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.


High Profile Speakers

20+ CFOs share strategic endeavors and skillful insights as they make way in today’s financial landscape. Our Fall 2018 speaker line-up included:

Connect CFO Leadership Fall Summit View More

Amy Shelly

Chief Financial Officer

OCC (Options Clearing Corporation)

Connect CFO Leadership Fall Summit View More

Deborah Newman

Vice President Financial Process Improvement

Warner Bros Entertainment Inc

Connect CFO Leadership Fall Summit View More

Amy L. Kuzdowicz

SVP Finance and CAO

JACK Entertainment LLC

Connect CFO Leadership Fall Summit View More

Bhadresh Sutaria

Chief Financial Officer


Connect CFO Leadership Fall Summit View More

Matt Poleski

Northeast Region CFO


Connect CFO Leadership Fall Summit View More

Michael Greiner

EVP and Chief Financial Officer


Connect CFO Leadership Fall Summit View More

Bob Saiz

Chief Financial Officer

SupplyCore Inc

Connect CFO Leadership Fall Summit View More

Gordon Liu

Executive Vice President , Head of Regulatory and Risk Analytics


Connect CFO Leadership Fall Summit View More

Chris Caswell

Chief Financial Officer, Chief Operating Officer


Connect CFO Leadership Fall Summit View More

Jason Quint

Vice President of Finance

Bed Bath & Beyond

Connect CFO Leadership Fall Summit View More

Tricia Tolivar

Chief Financial Officer


Connect CFO Leadership Fall Summit View More

David Hazlehurst



Connect CFO Leadership Fall Summit View More

Keith Webb

Pre-Sales Director of SaaS Technology and Innovation

Ultimate Software

Connect CFO Leadership Fall Summit View More

Sterling Adlakha


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

Dave Sackett

Chief Financial Officer

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


Connect CFO Leadership Fall Summit View More

Joyce Lazzara

Senior Solutions Consultant


Connect CFO Leadership Fall Summit View More

Marybeth Gray

Senior Vice President Health & Welfare Consulting

Trion Group, a Marsh & McLennan Agency, LLC

Connect CFO Leadership Fall Summit View More

Sascha Alber

Director of Product Management, Software Development


Connect CFO Leadership Fall Summit View More

Dr. Chris White

Chief Science Officer


Connect CFO Leadership Fall Summit View More

Wes Saber

EVP & Chief Financial Officer

Wes Saber

Connect CFO Leadership Fall Summit View More

Michael Metzger

Global Director of Finance IT

Kraft Heinz

Connect CFO Leadership Fall Summit View More

Joshua Lowy

Vice President

American Outdoor Brands

2019 Full Agenda

Your personal concierge will craft a custom schedule based on your interests and priorities. View the 2018 agenda below.

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Financial Management & Strategy

Welcome Cocktail Reception & Registration - Sponsored by Ultimate Software


Breakfast Buffet

MondayKeynote Presentation

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

Leadership & Learning DevelopmentTeamalytics - Chief Science Officer

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


Dr. Chris White
Chief Science OfficerTeamalytics
MondayBreakout 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


Chris Caswell
Chief Financial Officer, Chief Operating OfficerClarks
Monday, September 16Breakout Session

close The Power of Servant Leadership

Forward-Thinking Financial LeadershipWarner Bros Entertainment Inc - 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
Vice President Financial Process ImprovementWarner Bros Entertainment Inc
MondayBreakout 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


David Hazlehurst
MondayBreakout Presentation

close Managing Complex Energy Portfolios, Risk and Capital

Strategic Financial ManagementEdison Energy - Vice President, Sales

Energy is the largest unaddressed risk faced by most companies, and can exceed foreign currency, interest rate & other operational risks. For many companies, a 10% change in energy costs can impact earnings-per-share by 5% or more.

How likely is this to happen & what could cause it within this business planning cycle, or the next?

Most companies do not allocate the internal resources to quantifying these answers, leaving them exposed to potential impacts. This is an increasingly important area of due diligence, as the markets are going through fundamental changes (e.g. coal retirements, renewable build-out) and utilities are increasingly allowing corporate input on different rate schedules.

Given the rapidly changing energy markets and facility operations, most companies do not yet have a road map of how the organization’s energy cost structure is set to be impacted over the next 5,10, or 15 years. In this session, we will explore how taking a strategic, analytics-based portfolio approach to energy management helps clients increase risk-adjusted return on capital, protect themselves from rapidly changing markets and products, and outperform their competition.

