Renaissance Schaumburg, Chicago

Invitation-only means an exceptional experience, on us

Coordinated by your personal concierge, a schedule is tailored to your professional goals and company priorities.


Complimentary Pass

Inventive learning, renown speakers, executive networking. All free to you.


Travel Reimbursement

We assist with your travel costs if you’re trekking over 100 miles to attend.



Your first night’s stay is on us and a discounted rate is available thereafter.


5 Star Catering

All of your meals and libations are complimentary throughout the event.

Join the Distinguished Upper Tier of Finance

A curated audience reserved for the senior level of the Fortune 500 and mid-market puts you in exceptional company.


Affluent Peers

Meet the people who are just as invested in improving the bottom line as you are.


Influential Leaders

Learn valuable strategy components from today’s very best.


Proven Solutions

Meet industry leading solution providers, hand picked for your priorities.



Take this unprecedented opportunity to connect with high profile execs.

A curated experience to cultivate achievement

Based on your specific areas of responsibility, challenges and interests we’ll craft a personal agenda that paves your path to success.


Days of Insight

Jump in the discussion through focused educational sessions and networking opportunities.


Innovative Sessions

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


Networking Opportunities

Tie into contemporaries and mentors interested in the same avenues of opportunity as you.


Research Meetings

Meet one-on-one with executives delivering on the technology that’s shaping the industry.

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Peer-Led Education

The CONNECT Steering Committee consists entirely of your contemporaries, meaning we tackle the trends with potential to make profound impact in the financial domain.


Key Themes

close Forward-Thinking Financial Leadership

Financial leadership means everything to today’s changing workforce. Innovation, community, empathy and personal growth must be cultivated and prioritized for your company to thrive. Our educational sessions will discuss leading the charge and building the foundation of evolution for CFO’s.

Learn how to strategically manage your operations for maximal success. Data and technology have changed the implications of the word optimization. When everything can be measured and most things can be automated, the benchmark for improvement is continually adjusting upwards. Stay in the know of today’s uproarious economic climate and proceed accordingly. We’ll cover Capital Markets, M&A, fundraising, financing and general banking.
With so many disruptive technologies hitting the scene, the world of finance and accounting have been cracked wide open. Leveraging the cloud, AI, automation, digitization, block-chain and centralizing data are just the surface for working faster and smarter. Learn everything you need to keep pace and beyond.
Navigate the many inherent challenges that come with the job. We’ll discuss strategies for diverse boards and executive teams, auditor selection, changes to GAAP Revenue Recognition, risk identification and effective GRC management.

High Profile Speakers

20+ CFOs share strategic endeavors and skillful insights as they make way in today’s financial landscape. Our Fall 2020 speaker line-up includes:

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Deborah Newman

Former Vice President Financial Process Improvement

Warner Bros Entertainment Inc

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Michael Metzger

Global Director of Finance IT

Kraft Heinz

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Amy L. Kuzdowicz

SVP Finance and CAO

JACK Entertainment LLC

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Bhadresh Sutaria

Chief Financial Officer


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Matt Poleski

Northeast Region & Mid-Atlantic Region CFO


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Jeremy Behler

Chief Financial Officer

Sargento Foods Inc.

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Amy Shelly

Chief Financial Officer

OCC (Options Clearing Corporation)

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Michael Greiner

EVP and Chief Financial Officer


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Bob Saiz

Chief Financial Officer

SupplyCore Inc

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Gordon Liu

Executive Vice President , Head of Regulatory and Risk Analytics


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Russell Bogan

Regional Vice President Sales


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Joshua Lowy

Vice President

American Outdoor Brands

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Bob Diana

Regional Vice President, Sales

HighRadius Corporation

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Lyle Wells

Sr. VP Consulting


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Stephanie Banuelos

Director of Credits & Incentives

Corporate Tax Incentives

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Mitch Feldman

Managing Director of Research & Development

Corporate Tax Incentives

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Susan Anderson

VP, Americas Business Consulting Lead

Hitachi Consulting

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Arianne Chaisson

Senior Director, Solution Enablement

Hitachi Consulting

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Pam Brown

HR Director Mid-Atlantic & Northeast Regions and National Risk Control


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Prashant Ganti

Head Of Product Management - Global Tax, Accounting And Payroll Solutions


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Darren Heffernan

President, Mid-Market Solutions

Adra by Trintech

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Robert Lawson

Managing Director

LucaNet North America

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Mark Pritchard

Chief Financial Officer

USSC Group

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Brion Schweers

Vice President of Quote-to-Cash Solutions


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Marco Crespo



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Wes Saber

Executive Vice President & Chief Financial Officer

HARIBO of America

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Bill Peterson

VP of Product Marketing

Host Analytics

2020 Full Agenda

Your personal concierge will craft a custom schedule based on your interests and priorities. View the 2020 agenda below.

