Red Rock Resort, Las Vegas

What You Get

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


Conference Pass

Full access to the event including keynotes and educational sessions.


Overnight Hotel

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


5 Star Catering

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


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.


Influential Peers

Benchmark and network with the movers and shakers of Finance.


Thought Leaders

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


Leading Partners

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



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.


Free Time

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


Research Meetings

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


Educational Sessions

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


Networking Activities

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

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


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


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

Connect CFO Leadership Spring Summit View More

David Jones



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John Thomas, Jr.

VP Finance, Europe & The Americas

Etihad Airways

Connect CFO Leadership Spring Summit View More

Neil Danzger


Rebar Systems

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Dan Tavarez


Denton House Design Studio

Connect CFO Leadership Spring Summit View More

Craig Hall


Massachusetts Developmental Disabilities Council

Connect CFO Leadership Spring Summit View More

Mark Barenie


Institute of Food Technologists

Connect CFO Leadership Spring Summit View More

Dave Sackett

Senior Director of Finance & Administration

ULVAC Technologies, Inc

Connect CFO Leadership Spring Summit View More

James Voyer


Virginia Transportation Corp

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Tom Stewart

Executive Director

National Center for the Middle Market

Connect CFO Leadership Spring Summit View More

Nick Fischer



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Matt Jiang



Connect CFO Leadership Spring Summit View More

Shauna Steib

Director of Product Marketing


Connect CFO Leadership Spring Summit View More

Connie Hale


Big Ass Fans Company

Connect CFO Leadership Spring Summit View More

Terri Hartwell Easter


T.H. Easter Consulting

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Lyle Wells

National Director of Leadership Processes

Flippen Group

Connect CFO Leadership Spring Summit View More

Luke Burmeister


Didion Milling

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Daniel Bain

CFO, Americas

Uttam Galva North America Inc.

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Sukumar Narayanan


DecisivEdge, LLC


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

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Welcome Cocktail Reception & Registration


Breakfast Buffet

MondayBreakout Presentation

close APIs, Design Thinking, and You

Capital One - Director, Head of Card ePayables

The world is going digital, and so should you.  Dive into the world of the latest technology and how it will impact how you think about your job, and your company’s bottom line


  • Top 3 items you should focus on re: technological advances
  • Why the cloud and APIs are right for me
  • Process automation and business benefits
  • What should keep you up at night re: technology


*CPE Credit-Participants will be able to list the top three items you should focus on in today’s technological advances. Field of Study: Computer Science


Fouad Alkisswani
Director, Head of Card ePayablesCapital One
Monday, April 16Breakout Presentation

close Engaging Department Leaders to Deliver Results

Strategic Financial ManagementAMITAhealth - CFO

Department leaders are the backbone of your business but their attention is too often focused on their local operations. Learn strategies to make these department leaders invested in delivering solid results on a consistent basis that are in line with overall company strategy. Learn techniques to increase the engagement of your leaders in delivering effective financial results on a consistent basis.

Key Takeaways:

  • Strategy for effectively engaging leaders in financial results
  • Learn procedures for maintaining consistent focus on results
  • Understand common mistakes that hinder results


David Jones
MondayBreakout 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


Lyle Wells
National Director of Leadership ProcessesFlippen Group
MondayBreakout Presentation

close Emerging Payment Tech Trends: What You Need To Know

Nvoicepay - National VP

Technology is changing in the blink of an eye. Are you keeping up on all the trends? From digital checks to the distributed ledger and same-day ACH to international payments. These are just a few of the payment technologies that are shaping up to disrupt your business’s back office. Join Brent Meyers as he discusses these tech trends in detail and sheds light on its implications for your business.

Learn about the key trends poised to change the business landscape including:
  • Same-Day ACH
  • Distributed Ledger
  • Peer to peer networks
  • AI and Machine Learning


*CPE Credit-Participants will be able to list and describe three of the top technology trends that are changing the business landscape today. Field of Study: Computer Science


Brent Meyers
National VPNvoicepay
Monday, April 16Breakout 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.


