffe serves as the Australian National Vice-President with Finance Executives International and a graduate of the Australian Institute of Company Directors.
Ms. Raffe is on the board of not for profit organisation, Entertainment Assist and Director on the Eltham College Board. She was a top 4 finalist in the 2013 Australian Financial Review CFO of the year awards.
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.
Group Chief Financial Officer
Reuben is the Chief Financial Officer of Kathmandu, Australasia’s leading retailer of outdoor equipment and adventure travel brand. He is responsible for the finance, legal, merchandise planning, property & store development functions. Reuben joined Kathmandu in 2010 as Group Financial Controller and was appointed as Chief Financial Officer in 2014.
Prior to joining Kathmandu, Reuben held senior financial management roles in consumer facing businesses including Finance Director, EMEA of TaylorMade-adidas Golf and Retail Finance Manager for Meridian Energy.
Reuben is a member of CAANZ and qualified as an auditor with KPMG.
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.
Sally Bateman is Finance Director at Nike Australia Pty Ltd. (incorporating management of Nike New Zealand Limited), the Pacific arm of a multinational corporation engaged in creating products, services and experiences for today’s athlete. Sally sits on the Pacific Leadership Team Board of Directors and is responsible for the functions of Finance, Facilities Management & Procurement and Brand Protection & Security.
Although from a Finance background, Sally leads with a commercial focus and is very connected to the execution of the business’s game plan. Last year Sally joined the Australian Sporting Goods Association Board (ASGA) as a Non-Executive Director (NED).
Sally’s key responsibilities include shaping the long plans and strategic direction of Nike Pacific and ensuring the business can deliver its Operating Plan with accuracy and compliance in a profitable and sustainable way to Nike Inc. on an annual basis. Having worked abroad at Nike’s Headquarters, she understands the importance of “bigger picture thinking” and working in a complex matrix environment.
Sally holds a Bachelor of Business Degree (Accounting), memberships with the Institute of Chartered Accountant in Australia (CA) and the Institute of Company Directors (GAICD).
Warren Hogan is a Principal Advisor in the Sydney Office of The Australian Government Treasury. Warren joined Treasury in October 2016. Warren works across Groups within Treasury and has recently undertaken work on foreign investment and macroeconomic conditions.
Prior to joining Treasury Warren was the Chief Economist of the ANZ Bank and Head of ANZ Research. In this capacity Warren was responsible for a team of economists and strategists within the Institutional Division covering the economy, and commodity and financial markets. ANZ Research is a global team with a strong Asia focus with staff located in China, Hong Kong, Singapore as well as in Australia and New Zealand. ANZ Research is highly regarded as a provider of insight and analysis recognised with industry awards across many markets.
Warren is well known to a global customer base having travelled extensive over the past 15 years providing research and advice to a wide range of corporations and money managers.
Warren is based in Sydney where he lives with his wife and 2 daughters. Warren is an Adjunct Professor in the University of Technology Sydney Business School and is a member of the Board of Avondale Golf Club in Sydney.
General Manager, Finance, Corporate and Special Projects
Ray currently holds the position of General Manager- Finance, Corporate and Major Projects with the Australian Football League. In this role he is responsible for finance, accounting, treasury, insurance and risk management, technology and procurement. Ray’s current priority is to establish the AFL Industry Funding Model following the Media Rights arrangement entered into last year.
Ray has had extensive experience as a senior executive and a company director in a variety of industries and would be well known to many of you through his time as Interim Chief Executive Officer of the Essendon Football Club and before that as Chief Financial Officer of the Tatts Group.
In addition to the Tatts Group, Ray has had executive roles with Westpac, Price Waterhouse, Aluminium Smelters of Victoria, Southern Cross Austereo and the Victorian Government. He is a non-executive director of Sigma Pharmaceuticals and Hotel Property Investments. Ray has also previously held non-executive director roles with AFL Victoria and the Melbourne Renegades.
Ray played a leading role in the transformation of the privately owned Tattersall’s into the publicly listed Tatts Group as an ASX 100 listed national and global company followed by initiating and implementing the $4 billion merger of Tatts and UNITAB. He also played a lead executive role in acquisitions for the Tatts Group.