Key Takeaways:

  • Learn what an energy portfolio is, how the methodology differs from other energy management strategies, and why leading companies are adopting the portfolio approach.
  • Learn how a comprehensive portfolio approach can bring together different stakeholders
  • Learn how to educate senior management on the materiality of energy management.


Rob Federighi
Vice President, SalesEdison Energy
MondayBreakout 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


John Hutto
Founder & CEOThe IT Effectiveness Group
MondayBreakout 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


Jason Quint
Vice President of FinanceBed Bath & Beyond
MondayBreakout Presentation

close Medical Benefits Costs Are Second to Payroll! What is Your Strategy?

Strategic Financial ManagementTrion, a Marsh & & McLennan Agency LLC - 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


Marybeth Gray
SVP Health & Welfare ConsultingTrion, a Marsh & & McLennan Agency LLC
MondayBreakout Presentation

close Aligning Management and Governance: Leading During Times of Organizational Change

CFO Leadership & InnovationGNC - Chief Financial Officer

Working together effectively is critical for Corporate Boards and the C-suite, particularly during an organizational transformation where the makeup of the Board substantially changes. GNC recently agreed to a $300 million strategic joint venture with Harbin Pharmaceutical Group, part of Hayao. At closing (expected in second half of this year), Hayao will own 40 percent of GNC on a convertible basis and five Hayao members will join GNC’s board. Tricia Tolivar, CFO of GNC, is working to ensure the upcoming transition is smooth and helping management lead the business and its employees through the change. In this discussion, Tricia will explore the importance of the CFO’s role in business transformation, as well as how CFOs and senior leaders can find common ground in the boardroom.

Key Takeaways:

  • How to lead in a time of corporate transition
  • Working with the executive management team to ensure successful boardroom integration
  • CFO’s role in guiding the business, and setting the tone for the future
  • Why the board plays a critical role during and after corporate transitions


Tricia Tolivar
Chief Financial OfficerGNC


MondayBreakout Presentation

close It Cost HOW Much? - Measuring ROI on Globally Mobile Employees Costs

Strategic HR and OperationsSIRVA - Senior Vice President, Global Compensation & Payroll Services

We all know that Company sponsored relocations have a cost – but what is the Company getting in “return”? Definition of ROI Why is it the “Holy Grail” of Global Mobility? Defining and Measures Costs Hard Costs Reporting Requirements Soft Costs How/ What to Measure Defining and Measuring “Returns”

Key Takeaways:

  • Definition of ROI
  • Defining and Measures Costs
  • Defining and Measuring “Returns”


L. Sean Raney
Senior Vice President, Global Compensation & Payroll ServicesSIRVA
MondayBreakout Presentation

close Get Ahead, Stay Ahead | AI (Deep Learning) & CPM for the Office of the CFO

CFO Leadership & InnovationUnit4 - Director of Product Management, Software Development

With expectations for faster response times to more complex questions, and fewer resources to get the job done, we are all under increasing pressure to perform and deliver. How can Self-Driving solutions support you with your Performance Management tasks? And, how can you benefit from the use of Artificial Intelligence? Join us to discuss the current state of the office of the CFO and how to get ahead in the face of tough competition.

Key Takeaways:

  • Technologies and their impact on FP&A + S&OP
  • Why AI will be a game changer for FP&A + S&OP
  • How to leverage AI to your strategic advantage in the face of tough competition


Sascha Alber
Director of Product Management, Software DevelopmentUnit4
MondayBreakout 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


Jeffrey Bissell
Chief Financial Officer, TreasurerNMG Aerospace
Monday, September 16Breakout 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 How to Make Compliance Your Competitive Weapon

CFO Leadership & InnovationBlackline - Senior Solutions Consultant

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.


Joyce Lazzara
Senior Solutions ConsultantBlackline

close AI & The Future of Finance

Technology & Transition in FinanceProphix Software Inc. - VP, North American Customer Sales

AI has already made inroads into many industries. But the Office of Finance is already proving to be an early adopter and ripe for disruption. The ability to analyze data, calculate risks and quickly inform decision-making is crucial to finance’s role in the organization. Finance runs on data. Historically, finance leaders have had to pour through data in time-consuming ways. There’s immense value to be had in automating planning, budgeting, forecasting and reporting. Join Neal as he details how he sees the future changes in the finance world and offer advice how the Office of Finance can prepare for the next evolution in FP&A.

