Orlando TaoFinance Director
Johnson & Johnson
Grand Ballroom, 2F, THE HONGTA HOTEL - A LUXURY COLLECTION HOTEL, SHANGHAI
"A recession is looming, easy money is ending and the yuan is falling - get set for 2019, the year of living dangerously."
- South China Morning Post, December 2018
About the CFO Innovation Shanghai Forum 2019
China's current rapid changes in government policies continues to be perceived by CFOs as having the highest risk impact to most organization as striking a balance between growth and staying in compliance becomes increasingly challenging.
In addition, the raising concerns over cost and difficulty in achieving internal buy-in is slowing down the uptake of emerging technologies resulting in inefficiency and slow productivity.
How can CFO in China today think out-of-the-box in 2019 to innovate and improve on current strategies to better managed the evolving regulatory policies and optimize technology usage and adoption to drive new business growth and operating velocity?
Going into the 7th Annual Year, CFO Innovation Shanghai Forum - one of industry's most reputed, highly engaged and widely attended forum for the region's top Chief Financial Executives and Senior Financial Professionals, will unveil new innovative growth strategies to help organization regain financial stability and steady growth amidst economic uncertainty in China.
This close-door forum will gather over 180+ CFOs, Chief Accountant, VP Finance, GM/Head of Finance, Head/Director of Treasury, Risk/Audit Directors and other Senior Financial Professionals to find out what it takes to become a successful CFO today!
Who will attend?
CFOs, CEOs, Chief Accountant, VP Finance, GM/Head of Finance, Head/Director of Treasury, Risk/ Audit Directors, Finance Controller, Risk Managers, Account/Finance Managers and other Senior Finance Executives and Professionals that are involved in Driving Technology-Led Financial/Business Solution within the organization
According to CNBC (October, 2018), Goldman Sach forecasts that RMB is going to get weaker as we step into 2019. The low RMB is said to keep China's export cheaper and more competitive. In addition, China's economy uncertainty and unpredictability is said to have bigger swings in the coming years ahead.
As CFO's role evolves to become a strategic business partner, what are the other key economic trends that will significantly impact CFOs in China today and how should CFOs prepare themselves and react to these changes.
Finance Executives will focus more on optimizing business performance and strategic activities and spend less time on compliance and basic administrative tasks. As enterprises continue to become more digital, finance will become increasingly dependent on automation and analytics to deliver real-time, clear, actionable and forward-looking insights. As the Office of Finance evolves into a more strategic, forward-looking and business-focused role, the need of a unified platform with analytical and data management capabilities that extend the reach and impact of financial planning, operational planning, and profitability analysis are becoming more critical and essential.
From CFO’s perspective, the session introduces the benefits of RPA and a digital workforce, the major phases of the RPA journey, the influence and the common pitfalls to the RPA journey, and the collaboration needed between people and machines to transform the workforce in the future
Johnson & Johnson
Shanbao (Sandvik JV)
SPD Silicon Valley Bank
Laird Performance Materials
Bureau van Dijk
Amazon Papyrus Chemicals
Wolters Kluwer | CCH Tagetik
Wolters Kluwer | CCH Tagetik
Societe Generale China
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Rudy Priyetna has been the Lead Division CFO for Robotics & Motion (RM) Division China since 2018. He has an extensive experience in advising management on action plans in finance, operation, including driving for appropriate cost structure, productivity optimization, and capital efficiency. He has 14 years of international experience in ABB having lived and worked in US, Switzerland, Singapore, Japan, China, and United Arab Emirates (responsible for Middle East and Africa). He holds a BSc. Degree in Computer Science from The University of Texas at Austin, and an MBA from Fisher College of Business at The Ohio State University. He is also a graduate of several executive program from IMD Switzerland and Duke University, USA.
ABB is a pioneering technology leader in power grids, electrification products, industrial automation and robotics and motion, serving customers in utilities, industry and transport & infrastructure globally. Continuing a history of innovation spanning more than 130 years, ABB today is writing the future of industrial digitalization with two clear value propositions: bringing electricity from any power plant to any plug and automating industries from natural resources to finished products. As title partner in ABB Formula E, the fully electric international FIA motorsport class, ABB is pushing the boundaries of e-mobility to contribute to a sustainable future. ABB operates in more than 100 countries with about 147,000 employees
Michael’s journey of successful value creation incorporates various leading roles of strategic planning, business control, financial reporting as well as legal, ERP over 10 years. He has achieved living examples turning business around to high profitability with cross-industry experience in Automotive, Mining & Construction, FMCG and Consulting.
