Upcoming CFO Events
Monthly | Free | Online
2nd Friday of each month**
12:00 – 1:00pm [EST]
Online Discussion
Intersection of Work & Faith
… a Virtual Discussion Series for CFOs and Other Executives
DISCUSSION LEADERS:
Anthony Pami | Managing Director – Interim Services | StevenDouglas
in cooperation with
Andrew Zezas | Host, Publisher & CEO | CFO Intelligence
Presented by: EisnerAmper
Hosted by: CFO Intelligence & Real Estate Strategies Corporation
Location: Online
“The CFO Intelligence Holiday Reception was a great opportunity to network and hear from a successful finance and business leader who is in the forefront of value creation in the Pharmaceutical industry!”
Emile Williams, CFO
Wed. Oct 16, 2024
5:30-8:30pm
Enterprise Dinner Reception
Discussion Topic: Making the Leap to CEO…a CFO discussion
Enterprise CFO Dinner Discussion
Discussion Leader: Richard Veldran | CEO | GoTo
Presented by: EisnerAmper
Hosted by: CFO Intelligence and Real Estate Strategies Corporation
Location: Red Horse by David Burke Bernards Inn | 27 Minebrook Road, Bernardsville, NJ
“Thank you again for hosting a great event. The venue you chose for the Manufacturing & Distribution CFO Dinner Discussion was terrific and the dialogue was worthwhile. I greatly appreciate being included in these sessions. Be well and congrats on a job well done!”
Michael J. Losch, Chief Financial Officer
Signum Biosciences, Inc.
Sucessful Women in Finance CFO Sector Group
CFOs to Controllers
Fri. Oct 18, 2024
11:30-2:30pm
Luncheon & Discussion
Imposter Syndrome
Discussion Leader: Laura Crothers | Founder & CEO of Crothers Consulting
Presented by: The Wilner Group
Hosted by: CFO Intelligence and Real Estate Strategies Corporation Cost: None, courtesy of the winner Location: Ristorante da Benito 200 Walton Avenue, Union, New Jersey
“CFO Intelligence events are always first-class!”
Michael J. Losch, Chief Financial Officer
Signum Biosciences, Inc.
Recent Events
Tue. Aug 13, 2024
5:30-8:30pm
Enterprise Dinner Reception
Discussion Topic: A Billion-Dollar Strategy… A CFO Case Study in Achieving Greater Revenue
Enterprise CFO Dinner Discussion
Discussion Leader: David Wyshner | CFO | Kyndryl
Presented by: EisnerAmper
Hosted by: CFO Intelligence and Real Estate Strategies Corporation
Location: Blue Morel Restaurant and Wine Bar at the Westin Governor Morris Hotel, 2 Whippany Rd, Morristown, NJ
Jeffrey M. Dale, Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Middle Market Company CFOs and senior finance executives
Thu. August 8, 2024
5:30m – 8:30pm
Dinner Discussion
Becoming CEO
A Middle Market CFO Career Strategy
Discussion Leaders: David Mudrick | CEO | Topcon
and
Bob Barry | President | The Oscar and Ella Wilf Campus for Senior Living
Presented by: EisnerAmper
Hosted by: CFO Intelligence and Real Estate Strategies Corporation
Location: LaGriglia Seafood Grill & Winebar, 740 Kenilworth Blvd, Kenilworth, NJ
“CFO Intelligence events are always insightful and enjoyable.”
John Breeman, CFO
Thu. June 20, 2024
5:30-8:30pm
Enterprise Dinner Reception
Meet Paul Ruh, CFO of Kenvue
Presented by: Eisener Amper
Hosted by: CFO Intelligence & Real Estate Strategies Corporation
Location: Red Horse by David Burke at Bernards Inn | 27 Mine Brook Road
Bernardsville, NJ
Successful Women in Finance CFO Sector Group
CFOs to Controllers
Fri. Jun. 7, 2024
11:30am – 2:30pm
Luncheon & Discussion
Beyond Perks & Policies
Normalizing Hybrid Work
DISCUSSION LEADER: Meryl Rosenthal | Flexpaths
Present by: The Wilner Group
Hosted by: CFO Intelligence and Real Estate Strategies Corporation
Location: RP Prime Steak + Seafood | 209 Ramapo Valley Road, Mahwah, NJ 07430
Middle Market Company CFOs and senior finance executives
Tue. March 19, 2024
5:30m – 8:30pm
Dinner Discussion
Credit, Debt, and the Economic Implications of the 2024 Presidential Election
Middle Market CFO Dinner Discussion
FEATURED SPEAKER: Tani Fukui| Macroeconomist, Director | MetLife Investment Management
Presented by: EisnerAmper
Hosted by: CFO Intelligence and Real Estate Strategies Corporation
Location: Upper Montclair Country Club, 177 Hepburn Road, Clifton, NJ 07012
Eileen Flarity, Principal
Alliance Cost Containment
Successful Women in Finance CFO Sector Group
CFOs to Controllers
Fri. Mar. 8, 2024
11:30am – 2:00pm
Luncheon & Discussion
AI in the Workplace
How Generative AI Influences Business Decision Making
DISCUSSION LEADER: Matthew Konwiser | Ecosystem Partner – Data, AI and Automation Team | IBM
Present by: The Wilner Group
Hosted by: CFO Intelligence and Real Estate Strategies Corporation
Location: LaGriglia Seafood Grill & Wine Bar : 740 Kenilworth Blvd, Kenilworth, NJ 07033
Wolfgang Tsoutsouris, Director
Mast Advisors
Tue. Jan 23, 2024
5:30-9:00pm
Dinner Discussion
Emotional Intelligence
Driving Transparency, Collaboration, and Greater Profitability
SUBJECT MATTER EXPERT: Fred Bunsa | Senior Consultant | A.J. O’Connor
LOCATION: Wine Room at the Blue Morel Restaurant & Wine Bar | Westin Governor Morris Hotel, 2 Whippany Road, Morristown, NJ
Attend at no cost, courtesy of IBM & EisnerAmper
Tue. Dec 12, 2023
11:45am – 1:00pm [EST]
Webinar
Course 201
AI from the CFO’s Perspective…Mitigating Risk and Achieving Success
Presented by IBM & EisnerAmper
SUBJECT MATTER EXPERTS: Matthew Konwiser | IBM
Jason Juliano | EisnerAmper
LOCATION: Online
Ben Dominquez, Major Accounts District Manager
ADP
Middle Market
Tue. Nov 28, 2023
5:00-9:00pm
Dinner Discussion
Emotional Intelligence
CFO’s Path to Innovation and Greater Profitability
SUBJECT MATTER EXPERT: Fred Bunsa | Senior Consultant | A.J. O’Connor
LOCATION: Redhorse at the Bernards Inn by David Burke | 27 Minebrook Road, Bernardsville, NJ
“The Manufacturing & Distribution CFO Dinner Discussion was a great event!”
