Renaissance Schaumburg, Chicago

What You Get

Our ‘invitation-only’ approach allows us to provide exceptional service for our audience.

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Conference Pass

Full access to the event including keynotes and educational sessions.

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Overnight Hotel

We cover the first night and offer a discounted rate. Spouses welcomed.

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5 Star Catering

Let us treat you to delectable breakfasts, lunches, refreshments, and more.

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Ace Networking

Rub shoulders with the best. Entry to all networking activities including industry dinner.

Who You'll Meet

A unique engagement opportunity with Fortune 500 companies and emerging mid-size enterprises.

250+

Influential Peers

Benchmark and network with the movers and shakers of Finance.

30+

Thought Leaders

Learn from the best in the field and walk away with actionable insights.

50+

Leading Partners

Meet only the solution providers most relevant for your projects and initiatives.

2.5K

Connections

Unparalleled networking opportunities with high profile industry leaders.

What You'll Do

Your registration creates a truly customized agenda based on your specific areas of responsibility, challenges and interests.

0%

Free Time

Spend most of your time participating in educational sessions and networking activities.

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Research Meetings

Face-to-face 25-minute meetings to discover leading solutions guided by knowledgable executives.

40

Educational Sessions

Keynotes, plenary sessions, industry panel discussions, case studies and more.

6

Networking Activities

The perfect place to connect with peers who can truly make a difference to your business.

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KEY THEMES

This year, the 100% peer-driven educational program will be centered around key themes addressing the most pressing challenges in finance.

FEATURED SPEAKERS

Key Themes

close Technology & Transition in Finance
  • The Future of AI in Finance & How to Prepare for It.
  • What are the Top 3 Technology Trends that CFO’s need to Focus On?
  • Migrating Finance Operations to the Cloud: Pros and Cons.
  • ERP: How to Select, When to Upgrade & How to Successfully Implement.
  • Getting Rid of Dispersed Systems and Transitioning all of Finance into One Platform/System
  • How Technology is Taking Over in a Manual/Paper-Based World.
  • The Evolving Role & Responsibilities of the CFO.
  • How to Promote Emotional Intelligence & Personal Development for Finance Executives.
  • Driving Innovation and Leading Cultural Change.
  • Enhancing Your Management Style & Keeping Current on Trends in Finance.
  • Leading Millennials in an Ever-Changing Political Climate.
  • How to Do More with Less: Finding Success Without a Huge FP&A Team.
  • Optimizing Planning, Budgeting and Forecasting.
  • Strategies to keep Business Unit/Department Leaders Accountable for Their Results.
  • The Benefits of a Self-Service BI Organization.
  • Best Practices for Understand & Managing P&L.
  • M&A in the Modern World:  Is it Worth the Effort?  Does Anyone Ever See the ROI They Expect?
  • Innovative Banking Solutions to Help Automation.
  • Important Changes to Capital Markets that Finance Executives Should Know.
  • Risks and Opportunities in Funding Business Operations.
  • Knowing & Utilizing Your Best Financing Options to Raise Capital.
  • Working with a Challenging Board &/or Divided Company Management
  • Choosing Auditors Wisely: Making Auditors a Business Partner
  • GAAP Revenue Recognition Changes: Lessons Learned for Q1 Reporting
  • Using Strategic Planning as a Tool to Identify Risks in Your Financials
  • Best Practices for Effective GRC Management

SPEAKERS

Get insights from 20+ specialized CFOs making way in the ever-changing world of finance.

Connect CFO Leadership Fall Summit View More

Chris Caswell

Chief Financial Officer, Chief Operating Officer

Clarks

Connect CFO Leadership Fall Summit View More

Jason Quint

Vice President of Finance

Bed Bath & Beyond

Connect CFO Leadership Fall Summit View More

David Hazlehurst

CFO

Zespri

Connect CFO Leadership Fall Summit View More

Tricia Tolivar

Chief Financial Officer

GNC

Connect CFO Leadership Fall Summit View More

Sterling Adlakha

CFO

Harley MArine Services Inc.

Connect CFO Leadership Fall Summit View More

Ronald Izewski

Senior Vice President & Chief Financial Officer

Just Born

Connect CFO Leadership Fall Summit View More

Daniel Lasman

Chief Financial Officer

Fish & Richardson P.C.