Former Chief Financial Officer
Paula Kensington is an agile and determined business leader with considerable financial, operational and strategic management experience in Australia and in the UK. As the Australian and NZ CFO and COO of Regus, the world’s largest provider of flexible workplaces, she is responsible for both operational and financial performance across the
Previously, Paula was CFO and Company Secretary of ASX listed Rubik Financial Ltd, where she steered significant growth. In 2013, she was named CFO of the Year in the Thomson Reuters Tax & Accounting Excellence Awards, recognising her efforts in a range of areas including financial achievement; heightened quality of service; enterprise and added value;
dedication; innovation and initiative; leadership qualities; and team development and management skills.
Paula is passionate about ensuring that our next generation of leaders are ready and able to be the best they can be, to lead with confidence and determination. She believes in conscious
leadership, with a focus on collaboration, care and courage.
Paula is a proud member of the ACCA – the global body for professional accountants. She was recently elected as Chair of the Australia/NZ Members Panel, passionately representing members and aiding the direction of work required to support members’ needs. Paula is also involved in the Macquarie University PACE scheme where she presents to Accounting students each semester, helping them to shape their CFO pathway. She aims to drive, inspire and empower others to think differently and add value.
Australian Industry Group
Innes Willox is Chief Executive of the Australian Industry Group, a leading industry organisation representing businesses in a broad range of sectors including manufacturing, defence, ICT and labour hire.
His current appointments include:
Innes served as the Australian Consul General to Los Angeles from 2006 to 2008, where he represented wide-ranging Australian interests on the west coast of the United States, including in the areas of trade, finance, culture, bio-technology, environment and energy sectors.
He was Chief of Staff to the Australian Minister for Foreign Affairs, Alexander Downer, from 2004 to 2006.
Earlier, Innes held a number of private sector and government positions including Manager of Global Public Affairs for Singapore Airlines based in Singapore (2000-04).
Innes began his working career as a journalist. His positions included Chief of Staff at The Age newspaper in Melbourne and Chief Political Correspondent for The Age in the Canberra Parliamentary Press Gallery.
Innes was educated at Melbourne High School; Monash University (BA History and Politics); and Edinburgh Business School. He is on the Board of Windermere – Victoria’s oldest family and child services agency. He is based in Melbourne and is a lifetime supporter of the Collingwood Football Club.
Chief Financial Officer
Chief Financial Officer
Director, Finance Operations and Group Financial Controller
John is an experienced senior finance executive who has held significant leadership positions in financial services, insurance and real estate businesses in Australia, New Zealand, Hong Kong and the United Kingdom. John has built and led teams of finance and investment professionals, managed material capital raisings in multiple jurisdictions, merged life companies, negotiated with regulators, auditors and tax officials, partnered finance and accounting roles both domestically and internationally, designed and implemented management information, performance management and reward frameworks and championed cultural change and diversity & inclusion initiatives. John has also had responsibility at various times in his career for People & Culture, Risk, Premises, Internal Audit, Legal and Company Secretarial functions.
At AMP John is responsible for statutory reporting, group tax, decision support, financial control and shared services and investment control. John is also responsible for working with IT@AMP to ensure the ongoing robustness and continuing improvement of finance systems and the delivery of AMP’s finance management information strategy
Global Retail Finance Director
Darren has over 7 years of executive Finance experience in the Financial Services industry specialising in Foreign Currency products and services. He is currently the Global Finance Director for Travelex’s Retail division and was appointed to the role in June 2013. He is based in Sydney, Australia, and is responsible for leading all finance and accounting activities across the worldwide Retail network (operations in 29 countries). Prior to this role, Darren was the Finance Director for Travelex’s Asia-Pacific region from June 2009 to June 2013. During this period he was responsible for leading all finance and accounting activities for Travelex’s operations in Australia, China, Hong Kong, Japan, Malaysia and New Zealand.
Darren is CPA qualified in the USA and has over 26 years of experience in corporate finance. He has held executive Finance positions with Verizon, Thompson Reuters, Fuji Xerox, Travelport and Travelex. Darren has Executive Board Director experience in 16 countries and has directed operations in 35 countries.