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Forward-Thinking Financial Leadership
Leading Financial Strategy
Financial Trends, Innovation and Digital Transformation
Progressive Governance, Risk and Compliance

Welcome Cocktail Reception & Registration


Breakfast Buffet

MondayBreakout Presentation

close Financial Leadership and Co-piloting Growth

Leading Financial StrategyHARIBO of America - Executive Vice President & Chief Financial Officer

The leading role of Finance in modern businesses is to be an active custodian and an inspiring copilot and leader. Strategies and Planning are the beginning to copilot the business, its leaders and organization towards driving sustainable and profitable business results. Finance Leadership is a journey of engaging internal and external stakeholders towards success. During the journey, Finance will be guiding performance and promoting business resilience and governance.

Key Takeaways:

  • Strategic CFO Leading Company to Sustainable Growth
  • Mergers & Acquisitions
  • Transactional Mind Vs Being a Business Partner


Wes Saber
Executive Vice President & Chief Financial OfficerHARIBO of America
MondayBreakout Session

close The Power of Servant Leadership

Forward-Thinking Financial LeadershipWarner Bros Entertainment Inc - Former Vice President Financial Process Improvement

As a leader in finance, it is vital that we produce value for our respective companies. Executives depend upon our critical thinking, analytical and presentation skills. Leveraging our teams is the most important factor in meeting our functions objectives. Deborah Newman developed servant leadership, that focuses on providing teams with the tools, opportunities and coaching they need to produce phenomenal results. Other by products of her approach include creating an uplifting environment, engendering team loyalty and providing optimal value to the company.

Key Takeaways:

  • Establish loyalty with your team
  • Achieve optimal results
  • Create an uplifting environment
  • Optimize your teams talent by focusing on individual strengths


Deborah Newman
Former Vice President Financial Process ImprovementWarner Bros Entertainment Inc
MondayBreakout Presentation

close Driving the Future of Work with Data: Aligning your Remote Talent Strategy with the Business

Leading Financial StrategyToptal - Regional Director

Talent strategy is critical to an organization’s ability to innovate and quickly pivot to fuel growth and stay ahead of competition. Sachin Bhagwata will share his unique insights on the industry-wide shift in talent management and how companies are increasing ROI from the “human cloud” and blended workforce operating model – the future of work.


Sachin Bhagwata
Regional DirectorToptal
MondayBreakout Presentation

close Offering a Daily Pay Benefit in 2020 - Why It Matters & What You Need to Know

HR Strategy and Leadership DevelopmentDailyPay - CMO
Arbor Lodging Management - Talent Acquisition Manager

Today’s chaotic labor market presents deep challenges for HR executives. Traditional employee benefits may not provide quantifiable results for large organizations or offer employees what they really want. Offering an on-demand pay benefit is a cutting-edge way for HR to give employees what they really need, which in turn creates a more engaged workforce. This has been proven to decrease turnover and its associated costs, ultimately increasing your company’s profitability.

Key Takeaway:

  • Discuss the changing workforce, their expectations and what you need to do to attract and retain them
  • Evaluate a daily pay benefit to expand your voluntary benefits portfolio and contribute to reducing turnover
  • improved their employee experience with a no-cost benefit


Jeanniey Mullen
Michael Teske
Talent Acquisition ManagerArbor Lodging Management
MondayBreakout Session

close M&A Integration with my Family

Leading Financial StrategyGallagher - Northeast Region & Mid-Atlantic Region CFO
Gallagher - HR Director Mid-Atlantic & Northeast Regions and National Risk Control

Due Diligence for Mergers and Acquisitions is all about the numbers and the people – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now? Matt Poleski, Gallagher Northeast & Mid-Atlantic Region CFO and Pam Brown, Gallagher HR Northeast & Mid-Atlantic Region HR Director examine the top questions you face once an acquisition is closed.