Connect CFO Leadership Fall Summit View More

Adanma Akujieze

Vice President of Finance

Larson Design Group

Connect CFO Leadership Fall Summit View More

Dale Spencer

Chief Investment Officer

Columbian Financial Group

Connect CFO Leadership Fall Summit View More

Dave Sackett

Senior Director of Finance & Administration

ULVAC Technologies, Inc

Connect CFO Leadership Fall Summit View More

Jeffrey Bissell

Chief Financial Officer, Treasurer

NMG Aerospace

Connect CFO Leadership Fall Summit View More

Nina Doherty

Regional Vice President

Corcentric

AGENDA

Make every session valuable by selecting up to three key themes to mix and match the most relevant topics to you. Earn CPE credits!

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SundayNetworking

Welcome Cocktail Reception & Registration

MondayNetworking

Breakfast Buffet

Monday, October 22Keynote Presentation

close How to Solve the 5 Pervasive Team Challenges and Transform Your Business

Leadership & Learning DevelopmentFlippen Group - National Director of Leadership Processes

People represent the greatest investment opportunity in any company. They’re also the greatest challenge. And the challenges multiply when people work together on teams. Despite the dysfunction of the majority of business teams, teamwork has never been more important for fast-growth companies. In this session, you’ll learn how to accelerate the effectiveness of new teams and new leaders, how to deal effectively with contentious teams and teammates, how to optimize high-functioning teams and navigate change initiatives, and how to develop and retain your high potentials.

Key Takeaways:

  • How to accelerate the effectiveness of new teams and new leaders.
  • How to deal effectively with contentious teams and teammates.
  • How to optimize high-functioning teams and navigate change initiatives.
  • How to optimize high-functioning teams and navigate change initiatives.
*CPE Credit-Participants will be able to identify the 5 most significant team challenges and share ways to engage these issues and solve them to create dynamic teams and extraordinary outcomes.. Field of Study: Personnel/HR

Speaker

Lyle Wells
National Director of Leadership ProcessesFlippen Group
Monday, October 22Breakout Presentation

close The Top 5 Ways to Eliminate Waste in IT

Technology & Transition in FinanceThe IT Effectiveness Group - Founder & CEO

40 years of vast experiences in the IT cost cutting arena – all well documented – has produced an extensive cookbook that is used to reduce IT expenses without cutting headcount. During this session, we will cover the 5 efforts that produce the greatest results. We will also cover why these opportunities exist and most importantly, what needs to be done to eliminate the waste.

Key Takeaways:

  • Top 5 Opportunities for IT cost savings
  • How these wasteful expenses happened in the first place and what to do to keep the from occurring again
  • How to discover the waste and eliminate it
  • An approach to perpetually maximize your IT investments

Speaker

John Hutto
Founder & CEOThe IT Effectiveness Group
Monday, October 22Breakout Presentation

close Driving a Culture of Business Intelligence

Technology & Transition in FinanceBed Bath & Beyond - Vice President of Finance

Jason will walk through the steps he’s taken to get FP&A out of the report building business and into the business value creation business by embracing IT. Recent trends have finance and IT coming into much closer alignment especially concerning shared initiatives like business intelligence and data governance. Jason will lay out the process he’s used to navigate the ever changing and sometimes murky waters.

Key Takeaways:

  • 3 Critical aspects to build your team
  • 4 Guiding principles to develop the culture

Speaker

Jason Quint
Vice President of FinanceBed Bath & Beyond
Monday, October 22Breakout Presentation

close Leader as Coach: Coaching Your People to do the Best Work of Their Lives

CFO Leadership & InnovationCapital One - Head of Sales

In today’s high paced, high tech and highly competitive worldwide market leadership has never been more challenging or rewarding. Leaders are not born but developed and solid leadership is the most sought after and scarce commodity within the business world. Being a successful leader in our multi-generational workplace means being a great coach. If you can’t successfully coach your “players” then you can’t score on the field of business and you definitely can’t win a championship or deliver expected results. This session on leadership explores the practical and authentic approach to being a great leader through being an effective coach.