John Thomas, Jr.
VP Finance, Europe & The AmericasEtihad Airways
Monday, April 16Breakout Presentation

close FP&A of the Future: Emerge as a True Strategic Partner

Strategic Financial ManagementBetteridge - CFO

Most in FP&A agree that becoming more strategic is a natural evolution to add more value to the business, but it is not always clear what that means or how to achieve a more strategic approach. Attendee’s will learn three guiding principles to re-position FP&A as a true strategic capability.

Key Takeaways:

  • Combining the DNA of enterprise analytics with traditional FP&A to create actionable insights and recommendations
  • Evolve FP&A-led processes to be as value-added as the outcomes
  • Bring stakeholders together to break down silos and create a culture of collaboration


Nick Fischer
Monday, April 16Breakout 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


Dan Andrew
SVP of SalesCorcentric
MondayBreakout Presentation

close Beyond the Financials: Mining your Internal Data to Make Better Decisions

Eyemart Express, LLC - Chief Financial Officer

Top Finance organizations now support a wide range of critical decision making, beyond budgeting and forecasting. The best Finance functions are providing true business analysis, supporting such decisions as pricing, promotions, media mix, and site selection. I’ll discuss how Eyemart Express mined its internal data to move from “gut” based choices to analytically rigorous decision making, guided by Finance, and share some specific examples of the resulting analyses.

  • Finance should be seen as the analytical thought leader in your organization
  • Most companies have a LOT of internal data (beyond just financial) buried in their systems, to support this kind of decision making; partnering with your IT team is essential in trying to locate, manipulate and analyze this data
  • Develop your internal team capabilities, but don’t be afraid to leverage outside subject matter experts
  • We’re not all statisticians or database gurus.
  • Look for areas that are ripe for more structured, analytical decision making, and work for small wins before trying to completely overhaul the decision making process.
  • You will probably find that your organization is hungry for this kind of support, and your business partners will start beating a path to your door.


*CPE Credit-Participants will be able to list three different types of non-financial internal data and how it can be used to leverage better results. Field of Study: Business Mgmt and Org


Brett Burford
Chief Financial OfficerEyemart Express, LLC
Monday, April 16Breakout Presentation

close Strategies for CFO/CEO of Doing Business in China

CFO Leadership & InnovationCreata - CFO

How to adapt to the new business environment in today’s China? what are the risk vs reward? what is the best strategies for entering the Asia Market?

Key Takeaways:

  • Pro and Cons of doing business in today’s China
  • Risk of foreign corporation in China
  • Legal and financial ramification of today’s multinationals
  • Changes that impact your business in China


Matt Jiang

Networking Lunch

Monday, April 16Breakout Presentation

close As a CFO You Need to Delegate Risk Management to your Board and Staff

Governance, Risk Management & ComplianceInstitute of Food Technologists - SVP & CFO

Risk Management is becoming more and more important to organizations. Many times the CFO is responsible for this critical program and does not have the resources to get the job done alone. Selling risk management to your Board and Senior staff is critical in managing your time as well as minimizing your own risk as well as safeguarding your companies assets.

Key Takeaways:

  • Communicating with the Board
  • How to get those precious resources for Risk Management
  • Reducing your own risk as well as the CEO’s
  • Risk management outside of Finance area


Mark Barenie
SVP & CFOInstitute of Food Technologists
Monday, April 16Breakout Presentation

close The (R)evolution of CPM

Strategic Financial ManagementPrevero - a Unit4 Company - Director of North American CPM

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.


Stephen Nelson
Director of North American CPMPrevero - a Unit4 Company
MondayBreakout Presentation

close How to Maximize Your ERP Selection and Negotiation

Technology Evaluation Centers - CTO

Selecting the right ERP solution is key to improve business productivity and make the growth plans viable. TEC is a trusted Global Consulting and Advisory firm with your best interests as the top priority. We’ll share our insight and resources to show you a structured and easy to follow roadmap for a successful software selection project, clarifying your Total Cost of Ownership and leverage the details for negotiations.
  • Use TEC’s structured easy to follow approach to Software Selection
  • Get hands-on expert advice to lead, coach and support your evaluation from our delivery and analyst team
  • Use TEC databases of product and vendor capabilities to compare vendors
  • Find out how to score the deciding factors in your evaluation
  • Build consensus among the stakeholders
  • Create an audit trail, leveraging the details for your due diligence selection and negotiation
  • Build clarity and protection into the contracts

