CFO Finance Leaders Summit Philippines 2025

February 13, 2025, Manila, Philippines

The Agents of Change: Leveraging Technology for Market Dominance

In today’s rapidly evolving financial landscape, CFOs and finance leaders are at the forefront of driving change, navigating complex regulations, adopting transformative technologies, and ensuring profitability. The CFO Finance Leaders Summit Philippines 2025 brings together top financial executives and thought leaders to discuss how to lead successful transformations, adopt innovative technologies, and build resilient financial strategies for the future.

Join us at the CFO & Finance Leaders Summit Philippines 2025, an ideal platform to explore best practices, share experiences, and equip your organization with the insights needed to thrive in 2026 and beyond.

Why Attend?

Gain Cutting-Edge Insights

Learn directly from leading CFOs and financial experts on how to manage and lead through transformations, regulatory changes, and technological innovations.

Understand Regulatory Updates

Stay ahead of the latest tax and regulatory developments impacting businesses in the Philippines, ensuring your organization remains compliant and proactive in its financial governance.

Leverage the Power of Technology

Delve into the opportunities and challenges of AI, automation, and integrated ERP systems, and how these tools are reshaping finance operations and decision-making.

Master ESG and Sustainability

Learn how to integrate ESG principles into your business strategies, from compliance with sustainability standards to creating long-term business value.

Engage with Industry Experts

Participate in interactive sessions and roundtables that will allow you to explore pressing financial challenges, collaborate with peers, and develop actionable strategies tailored to your business needs.

Network with Peers

Connect with other finance professionals during networking sessions and forge relationships that will support your growth and development as a leader.

Who should Attend?

This event is ideal for CFOs, Managing Directors, Vice Presidents, Directors, Heads of Departments, General Managers, and Senior Managers engaged in:

Financial Planning and Analysis (FP&A)
Strategic Forecasting and Planning
Budgeting and Cost Management
Treasury and Cash Management
Project Finance
Accounting and Financial Reporting
Mergers and Acquisitions (M&A)

Investment and Portfolio Management
Internal Auditing and Controls
Tax Strategy and Compliance
Governance, Risk, and Compliance (GRC)
Regulatory and Statutory Reporting
Fiscal Policy Development and Planning

Co-Located With

Speakers

Giselle Geronimo

Vice President – Head of Finance, Accounting & Procurement, Shearwater Health CPO

Ayelet Rotblat

Chief Financial Officer, SAP South East Asia

Amit Verma

Regional Head of CFO Advisory, SAP Asia Pacific

James Meredith

Regional Sales Director, Workiva

Jade Tan

Commercial and Strategy Director, Keyrus APAC

Fortune Ernest Jose

Chief Financial Officer, Enderun Colleges

Mark D. Fajiculay

Chief Financial Officer, Globalport Terminals Inc.

Joselito Diga

Chief Financial Officer, United Laboratories Inc.

Franc Ramon

Group Financial Controller (VP), Medtecs Group

Dexter Moya

Group Chief Financial Officer, Global Comfort Group

Ray C. Berja

Chief Financial Officer Chief Financial Officer/Founding Chief Operating Officer/ Strategy and Investments, StB Giga

Ronald Malicdem

Board of Director, SNR Bank, Professor, Ateneo Graduate School of Business, Chairman-Production Council, San Miguel Yamamura Packaging Corporation