Key Takeaways:

  • What it means to be a great coach and its practical application
  • How to build trust with your players and positively influence your team
  • The top 10 plays every effective “coach” should run
  • Delivering better than expected results through better engagement and discretionary effort

Speaker

Gregory Banning
Head of SalesCapital One
Monday, October 22Breakout Presentation

close Driving Global Expansion While Managing Risk

Governance, Risk Management & ComplianceZespri - CFO

Zespri has undertaken material growth through it’s global expansion programme. The expansion has been through Asia / sub continent / Middle East / North and South America. Zespri focus in each country is to get closer to the customer therefore moving further down the value chain. The expansion has driven a large amount of change and has therefore continually changed the risk profile of the business. The presentation will focus on: 1 Finances position in global expansion 2 Understanding and managing risk 3 Developing and implementing a compliance framework 4 Deeper dive into China

Key Takeaways:

  • Finances position in global expansion
  • Understanding and managing risk
  • Developing and implementing a compliance framework

Speaker

David Hazlehurst
CFOZespri
Monday, October 22Breakout Presentation

close The Power of Payment and Accounts Payable Integration

Technology & Transition in FinanceCorcentric - SVP of Sales

The final act of the B2B payment cycle has remained separate for too long – allowing many payments to fail in the ‘last mile’ of the transaction. What would it mean to your business if you could automate that ‘last mile,’ providing a complete AP workflow, including invoice receipt, approval, and processing, with 100% payment disbursement? It’s possible

Key Takeaways:

  • The high cost of payment by paper check
  • The power of full visibility into cash position and payment status
  • The danger of not integrating payables
  • How to complete the ‘last mile’ of the transaction

Speaker

Dan Andrew
SVP of SalesCorcentric
Monday, October 22Breakout Presentation

close Evolution of Financial Leadership

CFO Leadership & InnovationClarks - Chief Financial Officer, Chief Operating Officer

Business is changing and finance must change with it. It is no longer sufficient for a CFO to simply report the news. The finance function, led by the CFO, must now lead in strategic plan development and partner cross-functionally across the business to drive implementation of the strategy to achieve results. The finance team must lead in the creation of actionable and measurable KPI’s to evaluate status. These measurements must be real-time rather than the historic quarterly or monthly updates. The CFO must leave the transition to automation, including deciphering big data, to ensure that analysts have time to add value rather than simply manipulate data into reports. The CFO must be able to identify, develop, recruit, and maintain talent. Due to the new role of finance, many areas within finance are becoming true talent pipelines into other areas of the organization. While this is a great development for young finance professionals looking for broad career opportunities, it further challenges the CFO to ensure the depth of talent is sufficient and career pathing is in place to handle the constantly changing environment. My presentation will include best in class roadmaps and examples of pros and cons to many of these challenges.

Key Takeaways:

  • Strategic vision
  • Finance department evolution to strategic business partner
  • Recruiting, training, and retaining a strong finance team
  • Finance’s role as a leader throughout the business

Speaker

Chris Caswell
Chief Financial Officer, Chief Operating OfficerClarks
Monday, October 22Breakout Presentation

close Medical benefits costs are second to payroll! What is your strategy?

Strategic Financial ManagementTrion Group, a Marsh & - SVP Health & Welfare Consulting

Healthcare costs are second to payroll! Learn what Top-Performing companies are doing to control costs while still maintaining robust benefit packages at affordable prices. We will cover the top 5 strategies deployed to beat medical trend more effectively!

Key Takeaways:

  • State of the Market Overview – what’s driving costs both currently and what is around the corner
  • Key thoughts on areas we need to focus on for long term cost management
  • Top 5 strategies proven to reduce medical costs and improve patient outcomes

Speaker

Marybeth Gray
SVP Health & Welfare ConsultingTrion Group, a Marsh &
Monday, October 22Breakout Presentation

close How to Make Compliance Your Competitive Weapon

CFO Leadership & InnovationBlackline - Director of Finance Transformation & Product Expert

Are you keeping up with an evolving risk landscape or is it keeping you up at night? Accounting scandals are not just headlines of the past, they are happening every day. Your organization is constantly exposed to risk; you cannot operate with a business-as-usual mentality. Change is constant and the stakes are high. Leveraging technology enables your accounting and finance department to reduce their overall risk exposure. Your organization has the opportunity to automate repetitive tasks, eliminate data entry errors, gain workflow visibility and accountability, and strengthen the overall control environment.