Currently Michael serves as Executive Director and CFO of Shanbao. Prior to that, he assumed jobs of Chief of Finance, APAC Controller and Lead Auditor. Michael has participated several CFO forums and CGMA case discussion with Shanghai MOF.
Michelle Liu, currently works as Chief Financial Officer for Lanxess Greater China and head of Merger & Acquisition and Investor Relationship for LANXESS Asia Pacific (ex. India).
She holds three different Master Degrees in Physics, Finance and Management. She has worked in various business areas over the last 16 years in Singapore, United States, Germany, Hong Kong and China.
She joined Bayer Group in year 2000 and worked at several functions at Corporate Controlling, Strategic Planning, Auditing, Finance and Treasury at the Bayer headquarter in Leverkusen, Germany.
With the foundation of LANXESS in July 2004, Michelle Liu transferred to Asia and become country CFO for Lanxess and later also assumed the responsibility for Regional M&A /Investor Relationship.
Elyn Chen is currently the Global CFO for Laird Performance Material. Laird world-class materials science and engineering expertise provides the depth and breadth to solve the most complex problems. Laird delivers custom-engineered solutions that push the boundaries of technology. Elyn Chen holds a bachelor degree of laws from Fudan University and a MBA degree from UBC.
Before this role, Elyn had held the role of Vice President - Finance and board executive committee member of Lenze for 4 years and the role of CFO of a foreign PE invested Chinese company for 4 years. Before that, she spent nearly 10 years in GE from a management trainee to a finance head. During her career, she has formalized the risk management and credit management, localized the capital management, established the governance structure, managed investor relationship, diversified financing channels and stipulated company strategies.
Benny is the Head of Risk Solutions - APAC at Bureau van Dijk, a Moody's Analytics company. He is responsible for strategy, human capital development and overall revenue in the credit and procurement risk space across corporate and financial institutions.
Prior to this, he led the sales function of a custom software solution in New York for the North America market. He is a frequent speaker at credit and procurement events and a member of the Australian Institute of Credit Management.
Benny graduated from Nanyang Technological University with a Bachelor of Engineering (EEE).
Calvin joined Amazon Papyrus Chemical in early 2016 as CFO. In early 2019, he was promoted to Group Finance & Admin Director with his role expanded to cover supply chain, production, IT, admin and investor relations. Amazon Papyrus is a leading specialist chemical provider for the pulp and paper industry and has businesses in 11 markets in Asia spanning from China to Middle East.
Prior to Amazon Papyrus, he worked for Jardine Matheson Group for over 20 years and had held senior management roles in various business units, both listed and unlisted such as Jardine Securicor (now G4S), Jardine Shipping, Tunas Ridean, Astra International and AstraGraphia. He has worked in four different geographies - Malaysia, Hong Kong, Singapore and Indonesia. Calvin graduated from Warwick University, UK in Accountancy & Financial Analysis, and qualified as a Certified Public Accountant with PriceWaterhouse. He also attended Advance Management Programme in Insead. He is also a Board Member of HK Insead Alumni Association and volunteers as mentor for Global Women Connect, an NGO that aim to help women progress their careers.
He is an outdoor enthusiast and adrenalin seeking traveler. His other interests are in high fidelity music, badminton, hiking and outdoor running.
Girish Muzumdar is the Solutions Architect & Pre-sales Director for CCH Tagetik covering the Asia-Pacific region. Girish works with the Office of Finance to help develop solution roadmaps for Budgeting, Planning, Forecasting, Statutory Consolidation, Financial and Regulatory Reporting.
Girish has more than a decade of experience in Enterprise Business systems (ERP, BI and CPM) – Solution Consulting, Pre-sales and Project Management. He has consulted numerous clients in Engineering & Construction, Utility, Professional Services, Oil & Gas and Consumer packaged Goods industry in Americas, Europe, Asia and the Middle-east.
He takes an active interest in emerging technology trends and their impact on business. Girish has an MBA from the Nanyang Business School (Singapore) with a specialization in Strategy and a Bachelor of Engineering in Information Technology from the Mumbai University (India).
