2018 Finance Operations and Technology Summit
2018 Finance Operations and Technology Summit
Oct 28, 2018
Oct 31, 2018

Cleveland, OH
USA

The Finance, Operations & Technology Summit is both a disciplined-focused and cross-functional gathering of senior leadership in finance, administration, operations and technology.

As operations knows no bounds, integrating cross-functional disciplines helps to advance operational performance at organizations. New for 2018! Dedicated concurrent session tracks will allow finance, operations and technology professionals to break out with peers for deeper learning. As a result, attending all three days is highly recommended for professionals to make the most of their experience through:

Multiple discipline perspectives: With a greater focus on interdependencies and doing more with limited resources, professionals stretch beyond their own immediate role and search for solutions with and among peer groups.

Learn new practices, opportunities, and resources: Hear from forward-thinking leaders and practitioners on emerging practices and case studies to exemplify what's new, what's working and what's ahead.

Network and connect: Create invaluable relationships with your fellow finance, operations and technology professionals that you can rely on for advice and assistance throughout the year. 

Save the Date: Learning Lab

Join us on the afternoon of Sunday, October 28 for a hands-on Learning Lab for Summit attendees. Details to be announced soon!

Please take note of the new date for the Learning Lab. There will NOT be Learning Lab on Wednesday, October 31.

Speakers

Schedule

Sunday October 28, 2018
12:00pm - 5:00pm
Registration
Details +

Room: Orchid Foyer, 6th Floor

3:00pm - 6:00pm
Eventworks 4D/Welcome Reception
Details +

EventWorks4D captures the imagination with an arsenal of jaw-dropping technologies. EW4D’s holographic technologies and three dimensional visualization provides our clients with newly emerging brand engagement media options to entice audiences. EW4D’s holographic presentations, on stage or positioned in retail, museums and trade show venues, amplifies your message outside of the 2D world.

 

Monday October 29, 2018
8:00am - 9:00am
Breakfast
Details +

Room: Orchid West, 6th Floor

8:00am - 4:00pm
Registration
9:00am - 10:15am
General Session and Welcome
Details +

Welcome remarks given by:

Don Welsh, President & CEO, Destinations International

David Gilbert, President & CEO, Destination Cleveland


Keynote Speaker: Ross Bernstein


The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who's keynoted conferences on five continents and has been featured on CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today. Ross' program is based on a series of books he wrote in which he was able to interview more than 500 professional athletes and coaches that all had one thing in common - they were all members of championship teams. In his research he concluded that the same metrics and characteristics that were common among champions in sports, were also common in peak performers in business. As he learned, champions have a very unique DNA - and his goal in this keynote session is to get audience members thinking about their own DNA - and about the DIFFERENTIATORS they possess which would ultimately lead customers to CHOOSE to do business with them. At the core of his message is the simple fact that we like to do business with people who we trust, who we like, and who just “get it” - CHAMPIONS. In an engaging, provocative, and visually entertaining style, Ross will use inspirational stories and poignant life lessons from the world of sports to show attendees how to:

  • Create a “culture of excellence” by giving extraordinary customer service
  • Generate momentum by utilizing the "currency of karma"
  • Follow their moral compasses to win "the right way," with respect and integrity
  • Be better leaders and create more "buy-in" by embracing change and failure
  • Evolve from "order takers" to "trusted partners" by enhancing the quality of their relationships
10:15am - 10:45am
Break
10:45am - 12:00pm
Technology Session: Office 365
Details +

Moderators:

  • Jim Ganotis, Destination Cleveland
  • Carl Leonard, Visit KC


Speakers:

  • David Nguyen, Director of Information Technology, Meet Minneapolis CVA
  • Pholeta Alexander, Technology Director, Atlanta CVB
  • Sean Tobin, Business Sales Specialist, Microsoft
  • Bruce Williams, Vice President of Development, Thunder Tech
  • Jerry Sen, Director of Development, Thunder Tech


Topics for Discussion:

  • Office 365 Licensing, Choosing the right license for your CVB's needs
  • Expanding your server infrastructure with Microsoft Azure
  • CVB Case Study on implementation of o365 collaboration tools such as SharePoint and Teams
  • CVB Case Study on use of o365 Advance Threat Protection

Room: Vanda South, 6th Floor

10:45am - 12:00pm
Finance Session: Key Accounting Updates for Destination Organizations
Details +

Moderator:

  • Leslie Graf, Destination Cleveland



Speakers:

  • Marie Brilmyer, CPA, M.Acc., Partner, Cohen and Company, CPA Firm
  • Adam Schlutz, CPA, Senior Manager, Cohen and Company, CPA Firm
  • Sean Kilcher, CPA, Senior Accountant, Cohen and Company,CPA Firm

Room: Orchid East, 6th Floor


Accounting doesn’t always have to be boring. With major updates to presentation of financial statements, revenue recognition and leases, the next few years will bring many changes to how your finance department tracks and reports data. Hear what you should be doing now to be prepared. CPE Credit available to qualifying attendees.

