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

Making the Leap to CEO: a CFO Discussion
Enterprise CFO Sector Group

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

Read more...

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.

“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.

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SWIF.ImposterEvent

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

Read more...

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. 

“CFO Intelligence events are always first-class!”

 Michael J. Losch, Chief Financial Officer
Signum Biosciences, Inc.

Recent Events

A Billion-Dollar Strategy
Enterprise CFO Sector Group

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

Read more...

Join David Wyshner, CFO of Kyndryl, as he discusses a highly successful and significant revenue generating strategy and draws on his extensive track record at Avis, Wyndham, IBM, and other great companies.

“At last evening’s Enterprise Company CFO Dinner Discussion, your subject matter expert did a great job of giving us insights to the public to private considerations, particularly the deeper dive into unlocking underlying value…”

Jeffrey M. Dale, Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System

Becoming CFO: A Middle Market CFO Career Strategy

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

Read more...

Join Dave Mudrick, CEO of North American operations for a global Japan based company and Bob Barry, President of a New Jersey based tax-exempt organization, as they share their diverse insights and unique experiences in evolving from CFO to CEO. 

“CFO Intelligence events are always insightful and enjoyable.

John Breeman, CFO

Enterprise CFO Sector Group

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

Read more...

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

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

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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.

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

Read more....

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.

“There’s no one better at bringing executives together to share their experiences, partner in their expertise, and learn from each other. Andy is a wonderful host, an insightful businessman and a valuable asset to us all. The CFO Intelligence Holiday Reception was a wonderful event!”

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​

Read more....

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.

“Last week’s CFO Intelligence Holiday Reception was great! Not surprisingly, attendees were of a very high caliber and the overall vibe was very classy.”

Wolfgang Tsoutsouris, Director
Mast Advisors

Enterprise CFO Sector Group

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

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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.

 

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

Read more....

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”.

“The CFO Intelligence Holiday Reception included moving speeches and insightful conversations, delicious food and drink, and good cheer! Thank you again Andy and CFO Intelligence for hosting such a wonderful event!”

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

Read more....

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. 

“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

Read more....

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.

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

Read more....

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.

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

Read more....

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!

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.