BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CFO Leadership Council - ECPv6.17.5//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CFO Leadership Council X-ORIGINAL-URL:https://cfoleadershipcouncil.com X-WR-CALDESC:Events for CFO Leadership Council REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20260308T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20261101T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20270314T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20271107T070000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20250309T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20251102T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20260308T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20270314T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20271107T080000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Phoenix BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20250101T000000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20261027T080000 DTEND;TZID=America/New_York:20261027T093000 DTSTAMP:20261015T194202Z CREATED:20260915T135331Z LAST-MODIFIED:20261015T194202Z UID:10000037-1793088000-1793093400@cfoleadershipcouncil.com SUMMARY:Charlotte: Beyond the Buzz: Building Your CFO Roadmap for AI\, a Workshop DESCRIPTION:PROGRAM DESCRIPTION\nEvery organization is talking about AI. The challenge for CFOs is determining what is real\, what creates value\, and where investment makes strategic sense. \nThis interactive workshop brings CFOs together to explore the opportunities and challenges of AI adoption through peer insights\, real-world examples\, and strategic discussion. Following a fireside chat with a CFO navigating AI transformation\, Root Idea CEO\, Clyde Calhoun will guide attendees through a discussion of survey findings and practical frameworks for evaluating AI opportunities. \nLearn how finance leaders are approaching AI strategy\, workforce impact\, investment decisions\, and risk management. \n\nKEY TAKEAWAYS\n\nSeparate AI opportunities from AI hype.\nUnderstand where organizations are prioritizing AI investments.\nIdentify practical applications that can deliver business value.\nDevelop a framework for evaluating AI initiatives.\nConsider the organizational\, workforce\, and governance implications of AI adoption.\n\n\nSPEAKERS\nModerator: Mark Abrahm | Fractional CFO | CFO Pro+Analytics\nMark Abrahm brings more than three decades of experience as a lender\, capital markets professional\, investor\, entrepreneur\, and CFO. That range of perspectives shapes how he approaches the CFO role — getting under the hood of a business to understand what drives performance\, where risk resides\, and how financial decisions affect long-term value. \nMark has built and led businesses in leveraged finance and asset management\, co-founded a $4.5 billion investment firm ultimately acquired by Apollo\, and most recently served as CFO of a growing technology services company. \nToday\, he works with management teams to bring an investor’s lens to operating decisions\, strengthen financial reporting and forecasting\, and create the financial discipline and clarity needed to scale. \nClyde Calhoun | CEO | Root Idea\nClyde Calhoun is Founder and CEO of Root Idea\, a consulting firm helping organizations translate AI into business value. With three decades of Fortune 500 leadership experience\, Clyde advises CFOs and other C-suite executives on AI strategy\, adoption\, decision governance\, and financial controls. An inventor and patent holder\, he has led global teams and delivered more than $65 million in business value. \nToday\, his work focuses on helping executives identify where AI can create competitive advantage while building the oversight and organizational capabilities required to use it responsibly. Clyde is a recognized speaker and advisor on the rapidly evolving role of AI in business. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/chaoct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/chaoct2026/ LOCATION:Bank of America Tower\, Charlotte (CHA)\, 620 S. Tryon Street 33rd Floor\, Charlotte\, NC\, 28202\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/CHA-OCT-2026-YM-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261027T133000 DTEND;TZID=America/New_York:20261027T143000 DTSTAMP:20261019T204313Z CREATED:20261013T143140Z LAST-MODIFIED:20261019T204313Z UID:10000266-1793107800-1793111400@cfoleadershipcouncil.com SUMMARY:Mastermind Series: Generative AI for CFOs DESCRIPTION:The CFO Leadership Council welcomes all Council members to join our Mastermind group series! Elevate your strategic thinking and problem-solving skills through our Mastermind Groups. These members-only sessions provide a collaborative environment for peer-to-peer learning and idea exchange on specific topics of interest. \nThis meeting is for a peer discussion specifically related to Generative AI for CFOs and Finance Executives. \nThis is a great opportunity to share specific challenges\, discuss best practices and develop an incredible network! \nWe value your opinions and want this to be an interactive discussion among peers so we will not record any Group series meetings.  Sorry if you miss one…feel free to join the next discussion or any other Group meeting of interest. \nPlease note that sponsors cannot attend this event. The CFO Leadership Council reserves the right to decline any registration. \nFor more information about this program\, please contact Nancy Ehlers\, nancy@cfolc.com View Event Details: https://cfoleadershipcouncil.com/calendar-event/mmgenoct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/mmgenoct2026/ LOCATION:ZOOM CATEGORIES:Mastermind ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/10/2026_Generative_AI_for_CFOs.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261027T160000 DTEND;TZID=America/Chicago:20261027T180000 DTSTAMP:20261021T205916Z CREATED:20260921T215839Z LAST-MODIFIED:20261021T205916Z UID:10000199-1793116800-1793124000@cfoleadershipcouncil.com SUMMARY:Omaha: Behind the Business: Beer\, Business & the Bottom Line DESCRIPTION:NETWORKING & CONNECTION\nSome of the best ideas don’t happen during presentations — they happen over a drink and a great conversation with peers.\nJoin fellow CFOLC Omaha Members & Guests for a casual evening at Jukes Ale Works Bar\, where we’re trading the boardroom for the bar! You’ll also hear directly from Guy Jukes about the story behind Jukes Ale Works and get a candid look at what it really takes to build\, operate and keep a brewery afloat — from the business decisions and challenges to the lessons learned along the way. \nWhat to Expect: \n\nGo Behind the Business: Hear Guy Jukes share the real story behind the brewery — the wins\, challenges and realities of keeping the business brewing.\nConnect Over Cocktails: No formal presentations or stuffy networking — just drinks and genuine conversation with fellow finance leaders.\nExpand Your CFO Network: Build relationships with CFOs and senior finance executives from across the Omaha area.\nStrengthen Your Peer Community: Leave with new connections\, fresh perspectives and a stronger network of peers you can call on long after happy hour ends.\nCome for the beer\, stay for the backstory and conversation. We’d love to see you at Jukes!\n\n\n\nEVENT POLICIES AND RESOURCES\n\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/omaoct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/omaoct2026/ LOCATION:Jukes Ale Works\, Elkhorn (OMA)\, 20560 Elkhorn Dr\, Elkhorn\, NE\, 68022\, United States CATEGORIES:In-Person Chapter Networking Social ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/OMA_OCT_2026_YM-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261028T080000 DTEND;TZID=America/Los_Angeles:20261028T100000 DTSTAMP:20261022T142418Z CREATED:20260918T163043Z LAST-MODIFIED:20261022T142418Z UID:10000150-1793174400-1793181600@cfoleadershipcouncil.com SUMMARY:Portland: Economic Update: Doing Business in Oregon DESCRIPTION:PROGRAM DESCRIPTION\nOregon businesses are navigating an evolving economic\, tax\, and public policy environment as they plan for 2027. This interactive discussion will examine the current landscape for doing business in Oregon and the issues CFOs and finance leaders should have on their radar in the months ahead. \nOur partners at Baker Tilly along with experts from the Oregon Business & Industry will provide perspectives on Oregon’s economic and business environment\, the state’s tax and fiscal landscape\, and what businesses can expect as Oregon approaches the 2027 legislative session. The conversation will also explore key policy priorities\, the potential implications of the November 2026 election\, and the range of issues that may shape Oregon’s business environment in the coming year. \nAttendees will leave with practical context to help assess how developments in Oregon may affect business planning\, investment\, workforce decisions\, and other priorities for 2027. \n\nKEY TAKEAWAYS\n\nIdentify key economic\, tax\, and policy factors influencing Oregon’s business environment.\nAssess potential tax\, fiscal\, regulatory\, and workforce considerations relevant to business planning for 2027.\nDistinguish between major policy priorities under discussion in Oregon and those with greater potential to advance during the 2027 legislative session.\nEvaluate how upcoming political and legislative developments may influence strategic planning\, investment\, hiring\, and growth decisions.\n\n\nSPEAKERS\nColin Quill\, Director | State and Local Tax | Baker Tilly \nColin has practiced public accounting since 2013\, with a cross-industry focus on state and local tax (SALT) and credits and incentives consulting services. \nColin has broad experience across SALT\, including both direct and indirect taxes. He has helped clients determine state tax exposure through nexus\, apportionment\, taxability\, and modeling studies. He has drafted complex letter ruling requests and technical memoranda\, and assisted in administrative controversy matters. Colin regularly consults on the Oregon Corporate Activity Tax and local Portland metropolitan area taxes. \nColin advises clients on federal and state zone\, hiring\, and investment-based business incentives\, including possible tax credit monetization opportunities. \n\nDerek Sangston | Policy Director and Counsel | Oregon Business & Industry\n \nDerek Sangston oversees tax/fiscal\, retail and recycling policy. Derek comes to OBI after several years of experience in the Oregon Legislature\, where he served as legislative director to Senate President Peter Courtney and\, prior to that\, as a legislative aide for Sen. Mark Hass. Derek has a bachelor’s degree in political science from Southern Methodist University and a law degree from the University of Oregon. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/pdxoct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/pdxoct2026/ LOCATION:ZOOM CATEGORIES:Virtual Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/PDX_OCT_2026_YM-2.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261028T120000 DTEND;TZID=America/New_York:20261028T130000 DTSTAMP:20261022T210555Z CREATED:20261013T134921Z LAST-MODIFIED:20261022T210555Z UID:10000261-1793188800-1793192400@cfoleadershipcouncil.com SUMMARY:Leading AI Adoption: The CFO’s Playbook for Business Impact DESCRIPTION:PROGRAM DESCRIPTION\nAI adoption is more than a technology decision. It is a leadership and business performance challenge. For CFOs at middle market businesses\, the opportunity is to move beyond approving AI investments and actively shape where AI is used\, how teams adopt it\, and how the business measures success. But where should finance leaders start\, and how can they build momentum while maintaining financial discipline and control? \nIn this session\, Ryan Steck will explore a practical approach to leading AI adoption with lean teams\, limited budgets\, and existing systems. Learn how to identify valuable use cases\, build executive and employee buy in\, and partner with IT and operating leaders to move from isolated experiments to everyday use. The discussion will address data readiness\, team skills\, and accountability\, including where generative and agentic AI fit and where human judgment and approvals remain essential. Using finance as a starting point for broader business adoption\, the session will examine opportunities in cash flow forecasting\, management reporting\, and operational decision making. Challenges involving multiple entities\, including Lead adoption\, not just approve investment. Build executive alignment\, address employee concerns\, and establish clear ownership to help teams incorporate AI into their work. \n\nLEARNING OBJECTIVES\n\nLearn how to identify valuable use cases\, build executive and employee buy in\, and partner with IT and operating leaders to move from isolated experiments to everyday use.\n\n\nSPEAKERS\nRyan Steck\, Chief Financial Officer\, Ignite Spot \n  \n\nSPONSOR PARTNERS\nWe are honored to collaborate with Intuit on this webinar. If interested in learning more\, visit visit https://www.intuit.com/ View Event Details: https://cfoleadershipcouncil.com/calendar-event/leading-ai-adoption-the-cfos-playbook-for-business-impact/ URL:https://cfoleadershipcouncil.com/calendar-event/leading-ai-adoption-the-cfos-playbook-for-business-impact/ LOCATION:GoTo Webinar CATEGORIES:National Event,Webinar ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/10/webinar.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261028T153000 DTEND;TZID=America/Chicago:20261028T174500 DTSTAMP:20261019T153217Z CREATED:20260918T174147Z LAST-MODIFIED:20261019T153217Z UID:10000161-1793201400-1793209500@cfoleadershipcouncil.com SUMMARY:Dallas: What CFOs Need to Get Right: AI Governance & Cybersecurity DESCRIPTION:PROGRAM DESCRIPTION\nAI adoption inside the enterprise has outpaced the governance structures meant to contain it. Employees are experimenting with AI tools — sanctioned and unsanctioned — faster than most finance and risk functions can write policy for them\, while token-based usage costs\, once a rounding error\, are becoming a real and growing line item on the technology budget. At the same time\, AI has expanded the cybersecurity attack surface in ways many finance leaders have not yet fully priced into their risk models. \nThis panel discussion brings together finance\, technology\, and security leaders to address the questions CFOs increasingly can’t afford to leave to IT alone: What does responsible AI governance actually look like in practice? How should finance budget for and forecast unpredictable\, usage-based AI costs? What written policies does the organization need — and who should own them? And where does AI meaningfully change the organization’s cybersecurity risk profile? \nRather than a theoretical discussion\, panelists will share practical\, hard-won lessons from building AI governance frameworks in real organizations — including where they got it wrong. Attendees will leave with a clearer view of the questions they should be asking internally\, and a starting framework for the policies\, budget controls\, and cross-functional partnerships their organization needs now. \n\nKEY TAKEAWAYS\n\nUnderstand the CFO’s role in AI governance — clarify where finance should own\, co-own\, or simply have visibility into AI governance decisions alongside IT\, legal\, and security.