Agenda

February 13 2025	Main Conference
08:00	Registration and Refreshments
08:45	Welcome Address by Fortinus Events
08:50	Opening Remarks from The Chairperson Giselle Geronimo, Chief Financial Officer, Shearwater Health CPO
09:00	Navigating Tax and Regulatory Changes in the Philippines in 2025 Understand the recent changes in corporate taxation rates, incentives, and compliance requirements in the Philippines to effectively manage your business’s tax obligations Examine the implementation of R.A. No. 11976 or, the Ease of Paying Taxes (EOPT) Act and its impact on tax compliance for businesses in the Philippines Gain insights into anticipated regulatory changes in 2024 that will influence financial reporting and governance practices, enabling businesses to proactively adapt and comply with evolving requirements Dexter Moya, Group Chief Financial Officer, Global Comfort Group
9:30	CFO at the Forefront of Driving Digital Transformation Understand why digital transformation is crucial for CFOs to achieve more with less in a competitive environment Explore the benefits of integrated ERP platforms, automation, and GenAI in streamlining operations and enhancing decision-making to fortify supply chain resilience Learn how customized dashboards and real-time reporting can help companies react quickly to market shifts and maintain a competitive edge Joselito Diga, Chief Financial Officer, United Laboratories Inc.
10:00	“AI-Powered Finance: Driving Business Transformation & Sustainability” Ayelet Rotblat, CFO, SAP Southeast Asia
10:20	Networking and Tea Break
11:00	Panel Discussion: A CFO Guide in Navigating Financial Challenges and Ensuring Profitability What are the primary concerns and priorities of CFOs in today’s economic climate? In this session, CFOs will delve into the primary concerns for CFOs and how to address them, focusing on the importance of achieving sustainable growth despite complex geopolitical challenges and market volatility Moderator: Giselle Geronimo, Chief Financial Officer, Shearwater Health CPO Panelists: Ray Berja, Chief Financial Officer Chief Financial Officer/Founding Chief Operating Officer/ Strategy and Investments, StB Giga Mark Fajiculay, Chief Financial Officer, Global Terminals Inc. Ronald Malicdem, Board of Director, SNR Bank, Professor, Ateneo Graduate School of Business, Chairman-Production Council, San Miguel Yamamura Packaging Corporation
11:45	From Static Reports to Strategic Insights: Reimagining Reporting in the Digital Age resentation Session James Meredith, Regional Sales Director, Workiva Jade Tan,Commercial and Strategy Director, Keyrus APAC
12:00	CFOs as Strategic Investment Drivers: Fuelling Growth Through Collaboration and Innovation Align investment strategies with the CEO’s principal vision to drive business growth Leverage technology and automation by collaborating closely with the CTO and CDO to optimize and assess investment risks and returns, ensuring optimal capital allocation Understand how CFOs can discern promising investment opportunities from financial pitfalls Discover the importance of customer feedback in uncovering unmet needs, and how insights from frontline employees can identify valuable investment prospects Mark Fajiculay, Chief Financial Officer, Globalport Terminals Inc.
12:30	Driving Sustainable Growth: Mastering ESG Compliance, Strategic Integration, and Value Creation Navigate evolving regulatory landscapes by understanding current ESG reporting requirements and climate-risk frameworks for compliance and transparent sustainability disclosures Incorporate biodiversity considerations into ESG planning and disclosures, aligning with the ISSB’s future focus areas. Integrate ESG principles into business strategy, governance, and risk management to support the transition to net-zero emissions Foster sustainable growth by leveraging ESG and sustainability standards to create business value and long-term resilience Franc Ramon, Group Financial Controller (VP), Medtecs Group
13:00	Networking Lunch Break
14:00	Proactive Cybersecurity: Strategies for Preemptive Risk Management and Resilience Building Explore the financial impacts of cyber threats on profitability, cash flow, reputation, and regulatory compliance, encompassing direct and indirect costs Learn preemptive measures to mitigate cyber risks before they materialize and how to maximize AI and ML for robust threat detection and incident response capabilities Discuss the crucial role of cybersecurity awareness such as continuous monitoring, threat intelligence sharing, and employee training programs to enhance the organization’s resilience against evolving cyber threats Fortune Ernest Jose, Chief Financial Officer, Enderun Colleges
14:30	CFO Presence: Resilience and collaboration leading to transformation and growth Ray C. Berja, Chief Financial Officer, St. Baker Energy Innovation
15:00	Interactive Round Table With 3 interactive roundtable topics on pressing issues, delegates will rotate at each session and be able to participate and deep dive into problems and solutions on every roundtable spread throughout the two days. You will walk away with thought leadership from the subject matter experts at each table Table 01: Transforming your Reporting for the Digital Age How to produce accurate, compliant and integrated reports Managing burnout and staff retention in teams Career trajectories and growth for finance professionals James Meredith, Regional Sales Director, Workiva Jade Tan,Commercial and Strategy Director, Keyrus APAC Table 02: Strategies for Cost Reduction through Resource Efficiency and Effective Regulatory Reporting via Carbon Accounting Amit Verma, Regional Head of CFO Advisory, SAP Asia Pacific Table 03: Embracing Hybrid and Remote Work as the New Normal Explore why the new generation of employees increasingly favors work-from-home or hybrid setups, and how these preferences are reshaping workplace expectations Identify the common challenges HR faces in remote work scenarios, such as maintaining work-life balance, ensuring mental well-being, and effectively monitoring performance Learn how to create and implement policies that support a long-term hybrid work strategy, balancing the needs of both employees and the organization to ensure productivity and satisfaction Giselle Geronimo, Vice President – Head of Finance, Accounting & Procurement, Shearwater Health CPO
15:40	Networking Tea Break
16:10	Closing Remarks from the Chairperson Giselle Geronimo, Chief Financial Officer, Shearwater Health CPO
16:20	Closing Remarks from Fortinus Events
16:30	End of Summit

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