Renaissance Schaumburg, Chicago, Illinois
October 15-17th, 2017

This event is co-located with

Renaissance Schaumburg, Chicago IL
October 15-17th, 2017

Key Themes

Technology & Transition in Finance
  • Managing IT infrastructure in a growing/changing environment
  • Cloud vs. On premise
  • ERP integration
  • Incorporating mobility with a deliberate plan and purpose that satisfies employees
  • Cyber Security
  • Data Analytics and finance come together
CFO Leadership & Innovation
  • Innovative ways to engage employees
  • Bringing Health Care spending under control
  • Manage HR analytics to impact the performance of employees
  • Designing compensation incentive programs for mid-market companies
  • Board relations, effective company structure, CEO/CFO relationship
  • What to expect from a tax, trade and employment perspective under a new Presidency
Strategic Financial Management
  • M&A- Diligence through acquisition
  • Cost reduction strategies
  • Profitability improvement initiatives
  • Best Practices in annual budgeting
  • Quarterly forecasting and rolling forecasts
Banking & Capital Markets Practices
  • Finding and improving good banking relationships
  • International banking
  • Cash-flow/payment terms and the pressures on the balance sheet in the current economic environment
  • Public vs private and the path to IPO
  • A CFO that has taken a company public to address process and pitfalls and current market conditions
Governance, Risk Mgmt & Compliance
  • Enterprise/mid-market risk M=management best practices
  • SEC and financial reporting such as lease accounting
  • What happens after you do the big implementation and how to solve the next piece of integration and adoption
  • Credit insurance and factoring
  • Risk management - Insurance/commodities

Past Presentations

Keynote Presentation

Effective Leadership & Developing the Next Generation of Leaders

Breakout Presentation

Financial Leadership for the 21st Century

Breakout Presentation

Craft Your Culture to Create your Future

Breakout Presentation

Turning Adversity into Opportunity


Past Speakers

Dave DeFreitas,
Group CFO - Corporate Services

Caterpillar Inc

John Eder
Chief Financial Officer

Seminole Gaming

Brent Ridge
Vice President for Corporate Services and CFO

Energy Northwest

David Hughes
CFO & Head of Development

Shore Memorial Hospital


2017 Steering Committee

Paul Feltman
Chief Financial Officer

Casino Del Sol

George Montague
Chief Financial Officer

Smiths Medical

Michael Sledge
Chief Financial Officer

Duke Clinical Research Institute

Nick Hawtrey

Allied Electronics


Event Schedule

Day 1 Sunday October 15

5:00pm - 7:00pm
Welcome Cocktail Reception/Registration

Day 2 Monday October 16

7:30am - 9:00am
Breakfast Buffet

8:00am - 8:50am
Keynote Presentation

9:00am - 1:00pm
Conference Sessions

9:00am - 1:00pm
One-on-One Research Meetings

1:00pm - 2:00pm
Gourmet Lunch

2:00pm - 6:00pm
One-on-One Research Meetings

2:00pm - 6:00pm
Conference Sessions

6:00pm - 7:30pm
Networking Drinks Reception

Networking Dinner

Day 3 Tuesday October 17

7:30am - 9:00am
Breakfast Buffet

8:00am - 8:50am
Keynote Presentation

9:00am - 12:10pm
Conference Sessions

9:00am - 12:10pm
One-on-One Research Meetings

Attending Companies

American Express
Thompson Creek Window Company
Swiss Valley Farms
Ryonet Corporation
Giroux Glass, Inc
Working Solutions
Green Dot
Resolution Media
Allied Electronics
Autobell Car Wash, Inc.
Axioma Inc
Centier Bank
Children's Home Society
Didion Milling, Inc.
Duke Clinical Research Institute
EisnerAmper LLP
Ellsworth Adhesives
Port City Group
Mina Business Solutions/Millennial Transport Services
Morneau Shepell
ProTrans International
RK Mechanical
StormGeo Corp Inc
Incredible Technologies, Inc