\nBudget for rising token and usage-based costs — anticipate how consumption-based AI pricing behaves differently from traditional software licensing\, and build forecasting and cost-control models to match.\nIdentify what a written AI policy actually needs to cover — acceptable use\, data handling\, approved tools\, vendor vetting\, and accountability\, along with who should be responsible for maintaining it.\nRecognize how AI expands cybersecurity risk — understand new exposure points such as data leakage through AI tools\, prompt injection\, and third-party model risk\, and how they differ from traditional IT security concerns.\nAsk sharper vendor and partner questions — know what to demand from AI vendors and partners around data privacy\, security certifications\, and model transparency before signing a contract.\nBuild cross-functional accountability — establish clear ownership between finance\, IT\, security\, and legal so AI governance doesn’t fall into a gap between functions.\nPrioritize what to tackle first — leave with a practical short list of immediate next steps for organizations that don’t yet have formal AI governance in place.\n\n\nSPEAKERS\nDennis Fowler | Partner | The Baldwin Group \nDennis Fowler is a Partner at The Baldwin Group\, where he works with organizations to develop innovative employee benefits strategies aligned with their business and workforce goals. With more than 14 years of experience in the insurance and human capital space\, Dennis specializes in helping employers navigate healthcare costs\, benefits strategy\, and risk. He is passionate about creating more sustainable\, transparent\, and effective approaches to employee benefits. \nDr. Kimberly “KJ” Haywood | Principal Chief Executive Officer (CEO) | Nomad Cyber Concepts \nDr. Kimberly “KJ” Haywood is a cybersecurity\, governance\, risk\, and compliance executive with more than 25 years of experience across the finance\, technology\, healthcare\, and government sectors. She is the Principal Chief Executive Officer of Nomad Cyber Concepts\, LLC\, where she leads cybersecurity\, governance\, risk\, compliance\, and emerging-technology initiatives. She also serves as the Global Chief AI Governance & Education Advisor for AI CONNEX and as cybersecurity faculty at Collin College. Dr. Haywood has worked with and advised organizations including USAA\, Google\, Bank of America\, Wells Fargo\, CBRE\, Deloitte\, and L3Harris Technologies. Her work focuses on cybersecurity governance\, responsible AI\, risk management\, compliance\, and helping organizations securely adopt emerging technologies. She is also an author\, speaker\, and researcher in AI governance. \nYeshwant Muthusamy\, Ph.D | Owner and Principal | Yeshvik Solutions\, LLC\n \nDr. Yeshwant Muthusamy is an AI technologist by day and gourmet chocolatier by night. He is Owner and Principal at Yeshvik Solutions LLC\, a boutique AI consulting firm based in Allen\, Texas and The Chef at The Blissful Gourmet\, specializing in premium\, handcrafted chocolate truffles in eclectic flavor combinations. He has extensive experience in the\nconsumer electronics\, wireless telecommunications\, and semiconductor industries\, having held leadership positions at companies like Immersion Corporation\, Toyota North America\, Samsung Research America\, Nokia\, and Texas Instruments. \nAt Yeshvik Solutions LLC\, he helps clients with customized AI solutions\, expert AI training and coaching\, and intellectual property advisement in AI (including serving as an expert witness). He is the current Chair of the AI Working Group in the Government Blockchain Association (GBA). He is a frequent speaker on topics such as Responsible and Ethical AI\, and the convergence of AI\, blockchain\, and quantum computing. \nDr. Muthusamy has seven issued patents and over 35 peer-reviewed publications. He holds a B. Tech from Jawaharlal Nehru Technological University in India and a Ph.D. from Oregon Graduate Institute\, both in Computer Science and Engineering. He is a Senior Member of the IEEE and was named to the Dallas Innovates 2025 AI 75 List\, selected from more than 800 nominees. \nRajeev Pathak | Principal Chief Executive Officer (CEO) | Nomad Cyber Concepts\n \nRajeev Pathak is the Co-Founder and CEO of Hyperbots\, an AI-powered finance technology company focused on transforming finance and accounting operations. He has more than 30 years of experience building technology products and businesses for global markets. Prior to Hyperbots\, Rajeev served as General Manager and Vertical Head at Wipro\, where he managed a technology business exceeding $100 million. He also founded and led an education-focused AI venture\, which was later acquired by a Fortune 100 company. \nAt Hyperbots\, Rajeev focuses on applying AI and automation to the Office of the CFO\, including finance and accounting workflows. He regularly engages with CFOs and finance leaders on AI adoption\, finance transformation\, automation\, and the practical business implications of emerging AI technologies. His recent work and discussions have focused particularly on AI adoption in finance\, agentic AI\, ROI\, and how CFOs can approach AI strategically rather than simply as a technology initiative. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/daloct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/daloct2026/ LOCATION:The Colonnade\, Addison (DAL)\, Corner of Arapaho Rd and Tollway 15301 Dallas Pkwy.\, Addison\, TX\, 75001\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/DAL_OCT_2026_YM-5.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261029T073000 DTEND;TZID=America/New_York:20261029T090000 DTSTAMP:20261019T135416Z CREATED:20260914T190938Z LAST-MODIFIED:20261019T135416Z UID:10000020-1793259000-1793264400@cfoleadershipcouncil.com SUMMARY:Atlanta: No Longer Just Finance: Why Every CFO Needs a Global Strategy Lens DESCRIPTION:PROGRAM DESCRIPTION\nThe role of the CFO has never been more interconnected with global events. From energy and commodity costs to supply chain disruptions\, geopolitical uncertainty\, regulatory changes\, and shifting markets\, external forces are increasingly influencing financial decisions and business strategy. \nToday’s CFOs are expected to understand how global trends impact profitability\, operations\, investments\, and risk management. Whether managing fuel and input costs\, evaluating international opportunities\, or preparing for market uncertainty\, finance leaders must have the tools to make informed decisions in a rapidly changing environment. \nJoin business leaders and global experts for a strategic discussion on the forces shaping the global economy and the practical steps CFOs can take to mitigate risk\, identify opportunities\, and strengthen organizational resilience. \n\nKEY TAKEAWAYS\n\nUnderstand the global trends and economic forces that are impacting CFO decision-making today.\nLearn how to evaluate the financial impact of rising costs\, commodity pressures\, and global market changes.\nExplore strategies for mitigating risk related to geopolitical uncertainty\, supply chains\, and regulatory shifts.\nGain insights into how CFOs are incorporating global considerations into strategic planning and investment decisions.\nDevelop a framework for preparing your organization for continued economic change and uncertainty.\n\n\nSPEAKERS\nAndrew Bishop | Global Head of Policy Research | Signum Global Advisors\nAndrew Bishop\, Senior Partner and Global Head of Policy Research at Signum Global Advisors\, is an established political analyst with a 15-year track record of advising institutional investors\, corporates and governments on political risks in developed\, emerging\, and frontier markets. Andrew is also head of Signum’s Washington\, D.C. office. \nAndrew joined Signum from Eurasia Group where he served as Deputy Head of Research and was also a Director in the firm’s Global Macro practice. Prior to that\, Andrew was a senior manager in the World Economic Forum’s strategic foresight and risk analysis unit\, during which he regularly participated in the organization’s annual meeting in Davos. \nAndrew is a Term Member of the Council on Foreign Relations\, a Munich Security Conference Young Leader\, and an alumnus of the Atlantik Bruecke. He received his master’s degrees from the London School of Economics and ‘SciencesPo. Paris’ and was a fellow at the Johns Hopkins University in Washington\, D.C. \nDavid Pattillo | Board of Directors | Endava\nDavid Pattillo is Board Member and Audit Committee Chair for Endava\, (NYSE:DAVA).\nDavid is a CFO/Board member/Audit Committee Chair who has led companies thru IPOs\, global expansion\, complex corporate finance transactions\, and public company governance on both the U.S. and London Stock Exchanges. Currently\, Board member/Audit Committee Chair at Endava (NYSE: DAVA)\, a London-based IT services company with over 11\,000 employees spread over 26 countries and 4 continents. Endava completed an IPO on the NYSE in 2018. \nSara Shockley | CFO | ARG -IT Clarity\nSara Shockley is the CFO of ARG -IT Clarity. Sara brings over 20 years of progressive experience in financial strategy\, tax restructuring\, treasury\, FP&A\, accounting\, and risk management. Most recently\, Sara served as the Corporate Controller/Chief Accounting Officer & Treasurer for HD Supply. Sara leads Ubique’s Finance\, Accounting\, and Merger & Acquisition teams. \nModerator: Scott Tedcastle | Senior Manager Financial Transformation | Bridgepoint Consulting\nScott is the Atlanta Market Leader at Bridgepoint Consulting\, where he helps mid-market companies navigate financial transformation\, AI adoption\, and finance operations. Scott brings a background leading large-scale transformations at both EY and North Highland\, including experience managing simultaneous acquisitions and shepherding organizations through major operational change. He has also worked inside a private equity-backed company\, giving him firsthand insight into the reporting rigor and pace growth-stage finance teams need. \nTy Van der Wees | EVP & CFO | McBride Research Labs\nAn accomplished international finance executive with a remarkable career spanning over +15 years. As a visionary leader\, he has been instrumental in driving financial success and strategic growth for numerous organizations. With expertise in financial analysis\, budget management\, and risk assessment\, Ty has consistently delivered exceptional results and earned a reputation as a trusted financial strategist. \nThroughout his career\, Ty has demonstrated an unwavering commitment to ethical practices and regulatory compliance\, instilling confidence in colleagues and stakeholders alike. He is renowned for his ability to navigate complex financial landscapes\, identifying emerging trends and opportunities that keep organizations ahead of the curve. \nA collaborative and inspiring leader\, Ty has fostered high-performing teams that achieve outstanding outcomes while maintaining a culture of innovation and empowerment. \nToday\, as Ty continues to shape the future of finance\, he remains dedicated to driving growth\, making informed financial decisions\, and leaving a lasting impact on the organizations he serves. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/atloct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/atloct2026/ LOCATION:Nelson Mullins\, Atlanta (ATL)\, 201 17th St NW 18th Floor\, Atlanta\, GA\, 30363\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/ATL-OCT-2026-7.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20261029T073000 DTEND;TZID=America/Denver:20261029T093000 DTSTAMP:20261015T202304Z CREATED:20260924T145229Z LAST-MODIFIED:20261015T202304Z UID:10000219-1793259000-1793266200@cfoleadershipcouncil.com SUMMARY:Salt Lake City: Leveling Up: Advancing Beyond the Executive Seat DESCRIPTION:PROGRAM DESCRIPTION\nReaching the C-suite is not the finish line — it’s a new starting point. For many senior finance leaders\, the skills that earned a Controller a promotion to CFO\, or a CFO a seat at the table\, are not the same skills required for the next leap: from CFO to board director\, or from CFO to CEO. That transition demands a different posture entirely — moving from functional expertise to enterprise leadership\, from managing numbers to shaping narrative\, and from being accountable to the CEO to being accountable for the whole organization. \nLeveling Up: Advancing Beyond the Executive Seat is designed for finance leaders who have already proven themselves in their current role and are ready to build the case — and the capability — for what comes next. The program examines the real\, often unspoken differences between adjacent levels of leadership: what a board expects from a CFO versus a fellow director\, what a CEO does differently than even the most strategic CFO\, and how successful leaders have engineered their own transitions. \nThrough case studies of finance leaders who have made these exact moves\, peer discussion\, and structured self-assessment\, participants will leave with a clear-eyed view of their own readiness gaps and a concrete plan to close them — whether that means earning a board seat\, stepping into the CEO role\, or simply becoming a more strategic\, enterprise-minded CFO in the meantime. \nWho should attend: CFOs\, Controllers\, and senior finance executives who are actively pursuing — or being considered for — a board seat\, CEO succession\, or broader enterprise leadership responsibility. \n\nKEY TAKEAWAYS\nBy the end of the program\, participants will be able to: \n\n\n\nDiagnose the gap between roles — clearly articulate what changes (mindset\, scope\, relationships\, risk ownership) at each transition: Controller to CFO\, CFO to board member\, and CFO to CEO.\nReframe their value beyond finance — shift from being seen as “the numbers person” to being recognized as an enterprise strategist\, capital allocator\, and business leader.\nBuild board-level fluency — understand what boards actually look for in a director\, how to contribute meaningfully in the boardroom\, and how to position for a first board seat.\nDevelop CEO-caliber judgment — practice the kind of cross-functional\, ambiguous\, high-stakes decision-making that CEOs face daily\, beyond the more bounded scope of the CFO role.\nStrengthen executive presence and narrative — communicate vision and strategy (not just results) in ways that build trust with the board\, investors\, and the broader organization.\nCultivate the right relationships and sponsors — identify who influences these transitions (board members\, search committees\, current CEOs) and how to build those relationships authentically over time.