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The Los Angeles CFO Leadership Council Presents Digital DNA Insights & Automation
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Digital DNA Insights & Automation October 20, 2020 12PM to 1:30PM PDT

When: Tuesday October 20, 2020
12:00 PM TO 1:30 PM Pacific Daylight Time
Where: Go To Webinar
United States
Contact: Debbie Dunn & Stacy Hall
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Going digital isn’t just about updating technology.  It is about reimagining what is possible with your business.  Making it dynamic.  Optimizing it.  Gleaning information each and every day to make things easier.  Reengineering a mindset, and sometimes culture.  Today’s successful CFO must be able to imbed a digital blueprint into companies to grow-forward.  Focusing on value to the organization, not just the cost.  Making scalable, yet viable changes with a mind-numbing nimbleness.  This is Digital DNA.

Learning Objectives:

  • Learn how to optimize technology already in place to start to imbed digital DNA that will help a company grow-forward.

  • Use data analytics & visualization to not only improve effectiveness, but to assist stakeholders of all levels to buy into your company’s technology to drive strategy and fuel innovation.

  • Find out how to make scalable, yet viable changes to build digital momentum and success.

  • Uncover how to dive into different types of operational metrics and create key performance indicators to track progress in multiple areas and measure ROI.

  • Determine if machine learning can help you find natural patterns in your data to generate insight to predict, classify and extract relevant information to make better business decisions.

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All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $60.

PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY.  (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.)  Service providers, business development and sales executives are restricted from attending. The CFO Leadership Council reserves the right to decline any registration.




Instructional method: Group-Internet-Based

Recommended CPE Credits: 1.5 credits in Information Technology

Experience Level: Basic

Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:




For more information about this program or The CFO Leadership Council, please contact Debbie Dunn, CA Marketing Director, The CFO Leadership Council at, or Stacy Hall, CA Regional Director, The CFO Leadership Council, at




If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.




P School of the University of Pennsylvania, author of the "Customer Centricity" book, and a winner of


Sven Hadzidedic, Regional Account Manager, Prophix - Is a Regional Account Manager at Prophix Software who works with companies to help them on the journey of automating and streamlining their budgeting, forecasting and reporting processes. Sven earned a Bachelor of Accounting & Financial Management from the University of Waterloo in Canada.


Carly Erickson, Account Executive, Oracle Netsuite – Carly is an Account Executive at Oracle NetSuite working specifically with companies in the Retail and Distribution space. Carly works with CFOs and other finance executives, in helping them find the most suitable NetSuite ERP solution for their businesses.

She specializes with fast growing retailers and distributors in the Southern California region; however, has spent a lot of time working all over in her past 4 years at the company.

Peter Fader, Ph.D., Co-Founder, Director, Theta Equity Partners - Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as telecommunications, financial services, gaming/entertainment, retailing, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting for new products. Much of his research highlights the consistent (but often surprising) behavioral patterns that exist across these industries and other seemingly different domains.

In addition to his various roles and responsibilities at Wharton, Professor Fader co-founded a predictive analytics firm (Zodiac) in 2015, which was sold to Nike in 2018. He then co-founded (and continues to run) Theta Equity Partners to commercialize his more recent work on “customer-based corporate valuation.”

Fader is the author of “Customer Centricity: Focus on the Right Customers for Strategic Advantage” (2020) and co-authored “The Customer Centricity Playbook” with Sarah Toms (2018). He has won many awards for his research and teaching accomplishments. Among these achievements, he was named by Advertising Age as one of its inaugural “25 Marketing Technology Trailblazers” in 2017, and was the only academic on the list.

Mark Gervase, Director of Product Marketing, - Mark works with accountants and finance professionals to achieve efficiency and intelligence through automation. He is a former CPA with experience in public accounting and corporate finance. Throughout his career he has helped organizations adopt new technology, holding positions at Randstad RiseSmart, Sage Intacct, and Cisco Systems. Mark holds an MBA and BA in Economics from the University of California Berkeley.


Wayne Slater, Director of Product Marketing, Prophix Software - For more than 25 years, Wayne has been helping organizations solve their product and businesses growth challenges. Described as an innovative marketer and results-driven business development specialist, Wayne has measurable success spanning multiple industries and channels with a proven track record for increasing awareness, driving engagement and revenue creation.

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