CONNECTING TECHNOLOGY INNOVATORS TO THE CORPORATE FINANCE COMMUNITY

 

SATURDAY, OCTOBER 14

SAN DIEGO CONVENTION CENTER 

Facilitators
Secretariat
Founding Members
Now more than ever, it is incumbent on finance and treasury executives to really understand the opportunities and the implications of emerging technologies. This paper aims at guiding the corporate finance and treasury community through this change in a practical, objective manner.
Miko Matsumura
MIKO MATSUMURA  is a Limited Partner with Pantera Capital and a founder of the cryptocurrency exchange Evercoin. He is based in silicon valley and is an active angel investor as well as a former LP with Focus Ventures, an $800 million dollar VC firm with 9 IPOs and 44 M&A events.
Oliver Lewis
OLIVER LEWIS is an academic, innovation adviser, and British senior civil servant with interests in near future technologies, institutional and corporate culture, diplomacy and national security. He is a senior research associate at the University of Oxford, a fellow of Tech City UK, and a visiting programme director at Wilton Park.
Leslie Chacko

LESLIE CHACKO is Director at Marsh & McLennan Companies' Global Risk Center, and head of the Center’s emerging technologies program. Leslie has over 14 years of experience in advising clients in the Financial Services and High Tech industries at the intersection of strategy, technology and risk.

Ben Sabloff

As Founder & Managing Partner of AQN Strategies, BEN SABLOFF and his team of expert practitioners are building and implementing solutions for leading bank and financial services clients. Ben’s career includes founding several companies, as well as thirteen years across a variety of roles at financial services leader Capital One. Ben holds an MBA from Stanford.

Julia Kirby
JULIA KIRBY is co-author of Only Humans Need Apply: Winners and Losers in the Age of Smart Machines which was included by the Financial Times in its best books of 2016. Kirby is a senior editor at Harvard University Press and long-time writer and editor for Harvard Business Review.
Ori Brafman
ORI BRAFMAN is a researcher, entrepreneur, and author of three New York Times bestsellers including his seminal work, The Starfish and the Spider. His unique ideas on leadership, teamwork, cultural change and innovation have been implemented by organizations including the U.S. government, Google, Microsoft, Cisco, Intel, the Chicago Bulls, Amazon, Facebook and PWC.
Jim Kaitz

JIM KAITZ is President and CEO of AFP, an association that represents over 16,000 treasury and financial professionals and sponsors the Certified Treasury Professional and Certified Corporate Financial Planning & Analysis Professional credentials. He was formerly EVP and COO of Financial Executives Institute, an association of senior financial executives representing 8,000 companies in the U.S.

Chip Colbert
CHIP COLBERT is Chief Executive Officer at Starfish Leadership and Senior Director at SBD Advisors. Over a 20-year career as an Army infantry officer and strategist, he was deployed worldwide in support of military operations and served as the National Security Council’s Director for Defense Policy and Strategy for the Middle East. 
9:00 - 10:30 A.M.
Featured Thought Leader Discussion Panel
Topics include
1. Artificial Intelligence and Big Data
  > Will automation shift the role of finance?
  > Are roles going to disappear?
  > The human side of implementing technology

2. Cybersecurity
  > Preventing the imminent attack
  > Collectively effectively responding to threats
  > Managing public perception on safety and security
  > Risk mitigation in increased environment

3. Blockchain
  > Is this the end of currency?
  > Leveraging blockchain toward efficiency
  > Responding to industry disintermediation

10:30 - 11:00 A.M.
AFP MindShift San Francisco
Findings/White Paper Presentation

Led by Leslie Chacko, Global Risk Center at Marsh & McLennan Companies

11:00 A.M. - NOON
Open Forum Discussion

The discussion begins with questions AND comments from AFP Founding Members and THEN opens up to the room.

NOON -1:00 P.M.
Lunch/Open Session Concludes


1:00 - 2:00 P.M.
Workstream Review

Review progress from MindShift San Francisco workstreams
 
2:00 - 3:00 P.M. 
Aligning strategy with the three big trends in finance
> Case studies
> Creating cultures that implement innovation
> Proactive rather than reactive stance to market shifts
 
3:00 - 4:00 P.M. 
Breakout Groups
 
4:00 - 4:45 P.M. 
Wrap-up Session
> Roundtable discussion
> Specific next steps
> A networked approach to navigating emerging trends
 
5:00 – 7:00 P.M.
AFP Chairman’s Reception
Adventure Hornblower
San Diego Marriott Marquis & Marina
333 West Harbor Drive
San Diego, CA 92101
Boarding at San Diego Marriott Marquis Marina - Gate 3 Dock F
(MindShift attendees will walk over to the reception together)

 

Become an AFP MindShift member to shape the way technology will impact corporate finance and address the challenges and opportunities of the future? Download the Membership fact sheet to see the different levels of AFP MindShift membership and the benefits you receive at each level.