Executive Director, Head of Trade Finance
Adnan has over 27 years of experience delivering trade and corporate banking solutions to clients across the globe.
In his current role as Head of Trade for Westpac Bank, he is responsible for sales, product, risk and collateral management globally. Prior to Westpac, he worked as head of Trade Products for Commonwealth Bank.
Prior to moving to Australia in 2013, Adnan was Transaction Banking Sales Head for Royal Bank of Scotland for UK and Ireland.
As Head of Trade for the merged RBS/ABN AMRO , he was accountable for the Bank’s range of trade solutions and services for corporate and financial institutions .
Before moving to Transaction Banking in 2006, Adnan held various senior roles in Corporate Banking, Global Markets within ABN AMRO Turkey and Pakistan.
He is a member of Global Trade and Industry Council for BAFT and was a member of the expert’s panel on Trade for World Trade Organisation (WTO).
Director, Head of Trade Finance Sales
Jennifer is a Director with over 15 years of experience in the Debt Capital Markets and has held various positions with leading global and domestic banks with a focus on Trade Finance and Receivables Financing.
Jennifer heads up a sales team across Australia that manages Trade Finance and Supply Chain markets, covering Natural Resources, Agri, Property, Consumer, Corporate, Industrials, Media and Tele-communications with a particular focus in the Institutional market.
Under Jennifer’s guidance the Australia Trade Finance Sales Team provides services and tailored solutions around traditional trade and structured trade finance solutions including, working capital finance for commodities, inventory, receivables and payable finance.
Jennifer commenced her career as a Banking and Finance lawyer focusing her attention in the debt capital markets, with a particular focus on securitisation.
Jennifer has conducted numerous public speaking engagements and brings a wealth of experience to the client experience.
Jennifer holds a BA and LLB from the University of Sydney.
Chief Financial Officer
Matthew McKenzie is the Chief Financial Officer of the Lonsec Group (Lonsec Fiscal Holdings), a privately owned Australian company with a multi-brand strategy of providing leading investment and superannuation research & data and consulting services. Core businesses within the group include Lonsec Research Pty Ltd and SuperRatings Pty Ltd.
Matthew is also the Chief Financial Officer of CCUBE Integrated Wealth (Lonsec investment), a start-up integrated wealth management platform that offers an enterprise grade, native cloud, comprehensive financial planning software.
His current appointments include:
Prior to joining Lonsec, Matthew spent four years at Russell Investments where he held roles in Financial Control, Projects & Transitions and Asian expansion. Matthew is a Chartered Accountant and a Graduate of the Australian Institute of Company Directors.
Head of Business Process Services
Vijay is a seasoned professional with extensive experience in Business Process Services (BPS) and has worked with complex and culturally diverse organisations across the globe. Currently, Vijay heads the Business Process Services for Australia and New Zealand and is responsible for relationship building, client engagement, and consultative selling.
In his current role, Vijay is a key contributor and driver of go-to-market plans for consulting, strategic outsourcing programs and domain specific offerings. Key responsibilities include creating compelling value propositions in line with the client’s business and technology challenges. He brings in rich experience from the industry clubbed with business knowledge, TCS’s Frameworks, Models and Technology to create strong and compelling solutions for its clients.
He has lived across India, US and Australia and has worked with clients from Europe, UK and Middle East and hence bringing in a global perspective to problem solving for addressing industry problems and challenges.
Vijay has a strong operational delivery background having handled varied operations’ leadership roles across Retail Banking, Insurance and Investment Operations for Citi.
Vijay holds Master in Business Administration (MBA) degree with specialization in Finance and Marketing. He is also a Certified Six Sigma Quality Professional, trained COPC Coordinator, and Certified ISO Auditor.
Group GM Finance
Rob has been Group General Manager, Finance at Fairfax Media for 4 years. Prior to that he spent 15 years with Vodafone in a variety of Finance roles including Financial Controller and Commercial GM for Sales and Marketing at Vodafone Australia.
Rob has led two finance transformation programs, incorporating shared services outsourcing, development of business analytics, improvements to the risk management and control environment, business partnering capability development and process improvement using the Lean methodology.
