Meeting Dates
Members have access to 32 events per year (4 General Meetings, 12 monthly lunch meetups, 12 monthly webconferences, and 4 quarterly seminars/workshops).A. QUARTERLY GENERAL MEETINGS. Time: 11:30 am until 1 pm (Luncheon), usually $35/member at the Westin Perimeter unless noted below.
![]() Dallas Clement CFO Cox ![]() |
![]() Aleem Gillani CFO SunTrust ![]() |
![]() Kathy Waller CFO Coca-Cola ![]() *May change |
![]() Bob Fishman CFO NCR ![]() |
B. MONTHLY LUNCH MEETUPS (By Focus Groups). Time: 11:30 am until 1 pm at local restaurants (individual checks).

• 2017: 1/17, 2/21, 3/21, 4/18, 5/16, 6/20, 7/118, 8/15, 9/19, 10/17, 11/21, 12/18.
• 2018: 1/16, 2/20, 3/20, 4/17, 5/15, 6/19, 7/17, 8/21, 9/18, 10/16, 11/20, 12/18.

C. MONTHLY WEBCONFERENCES (included). Time: 12 pm to 1 pm unless alternate time noted, example past speakers below.

• 2018: 1/11, 2/8, 3/8, 4/12, 5/10, 6/14, 7/19, 8/9, 9/13, 10/11, 11/8, 12/13.

D. QUARTERLY SEMINARS (included). Time: 10 am until 11:30 am, usually at the Westin Perimeter unless noted below.

• 2018: 2/15, 5/24, 7/19, 9/27, 12/6.

