Tap the Best Minds and Ideas for an Entire Year.
✔ High-Caliber Monthly Speakers
✔ Gain a Powerful Network of Top Executives.
✔ Stay Ahead of the Curve (Book of The Month, Article Spotlights, Meeting Summaries, etc...)
A. GREAT UPCOMING SPEAKERS (watch both Live by Web and On-Demand).
All webconferences begin at 2 pm ET unless noted and are also both recorded and summarized for later viewing.
• 2022: 7/21, 8/18, 9/15, 10/20, 11/17, 12/22.
• 2023: 1/19, 2/16, 3/16, 4/20, 5/18, 6/15, 7/20, 8/17, 9/21, 10/19, 11/16, 12/14.
August 18, 2022 Elizabeth Dreyer Senior Financial Advisor Morgan Stanley
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August 18, 2022 Scott Hamilton Chief Accounting Officer iHeart Radio
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September 15, 2022 Mihir Jobalia Managing Director, Corporate Finance KPMG
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October 20, 2022 Hunter Wohlbach Senior VP, Wealth Management UBS.
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October 20, 2022 JD Morhevko VP, Quality Division. ZF Group
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November 17, 2022 Sankar Krishnan Executive VP Capital Markets and Banking Capgemini
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B. Member Benefits.
Our most popular member benefits include a book summary of the month to grow your company, key articles and ideas each month, watch recent speakers, network with other members, get intros, set up times to meet up with key members, and more for 12 months.
C. Gain a Powerful Network.
The network of high level CFO and upper finance leadership members is powerful. You will be in a exclusive group of movers and shakers with their expertise on display. It is a delightful group full of ideas and experience who are interested in seeing that you succeed.
D. Exclusive On-Demand Access to the World's Top Finance Leaders.
Log in to your member portal to find key presentations on demand. Choose when you want to listen to the topic of your choice. Gain knowledge from leading executives sharing thier wisdom and advice about your industry.
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NASDAQ OMX Group, Frank Hatheway, Chief Economist and Senior Vice President.
Presenting: "State of the Economy & the IPO Market."
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Toyota, Chris Ballinger, Sr.V.P. & CFO.
Presenting: "Using Data Analytics to Drive Performance."
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Office Depot, Terry Nichols, Vice President, Global Loss Prevention/Safety.
Presenting: "Predictive Modeling to Reduce Risk."
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Shell, George Connell, VP Strategy and Finance Operations.
Presenting: "Finance Transformation Case Study."
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Microsoft, Marilee Byers, Director, Financial Compliance Group.
Presenting: "Controls Monitoring."
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MillerCoors, Tim Wolf, Chief Financial and Integration Officer.
Presenting: "The CFO as the Chief Dealmaker."
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FASB, Edward Trott, Chairman.
Presenting: "Discussion of the FASB's Agenda."
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Banner Health, Jeff Buehrle, VP and CFO East Region.
Presenting: "How Strategic Alignment Drives Operational Performance."
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Vonage Corporation, Barry Rowan, CFO and Chief Administrative Officer.
Presenting: "A Search for Meaning in our Work."
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Polycom, Don Floyd, Chief Audit Executive and Compliance Officer.
Presenting: "Enterprise Risk Management: An Implementation Case Study."
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Bank of America, Jim McComb, Senior Vice President, Finance.
Presenting: "Effective Financial Forecasting Techniques."
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Pearson, Bhadresh Sutaria, CFO and Sr. Vice President, Assessment & Information Group.
Presenting: "Business Performance Management."
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AOL, Arthur Minson, EVP, Chief Financial and Administrative Officer.
Presenting: "Executing a Turnaround."
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Arrow Electronics, Paul Reilly, Executive Vice President, Finance and Operations & CFO.
Presenting: "Investor Relations Overview."
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Winnebago Industries, Sarah Nielsen, Vice President - Chief Financial Officer.
Presenting: "External Financial Reporting: Process Improvement Success Story."
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Barron's, Jim McTague, Washington Editor.
Presenting: "Business Tax Policy and Regulations."
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Plantronics, Barbara Scherer, Senior Vice President & CFO.
Presenting: "Understand the Business Drivers for UC."
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First Data Corporation, Nigel Andre, VP of Finance.
Presenting: "The Future of Money."
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Walgreen's, Wade Miquelon, CFO.
Presenting: "Thoughts for Surviving, Thriving, and Transforming in Tough Economic Times."
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Citibank, Scot Parnell, CFO, Student Loan Corporation.
Presenting: "Leading Through Challenge-What To Do When Everything You Know Changes."
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Ernst & Young, Robert Baldoni, Treasury Services Leader.
Presenting: "Foreign Exchange Risk Management: An Integrated Business Approach."
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Deluxe Corporation, Jeff Johnson, Treasurer & Vice President, Investor Relations.
Presenting: "Credit Facility Financing: A View From The Trenches."
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Cardinal Health, Jeff Henderson, CFO.
Presenting: "Thriving in a Volatile Market Period."
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Pearson, Bhadresh Sutaria, CFO and Sr. Vice President, Assessment & Information Group.
Presenting: "Business Performance Management."
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UNUM, Tyler Siira, Director, Corporate Treasury.
Presenting: "Sidecar Leadership: Grooming Your #2 (and Beyond)."
