Brian Giambagno, CFO of Interstate Waste Services shares his insights and experiences about Interstate’s 40 successful acquisitions and how finance contributed to increasing revenue from $50 million to targeted revenue over $1 billion. Qualified CPA CFOs will receive 2 CPE credits.

Prerequisites:
Basic knowledge of finance, operations & technology in general business and industry.

Recommended field of study:
Course participants include those with beginner, intermediate, or specialized knowledge in

Field of study:
Finance

Learning objectives:

Understand how to:

* Identify elements of viable acquisition alternatives

* Assess operational and integration risks and opportunities in advance

* Walk away from deals that are not ideal

* Balance of day-to-day finance activities while closing deals

Expected takeaways:

Hear how:

* Finance is integral to planning acquisitions

* Identifying and mitigating risk in advance is critical to successful acquisitions

* Operational planning is an important element to a successful acquisition

* Opportunity assessment can drive greater profitability

Course registration:
To register to attend this course, visit www.CFOintell.com/events

Refund policy for courses sold for a fee or cancellation policy:
No Fee

Complaint resolution policy:
For information regarding complaint and program cancellation policies, please contact our offices at 201906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com)

Official NASBA sponsor statement explaining final authority of acceptance of CPE credits:
CFO Intelligence, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The global automotive industry stands at a critical inflection point as evolving trade policies reshape competitive dynamics and strategic priorities.

Join Jaguar Land Rover CFO, David Chambers, on November 13, 2025 at 5:30 PM, at the Enterprise CFO Dinner Discussion, as he shares insights on how recent and proposed tariff structures are fundamentally altering supply chain economics, manufacturing location decisions, and market access strategies across the automotive sector.

Key discussion areas include the immediate impacts of tariffs on vehicle pricing and consumer demand, the acceleration of nearshoring and reshoring initiatives, and the strategic implications for electric vehicle adoption amid trade tensions. David will explore how automotive manufacturers are navigating the complex interplay between protectionist policies and the industry’s ongoing transformation toward electrification, autonomous vehicles, and other technologies.

This timely conversation aims to equip enterprise company CFOs with frameworks for strategic decision-making in an environment where trade policy has become as crucial as technological innovation in determining market success. David will conclude with actionable insights on positioning for resilience and growth as the industry navigates this period of unprecedented regulatory and economic uncertainty.

In today’s hyperconnected marketplace, the Chief Financial Officer’s role has evolved far beyond traditional financial stewardship. This executive discussion explores how modern CFOs have become critical guardians of brand value, wielding financial discipline as a strategic weapon to protect and enhance corporate reputation. As stakeholders increasingly scrutinize not just what companies earn, but how they earn it, CFOs find themselves at the intersection of financial performance and brand integrity. They must navigate the delicate balance between short-term profitability and long-term brand sustainability, making decisions that resonate far beyond the balance sheet.

Join Virginie Costa, a global business executive who has served as CFO for brands, such as Mondelez, Wella, Godiva, Burberry, Hermes, as she shares her experience in how forward-thinking CFOs are redefining their mandate to protect their companies’ brands through rigorous financial governance, ethical investment strategies, and transparent reporting practices. Virginie will explore real-world scenarios where financial decisions directly impact brand perception, from ESG reporting and supply chain investments to crisis management and stakeholder communications.

The conversation will address how CFOs can transform traditional cost-cutting approaches into brand-building opportunities, turning financial discipline into a competitive advantage. Join us for an engaging dialogue on how today’s CFOs are writing the playbook for brand stewardship in the C-suite, proving that strong financial leadership and powerful brand protection are not just compatible, but inseparable.

Join us at the September 12, 2025 Successful Women in Finance Luncheon & Discussion. CFO and Global Business Executive, Alison Cornell, will lead an engaging and immersive conversation, entitled: “Fueling the Future & Building Your Legacy…One Employee at a Time”.

Alison will share how CFOs can apply her on-going life-long efforts in women-helping-women. She’ll share insights, as a CFO and Global Business Executive, on strategies for building employee connection, leveraging teaching moments, and ensuring that each employee has a robust and actionable development plan. Alison will discuss how, by helping employees grow as people and professionally, inviting input, having their backs, creating family-first environments, and by genuinely caring, she has built esprit de corps at each company, helped launch successful careers, built loyalty and has forged life-long relationships with employees and colleagues, alike.

