CFO Roundtable

Picture of a group of business professionals gathered around a conference table

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

    Preparing for a Reopening (Webinar)

    May 19th, 2020

    Bill Knightly, Chief Operating Officer, GOS, Cushman & Wakefield
    Marie Worsham, Managing Director, Cushman & Wakefield
    Brian Berthold, Sr. Managing Director, Cushman & Wakefield
    Karon Woodcock, Director, Cushman & Wakefield
    Nan Loudon, Managing Director, Cushman & Wakefield
    Nicole Goldsmith, Director, Cushman & Wakefield

    John O'Neill, President, SE and SC Region, Cushman & Wakefield

    Scaling for Growth

    December 6th, 2019

    Robin Boren, SVP of Finance & Treasurer, Southern Company
    David Pipes, CFO, Inspire Brands

    Cyndi Joiner, Managing Director, Corporate Performance Improvement East Region Leader, Alvarez & Marsal

    Dynamics of Running a High Performance Organization

    June 26th, 2019

    Derek Schiller, President & Chief Executive Officer, Atlanta Braves
    Alex Anthopoulos, Executive Vice President, General Manager, Atlanta Braves

    Jill Robinson, CFO, Atlanta Braves

    Leading Through Change

    March 27th, 2019

    A Conversation with Stacey Cunningham, President of the New York Stock Exchange

    CFO's Role in Transformation

    December 13th, 2018

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

    David Davidson, Managing Director, Accenture

    CFO's Role in Crisis Management

    June 22, 2018

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

    Robert Long, Partner- Alston & Bird.

    Demystifying Robotics

    March 30, 2018

    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

    Scott Geddes, Executive Director, EY

    Partnering with HR to Advanced CFO Effectiveness

    December 7, 2017

    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

    Traci McCready, Managing Director, Alvarez & Marsal

    Digital Finance

    June 13, 2017

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

    David Davidson, Managing Director – Accenture

    Success in a Slow Growth Economy

    March 14, 2017

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

    John Schraudenbach, Managing Partner, EY


    December 1, 2016

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

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

    Opportunities & Threats in an Evolving World

    June 24, 2016

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

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

    Transformational M&A

    February 17, 2016

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

    David Dandson, Managing Director - Accenture Strategy, CFO & Enterprise Value Lead

    The Agile CFO

    June 4, 2015

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

    Amanda Setili, Founder and Managing Partner - Setili & Associates

    The CFO as the Architect of Business Value

    March 31, 2015

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

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

    The First 90 Days

    December 10, 2014

    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

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

    CFO Harnessing the Power of Technology to Execute Business Strategy

    June 18, 2014

    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.

    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

    Dev Ahuja
    SVP & CFO

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

    Robin Boren
    SVP of Finance & Treasurer Southern Company

    Dallas Clement
    Executive Vice President & CFO
    Cox Enterprises

    Stacey Cunningham

    Denise Dettingmeijer
    Randstad North America

    Ward Dickson
    EVP & CFO

    Ron Domanico
    EVP & CFO 

    Kevin Dotts
    EVP & CFO 

    John Gamble
    Corporate VP & CFO

    Aleem Gillani
    SunTrust Banks

    Bruce Hausmann
    VP & CFO

    Robert Herz
    Former Chairman
    Financial Accounting Standards Board
    Scott Hill
    Intercontinental Exchange

    Dan Janki
    SVP & Treasurer 
    GE & GE Capital

    Kurt Kuehn
    Retired CFO-UPS
    Director, NCR

    Trevor Lang
    EVP & CFO
    Floor & Decor

    Susan O'Farrell
    SVP, CFO & Treasurer-Retired

    Bob O’Shaughnessy
    EVP & CFO

    Dominique Petitgenet
    EVP & CFO

    Richard Peretz

    David Pipes
    Inspire Brands

    Alison Rand

    Stephen Smith
    SVP & CFO

    Loren M. Starr
    Sr. Managing Director & CFO

    Lorna Street
    American Greetings

    Christian Struwe
    VP & CFO
    Mercedes-Benz USA

    Paul Todd
    SEVP & CFO
    Global Payments

    Richard Westenberger
    EVP & CFO

  • 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 guests.

    November 6, 2019

    More than 280 attendees learned new perspectives about Leadership in Corporate America from Nextdoor's Chief Executive Officer.

    Sara Friar, Chief Executive Officer, Nextdoor, Keynote Speaker

    Stacey Cunningham, President, NYSE, Moderator

    David Pipes, CFO, Inspire Brands, CFO of the Year

    Carol Tomé, Executive Vice President & CFO, The Home Depot (retired), Lifetime Achievement Award

    CFO Roundtable presented Carol Tomé with a Lifetime Achievement Award at the CFO Roundtable Annual Dinner to recognize her leadership across Atlanta and the financial community. The CFO of the Year Award recognized a senior finance leader in Atlanta for their outstanding leadership and contribution to the community and finance sector.

    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.

    The Balancing Act in Today's Crisis

    April 23, 2020 8:00am-9:00am via Zoom

    Led By:
    Stacey Brown Randall
    Take Control of Your Days During COVID-19

    Member Spotlight:
    Robin Boren, SVP of Finance and Treasurer, Southern Company

    Action Steps that Create Meaningful Change - Session ll

    June 13th, 2019 7:30am-9:00am

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

    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

    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
    President, Central Region
    Cushman & Wakefield of Georgia, Inc.

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

    Marybeth Wade
    CFO Roundtable Coordinator
    Cushman & Wakefield of Georgia, Inc.

    Gary W. Sergent
    Director-Conferences, Symposiums, Finance & Administration
    Office of Executive Programs
    Terry College of Business
    University of Georgia