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KPMG, Ralph Canter, CFO.
Presenting: "The Reinvention of Finance."
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NASDAQ OMX Group, Frank Hatheway, Chief Economist and Senior Vice President.
Presenting: "State of the U.S. Economy & the IPO Market."
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Acxiom Corporation, Brett Madison, Vice-President of Finance.
Presenting: "Financial Planning and Analysis Transformation."
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Morningstar, Heather Brilliant, global head of equity and corporate credit research.
Presenting: "Equity and Corporate Credit Research."
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First Choice Medical Supply, Stacey Holt, CFO.
Presenting: "Becoming a Customer-Centric Biller."
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Bank of America, Jim McComb, Senior Vice President, Finance.
Presenting: "Taming Wild Cards: The CFO's Secret to Planning for Certain Success in an Uncertain World."
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Rotary International, Lori Carlson, CFO.
Presenting: "A Roadmap to Financial Sustainability."
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Shell, George Connell, Vice President, Strategy and Migrations Finance Operations.
Presenting: "Transforming Finance for Enterprise Excellence."
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McGraw Hill Financial, Michelle Ferguson, Senior Vice President.
Presenting: "The Perfect Storm: Transformation, Outsourcing and an ERP Implementation."
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BorgWarner, Brian Maturi, Director of Risk Management.
Presenting: "Enterprise Risk Management at BorgWarner."
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Bank of America, Jim McComb, Senior Vice President, Finance.
Presenting: "Positioning Your Organization for Certain Success in an Uncertain Future."
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Pearson, Bhadresh Sutaria, Sr. VP - Finance.
Presenting: "Business Performance Management."
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US Foods, W. Shane Guilliams, VP, Vendor Finance.
Presenting: "Streamlining Shared Services in Accounts Payable."
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Waste Management, Cherie Rice, Vice President, Finance & Treasurer.
Presenting: "Commodity Risk Management."
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Lionsgate, Michael Hainkel, Executive Vice President, Tax.
Presenting: "Optimizing Your Effective Tax Rate."
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The Wendy's Company, Ed Martinez, VP - Shared Services.
Presenting: "Finance Transformation Driving Value Through Shared Services."
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GameStop, Rob Lloyd, Chief Financial Officer.
Presenting: "Transforming the Future: Re-Defining the Annual Planning Process."
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Halliburton, Millicent Chancellor, Vice President, Finance.
Presenting: "Transforming a Worldwide Finance Organization."
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Banner Health, Jeff Buehrle, CFO.
Presenting: "How Strategic Alignment Drives Operational Performance."
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Office Depot, Robert (Bob) Brewer, Senior Vice President & Chief Compliance Officer.
Presenting: "Predictive Modeling to Reduce Risk."
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BSR, Scott Travasos, CAO.
Presenting: "Finance in the Cloud and Social Communication."
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Winnebago Industries, Sarah Nielsen, Vice President - Chief Financial Officer.
Presenting: "External Financial Reporting: Process Improvement Success Story."
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Lehman Brothers, Robert Willens, Managing Director.
Presenting: "Accounting for Uncertainty in Income Taxes - a discussion of FIN 48 plus Recent Acquisition and Spinoff Tax Strategies."
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Oracle, Folia Grace, VP, ERP and BI Applications.
Presenting: "Advances in Financial Technology and Applications-Trends and Practical Uses."
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Gartner, Christopher Lafond, EVP and CFO.
Presenting: "High Performance Finance."
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NASDAQ, Bill Shaw, Managing Director.
Presenting: "NASDAQ - Overview of the International Markets - Trends and Where We Are Headed."
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FASB, Edward Trott, Chairman.
Presenting: "Discussion of the FASB's Agenda."
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iRobot, Geoffrey Clear, Senior Vice President and CFO.
Presenting: "Six Things You Always Wanted to Know About IPOs."
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EDS, Al Decker, Executive Director Enterprise Risk Management.
Presenting: "Operationalizing ERM."
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Roadway, CFO & Sr. VP Finance and Administration, Bhadresh Sutaria.
Presenting: "Finance Transformation."
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Cisco, David Holland, VP.
Presenting: "Building a Linear Business."
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SAS, David Davis, VP and Chief Accounting Officer.
Presenting: "IT & the Future of Financial Reporting."
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Dell, Al Boddorf, Senior Mgr, Global Financial Services, Fraud Operations.
Presenting: "An Outlook on Globalization and Fraud."
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Ernst & Young, Robert Baldoni, Partner, Global Treasury Advisory Group.
Presenting: "Better Cash Flow Forecasting."
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Gartner, Annemarie Earley, Managing VP, Gartner Research Vertical Team.
Presenting: "Keep it Simple: Payment Convergence."
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Idea, Henry Camp, CFO.
Presenting: "How to Beat the Cash Crunch Now."
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NASDAQ, Bill Shaw, Managing Director.
Presenting: "International Trends for Exchanges, Listed and Private Companies."
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Alcoa, Bill O'Rourke, CAO.
Presenting: "Experience in Focusing on GASE Expenditures."
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LexisNexis, Michael Frankel, Senior Vice President Finance and M&A.
Presenting: "Balancing P&L Verses Balance Sheet in Choosing Acquisition vs. Building."