\nCreate a personal advancement plan — leave with a concrete\, honest self-assessment and a 12–24 month roadmap of experiences\, visibility\, and skill-building needed to move to the next seat.\n\n\n\n\nSPEAKERS\nMatt Barnes | President & CFO | KURU Footwear\nMatt Barnes\, CPA\, is a seasoned finance executive and business leader serving as President & CFO of KURU Footwear. He brings extensive experience in financial leadership\, strategic planning\, operational management\, and business growth.\nAs a senior finance leader\, Matt combines financial expertise with a broader enterprise perspective\, partnering across functions to drive performance\, strengthen operations\, and support strategic decision-making. His experience spans accounting\, finance\, technology\, and business operations\, with a focus on leveraging data\, process improvement\, and technology to create sustainable business value. \nJerry Bregg | Partner | Whittet Advisory\nJerry Bregg is a partner at Whittet Advisory and a board director with more than 30 years of executive and advisory leadership across public\, private\, and private equity-backed companies. He currently serves on the Board of Directors of Altabank on the Audit & Compliance and Loan Committees\, and serves on the NACD Utah Chapter board as Audit Committee member and Treasurer. Jerry’s executive background includes serving as Managing Partner at BDO USA and Head of Tax at Cricket Wireless\, where he supported the company’s $7 billion acquisition by AT&T. He has guided companies through IPOs and SPAC transactions advising Boards and Audit Committees on financial reporting\, risk\, and governance. Jerry is also a Visiting Instructor at the University of Utah’s David Eccles School of Business teaching in the Masters of Accounting program and chairs the School of Accounting Advisory Board. \nMelanie Jones | CEO | Sego Leadership\nMelanie Paris Jones is the Chief Executive Officer of Sego Leadership\, formerly the Women’s Leadership Institute of Utah\, a Utah nonprofit dedicated to elevating professional women through leadership development and corporate partnerships. She brings 28 years of leadership experience across multiple industries\, including manufacturing\, beauty\, media\, and nonprofit organizations. Before joining Sego Leadership\, Melanie served as Editor-in-Chief of Utah Business and previously held leadership positions at Ultradent Products and Younique. She has also served as a TEDxSaltLakeCity curator and speaking coach and has been involved in initiatives focused on organizational strategy\, leadership\, and advancing women’s leadership. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/slcoct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/slcoct2026/ LOCATION:KILN Thanksgiving Point\, Lehi (SLC)\, 2701 N Thanksgiving Way #100\, Lehi\, UT\, 84043\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/SLC-OCT-2026-YM-5.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261029T073000 DTEND;TZID=America/New_York:20261029T100000 DTSTAMP:20261020T063116Z CREATED:20260918T180158Z LAST-MODIFIED:20261020T063116Z UID:10000164-1793259000-1793268000@cfoleadershipcouncil.com SUMMARY:Toronto: Cyber-Wise CFO: Leading Cyber Resilience in an Era of Digital Risk DESCRIPTION:PROGRAM DESCRIPTION\nAs cyber threats keep evolving in complexity and frequency\, cybersecurity has become a vital business concern that reaches far beyond the IT department. Today’s CFO must grasp not only the financial effects of cyber risk but also the operational\, legal\, reputational\, and strategic impacts that can stem from a cyber incident. From ransomware attacks and data breaches to third-party vulnerabilities and regulatory oversight\, finance leaders play an increasingly vital role in protecting enterprise value. \nThis program provides CFOs and senior finance leaders with the knowledge and frameworks needed to evaluate\, handle\, and reduce cybersecurity risks within their organizations. Participants will gain practical insights into the current threat environment\, emerging technologies\, governance duties\, and the financial consequences of cyber incidents. The session will explore how finance leaders can collaborate effectively with CIOs\, CISOs\, legal advisors\, insurers\, and boards of directors to enhance organizational resilience. \nThrough real-world examples and expert discussion\, attendees will explore how to incorporate cybersecurity into enterprise risk management\, establish strong incident-response protocols\, and develop business continuity and disaster recovery plans that consider technical\, operational\, legal\, and communications factors. Special focus will be on the CFO’s role in balancing investment choices\, regulatory obligations\, and stakeholder expectations in an increasingly digital landscape. \nIn today’s environment\, cybersecurity is no longer just an IT issue; it has become a key business priority. Effective CFOs must be ready to steer through uncertainty\, safeguard organizational value\, and ensure their companies remain resilient in an increasingly complex cyber landscape. \n\nKEY TAKEAWAYS\n\nUnderstand the changing cybersecurity threats and vulnerabilities that can impact financial performance\, operations\, and corporate reputation.\nLearn practical strategies and governance frameworks to enhance cyber resilience and reduce organizational risk.\nGain insight into legal\, regulatory\, insurance\, and compliance aspects related to cybersecurity incidents.\nExplore how CFOs can effectively collaborate with CIOs\, CISOs\, boards\, and external advisors to align cybersecurity with business strategies.\n Learn how to build a culture of cybersecurity awareness and responsibility throughout the organization.\n Develop a comprehensive incident response and disaster recovery framework that covers technology\, finance\, legal obligations\, stakeholder communication\, and business continuity.\nExamine the emerging influence of artificial intelligence\, cloud technologies\, and third-party ecosystems on cybersecurity risk management.\n\n\nSPEAKERS\nRishi Muchalla | National Strategist and Evangelist | Office of the CTO\, Check Point Software Technologies\nWith over 25+ years in IT\, Rishi has been part of many transformational initiatives. He deployed one of Canada’s largest cloud interconnect platforms and created global security standards\, supporting a shift to Hybrid multi-cloud in the Energy Sector. His thought leadership in technology helped create alignment with demanding business objectives. Rishi is our National Business Strategist and Evangelist at Check Point Software \nDwyane Bromfield | Account Executive | Access 2 Networks\n \nDwayne Bromfield is a seasoned Sales Executive with over 8 years of experience in the cybersecurity industry. Throughout his career\, Dwayne has demonstrated exceptional skills in\, building strong client relationships and consulting and various cyber security initiatives with clients.  His deep understanding of cybersecurity solutions and market trends has enabled him to effectively address the unique challenges faced by businesses in today’s digital landscape. \nDwayne is passionate about helping organizations safeguard their digital assets and navigate the ever-evolving threat landscape. He is committed to staying ahead of industry developments and continuously enhancing his knowledge to provide the best possible solutions to clients. \nOutside of work\, Dwayne enjoys gardening\, yoga and fitness activities and spends his free time volunteer coaching with the Whiby FC soccer club. \nSherman Wong | Account Manager | Check Point\n \nSherman Wong is a Account Manager with Check Point Software\, focused on helping organizations across Ontario reduce cyber risk while enabling business growth. Leveraging extensive experience in cybersecurity\, channel development\, and enterprise technology sales\, he works closely with business leaders to align security strategy with operational resilience\, financial objectives\, and AI/Digital transformation initiatives. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/toroct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/toroct2026/ LOCATION:First Canadian Place (Toronto)\, 100 King St W\, Floor 68 (WALKER ROOM)\, Toronto\, Ontario\, Canada CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/TOR-OCT-2026-YM-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261029T133000 DTEND;TZID=America/New_York:20261029T143000 DTSTAMP:20261019T204306Z CREATED:20261013T170739Z LAST-MODIFIED:20261019T204306Z UID:10000271-1793280600-1793284200@cfoleadershipcouncil.com SUMMARY:Mastermind Series: For CFOs from Family-Owned Businesses DESCRIPTION:The CFO Leadership Council welcomes all Council members to join our Mastermind group series! Elevate your strategic thinking and problem-solving skills through our Mastermind Groups. These members-only sessions provide a collaborative environment for peer-to-peer learning and idea exchange on specific topics of interest. \nThis is a brand new group for our CFOs and Finance Executives from Family-Owned Businesses. This is a great opportunity to share specific challenges\, discuss best practices and develop an incredible network! \nWe value your opinions and want this to be an interactive discussion among peers so we will not record any Group series meetings.  Sorry if you miss one…feel free to join the next discussion or any other Group meeting of interest. \nPlease note that sponsors cannot attend this event. The CFO Leadership Council reserves the right to decline any registration. \nFor more information about this program\, please contact Nancy Ehlers\, nancy@cfolc.com View Event Details: https://cfoleadershipcouncil.com/calendar-event/mmfoboct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/mmfoboct2026/ LOCATION:ZOOM CATEGORIES:Mastermind ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/10/2026_Family-Owned__Business_.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261029T163000 DTEND;TZID=America/Chicago:20261029T183000 DTSTAMP:20261015T202721Z CREATED:20260917T124128Z LAST-MODIFIED:20261015T202721Z UID:10000108-1793291400-1793298600@cfoleadershipcouncil.com SUMMARY:Nashville: Cost\, Value & Strategy: How CFOs Are Rethinking Healthcare\, Compensation & Commercial Real Estate\, the Largest Investments DESCRIPTION:PROGRAM DESCRIPTION\nCFOs 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. \nFrom 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. \nJoin 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. \nThis interactive discussion will provide practical insights into how CFOs are navigating today’s cost environment while supporting growth\, attracting talent\, and maintaining financial discipline. \n\nKEY TAKEAWAYS\n\nUnderstand how CFOs are approaching three of the largest cost drivers impacting organizations today: healthcare\, real estate\, and compensation.\nExplore strategies for managing rising healthcare and pharmaceutical costs while maintaining competitive employee benefits.\nDiscuss evolving commercial real estate decisions\, including workplace strategy\, footprint optimization\, and cost management.\nGain insights into compensation trends\, talent investment decisions\, and balancing retention with financial discipline.\nShare peer perspectives on prioritizing investments and making difficult trade-offs in a changing economic environment.\nLearn how CFOs are using data and strategic planning to optimize costs while supporting long-term growth.\n\n\nSPEAKERS\nModerator: Marshall Meier | Senior Vice President | Bank of America Merrill Lynch \nMarshall 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. \nEarlier 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. \nMarshall 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. \nBrandi Britton | Executive Director | Contract Finance & Accounting\, Robert Half \nBrandi 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. \nTracy Butler | CFO | Elevation Landscape Group \nTracy 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. \nPrior 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. \nButler 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. \nJosh Kurstin | Senior Vice President| Colliers International \nJosh 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. \nBefore 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. \nJustin MacKay | Benefits Consultant | Scott Insurance\, Benefit Services \nJustin 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. \nJustin 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. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/nasoct2026/ URL:https://cfoleadershipcouncil.com/calendar-event/nasoct2026/ LOCATION:Colliers\, Nashville (NAS)\, 615 3rd Ave S #500\, Nashville\, TN\, 37210\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/NAS-OCT-2026-YM-5.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261104T090000 DTEND;TZID=America/New_York:20261104T110000 DTSTAMP:20261022T155502Z CREATED:20260916T073345Z LAST-MODIFIED:20261022T155502Z UID:10000060-1793782800-1793790000@cfoleadershipcouncil.com SUMMARY:Cincinnati: Strategic Decision-Making Under Uncertainty: A Framework for CFOs DESCRIPTION:PROGRAM DESCRIPTION\nIn today’s volatile business environment\, CFOs must make critical decisions despite incomplete information and unpredictable outcomes. This program equips finance leaders with practical frameworks for strategic decision-making under uncertainty\, which is particularly relevant for smaller companies where resources are limited and consequences of poor decisions can be significant. Participants will explore methodologies for evaluating options\, managing risk\, and creating flexible strategies that can adapt to changing conditions. Through case studies and peer discussion\, CFOs will gain actionable approaches to making sound decisions even when facing high levels of ambiguity. \n\nKEY TAKEAWAYS\n\nDevelop a structured approach to evaluating strategic options when faced with significant uncertainty.\nLearn techniques for distinguishing between different types of uncertainty and tailoring decision approaches accordingly\nImplement practical risk assessment methodologies that balance thoroughness with resource constraints.\nBuild decision frameworks that incorporate scenario planning and real options thinking.\nUnderstand how to evaluate and communicate the financial implications of strategic decisions to stakeholders.\nCreate adaptable strategies that allow for course correction as new information emerges\n Learn to recognize and mitigate cognitive biases that affect decision quality during uncertain times.