Alison Cornell has enjoyed an exciting career, having served as CFO for two publicly traded companies on the NYSE (Covance and IFF), noteworthy because only 10% of companies on the NYSE have women CFOs. Her career has spanned five different industries in a mix of publicly traded and private, equity-backed companies, including global senior finance and operational leadership roles at AT&T, Covance, IFF, and Compassion-First Pet Hospitals.

Having studied at Rutgers College, Rutgers Graduate School of Management, and Harvard Business School, Alison majored in Psychology with a Philosophy minor and received an MBA in Marketing. She’s been quoted as saying that “In finance, I use my degree every day!”. Alison’s impact is global, having traveled to 98 countries and all 7 continents. She continues forging her legacy today and still lives by her commitment to “women helping women” by building birthing centers, female friendly toilets, and schools, in one of the most remote and marginalized districts of Nepal.

Join us for what will be an inspiring and enjoyable conversation among accomplished female finance executives and those on a path to future success.

Hear Alan Scharfstein, CEO, and Milton Kahn, Managing Director, of DAK share their client experiences on failed and successful exit strategies. Join your CFO peers in a small group invitation-only dinner discussion on this very exciting and timely topic. DAK advises middle market companies in planning and executing growth and exit strategies, and has completed over 750 transactions worldwide since 1984.

Prerequisites:
Basic knowledge of finance, operations & technology in general business and industry.

Recommended field of study:
Course participants include those with beginner, intermediate, or specialized knowledge in

Field of study:
Finance

Learning objectives:
Hear how CFOs can intelligently guide leadership and plan for strategic growth and exit strategies

Expected takeaways:
Hear 6 important lessons from failed sell-side deals
Hear about the common pitfalls in growth and exit planning
Hear how to position your company to avoid deal derailment and
Hear about innovative sell-side initiatives and how to drive your company toward successful outcomes

Course registration:
To register to attend this course, visit www.CFOintell.com/events

Refund policy for courses sold for a fee or cancellation policy:
No Fee

Complaint resolution policy:
For information regarding complaint and program cancellation policies, please contact our offices at 201906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com)

Official NASBA sponsor statement explaining final authority of acceptance of CPE credits:
CFO Intelligence, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The office of the CFO is often criticized, as the CF”No” Office, for constraining versus growing top line revenue. In many cases, this is true, as growth must be profitable or at least show a path to profitability. Otherwise, why bother?

Depending on your particular business and its maturity, there are a number of tools CFOs can deploy to help accelerate profitable growth. Such tools complement or enhance activities, such as pricing processes, that are more typically led by marketing and sales. Even more traditional financial tools such as profitability and investment analysis, if deployed intelligently, can help better highlight profitable opportunities. Even optimizing existing processes can deliver a considerable return. And, an additional opportunity here is to demonstrate how, as CFO, you’re helping to grow the business.

Gary Piscatelli, CEO of Astor Chocolate, having held CFO and other finance positions at Hunter Douglas NA, Timex, and Nestle, will lead a discussion among enterprise company CFOs on practical approaches for CFOs to create and lead systematic adoption or practice enhancements to drive growth at the companies they serve.

Key questions around establishing price:

1) Does your company offer products or capabilities that compare equally / favorably to competition?
2) How do you incorporate competitive information in your pricing architecture?
3) Do you have a pricing strategy that logically applies to your different products / product features, brands, channels/markets?
4) Does gross margin play a role in your pricing?
5) Does your industry have clear or opaque price transparency?

Join enterprise CFOs for an exclusive NEXT AI evolution discussion with Matt Konwiser, IBM, May 21, 5:30 PM, The Highlawn, West Orange, NJ. For CFOs of $1B+ companies. Host: CFO Intelligence & Real Estate Strategies Corp., presented by EisnerAmper. Limited seating

Join CFO, Andy Drechsler, as he provides real-time insights on funding, intelligent growth, and well-planned exit strategies, and how as CFO, he spearheaded initiatives at one company that contributed to its sale for $2.9 billion.

Prerequisites:
Basic knowledge of finance, operations & technology in general business and industry.

