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

  • Innovation
  • Opportunities & Threats in an Evolving World
  • Transformational M&A
  • Talent Development
  • Harnessing Technology
  • Cost Management
  • Economy and Markets
  • Sustainable Leadership
  • Enterprise Risk Management
  • Mergers & Acquisitions
  • Organizational Leadership and Strategy

 

Past Notable Programs

Innovation

December 1, 2016

Panel:
Dallas Clement, EVP & CFO - Cox Enterprises
Harald Henn, Vice President + CFO Mercedes-Benz USA

Moderator:
Thomas Elsenbrook, Managing Director, Lead of Corporate Performance Division - Alvarez & Marsal

Opportunities & Threats in an Evolving World

June 24, 2016

Panel:
Cathy Smith, EVP & CFO - Target
Susan Mauldin, Chief Security Officer - Equifax
Peter Swire, Senior Counsel - Privacy & Security - Alston & Bird

Moderator:
Jim Harvey, Partner, Technology & Privacy - Alston & Bird

Transformational M&A

February 17, 2016

Panel:
Ward Dickson, EVP&C for WestRock
Scott Hill, CFO - International Exchange
Stephen Smith, SVP+CFO, Veritiv

Moderator:
David Dandson, Managing Director - Aecenture Strategy, CFO & Enterprise Value Lead

The Agile CFO

June 4, 2015

Panel:
Lorna Street, CFO - Kids II
Jim Morgan, CFO - Cardlytics

Moderator:
Amanda Setili, Founder and Managing Partner - Setili & Associates

The CFO as the Architect of Business Value

March 31, 2015

Panel:
Sunil Ghatenkar, CFO - Coca-Cola Refreshments & Bottling Investment Group
Aleem Gillani, CFO - SunTrust
Robert T. O’Shaughnessy, EVP & CFO - PulteGroup

Moderator:
David Davidson, Managing Director - Accenture Strategy, CFO & Enterprise Value Lead

The First 90 Days

December 10, 2014

Panel:
Cameron Bready, EVP & CFO - Global Payments
John Gamble, Corporate VP & CFO - Equifax
Evan Levitt, SVP & CFO - HD Supply
David Perlman, Executive Director & CFO - Dell SecureWorks

Moderator:
John Schraudenbach, Managing Partner, Accounts - Southeast Region - Ernst & Young

CFO Harnessing the Power of Technology to Execute Business Strategy

June 18, 2014

Panelists:
Dennis Story, EVP & CFO - Manhattan Associates
Greg Thompson, CFO - Axiall Corporation
Vish Narendra, CIO, Demand Mgt, Power Generation - GE Power & Water
David Wade, EVP & CIO - Primerica, Inc.

Moderator:
Joseph Berardino, Managing Director, East Region - Alvarez & Marsal

Date:
June 2017
Time:
7:30 – 9:00 a.m.

Closed session, invitation only.

Success in a 2% Economy

Panelists

In Progress

Moderator

In Progress

 

 

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.

Paul Jacobson (Chairman)
EVP & CFO
Delta Air Lines

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

James Barge
CFO
Lionsgate

Cameron Bready
EVP & CFO
Global Payments

Ward Dickson
EVP & CFO
WestRock

Ron Domanico
CFO
Brinks

Kevin Dotts
CFO
Internap Network Services

Bill Douglas
Former EVP, Supply Chain
Coca-Cola Enterprises

Bob Fishman
SVP, CFO & CAO
NCR

John Gamble
Corporate VP & CFO
Equifax

Aleem Gillani
CFO
SunTrust Banks

Harald Henn
VP & CFO
Mercedes-Benz North America

Robert Herz
Former Chairman
Financial Accounting Standards Board

Scott Hill
CFO
Intercontinental Exchange Inc.

Dan Janki
SVP & Treasurer
GE & GE Capital

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

Kurt Kuehn
CFO-Retired
UPS

Bob O’Shaughnessy
EVP & CFO
PulteGroup

Dominique Petitgenet
EVP & CFO
Immucor, Inc.

Steve Pierson
Sr. Managing Director & CAE
Voya Financial

David Pipes
CFO
Arby’s

David Potts
EVP & CFO
ARRIS

Alison Rand
CFO
Primerica

Beth Reese
EVP & CFO
Southern Company Gas

Stephen Smith
SVP & CFO
Veritiv

Loren M. Starr
Sr. Managing Director & CFO
Invesco

Michael Wasserfuhr
CFO
Vesta

Richard Westenberger
EVP & CFO
Carter’s Inc.

 

The CFO Roundtable Annual 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 guest.

Wednesday, October 26, 2016

Presented to more than 240 financial executives. Setting New Standards in Leadership focused on developing talent and taking risks with respect to new opportunities.

Jeffrey S. Bornstein SVP & CFO,
GE Company - keynote Speaker

Ward Dickson, CFO – Westrock, named CFO of the Year

Thursday, October 29, 2015

The event gave 250 attendees the opportunity to gain insight to Walmart's success and vision for the future

Charles M. Holley - EVP & CFO, Walmart, Keynote Speaker

Paul Jacobson - CFO, Delta Air Lines named CFO of the Year

Thursday , October 30, 2014

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

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

 

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
Managing Principal
Cushman & Wakefield of Georgia, Inc.
404-853-5291
john.oneill@cushwake.com

Addison Meriwether
Executive Director
Cushman & Wakefield of Georgia, Inc.
404-853-5271
addison.meriwether@cushwake.com

Marybeth Wade
CFO Roundtable Coordinator
Cushman & Wakefield of Georgia, Inc.
404-853-5307
marybeth.wade@cushwake.com

Gary W. Sergent
Director for Finance & Administration
Office of Executive Programs
Terry College of Business
The University of Georgia
706-542-7937
gsergent@uga.edu

 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, CFO, Brinks

end quote
  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
CFO
Vesta

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