Jonas Finance Summit 2024

Attending this event?

Jonas Finance Summit 2024

6:30pm EDT

Dinner (Optional) Gardenview Patio (Rain Backup room - Studio 10&11)

9:00pm EDT

Connecting over Drinks Gardenview Patio (Rain Backup room - Studio 10&11)

7:00am EDT

Breakfast (at Hotel) - Open seating and optional Sunhill Dining Room

8:30am EDT

Jeff Welcome Address Studio 12&13

9:00am EDT

IceBreaker Studio 12&13

9:50am EDT

Coffee break Break station

9:55am EDT

Portfolio Teams Update Studio 12&13

11:30am EDT

Coffee break Break station

11:40am EDT

Group Session #1 - Open mic (Ask Jeff) + Open Forum (Career path) Studio 12&13

12:30pm EDT

Lunch (Assigned seats) Sunhill Dining Room

1:30pm EDT

Breakout 1 - Acquisition Integration Studio 3 Breakout 1 - Business Partnering - ways you can add value Studio 2 Breakout 1 - Challenges for risk management/Quality control in decentralized environment Studio 8 Breakout 1 - Month end and Quarter End Process + Improvements Studio 5&6

2:15pm EDT

Coffee break Break station

2:30pm EDT

Breakout 2 - Acquisitions in New Geographies - Success Stories/Lessons Learned Studio 8 Breakout 2 - Better Balance Sheet Recs Studio 3 Breakout 2 - NTA Process Studio 2 Breakout 2 - QSR and forecasting best practices Toolkit/QSR - Toolkit :What good looks like Studio 5&6

3:15pm EDT

Coffee Break Break station

3:30pm EDT

Teambuilding Olympics Outside weather permitting - White Oaks will pick us up

5:30pm EDT

Bus departing to Ravine Winery 5:30 TBA

6:00pm EDT

Ravine Vineyard Estate Winery dinner Ravine Vineyard Estate Winery

10:00pm EDT

Play Bar Social: Connecting over Drinks Play Bar & Grill

7:00am EDT

Breakfast (at Hotel) - Open seating and optional Sunhill Dining Room

8:30am EDT

Group Session #2 Boot Camp Studio 12&13

10:30am EDT

Coffee Break Break station

10:40am EDT

Group Session #3 - HR (Building Trust) Studio 12&13

11:40am EDT

Coffee Break Break station

11:45am EDT

Breakout 3 - Acquisition Integration Studio 2 Breakout 3 - How to conduct an effective meeting Studio 3 Breakout 3 - Month end and Quarter End Process + Improvements Studio 5&6 Breakout 3 - Team Structures: what worked well, roles/responsibilities, managing a growing team Studio 8

12:30pm EDT

Lunch (Assigned seats) Sunhill Dining Room

1:30pm EDT

Breakout 4 - Acquisition Integration and executing/tracking on an IM - Finance involvement in Due diligence Studio 8 Breakout 4 - Better Balance Sheet Recs Studio 3 Breakout 4 - CSI Ratios (Deep dive into the ratios and how to understand them) Studio 2 Breakout 4 - Self Review before you submit work (did you agree to source data, do a reasonability of your submission) Studio 5&6

2:15pm EDT

Coffee Break Break station

2:20pm EDT

Group Session #4 - Securing your business (IT) Studio 12&13

3:15pm EDT

Coffee Break Break station

3:30pm EDT

Teambuilding Amazing Race Niagara Outside weather permitting - White Oaks will pick us up

6:00pm EDT

Niagara Distillery dinner Niagara Distillery & Billy Bones BBQ

9:00pm EDT

Free Time - Bus departing Niagara Falls back to White Oaks @ 9:45 TBA

10:00pm EDT

Play Bar Social: Connecting over Drinks Play Bar & Grill

7:00am EDT

Breakfast (at Hotel) - Open seating and optional Sunhill Dining Room

8:30am EDT

Group Session #5 - IFRS Ballroom A

9:30am EDT

Coffee break - Ensure you have checked out of your room Break station

9:50am EDT

Group Session #6 - IFRS 15 - Case Study Ballroom A

11:30am EDT

Lunch with experts Sunhill Dining Room

1:00pm EDT

Innovation Challenge Ballroom A

2:30pm EDT

Final Address Ballroom A

3:30pm EDT