\n\n\nSPEAKERS\nSpeakers will be announced soon! \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/cincinnati-strategic-decision-making-under-uncertainty-a-framework-for-cfos/ URL:https://cfoleadershipcouncil.com/calendar-event/cincinnati-strategic-decision-making-under-uncertainty-a-framework-for-cfos/ LOCATION:BDO\, Cincinnati (CIN)\, 221 E. 4th Street Suite 2600\, Cincinnati\, OH\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/CIN_NOV_2026_YM-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261104T123000 DTEND;TZID=America/New_York:20261104T133000 DTSTAMP:20260925T134042Z CREATED:20260918T031957Z LAST-MODIFIED:20260925T134042Z UID:10000134-1793795400-1793799000@cfoleadershipcouncil.com SUMMARY:New York City: Lean In for Lunch DESCRIPTION:PROGRAM DESCRIPTION\nAn hour with your local chapter’s brain trust—A virtual get together designed to sharpen your thinking\, expand your perspective\, and strengthen the relationships that make this community so valuable. \nStep out of the day‑to‑day and into a conversation with peers who understand the pressures\, tradeoffs\, and realities you’re navigating. \nSet on the Zoom platform\, each session gives you space to discuss current events shaping your decisions or to bring a challenge you’re facing and tap into the group’s collective problem‑solving power. \nThis is where insight becomes actionable. Where someone else’s experience becomes your shortcut. Where you’re reminded that you don’t have to lead in isolation. \nThese virtual lunches complement your in‑person meetings by keeping you connected between programs—offering an additional touchpoint to learn from one another\, build trust\, and deepen the value you receive from your local community. \nIt’s one hour that consistently pays dividends in clarity\, confidence\, and connection. \n\nKEY TAKEAWAYS\n\nGain Fresh Perspectives on Current Challenges\nStep away from the day-to-day and gain practical insights from peers navigating similar business pressures\, decisions\, and tradeoffs.\nTurn Peer Experience into Actionable Solutions\nBring a real challenge to the conversation\, tap into the collective brain trust\, and leave with ideas\, perspectives\, and approaches you can put to work.\nStrengthen Connections Beyond In-Person Events\nBuild trust and deepen relationships with fellow finance leaders through meaningful conversations that keep your local CFO community connected between programs.\n\n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members and sponsors. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/nycnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/nycnov2026/ LOCATION:ZOOM CATEGORIES:Virtual Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/NYC_NOV_2026_YM-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261104T130000 DTEND;TZID=America/New_York:20261104T140000 DTSTAMP:20261022T210811Z CREATED:20261013T135429Z LAST-MODIFIED:20261022T210811Z UID:10000262-1793797200-1793800800@cfoleadershipcouncil.com SUMMARY:What AI Spend Means for the Office of the CFO DESCRIPTION:PROGRAM DESCRIPTION\nAs companies move AI initiatives beyond the pilot stage\, spending patterns are beginning to reveal where the market is heading: budgets are growing\, investment is concentrating around a smaller group of vendors\, and expectations for measurable returns are rising alongside them. \nDrawing on insights from Zip’s State of AI in Spend report and Enterprise AI Index\, this session will unpack what current spending data tells us about the next phase of enterprise technology investment. \n\nLEARNING OBJECTIVES\n\nYou’ll explore where companies are placing their bets\, how spending patterns are shifting as adoption matures\, and what finance leaders should consider as they evaluate growing commitments and push for clearer returns.\n\n\nSPEAKERS\nComing soon! \n\nSPONSOR PARTNERS\nWe are honored to collaborate with ZIP on this webinar. If interested in learning more\, visit https://ziphq.com/ View Event Details: https://cfoleadershipcouncil.com/calendar-event/what-ai-spend-means-for-the-office-of-the-cfo/ URL:https://cfoleadershipcouncil.com/calendar-event/what-ai-spend-means-for-the-office-of-the-cfo/ LOCATION:GoTo Webinar CATEGORIES:National Event,Webinar ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/10/webinar.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261105T080000 DTEND;TZID=America/New_York:20261105T100000 DTSTAMP:20261020T061543Z CREATED:20260916T104117Z LAST-MODIFIED:20261020T061543Z UID:10000070-1793865600-1793872800@cfoleadershipcouncil.com SUMMARY:North Jersey: The CFO’s Tax Playbook: Strategies for a Stronger Bottom Line DESCRIPTION:PROGRAM DESCRIPTION\nFor CFOs of small to mid-sized companies\, effective cash flow management is critical to business survival and growth—especially amid evolving tax regulations and budgeting pressures. This program focuses on practical strategies for optimizing cash flow and developing accurate forecasting methodologies in resource-constrained environments. \nParticipants will explore techniques for improving working capital efficiency\, implementing robust forecasting and budgeting processes\, and managing cash flow challenges in light of recent and anticipated tax reform. Through case studies and peer discussion\, CFOs will gain actionable insights to strengthen their company’s cash position\, navigate tax-related impacts\, and provide greater financial visibility to key stakeholders. \n\nKEY TAKEAWAYS\n\nEngage with fellow CFOs to explore real-world solutions and innovative approaches to recent regulatory changes and budgeting strategies for 2026\nUnderstand how current and recently approved regulatory changes affect cash flow planning and budgeting decisions.\nDevelop strategies for optimizing core components of working capital\, including accounts receivable\, inventory\, and accounts payable.\nBuild practical cash flow forecasting models that balance accuracy with resource efficiency.\nIdentify technology solutions that enhance cash visibility and forecasting capabilities without significant investment.\n\n\nSPEAKERS\nKen Bagner | Principal | CLA\n \nKen is a Principal in CLA’s tax practice\, servicing professional service organizations. Ken also has experience in consulting in Employee Benefit Plans. He has served as a decision-maker in diverse industry niches throughout his career\, including commercial real estate + construction\, waste management\, manufacturing\, retail\, and wholesale. In addition\, Ken also devotes half of his time to working with closely-held business owners as their trusted advisor\, sharing insights and offering guidance to help them achieve their goals. \nClients value Ken’s technical abilities and his “hands-on” approach to addressing the unique aspects of their business\, as well as his ability to combine an expertise in mergers and acquisition\, due diligence\, accounting\, and tax to provide them with the business advice they need. His educational background includes a Bachelor’s in Accounting from Montclair State University and a Master’s in Taxation from Rutgers University\, along with certifications as a CPA and Chartered Global Management Accountant. \nBeyond his professional commitments\, Ken is actively involved in civic organizations\, serving on the boards of the NJCPA Scholarship Fund and the Metropolitan YMCA of the Oranges. He is also recognized in both local and national media for his expert commentary on financial matters\, reflecting his dedication to staying informed and offering valuable insights to his clients and the community. \nRobert Ibrahim | Managing Partner | Ibrahim Wealth Advisor\nRob provides sophisticated wealth management strategies to client relationships while delivering customized\, objective services.  His client service philosophy is simple – to be highly responsive and attentive to his clients’ needs. While working with individuals\, families and institutions\, Rob helps clients remain dedicated to their targeted objectives. \nFor over 25 years in the financial services industry\, Rob and his team have utilized a disciplined investment planning approach\, implementing advanced retirement plans that strive to provide tax savings for the highly compensated. He maintains a target driven game plan throughout the entire process and uses a time-tested process for tracking the client’s goals and objectives. He focuses on the needs and risk tolerance of his clients. \nA graduate of Bucknell University\, Rob earned a Bachelor’s degree in Economics and Sociology and was a member of Sigma Chi fraternity. He has the following designations:  CERTIFIED FINANCIAL PLANNER®️ Professional\, AIF®️ Accredited Investment Fiduciary\, CPWA®️ Certified Private Wealth Advisor\, AWMA®️ Accredited Wealth Management AdvisorSM\, CRPC®️ Chartered Retirement Planning CounselorSM\, CMFC®️ Chartered Mutual Funds Counselor\, ARPC Accredited Retirement Plan Consultant\, CEPA®️ Certified Exit Planning Advisor and CBDA Certified in Blockchain and Digital Assets.  Rob holds a Series 7\, 63 and 65\, as well as Life and Health insurance licenses.  He completed the “Delivering Solutions for Business Owners” certification program in conjunction with the Wharton School of Business and has earned his CFM Certified Financial Manager designation at Merrill Lynch.  He also completed the IMCA Certified Private Wealth Advisor program through The University of Chicago Booth.  Rob obtained general knowledge by completing the certificate in Blockchain and Digital Assets Currency. Prior to joining Raymond James in 2019\, he was a Financial Advisor at Janney Montgomery Scott\, Wells Fargo Advisors and Legacy Merrill Lynch. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/njsnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/njsnov2026/ LOCATION:CLA\, Livingston (NJS)\, 293 Eisenhower Parkway Suite 290\, Livingston\, NJ\, 07039-1711\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/NJS_NOV_2026_YM-2.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20261110T073000 DTEND;TZID=America/Denver:20261110T093000 DTSTAMP:20261020T055759Z CREATED:20260915T180736Z LAST-MODIFIED:20261020T055759Z UID:10000059-1794295800-1794303000@cfoleadershipcouncil.com SUMMARY:Denver: Economic Uncertainty: A CFO's Survival Guide DESCRIPTION:PROGRAM DESCRIPTION\nChief Financial Officers (CFOs) grapple with significant challenges\, such as inflation and economic uncertainty\, in steering their organizations. This program offers practical advice and strategies from economists focused on banking/financing (Bank of America)\, tax (RSM)\, and regional trends and outlooks (Denver Metro Chamber of Commerce) to help CFOs effectively navigate these obstacles\, lead their organizations\, and plan for what’s ahead. This data-driven discussion will provide insights on managing cash flow\, making strategic investment decisions\, and engaging stakeholders during periods of economic volatility and uncertainty. \n\nKEY TAKEAWAYS\n\nUnderstand the key drivers of inflation and economic uncertainty and the possible impact on their organization.\nDevelop strategies for managing cash flow and mitigating financial risks during periods of inflation and economic uncertainty.\nOptimize working capital management\, including accounts receivables\, inventory\, and payables\, to turn operations into cash efficiently.\nMake informed investment decisions that balance short-term and long-term priorities.\nIdentify opportunities for growth and innovation amidst economic challenges.\nFormulate pricing strategies that protect the business from inflationary pressures while preserving customer relations.\n\n\nSPEAKERS\nRalph Axel | Director\, U.S. Rates Strategist | BofA Global Research\n \nAxel\, who joined the firm in June 2010\, is a specialist in government and agency funding markets with special interest in swaps and futures. He focuses on drivers of interest rates and how changes in rates impact our economy. Research publications include the Global Rates Weekly\, Liquid Insight and World at a Glance. He was a #1 ranked analyst in the 2021-25 Institutional Investor /Extel Surveys. \nPreviously\, Axel was a rates strategist at Deutsche Bank Securities\, where he specialized in European agency bonds. Before that\, he was as proprietary bond trader at Lehman Brothers in NYC. \nAxel received a Ph.D. in mathematics from the University of Illinois after his bachelor’s in mathematics from UMass. \n\nShaun Brog | Senior Economist & Director of Economic Competitiveness | Metro Denver Economic Development Corporation \nShaun specializes in economic analysis for the Metro Denver region\, focusing on trends and reporting for counties and regions\, economic and workforce profiles\, industry cluster studies\, and economic impact analysis. Born in Michigan and raised in Colorado\, Shaun holds a Bachelor of Science degree in Business Administration and a Master of Arts degree in Economics from the University of Denver. At the University of Denver\, Shaun was the recipient of the Satish Raichur Award for outstanding performance by a graduate student. Before joining MDEDC\, Shaun spent a career in finance working for the international investment bank Morgan Stanley and the global hedge fund Brevan Howard. Shaun enjoys economic research\, presenting at the World Association of Political Economy conference in 2024\, the Allied Social Science Associations 2025 and 2026 annual meetings\, and the sixth annual Nordic Post-Keynesian Conference within the past two years. He recently published a paper on the evolution of the U.S. financial system in RRPE\, an academic journal\, with a follow-up paper on systemic financial regulation forthcoming later this year. \nModerator: Margaret Danuser | CFO | The Denver Foundation \nMargaret Danuser serves as the Chief Financial Officer at The Denver Foundation\, directing investments\, accounting/finance\, grant administration\, impact investing\, IT\, and facilities functions. The foundation recently celebrated its 100-year anniversary and has over $1.6 billion in assets. Prior to joining The Denver Foundation\, she served as the CFO and Deputy CFO for the City and County of Denver\, where she was involved in developing the city’s $4 billion budget and overseeing investment portfolios and COVID-19 relief funds. Margaret also spent many years in capital planning and finance\, issuing several billion dollars in debt for the city\, and during her time as Finance Director at the Colorado Housing and Finance Authority. Earlier in her career\, she served as a portfolio manager for Dreyfus Founders Funds and as a bond analyst and trader at a LaSalle Trust subsidiary in Chicago. Margaret is a Colorado native and graduated from the University of Colorado at Boulder with a BA in International Affairs. \n\nKevin Depew | Deputy Chief Economist\, Industry Eminence Program Leader\, Managing Director| RSM US LLP \nKevin Depew is an Emmy Award-winning writer and producer. Prior to joining RSM\, Depew worked in economics for Bloomberg LP\, where he helped create the Bloomberg Brief economics newsletter. Depew has also worked for Dorsey Wright and Associates\, PaineWebber and AG Edwards. His former roles include chief strategist\, director of research\, financial markets analyst and portfolio manager. Depew attended St. John’s College in Annapolis\, MD and graduated from the University of Kentucky with a BA in Philosophy \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/dennov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/dennov2026/ LOCATION:TBD\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/DEN-NOV-2026-YM-4.