FALL 2025

Agenda

October 6-8, 2025

Monday, October 6

1:30 – 3:00 pm CT

PRE-EVENT WORKSHOP

$95/ticket
Exclusive to Conference attendees only. Registration link will be sent in your registration confirmation.

More Success, Less Stress

Andy Core, Ph.D. – Resiliency Author/Speaker/Researcher

Today’s CFOs are grappling with unprecedented change and uncertainty. The silver lining is, you don’t need to change your entire life to be more successful under stress. But you do have to change your day. After participating in this program, you will walk away with daily action items that can help you envision a brighter future, see the best in others, and recognize the best in yourself. 

Specifically, you will: 

  • Uncover the top three resiliency-based methods to inspire yourself and others at work. 
  • Learn techniques for maintaining physical and emotional energy during challenging conditions. 
  • Clarify realistic strategies for preserving balance in your personal life. 
  • Apply the 4 mantras of highly resilient people. 
  • Solve the “Why don’t I do what I should?” puzzle in a practical way  

4:00 – 5:30 pm CT

AUSTIN ADVENTURE

Details will be sent in your conference registration confirmation.

The CFO Challenge: A High-Impact Networking Experience

Strategy, Teamwork and a Little Texas Grit — Add this high-energy, interactive experience to your conference experience!

Ready to connect with fellow CFOs in a fresh, memorable way? The CFO Challenge is a fast-paced team competition. In just 90 minutes, you’ll tackle a series of light physical and mental challenges—each cleverly tied to the CFO mindset—while exploring a little bit of downtown Austin.

You’ll be grouped with fellow attendees against your peers in challenges like:

  • The Bull Market Balance relay
  • A Texas-style boot toss
  • A rapid-fire budget balancing game
  • And more—each one sparking collaboration and laughter along the way


Teams will race to collect clues and puzzle pieces before reconvening to complete a final task. It’s a fun, fast-moving experience designed to build new relationships, spark strategic thinking and get you energized for the full conference.

6:00 – 7:30 pm CT

Registration, Welcome Reception, & Exhibit Hall Open

Tuesday, October 7

8:00 – 9:00 am CT

Registration & Networking Breakfast

9:00 – 9:10 am CT

Opening Remarks

Jack McCullough, President, CFO Leadership Council

9:10 – 10:00 am CT

KEYNOTE

Ignite Your Leadership Potential

Oakland McCulloch, LTC Oakland McCullough, (Ret), U.S. Army 

Great leaders aren’t born—they’re built through purpose, service and relentless self-awareness. In this energizing opening keynote, LTC Oakland McCulloch (Ret.), a decorated U.S. Army officer and author of Your Leadership Legacy, will share lessons from the battlefield to the C-suite on how to lead with clarity, character and conviction. Drawing from decades of leadership under pressure, he’ll challenge attendees to reflect on your own leadership impact—and you’ll leave inspired to lead more intentionally in every facet of life and work.

10:00 – 10:50 am CT

VISIONARY SESSION

Is the Cost of Healthcare Benefits Eroding Your Company's Profit Margins?

Marybeth Gray, Senior Vice President of Health and Welfare Benefits Consulting Trion, a Marsh McLennan Agency

With healthcare costs projected to rise at their fastest pace in 15 years, CFOs are facing tough choices that go beyond just balancing budgets. As the second-largest expense after compensation, healthcare spending directly impacts talent acquisition, retention and overall organizational sustainability. This session will equip CFOs with actionable strategies to address the pressing challenges of healthcare cost management in 2025 and beyond. We’ll help you strike a balance between providing comprehensive healthcare benefits and managing costs without sacrificing your oganization’s ability to attract and retain top talent.  It is clear that a “do nothing strategy” with a 10% annual trend will not work.

Join us to explore:

  • The Numbers Behind the Headlines: Gain insights into the latest cost drivers, including data from the Mercer Survey and National Business Group on Health, and learn what employees truly value in their benefits.
  • Practical Tools for Sustainable Cost Control: Discover financial modeling strategies and plan design adjustments to maximize ROI while meeting employee needs.
  • Tackling Cancer Costs with Innovation: Learn how organizations are addressing cancer—the leading cost driver—by improving care quality and eliminating waste.
  • Customizing Benefits for a Diverse Workforce: Find out how to align benefit offerings with the evolving expectations of today’s employees, balancing effectiveness with affordability.

