Bellagio Hotel, Las Vegas

Invitation-only means an exceptional experience, on us

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

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Complimentary Pass

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

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Travel Reimbursement

$200 of your travel is covered if you’re trekking over 100 miles to attend.

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Accommodations

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

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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.

250+

Affluent Peers

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

30+

Influential Leaders

Learn valuable strategy components from today’s very best.

50+

Proven Solutions

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

2.5K

Connections

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.

3

Days of Insight

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

35

Innovative Sessions

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

6

Networking Opportunities

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

10

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.

FEATURED SPEAKERS

Key Themes

close Financial Leadership & Innovation 

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, blockchain 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.

Connect CFO Leadership Spring Summit View More

Lyle Wells

National Director of Leadership Processes

Teamalytics

Connect CFO Leadership Spring Summit View More

Amit Shroff

Corporate Finance Executive

Toyota Financial Services

Connect CFO Leadership Spring Summit View More

Michael Greiner

EVP and Chief Financial Officer

AngioDynamics

Connect CFO Leadership Spring Summit View More

Anais Lempereur

VP, Finance

Sweetgreen

Connect CFO Leadership Spring Summit View More

Casey Stenzel

Chief Financial Officer

TA Group Holdings LLC

Connect CFO Leadership Spring Summit View More

Ron Skillens

SVP, ERM and Compliance

JPS Health Network

Connect CFO Leadership Spring Summit View More

Gary Bachman

Chief Financial Officer

Pzena Investment Management

Connect CFO Leadership Spring Summit View More

Marybeth Gray

Senior Vice President Health & Welfare Consulting

Trion Group, a Marsh & McLennan Agency, LLC

Connect CFO Leadership Spring Summit View More

Scott Griffiths

Chief Financial Officer, Marketing

Farmers Insurance Group

Connect CFO Leadership Spring Summit View More

Dan Andrew

Senior Vice President

Corcentric

Connect CFO Leadership Spring Summit View More

Tom Stewart

Executive Director

National Center for the Middle Market

Connect CFO Leadership Spring Summit View More

Douglas Webster

Chief Financial Officer

Former Chief Financial Officer/Chief Acquisition Officer of U.S. Department of Education

Connect CFO Leadership Spring Summit View More

Ronald Izewski

Senior Vice President & Chief Financial Officer

Just Born

Connect CFO Leadership Spring Summit View More

Maxime Yao

Chief Financial Officer

United Technologies - Otis UK & Ireland

Connect CFO Leadership Spring Summit View More

Prashant Ganti

Head of Global Accounting, Compliance and Payroll Solutions

Zoho

Connect CFO Leadership Spring Summit View More

Mitch Feldman

Managing Director of Research & Development

Corporate Tax Incentives

Connect CFO Leadership Spring Summit View More

Stephanie Banuelos

Director of Credits & Incentives

Corporate Tax Incentives

Connect CFO Leadership Spring Summit View More

Mike Hughes

Managing Director, Operations Excellence

West Monroe Partners

Connect CFO Leadership Spring Summit View More

Doug Rabeneck

Director, Operations Excellence

West Monroe Partners

Connect CFO Leadership Spring Summit View More

Brenda Morris

Chief Financial Officer

Apex Parks Group

Connect CFO Leadership Spring Summit View More

Patti Elliott

Regional Vice President

Capital One

Connect CFO Leadership Spring Summit View More

MK Aydin

Senior Director, Corporate Solutions

A+E Networks

Connect CFO Leadership Spring Summit View More

Sterling Adlakha

CFO

Harley Marine Services Inc.