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261110T080000 DTEND;TZID=America/New_York:20261110T100000 DTSTAMP:20261021T135942Z CREATED:20260916T172911Z LAST-MODIFIED:20261021T135942Z UID:10000094-1794297600-1794304800@cfoleadershipcouncil.com SUMMARY:Boston: Beyond the Hype: Real-World AI Adoption\, Agents\, and the Future of Finance Operations DESCRIPTION:PROGRAM DESCRIPTION\nArtificial Intelligence is rapidly moving from experimentation to enterprise-wide transformation\, but what does successful implementation actually look like inside today’s organizations? \nJoin senior leaders from innovative companies who are actively deploying AI solutions across finance and business operations as they share their experiences\, lessons learned\, and early results. Through a moderated discussion\, attendees will gain an inside look at how organizations are identifying high-impact use cases\, navigating implementation challenges\, leveraging emerging AI agents and autonomous workflows\, and measuring business value. \nComplementing these practitioner perspectives\, industry experts will provide broader market insights and observations from working with organizations at various stages of AI maturity. Together\, the panel will explore common themes\, practical frameworks\, and actionable strategies that finance leaders can apply within their own organizations.\nWhether your company is just beginning its AI journey or already advancing toward more sophisticated agent-driven capabilities\, this session will help you separate hype from reality and better understand what’s next in the rapidly evolving AI landscape. \n\nKEY TAKEAWAYS\n\nHow leading organizations are successfully deploying AI across finance and business operations\nKey lessons learned\, challenges encountered\, and strategies for driving adoption\nEmerging trends in AI agents\, automation\, and autonomous workflows\nPractical frameworks for identifying high-value AI opportunities\nHow finance leaders can position their organizations to capitalize on the next wave of AI innovation\n\n\nSPEAKERS\nMichael Bayer | EVP & Chief Financial Officer | Wasabi\n \nMichael joined the Wasabi team after spending 25+ years in various finance\, operations\, technology and business development roles\, primarily for venture-backed technology and clean tech companies. His most recent role was at iZotope Inc. where he served as the CFO. Prior to that\, he managed the IPO for MotherNature.com and acquisitions for LightChip and Revivio. Michael co-founded RPM Communications\, where he led the launch of a 100\,000-user mobile social network. \nA chartered financial analyst\, Michael is on the Steering Committee of The CFO Leadership Council and a frequent speaker and organizer of panels for CFOs and has been quoted in the Wall Street Journal\, Barron’s\, and other financial publications. As an adjunct lecturer at Babson College\, Michael teaches corporate finance to both graduate and undergraduate students. Michael holds an MBA from Cornell University and a BS from Babson College (finance and investments)\, and he previously studied computer science and economics at Brandeis University. He was honored as a 2018 CFO of the Year from the Boston Business Journal. \nMarcos Bento | Senior Director of Business Intelligence | Wasabi\n \nMarcos Bento is Senior Director of Business Intelligence at Wasabi\, where he leads the company’s enterprise AI and autonomous systems. Since joining in 2022\, he has built and deployed agentic workflows across Sales\, Marketing\, Finance\, and other business functions\, and designed the AI enablement program that put those tools into daily use. \nBefore Wasabi\, he worked in M&A\, early-stage investment\, and strategy roles at companies in the US\, Singapore\, and Brazil. \nHe holds an MBA from Babson College and a degree in Business Administration from UFSC in Brazil. He lives in New York City with his wife. \nJim Blackwell | AI Market Leader | BDO\n \nJim Blackwell is the AI Market Leader in the BDO AI Advisory practice\, where he helps organizations translate the promise of artificial intelligence into practical business outcomes. With more than two decades of experience in technology strategy\, architecture\, and delivery\, Jim works with executive teams across the mid-market and enterprise to identify high-impact opportunities for AI\, automation\, and advanced analytics. \nSince joining BDO in 2018\, Jim has led numerous AI strategy engagements\, helping organizations move from experimentation to measurable business value. His work focuses on building AI-enabled operating models\, guiding leadership teams through governance and risk considerations\, and identifying practical use cases that improve decision-making\, operational efficiency\, and growth. \nJim regularly advises CFOs\, COOs\, and executive leadership teams on how to responsibly adopt emerging technologies while aligning them with long-term business strategy. He is known for helping organizations move beyond isolated pilots to implement scalable AI capabilities that deliver measurable impact. \nA frequent speaker and thought leader\, Jim presents to executive audiences\, industry conferences\, and professional organizations on topics including AI strategy\, agentic systems\, automation\, and the future of enterprise operations. His presentations focus on translating complex technology into practical insights business leaders can act on. \nPrior to focusing on AI strategy\, Jim led large-scale initiatives in cloud transformation\, infrastructure modernization\, data platforms\, and enterprise automation. His background as a hands-on technologist gives him a pragmatic perspective on how innovation actually gets implemented inside organizations. \nJim began his technology career in 1998 as a Microsoft Systems Engineer and continues to work at the intersection of business strategy and emerging technology\, helping organizations build practical pathways from innovation to measurable results. \nEDUCATION \nMBA in Data Analytics from the University of Southern Indiana\nBachelor of Arts from Ambassador University \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/bosnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/bosnov2026/ LOCATION:Bentley University – La Cava Center\, Waltham (BOS)\, 175 Forest Street Third Floor Conference Room (375AB Danielson Conference Room)\, Waltham\, MA\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/BOS_NOV_2026_YM-3-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261110T080000 DTEND;TZID=America/New_York:20261110T100000 DTSTAMP:20261020T123959Z CREATED:20261015T171140Z LAST-MODIFIED:20261020T123959Z UID:10000325-1794297600-1794304800@cfoleadershipcouncil.com SUMMARY:DC Metro: Finding AI That Shows Up on the P&L: Part 2: Build and prioritize your short list DESCRIPTION:PROGRAM DESCRIPTION\nFinding AI That Shows Up on the P&L \nA two-part facilitated series for CFO Leadership Council members \nAre AI tools showing up as a line item or as a return? \nMost organizations start by asking what AI tool they should buy. We’ll start a step earlier\, with where AI actually belongs in your organization. This two-part series is built to answer that question for your organization specifically\, because the use case that transforms one company produces nothing in another. The value is in finding AI opportunities for your specific organization that produce real\, measurable ROI. \nYou’re welcome to register for either session on its own\, but the two are designed to work together. Part 1 sets up the thinking and sends you into Part 2 with the right preparation\, and Part 2 is where that thinking turns into something you can act on. We strongly encourage attending both. \nPart 1: What does an ROI-focused AI journey look like? | October 20 | 8-10 am\nWe’ll show what AI is already producing inside real organizations\, with build cost\, hours recovered\, and payback attached\, and unpack why those returns came from where the work was applied rather than which tool was purchased. You’ll leave with a practical way to think about where the return is hiding in your own operation\, and one assignment for Part 2. \nPart 2: Build and prioritize your short list | November 10 | 8-10 am\nA facilitated working session. We’ll take the friction points you bring\, test each against real impact\, fit with current systems\, and security/compliance requirements\, then size and rank them together. You’ll leave with a prioritized short list specific to your organization\, framed around outcomes you can measure in revenue generated or hard dollars saved. \n\nKEY TAKEAWAYS\n\nKey Takeaways coming soon\n\n\nSPEAKERS\nRose Fetters | Vice President of Finance | Innovative Incorporated \nShe leads finance and human resources for a growing managed services organization. With more than 15 years of experience\, she has built a career on using data and technology to streamline processes\, modernize reporting\, and help organizations work more efficiently. Rose holds a B.S. in Accounting from Lock Haven University and will complete her Master of Science in Business Analytics and AI at Villanova University in spring 2027. \nBlake Forney | Senior Accountant | Innovative Incorporated \nHe works across financial reporting\, month-end close\, and other core accounting functions. He is particularly interested in applying automation and artificial intelligence to accounting processes\, with a focus on reducing manual work and improving efficiency. In Q3 2025\, Blake was recognized as Innovative’s inaugural Innovator of the Quarter for his contributions to process improvement and innovation. He holds an MBA in Strategic Leadership and a BBA with a minor in Accounting and is currently pursuing his CPA. \nStephanie Hurd | Director of Business Development | Innovative Incorporated \nSteph is responsible for lead generation\, sales enablement\, and new business acquisition. She joined the team in 2018 and has done everything from sales to marketing. \nWith a professional background in organizational development and workforce training\, Steph helped Innovative develop a marketing strategy rooted in a mission to educate the business community on relevant technology trends and best practices. \nShe is a Certified Program Planner and Certified Contract Trainer with a Bachelor of Arts degree in letters\, arts\, and sciences. She is also a 2016 graduate of Leadership Frederick County and a 2020 graduate of Leadership Washington County.\nSteph’s favorite thing about Innovative is the people. It’s amazing the cool things a diverse team of really smart and talented people can accomplish! \nStephen Schutte | Marketing Manager | Innovative Incorporated \nStephen Schutte is the Marketing Manager at Innovative Incorporated\, where he leads marketing strategy\, brand development\, community engagement\, and growth initiatives for the Hagerstown-based technology and managed services company. \nThroughout his career\, Stephen has held senior leadership and director-level roles spanning marketing\, market development\, sales strategy\, and business growth. Prior to joining Innovative\, he served as Director of Field Marketing & Market Development for Point Broadband and previously held leadership positions with Shentel and Glo Fiber. His experience centers on connecting marketing strategy with measurable business growth\, building strong community partnerships\, and creating programs that strengthen both brand awareness and customer relationships. \nStephen is also deeply engaged in the regional business and nonprofit community. He serves on the Advisory Board of the Washington\, D.C. Chapter of the CFO Leadership Council and has held leadership and board positions with organizations including the Washington County Free Library\, Western Maryland Regional Library\, Maryland State Library Board\, Washington County Chamber of Commerce\, STAR Community Center\, and Children in Need. \nBased in Hagerstown\, Maryland\, Stephen is passionate about helping organizations grow\, strengthening the communities they serve\, and bringing people together around meaningful partnerships. \nJake Stromecki | vCTO | Innovative Incorporated \nJake Stromecki is the Virtual Chief Technology Officer (vCTO) at Innovative\, Incorporated\, advising organizations on aligning technology strategy with business goals. Drawing on over 10 years of experience implementing and optimizing enterprise business systems\, Jake specializes in translating complex operational processes into technology people actually use\, including in compliance-driven environments where security and auditability are non-negotiable. \nAI sits at the center of that work. Jake has woven AI into every phase of project delivery\, from discovery and requirements through solution design\, testing\, and documentation\, and builds AI-assisted workflows\, reusable prompt frameworks\, and agent-based automation that free teams from repetitive work. The focus is always practical: helping business leaders cut through the hype\, find where AI creates real value\, and adopt it responsibly. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/dcmnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/dcmnov2026/ LOCATION:Newmark (D.C. Metro)\, 1420 Spring Hill Road Suite 600\, McLean\, VA\, 22102\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/DCM_OCTNOV_2026_YM-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261110T081500 DTEND;TZID=America/Los_Angeles:20261110T100000 DTSTAMP:20261021T124657Z CREATED:20260921T183946Z LAST-MODIFIED:20261021T124657Z UID:10000197-1794298500-1794304800@cfoleadershipcouncil.com SUMMARY:Los Angeles: Economic Forecast for 2027 DESCRIPTION:PROGRAM DESCRIPTION\nWe are diligently compiling a detailed program description. \n\nKEY TAKEAWAYS\n\nComprehensive Key Takeaways will be added soon!\n\n\nSPEAKERS\nScott Anderson | Chief U.S. Economist | Managing Director\, BMO Capital Markets\n \nScott Anderson is BMO’s Chief U.S. Economist and Managing Director. He analyzes and forecasts U.S. national and regional economic trends\, and regularly authors reports on prominent U.S. economic issues\, monetary policy actions\, and bank lending and credit conditions. He also spearheads periodic regional outlook reports on California and other regions. \nScott has been consistently recognized as one of the Top economic forecasters in the U.S. and was named the Most Accurate Forecaster by the National Association for Business Economics for 2019. His work is widely read and cited by the financial and business communities and has appeared in numerous media outlets including the Wall Street Journal\, Financial Times\, New York Times\, Washington Post\, Bloomberg\, CNBC\, BBC\, and NPR. \nHe currently serves on the Board of Directors for the Commonwealth Club of California. He is Co-Chair of the Securities Industry and Financial Markets Association Economist Roundtable. He was appointed Chairman of the American Bankers Association Economic Advisory Committee in 2012 and has served on the Committee since 2004. In 2015\, he was appointed to the California Council of Economic Advisors. He has also been a member of Stanford’s Institute for Economic Policy Research (SEIPR) since 2012. \nPrior to joining BMO\, Scott was the Chief Economist at Bank of the West\, and prior to that\, a Senior Economist at Wells Fargo and Wells Fargo Securities. He has also held positions at Moody’s Analytics and the IMF. