Technology and The CFO - Philadelphia

The CFO & Technology: Is the Future of Finance New Technology or New People?

Program Details: 

Drawing on our 2018 Sentiment Report that surveyed over 500 CFOs and finance leaders from around the globe and in-depth interviews with dozens of CFO Alliance Members, we are gathering together at our Q2 Roundtable Series to discuss,debate and dissect how CFOs can build and lead a finance  function that embraces technology to improve performance, increase efficiencies and enhance confidence and understanding across the enterprise.   
Where once its purpose was predominantly that of a reporting function that focused on balancing the books, finance has become the data-driven decision-center.
Join your peers as we gather to explore the future of the finance function and its two connected parts:  Technology & People

Learning Objectives / Key Takeaways 

Technology - Ongoing advances in new technologies — such as in-memory computing, the cloud, analytics, mobility, business intelligence (BI), and process automation — offer CFOs an exciting opportunity to redesign what the finance function can and should look like. In addition, many CFOs are now leading the effort in driving adoption of these technologies more broadly in the organization, and in leading the transformation that ensues from technology innovation.

  • How do new technologies help enterprises save costs, manage risks and increase insights?
  • What are the most effective ways that finance leaders can challenge assumptions and encourage experimentation with new technologies?
  • How can finance leaders most effectively take calculated risks and manage the inherent risks associated with technological innovation?
People - CFOs must make bold moves to build a finance function that has the right people, with the right skills, to complement and get the most out of new technologies, and success as a CFO will depend on combining the intelligence of smart technologies with the intellect, emotional intelligence and interpersonal skills of talented people.  
  • What are some ways that finance leaders can identify the right people to build the finance function around?
  • How do finance leaders combine people with technology to enhance culture and improve performance?

Featured Member Case Study Guest:


Tonya Zweier is the Chief Financial Officer at McBee Associates, a leader in providing managerial and financial consulting services in the health care industry. Tonya has over 25 years of experience developing and implementing financial solutions for a wide range of challenges for businesses in rapid growth. Tonya started her career as an auditor and public accountant, and served for ten years as Controller at Safeguard Scientifics, a prominent private equity and venture capital firm in the Philadephia area. Tonya has held a number of Chief Financial Officer roles at a variety of different companies in the technology and software development spaces, including Acsis, The Neat Company and Alliance Global Services.

Tonya started as McBee's CFO in January and leads the finance team to enhance their strategic direction. She focuses on budgeting, forecasting, productivity tracking and many other areas to predict revenue and profit streams. She works with senior leadership to advance analytics and decision-making tools for continued growth. 


7.15 - 8.00 Networking
8.00 - 8.15 Welcome/Opening Remarks
8.15 - 8.45 CFOA Member Case Study Q&A
8:45 - 9.15 Table Discussions
9.15 - 9.45 Group Share 
9.45 - 10.15 RT Summary, Key Takeaways, and Next Steps 
10.15 - 11.00 Networking/Meet the team, Global Advisory Board + CFOA Team Members will be available to meet with you


When:  May 1, 2018 from 7:30 AM to 10:30 AM (ET)


Greg Wood