Connect CFO Leadership Spring Summit View More

Dave Sackett

Chief Financial Officer

ULVAC Technologies, Inc

Connect CFO Leadership Spring Summit View More

Bhadresh Sutaria

Chief Financial Officer

AMSOIL

Connect CFO Leadership Spring Summit View More

Katie McLaughlin

Senior Vice President, Corporate Benefits

NFP

Connect CFO Leadership Spring Summit View More

Kyle Healy

Senior Vice President of Sales Strategy

NFP

Connect CFO Leadership Spring Summit View More

Mark Rieder

Head of Innovation

NFP

Connect CFO Leadership Spring Summit View More

Michael Down

Vice President

NFP

Connect CFO Leadership Spring Summit View More

Eric Liebross

Senior VP, Business Performance Optimization

Auxis

2019 Full Agenda

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

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Governance, Risk Management & Compliance
Financial Leadership & Innovation
Financial Management & Strategy
Financial Technology, Tools & Trends
SundayNetworking

Welcome Cocktail Reception & Registration - Sponsored by Ultimate Software

MondayNetworking

Breakfast Buffet

Monday, April 15Keynote

close How You and Your Team Can Leverage Behavioral Analytics To Have Fun, Hit Goals, and Earn More

Financial Leadership & Innovation Teamalytics - National Director of Leadership Processes

Review three case studies of business teams that learned how to use behavioral analytics to eliminate the counterproductive behaviors that were keeping them from having fun, hitting goals, and earning their commissions and bonuses.

Key Takeaways:

  • The #1 mistake team leaders make when it comes to building an engaged and effective team.
  • The 8 most common counterproductive behaviors on teams and the behavioral metrics use to measure them.
  • The 3 things that Rockstar team leaders do that the Strugglers don’t when it comes to building and optimizing teams.
  • A predictable, proven process for eliminating counterproductive behaviors so that your team can have fun, hit goals, and earn commissions and bonuses.

Speaker

Lyle Wells
National Director of Leadership ProcessesTeamalytics
MondayBreakout Presentation

close Driving Business Results Through Customer Experience

Financial Management & StrategyFarmers Insurance Group - Chief Financial Officer, Marketing

I guarantee that some, if not all, of your competitors are improving their customer experience and using it to steal your customers. What are you doing about it?

Key Takeaways:

  • Understanding how customer experience impacts your business results
  • Defining and prioritizing customer experience improvements
  • Planning for disruption and innovation
  • Incorporating all of the above into your planning cycle

Speaker

Scott Griffiths
Chief Financial Officer, MarketingFarmers Insurance Group
MondayBreakout Presentation

close How to Lead a Successful Career Transition?

Financial Leadership & Innovation United Technologies - Otis UK & Ireland - Chief Financial Officer

We are living in a fast changing world and CFOs and other Finance Executives go through career transition typically every 2-4 years; yet, only few organizations have structured transition programs to support their managers during such critical period. Careful planning and consistent discipline are key for a successful career transition.

Key Takeaways:

  • How to plan your first 90 days?
  • How to maximize your productivity?
  • How to stay ahead of the game?

Speaker

Maxime Yao
Chief Financial OfficerUnited Technologies - Otis UK & Ireland
MondayBreakout Presentation

close CFO Leadership, Innovation and Strategic Financial Management

Financial Management & StrategyPzena Investment Management - Chief Financial Officer

The CFO role has historically been focused on being a strong accountant and scorekeeper. This “old view” is being challenged by innovations, exploding data, an ever changing risk environment, increasing regulations around the globe and growing demands of internal and external stakeholders. To address the changing environment, CFOs need to be strategic business partners with all members of their firm in regards to long-term vision, revenue optimization, expense management, tax optimization, strategic decision making and metrics. My presentation will cover these changing demands.