Wang Yan has more than 16 years of working experience in different job roles. In the last 10 years, he was the senior consulting manager and specialist helping clients design and implement architectures, business processes and automation. He built and led the first RPA team in China, and successfully delivered several RPA demos, pilots and projects for some big clients in China such as COSCO, CNPC, CCB and ICBC etc. As the first batch of RPA evangelists in China, he attended many marketing events as the speaker and panellist to introduce RPA to business users and their decision makers.
Having worked in China and USA, Michael Zhu brings over 20 years working experiences in the areas of finance, pricing, supply chain, IT, admin, etc., which spans over merge & acquisition, integration, start-up, & shut-down.
Michael is the Chief Financial Officer Asia at Georg Fischer Machining Solutions, an industry company listed on Swiss Exchange. Michael has full financial responsibilities for its Asia region with legal presences in China, Hong Kong, Taiwan, Japan, Korea, Singapore, Malaysia, India, Vietnam, etc.
Prior to that, Michael worked 10 years at Medtronic with increasing responsibilities. His last role was a finance leader in one of its most fast growing Global Business Unit in Medtronic.
Michael holds a Master of Business Administration from Maastricht School of Management, the Netherlands, and a Bachelor of Economy from Shanghai University of Finance & Economics, China.
Joe has been CFO & VP at Linde Engineering China since 2014 and took over the new APAC region after a merger between Linde Group and Praxair in 2019. Before that he worked at Linde Groups’ headquarters in Munich. Prior to his work at Linde he worked as Executive Assistant to CEO at SEPCO3, a large Chinese state-owned enterprise in the power plant business.
Since 2018 Joe started Linde Engineering China’s digitalization initiative to combine Chinese and global innovations at Linde in fields such as RPA, IoT and other promising technologies.
Jay is founder and managing partner of ECFO Services, a boutique financial consultancy that has been leading business transformations in China since 2001. He is also founder and managing director of Decision Modeling Systems, which is leading a paradigm shift in business modeling via its flagship Decision Critical software.
Jay’s experiences in Asia over the past 23 years span start-ups, turnaround and pre- and post-transaction work in manufacturing, sourcing and service industries. Jay and his team deploy cross-functional teams to support companies building and transforming businesses in Asia, combining best practice from finance, accounting, strategy, IT and operations.
A “jack of all trades”, Jay started his first business at 23, brokering seafood between Alaska and Utah. He was founder and financial controller of Kuhl Clothing, a major US outdoor brand. He came to Asia in 1996 to advise on Dura-Line China, The Jordan Company’s first private equity investment in China, later becoming CFO and, subsequently, acting GM. Since founding ECFO, Jay has provided advisory to over 120 companies and has worked on over 70 transactions.
Jay has been a lecturer at the University of Arizona Thunderbird Graduate School of International Business and has published articles on doing business in China.
Jay holds a Masters of Business Administration from The Thunderbird School of Global Management of Arizona State University, a Bachelor of Science from State University University of New York at Fort Schuyler and a US Merchant Mariner’s Third Mate’s Unlimited Oceans Tonnage License.
Jay serves on the board of directors of the Association of Corporate Growth (ACG), a middle market private equity association. He is a member of AmCham and the Asia and Transformation and Turnaround Association.
Mr. Chan is at present located in Shanghai as Chief Operating Officer, Chief Financial Officer and Executive Vice President of Deutsche Bank Co. Ltd. China.
Mr. Chan has over 20 years of banking experience, he joined Deutsche Bank Japan in 2004 as Head of Management Information, Analytics and Finance Transformation. Prior to joining Deutsche Bank Mr. Chan has worked in JPMorgan Hong Kong and Singapore supporting Asia Credit Markets as Business management, e-commerce and CFO functions. Mr. Chan also worked as a settlement system process consultant in London and New York.
Mr Chan holds a Master of Science degree City University London and Bachelor of Engineering degree from University of Birmingham, UK
Wendy LIU joined SOCIETE GENERALE China in 2009 as Audit Manager. In 2012, she was appointed as head of internal Audit. Wendy moved to Finance as Financial controller in December 2015 and take the CFO position from Jan 2019. Before joining SG, Wendy had worked in Ernst & Young for 6 years. Wendy is a member of CFA and CICPA. She holds a master’s Degree of Finance from the University of International Business and Economics in Beijing, and a Bachelor Degree of Economics from Zhejiang University.