Jarrod specialises in leading off shoring and outsourcing engagements for large multinational corporations. For the last 10 years Jarrod has delivered a diverse range of engagements across many sectors including insurance and financial services.
He has worked across the Finance, Human Resources, Procurement, Supply, Customer Care, Logistics, Sales and Marketing domains.
Jarrod has worked extensively across Asia Pacific having been based in Singapore for 6 years.
Octane Software Solutions
Amendra was running the Business Intelligence team at Macquarie Bank for 7.5 years before venturing out to start Octane Software Solutions that is a IBM partner in Analytics space.
He has a background in Finance and Information Technology and has set up and led teams to deliver Analytical capability in Finance teams. He is passionate about maximising benefits from technology investments within organisations using combination of offshoring/outsourcing and focusing on staff training.
He has successfully implemented large and complex platforms in Budgeting/forecasting, Allocations and Treasury functions. He is firm believer in technology is an enabler for people to do their job in more effective way. Over the past years he has founded and run a IBM TM1 user group in Sydney and spoken in numerous conferences on best practice in Financial Reporting.
Chief Financial Officer
Maersk Line Oceania
I have over seven years’ experience in the international container shipping industry with Maersk Line and since December 2015 I have been in my current role as CFO for Oceania. My role at Maersk has developed from a traditional finance leadership role to now driving more of a commercial finance focus, this has been facilitated by the development of streamlined global processes and partnerships across the business. Previously I have worked at Rank Group and TelstraClear in a variety of accounting and reporting roles, learning the ropes and developing an appreciation for what drives successful businesses. As a graduate I worked in the Oil & Gas industry and did a stint at PwC where I was able to hone my knowledge of Financial Reporting Standards and developed strong analytical skills. I graduated from the University of Auckland with a conjoint Commerce and Arts degree and completed a Diploma in Commerce specialising in Commercial Law. I completed post graduate studies at the University of Dundee (UK) with a Master of Accountancy degree with distinction. I am a member of CAANZ.
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?
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
Westpac Institutional Bank (WIB) delivers a broad range of financial services to Commercial, Corporate, Institutional and Public Sector customers with connections to Australia, New Zealand, Asia, Europe and USA markets. We take a supply chain perspective of our customer’s business, providing innovative risk and financing solutions designed to add value to our customers’ and their strategic trade counterparts business.
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.
Octane Software Solutions is an IBM partner specialising in Business Intelligence. We provide our clients with cutting edge solutions for Budgeting & Forecasting, Allocations and Dashboard Reporting.
Tata Consultancy Services is an IT services, consulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of IT and ITenabled, infrastructure, engineering and assurance services.
This is delivered through its unique Global Network Delivery Model™, recognized as the benchmark of excellence in software development. A part of the Tata Group, India’s largest industrial conglomerate, TCS has a global footprint and is listed on the National Stock Exchange and Bombay Stock Exchange in India.
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.
Cortell helps drive efficiencies throughout your planning reporting and analytical processes. By automating the data and business controls, we deliver the right information to the right people reducing risk and improving insight. Cortell is a multi-awarded Platinum IBM Partner.
CPA Australia is one of the world’s largest accounting bodies with more than 160,000 members globally.
LeasePlan is the world leading vehicle leasing and management company, with operations in 32 countries and more than 1.5 million vehicles under management.
A proven partner to Australian businesses, LeasePlan provides effective cost controls and best practice management of your essential business vehicles.
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.
To receive a discount on rooms. Contact reservations directly on (02) 9261 1188 and quote 1705CFOFOR
|Finance Professional: 1 Delegate||$2495 Inc. GST|
|Finance Professional: 4 Delegates (Includes 1 Free)||$7485 Inc. GST|
|Service Provider* (Limit – 1 delegate)||$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.
Connect Events is part of Connect Media Group Pty Ltd
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 pass 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 Media Group 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 Media Group 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 Media Group 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.
Photography and Video
Connect Media Group 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 Media Group in any medium to any part of the world. By attending the event you irrevocably agree to submit your image for reproduction by Connect Media Group in distributing marketing material and/or video footage of the events. Should a delegate not agree to the above image release, they must advise email@example.com
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.