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/laxnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/laxnov2026/ LOCATION:RSM\, Los Angeles (LAX)\, RSM 515 South Flower St 17th Floor\, Los Angeles\, CA\, 90071\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/LAX_NOV_2026_YM-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261110T133000 DTEND;TZID=America/New_York:20261110T143000 DTSTAMP:20261019T204259Z CREATED:20261013T172714Z LAST-MODIFIED:20261019T204259Z UID:10000272-1794317400-1794321000@cfoleadershipcouncil.com SUMMARY:Mastermind Series: Career and Talent Management for CFOs DESCRIPTION:CFO Leadership Council welcomes all Council members to join our Mastermind group series! Elevate your strategic thinking and problem-solving skills through our Mastermind Groups. These members-only sessions provide a collaborative environment for peer-to-peer learning and idea exchange on specific topics of interest. \nThis meeting is for our Council Members interested in discussing Career and Talent Management. This meeting discussions could include\, but are not limited to\, an interactive dialog among peers by describing your own career journey to help others formulate a plan for their own career path. Or simply an idea exchange on any topic related to career management. This is a great opportunity to share specific challenges in a job search\, share best practices for successful interview techniques\, ideas on how to keep your own talent engaged.Topics are not limited and at the very least\, you will develop an incredible network! \nWe value your opinions and want this to be an interactive discussion among peers so we will not record any Group series meetings.  Sorry if you miss one…feel free to join the next discussion or any other Group meeting of interest. \nPlease note that sponsors cannot attend this event. The CFO Leadership Council reserves the right to decline any registration. \nFor more information about this program\, please contact Nancy Ehlers\, nancy@cfolc.com View Event Details: https://cfoleadershipcouncil.com/calendar-event/mmctmnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/mmctmnov2026/ LOCATION:ZOOM CATEGORIES:Mastermind ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/10/2026_Career__Talent_Mgmt.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261110T160000 DTEND;TZID=America/Chicago:20261110T174500 DTSTAMP:20261019T210557Z CREATED:20260924T164501Z LAST-MODIFIED:20261019T210557Z UID:10000226-1794326400-1794332700@cfoleadershipcouncil.com SUMMARY:San Antonio: AI Toolkit: Applications for Finance Executives DESCRIPTION:PROGRAM DESCRIPTION\nArtificial intelligence is reshaping how finance functions operate — from forecasting and reporting to risk management and capital allocation. Yet many CFOs and senior finance leaders face a widening gap between the pace of AI innovation and their organization’s ability to evaluate\, adopt\, and govern it responsibly. \nAI Toolkit: Applications for Finance Leaders is a practical\, executive-level program designed to close that gap. Rather than offering abstract theory\, this program equips finance leaders with a working toolkit — frameworks\, use cases\, and hands-on exposure to AI applications — that can be applied directly to core finance functions: FP&A\, treasury\, controllership\, audit\, and investor relations. \nParticipants will explore how leading finance organizations are using AI to accelerate close cycles\, improve forecast accuracy\, automate compliance and controls\, and generate deeper strategic insight from financial data. The program also addresses the leadership dimension of AI adoption: how to build organizational readiness\, manage change\, evaluate vendor and build-vs-buy decisions\, and establish governance and risk guardrails appropriate for a finance function. \nDelivered through a mix of case studies\, live demonstrations\, and interactive exercises\, the program is designed for leaders who need to make confident\, informed decisions about AI investment and implementation — without needing to become technologists themselves.\nWho should attend: CFOs\, VPs of Finance\, Controllers\, Treasurers\, FP&A leaders\, and other senior finance executives responsible for technology strategy\, transformation\, or team capability building. \n\nKEY TAKEAWAYS\n\nSpeak the language of AI with confidence — understand core concepts (machine learning\, generative AI\, agentic AI\, LLMs) well enough to evaluate vendor claims and lead informed conversations with technical teams.\nIdentify high-value use cases — map specific AI applications to finance workflows such as forecasting\, variance analysis\, reconciliation\, cash flow management\, and financial reporting.\nEvaluate build-vs-buy and vendor options — apply a practical framework for assessing AI tools and platforms against cost\, risk\, integration complexity\, and strategic fit.\nBuild a governance and risk framework — establish controls for data privacy\, model accuracy\, auditability\, and regulatory compliance appropriate to finance data.\nLead organizational change — develop a roadmap for upskilling teams\, managing adoption resistance\, and redefining roles as AI takes on routine analytical work.\nQuantify ROI and business impact — construct a business case for AI investment that resonates with the board and other executive stakeholders.\nAnticipate what’s next — understand emerging trends (agentic finance workflows\, autonomous reporting\, AI-augmented decision-making) and how to position the finance function for continued disruption.\n\n\nSPEAKERS\nModerator: Chad Macy | President | HT Group\n\nChad Macy brings 30 years of experience advising executives and facilitating strategic transformation across organizations of all sizes. His areas of specialization include business strategy\, organizational change management\, and leading high-impact leadership meetings\, executive retreats\, and organizational planning sessions that drive clarity\, alignment\, and results.\nChad is a trusted advisor to C-level leaders and boards\, known for his ability to create space for honest dialogue while navigating complex business\, operational\, and technology challenges. He has delivered leadership and consulting engagements to more than 200 organizations — including the NFL\, Dell\, USAA\, City of Austin\, UTSA\, TASB\, TMPA\, and Tokyo Electron — helping executive teams work through critical decisions around structure\, strategy\, and change. \nDeeply embedded in the Austin executive ecosystem\, Chad serves on the MIS Advisory and Steering Committees at UT Austin’s McCombs School of Business\, chairs the Advisory Board for InnoTech Austin and the SIM IT Executive of the Year Awards\, and is an active member of Financial Executives International (FEI). He also leads several executive-focused series\, including the C-Suite Women of IT Dinner Series\, the Women of Finance Dinner Series\, and a Strategic Lunch & Learn Series for Austin-area leaders.\nChad’s facilitation approach combines strategic insight\, operational grounding\, and an engaging\, calm\, collaborative presence that helps leadership teams move from complexity to clarity. \nJandir Matos | Senior Economist at Scaleworks and VP of Finance & CS | Centage\n\nEconomist-by-training operator\, currently Senior Economist at Scaleworks and VP of Finance & CS at Centage (both since March 2025)\, leading finance\, ops\, and a CS transformation built around AI. Previously VP of Finance at Full Circle Insights and an investment analysis professor at Tecnológico de Monterrey for over a decade\, where he also earned his econ and finance degrees. Based in San Antonio. \nAdam Young | CFO | DOCUmation \nAdam Young started at DOCUmation as the Director of Finance in 2019 and was promoted to Chief Financial Officer in 2021. Adam oversees the accounting and finance functions of the company including field administration\, insurance\, and shareholder relations\, along with oversight of HR and employee relations. Adam is originally from Amarillo\, Texas and is now located in San Antonio\, Texas working at the DOCUmation headquarters. \nAdam started his career at PwC within the Assurance practice focusing on audits of privatively held companies. Adam left PwC as a Senior Manager to join Documation in 2019. Adam brings a forward-thinking approach to financial leadership at DOCUmation. With a strong focus on operational efficiency\, he has led transformative initiatives within the finance department\, streamlining processes and improving performance across multiple areas of the business. His leadership extends beyond finance\, fostering a collaborative and high-performing team culture that values accountability\, communication\, and innovation. \nAdam earned both\, a Bachelor’s degree in Accounting and a Master’s degree in finance from Texas A&M University. Adam is also a Certified Public Accountant in Texas. When he is not working\, Adam enjoys spending time with is nieces and nephews as well as traveling the world with his wife\, Jamie. He is also a member and Co-Chair of the Advisory Board for the San Antonio Chapter of the CFO Leadership Council. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/satnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/satnov2026/ LOCATION:City View\, San Antonio (SAT)\, 10999 IH-10 Floor 1\, Conference Room A\, San Antonio\, TX\, 78230\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/SAT-NOV-2026-4.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261111T073000 DTEND;TZID=America/Chicago:20261111T094500 DTSTAMP:20261022T141552Z CREATED:20260918T162936Z LAST-MODIFIED:20261022T141552Z UID:10000154-1794382200-1794390300@cfoleadershipcouncil.com SUMMARY:Austin: Comprehensive M&A Strategy for CFOs: From Preparation to Execution DESCRIPTION:PROGRAM DESCRIPTION\nThis comprehensive program offers CFOs an in-depth understanding of the merger and acquisition journey\, encompassing financial optimization\, due diligence readiness\, and strategic planning. \nParticipants will gain insights into enhancing company value\, thorough preparation for due diligence\, and crafting effective engagement strategies with potential buyers or merger partners. Covering key phases of M&A\, from initial preparation and valuation enhancement to navigating negotiations and post-merger integration\, the program is divided into three focused modules: maximizing value\, due diligence\, and offer response. These modules\, although not included in the course book\, are available upon request. \n\nKEY TAKEAWAYS\n\nDevelop a robust understanding of financial strategies to enhance company valuation ahead of M&A activities.\nGain insights into preparing comprehensive\, transparent\, and up-to-date financial documentation essential for smooth due diligence.\nLearn how to retain key talent during the tumultuous period of M&A to ensure business continuity.\nMaster strategic planning techniques to effectively respond to unsolicited offers and align M&A activities with long-term business goals.\nUnderstand the legal\, regulatory\, and strategic frameworks necessary to navigate through an M&A transaction successfully.\n\n\nSPEAKERS\nAmy Acosta | Founder | Lighthouse Consulting ATX\n \nAmy Acosta is a seasoned software executive and CFO with more than 25 years of experience driving financial performance\, operational excellence\, and enterprise value across vertical and enterprise software\, technology\, and financial services. She partners with owners and leadership teams to scale businesses\, accelerate growth\, improve customer retention\, and strengthen profitability through data-driven strategy\, innovation\, and automation. \nAmy currently serves as CFO of Practice Better\, a practice management EHR platform for wellness professionals. Her previous CFO roles include Sentrics\, Grace Hill\, and KASASA. Throughout her career\, she has led fundraising\, M&A\, and business transformation initiatives\, with a focus on aligning financial strategy\, technology\, and operations to drive sustainable growth. \nA Certified Public Accountant\, Amy holds both a bachelor’s and master’s degree in accounting from The University of Texas at Austin. She lives in Marble Falls\, Texas\, with her family and enjoys adventure\, near and far. \nAndy Robinson | Principal\, Transaction Advisory Services – Financial | BDO USA\n \nAndy Robinson is a Principal in BDO’s Transaction Advisory Services – Financial practice\, with more than 25 years of experience in mergers and acquisitions. He has advised clients on acquisitions and divestitures across a wide range of transactions\, with experience supporting both corporate and private equity clients. \nPrior to joining BDO in 2020\, Andy spent more than eight years with a Big Four firm in Texas\, where he led domestic\, international\, and cross-border transactions ranging from $5 million to several billion dollars. He also brings more than 10 years of investment banking and business recovery experience\, giving him a broad perspective on both buy- and sell-side transactions. \nAndy supports clients throughout the M&A lifecycle\, including transaction structuring\, financial due diligence\, purchase negotiation support\, purchase price disputes\, and post-close integration. His industry experience spans manufacturing and distribution\, aerospace and defense\, technology and infrastructure\, consumer and retail\, as well as energy and renewables. \nTodd Wilson | Finance and Operations Executive | Pinnacle Texas\n \nTodd Wilson is an accomplished finance and operations executive with extensive experience driving business growth\, strategic execution\, and performance improvement across organizations ranging from high-growth companies to Fortune 500 enterprises. His diverse industry background spans private equity\, construction\, real estate\, consumer finance\, manufacturing\, distribution\, and pharmaceuticals. \nCurrently\, Todd provides consulting services in finance\, operations\, and mergers and acquisitions (M&A)\, helping businesses navigate complex challenges\, improve performance\, and unlock strategic value. His work includes leading business turnarounds\, strengthening financial and operational foundations\, and developing strategic transaction opportunities. In one recent engagement\, Todd helped turn around a company facing near insolvency and is now supporting a minority recapitalization and the spinout of a proprietary technology developed by the business. \nThroughout his career\, Todd has focused on business strategy\, financial management\, operational excellence\, and value creation. His expertise includes P&L management\, corporate finance\, financial planning and forecasting\, profitability optimization\, working capital management\, and M&A strategy and execution. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/ausnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/ausnov2026/ LOCATION:Indeed Tower – Vinson & Elkins Offices\, Austin (AUS)\, 200 W 6th St Ste 2500\, Austin\, TX\, 78701\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/AUS-NOV-2026-4.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261112T073000 DTEND;TZID=America/Chicago:20261112T093000 DTSTAMP:20261020T060814Z CREATED:20260917T230255Z LAST-MODIFIED:20261020T060814Z UID:10000120-1794468600-1794475800@cfoleadershipcouncil.com SUMMARY:Minneapolis: Tax Update for CFOs DESCRIPTION:PROGRAM DESCRIPTION\nToday’s finance leaders are making critical decisions in an environment marked by economic uncertainty\, evolving tax legislation\, and rapidly changing domestic and global policies. From inflation and interest rates to shifting regulatory priorities and international developments\, CFOs must stay ahead of the issues that can significantly impact their organizations. \nJoin our panel of tax professionals for a timely discussion on the latest legislative activity from Capitol Hill and the tax developments shaping business strategy. You’ll gain practical insights into federal\, state and local\, and international tax issues\, along with key considerations for year-end planning and preparing for 2027. Whether you’re focused on managing cash flow\, reducing tax exposure\, or navigating an increasingly complex tax landscape\, this session will provide valuable guidance for informed decision-making. \n\nKEY TAKEAWAYS\n\nUnderstand the latest federal tax policy developments and legislative priorities impacting businesses.\nIdentify recent federal\, state\, local\, and international tax law changes that may affect your organization.\nLearn practical year-end and 2027 tax planning strategies to optimize cash flow\, minimize tax liabilities\, and manage risk.\nStay current on emerging state and international tax trends to help your organization remain compliant and strategically positioned.\n\n\nSPEAKERS\nAndrew Capistrant | Partner\, Tax Services | RSM US LLP\n \nAndy has more than 32 years of experience with the firm\, dividing his practice between privately held companies and their owners and private equity relationships. As a tax partner\, he advises clients at every stage of the business life cycle\, from formation through exit. He maintains a deep focus on evolving federal and state tax legislation and on the planning strategies that help clients preserve and build value. \nHis industry experience spans professional services firms—including law\, architecture and engineering practices—as well as travel services\, franchisors\, and manufacturers. Andy’s experience includes: \n\nComplex partnership matters\, including specialized allocations\, basis step-up calculations and\nallocations\, and Section 704(c) allocations\nAdvising clients on the acquisition\, sale and restructuring of their businesses\nTax planning and compliance for ESOP-owned businesses\nProfessional affiliations and credentials\nAmerican Institute of Certified Public Accountants\nMinnesota Society of Certified Public Accountants\nEducation\nMaster of Science\, business taxation\, University of Minnesota\, Carlson School of Business\nBachelor of Science\, business\, University of Minnesota\, Carlson School of Business\n\n\nDave Kautter | Partner\, Tax Advisory Services Leader\, Tax Policy Leader | RSM US LLP\n \nDave Kautter is RSM’s Tax Advisory Services Leader and the firm’s Tax Policy Leader. In addition\, he leads RSM’s Federal Tax Advisory Service Line. Dave is actively involved in thought leadership\, webcasts\, and strategic opportunities for business development. \nKautter returned to RSM in July 2021 after serving the U.S. Department of the Treasury as its assistant secretary for tax policy from 2017 to 2021. As the Treasury Department’s top tax policy official\, he was instrumental in designing and implementing the Tax Cuts and Jobs Act of 2017 (TCJA). He also served as acting commissioner of the Internal Revenue Service from 2017 to 2018\, making him the only person ever to serve simultaneously as the Treasury Department’s assistant secretary for tax policy and the acting commissioner of the IRS. \nDuring Kautter’s time at the Treasury Department\, he was the senior government official responsible for implementation of the TCJA. As part of that effort\, his responsibilities included updating all individual and business federal tax forms\, instructions\, and publications; reprograming of all IRS internal and public technology systems; and the issuance of guidance needed to implement the legislation. Over 530 pieces of administrative guidance were issued to implement the TCJA while he was assistant secretary. Kautter also served as a senior advisor to Treasury Secretary Steven Mnuchin on tax policies in response to the coronavirus pandemic and was the senior government official charged with implementing tax provisions of the Families First Coronavirus Relief Act (FFCRA) and the Coronavirus Aid\, Relief and Economic Security (CARES) Act\, including issuance of the first two rounds of economic\nimpact payments. For his service to the Treasury Department\, he received its highest honor\, the Alexander Hamilton\nAward. \nKautter first came to RSM in 2014 as partner-in-charge of Washington National Tax. As that practice’s strategic and operational leader\, he cultivated a proactive\, client-oriented approach based on deep technical knowledge\, standardized business processes and continuous sharing of technical tax\ndevelopments. \nBefore joining RSM the first time\, Kautter was the managing director of the Kogod Tax Center at American University\, a nonpartisan research institute focused on tax issues affecting small businesses\, entrepreneurs\, and middle-income taxpayers. In addition\, he served as executive in residence in the department of accounting and taxation at the Kogod School of Business. \nPrior to that\, he was the director of national tax and the national director for human resource services consulting for a Big Four accounting firm\, where he was also the lead specialist in the taxation of compensation and benefits for more than 20 years. He has advised a wide range of clients\, from Fortune 100 companies to small start-ups\, on a broad range of tax matters. He also has assisted clients with monitoring\, interpreting\, and participating in the federal legislative and regulatory process. Kautter has testified before Congress on numerous occasions and served as tax legislative counsel to a member of the Senate Finance Committee early in his career.\nProfessional affiliations and credentials \n\n\n\nAmerican Institute of Public Accountants\nDistrict of Columbia Bar and American Bar Associations\nFellow\, American College of Employee Benefits Counsel\nTax Analysts: Member\, Board of Directors\nEducation\nJuris Doctor\, Georgetown University\nBachelor of Business Administration\, University of Notre Dame (with high honors)\n\n\n\n\nRafi Mottahedeh | Shareholder & Co-Chair of Tax Practice | Winthrop & Weinstine\n \nTax laws are inherently complex and nuanced\, and finding the right solution for a client is often a marathon and not a sprint. As an endurance athlete\, however\, this complexity and the need to “dig deep” is tremendously satisfying. One aspect of my role as an advisor that I enjoy the most is being able to distill these complexities into concise and actionable steps for the clients I serve. \nWhen connecting with my clients\, I appreciate being able to draw on my time spent in-house as tax counsel at a major U.S. multinational company. I understand both sides of the coin and am intimately familiar with the impacts of tax advice on the bottom line. Tax attorneys are business partners to their clients\, and they must understand their clients’ businesses in\nintricate detail. This level of understanding allows me to seamlessly integrate with the businesses I serve and to provide value-added advice to help drive results. \nPrior to joining Winthrop & Weinstine\, I worked at a large international law firm and later worked as tax counsel at a major U.S. multinational company. I maintain an active pro bono practice. Outside of work\, I am an avid marathon runner and triathlete. \nJoel Peters-Fransen | Shareholder & Co-Chair of Tax Practice | Winthrop & Weinstine\n \nFor me\, practicing tax law occupies a sweet spot that combines a high degree of analytical precision and substantial room for creativity and outside-the-box thinking to achieve a client’s business goals. To practice tax law well\, a complete understanding of a client’s business objectives and the economic deal at the heart of a transaction are essential\, so it also requires a high degree of curiosity and an ability to speak plainly (in a jargon-free manner) with clients. As with most tax lawyers\, I feel very lucky to be able to work in an area that is both intellectually satisfying and also produces measurable value for clients. \nTax law also provides me with tremendous opportunities to collaborate. I regularly interact with business stakeholders\, executives and leaders\, as well as attorneys\, accountants\, and other advisors\, so much so that I often feel like part of my clients’ teams. It’s a role I understand well\, having previously worked as a tax counsel at a major U.S. multinational company. I’m able to leverage my past\, first-hand experience advising on complex internal restructurings\, tax planning projects\, and a wide variety of U.S. and non-U.S. tax issues arising from complex international business transactions\, to bring value and help drive decision making for my clients. \nOutside the office\, I am an aspiring multi-instrumentalist (piano\, guitar\, bass)\, very amateur marathon and triathlon competitor\, and involved parent to four children. \n\nAmy Valentine | Partner\, Tax Services | RSM US LLP\n \nAmy is a partner in the international tax services practice. She focuses on advising clients on a wide range of international tax matters. Specific services she provides include foreign tax credit planning\, global structuring\, treaty analysis\, repatriation planning\, Subpart F planning and export incentive strategies. \nAmy works closely with large multinational companies to develop a global expansion strategy\, ensure global compliance\, streamline processes and identify global tax planning opportunities. She was the firm’s national leader for the Section 965 Transition Tax and has experience helping clients navigate the international provisions of the Tax Cuts and Jobs Act. Amy began her career with RSM in 2007\, at which time she joined the international tax services practice. She assists multinational clients in the manufacturing\, wholesale distribution\, construction\, real estate and services industries. \nProfessional affiliations and credentials \n\n\n\nCertified public accountant\, Minnesota\nAmerican Institute of Certified Public Accountants\nMinnesota Society of Certified Public Accountants\nEducation\nMaster of Business Taxation\, Carlson School of Management\, University of Minnesota\, Minneapolis\, Minnesota\nBachelor of Arts\, accountancy and business administration\, Augustana University\, Sioux Falls\, South Dakota\n\n\n\n\nJoe Wessbecker | Partner\, Tax Services | RSM US LLP\n \nJoe leads RSM’s Minneapolis state and local tax (SALT) practice and is the firm’s SALT leader for the industrial products industry practice. He provides clients with strategic SALT planning for various state tax matters\, including income\, franchise\, credits and incentives\, sales and use\, and other transaction-based\nmatters. \nJoe’s knowledge includes state income tax and sales and use tax audit defense and appeal representation\, leading regional efforts to identify and implement refund opportunities\, multistate\ntransaction structuring and planning\, due diligence related to acquisitions and dispositions\, managing the state income tax compliance process for complex multinational corporations\, and individual income tax residency. He regularly advises clients on unitary issues\, business and nonbusiness income determinations\, nexus studies and voluntary disclosure agreements\, and payroll taxes. Joe has presented on a variety of these state and local tax topics. \nPrior to joining RSM\, Joe was a tax manager with a Big Four accounting firm\, focusing on state income and franchise taxation. In that role\, he also managed the firm’s Minnesota and North Dakota help desk\, serving as an internal and client reference for technical and controversy matters involving those states. \nProfessional affiliations and credentials \n\n\n\nCertified public accountant\, Minnesota\nAmerican Institute of Certified Public Accountants\nMinnesota Society of Certified Public Accountants\nState Bar of Minnesota\nEducation\nJuris Doctor\, University of Wisconsin Law School\, Madison\, Wisconsin\nBachelor of Arts\, accounting\, Augsburg College\, Minneapolis\, Minnesota\n\n\n\n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/mspnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/mspnov2026/ LOCATION:RSM\, Minneapolis (MSP)\, 801 Nicollet Mall Suite 1200\, Minneapolis\, MN\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/MSP-NOV-2026-YM-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261112T080000 DTEND;TZID=America/New_York:20261112T100000 DTSTAMP:20261020T060207Z CREATED:20260918T102329Z LAST-MODIFIED:20261020T060207Z UID:10000138-1794470400-1794477600@cfoleadershipcouncil.com SUMMARY:Indianapolis: Mastering the Boardroom: Presentation Skills for CFOs DESCRIPTION:PROGRAM DESCRIPTION\nThis program is designed to equip CFOs with the necessary skills to deliver compelling and strategic presentations to board members. Traditionally valued for their expertise in audit committees\, CFOs are now recognized for their comprehensive skill sets\, making them pivotal in strategic decision-making. This session covers everything from understanding the board’s composition and expectations to crafting persuasive narratives and managing presentation dynamics. Participants will learn to define clear objectives\, engage in interactive discussions\, and effectively summarize key takeaways\, ensuring their presentations resonate with the board and drive meaningful actions. \n\nKEY TAKEAWAYS\n\nDevelop a deep understanding of the board’s composition and tailor presentations to meet their financial literacy and strategic interests.\nCraft clear\, compelling narratives that effectively communicate financial insights and strategic implications\nUtilize visuals effectively to highlight key points\, making complex information easily digestible.\nAnticipate and address potential questions\, demonstrating thorough preparation and expertise\nManage presentation time efficiently to cover all critical points without overwhelming the board.