Key Takeaways:

  • Recognize risk as a factor that consistently impacts organizations whether they are experiencing rapid growth, increasing in complexity, resistant to change, or are working to implement best practices.
  • Identify common practices and processes that can expose organizations to fraud.
  • Review departmental and organizational process improvement opportunities by leveraging technology to reduce risk, challenge current processes, and utilize your team’s time and their skill sets to reduce your organization’s risk exposure.

Speaker

Michael Shultz
Director of Finance Transformation & Product ExpertBlackline
Monday, October 22Breakout Presentation

close The Current Yield Curve and What It Is Telling You

Strategic Financial ManagementColumbian Financial Group - Chief Investment Officer

We will look at the current U.S. Treasury yield curve and historical data and predict what the current curve is telling us about what future economic activity may look like. Does the Treasury curve invert? If it does, it has been a very good predictor of recessions. What can you do now to prepare.

Key Takeaways:

  • The yield curve is getting flatter
  • The yield curve may invert
  • This has been accurate in predicting the last 6 recessions
  • What this means to your equity portfolios

Speaker

Dale Spencer
Chief Investment OfficerColumbian Financial Group
Monday, October 22Breakout Presentation

close The (R)evolution of CPM

Strategic Financial ManagementUnit4 - CPM Solutions Architect & Services Lead

Corporate Performance Management follows the same evolutionary path in nearly every organization. And when implemented properly, the results are revolutionary. CPM can drastically improve the processes of Planning, Budgeting, Forecasting, Reporting and Analytics. This session explains why CPM applications are able to deliver such remarkable improvements. It will explain how analytical systems differ from transactional systems using non-technical examples and will arm the business user with a fundamental understanding of CPM. And by observing the evolutionary path trod by thousands of organizations, the audience will learn what mistakes to avoid when undertaking their own Corporate Performance Management implementation.

Key Takeaways:

  • Best practices in implementing CPM.
  • Business understanding of analytical vs transactional systems.
  • What makes CPM able to deliver results.
  • Mistakes to avoid in implementing CPM.

Speaker

Stuart Goldstein
CPM Solutions Architect & Services LeadUnit4
Monday, October 22Breakout Presentation

close Transforming Finance in a 100 Year Old Company

CFO Leadership & InnovationDelaware North - CFO, EVP

An effective finance function is dependent on (a) standard processes supported by (b) common understanding implementation and execution of software tool set which leads to increased visibility, reduced manual effort and ability to drive results.

Key Takeaways:

  • Heavy manual processes can be optimized or replaced with software and integration enabled approaches
  • Common business processes-training and software enablement support execution
  • Minimize risk through contingency planning
  • Make those who operate your business advocates for change

Speaker

Chris Feeney
CFO, EVPDelaware North
Monday, October 22Breakout Presentation

close Payables Transformation: Maximizing Finance's Ability to Scale

Technology & Transition in FinanceTipalti - Director of Product Marketing

How do companies successfully scale finance to meet their growing operations? If you want to be the next unicorn or industry darling, what are the strategic ways you can accelerate your path to success while maintaining a lean operational footprint and make every headcount count?

Key Takeaways:

  • Multi-entity, multi-subsidiary best practices and controls
  • Friction-less early payments for companies looking to go from Net 15 to Net 60
  • Meeting compliance requirements for global supplier base
  • Achieving cost-neutral payables

Speaker

Shauna Steib
Director of Product MarketingTipalti
Monday, October 22Breakout Presentation

close Technology Transitions in Finance

Technology & Transition in FinanceNMG Aerospace - Chief Financial Officer, Treasurer

The session will provide definitive suggestions for implementing finance driven technology tools such as reporting dashboards, payables automation, GL connection tools, time tracking software, capital project analysis, and Excel techniques that drive efficiency.

Key Takeaways:

  • Tips on evaluating and implementing AP automation solutions
  • Using Excel PowerQuery for reporting
  • Creating reporting dashboards that drive actions
  • How to make your financial reviews more effective

Speaker

Jeffrey Bissell
Chief Financial Officer, TreasurerNMG Aerospace
Monday, October 22Breakout Presentation

close Citizen-Centric Reporting: Beyond Accounting and Auditing

CFO Leadership & InnovationMassachusetts Developmental Disabilities Council - CFO

The Citizen-Centric Reporting model is advocated by the Association of Government Accountants as a means to provide a clear, concise and easily understandable explanation of what your organization does. The session will offer practical experience, perspective and the trends in transparencies that are valuable to any organization.