Recent Meeting Topics and Speakers.
•
NASDAQ OMX Group, Frank Hatheway, Chief Economist and Senior Vice President.
Discussing: "State of the Economy & the IPO Market."
•
Toyota, Chris Ballinger, Sr.V.P. & CFO.
Discussing: "Using Data Analytics to Drive Performance."
•
Office Depot, Terry Nichols, Vice President, Global Loss Prevention/Safety.
Discussing: "Predictive Modeling to Reduce Risk."
•
Shell, George Connell, VP Strategy and Finance Operations.
Discussing: "Finance Transformation Case Study."
•
Microsoft, Marilee Byers, Director, Financial Compliance Group.
Discussing: "Controls Monitoring."
•
MillerCoors, Tim Wolf, Chief Financial and Integration Officer.
Discussing: "The CFO as the Chief Dealmaker."
•
FASB, Edward Trott, Chairman.
Discussing: "Discussion of the FASB's Agenda."
•
Banner Health, Jeff Buehrle, VP and CFO East Region.
Discussing: "How Strategic Alignment Drives Operational Performance."
•
Vonage Corporation, Barry Rowan, CFO and Chief Administrative Officer.
Discussing: "A Search for Meaning in our Work."
•
Polycom, Don Floyd, Chief Audit Executive and Compliance Officer.
Discussing: "Enterprise Risk Management: An Implementation Case Study."
•
Bank of America, Jim McComb, Senior Vice President, Finance.
Discussing: "Effective Financial Forecasting Techniques."
•
Pearson, Bhadresh Sutaria, CFO and Sr. Vice President, Assessment & Information Group.
Discussing: "Business Performance Management."
•
AOL, Arthur Minson, EVP, Chief Financial and Administrative Officer.
Discussing: "Executing a Turnaround."
•
Arrow Electronics, Paul Reilly, Executive Vice President, Finance and Operations & CFO.
Discussing: "Investor Relations Overview."
•
Marathon Oil, Richard Kolencik, former CPA, Assistant Secretary, Sr. Group Counsel.
Discussing: "Insider Trading, Reporting and Regulation."
•
Winnebago Industries, Sarah Nielsen, Vice President - Chief Financial Officer.
Discussing: "External Financial Reporting: Process Improvement Success Story."
•
Barron's, Jim McTague, Washington Editor.
Discussing: "Business Tax Policy and Regulations."
•
Plantronics, Barbara Scherer, Senior Vice President & CFO.
Discussing: "Understand the Business Drivers for UC."
•
KPMG, Ralph Canter, Managing Director.
Discussing: "The Role of the CFO in Driving Cost Optimization in Turbulent Times."
•
APQC, Mary Driscoll, Senior Research Fellow.
Discussing: "Finance Process Improvement: Top Performance Up Close."
•
First Data Corporation, Nigel Andre, VP of Finance.
Discussing: "The Future of Money."
•
Microsoft Corporation, Robert M. Weede, Assistant Corporate Controller.
Discussing: "Finance Function Case Study: an Inside Look."
•
Rampant Lion Sports, Steven D. Koss, MBS; Planning and Management Committee of IAAM.
Discussing: "From A to A+: Making the Grade by Rethinking the Role of the CFO."
•
Walgreen's, Wade Miquelon, CFO.
Discussing: "Thoughts for Surviving, Thriving, and Transforming in Tough Economic Times."
•
SAS, Clark Abrahams, Chief Financial Architect.
Discussing: "Optimizing Our Nation's Credit System With a Credit Assessment Framework."
•
Citibank, Scot Parnell, CFO, Student Loan Corporation.
Discussing: "Leading Through Challenge-What To Do When Everything You Know Changes."
•
Ernst & Young, Robert Baldoni, Treasury Services Leader.
Discussing: "Foreign Exchange Risk Management: An Integrated Business Approach."
•
Cox, Mike Mannheimer, VP & Chief Procurement Officer.
Discussing: "Is Your Sustainability Program Financially Sustainable?"
•
Deluxe Corporation, Jeff Johnson, Treasurer & Vice President, Investor Relations.
Discussing: "Credit Facility Financing: A View From The Trenches."
•
Cardinal Health, Jeff Henderson, CFO.
Discussing: "Thriving in a Volatile Market Period."
•
Pearson, Bhadresh Sutaria, CFO and Sr. Vice President, Assessment & Information Group.
Discussing: "Business Performance Management."
•
UNUM, Tyler Siira, Director, Corporate Treasury.
Discussing: "Sidecar Leadership: Grooming Your #2 (and Beyond)."
•
KPMG, Ralph Canter, CFO.
Discussing: "The Reinvention of Finance."
•
Gartner, Michael Smith, VP Analyst.
Discussing: "How 21st Century Financial Reporting Requirements Will Impact CFO's"
•
KPMG, Eugene Kublanov, Managing Director, Shared Services and Outsourcing Advisory.
Discussing: "Effective Services Governance: Balancing Performance and Risk Management."
•
NASDAQ OMX Group, Frank Hatheway, Chief Economist and Senior Vice President.
Discussing: "State of the U.S. Economy & the IPO Market."
•
Acxiom Corporation, Brett Madison, Vice-President of Finance.
Discussing: "Financial Planning and Analysis Transformation."
•
Morningstar, Heather Brilliant, global head of equity and corporate credit research.
Discussing: "Equity and Corporate Credit Research."
•
First Choice Medical Supply, Stacey Holt, CFO.
Discussing: "Becoming a Customer-Centric Biller."
•
Bank of America, Jim McComb, Senior Vice President, Finance.
