CFO Fundamentals

CFO Fundamentals: One Day masterclass 

8 May 2025

Tailored for aspiring or newly appointed CFOs of NZX-listed companies.

About

This masterclass has been designed to meet the professional development needs of those either aspiring to be the CFO of a NZX listed company or a recent appointee to that position. The focus is on the elements unique to being in the listed environment and the broader skills that are required to be developed by those who are presently subject matter experts reporting to the CFO. 

Lessons & Learnings

  • Strategic thinking and business model understanding
  • Integrating ESG into strategy
  • Value communication and investor relations
  • Legal and regulatory compliance
  • Strategic financial management and capital allocation
  • Capital raising and getting the best from your professional advisers
  • Enhances the performance of an aspiring CFO to gain a deeper understanding of the needs of the CFO, SLT and Board.
AGENDA

8.00am:           Arrival and registration
8.30am:           Event opens, commencing with first speaker
5.30pm:           Event closes, followed by Drinks and Networking
7.00pm:           Networking closes

8 hours CPD hours with tuition from experienced practitioners followed by networking drinks

SESSION TOPICS
  1. Strategy and the Business model
  2. Integrating ESG into strategy and risk management
  3. Value creation
  4. Telling the story
  5. Legal matters
  6. Capital allocation/M&A
  7. Capital management
  8. Risk management
  9. Capability and capacity building
  10. Partnering with the board and CEO

SESSION 1. Integrating ESG into Strategy and Risk Management

What business are you in, competitive advantage and value drivers. What is the unique selling proposition for clients. What is the business model, that is how value is generated.


SESSION 2. Integrating ESG into Strategy and Risk Management

Climate-related disclosures are a new reporting obligation for issuers and quantification will now be required of the current and anticipated financial impacts of climate change. What is the role of the CFO in integrating climate change into business strategy and quantifying the risks and opportunities?

SPEAKER: Kathryn Waugh, Oceania Healthcare CFO


SESSION 3. Value Creation

Understanding the sum of parts valuation is key to assessing whether your company or some other owner could add more value to the constituent business units. This informs decisions around capital management, divestments and acquisitions and is a base from which to assess any take-over offer. A clear understanding of the constituent business unit value drivers and valuation greatly assists in communicating the underlying value of your company to analysts, investors and the wider market.

SPEAKER: Graham Law, NZX CFO


SESSION 4. Telling the Story

Relative to their unlisted peers, listed companies have a much higher public profile and there is a need to service additional stakeholders such as institutional investors and analysts.  What is the role of the investor relations function and how to build capacity in this area?

SPEAKER: Alexa Preston, CFO, Channel Infrastructure  


SESSION 5. Legal Matters

The CFO of a listed issuer has a key role in ensuring compliance with the NZX Listing rules including continuous disclosure requirements, periodic reporting obligations and the NZX Corporate Governance Code. What processes and policies should the CFO oversee to ensure compliance?

SPEAKER: Rachel Dunne, Partner Chapman Tripp

SESSION 6. Capital Allocation/M&A

The CFO plays a pivotal role in capital allocation. What framework can be used to assess where capital should be deployed? When are mergers, JVs or acquisitions superior strategies to grow vs internal development? Having determined to undertake a merger, investment or acquisition, what is the best way to select and utilise the services of external consultants such as investment banks, due diligence and legal advisers? 

SPEAKER: Jason Hollingworth, Vector CFO


SESSION 7. Capital Management

Managing the balance sheet and funding sources. How should the CFO assess the desired balance sheet structure? What are the options and advantages/disadvantages of various equity and debt raising options? How to get the best out of external advisers including investment banks and professional service firms.

SPEAKER: Stephan Deschamps, Freightways CFO


SESSION 8. Risk Management

The CFO responsibilities often include management of insurance, treasury, commodity prices and cyber risks. What frameworks are available to assess and manage these risks and how can aspiring CFOs build capability in these specialist areas?

SPEAKER: Stephan Deschamps, Freightways CFO


SESSION 9. Capability and Capacity Building

Building the capability and capacity of yourself and the team How should an aspiring CFO, perhaps a subject matter expert presently reporting to the CFO, broaden their skill set and experience to become a credible CFO candidate? How should a recently appointed CFO approach the role, including how to motivate and develop his/her direct reports?

SPEAKERS :  Lee Marshall, Managing Partner, Hunter Campbell 
Nicola Mirza, Managing Partner, Johnson Partners NZ


SESSION 10.  Partnering with the Board and CEO

What are the frameworks for governance decision making that directors will use when assessing risks and opportunities of proposals submitted to them? What are the CEO and Board’s expectations of the CFO? What attributes are boards looking for making a CFO appointment? What are the key concerns currently focusing Directors minds that are relevant to the CFO remit?

SPEAKERS:  Phillippa Harford, Chair OneNZ
Anthony Quirk, Chair Milford Asset Management



Date and time

Thursday 8 May 2025

8.30am – 5.30 pm
Networking and drinks from 5.30pm to 7.00pm

Venue

Chapman Tripp
Level 34, PwC Tower,
15 Customs Street West
Auckland CBD

Cost

Members: $850 + GST 

Non-members: $1050 + GST

SPECIAL OFFERS: INFINZ Members Only

  • 10% discount for alumni from the INFINZ Next Directors program (members only)
  • 10% discount where three or more register from the same organisation
  • 20% discount for those from outside the Auckland region  
    NB: Maximum 20% discount applies to any one registrant.

Contact Details and How to Register

Places are limited and will be provided on a first in first served basis.

Contact Faith Taylor at support@infinz.com to enquire.

Please advise dietary requirements when registering.

Refund Terms and Conditions

Tickets must be paid before the Masterclass takes place, otherwise your ticket is not guaranteed
Tickets can be transferred to another person at any time without penalty (provided they are from the same charging group)
Full refund if cancelled more than 28 days prior to conference
50% refund if cancelled between 14 and 28 days prior
25% refund if cancelled between 7 and 14 days prior
No refund if cancelled within 7 days of the event

Sponsored by






MoST Content Management V3.0.9057