Key Takeaways:

  • Why CFOs need to support innovation and new business models
  • Discuss how and why CFOs need to develop and deliver agile strategies
  • Explain why CFOs need to drive sustained long-term growth
  • CFOs need to inspire and lead the way with strong purpose and ethics

Speaker

Gary Bachman
Chief Financial OfficerPzena Investment Management
MondayBreakout Presentation

close Doubling Down: CFOs Should Go All-In on Growth through Innovation

Financial Leadership & Innovation Corporate Tax Incentives - Managing Director of Research & Development
Corporate Tax Incentives - Director of Credits & Incentives

Today’s CFOs increasingly must balance their traditional CFO role with the role of strategist across the business. More than ever before, Finance leaders are serving as strategic advisers working to improve business results. When considering innovations for growth, be it cybersecurity, risk management, sustainability, productivity, etc., the CFO has the winning hand with which to turn those implementation efforts into a sure bet as additional sources for working capital. In this session, we will discuss tools, tactics, and approaches for stacking your chips to build working capital with tax incentives to spur innovation and growth.

 

Key Takeaways:

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

Speaker

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

close The Age of Million Dollar Drugs - What is Your Company’s Strategy?

Financial Management & StrategyTrion Group, a Marsh & McLennan Agency, LLC - Senior Vice President Health & Welfare Consulting

To retain and attract talented employees, organizations endeavor to offer competitive benefit programs. Delivering robust medical & pharmacy benefits at an affordable price has been a challenge with soaring costs. The largest chunk of the increase is due to skyrocketing pharmaceutical costs. Today, Rx is 26% of total benefits spend.  By 2020, it is predicted to grow to 50% of our total benefits costs! Learn what is happening in this area, what’s around the corner and how top-performing companies are managing these costs while still maintaining competitive benefit packages at affordable prices.

Key Takeaways:

  1. State of the Market Overview – What are the top drivers of cost in Pharmacy today?
  2. What should companies be focused on for the near future to get in front of the next group of high costing drugs?
  3. The top 5 strategies to control spend both long term and short term and help our members be healthier users.

Speaker

Marybeth Gray
Senior Vice President Health & Welfare ConsultingTrion Group, a Marsh & McLennan Agency, LLC
MondayBreakout Presentation

close The Future of Finance

Financial Leadership & Innovation Apex Parks Group - Chief Financial Officer

We live in an ever changing environment in finance and accounting.

Our teams need to be more flexible and more dynamic than ever. The requirement of the financial team is to optimize performance and create value for an organization. This goes beyond the functional requirements previously needed. It goes beyond the tactical and requires you to lead your team to new strategic value!

Speaker

Brenda Morris
Chief Financial OfficerApex Parks Group
MondayBreakout Session

close Pinpoint, Calculate, Act

Culture & Employee EngagementNFP - Senior Vice President, Corporate Benefits
NFP - Vice President
NFP - Senior Vice President of Sales Strategy
NFP - Head of Innovation

There are a number of trending topics in HR and Employee Benefits Today – from technology to culture, and talent to leadership. But you can’t address them all at once, so how do you determine which to tackle first. Join us for this interactive session as we discuss the most trending themes in HR and Benefits and help you not only determine which topics are most critical to act on BUT what the cost of NOT acting is. If you are looking for a session that will provide an actionable take away then this session is for you. Be sure to bring your paper, pencil, and calculator.

Key Takeaways:

  • Why is employee engagement important to bottom line growth
  • How do you measure your employee engagement?
  • How do your bridge the generational divide and create a platform that engages all employees

Speaker

Katie McLaughlin
Senior Vice President, Corporate BenefitsNFP
Michael Down
Vice PresidentNFP
Kyle Healy
Senior Vice President of Sales StrategyNFP
Mark Rieder
Head of InnovationNFP
MondayNetworking

Lunch Sponsored by TravelBank

MondayBreakout Presentation

close The DNA of Middle Market Growth

Financial Management & StrategyNational Center for the Middle Market - Executive Director

What really drives growth for midsized companies? Analysis of data from 20,000 companies reveals the 7 drivers companies control, how they interrelate, and what leaders can do to strengthen their company’s growth capability.