10:45am - 12:00pm
HR Session: Successful HR Strategies for Building an Ethical Workplace Culture
Details +

Speaker:

  • Alexander Alonso, PhD, SHRM-SCP, Chief Knowledge Officer, Society for Human Resource Management 

Room: Vanda North, 6th Floor


This presentation will help you assess the degree to which your organization has an ethical culture and the steps needed to build a stronger one that will contribute to your business success. You will look at the current status of workplace ethics, the reasons good ethics equal good business, the elements of ethical workplace culture, HR strategies to build a stronger culture, and the importance of ethical practice as an HR competency.

12:00pm - 1:00pm
Lunch
Details +

Lunch is sponsored by Simpleview.

Location: Orchid East, 6th Floor

1:30pm - 2:30pm
Finance Breakout: Budgeting Tools and Tips - What Works!
Details +

Speakers:

  • Patricia J. Knight, CPA, VP of Finance and Operations, VistLEX
  • Karen H. Fisher, CDME, Chief Financial Officer, Visit Pittsburgh
  • Sarah Miller, CTA, VP of Finance and Administration, Destination Ann Arbor

Room: Orchid East, 6th Floor


An overview of the budget process from several different DMO’s, ranging in budget size and organizational structure.  The panel will move through a budget process by highlighting some of the key components; providing examples and be available for Q&A on each component before moving on to the next.  

Take away: what does a budget timeline look like, who should be involved, what is budget oversight, who/how to best monitor variances and management; budgeting for the future.

A handout will be provided as a guiding tool.  

1:30pm - 2:30pm
Tech Breakout: Sucker Punches: Social Engineering Scams and Trends
Details +

Speaker:

  • Erich Kron, Knowb4

Room: Vanda South, 6th Floor


Phishing and other social engineering scams continue to proliferate and evolve with new hybrid attacks despite the best efforts of endpoint security and gateway solutions to block them. How do you keep up and what are the most effective methods for securing your organization to combat cyber crime? In this session learn about current phishing trends, vishing and smishing attacks, CEO fraud and W2 scams, effective mitigation strategies, as well as, how your end-users can be mobilized as your last line of defense. 

2:30pm - 3:00pm
Break
3:00pm - 4:30pm
Finance Shirtsleeves, HR Shirtsleeves, Tech Shirtsleeves
Details +

Finance Shirtsleeves

Moderators:

  • Leslie Graf, Destination Cleveland
  • Pam Fekete, Destination Niagara Falls USA

Room: Orchid 6th Floor


Human Resources Shirtsleeves

Moderator:

  • Alexander Alonso, SHRM

Room: Vanda North, 6th Floor


Technology Shirtsleeves

Moderators:

  • Vimal Vyas, Visit Raleigh
  • Carl Leonard, Visit KC

Room: Vanda South, 6th Floor

6:00pm - 9:00pm
Destinations International Hosted Dinner
Details +

The hosted dinner is sponsored by Tempest.

Location: Punch Bowl Social

Transportation will be provided.

Tuesday October 30, 2018
8:00am - 9:00am
Breakfast
Details +

Room: Orchid West, 6th Floor

9:00am - 10:15am
General Session: Blockchain
Details +

Moderator:

  • Jim Ganotis, Destination Cleveland


Speakers:

  • Eric Ward, Drive IT
  • Joshua Holmes, Ethode

Room: Orchid East, 6th Floor

10:15am - 10:45am
Break
10:45am - 11:45am
General Session: GDPR and California Privacy Law
Details +

Speaker:

  • Michael Baumert, Barnes & Thornburg, LLP

Room: Orchid East, 6th Floor

12:00pm - 1:00pm
Lunch
Details +

Lunch is sponsored by Miles Partnership.

