PROGRAM DESCRIPTION
CFOs are facing unprecedented pressure to balance growth, profitability, and rising operating costs. Three of the largest investments impacting organizations today—healthcare, real estate, and talent—are undergoing significant transformation.
From escalating healthcare and pharmaceutical expenses to evolving workplace strategies and increasing compensation pressures, finance leaders must make thoughtful decisions about where to invest, where to optimize, and how to create long-term value.
Join a peer CFO roundtable discussion led by industry leaders to explore how finance leaders are approaching these critical cost drivers. Through shared experiences and candid conversation, participants will discuss strategies for managing rising expenses, evaluating trade-offs, leveraging data, and aligning spending decisions with broader business objectives.
This interactive discussion will provide practical insights into how CFOs are navigating today’s cost environment while supporting growth, attracting talent, and maintaining financial discipline.
KEY TAKEAWAYS
- Understand how CFOs are approaching three of the largest cost drivers impacting organizations today: healthcare, real estate, and compensation.
- Explore strategies for managing rising healthcare and pharmaceutical costs while maintaining competitive employee benefits.
- Discuss evolving commercial real estate decisions, including workplace strategy, footprint optimization, and cost management.
- Gain insights into compensation trends, talent investment decisions, and balancing retention with financial discipline.
- Share peer perspectives on prioritizing investments and making difficult trade-offs in a changing economic environment.
- Learn how CFOs are using data and strategic planning to optimize costs while supporting long-term growth.
SPEAKERS
Moderator: Marshall Meier | Senior Vice President | Bank of America Merrill Lynch
Marshall Meier is a Senior Vice President at Bank of America Merrill Lynch in the Nashville metropolitan area, where he has served since 2012. He brings more than three decades of finance experience, including over 25 years in capital markets and banking.
Earlier in his career, Marshall held leadership roles at SunTrust Bank and SunTrust Robinson Humphrey, and spent nearly seven years as a Vice President at Wachovia, with a focus on capital markets. He began his career as a Finance Manager at Coca-Cola Bottling Co. Consolidated, building a foundation in corporate finance before moving into banking.
Marshall holds a bachelor’s degree in Finance from the University of Nebraska-Lincoln and an MBA from the UNC Charlotte Belk College of Business. He is recognized by colleagues for his expertise in finance and capital markets.
Brandi Britton | Executive Director | Contract Finance & Accounting, Robert Half
Brandi Britton is executive director of the contract finance and accounting practice at Robert Half. Throughout her more than 20 years in the talent solutions industry, she has served as an authority on career and hiring trends at the national and regional levels. In her current role, Britton leads brand positioning and works with leadership teams across five continents to develop growth strategies and operating processes. She also serves on the UCLA Anderson Forecast Board of Advisors. Most recently, she served as district president for the greater Los Angeles area, overseeing 14 Robert Half locations.
Tracy Butler | CFO | Elevation Landscape Group
Tracy Butler is Chief Financial Officer of Elevation Landscape Group, a PE-backed nation-wide commercial construction and landscaping platform. She brings more than 25 years of experience as a finance and HR executive across multiple industries, including public infrastructure, manufacturing, industrial services and healthcare.
Prior to joining Elevation Landscape Group, Butler served as Chief Financial and Human Resources Officer of FusionSite, a PE-backed national logistics company. She was previously Global CFO and CHRO of ePac, a leading digital packaging manufacturing company, and CFO of Sound Transit, one of the nation’s largest multi-modal, high-capacity transit agencies. Earlier in her career, she served as Corporate Treasurer at Salem Regional Health Systems and as a Management Consultant with Optima Management in Switzerland.
Butler also serves as an advisor and equity holder at Arabella Capital, Diverse Health, Healthcare Originals and Diabetes Reversal Group, supporting innovation and growth in real estate, healthcare and health technology.
Josh Kurstin | Senior Vice President| Colliers International
Josh Kurstin is Senior Vice President at Colliers International. Josh specializes in occupier services, representing nationally recognized brands and leading corporations in the healthcare, tech, government contracting, and professional services industries. As a 20-year veteran in the commercial real estate industry, Kurstin’s success has been built on a deep understanding of the unique set of circumstances each client faces, knowing that business objectives must drive real estate strategy. He works relentlessly to optimize his client’s portfolios and deliver tangible results to the bottom line.
Before joining the Nashville office of Colliers, Kurstin served as a Senior Vice President for West, Lane & Schlager Realty Advisors and Managing Director for Jones Lang LaSalle (JLL) in their Northern Virginia office. In that role, Kurstin Specialized in tenant representation within the Washington, DC Metropolitan Area, emphasizing portfolio management, financial analysis, and transaction management. During his tenure with JLL, Kurstin won numerous prestigious awards denoted to the firm’s top 10% and 20% producers, respectively.
Justin MacKay | Benefits Consultant | Scott Insurance, Benefit Services
Justin MacKay is a Benefits Consultant in Scott Insurance’s Nashville office, bringing nearly 10 years of experience in Human Resources and Employee Benefits. Before joining Scott, he sharpened his expertise in Employee Benefit Design across several roles, including Major Accounts District Manager for a Fortune 500 company.
Justin partners strategically with organizations to enhance the employee experience while keeping a close eye on the bottom line. He keeps clients informed on the latest benefit plan developments, products, and compliance requirements, and applies data-driven strategies to reduce risk, optimize benefit structures, and boost employee engagement.
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
