Connect CFO 1
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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Wes Saber

Executive Vice President & Chief Financial Officer

HARIBO of America

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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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Tom De Weerdt


Mauser Packaging Solutions

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Bhadresh Sutaria

Chief Financial Officer


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Amy L. Kuzdowicz

SVP Finance and CAO

JACK Entertainment LLC

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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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Todd Cort


Yale School of Management

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Joshua Lowy

Vice President

American Outdoor Brands

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Russell Bogan

Regional Vice President Sales


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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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Tim Ray

Vice President of Sales


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 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 Presentation

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 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 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 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 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 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 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

Industry Dinner


Breakfast Buffet

TuesdayBreakout Presentation

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
TuesdayBreakout Presentation

close Aligning Professional Development and Training With Current and Future Business Goals (And a Bias Towards Talent Management)

Forward-Thinking Financial LeadershipMauser Packaging Solutions - EVP & CFO

The need to attract and retain the best talent is critical for any (finance) organization. My presentation covers what makes someone a good finance business partner, how to identify them, successfully on board them, keep them engaged through a sophisticated Talent Management process and then finally, how to prepare them to become a successful CFO.

Key Takeaways:

  • Need for a Talent management program and suggestion to start setting it up
  • Need for ongoing coaching and mentoring throughout the top talent’s career
  • Power of engagement (and retention) coming from Talent Management


Tom De Weerdt
EVP & CFOMauser Packaging Solutions

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

Group 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

Quartz Events is now Quartz Network!

Exciting news! All of our executive tools and services are now available under one roof. Quartz Network now includes Quartz Events, our industry-leading executive summits, Quartz Education, our on-demand peer-led content, and Quartz Network Solutions, our streamlined B2B solution-finding platform.