Key Takeaways:

  • A statistically rigorous, practical growth model
  • Three styles of growth–and how to learn which is yours
  • How the drivers of growth connect with each others–and where they don’t
  • The CFO’s role in making growth happen

Speaker

Tom Stewart
Executive DirectorNational Center for the Middle Market
MondayBreakout Presentation

close Strategic M&A: Judo for the Mid-Market

Financial Management & StrategyTA Group Holdings LLC - Chief Financial Officer

With a deep background in M&A, Casey Stenzel guides you through the transition to M&A for the small and mid-sized CFO, including tips, tricks and proven strategies for success. Learn how to identify value drivers and value destroyers, and how to prepare to buy – or sell – a business.

Key Takeaways:

  • The key differences to deal-making in big versus small businesses
  • Proven strategies for successful acquisitions – both buy-side and sell-side
  • Learning clear business value creators and destroyers
  • Real business case – how a successful business cratered

Speaker

Casey Stenzel
Chief Financial OfficerTA Group Holdings LLC
MondayBreakout Presentation

close Finance Excellence through Innovation Velocity

Financial Leadership & Innovation AMSOIL - Chief Financial Officer

CFOs find compelling need for innovation driven by highly agile and dynamic business environment requiring constantly accelerating response time while facing new silos and rigidity driven by greater centralization and increased risk. This presentation will cover step by step guide to innovation supported by real life case study.

Key Takeaways:

  • Highly agile and dynamic economic environment with constantly accelerating response time
  • Finance and business in general are facing new silos driven by greater centralization due to productivity driven tech revolution
  • Compelling need for innovation and agility: innovation as a skill, a habit, a culture, a contagion
  • Process of innovation – how to plan and create innovation culture; Case Study

Speaker

Bhadresh Sutaria
Chief Financial OfficerAMSOIL
Monday Breakout Presentation

close Thinking Outside the Box for Value-Creation

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

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

Key Takeaways:

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

Speaker

Ronald Izewski
Senior Vice President & Chief Financial OfficerJust Born
MondayBreakout Presentation

close Leadership Strategies for Enhanced Capital Returns

Financial Leadership & Innovation Harley Marine Services Inc. - CFO

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

Key Takeaways:

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

Speaker

Sterling Adlakha
CFOHarley Marine Services Inc.
MondayNetworking

Industry Dinner

TuesdayNetworking

Breakfast Buffet

TuesdayKeynote

close Finance Role: Catalyst for Business Performance

Financial Management & StrategyToyota Financial Services - Corporate Finance Executive

In this keynote session, Amit will discuss how CFO’s can champion a performance-based culture and the importance of leadership and analytics in enabling effective decisions and business results.

Key Takeaways:

  • CFO Role in Driving Enterprise Performance
  • Developing a Perform Based Culture
  • Importance of Leadership and Analytics
  • Driving Effective Decision and Business Results

Speaker

Amit Shroff
Corporate Finance ExecutiveToyota Financial Services
TuesdayBreakout Presentation

close Changing the Conversation from Risk Management to Value Management

Governance, Risk Management and ComplianceFormer Chief Financial Officer/Chief Acquisition Officer of U.S. Department of Education - Chief Financial Officer

Risk management should never be considered an end objective, but rather one of several considerations in the delivery of stakeholder value. This presentation describe how risk management can be balanced with objective setting and resource allocation to generate maximum stakeholder value in achieving strategic objectives.

Key Takeaways:

  • Risk considerations must be balanced with those of resource allocation and objective setting to maximize stakeholder value.
  • Risk management must be aligned with strategy setting and the cascading of subordinate goals and objectives.
  • Objectives must cascade down from the top of the organization, making risk management at all levels of the organization critical.
  • Considerations of compliance risk and strategic risk must be balanced in a meaningful manner to maximizes long-term stakeholder value.

Speaker

Douglas Webster
Chief Financial OfficerFormer Chief Financial Officer/Chief Acquisition Officer of U.S. Department of Education
TuesdayBreakout Presentation

close Intelligent Automation & CFO

Financial Leadership & Innovation A+E Networks - Senior Director, Corporate Solutions

Good understanding of Robotic Process Automation, Machine Learning, and Artificial Intelligence will be critical for Intelligent Automation. This session will cover What Intelligent Automation is, why benefit from IA and how to set up organization to be ready for IA.