10:50 – 11:20 am CT

Networking Break in the Exhibit Hall

11:20 am – 12:10 pm CT

Breakout Sessions

12:10 – 1:45 pm CT

Networking Lunch in Exhibit Hall

1:45 – 2:35 pm CT

VISIONARY PANEL

From Functional to Enterprise Leadership: The office of the CFO as Digital Transformation Partner

This panel will examine how finance leaders can effectively partner with other C-suite members to drive organization-wide digital transformation, so they become more than a simple finance function and start to influence broader business strategy.

2:35 – 3:00 pm CT

Networking Break in the Exhibit Hall

3:00 – 3:50 pm CT

Breakout Sessions

3:50 – 4:00 pm CT

Transition

4:00 – 5:00 pm CT

KEYNOTE

Financial Workforce Of The Future

Cameron Kinloch, CFO, Weights & Biases

5:00 – 6:30 pm CT

Networking Reception

Wednesday, October 8

7:45 – 9:00 am CT

Networking Breakfast

8:00 – 8:50 am CT

Breakfast Roundtables

9:00 – 9:05 am CT

Opening Remarks

Jack McCullough, President, CFO Leadership Council

9:05 – 9:55 am CT

KEYNOTE

Technology, Strategy, and Leadership: The CFO’s Playbook for the Next Decade

Shelagh Glaser, CFO, Synopsis

9:55 – 10:45 am CT

VISIONARY PANEL

The CFO’s Role in Driving Business Transformation

Chad Wonderling, CFO, Zone & Co

Did you know that 72% of CFOs identify technology investment as a top driver of competitive advantage? As digital transformation accelerates, CFOs are uniquely positioned to drive strategic change by combining financial expertise with forward-thinking technology leadership. In this session, Chad Wonderling, CFO of Zone & Co, will explore how finance leaders can lead technology investments such as ERP upgrades, process automation, and system optimization.
 
With over 15 years of experience in finance leadership, including leading four acquisitions and a $2.3 billion sale at Salesloft, Chad now heads all financial functions at Zone & Co, guiding the company through growth and transformation.
 
You’ll learn how to:
 
  • Streamline the order-to-cash cycle to improve cash flow and operational efficiency.
  • Navigate the challenges of legacy system transitions without disrupting core business functions.
  • Evaluate and prioritize technology investments that align with your organization’s growth objectives and financial goals.
  • Chad will share real-world examples and strategies for partnering with stakeholders to modernize operations, eliminate inefficiencies, and support growth. Whether refining your technology roadmap or expanding your leadership role, this session will provide actionable insights to drive transformation.
 
Join us to discover strategies for long-term success in today’s digital landscape. 

10:45 – 11:10 am CT

Networking in the Exhibit Hall

11:10 am – 12:00 pm CT

KEYNOTE

Finance at the Frontline: Global Strategy, Talent and Purpose at Scale

Joan Bottarini, CFO, Hyatt

As CFO of Hyatt, Joan Bottarini has helped steer one of the world’s most iconic hospitality brands through a period of rapid evolution — from navigating the global disruption of COVID-19 to expanding into new guest segments to the importance of being a purpose-driven company. In this fireside chat, she’ll share her perspective on how today’s CFOs can lead beyond the numbers—balancing financial strategy with bold reinvention and a strong cultural foundation.

Join us to discuss:

  • How to manage finance across complex global markets and shifting economic conditions
  • Lessons in agility and leadership from Hyatt’s evolution
  • The CFO’s evolving role in driving talent strategy, culture and employee engagement
  • How to partner across the C-suite to align financial, operational, growth, commercial and talent goals

This conversation will offer a candid, forward-looking perspective on what it takes to lead with impact in a world where financial decisions are inseparable from people, purpose and innovation.

12:00 – 12:10 pm CT

Transition

12:10 – 1:00 pm CT

Breakout Sessions

1:00 – 2:30 pm CT

LUNCH KEYNOTE

Building an Iconic Brand: Finance, Strategy and  the future of SXSW

Leanna Rossmann, CFO & Head of Strategy, SXSW

2:30 pm CT

Closing Remarks

Exhibit hall closed

10 CPEs offered, pending NASBA approval on final agenda.