Discussing: "Taming Wild Cards: The CFO's Secret to Planning for Certain Success in an Uncertain World."
•
Rotary International, Lori Carlson, CFO.
Discussing: "A Roadmap to Financial Sustainability."
•
Shell, George Connell, Vice President, Strategy and Migrations Finance Operations.
Discussing: "Transforming Finance for Enterprise Excellence."
•
McGraw Hill Financial, Michelle Ferguson, Senior Vice President, Global Business Services.
Discussing: "The Perfect Storm: Transformation, Outsourcing and an ERP Implementation."
•
Technicolor Canada, Sunil Gulati, Director of Operations.
Discussing: "Cost Control in Operations."
•
AkzoNobel, Jennifer Midura, Head of Strategy and M&A.
Discussing: "End-user Segmentation."
•
BorgWarner, Brian Maturi, Director of Risk Management.
Discussing: "Enterprise Risk Management at BorgWarner."
•
Bank of America, Jim McComb, Senior Vice President, Finance.
Discussing: "Positioning Your Organization for Certain Success in an Uncertain Future."
•
Pearson, Bhadresh Sutaria, Sr. VP - Finance.
Discussing: "Business Performance Management."
•
US Foods, W. Shane Guilliams, VP, Vendor Finance.
Discussing: "Streamlining Shared Services in Accounts Payable."
•
Waste Management, Cherie Rice, Vice President, Finance & Treasurer.
Discussing: "Commodity Risk Management."
•
AP Now, Mary Schaeffer.
Discussing: "Travel & Entertainment Best Practices: Fraud Prevention & Complying with Tax Requirements."
•
Lionsgate, Michael Hainkel, Executive Vice President, Tax.
Discussing: "Optimizing Your Effective Tax Rate."
•
Goldman Sachs & CO, Matt Dailey, VP - Head of US Liquidity Sales.
Discussing: "Liquidity Management: Challenges Persist."
•
The Wendy's Company, Ed Martinez, VP - Shared Services.
Discussing: "Finance Transformation Driving Value Through Shared Services."
•
GameStop, Rob Lloyd, Chief Financial Officer.
Discussing: "Transforming the Future: Re-Defining the Annual Planning Process."
•
Halliburton, Millicent Chancellor, Vice President, Finance.
Discussing: "Transforming a Worldwide Finance Organization."
•
Banner Health, Jeff Buehrle, CFO-Arizona East Region.
Discussing: "How Strategic Alignment Drives Operational Performance."
•
RentPath, Michael Shaw Vice President - Tax.
Discussing: "Corporate Tax Function: A CFO Primer."
•
Office Depot, Robert (Bob) Brewer, Senior Vice President & Chief Compliance Officer.
Discussing: "Predictive Modeling to Reduce Risk."
•
BSR, Scott Travasos, CAO.
Discussing: "Finance in the Cloud and Social Communication."
•
CBIZ MHM, Bill Smith, Managing Director, National Tax Office.
Discussing: "Schedule UTP: You No Longer Have The Right to Remain Silent."
•
Winnebago Industries, Sarah Nielsen, Vice President - Chief Financial Officer.
Discussing: "External Financial Reporting: Process Improvement Success Story."
•
Lehman Brothers, Robert Willens, Managing Director.
Discussing: "Discussion of FIN 48 plus Recent Acquisition and Spinoff Tax Strategies."
•
Oracle, Folia Grace, VP, ERP and BI Applications.
Discussing: "Advances in Financial Technology and Applications-Trends and Practical Uses."
•
Gartner, Christopher Lafond, EVP and CFO.
Discussing: "High Performance Finance."
•
NASDAQ, Bill Shaw, Managing Director.
Discussing: "NASDAQ - Overview of the International Markets - Trends and Where We Are Headed."
•
FASB, Edward Trott, Chairman.
Discussing: "Discussion of the FASB's Agenda."
•
iRobot, Geoffrey Clear, Senior Vice President and CFO.
Discussing: "Six Things You Always Wanted to Know About IPOs."
•
EDS, Al Decker, Executive Director Enterprise Risk Management.
Discussing: "Operationalizing ERM."
•
Roadway, CFO & Sr. VP Finance and Administration, Bhadresh Sutaria.
Discussing: "Finance Transformation."
•
Cisco, David Holland, VP.
Discussing: "Building a Linear Business."
•
SAS, David Davis, VP and Chief Accounting Officer.
Discussing: "IT & the Future of Financial Reporting."
•
Dell, Al Boddorf, Senior Mgr, Global Financial Services, Fraud Operations.
Discussing: "An Outlook on Globalization and Fraud."
•
Ernst & Young, Robert Baldoni, Partner, Global Treasury Advisory Group.
Discussing: "Better Cash Flow Forecasting."
•
Gartner, Annemarie Earley, Managing VP, Gartner Research Vertical Team.
Discussing: "Keep it Simple: Payment Convergence."
•
Idea, Henry Camp, CFO.
Discussing: "How to Beat the Cash Crunch Now."
•
NASDAQ, Bill Shaw, Managing Director.
Discussing: "International Trends for Exchanges, Listed and Private Companies."
•
ERM Advisors, Al Decker, Principal.
Discussing: "The Enterprise Risk Managed Business Plan: Giving ERM a Purpose."
•
Sun Trust, Ron Reighter, Vice Preseident Global Trade Solutions.
Discussing: "The Financial Supply Chain and International Financial Transactions."
•
Alcoa, Bill O'Rourke, CAO.
Discussing: "Experience in Focusing on GASE Expenditures."
•
LexisNexis, Michael Frankel, Senior Vice President Finance and M&A.
Discussing: "Balancing P&L Verses Balance Sheet in Choosing Acquisition vs. Building."