*CPE Credit-Participants will be able describe how ERP selection is crucial to business productivity and action steps toward selecting the right one for your organization. Field of Study: Specialized Knw and Apps


Mehdi Aftahi
CTOTechnology Evaluation Centers
Monday, April 16Breakout Presentation

close The Future in a World that is in the Midst of Exponential Change

CFO Leadership & InnovationDidion Milling - CFO

The rate of change in today’s marketplace is faster than it has ever been in the entire history of manufacturing. Just a few years ago, a manufacturer could differentiate themselves on quality, on-time delivery performance, or customer service. Nowadays, with the vast majority of manufacturers having implemented lean manufacturing techniques, most everyone can meet quality, delivery performance, and good customer service – it is considered a cost of doing business. The world is changing at unprecedented levels and the only differentiator in the future will be those who choose to automate, therefore emerging as leaders in their respective marketplace. In an increasingly connected and networked world, Luke has been instrumental in Didion being ahead of the forthcoming developments in today’s resource revolution. Didion has created a “blue ocean” strategy by implementing a management paradigm shift seamlessly connecting information technology, plant automation, and enterprise resource planning.

Key Takeaways:

  • Exponential Change is going on in this World like never before
  • Your industry will be disrupted – are you prepared?
  • Does your Leadership and Culture support the resource revolution?
  • The next generation are manipulators of technology, not users


Luke Burmeister
CFODidion Milling
Monday, April 16Breakout 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


Shauna Steib
Director of Product MarketingTipalti
MondayBreakout Presentation

close R&D Credits and Employment Incentives: Cash Savings in 2017

Corporate Tax Incentives - WOTC Practice Leader

Many companies are aware of tax credits, but unaware of recent changes and new methodologies that increase benefit and simplify implementation. For example, R&D credits can now offset payroll tax and hiring tax credits can be screened over the phone – no paperwork. CTI will share a pragmatic overview of credits available and our process and technology.


  • What qualifies for the R&D tax credit and net benefit
  • What qualifies for WOTC – the credit for hiring employees – and net benefit
  • Recent changes to the credits: include more taxpayers, increase benefit, simplify implementation
  • Process to successfully capture, document, and sustain the credits


*CPE Credit-Participants will describe how the recent changes and new methodologies in the tax credit world can be leveraged to simplify the whole process. Field of Study: Taxes


Stephanie Banuelos
WOTC Practice LeaderCorporate Tax Incentives
Monday, April 16Breakout 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


Neil Danzger
CFORebar Systems
MondayBreakout Presentation

close Uptopia: Purchasing, Invoicing & Payment – Automation

Easy Access - President

Inundated with paper invoices? Want to process more invoices with less people?
Imagine receiving a Vendor’s paper invoice, scan it & shred the paper, and have the data and image automatically import into your ERP system where users can see both.  Welcome to “Touchless” processing of AP invoices, where automation eliminates handling of paper and increases productivity.
  • Understand how the three main components work- UPTOPIA
  • How to operate each component independently
  • How do they interact with a ERP system.
  • Case study: Watch a live demo of AP Invoice automation
  • Watch a live demo of a vendor & Payment Portal


Milind Agtey
PresidentEasy Access
Monday, April 16Breakout Presentation

close AI and Deep Learning are Changing Finance (And Everything Else)!

Technology & Transition in FinanceUttam Galva North America Inc. - CFO, Americas

Recent developments in Artificial Intelligence are leading to revolutionary advancements, from personal digital assistants to self driving cars and robots. In finance, we are seeing major advancements in analytics, fraud detection, investment analysis, and planning. Either be part of the revolution or be left behind.

Key Takeaways:

  • The basics Deep Learning, what it is and why it is game changing.
  • Areas to utilize Deep Learning technology for finance in the near and medium term.
  • Obstacles to implementing Deep Learning technology.


Daniel Bain
CFO, AmericasUttam Galva North America Inc.
Monday, April 16Breakout 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.


