CFO Roundtable

The CFO Roundtable is the preeminent forum for CFOs and senior finance executives to exchange best practices. Quarterly events are designed by and for CFOs and senior finance executives on topics relevant to the finance community. Alongside Terry College of Business, Office of Executive Programs, the invitation-only program facilitates peer-to-peer discussions that deliver practical value.

The interactive format engages attendees and provides new ideas to drive business performance. In addition, the program builds meaningful relationships within the community and participating sponsors. Created by Cushman & Wakefield (2005), in partnership with The University of Georgia’s Terry College of Business, the initiative has been a success across North America.


Previous Program Topics

  • Talent Development
  • Harnessing Technology
  • Cost Management
  • Economy and Markets
  • Sustainable Leadership
  • Enterprise Risk Management
  • Mergers & Acquisitions
  • Organizational Leadership and Strategy


Past Notable Programs

The Fiscal Policy Impact of a New Administration

October 14, 2008

Senator Tom Daschle
Former United States Senate Majority Leader, Special Policy Advisor, Alston & Bird LLP

Senator Bob Dole
Former United States Senate Majority Leader, Special Counsel, Alston & Bird LLP

The New Economy

March 13, 2009

Bryan Marsal
Chief Executive Offices
Lehman Brothers Holdings

Reinvention in Today’s Global Market

November 19, 2009

Ray G. Young
Executive Vice President & Chief Financial Officer
General Motors

Preparing for Success

November 3, 2010

William R. Johnson
Chairman, President and Chief Executive Officer
H.J. Heinz Company

June 4, 2015
7:30am - 9am

Closed session, invitation only.

The Agile CFO


Amanda Setili, Founder & Managing Partner – Setili & Associates

Author of The Agility Advantage: How to Identify and Act on Opportunities in a Fast-Changing World


Lorna Street, CFO – Kids II

Jim Morgan, CFO – Cardlytics



All markets hosting the program establish a local Advisory Board. By providing thought leadership and insight into issues facing finance executives, the Board’s involvement drives timely content and program excellence. We are honored by the participation and contributions of the esteemed Board members listed below.

Kurt Kuehn (Chaiman)

Ben Ayers
Dean & Earl Davis Chair in Taxation
UGA Terry College of Business

James Barge

Cameron Bready
Global Payments

Ward Dickson

Ron Domanico
Former SVP & CFO
HD Supply, Inc.

Kevin Dotts
Internap Network Services

Bill Douglas
Former CFO
Coca-Cola Enterprises

Steve Fisher

Bob Fishman
NCR Corporation

John Gamble
Corporate VP & CFO

Robert Gunkel
Former SVP & CFO,
The Americas InterContinental Hotels Group

Robert Herz
Former Chairman
Financial Accounting Standards Board

Scott Hill
Intercontinental Exchange Inc.

Paul Jacobson
Delta Air Lines

Dan Janki
SVP & Treasurer
GE & GE Capital

Ellen Jones
Sr. EVP & CFO of Business Operations
Regions Financial Corporation

John Kampfe
Former EVP & CFO
Turner Broadcasting System, Inc.

Peter Kuipers

Axel Meier
Siemens Industry, Inc.

Dominique Petitgenet

Steve Pierson
SVP, CAO & Controller
Voya Financial

David Potts

Alison Rand

Loren M. Starr
Sr. Managing Director & CFO

Michael Wasserfuhr

Richard Westenberger
Carter’s Inc.


The CFO Roundtable Year End Dinner and CFO of the Year Award gives us an opportunity to highlight the outstanding achievements of our local CFOs, as well as offer a candid discussion on topics that benefit, inform and entertain our guests.

Thursday, October 30, 2014
6:30PM - 9:00PM
St. Regis, Buckhead

The event gave 200 attendees the opportunity to gain insight to Johnson & Johnson’s success and vision for the future.

Dominic J. Caruso - VP Finance & CFO, Johnson & Johnson Keynote Speaker

Kurt Kuehn - CFO, UPS named CFO of the Year

Thursday, December 5, 2013
6:30PM - 9:00PM
St. Regis, Buckhead

The event gave 225 attendees the opportunity to gain valuable insight into Morgan Stanley’s impact on the financial recovery.

Ruth Porat - Executive Vice President & CFO, Morgan Stanley Keynote Speaker

David Potts - Executive Vice President & CFO, ARRIS Group, Inc. named CFO of the Year

Thursday, December 6, 2012
6:00PM - 8:45PM
St. Regis, Buckhead

The event gave 200 attendees candid information on the impact financial leadership has on a company’s success.

Frank Calderoni - Executive Vice President & CFO, Cicso Systems Keynote Speaker

Ron Domanico - Senior Vice President & CFO, HD Supply, Inc. named CFO of the Year


The CFO Roundtable has named the Georgia Council as their "Charity of Choice".

The Georgia Council on Economic Education helps teachers teach economics in creative and inspiring ways.

While Georgia teachers must be certified to teach economics, they face the highly challenging task of engaging today’s students in the complexities of the subject. We help teachers meet this challenge by:

  • conducting in-person teacher workshops (more than 100 each year)
  • delivering special programs like the Stock Market Game™
  • creating and disseminating innovative instructional materials

Thanks to the support of businesses, foundations and individuals, we typically provide our services and materials at no cost to the teacher or school. More than 15,000 Georgia teachers have benefited from GCEE’s programs in the last three years alone. The number of Georgia students who have become better educated in economics is in the hundreds of thousands.

The Georgia Council on Economic Education reaches all of Georgia, serving teachers and students in all 159 counties. The range of GCEE’s reach in Georgia includes:

  • 180 public school systems, independent schools and home schools;
  • Twelve Centers of Economics Education, each housed on the campus of a university or college;
  • Nearly 200 schools and school systems are designated EconomicsAmerica schools, integrating them into a network of institutions committed to advancing the teaching and learning of economics.

John O’Neill
Senior Managing Director – Market Leader
Cushman & Wakefield of Georgia, Inc.

Addison Meriwether
Senior Director
Cushman & Wakefield of Georgia, Inc.

Allegra Bel Embley
CFO Roundtable Coordinator
Cushman & Wakefield of Georgia, Inc.

Gary W. Sergent
Director for Finance & Administration
Office of Executive Programs
Terry College of Business
The University of Georgia

 The Roundtable has been a valuable experience for me
as it 1) combines thought and practice leadership from business and academia, 2) addresses the most relevant topics of the day, 3) provides a professional and efficient networking experience, and 4) the cost can’t be beat!

Ron Domanico, Former SVP and CFO, HD Supply, Inc

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  The CFO Roundtable provides
the participants with updates on relevant topics and the ability to network with peers. It creates an open and trustworthy atmosphere that encourages information exchange and learning from ‘best practice’. Panelists and participants are providing me and my organization with practical, useful and valuable information.

Michael Wasserfuhr

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