Key Takeaways:

  • Should we integrate all at faster all at once – or should we go slower making sure every project is implemented precisely?
  • How should the acquiree prioritize integration projects versus running the day to day operations?
  • What things can I take credit for as early wins?
  • What key success factors should I measure?


Matt Poleski
Northeast Region & Mid-Atlantic Region CFOGallagher
Pam Brown
HR Director Mid-Atlantic & Northeast Regions and National Risk ControlGallagher
MondayBreakout Presentation

close C Level Executives' Declaration of Operating Performance

Leadership, Teams and TransformationWorkforce Interactive - Founder

We hold these truths to be self-evident, that employees who value personal accountability reduce operating expenses by way of better safety records and subsequently fewer workers’ comp claims, more desirable attendance records, lower association with shrinkage, theft, fraud, misconduct, etc.

Conversely, high-risk employees love profit sharing programs, whether you offer one or not. In other words, we all know that values matter and those employees with riskier values can negatively impact operating performance.  The question has always been “what can you do about it?” In this session that question will be answered. Join us to see how values are directly linked to operating performance.  Find out how a science with Nobel Prize nomination credentials can measure values like a thermostat measures temperature, and, as a result, help the “C Suite” reduce and/or avoid expenses, and increase revenue.

Key Takeaways:

  • Discover how to correlate workforce values to operating data like:
    • Workers’ comp claims
    • Shrinkage/theft/fraud
    • Internal litigation cases
    • Attendance
    • Sales metrics


Don Everett
FounderWorkforce Interactive


MondayBreakout Presentation

close Driving Change at Northwestern University: HR's Change Journey

HR Strategy and Leadership DevelopmentNorthwestern University - Director, HR Business Partners/Consulting & Policy

Northwestern HR has been on a transformation journey touching and impacting every employee in HR as well as the community served.  The department has redefined and repositioned itself as a valued partner across the University by tapping into and leveraging the talents, knowledge and experiences of each HR staff member to increase HR’s credibility throughout the organization.  During the presentation, you will learn how HR leadership designed and implemented large-scale change initiatives to revitalize HR, expand capacity and increase efficiency/effectiveness while driving engagement and high performance.


Key Takeaways:

  • It is possible to radically transform an organization while driving engagement
  • Having “dress rehearsals” ensure success with clients served
  • Working hard and having fun are not mutually exclusive even during times of strategic change and decision-making


Stephanie Griffin
Director, HR Business Partners/Consulting & PolicyNorthwestern University

close Finance’s Evolving Role in Customer Relationship Management

Leading Financial StrategySalesforce - Vice President of Quote-to-Cash Solutions

Finance’s role with the customer relationship is rapidly changing due to the emergence of recurring business models, such as subscriptions or consumption based contracts. These changes require Finance to transform people, process, and technology as the collaboration of Sales, Service, and Finance becomes essential to ongoing customer success. We will explore this change, including implications for growth, key benchmarks, and recommended processes.

Key Takeaways:

  • Review benchmark data to better understand changes happening in the market
  • Discuss how the role of Finance is evolving with business model innovation
  • Outline how to take advantage of these changes to drive automation and reduces quote-to-cash manual processes & costs
  • Share examples of how other organizations are driving growth through quote-to-cash digital transformation


Brion Schweers
Vice President of Quote-to-Cash SolutionsSalesforce
MondayBreakout Presentation

close Leading Finance During a Turnaround

Financial Leadership & Innovation AngioDynamics - EVP and Chief Financial Officer

Discuss the varying challenges of leading the Finance organization during a turnaround including, working capital, capital allocation, capital structure and core financial reporting.

Key Takeaways:

  • Strengthen your balance sheet & access to capital
  • Blocking and tackling; no distractions with external reporting
  • Cash management & optimize working capital
  • Insightful business partner and helping the commercial teams succeed


Michael Greiner
EVP and Chief Financial OfficerAngioDynamics
MondayBreakout Presentation

close The Financial Close Process is a Journey - Own It

Leading Financial StrategyAdra by Trintech - President, Mid-Market Solutions

The financial close process is a journey that can be improved with Breakthrough Simplicity. Do you own it? Or does it own you? As financial leaders, the downside of not owning it is increased exposure to risk and less time spent on those strategic, value-added initiatives. Your organization needs to be a platform for strategic growth, not a hindrance. Ready to own your journey?