Key Takeaways:

  • Understanding of Intelligent Automation and how it’s relevant to CFO organization
  • Understanding of “Anatomy of a Task” from Data to Outcome to explain how Human, AI and RPA fit together to run business processes
  • How to enable Intelligent Automation using 4 Disciplines of Strategy

Speaker

MK Aydin
Senior Director, Corporate SolutionsA+E Networks
TuesdayBreakout Presentation

close Blue Ocean ERM: Emerging Risks for the Finance Function of the Future

Governance, Risk Management and ComplianceJPS Health Network - SVP, ERM and Compliance

This session will address the emerging risk trends that are most impactful for finance executives going forward. Each risk trend will be evaluated based on the downside significance and upside “Blue Ocean” strategic opportunities for those organizations with effective risk management practices.

Key Takeaways:

  • Understanding of the key risk trends most relevant to finance executives
  • Practical recommendations for effectively addressing each risk trend
  • Regulatory compliance perspective of each risk trend
  • Insights for using risk management as a competitive advantage

Speaker

Ron Skillens
SVP, ERM and ComplianceJPS Health Network

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

Scott Brickner Chief Financial Officer
San Diego County Airport Authority
Helen Kipplen Chief Financial Officer
Detroit Housing Commission
Sterling Adlakha Chief Financial Officer
Harley Marine Services
Kenneth Devries Chief Accounting Officer
HUB International, Ltd.
Mark Pritchard Chief Financial Officer
Data-Mail Inc
Adanma Akujieze VP Finance
Larson Design Group
Christian Geismann Chief Financial Officer
Schuchart
Emma Hershey VP Finance
Clearbrook
Javed Akbar Chief Audit & Risk Officer
Rafal Real Estate Development Company
Douglas Potvin Chief Financial Officer
Trinity Logistics, Inc.
Mark Miller Chief Financial Officer & Partner
Glazing Saddles
Michael Hamill Chief Financial Officer
Intelligent Optical Systems Inc.
Dave Sackett Senior Director of Finance & Administration
ULVAC Technologies Inc.
Glenn Gruber Chief Financial Officer
Kingsley House, Inc.
Matt Kelso SVP Finance
HealthSmart
Tarun Chopra Chief Financial Officer
Clements Worldwide
Tiffany Gomez Chief Financial Officer
Babcock Laboratories Inc
Craig Hall Chief Financial Officer
Massachusetts Developmental Disabilities Council
Pamela Henderson Chief Financial Officer
65 Max
Aaron Badavinac Chief Financial Officer, Associate Principal
Towill Inc

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

Exhibitors

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

Exhibitor Testimonials

Exhibitor List

About CONNECT CFO

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

Bellagio Hotel

Inspired by the villages of Europe, AAA Five Diamond Bellagio overlooks a Mediterranean-blue lake with fountains performing a magnificent ballet. Escape into an otherworldly plane of dance, music and acrobatics with “O” by Cirque du Soleil — aquatic theater in our Parisian-style opera house.

The hotel rooms and suites at the Bellagio offer the perfect blend of beauty and elegance. Our rooms will elevate your stay, whether you're traveling for business, celebrating a honeymoon, or just looking for a remarkable getaway. With views of the Las Vegas valley or the iconic Bellagio fountains right from your suite, your stay will be nothing short of unforgettable.
We’ll book your accommodations, cover your first night’s stay and offer a discounted rate thereafter. To make your reservations please contact:
The nearest airport is McCarran Airport located about 2 miles away. This hotel does not operate a shuttle, taxi or ride share is recommended.
Bellagio Hotel
3600 S Las Vegas Blvd
Las Vegas, NV 89109
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