Room: Orchid West, 6th Floor

1:15pm - 2:30pm
Finance Breakout: Best Practices in Software Selection
Details +

Moderator:

  • Brandy Bunch, Visit KC


Speaker:

  • Patrick Flanagan, Centage
  • Brandy Burch, Visit KC
  • Braam du Plooy, Atlanta Convention & Visitors Bureau

Room: Vanda South, 6th Floor

1:15pm - 2:30pm
Tech Session: EIC: Tips of the Trade for Running a Clean Calculation
Details +

Speaker:

  • Andreas Weissenborn, Senior Director of Research and Advocacy, Destinations International

Room: Orchid East, 6th Floor


Step through some common missteps when running an Event Impact Calculation and key takeaways to bring back to your team to implement as SOPs for any calculation.

1:15pm - 2:30pm
HR Session: Risk Management
Details +

Speaker:

  • Chistopher Migliaccio, Internal Audit Manager and Risk Officer, Society for Human Resource Management

Room: Vanda North, 6th Floor


Risks are inevitable, and organizations need to look at all the risks throughout their entire operation and incorporate risk management into all planning and decision-making. In today’s session, you will learn about the risk management cycle and how to apply different tools and strategies to manage your organization’s and HR activities risks

2:30pm - 3:00pm
Break
3:00pm - 4:30pm
Finance Shirtsleeves, HR Shirtsleeves, Tech Shirtsleeves
Details +

Finance Shirtsleeves

Moderator:

  • Leslie Graf, Destination Cleveland

Room: Vanda South, 6th Floor


Human Resources Shirtsleeves

Moderator:

  • Christopher Migliaccio, SHRM

Room: Vanda North, 6th Floor


Technology Shirtsleeves

Moderators:

  • Vimal Vyas, Visit Raleigh
  • Carl Leonard, Visit KC

Room: Vanda South, 6th Floor

4:45pm - 5:45pm
General Session: Platforming Your Compensation
Details +

Speaker:

  • Andreas Weissenborn, Senior Director of Research and Advocacy, Destinations International


Look at a live demo of the latest findings from the 2018 Compensation and Benefits platform. Providing insight and tips on how utilize the platform on reporting, competitive segmentation and compensation analysis

Wednesday October 31, 2018
8:00am - 9:00am
Networking Breakfast
9:00am - 10:15am
General Session and Keynote: Project Management
Details +

Moderator:

  • Eric Paschal, Experience Scottsdale

Speaker:

  • Brendan Pringle, Operations Manager, Visit SLO CAL

Room: Orchid East, 6th Floor


Project management tools aren’t just for giant corporations and dedicated project managers any longer. Easy to use and inexpensive online tools are making it increasingly accessible for staff at all levels to assign, measure and monitor the tasks that your teams need to complete – for projects large and small. You’ll hear from the panel about their successes utilizing these tools, which tools work well, as well as tips and best practices to help you achieve the same success in your organization. 

10:15am - 10:45am
Networking Break
10:45am - 12:00pm
General Session: Crisis and Security
Details +

Moderator:

  • Keith McMenamin, Visit Philly


Speakers:

  • Bill Judson, Sonoma County Tourism
  • Emily Lauer, Destination Cleveland
  • E'Vonne Coleman, Durham CVB
  • David Nguyen, Meet Minneapolis


Key Takeaways:

  • Industry leaders will be able to plan, prepare and respond to crisis, natural disaster and unexpected challenges.
  • Panelists will identify and discuss types of crisis and threats that could affect your organization, offer examples of a what a crisis activation plan should include and how to identify the key contacts inside of their organization.
  • Upon completion each CVB will have necessary information to build a playbook that fits their customized situation and needs.

Room: Orchid East, 6th Floor

12:00pm - 1:00pm
Networking Lunch
* Schedule subject to change.
Registration
$1042
2018 Finance Operations & Technology Summit - Destination
Member price: $695.00 Please log in to receive your member discount automatically.
$50
2018 Finance Operations and Technology Summit-Spouse/Guest
location
Cleveland
,
OH

We are pleased to offer a hotel block at the Westin Cleveland Downtown. To book, edit, or cancel your hotel reservation in our housing block, please click here.

You can also contact the hotel directly at 1-216-771-7700 and mention you are with Destinations International 2018 Finance Operations & Technology Summit to receive the group rate.

The hotel cut-off date is October 8, 2018.