Key Takeaways:

  • Identify and assess what stage of the financial close process you are in
  • Incremental steps you can take to ensure forward movement
  • Best practices your organization can benefit from


Darren Heffernan
President, Mid-Market SolutionsAdra by Trintech
MondayBreakout Presentation

close Wellness Matters - how driving employee engagement enables business success

Employee ExperienceGympass - CEO - US

Considering the flexibility people have grown accustomed to, it’s easy to see how traditional work benefits suddenly seem restrictive, too “one-size-fits-all”. To keep up, benefit plans need to diversify and give employees more ability to personalize their benefits. This can add a level of elasticity to workplace culture and make for a more positive employee.

Select a healthy mix of benefits to include something for everyone, considering multiple dimensions of wellness is a common strategy that more firms are leaning toward. These dimensions include occupational, intellectual, physical, financial, and social and can help create a diverse benefits program that will be valuable to an equally diverse employee population.

Key Takeaways:

  • Flexibility is key – 89% of HR professionals reported an increase in employee retention after launching flexible work arrangements
  • Sitting is the new smoking – Obesity & chronic disease account for $147 billion per year
  • Corporate wellness is increasingly being viewed as a key to success – 94% of US CEOs believe a health and wellness program is essential to attracting top talent


Marco Crespo
CEO - USGympass
MondayBreakout Presentation

close Next Gen Strategy Execution: How to Create a Culture of Execution

Leading Financial StrategySupplyCore Inc - Chief Financial Officer

Technology has changed the way we do almost everything. But strategic planning is still in the dark ages with spreadsheets and dusty binders full of objectives that get reviewed once, twice, or maybe four times a year. What if you tracked and monitored your strategic plan in real time so you could focus more on what you need to do rather than what you’ve already done?

Key Takeaways:

  • Simplify and improve your planning and execution process with Strategic Execution Management (SEM) Software
  • Harness SEM to see more alignment, communication, and transparency within your department and across your entire organization to achieve better results
  • Learn how SupplyCore leverages SEM as a backbone to drive global growth and identify key strategic drivers to improve cash flows and earnings


Bob Saiz
Chief Financial OfficerSupplyCore Inc
MondayBreakout Presentation

close Deep Dish Growth: How to Generate Capital from Innovation with Tax Incentives

Forward-Thinking Financial LeadershipCorporate Tax Incentives - Managing Director of Research & Development
Corporate Tax Incentives - Director of Credits & Incentives

Today’s CFOs must evenly spread their traditional CFO role and that of strategist across their business. More than ever, finance leaders serve as strategic advisers who work to advance business outcomes. When considering toppings for deep-dish growth – whether cybersecurity, risk management, sustainability, productivity, etc. – tax incentives offer CFOs the right ingredients to bake up a thick pie of working capital. In this session, we will discuss tools, tactics, and approaches to rolling out the working capital dough with innovation through tax incentives.

Key Takeaways:

  • Understand how everyday business activities could qualify for valuable tax savings
  • Grasp key indicators that signal the potential for big savings
  • Learn how CFOs can put themselves in the best situation to document and capture these tax incentives


Mitch Feldman
Managing Director of Research & DevelopmentCorporate Tax Incentives
Stephanie Banuelos
Director of Credits & IncentivesCorporate Tax Incentives
MondayBreakout Session

close Strategic Team Dynamics

Forward-Thinking Financial LeadershipJACK Entertainment LLC - SVP Finance and CAO

Creating and sustaining high performance teams are central to the ability to deliver on a company’s strategy. Accomplishing this goal takes intentionality from recruiting, onboarding, training, development, mentorship and engagement. We will review strategies and techniques to build and sustain powerful team of people to help drive and deliver on your mission.

Key Takeaways:

  • Techniques to find the people you need for tomorrow.
  • Approaches to maximize the effectiveness of talent once you find it.
  • Approaches to use diversity among people to deliver exponential results.
  • Secrets to keeping the people you need.


Amy L. Kuzdowicz
SVP Finance and CAOJACK Entertainment LLC

Industry Dinner


Breakfast Buffet

TuesdayBreakout Session

close Business Performance Management

Forward-Thinking Financial LeadershipAMSOIL - Chief Financial Officer

Modern CFOs are the Chief Performance Officers. Effective business performance management requires value driving Finance organization, clearly defined and shared objectives, goals, and priorities, effective performance measurement & reporting, strong business partnership, and dynamic performance management. Leadership to deliver commitment is also equally critical. The presentation will cover each of these key areas and a case study to demonstrate the process and the outcomes.