or Why Join?

Discussing: "State of the Economy & the IPO Market."
•

Discussing: "Using Data Analytics to Drive Performance."
•

Discussing: "Predictive Modeling to Reduce Risk."
•

Discussing: "Finance Transformation Case Study."
•

Discussing: "Controls Monitoring."
•

Discussing: "The CFO as the Chief Dealmaker."
•

Discussing: "Discussion of the FASB's Agenda."
•

Discussing: "How Strategic Alignment Drives Operational Performance."
•

Discussing: "A Search for Meaning in our Work."
•

Discussing: "Enterprise Risk Management: An Implementation Case Study."
•

Discussing: "Effective Financial Forecasting Techniques."
•

Discussing: "Business Performance Management."
•

Discussing: "Executing a Turnaround."
•

Discussing: "Investor Relations Overview."
•

Discussing: "Insider Trading, Reporting and Regulation."
•

Discussing: "External Financial Reporting: Process Improvement Success Story."
•

Discussing: "Business Tax Policy and Regulations."
•

Discussing: "Understand the Business Drivers for UC."
•

Discussing: "The Role of the CFO in Driving Cost Optimization in Turbulent Times."
•

Discussing: "Finance Process Improvement: Top Performance Up Close."
•

Discussing: "The Future of Money."
•

Discussing: "Finance Function Case Study: an Inside Look."
•

Discussing: "From A to A+: Making the Grade by Rethinking the Role of the CFO."
•

Discussing: "Thoughts for Surviving, Thriving, and Transforming in Tough Economic Times."
•

Discussing: "Optimizing Our Nation's Credit System With a Credit Assessment Framework."
•

Discussing: "Leading Through Challenge-What To Do When Everything You Know Changes."
•

Discussing: "Foreign Exchange Risk Management: An Integrated Business Approach."
•

Discussing: "Is Your Sustainability Program Financially Sustainable?"
•

Discussing: "Credit Facility Financing: A View From The Trenches."
•

Discussing: "Thriving in a Volatile Market Period."
•

Discussing: "Business Performance Management."
•

Discussing: "Sidecar Leadership: Grooming Your #2 (and Beyond)."
•

Discussing: "The Reinvention of Finance."
•

Discussing: "How 21st Century Financial Reporting Requirements Will Impact CFO's"
•

Discussing: "Effective Services Governance: Balancing Performance and Risk Management."
•

Discussing: "State of the U.S. Economy & the IPO Market."
•

Discussing: "Financial Planning and Analysis Transformation."
•

Discussing: "Equity and Corporate Credit Research."
•

Discussing: "Becoming a Customer-Centric Biller."
•

Discussing: "Taming Wild Cards: The CFO's Secret to Planning for Certain Success in an Uncertain World."
•

Discussing: "A Roadmap to Financial Sustainability."
•

Discussing: "Transforming Finance for Enterprise Excellence."
•

Discussing: "The Perfect Storm: Transformation, Outsourcing and an ERP Implementation."
•

Discussing: "Cost Control in Operations."
•

Discussing: "End-user Segmentation."
•

Discussing: "Enterprise Risk Management at BorgWarner."
•

Discussing: "Positioning Your Organization for Certain Success in an Uncertain Future."
•

Discussing: "Business Performance Management."
•

Discussing: "Streamlining Shared Services in Accounts Payable."
•

Discussing: "Commodity Risk Management."
•

Discussing: "Travel & Entertainment Best Practices: Fraud Prevention & Complying with Tax Requirements."
•

Discussing: "Optimizing Your Effective Tax Rate."
•

Discussing: "Liquidity Management: Challenges Persist."
•

Discussing: "Finance Transformation Driving Value Through Shared Services."
•

Discussing: "Transforming the Future: Re-Defining the Annual Planning Process."
•

Discussing: "Transforming a Worldwide Finance Organization."
•

Discussing: "How Strategic Alignment Drives Operational Performance."
•

Discussing: "Corporate Tax Function: A CFO Primer."
•

Discussing: "Predictive Modeling to Reduce Risk."
•

Discussing: "Finance in the Cloud and Social Communication."
•

Discussing: "Schedule UTP: You No Longer Have The Right to Remain Silent."
•

Discussing: "External Financial Reporting: Process Improvement Success Story."
•

Discussing: "Discussion of FIN 48 plus Recent Acquisition and Spinoff Tax Strategies."
•

Discussing: "Advances in Financial Technology and Applications-Trends and Practical Uses."
•

Discussing: "High Performance Finance."
•

Discussing: "NASDAQ - Overview of the International Markets - Trends and Where We Are Headed."
•

Discussing: "Discussion of the FASB's Agenda."
•

Discussing: "Six Things You Always Wanted to Know About IPOs."
•

Discussing: "Operationalizing ERM."
•

Discussing: "Finance Transformation."
•

Discussing: "Building a Linear Business."
•

Discussing: "IT & the Future of Financial Reporting."
•

Discussing: "An Outlook on Globalization and Fraud."
•

Discussing: "Better Cash Flow Forecasting."
•

Discussing: "Keep it Simple: Payment Convergence."
•

Discussing: "How to Beat the Cash Crunch Now."
•

Discussing: "International Trends for Exchanges, Listed and Private Companies."
•

Discussing: "The Enterprise Risk Managed Business Plan: Giving ERM a Purpose."
•

Discussing: "The Financial Supply Chain and International Financial Transactions."
•

Discussing: "Experience in Focusing on GASE Expenditures."
•

Discussing: "Balancing P&L Verses Balance Sheet in Choosing Acquisition vs. Building."

or Why Join?