Workforce Optimization/Talent Planning - New York


February 1, 2018


8:00AM - 11:00AM EST


The Cornell Club
6 East 44th Street
New York, NY 10013

CPE Credits: 3

Field of Study: Personnel/HR

Hosted by The CFO Alliance

Cost: Free

Registration for this event is closed.

Keeping Finance Talent Connected to Changing Needs

Program Details: 

CFOs across industries have recognized that to execute their short and long term strategies, talented finance professionals are the keystone. But is the answer really open floor plans, onsite game rooms and a laxed dress code or is it hiring individuals that can do today’s work while learning tomorrow’s skills? Our network will discuss and examine the challenges in recruiting, retaining and maximizing the performance of top finance talent.

As all too many CFOs have learned, the quickest way to lose top performers and the best talent prospects these days is to showcase an enterprise that is lacking talent competencies and grounded in outdated processes.


8.00 - 8:30 Networking
8.30 - 8.45 Welcome/Opening Remarks
8.45 - 9.15 CFOA Member Case Study Q&A
9:15 - 9.45 Table Discussions
9.45 - 10.15 Group Share 
10.15 - 10.30 RT Summary, Key Takeaways, and Next Steps 
10.30 - 11.00 Networking/Meet the team, Global Advisory Board + CFOA Team Members will be available to meet with you

Learning Objectives / Key Takeaways 

Our first quarter Executive Roundtable Series will provide you the opportunity to connect with CFO’s and C-Suite Executives to discuss and explore the following:

  1. How the current war for talent is altering finance leader priorities and broadening accounting and finance career paths for all involved.
  2. How to remedy talent missteps while addressing current and future workforce challenges.
  3. Best practices for identifying, recruiting and onboarding talent with broader skill sets.
  4. What is the appropriate level of staff to have on your organizational chart?
  5. Adopting, leveraging, and driving results with talent competency frameworks.
  6. What role does technology play when developing Finance talent?
  7. How long does it take to develop Finance talent?
  8. What will the skill sets of Finance talent need to be for tomorrow’s jobs?
  9. Experience vs education which is more relevant?
  10. Has technology replaced the need for fundamentals in Finance talent?

Member Case Study

Dev Parekh, CFO of Investor Communication Solutions

Dev brings a broad experience having been in the finance function in several business untis of Braodridge. He stated goal this year is to "get out from behinf the desk." He and his finance team needs to be more visible both internally and externally. Join us as we define the critical talent competencies and priorities Dev believes it necessary for developing today’s finance professionals and explore how advances in technology, automation and enhanced connections to the ‘customer experiences’ are now energizing the career ambitions of finance professionals of today and tomorrow.

Related Discussions

This event is part of the CFO Discussion: Human Capital Strategies Discussion. Join the discussion today and share your voice.

Related Knowledge

  • Building Bench Strength - Special Task Force Report
  • Building Bench Strength
    Findings and Forecast from the Special Task Force on Talent and Workforce Development

    With support from The CFO Alliance and its Partners, finance leaders from around the world have gathered together to form The CFO Alliance Special Task Forces (STF). This collective serves as a catalyst for best practice sharing and to empower growth and performance.

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Event Attendees

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