Recommended field of study:
Course participants include those with beginner, intermediate, or specialized knowledge in Finance

Field of Study:
Finance

Learning Objectives:
Hear creative approaches to securing funding, corporate growth, and exit strategies

Key Takeaways:
Alternatives to traditional funding, key growth strategies, exit timing and opportunity

Course Registration:
To register to attend this course, visit www.CFOintell.com/events

Refund policy for courses sold for a fee or cancellation policy: 
No Fee

Complaint resolution policy:
For information regarding complaint and program cancellation policies, please contact our offices at 201 906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com)

Official NASBA sponsor statement explaining final authority of acceptance of CPE credits:
CFO Intelligence, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Join your peer female finance executives as Mila Tartakovsky, Head of DSI Finance and Global Oncology Finance, Daiichi Sankyo, leads a pertinent discussion, entitled “Sustaining High-Performance: Balancing a Global Career, Leadership, Family & Life”. Reserve your no-cost seat now to join us at 11:30 AM, Friday,April 25, 2025, at Ristorante da Benito, Union, NJ. Presented by CFO Intelligence and Real Estate Strategies Corporation.

Prerequisites:
Basic knowledge of finance, operations & technology in general business and industry.

Course registration:
To register to attend this course, visit www.CFOintell.com/events

Refund policy for courses sold for a fee or cancellation policy:
No Fee

Complaint resolution policy:
For information regarding complaint and program cancellation policies, please contact our offices at 201 906 8964 or email our CEO, Andrew Zezas, at Andrew.Zezas@CFOintell.com

Official NASBA sponsor statement explaining final authority of acceptance of CPE credits:
CFO Intelligence, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Ryan Severino is the Managing Director, Chief Economist, and Head of U.S. Research at BentallGreenOak (BGO), bringing 25 years of expertise in economics, real estate, and investment research. Before joining BGO, Severino was Chief Economist at JLL and held leadership roles at Reis, MetLife Real Estate, and Starwood Capital Group.

A CFA Charterholder, Severino holds a master’s degree from Columbia University and a bachelor’s degree from Georgetown University. He is an adjunct professor at Columbia University and NYU, teaching courses in economics and portfolio management. His research has been featured in journals like the Wharton Real Estate Review and prominent outlets such as The Economist, The Wall Street Journal, and Bloomberg.

BentallGreenOak is a global real estate investment management firm with $83 billion in assets under management (as of December 2022), serving over 750 institutional clients. With offices in 28 cities across 14 countries, BGO specializes in managing office, industrial, multi-residential, retail, and hospitality properties worldwide.

Prerequisites:
• Advanced knowledge level course
• Attendees must have served in a senior finance role such as CFO, VP Finance, or a
similar role in a public or privately-held company for at least five years prior to attending
the course
• Familiarity with economic models shifts and corporate financial strategies
• Experience in financial forecasting and risk management
• General business and accounting knowledge
• Advanced preparation may be necessary for some individuals

Field of Study:
• Accounting – General

Learning Objectives:

• Understand key economic shifts and their implications for corporate financial strategies
• Discover best practices for financial forecasting and risk management in the post-election environment
• Explore strategies for aligning capital investments with evolving market conditions

Key Takeaways:

• Effective approaches to financial planning amid political and economic changes
• Insights into optimizing decision-making processes for growth and stability
• Economic forecast and mechanics of various economic effecting factors

Hear corporate real estate expert and industry veteran, Andrew Zezas, Strategist & CEO of Real Estate Strategies Corporation share real time intelligence and insights into how well-run companies are capitalizing on current economic, regulatory, and real estate market conditions to drive down occupancy and operating costs and reduce risk.

Learning objectives

 Hear how companies are:

• Renegotiating real estate leases well in advance of their expiration dates to reduce cost and secure enhanced terms
• Re-deploying existing and to-be-acquired real estate in advance of buy-side M&A transactions
• Proactively assessing existing real estate in advance of engaging in sell-side M&A transactions
• Real estate as a strategic weapon in corporate turnarounds

Key Take-Aways

• Key approaches to renegotiating real estate leases
• Strategies to balance real estate in buy-side M&A
• Implications of real estate on strategic vs financial buyers in sell-side M&A
• Opportunities to utilizes real estate in completing corporate turnarounds

CPE Credits: qualified CPAs will receive two continuing professional education credits. Real Estate Strategies Corporation is authorized by NASBA to issue CPE credits

Discussion Leader: Ms. Tani Fukui, Ph.D., Macroeconomist, Director MetLife Investment Management, will lead a timely and dynamic discussion among an small group of Enterprise Company CFOs on the effects of the 2024 Presidential election on the national and global economies. Tuesday, Dec 3, 2024, 5:30 PM, (VENUE TO BE ANNOUNCED). Exclusively for CFOs at Enterprise companies…those with annual revenue greater than $1 Billion. Presented by EisnerAmper, Hosted by CFO Intelligence and Real Estate Strategies Corporation.