Key Takeaways:

  • How AI & innovation is transforming the finance function and the evolving role of the CFO as a key strategic player
  • Learn about how machine learning and natural language progression (NLP) produce deep learning
  • Leveraging financial innovation to transform the business and drive results


Neal Khan
VP, North American Customer SalesProphix Software Inc.

close Between a Rock and a Hard Spot: Managing the Cap Table of a Growth Company

Strategic Financial ManagementSavi Technology - CFO

The flexibility afforded by a company’s capitalization is critical to its growth. Management and Boards are best served by taking a long term strategic view in managing the evolution of the company’s capitalization. There is a balance between short term financing requirements and the longer term implications of these decisions. A company’s capitalization table will dictate the financing alternatives available to it over time thereby enabling or preventing its growth. Trust relationships between investors, management, and the Board members matter. Through the discussion of a case study, attendees will gain an appreciation of managing cap tables strategically to best position a company for growth.

Key Takeaways:

  • A company’s capital structure enables or prevents its growth
  • Financing alternatives are determined by the company’s performance and prospects
  • Stakeholders (Investors, Board members, Management, Employees) do not necessarily have the same incentives


Jeffrey Friedman
CFOSavi Technology
MondayBreakout 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


Adanma Akujieze
Vice President of FinanceLarson Design Group

close Procurement Solutions for Transportation - Carrier Contract Negotiation & Carrier Invoice Auditing

Banking and Capital Markets PricesAFMS - Founder & CEO

EXPERT Carrier Contract Negotiation advice, Including Auditing Ideas to reduce your shipping costs.

A lot of changes are happening today with UPS and FedEx and the levels of complexity surrounding today’s contracts. Get valuable information to better manage your ongoing transportation pricing contracts and carrier contract changes. How you, can have best-in-class pricing and reduce overall shipping costs by 15-25%. You will walk away from this informative session with a new perspective on how to negotiate with the carriers.

Key Takeaways:

  • What has created these pricing changes? The data capture technology carriers use today has allowed them to bill for services and extra costs they physically couldn’t charge for a few years ago.
  • What can a shipper do to offset these new charges? Gain a better understanding of the impact these changes are going to have on your company; How much of your transportation spend is in accessorial charges or base rate charges. Tips to negotiate better discounts from former UPS and FedEx VP’s and pricing managers.
  • How to establish shipping costs benchmarks prior to beginning any carrier negotiations. Ways to reduce the impact of accessorial charges and other not so obvious contract fee’s.
  • How auditing your shipping can actually save you an additional 1-4%. Parcel (FedEx, UPS, DHL), both domestic and global shipping solutions.


Mike Erickson
Founder & CEOAFMS
Monday, September 16Breakout 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 Presentation

close Understanding the ABC of NextGen Financials– Rise of Automation, Bots & Contextual Finance

Technology & Transition in FinanceRamco Systems - AVP – Solution Advisory & Presales

The evolving marketplace has made it imperative for technologies to become light and easily accessible. Businesses today are no longer tied down by the traditional boundaries of space and time. Work is 24/7, inter-connected and constantly on the move. Consequently, ERP solutions too need to break free from the clutter of excessively complicated technicalities to become simple, easy-to-use and scalable. The world is moving towards a leaner, efficient and contextual information delivery model, with embedded analytics. Spruce this with an element of Chatbots and Voice and you encounter a whole new world of Finance. This seamless experience is complemented by the availability of easy to use intuitive self-service on mobiles (Android/iPhones), tablets (iPad/Android tabs) and of course desk top and laptops. While a typical commoditized financial & accounting solution can at best remain a transactional reporting system, the future is all about building an API-economy where applications integrate and interact with each other seamlessly.

Key Takeaways:

  • ERP solutions need to break free from the clutter of excessively complicated technicalities to become simple, easy-to-use and scalable
  • A futuristic Finance system is all about building an API-economy where applications integrate and interact with each other seamlessly
  • Systems are moving towards Voice UIs, BOTs, Self service on Mobile and Tablets


Muthuraj Thangavel
AVP – Solution Advisory & PresalesRamco Systems
TuesdayBreakout Presentation

close Manage a Successful Transition Up the Leadership Chain

Leadership & Learning DevelopmentTravis Credit Union - Senior Vice President and Chief Human Resources Officer

If you promote someone from a manager to an AVP, or from an AVP to a VP, what’s the difference?  In many companies, it’s a matter of tenure.  However, if there are not distinct differences in performance expectations from one level to the next that can be effectively articulated, measured and enforced, you will be setting yourself up for ER issues, leadership gaps, succession gaps and poor knowledge management.