Key Takeaways:

  • After completing the session, attendees will be knowledgeable about the Citizen-Centric Report model and adaptability to private and nonprofit sector.
  • After completing the session, attendees will be able to construct a Citizen-Centric Report and participate in the Certificate of Excellence recognition program.
  • Attendees will also be knowledgeable about the Association of Government Accountants and its performance and accountability programs.

Speaker

Craig Hall
CFOMassachusetts Developmental Disabilities Council
Monday, October 22Breakout Presentation

close Ethics or Ego - Managing Up

CFO Leadership & InnovationBig Ass Fans Company - CFO

In this session, you will learn how to handle those tough situations with grace and survive the outcome. We’ve all been there – that little voice inside our head is whispering and our ethics CPE courses are ringing in our ears. There is something about what you are hearing that just doesn’t “feel” right. How do you handle it? When do you handle it? How do you speak up with grace and integrity while allowing those around and possibly above you to save face and find a workable solution. Connie has learned from experience and some great mentors and she is hear to share her experience and guidance today.

Speaker

Connie Hale
CFOBig Ass Fans Company
Monday, October 22Breakout Presentation

close Risk Assessments: From Paper to Practice

Governance, Risk Management & ComplianceLarson Design Group - Vice President of Finance

The purpose of this session is to highlight how risk assessments can go from merely being a concept to becoming a critical component of any organization. A successful risk awareness culture is one in which employees at all levels of the organization recognize it as such. Too often, organizations’ risk assessment and risk management initiatives die prematurely because there is a lack of ownership and/or committed responsibility over the process. Interestingly, this absence of commitment to the process exists because the question “what then do we do with it?” is unanswered. This session will answer that question.

Key Takeaways:

  • How to create a comprehensive risk library
  • Adding quantitative measures to risk
  • Weaving it all into the organization’s fabric
  • Exploring risk awareness as a lifestyle

Speaker

Adanma Akujieze
Vice President of FinanceLarson Design Group
MondayNetworking

Industry Dinner

Tuesday, October 23Keynote Presentation

close Unlocking True Profitability Potential: Cutting Edge Strategies for Today’s Business Leaders

CFO Leadership & InnovationEtihad Airways - VP Finance, Europe & The Americas

Traditional approaches to sustain profitability are losing relevance in our ever-changing macroeconomic and socio-political landscape. Corporate executives are now required to embrace new ways of delivering their promise to shareholders. This will require a holistic examination of people, processes and systems and conscious efforts to have innovation drive true and sustained profitability. Attendees will walk away with tools that will allow them to: • Use limited people resources while delivering on substantial EBITDA growth. • Alleviate the impact of external shocks that hamper growth • Use Business Intelligence as a tool and not a burden • Focus on the bottom line

Key Takeaways:

  • Human Capital Management must focus on diversity and individual strengths. Also, Centralization is not old fashion and does not need to be painful.
  • Managing risk and profitability solutions is everyone’s responsibility and executive management must set the tone.
  • Business Intelligence does not need to be a burden and will reap dividends if used correctly.
  • Innovation and effective capital utilization will deliver always.

Speaker

John Thomas, Jr.
VP Finance, Europe & The AmericasEtihad Airways
Tuesday, October 23Breakout Presentation

close Create Cash Flow from Your Accounts Payable with Technology

Technology & Transition in FinanceAllied World - VP, Accounts Receivable Insurance
TransacXion Technologies - CEO

How to use Fintech (Financial Technology) to maximize operations for free cash flow and increase your cash conversion cycle. Supply chain financing along with technology and credit insurance can extend bill payments up to six months creating new liquidity at no cost to buyers. Learn about the new supply chain financing for 21st century corporations.

Key Takeaways:

  • Technology can drive cash flow
  • Accounts payable monetization platform creates new cash flow
  • Supply chain financing can be easy and profitable
  • Technology to finance 21st century operations

Speaker

Glenn Robins
VP, Accounts Receivable InsuranceAllied World
Michel Fontaine
CEOTransacXion Technologies
Tuesday, October 23Breakout Presentation

close Blockchain Solutions for Finance

Technology & Transition in FinanceULVAC Technologies, Inc - Senior Director of Finance & Administration

Learn about what blockchain technology is and how it can be used to solve finance and accounting issues. Blockchain technology has a great potential for decentralized trust. There is a mystery over who invented the technology, but many people believe it can change our world. Cryptocurrency is powered by blockchain technology, but it will not be the focus of the talk. An example will be getting the accounting transactions to balance between a foreign parent and subsidiary who use different languages, databases and reference fields. Additional solutions will be discussed and questions are encouraged throughout the talk.