Learning Objectives:

• Understand key economic shifts and their implications for corporate financial strategies.
• Discover best practices for financial forecasting and risk management in the post-election environment.
• Explore strategies for aligning capital investments with evolving market conditions.

Key Takeaways:

• Effective approaches to financial planning amid political and economic changes.
• Insights into optimizing decision-making processes for growth and stability.

Imposter Syndrome refers to a psychological phenomenon where individuals doubt their accomplishments and have a persistent fear of being exposed as frauds. It affects high-achieving individuals and can manifest as self-doubt, fear of failure, and a persistent belief that one’s success is undeserved. More than half the population suffers from this at one time or another. Join Laura Crothers, Founder & CEO of Crothers Consulting, as she leads a focused discussion on the about common signs, how to overcome imposter syndrome, and embrace excellence. 

Advancing to the CEO role is a natural evolution for some CFOs. The two roles are absolutely connected but, require quite different expertise and focus, and often an entirely new approach.  Hear GoTo CEO (former CFO), Rich Veldran, share his insights on the challenges and exciting opportunities to drive growth when CFOs become CEOs.

Join your enterprise company CFOI peers in meeting Paul Ruh, CFO of Kenvue at the CFO Dinner Reception.

Organizations in every sector face a myriad of unprecedented challenges. Talent and organizational culture have emerged as critical components of human capital risk. Increasingly C-Suite executives and Boards recognize that effectively implementing hybrid work (beyond location-based discussions) is an issue that intersects with other challenges facing businesses today (talent retention, transformation, innovation, culture, employee experience), and seek increasing transparency on these important issues.  Join your CFO peers as Meryl Rosenthal, CEO of FlexPaths, sets important context, shares real-life insights and practical approaches as to how CFOs can optimally influence and navigate important workforce decisions and drive greater growth within their organizations.

Consumer loan delinquencies are rising at the fastest rate since 2009, and credit conditions continue to tighten more generally. The post-pandemic economy has defied expectations in its strength, but we expect that there is an end in sight. The economy is likely to cool off in 2024 but, by how much and how severely? How will the outcome of the fall elections affect economic policy going into 2025?

Join Tani Fukui, Macroeconomist, Director, MetLife Investment Management, a highly sought after economist and a three time presenter at CFO Intelligence events, as she shares her views and insights. Presented by EisnerAmper.

Join Matthew Konwiser, Principal Ecosystem Partner at IBM’s Data, AI and Automation Team, as he leads an exciting discussion on AI in the Workplace.

Some of Matt’s insights include:

“Generative AI is an important business disruptor. It impacts more and more aspects of today’s workplace, as well as the cost of doing business, budget predictability, and directly influences consumer trends. It was asserted years ago that the CIO job of the future may be the union of CFO and Chief Legal Counsel; someone who simply manages legal/ethical risk, and various service contracts. The loaded cost of fully privatizing an AI environment is making that prediction more believable. The bigger the company, the greater the organizational, process and budget impact. In part by deploying AI, smaller companies may also now pose a greater competitive threat to long-established industry juggernauts. It comes down to this: As CFO, how can you create the most positive effect on your workforce, how tech savvy are you and your team, how big is your company’s checkbook, how ready is your board, and what is your financial and legal risk appetite, as we enter the rapidly adopted world of generative AI?”

Female finance executives, from controller to CFO may attend this exciting event at no cost. Since this will be a small group event, seating is limited. Please reserve your seat now.

In a recent survey, 71% of employers said they value Emotional Intelligence over IQ. 59% of employers said they would not hire someone with a high IQ, but low Emotional Intelligence. Companies with an open communications culture, one that embraces critical employee characteristics such as Emotional Intelligence, are 20% more likely to innovate.

Join your CFO peers and subject matter expert, Fred Bunsa, Senior Consultant from A.J. O’Connor, in a peer discussion on the importance of Emotional Intelligence in the C-Suite, and how CFOs can capitalize on EI to foster transparency, shape marketplace perceptions, and increase the trust and confidence stakeholders will have in them, their companies, and in their leadership teams.