\n\n\nSPEAKERS\nJoDee Curtis | CSP\, SHRM-SCP\, CPA | Purple Ink\n \nJoDee Curtis\, CSP\, SHRM-SCP\, CPA\, offers a distinctive background with over 30 years of experience as a CPA\, Chief Financial Officer\, and Vice President of Human Resources. She is passionate about helping organizations and individuals discover their talents\, do more of what they do best\, and find joy in their work. This is evident through her creation of the JoyPowered®️ philosophy\, which has resulted in the JoyPowered®️book series and popular JoyPowered®️ Workspace Podcast. Always striving for personal growth\, JoDee has obtained numerous certifications including Gallup Certified Strengths Coach and SHRM Senior Certified Professional. She is a Certified Speaking Professional (CSP)\, a distinction held by fewer than 700 active speakers worldwide. She is a member of the FORUM Credit Union League Board\, a board member for Options Schools and St. Gianna’s Families\, the Bryn Raimann Foundation\, and a committee chair for the Executive Women in Finance. \nRaul Zavaleta | Board Member and Business Advisor\n \nRaul Zavaleta is an entrepreneur and advisor with more than 35 years of international experience building and scaling science-driven businesses. He began his career at Quest Diagnostics and later co-founded SciCor\, Inc. (now Covance/LabCorp)\, leading its expansion across Europe and Asia. Raul has since founded\, led\, and advised multiple technology and life-science companies through successful exits\, including serving as CEO and now a board member of Indigo BioAutomation. \nToday\, Raul is a partner at Cogent Scientific\, where he works with emerging research\, technology\, and AI-focused companies on strategy\, operations\, and commercialization. He has also contributed to civic and community leadership through board service with the United Way of Central Indiana\, Indiana Sports Corp\, Marian University’s Board of Trustees\, and the Indianapolis Chamber of Commerce. \nRaul holds a B.S. in Chemical Engineering from UCLA and an Honorary Doctorate from Marian University. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/indnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/indnov2026/ LOCATION:FORUM Credit Union Corporate Offices\, Fishers (IND)\, 11313 USA Parkway Suite 2600\, Fishers\, IN\, 46037\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/IND-NOV-2026-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261112T163000 DTEND;TZID=America/New_York:20261112T183000 DTSTAMP:20261020T140830Z CREATED:20260917T120100Z LAST-MODIFIED:20261020T140830Z UID:10000104-1794501000-1794508200@cfoleadershipcouncil.com SUMMARY:Jacksonville: Post-Election Market Economic Outlook DESCRIPTION:PROGRAM DESCRIPTION\nToday’s CFOs are expected to provide more than accurate forecasts. They’re expected to anticipate disruption and advise their boards on the strategic implications of an evolving economy. \nWith the midterm elections just behind us\, the political and policy landscape is coming into sharper focus\, and so are its consequences for business. This high-level discussion features respected banking executives and economic leaders sharing their perspectives on the trends that will shape business decisions in 2027. Explore the outlook for interest rates\, financing\, inflation\, labor markets\, capital investment\, M&A\, and geopolitical developments\, along with what the new balance of power in Washington could mean for tax policy\, trade and tariffs\, regulation\, and fiscal priorities. Gain actionable insights to strengthen your organization’s financial strategy. \nBring your toughest questions. This interactive discussion is designed to help CFOs pressure-test their assumptions\, validate their strategic plans\, and gain insights from financial leaders who are seeing market trends unfold in real time. \n\nKEY TAKEAWAYS\n\nUnderstand the economic and policy forces shaping 2027 business decisions in the wake of the midterms.\nAssess how election outcomes may influence tax\, trade\, regulatory\, and fiscal policy.\nIdentify the risks and opportunities ahead.\nPrepare for changes in capital markets and financing conditions.\nStrengthen strategic planning and forecasting with a fresh look at your 2027 assumptions.\nMake more informed decisions in an uncertain environment.\n\n\nSPEAKERS\nAbel Harding | Senior Economic and Market Analyst | Pinnacle Financial Partners \nAbel Harding is a financial advisor and area manager with Pinnacle Financial Partners. Harding has three decades of experience in retail\, private banking\, corporate training\, and commercial/middle market. In addition to his financial services experience\, Harding previously worked as an award-winning journalist covering politics and business\, and served as the director of communications for the City of Jacksonville. \nA 7th generation Floridan\, Harding is active in the Jacksonville community and has served on the boards of numerous nonprofits\, including as treasurer of the Jacksonville Humane Society and chair of the Cultural Council of Greater Jacksonville. He is a past board member of the Jacksonville Transportation Authority and the Jacksonville Planning Commission. \nHarding currently serves as chair of JAX USA Partnership\, the economic development arm of JAX Chamber. Harding also serves as vice chair of the board of trustees at the Cummer Museum of Arts & Gardens and on the advisory board of St. Mary’s Episcopal Church. \nMac Johnston | Senior Economic and Market Analyst | Pinnacle Financial Partners \nMac Johnston serves as the senior economic and market analyst for Pinnacle Financial Partners\, where he is responsible for economic forecasting and investment risk management. He also serves as senior portfolio manager of Pinnacle Wealth Advisors\, an SEC registered investment advisory firm\, where he is responsible for asset allocation\, security selection and portfolio construction. \nJohnston came to Pinnacle from Morgan Stanley\, where he served as first vice president with responsibility for designing portfolio strategies for high net worth individuals and institutions. Prior to Morgan Stanley\, Johnston’s career included 13 years at PaineWebber\, Inc.\, where he held a variety of positions including vice president of investments. He worked extensively in the PaineWebber Private Client Group\, and capital markets group. \nJohnston holds a bachelor’s degree in marketing from Southern Methodist University and a master’s in finance from Columbia University. \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/jaxnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/jaxnov2026/ LOCATION:Pinnacle Financial Partners\, Jacksonville (JAX)\, 501 Riverside Ave\, Ste 116\, Jacksonville\, FL\, 32202\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/JAX-NOV-2026-6.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261112T163000 DTEND;TZID=America/Los_Angeles:20261112T183000 DTSTAMP:20261021T124616Z CREATED:20260925T160855Z LAST-MODIFIED:20261021T124616Z UID:10000235-1794501000-1794508200@cfoleadershipcouncil.com SUMMARY:San Francisco: Data\, Systems & Security: The CFO's Digital Playbook DESCRIPTION:PROGRAM DESCRIPTION\nFinance now sits at the center of data strategy\, technology investment\, and cyber risk. This session gives you a practical playbook for evaluating systems\, protecting sensitive financial data\, and turning analytics into faster\, sharper decisions. We will focus on where CFOs add the most value in the digital agenda. \n\nKEY TAKEAWAYS\n\nEvaluate finance technology and automation investments against real business outcomes.\nAssess cybersecurity risks and understand the CFO’s role in mitigating them.\nUse data and analytics to strengthen forecasting\, reporting\, and strategic decisions.\n\n\nSPEAKERS\nSpeakers will be announced soon! \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/sfonov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/sfonov2026/ LOCATION:Robert Half | Protiviti\, San Francisco (SFO)\, 50 California Street\, San Francisco\, CA\, 94111\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/SFO_NOV_2026_YM-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20261112T170000 DTEND;TZID=America/Chicago:20261112T190000 DTSTAMP:20261022T201044Z CREATED:20260914T174617Z LAST-MODIFIED:20261022T201044Z UID:10000007-1794502800-1794510000@cfoleadershipcouncil.com SUMMARY:Kansas City: Networking and Cocktails DESCRIPTION:NETWORKING & CONNECTION\nJoin us for networking\, cocktails and conversation with your peers! Connect with some of the best financial leaders in your area! \n\nBuild your professional network and meet new people.\nCompare notes and gain insights with your peers.\nPlus enjoy yourself in a friendly setting hosted by the Kansas City Chapter Advisory Board!\n\n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/kcmnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/kcmnov2026/ LOCATION:Prime Social Rooftop\, Kansas City (KCM)\, 4622 Pennsylvania Ave #1600\, Kansas City\, MO\, 64112\, United States CATEGORIES:In-Person Chapter Networking Social ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/KCM-NOV-2026-4.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261113T120000 DTEND;TZID=America/New_York:20261113T124500 DTSTAMP:20261022T210403Z CREATED:20261013T140049Z LAST-MODIFIED:20261022T210403Z UID:10000263-1794571200-1794573900@cfoleadershipcouncil.com SUMMARY:Tech Spotlight: The AI Era of AP: Why Confidence Comes Before Scale DESCRIPTION:PROGRAM DESCRIPTION\nAI is changing accounts payable fast. But adopting more AI isn’t the goal. Knowing where you can trust it is. \nIn this Tech Spotlight\, you’ll explore where AI is delivering reliable value in AP today\, from invoice capture and PO matching to duplicate detection and anomaly flagging. You’ll learn where automation makes sense\, where human judgment still matters\, and what to look for when evaluating AI for transparency\, security\, compliance and control. \nYou’ll also see these concepts in action through a live Tipalti demo\, including how AI-driven automation can work alongside audit trails and approval checkpoints while keeping you and your team in control. Bring your questions! \n\nLEARNING OBJECTIVES\n– Identify where AI can reliably add value in AP and where human judgment still matters.\n– Evaluate AI solutions for transparency\, security\, compliance\, data quality and control.\n– See how AI\, audit trails and approval checkpoints can work together to increase efficiency without adding unnecessary risk \n\nSPEAKERS\nComing soon! \n\nSPONSOR PARTNERS\nWe are honored to collaborate with Tipalti on this webinar. If interested in learning more\, visit https://tipalti.com/ View Event Details: https://cfoleadershipcouncil.com/calendar-event/tech-spotlight-the-ai-era-of-ap-why-confidence-comes-before-scale/ URL:https://cfoleadershipcouncil.com/calendar-event/tech-spotlight-the-ai-era-of-ap-why-confidence-comes-before-scale/ LOCATION:GoTo Webinar CATEGORIES:National Event,Webinar ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/10/tech-spotlight.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20261117T080000 DTEND;TZID=America/New_York:20261117T100000 DTSTAMP:20261022T144630Z CREATED:20260921T151550Z LAST-MODIFIED:20261022T144630Z UID:10000183-1794902400-1794909600@cfoleadershipcouncil.com SUMMARY:Columbus: Tech Stack Playbook: Implementation\, Integrating AI\, and Overcoming Inefficiencies DESCRIPTION:PROGRAM DESCRIPTION\nBuilding a resilient finance department requires more than just buying the latest software\, it demands a cohesive digital ecosystem. This panel outlines a practical playbook for modernizing your tech stack\, seamlessly integrating AI tools\, and eliminating costly process bottlenecks. \n\nKEY TAKEAWAYS\n\nFind where your finance team’s time actually goes before you shop\nSeparate AI that works from AI hype\, and understand the landscape of tools available\nAvoid the implementation surprises that blow up timelines and budgets\nLearn how AI is dramatically changing the pace of this process\nDecide how to sequence the change\, and who is responsible\n\n\nSPEAKERS\nSpeakers will be announced soon! \n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members\, sponsors\, and special guests. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/colnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/colnov2026/ LOCATION:Clark Schaefer Hackett\, Columbus (COL)\, 4449 Easton Way\, Suite 400\, Columbus\, OH\, 43219\, United States CATEGORIES:In-Person Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/COL_NOV_2026_YM-2.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20261117T113000 DTEND;TZID=America/Phoenix:20261117T123000 DTSTAMP:20261020T062736Z CREATED:20260918T124657Z LAST-MODIFIED:20261020T062736Z UID:10000146-1794915000-1794918600@cfoleadershipcouncil.com SUMMARY:Phoenix: Lean in for Lunch DESCRIPTION:PROGRAM DESCRIPTION\nAn hour with your local chapter’s brain trust—A virtual get together designed to sharpen your thinking\, expand your perspective\, and strengthen the relationships that make this community so valuable. \nStep out of the day‑to‑day and into a conversation with peers who understand the pressures\, tradeoffs\, and realities you’re navigating. \nSet on the Zoom platform\, each session gives you space to discuss current events shaping your decisions or to bring a challenge you’re facing and tap into the group’s collective problem‑solving power. \nThis is where insight becomes actionable. Where someone else’s experience becomes your shortcut. Where you’re reminded that you don’t have to lead in isolation. \nThese virtual lunches complement your in‑person meetings by keeping you connected between programs—offering an additional touchpoint to learn from one another\, build trust\, and deepen the value you receive from your local community. \nIt’s one hour that consistently pays dividends in clarity\, confidence\, and connection. \n\nKEY TAKEAWAYS\n\nGain Fresh Perspectives on Current Challenges\nStep away from the day-to-day and gain practical insights from peers navigating similar business pressures\, decisions\, and tradeoffs.\nTurn Peer Experience into Actionable Solutions\nBring a real challenge to the conversation\, tap into the collective brain trust\, and leave with ideas\, perspectives\, and approaches you can put to work.\nStrengthen Connections Beyond In-Person Events\nBuild trust and deepen relationships with fellow finance leaders through meaningful conversations that keep your local CFO community connected between programs.\n\n\nEVENT POLICIES AND RESOURCES\nPlease visit our Events Policies and Resources page for information about chapter leadership\, support\, CPE\, attendance\, cancelations and more. \n\nSPONSOR PARTNERS\nThank you to our valued Sponsor Partners.  This event is open to members and sponsors. \n \n  View Event Details: https://cfoleadershipcouncil.com/calendar-event/phxnov2026/ URL:https://cfoleadershipcouncil.com/calendar-event/phxnov2026/ LOCATION:ZOOM CATEGORIES:Virtual Chapter Program ATTACH;FMTTYPE=image/png:https://cfoleadershipcouncil.com/wp-content/uploads/2026/09/PHX_NOV_2026_YM-1.png END:VEVENT END:VCALENDAR