Key Takeaways:

  • Learn the definitions of block chain technology
  • Understand an example of solving inter company reconciliations with blockchain technology
  • Learn how block chain technology works
  • Learn why there is hype surrounding block chain technology

Speaker

Dave Sackett
Senior Director of Finance & AdministrationULVAC Technologies, Inc
Tuesday, October 23Breakout Presentation

close Top Five Issues with Accounting Software

Technology & Transition in FinanceDecisivEdge, LLC - President

Accounting software is a critical tool in a company’s arsenal. Finance is the epicenter of a business whether the business is a manufacturer, distributor or a financial institution. It is the function that enables a business to “keep score”, identify inefficiencies, determine where investments are warranted, etc. However, both ERP software and stand-alone accounting solutions have been plagued with the following challenges: 1. Reporting and analysis capabilities 2. Customizable user interface 3. Document management 4. Application integration 5. Customization without impacting upgradability In this session, we will discuss how Next-Gen Finance solutions are addressing these challenges by leveraging new technologies and architectures.

Key Takeaways:

  • Typical challenges with ERP and stand-alone accounting solutions
  • New technologies being employed to streamline Finance
  • New architectures that increase the long-term viability of a solution and return on the asset

Speaker

Sukumar Narayanan
PresidentDecisivEdge, LLC
Tuesday, October 23Breakout Presentation

close Thinking Outside the Box for Value-Creation

CFO Leadership & InnovationJust Born - Senior Vice President & Chief Financial Officer

The idea of the strategic CFO is often thrown around without tangible actions and strategies finance leaders can adopt in their own organization. While becoming active in strategy and less involved in numbers is a great goal – these words are empty if CFOs do not become proactive in value-creation and execution of business efforts in outside functions. Finance must adapt the way they traditionally think about value-creation. In this session, I will share experiences and lead an interactive session on innovative ways that CFOs can create business value, including: – Managing resources from internal teams – strategic finance within your organization – Leveraging relationships with outside partners – Improving performance of your Sales and Marketing departments – the role of finance

Key Takeaways:

  • CFO Leadership
  • Creating Value as the CFO
  • Team Integration
  • Making Finance Invaluable to your Company

Speaker

Ronald Izewski
Senior Vice President & Chief Financial OfficerJust Born
Tuesday, October 23Breakout Presentation

close Lean Companies: Hacking the Finance and Operations Functions Through Technology and Relationships

Technology & Transition in FinanceRebar Systems - CFO

Today’s young companies can accomplish many finance operations functions more cost effectively and with greater effectiveness than ever before. Learn how to leverage technology and vendor relationships to magnify your effectiveness as CFO. Reduce wasted effort and mistakes, lowering company risk in the process.

Key Takeaways:

  • Lean on outside accounting/finance resources who aren’t required full time
  • Build your trusted virtual team of attorneys, insurance/benefits brokers, and other service providers
  • Avoid expensive infrastructure investments in favor of SaaS and other cost saving solutions
  • Leverage technology to cut time spent on A/P, A/R and other drudge functions

Speaker

Neil Danzger
CFORebar Systems
Tuesday, October 23Breakout Presentation

close Leadership Strategies for Enhanced Capital Returns

CFO Leadership & InnovationHarley MArine Services Inc. - CFO

Capital allocation is, perhaps, the most important function of a CFO. A high return on capital has been shown to be the most highly correlated factor to high stock returns for public companies and fundamental to successful private ones. This session will cover some tips for enhancing M&A and capital projects models, identify pitfalls in capital allocation decisions and suggest methods for avoiding them, offer suggestions for building a consensus with the CEO, Board and other Executives, identify areas where CFO leadership in the process can make substantive differences to the outcome and emphasize the importance of team building to improve analytical assumptions.