Connie Hale
CFOBig Ass Fans Company

Industry Dinner


Breakfast Buffet

TuesdayBreakout Presentation

close Making Your Company "Sales Ready"

Phillips & Temro Industries - CFO

Much like being “Audit Ready” (being operationally prepared for a quality audit at any time), “Sale Ready” means being in a perpetual state of readiness to put your company through the sales process. This means identifying key components of that process early, and building an internal structure that sustains these components.


  • Start early (ideally years before a sales process)
  • Build basic financial reporting that is clear and consistent
  • Identify key documents and organize on-going retention
  • Develop/Understand the strategic “story” and build supporting metrics and analytics


*CPE Credit-Participants will be able to list at least three ways to organize your finances to always be ready to sell. Field of Study: Business Mgmnt and Org


Jim Sorboro
CFOPhillips & Temro Industries
TuesdayBreakout Presentation

close Evolving the Office of Finance. Why?

Prophix - Senior Vice President, Sales

A frequent hot topic in finance is how and why the Office of Finance needs to evolve, but, what does this mean? This presentation outlines why CFOs need to build and lead a high performance finance team to drive growth across all functions/areas of the business.


*CPE Credit-Participants will be able to describe why building a high performing finance team and improve functionality organization-wide. Field of Study: Business Mgmt and Org


Ken Lavoie
Senior Vice President, SalesProphix
Tuesday, April 17Breakout 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.


Craig Hall
CFOMassachusetts Developmental Disabilities Council
Tuesday, April 17Breakout Presentation

close Get Ready for Artificial Intelligence

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

Accounting and Finance functions will be affected by Artificial Intelligence. Learn what to expect from this technology and how to prepare for its impact on your organization. Understand how it works to leverage it as an automation tool.

Key Takeaways:

  • When will AI affect me?
  • Where can I apply AI in my department?
  • What are the key terms surrounding AI?
  • What is the 4th industrial revolution and why is AI need?


Dave Sackett
Senior Director of Finance & AdministrationULVAC Technologies, Inc
TuesdayBreakout Presentation

close Doing Business in The New China – Risk or Reward?

Creata - Chief Financial Officer

How to adapt to the new business environment in peoples’ Republic of China? What is the risk versus reward?

  • Pros vs. Cons of doing business in China
  • Legal ramification of international firms in China
  • How to avoid risk in China
  • Why we still have much to gain from China


*CPE Credit-Participants will be able to list three pros and three cons of doing business in China. Field of Study: Economics


Matt Jiang
Chief Financial OfficerCreata
TuesdayBreakout Presentation

close The CFO's Role in ERP System Projects

RK Mechanical - CFO

ERP Systems (Enterprise Resource Planning) projects can impact the strategic plans of companies for years to come. What is the role CFO’s must play in ensuring these projects achieve the goals of the organization? Glen Elias will speak about his experiences on several large ERP conversions.


What Role should the CFO play in:

  • Selection of software
  • Development
  • Implementation
  • Other considerations

*CPE Credit-Participants will describe how a finance leader should lead an ERP installation for optimal results. Field of Study: Specialized Knw and Apps


Glen Elias
CFORK Mechanical
Tuesday, April 17Breakout Presentation

close From Controller to COO: Why it Makes Cents

Technology & Transition in FinanceDenton House Design Studio - COO

Many finance professionals are responsible for operational aspects of their organizations. There are obvious reasons for this overlap, including organizational capability and financial oversight but one of the biggest drivers should be the individuals passion for operational processes. During this class, we will discuss how to determine if it makes sense to organize your organization such that operations reports to the CFO.

Key Takeaways:

  • Operational efficiencies to be gained by merging finance and operations
  • Balancing time across all functions; HR, IT, Finance, etc.
  • Disaster recovery should be Priority #1


Dan Tavarez
COODenton House Design Studio
Tuesday, April 17Breakout 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


Sukumar Narayanan
PresidentDecisivEdge, LLC
TuesdayBreakout Presentation

close Visualizing Existing Data

Data-Mail Inc. - Chief Financial Officer

Our organization has a wealth of useful data, badly structured & held in disparate clunky systems. Using modern software, connected to existing data presented through MS Power BI we have been able to provide managers with useful insights into their areas, improving performance & profit.
  • Information already exists
  • Restructuring the data unlocks its potential
  • Modern software tools are robust & efficient
  • Publishing views of the data using Power BI is easy
  • CFOs ability to draw insights from the data is where we fit in


