Connect CFO 1
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.


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

30+ CFOs share strategic endeavors and skillful insights as they make way in today’s financial landscape.

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Alex Rozenblat

Vice President, Finance

20th Century Fox Television

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Azra Jabeen

Group CFO


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Eric Shi

Director, SOX Compliance

Brink's Company

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Raj Shahi

Director of Finance Transformation

Cisco Systems

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Bhadresh Sutaria

Chief Financial Officer


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J.J. McClelland

Area Director of Finance

Classic Hotels and Resorts

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David Sackett

Chief Financial Officer

ULVAC Technologies, Inc

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Steve McAdams

Vice President, Treasurer

RMF Engineering

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Bob Saiz

Chief Financial Officer

SupplyCore Inc

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Dr. Hope Waobikeze


City of Houston

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Lyle Wells

Sr. VP Consulting


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Markus Baggio

Principal Global Presales Engineer


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Alex Bean

Chief Business Officer


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Shawn Windle

Founder and Managing Principal

ERP Advisors Group

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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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Brian Erwin

Regional Vice President

Capital One

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Sachin Bhagwata

Regional Director


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Darrell Cox


Vena Solutions

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Kerman Lau

VP, Finance

Adaptive Insights, a Workday company

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Craig Guarente


Palisade Compliance

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Richard Williams

Former Global CIO

Celgene & AstraZeneca PLC

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Mitch Feldman

Managing Director of Research & Development

Corporate Tax Incentives

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Stephanie Banuelos

Director of Credits & Incentives

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 complete 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 Keys to a Successful Integration Before & After an Acquisition

Forward-Thinking Financial Leadership20th Century Fox Television - Vice President, Finance

If you are considering acquiring an external or internal organization, or your organization is about to be acquired, then you will undoubtedly undergo integration efforts. By making informed decisions prior to the commencement of integration, you will not only preserve the value of the acquisition, but also ensure the success of the combined organization. Please join us for “Keys to Successful Integration”.

Key Takeaways:

  • Be proactive in a way that is both meaningful and non disruptive. We will also discuss the unintended consequences of being reactive, instead of proactive
  • Deliver value, quality results, and information during tumultuous times
  • Achieve synergy by identifying and implementing best practices of both organizations


Alex Rozenblat
Vice President, Finance20th Century Fox Television
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 Women Leadership - Diversity as a Strategic Advantage

Forward-Thinking Financial LeadershipFortive - Group CFO

In a world defined by change, disruption and complexity – diversity offers a strategic advantage especially at the leadership level. Diverse experiences, perspectives are indispensable to the challenges we face today. Do we have enough diversity today in the Finance world? If not what is the root cause? What steps can we take as individuals, companies and society to empower and elevate women?

Key Takeaways:

  • Why is gender equality important?
  • Why are women underrepresented in leadership positions?
  • Is it glass ceiling or is it self imposed?
  • Concrete steps we can take as individuals, companies and society


Azra Jabeen
Group CFOFortive


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 Diversity – Key Element in Today’s Workforce

Forward-Thinking Financial LeadershipCity of Houston - CFO

Diversity is a key element in the workforce, especially in progressive entities with national and global presence. The workplace, workforce, and customers are constantly changing; diversity is important for balancing productivity. Communities, businesses, and companies are also changing; therefore, embracing diversity will foster inclusiveness for success, profitability, and competitiveness.

Key Takeaways:

  • Balancing Global Challenges and Barriers
  • Creating Space for Job Satisfaction
  • Increased Influence and Comprehensive Presence
  • Creating Space for Job Satisfaction


Dr. Hope Waobikeze
CFOCity of Houston
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 21st Century CFO

Forward-Thinking Financial LeadershipAMSOIL - Chief Financial Officer

As the world enters the third decade of 21st Century, we are experiencing an accelerated rate of change in the business environment, technology, climate, global commerce, workforce, and growth patterns. This requires new strategies, talent, investments, and action plans for CFOs to deliver business performance while being effective stewards.

Key Takeaways:

  • Changing Business and Technology Environment
  • Millennial World
  • Emerging Risks
  • CFO Action Plans


Bhadresh Sutaria
Chief Financial OfficerAMSOIL

Industry Dinner


Breakfast Buffet

TuesdayBreakout Presentation

close Case Study of Training Non-Financial Leaders for Financial Management in a Professional Services Firm

Forward-Thinking Financial LeadershipRMF Engineering - Vice President, Treasurer

Our Consulting firm instituted a Leadership Development Program in 2012 to help our talented technical leaders develop skills in financial management, human resources and business development with the intent of accelerating the growth of the firm. The program was customized to today’s millennial workforce and industry challenges. Since the implementation our firm has increased annual growth from 6% to 12%.

Key Takeaways:

  • Accelerate growth through training your technical staff in financial management and leadership
  • Develop and implement growth strategies as a component of the training process
  • Leverage your training to enhance corporate cultural, collaboration and motivation
  • Stay current with training approaches as the workforce shifts to the millennial generation


Steve McAdams
Vice President, TreasurerRMF Engineering
TuesdayBreakout Presentation

close CFOs: Planning for What’s Next

Leading Financial StrategyAdaptive Insights, a Workday company - VP, Finance

In today’s business climate, agility is everything. Companies that can respond to change in real time win big and have a true competitive advantage. And finance holds the key to business agility with modern planning processes that speed better decision making. Using a combination of scenario planning and insights from combining operational and performance data into a single source, leading CFOs are able to explore options, visualize the impact of their decisions, and optimize performance, regardless of what the future may hold. This session will highlight the critical changes that CFOs and finance leaders must make to deliver the business agility today’s organization’s need–or risk being left behind.

Key Takeaways:

  • How to create a culture of agility within your finance team
  • Transform your FP&A process to a continuous planning process that drives real-time business insights, so you can successfully plan for what’s next
  • Elevate the role of “what if” scenarios to both make and operationalize decisions faster, translating into a significant competitive advantage


Kerman Lau
VP, FinanceAdaptive Insights, a Workday company
TuesdayBreakout Presentation

close Agile Integrated Planning...For Today and Tomorrow

Forward-Thinking Financial LeadershipVena Solutions - CFO

Recent market conditions have placed unprecedented planning demands on the strategic finance function. Vena CFO, Darrell Cox, draws on two decades of experience tearing down data silos and championing integrated business planning to share how agile processes and technology can help you plan confidently and cross-functionally for today and tomorrow.

Key Takeaways:

  • How to instill a continuous improvement finance culture in the face of any business scenario
  • Recognizing and learning from the feedback loops in your budgeting and forecasting processes
  • How and when to engage business managers in integrated agile planning for faster, more informed and data-driven decisions
  • Understanding the role of scenario modeling as an ongoing best practice, for agile planning in the face of uncertainty


Darrell Cox
CFOVena 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

Wes SaberEVP & CFO
Haribo of America
Ronald HohauserCFO
Legendary Entertainment
J.J. McClellandArea Director of Finance
Classic Hotels and Resorts
Stephen VoorheesCFO
Big G Express
Bob SaizCFO
Hiba YazbeckHead of Finance & Accounting

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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Laura Dion

Attendee Relations Director
(424) 363-9967
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Britt Erler

Group Content Director
(424) 389-3287
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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 provide a free shuttle and taxis or ride share is recommended.
Bellagio Hotel
3600 S Las Vegas Blvd
Las Vegas, NV 89109

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.