CFOs from impressive companies have attended previous CFO Dinner Discussions, including those from:

ADM, Agfa, Allergen, Allied Beverage, Allstate, Atlantic Health, Avis, Bayer, Benjamin Moore, Berje, BMW, Britannica, Brother, Conagra, ConAir, Daiichi Sankyo, Dassault Falcon Jet, D&B, Discovery, DOKA, DSM, Eisai, ETS, The Federal Reserve, Ferring Pharmaceuticals, Godiva, GoGo, GoTo, Hapag-Lloyd, Harley-Davidson, HealthFirst, Honda Aircraft, Horizon Blue Cross, Hunter Douglas, IFF, Interstate Waste, Jaguar Land Rover, Johnson & Johnson, Kemper, Konica Minolta, KPMG, Kyndryl, Kyocera, LogMeIn, Lonza, L’Oreal, Mainetti, Mane, Maersk, Mercedes-Benz, Mesirow, Mitsui, Morton Salt, NBCUniversal, New Jersey Devils, Newell Brands, New York Jets, New York Nets, Novartis, Novo Nordisk, Philadelphia Eagles, Prestige Brands, Prudential, PSE&G, Quest, Reed Smith, Regeneron, Revlon, SAP, Sears, Sharp, SP, Subaru, Symrise, Teva, Tumi, Turtle & Hughes, Ulta, Unisys, Verizon, Vonage, Weichert, Wyndham, XPO, Zebra Technologies, and others.

A functional business & technical discussion and demonstration, presented by subject matter experts who deploy AI systems focused on use cases deployed in various industries, including case studies and outcomes. Attend this event if you based on the premise: “I already understand enough about AI to be dangerous. Now, let’s see what it can do”.

In today’s workplace, Emotional Intelligence is one of the most critical skills successful leaders must possess and one of the strongest predictors of performance.  Emotional Intelligence promotes understanding of how the management of emotions and employee behaviors drive the success of business leaders and their teams. Companies with an open communications culture, one that embraces critical employee characteristics such as Emotional Intelligence, are 20% more likely to innovate. 

Join your CFO peers and subject matter expert, Fred Bunsa, Senior Consultant from A.J. O’Connor, in a peer discussion on the importance of Emotional Intelligence in the C-Suite, and how CFOs can capitalize on EI to foster transparency, shape marketplace perceptions, and increase the trust and confidence stakeholders will have in them, their companies, and in their leadership teams. 

An interactive discussion that takes the principles of AI (cost, case, governance) and puts them into context by demonstrating different types of AI models, their outputs, and highlights how executives and employees can interact with an AI in a productive manner (prompts). A high level business focused discussion.

More and more in public and private companies, and in tax-exempt organizations, women have gained substantial experience and have attained extremely high levels of acumen in finance, operations, strategy, and so much more. Witness the steady rise of successful women in finance, those who are acknowledged for their on-going abilities and their achievements and who serve in various executive finance capacities, as VP Finance, Investor Relations, Controller, Treasurer, and CFO, and those who continue to succeed even further.

Join us on for the second “Successful Women in Finance” luncheon & discussion, a quarterly series for women finance executives, those who aspire to such accomplishments, and those who support and promote successful women.

Subject matter expert and discussion topic to be announced.

Seating is limited for this small group event.

Announcing the launch of CFO Intelligence’s latest exciting CFO sector group…M30, the quarterly peer gathering exclusively for CFOs who live or work in Monmouth, Mercer, Middlesex & Ocean Counties, NJ! Share insights with peer CFOs across multiple industries and highly accomplished subject matter experts. We’ll launch the quarterly M30 series in a private discussion to be held at one of the areas newest and most celebrated restaurants…THE GOAT, by David Burke as our guests and at no cost, for this inaugural event for drinks, dinner, and exciting dialogue.

In a business environment that, in the last few years, has swung from one extreme to the other, in the highly competitive current marketplace employers are finding it challenging to recruit and retain the best quality employees. Inspiring great talent to join and remain at exciting companies requires more than just free ice cream on Fridays. An exciting culture, growth, education, advancement, compensation, and benefits all come together to create workplaces where productive employees want to be.

Join subject matter expert, Eric J. Hinds, Managing Director, Merrill Lynch Global Wealth Management, as he shares insights and intelligence on how companies can deploy Financial Wellness as an attractive and critically important tool in recruiting and retaining superior employees. CFOs are invited to attend this first in a quarterly series at no cost courtesy of Merrill Lynch, CFO Intelligence, and Real Estate Strategies Corporation.

This small group event offers limited seating. So, RSVP now, to reserve your seat! We hope to see you there!