Key Takeaways:

  • Traditional finance teachings overemphasize modern portfolio theory variables
  • Building a cohesive, multi functional team can avoid most pitfalls in capital allocation
  • Certain behavioral traits are roadblocks to team building in capital allocation
  • Providing “smell test” summaries can drive better multi departmental input and marry corporate strategy with analytical analysis

Speaker

Sterling Adlakha
CFOHarley MArine Services Inc.

STEERING COMMITTEE

Experienced CFOs help us design a relevant and 100% peer-led educational program.

Steering Committee Members

Jeffrey Evans CFO
The Detroit Zoological Society
Friedrich Holz CFO
Silicon Microstructures Inc
Dan Tavarez COO
Denton House Design Studio
Dave Sackett Senior Director of Finance & Administration
ULVAC Technologies, Inc.
Craig Hall CFO
Massachusetts Developmental Disabilities Council
Kevin Krese CFO
Buckingham Doolittle
Gloria Salazar Deputy CEO
San Joaquin RTD
Geraldine Holmes CFO
Concord Regional Visiting Nurse Association
Tracy Harris CFO
The Bullis School
Don Pittman CFO & EVP
NTS Communications
Angela Astle EVP Finance
Chugach Alaska Corporation
Eric Seeton CFO
API Technologies Corp
Weng Horak CFO
Stray Rescue
David Turk CFO
MidCountry Bank
Benjamin Reynolds CFO
AMPCO Contracting Inc.
David Ristow CFO
Qumu Corporation
Brett Scholz CFO
Boxer Property
Amir Yunus CFO
Genysys Works

ATTENDEES

We help CFOs and Finance senior-level executives connect with peers in different industries to discuss their top-of-mind directives. Last year's attendees include:

Attendee Testimonials

"Networking with other CFOs and being able to discuss similar challenges and solutions we’ve all experienced was the best part of the event for me. It’s a small time investment for the opportunity of learning new things and making some good connections. In addition to the professional reasons, the locations and venues have made for a very enjoyable business trip, and would recommend this event to other Finance executives."

Attendee List

EXHIBITORS

Connect CFO is quickly establishing a reputation as the boiling pot of information, ideas and solutions.

Exhibitor Testimonials
EXHIBITOR TESTIMONIALS

"The information we learned from our one-on-one meetings is invaluable. The attendees were spot on – decision makers, ready to shortlist vendors! The event was beautifully organized and the entire process was super-efficient. I would highly recommend CONNECT to other solution providers – make this a must sponsor event in your marketing plans!"

Exhibitor List

ABOUT

North America's fastest-growing Finance event plays host to over 250 attendees each year.

HAVE QUESTIONS?

Here is a quick FAQ to help you get started. For more information contacts us, we're happy to talk to you.

Our Team

Oliver Thomas

Vice President
(424) 334-5156
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Marin Silvers

Sponsor Relations
(424) 334-5141
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Laura Dion

Attendee Relations Executive
(424) 363-9967
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Riley McLaughlin

Conference Program Manager
(424) 334-5149
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Chad Hamilton

Sales Director
(424) 334-5157
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Shaun Thankachen

Sales Executive
(424) 313-7511
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Tim Parfitt

Sales Executive
(424) 363-9965
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Jonathan Ellis

Sales Executive
(424) 204-0854
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HOTEL & TRAVEL

Your full access conference pass includes overnight accommodations, meals and cocktail receptions.

The Hotel

Renaissance Schaumburg

Experience refined style at the Renaissance Hotel in Schaumburg where stunning design blends seamlessly with impeccable service.

Our Schaumburg hotel accommodations boast stylish design and luxurious comfort. Located in an accessible hub with a sophisticated collection of retail and culinary options such as Sam & Harry’s and Woodfield Mall, this Schaumburg, Illinois hotel serves as an indigenous ambassador for entire Chicagoland area…and a gateway for the entire Midwest.
  • Accommodations must be booked through the conference organizers and not through the venue directly. We cover the first night and offer a discounted rate. Spouses welcomed. For reservations please contact:
The nearest airport is Chicago O'Hare International Airport (ORD), which is less than 15 miles away. Alternatively, you may fly into Chicago Midway International Airport (MDW). This hotel does not provide shuttle service. Taxis are readily available at the airport.
The Renaissance Schaumburg  | 1551 N. Thoreau Drive Schaumburg, IL 60173