Key Takeaways

  • Overview of leadership categories based on performance standards
  • Setting clear performance distinctions between levels
  • Identification of who does/doesn’t fit within these levels
  • Key leadership imperatives to help identify leadership at various levels


Arthur Schwartz
Senior Vice President and Chief Human Resources OfficerTravis Credit Union
Tuesday, September 17Breakout Session

close Next Generation Strategic Execution

Leading Financial StrategySupplyCore Inc - Chief Financial Officer

How SupplyCore leverages Strategic Execution Management Software (SEM) and strategic treasury management technologies to drive global growth and improve earnings.

Key Takeaways:

  • Describe the emerging market of Strategic Execution Management Software (SEM)
  • How SupplyCore leverages SEM as a backbone to drive global growth
  • How SupplyCore has built treasury management as a strategic driver to improve cash flows and earnings


Bob Saiz
Chief Financial OfficerSupplyCore Inc
TuesdayBreakout Presentation

close Lead or Go Home! CFO's Must Be Strategic and Innovative to Ensure Their Place at the Corporate Leadership Table

CFO Leadership & InnovationFish & Richardson P.C. - Chief Financial Officer

I will discuss the “where to play” and “how to win” questions in the context of the Finance function and how innovation plays an essential role in answering the “how to win” part of the strategy. Through the use of examples drawn from my experience, I will present how to determine where to play and where not to play (the need to make choices) consistent with and in support of the firm’s strategy. In answering the how to win question, I will talk about assessing requirements, capabilities and the role innovation can play in winning. Beyond the role innovation plays in winning, I’ll talk about what innovation means and how to think about innovating in an environment that is resistant to change.

Key Takeaways:

  • What does strategy look like for a Finance Function
  • Steps to assess current strategy or in the absence of one, how to create one
  • How to integrate innovation into a Finance Department’s Strategy


Daniel Lasman
Chief Financial OfficerFish & Richardson P.C.
Tuesday, September 17Breakout 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
Tuesday, September 17Breakout Session

close M&A Integration with my Family

Leading Financial StrategyGallagher - Northeast Region CFO

Due Diligence for Mergers and Acquisitions is all about the numbers – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now. Matt Poleski, Gallagher Northeast Region CFO examines 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 CFOGallagher

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 Kuzdowicz Senior VP, Finance & Chief Accounting Officer
JACK Entertainment LLC
Andy Zeweri CFO
Mindseeker, Inc.
Angela Pierce CFO
AirStrip Technologies
Anitra Myrick CFO
Jewish Community Center
Barry Heichelbech CFO
Brake Supply Company, Inc
Brenda Kasprzewski CFO
Neighborhood Housing Services of Greater Berks Inc
Brian Nelson CFO
Teletrac Navman
Dave Sackett CFO
ULVAC Technologies Inc
Domenic Prinzivalli COO & CFO
Don Wademan CFO
Garner Industries Inc
Donna Garcia Vice President, Finance
Presbyterian Healthcare Services
Douglas Olds CFO
EPAY Systems Inc
Frank Acito CFO
Yellowstone Club
Guita Sharifi CFO
AIDS Services Foundation
Holly Nelson CFO
Silver Star Brands, Inc.
Holly Ward CFO
M.G. McGrath, Inc.
Javed Akbar Chief Risk & Audit Officer
Rafal Group
Jeff Dood CFO
City of Grand Rapids
Jeffrey Friedman CFO
Savi Technology
Jim Altman CFO
Welch Equipment
Jim Farrell CFO
Globus Management Group, LLC
Joe Lakdawala Vice 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 Reilly CFO
Diba Industries
Kenneth Jones Vice President and Chief Financial Officer
The Annie E. Casey Foundation
Kisha Wesley Deputy Chief Financial Officer
Georgia Department of Public Health
Linda Demma CFO
Boker's, Inc.
Margie Erinle CFO
Institute of Scrap Recycling Industries Inc
Mark Gitlen Acting Chief Operating Officer and Chief Financial Officer
Armenian General Benevolent Union
Max Baca VP Finance & Administration / CIO
New Mexico Highlands Univesity
Michael Morack SVP, Global Finance Operations
ConvaTec PLC
Mohammad Asif Chief Financial Officer - Residential Development
Emaar The Economic City
Neil Watanabe CFO
US Auto Parts
Noordin Moloo CFO
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

Sponsor Relations
(424) 334-5141
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Britt Erler

Content Director
(424) 389-3287
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Laura Dion

Attendee Relations Executive
(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