CFO Roundtable


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Exchange best practices and build meaningful relationships

The CFO Roundtable is the preeminent forum for CFOs and senior finance executives to exchange best practices and can be invaluable for developing strategies for financial planning. 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 University of Georgia, 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

    CFO's Role in Transformation

    December 13th, 2018

    Panel:
    John Gamble, Chief Financial Officer, Equifax
    Julia Houston, Chief Transformation Officer, Equifax
    Richard Peretz, Chief Financial Officer, UPS
    Scott Price, Chief Transformation Officer, UPS

    Moderator:
    David Davidson, Managing Director, Accenture


    CFO's Role in Crisis Management

    June 22, 2018

    Panel:
    Carol Tomé, CFO & EVP - Corporate Services, The Home Depot
    Winnie Lerner, Managing Partner- Finsbury
    Cari Dawson, Partner- Alston & Bird

    Moderator:
    Robert Long, Partner- Alston & Bird.


    Demystifying Robotics

    March 30, 2018

    Panel:
    Andrew Beck, Senior Vice President, Chief Financial Officer, AGCO
    Aleem Gillani, Chief Financial Officer, SunTrust Banks
    Tara Radford, Vice President of Finance, CFO Software at NCR Corporation

    Moderator:
    Scott Geddes, Executive Director, EY


    Partnering with HR to Advanced CFO Effectiveness

    December 7, 2017

    Panel:
    Peter Mondani, Vice President of Human Resources (retired), General Electric
    Denise Dettingmeijer, Chief Financial Officer, Randstad North America
    Paul Jacobson, EVP & Chief Financial Officer, Delta Air Lines

    Moderator:
    Traci McCready, Managing Director, Alvarez & Marsal


    Digital Finance

    June 13, 2017

    Panel:
    Devinder Ahuja, Senior Vice President and Chief Financial Officer – Novelis
    Trevor Lang, Executive Vice President and Chief Financial Officer - Floor & Décor

    Moderator:
    David Davidson, Managing Director – Accenture


    Success in a Slow Growth Economy

    March 14, 2017

    Panel:
    Carol Yancey, EVP & CFO, Genuine Parts Company
    Ron Domanico, EVP & CFO, Brinks
    Richard McPharil, SVP-Finance, The Home Depot

    Moderator:
    John Schraudenbach, Managing Partner, EY


    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 - Accenture 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, Senior 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

    Panel:
    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

  • Advisory Board

    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

    Devinder Ahuja
    SVP & CFO
    Novelis

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

    Cameron Bready
    Senior EVP & CFO
    Global Payments

    Denise Dettingmeijer
    CFO
    Ranstad North America

    Ward Dickson
    EVP & CFO
    WestRock

    Ron Domanico
    CFO
    Brinks

    Kevin Dotts
    CFO
    Logisticare

    Bob Fishman
    CFO - Retired
    NCR

    John Gamble
    Corporate VP & CFO
    Equifax

    Aleem Gillani
    CFO - Retired
    SunTrust Banks

    Robert Herz
    Former Chairman
    Financial Accounting Standards Board

    Scott Hill
    CFO
    Intercontinental Exchange

    Dan Janki
    SVP & Treasurer
    GE & GE Capital

    Kurt Kuehn
    CFO-Retired
    UPS

    Trevor Lang
    EVP & CFO
    Floor and Decor

    Bob O’Shaughnessy
    EVP & CFO
    PulteGroup

    Dominique Petitgenet
    EVP & CFO
    Immucor

    Steve Pierson
    Former Sr. Managing Director & CAE
    Voya Financial

    David Pipes
    CFO
    Inspire Brands

    David Potts
    EVP & CFO
    ARRIS

    Alison Rand
    CFO
    Primerica

    Beth Reese
    EVP SCS Shared Services
    Southern Company Gas

    Stephen Smith
    SVP & CFO
    Veritiv

    Loren M. Starr
    Sr. Managing Director & CFO
    Invesco

    Lorna Street
    CFO
    Kids II

    Michael Wasserfuhr
    Former CFO
    Vesta

    Richard Westenberger
    EVP & CFO
    Carter’s



  • Annual Dinner

    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.


    October 25, 2018

    The evening introduced 229 attendees the opportunity to learn from Walmart’s new CFO.

    Brett Biggs, Executive Vice President and Chief Financial Officer, Walmart, Keynote Speaker

    Alison Rand, CFO, Primerica, named CFO of the Year


    Tuesday, November 7, 2017

    Presented to over 230 senior financial executives. Leadership in Corporate America emphasized the importance of winning as a team and building talent through an optimistic culture at Nike.

    Andrew Campion EVP & CFO,
    Nike Inc.

    Paul Todd, Senior Executive Vice President & Chief Financial Officer, TSYS, named CFO of the Year


    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

  • Women's Initiative

    Networking Event for Women in Finance

    The CFO Roundtable Women’s Initiative was launched in 2018 with the following mission – “To foster meaningful connections and provide valuable content to Atlanta’s senior female financial executives.” As the program continues to grow, we are focusing in 2019 on content and programming around leadership skills and ways in which women can impact their organizations. In addition to our women’s programs, we strive to increase awareness of the CFO Roundtable Quarterly programs and increase the attendance of the women members.


    Action Steps that Create Meaningful Change in our Organization

    March 21, 2019 7:30am-9:00am

    Led By:
    Elba Pareja-Gallagher
    , finance leader at UPS and founder of the non-profit ShowMe50.org


    How Do We Move The Needle - Session II

    December 7, 2018  7:30am-9:00am

    Interactive Discussion on Advancing Women

    Closed session, invitation only

    Led By:
    Shannon Hassler, Principal, Advancing Women, Korn Ferry

  • Community Outreach
     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.
  • Contact Us

    John O’Neill
    Regional 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-Conferences, Symposiums, Finance & Administration
    Office of Executive Programs
    Terry College of Business
    University of Georgia
    404-467-5130
    gsergent@uga.edu

    Roxanna Gandia
    Program Manager 
    Office of Executive Programs
    Terry College of Business
    University of Georgia
    404-842-4843
    rmgandia@uga.edu