Corey Sparks, VP – US Regional Finance Director (RFD)
Attend at no cost, courtesy of IBM & EisnerAmper
Wed. Nov. 15, 2023
11:45am – 1:00pm
Webinar
Course 101
Deploying AI…Danger and Opportunity
Presented by IBM & EisnerAmper
SUBJECT MATTER EXPERTS: Matthew Konwiser | IBM
Jason Juliano | EisnerAmper
LOCATION: Online
Successful Women in Finance CFO Sector Group
CFOs to Controllers
Fri. Oct. 27, 2023
11:30am – 2:00pm
Luncheon & Discussion
An Intentional Approach to Building Your Brand and Business Relationships
… While You’re Employed!
DISCUSSION LEADER: Alyssa Gelbard | Founder & CEO | Point Road Group
LOCATION: Il Castello’s | 81 Main Street, Woodbridge, NJ 07095
Monmouth, Mercer, Middlesex & Ocean Counties (M3O) CFO Sector Group
CFOs who work or live in Monmouth, Mercer, Middlesex, or Ocean Counties
Wed. Oct. 25, 2023
5:30-9:00pm
Dinner Discussion
ATTRACTING & RETAINING HIGH-CALIBER EMPLOYEES
The benefit of great benefits
DISCUSSION LEADER: Eric J. Hinds, | Managing Director | Merrill Lynch Global Wealth Management
LOCATION: THE GOAT, by David Burke | 1411 Route 36 North, Union Beach, NJ 07735
Upcoming CFO Events
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…1411 Route 36 North, Union Beach, NJ. Join us, as our guests and at no cost, for this inaugural event on Wednesday, October 11, 2023, at 5:30 PM 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!
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 Friday, October 20th at 11:30 AM at Il Castello’s, 81 Main Street, Woodbridge, NJ,
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.
Join Matthew Konwiser, Principal Ecosystem Partner at IBM’s Data, AI and Automation Team, as he leads an exciting enterprise company CFO dinner discussion. Some of Matt’s insights include:
“Large Language Modules and generative AI are business disruptors. They impact the cost of doing business, budget predictability, and directly influence 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. Smaller companies may also now pose a greater competitive threat to long-established industry juggernauts. It comes down to this: As CFO, 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?”
Enterprise company CFOs…those whose companies have annual revenue in excess of $1 Billion US…may attend this exciting event at no cost. Since this will be a small group event, seating is limited. Please reserve your seat now.
Join Matthew Konwiser, Principal Ecosystem Partner at IBM’s Data, AI and Automation Team, as he leads an exciting enterprise company CFO dinner discussion. Some of Matt’s insights include:
“Large Language Modules and generative AI are business disruptors. They impact the cost of doing business, budget predictability, and directly influence 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. Smaller companies may also now pose a greater competitive threat to long-established industry juggernauts. It comes down to this: As CFO, 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?”
Enterprise company CFOs…those whose companies have annual revenue in excess of $1 Billion US…may attend this exciting event at no cost. Since this will be a small group event, seating is limited. Please reserve your seat now.
Domestic and mid-sized businesses are in a position of advantage today. Generative AI is expanding rapidly and the gains it can offer with a relatively low startup cost can afford highly competitive positions even in saturated markets. But it’s not a hazard-free path. Large businesses have teams of lawyers and data scientists to vet use models, ethics, legality, and accuracy. In contrast, smaller businesses have a financial leader who sets strategy, reviews contracts and signs checks, trusting that their peer business leaders understand the tech well enough to make the go/no-go decision for the good of the organization.
It is now becoming an equal responsibility of the CFO to be a technical advisor and last mile technology purchase overseer. Are you already serving in this capacity? What tools/additional tools and knowledge do you need to fulfill that role? How are you and your peer company leaders adjusting course to adapt to new technology?
CFOs and senior finance executives from middle market companies…those with annual revenue between $50 million and $1 billion…may attend at no cost. RSVP to join your CFO peers in an exciting private discussion. We’ll be excited to see you and to hear your views.