Key Takeaways:

  • Modern CFOs are Chief Performance Officers
  • Effective performance management requires well defined and aligned objectives and execution agility.
  • Clearly defined, easy to understnad performance measures and strong business partnership are critical to sound business performance management.
  • How to deliver outstanding outcomes through dynamic business performance management and leadership to deliver commitments; Case Study.


Bhadresh Sutaria
Chief Financial OfficerAMSOIL

Executive Steering Committee

Experienced financial leaders work with us to focus our program on the developments that will move the needle at your company.

Steering Committee Members

Amy KuzdowiczSenior VP, Finance & Chief Accounting Officer
JACK Entertainment LLC
Andy ZeweriCFO
Mindseeker, Inc.
Angela PierceCFO
AirStrip Technologies
Anitra MyrickCFO
Jewish Community Center
Barry HeichelbechCFO
Brake Supply Company, Inc
Brenda KasprzewskiCFO
Neighborhood Housing Services of Greater Berks Inc
Brian NelsonCFO
Teletrac Navman
Dave Sackett CFO
ULVAC Technologies Inc
Domenic PrinzivalliCOO & CFO
Don Wademan CFO
Garner Industries Inc
Donna Garcia Vice President, Finance
Presbyterian Healthcare Services
Douglas Olds CFO
EPAY Systems Inc
Frank AcitoCFO
Yellowstone Club
Guita SharifiCFO
AIDS Services Foundation
Holly NelsonCFO
Silver Star Brands, Inc.
Holly Ward CFO
M.G. McGrath, Inc.
Javed Akbar Chief Risk & Audit Officer
Rafal Group
Jeff DoodCFO
City of Grand Rapids
Jeffrey FriedmanCFO
Savi Technology
Jim Altman CFO
Welch Equipment
Jim Farrell CFO
Globus Management Group, LLC
Joe LakdawalaVice President Finance and Operations
Stenograph LLC
John Robert Pharr CFO
North Texas Real Estate Information Systems, Inc.
John Thomas, Jr.Vice President, Finance – Americas, Europe & North Asia
Etihad Airways
John Wilkinson Chief Financial Officer & Vice President, Finance
Tusculum University
Kapil Mehta CFO
Allied Digital Services LLC
Kathleen ReillyCFO
Diba Industries
Kenneth JonesVice President and Chief Financial Officer
The Annie E. Casey Foundation
Kisha WesleyDeputy Chief Financial Officer
Georgia Department of Public Health
Linda Demma CFO
Boker's, Inc.
Margie Erinle CFO
Institute of Scrap Recycling Industries Inc
Mark GitlenActing Chief Operating Officer and Chief Financial Officer
Armenian General Benevolent Union
Max Baca VP Finance & Administration / CIO
New Mexico Highlands Univesity
Michael MorackSVP, Global Finance Operations
ConvaTec PLC
Mohammad Asif Chief Financial Officer - Residential Development
Emaar The Economic City
Neil WatanabeCFO
US Auto Parts
Noordin MolooCFO
Project HOPE
Olga Martynov CFO
TM Forum
Pamela Henderson CFO

An Esteemed Audience

Over 80% of the Fortune 100 joins us each year for what has been voted the “most effective trade show” for over a decade. Use our tools to demonstrate ROI to your C-Suite.

Attendee Testimonials

Attendee List


CONNECT CFO has quickly become established as the “deal generating show”.

Exhibitor Testimonials

Exhibitor List


CONNECT CFO is an invitation-only trade show for executives working in finance. It bridges you to the most profitable solutions and information for your crowning priorities.

Have Questions?

We’ve answered a few FAQs to get you started. For any other questions, please don’t hesitate to contact us!

Our Team

Oliver Thomas

Vice President
(424) 334-5156
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Marin Silvers

Vice President of Operations
(424) 334-5141
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Britt Erler

Content Director
(424) 389-3287
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Laura Dion

Attendee Relations Director
(424) 363-9967
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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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Hotel and Travel

Your conference pass includes overnight accommodations, travel reimbursement, 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