Automation Anywhere is the leader in Robotic Process Automation (RPA), the platform on which more organizations build world-class Intelligent Digital Workforces. Automation Anywhere’s enterprise-grade platform uses software bots that work side by side with people to do much of the repetitive work in many industries. It combines sophisticated RPA, cognitive and embedded analytic technologies. Over 1,600 organizations use this AI-enabled solution to manage and scale business processes faster, with near-zero error rates, while dramatically reducing operational costs.
Bureau van Dijk, a Moody's Analytics company, captures and treats private company information for better decision making and increased efficiency. Its products combine data from regulatory and other sources, including over 160 information providers, to deliver the richest, most reliable private company information, corporate structures, beneficial ownership and deal information in the market.
Bureau van Dijk's Orbis database provides information on around 300 million private companies in all countries worldwide. Bureau van Dijk standardizes the content so it's easy to compare companies internationally. Orbis also incorporates powerful software and contemporary data visualisation tools to help users interrogate and manipulate the information for a range of research needs.
Bureau van Dijk helps users address specific business challenges via its range of Catalysts. These include:
A Company Built on Strong Relationships and Customer Satisfaction
Tagetik was initially founded in 1986 as a local consultancy based in Lucca, Italy. As the company grew, the founders saw the opportunity to modernize and simplify business processes for the Office of the CFO, not just locally but globally. The Tagetik brand was launched in 2005 and has since earned a reputation for delivering the most trusted, comprehensive, and scalable Corporate Performance Management solutions available.
In 2017, Tagetik was acquired by Wolters Kluwer; a global leader in information services and solutions for professionals in the finance, health, tax and accounting, risk and compliance, and legal sectors. As part of the Wolters Kluwer Corporate Performance Solutions business unit, Tagetik (now known as CCH® Tagetik) continues to be laser-focused on delivering innovative solutions for the Office of the CFO.
CCH® Tagetik is one of the fastest growing global software companies in the industry. A global vendor exclusively focused on simplifying and streamlining business processes for the CFO and the Office of Finance.
Atradius is a global provider of credit insurance, bond and surety, collections and information services with a strategic presence in over 50 countries. The products offered by Atradius protect companies around the world against the default risks associated with selling goods and services on credit. Atradius is a member of Grupo Catalana Occidente (GCO.MC), one of the largest insurers in Spain and one of the largest credit insurers in the world. In China, we act as the reinsurer and the underwriting service provider by working together with Continent Property & Casualty Insurance Co Ltd. (CCIC) - our official local partner China. Policies are issued by CCIC who receive certain technical trade credit insurance support from us. For more information, please visit our website: www.atradius.cnAtradius is a global provider of credit insurance, bond and surety, collections and information services with a strategic presence in over 50 countries. The products offered by Atradius protect companies around the world against the default risks associated with selling goods and services on credit. Atradius is a member of Grupo Catalana Occidente (GCO.MC), one of the largest insurers in Spain and one of the largest credit insurers in the world. In China, we act as the reinsurer and the underwriting service provider by working together with Continent Property & Casualty Insurance Co Ltd. (CCIC) - our official local partner China. Policies are issued by CCIC who receive certain technical trade credit insurance support from us. For more information, please visit our website: www.atradius.cn
ECFO Services is a boutique financial consultancy that has helped clients identify, build and protect the value of their Asian investments since 2001.
We are based in Shanghai, Beijing and offer services throughout China.
Our multinational team of finance, accounting and operations specialists leverages decades of in the trenches experience in emerging and frontier markets to ensure successful transactions, manage company turnaround / transition, and institute control mechanisms for our clients.
Kofax software enables organizations to Work Like Tomorrow™ – today. Kofax’s Intelligent Automation software platform helps organizations transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine RPA, cognitive capture, process orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability. Kofax provides a rapid return on investment for over 20,000 customers in financial services, insurance, government, healthcare, supply chain, business process outsourcing and other markets. Kofax delivers its software and solutions through its direct sales and services organization and more than 650 indirect channel partners and integrators in more than 60 countries throughout the Americas, EMEA and Asia Pacific. For more information, visit kofax.com.
CFO INNOVATION (www.cfoinnovation.com) is an online publication, research provider, and conference organizer that focuses on issues specific to top level finance managers in the corporate sector in Asia and China. Our targeted events across Asia attract hundreds of CFOs from multinationals and other major enterprises every year.