*CPE Credit-Participants will describe how to restructure existing data using modern tools to unlock its potential within the organization. Field of Study: Finance


Mark Pritchard
Chief Financial OfficerData-Mail Inc.
Tuesday, April 17Breakout Presentation

close Linking Individual Performance to Company Mission and Vision Using Performance Incentives

Strategic Financial ManagementVirginia Transportation Corp - CFO

Understand the power of aligning individual performance incentives with company vision and mission. Identify specific performance incentives that drive company performance in attaining the mission and vision that has been established to ensure the company thrives in the future.

Key Takeaways:

  • Identify the need for 100% employee participation
  • Replace “bonuses” with earned incentives
  • Drive everyday performance towards the companies mission and vision
  • Transform into a high functioning company


James Voyer
CFOVirginia Transportation Corp
Tuesday, April 17thBreakout Presentation

close Middle Market M&A

Strategic Financial ManagementNational Center for the Middle Market - Executive Director

The middle market is the favorite hunting ground of investors; and about 25% of mid-sized companies buy or sell all or part of a company every year. Yet the vast majority of executives–70% of buyers, 90% of sellers–have little experience in the M&A marketplace. New insights from 400 financial decision makers at mid-sized companies show what is most important and most challenging for buyers and sellers; uncover how companies use advisers, and how they can use them better; and reveal a set of best practices that will help companies become “deal ready” while improving their performance in the meantime.

Key Takeaways:

  • The role of inorganic growth in the strategy of mid-sized companies
  • How the M&A market has heated up–and how this affects would-be buyers and sellers
  • The biggest deal-making and post-deal challenges companies face–and what capabilities will help them surmount the challenges
  • A nine-point “deal readiness” program that will improve both M&A success and current performance


Tom Stewart
Executive DirectorNational Center for the Middle Market


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

Steering Committee Members

Brett Home CFO
American Farm Bureau Federation
Jennifer Templeman CFO
Jeremy Koczan CFO
Altamira Technologies Inc
Julien Salanon CFO & VP, Corporate Development
Kenneth Mcghee CFO
Loretto Hospital
Mark Miller CFO & Partner
Glazing Saddles
Mark Pritchard CFO
Data-Mail Inc
Noland Granberry CFO
Nanosys Inc
Ryan Meyer VP & Corporate Controller
Wells' Dairy
Sarah Nelms CFO
Kinney Group Inc
Scott Griffiths CFO
Farmer's Insurance
Shauna Balderson CFO
Fulcrum Technologies Inc
Steve Jurgensen CFO
Hawthorne Direct, LLC
Susan Colby VP Finance & Operations
Nedap Inc
Timothy Sedabres Senior VP, Corporate Strategy & IR
Banc of California
Tom Monheim CFO & SVP Finance and Enterprise Services
Traci Rushakoff VP of Finance


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


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

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


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


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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

Account Executive
(424) 334-5157
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Shaun Thankachen

Sales Executive
(424) 313-7511
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Your full access conference pass includes overnight accommodations, meals and cocktail receptions.

The Hotel

Red Rock Resort

Featuring luxurious hotel rooms and suites, three-acre pool backyard, sensuous spa treatments, delectable dining and exciting casino gaming–all overlooking the stunning Red Rock Canyon National Conservation Area.

Inspired by the natural beauty of the neighboring mountains, Red Rock Casino Resort & Spa pays homage to the elegant mid-century modern resorts that made Las Vegas famous. Spacious accommodations are designed with modern contemporary décor and a wealth of amenities like no other hotel rooms in Las Vegas, and include a 42-inch HD TV, VOIP internet phones, an automated, fully-stocked private bar and in-room safe.
Accommodations must be booked through the conference organizers and not through the venue directly. To book your stay please contact:
The closest airport to the hotel is McCarran International Airport (LAS). Red Rock does operate a complimentary shuttle between McCarran Airport and the hotel. You can see the shuttle schedule here. Taxis are also available at the airport and cost approximately $50 each way.
Red Rock Resort, Casino & Spa | 11011 W. Charleston Blvd. Las Vegas, NV 89135