Wednesday, September 20, 2023
5:30 – 9:00 pm

Is Your Board Ready for AI…Are You?

DISCUSSION LEADER
Matthew Konwiser, Principal Ecosystem Partner,
of IBM’s Data, AI and Automation Team

LOCATION
Lithos Estiatorio
405 Eishenhower Parkway,
Livingston, NJ 07039

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.

Thursday, September 14, 2023
5:30 – 9:00 pm

AI…The Optimal Mid-Market Competitive Advantage

DISCUSSION LEADER
Matthew Konwiser, Principal Ecosystem Partner,
of IBM’s Data, AI and Automation Team

LOCATION
II Castello’s
81 Main Street
Woodbridge, NJ 07095

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.

The workplace continues to evolve. Pre-pandemic, companies deployed workplace consolidations that shrunk footprints and lowered costs per employee by shifting away from private office space to more shared collaborative space. Then the pandemic taught companies that knowledge workers no longer need to go to the office to conduct business. The challenge now is to define what makes employees want to collaborate in-person. Attracting and retaining top talent – which are both critical for growth and innovation – still drive workplace design. Workplaces that are flexible, promote shared values, and build employee bonds will be resilient for the future and will protect the bottom line.

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 for the launch of “Successful Women in Finance”, a quarterly luncheon discussion series for women finance executives, those who aspire to such accomplishments, and those who support and promote successful women. Ms. Tani Fukui, Economist and Director, MetLife Investment Management, will lead a discussion, entitled “Volatility Driving Opportunity: The Near-Term Economy”. Seating is very limited for this small group event.

“How is the desire to make workplaces more purposeful and have clearer business value impacting long-term real estate strategies and reshaping how workplaces are planned and managed over time? How will organizations need to evolve to be successful in the new paradigm?”.

The pandemic has forever shifted how organizations think about workplaces. A heightened focus on value creation is driving some to integrate real estate, HR, IT and facilities to support work as a holistic experience. Others are rethinking their location strategies and expanding external partnerships to provide not only more experiences for employees, but more agility and flexibility for the enterprise. What does it mean to focus on workplace experience and value creation? What are the challenges and benefits, and if it is more than just a short-term pandemic hangover, how will it reshape traditional enterprise real estate functions?

Join David Craig, PhD, Strategy Director, Senior Associate, at Gensler, as he shares his insights and perspectives on current trends and future thinking in the important evolution of work. David is widely recognized as a workplace expert and leader in developing, implementing, and promoting innovative workplaces that bring measurable benefits to organizations.

Gensler is a renowned global architecture, design, and planning firm, founded in 1965, with 53 locations and more than 7,000 professionals networked across the Americas, Europe, Greater China, Asia Pacific, and the Middle East.

Attend the Manufacturing & Distribution CFO Dinner Discussion, presented by EisnerAmper and hosted by CFO Intelligence. Hear Leo Helmers, Co-Founder of Mereo Capital Partners, lead a dynamic conversation the opportunities for companies to achieve operational excellence and enterprise value in the current volatile economy. Limited seating available!

The Inflation Reduction Act has opened up new investment options for corporate treasury teams seeking to convert their federal tax liability into cash. This digital presentation, hosted by CFO Intelligence and presented by subject matter experts at Nelnet, Inc. (NYSE: NNI) will explore these new investment options including tax credit equity and transferred tax credits. The discussion will focus on Nelnet’s experience investing its own capital and will also provide practical advice for treasury teams looking for a quick return of capital in low-risk investments. Join the leaders of Nelnet’s solar tax equity team as they share their experience managing $400+ million in the asset class.

What you will hear:

• New tax credit provisions from the Inflation Reduction Act
• How to monetize federal tax liability with tax equity and transferred tax credits
• Why solar tax equity is a back-loaded investment with front-leaded benefits

Join subject matter experts / instructors Jon D. Miller and Scott Gubbels of nelnet as they present this exciting and informative discussion!

CPAs in good standing who attend and complete the class will be eligible to receive one continuing education (CPE) credit.

Celebrate the holidays with CFO Intelligence and your CFO peers! Join CFO Intelligence, Novo Nordisk, Real Estate Strategies Corporation, and NJ area CFOs and other executives, as we celebrate the holidays and announce the publication of the winter issue of CFO Intelligence magazine featuring cover story CFO, Ulrich Otte of Novo Nordisk

The right corporate structure means everything, when seeking to achieve operational excellence, secure financing, and when working toward the ROI expectations of shareholders and others. On December 6, 2022, join enterprise company CFO peers and Richard Veldran, CFO of GoTo, who will lead an exciting and creative discussion about taking a public company private for the express purpose of accomplishing something entirely different and much more profitable!

With the very real possibility of a global economic recession looming on the horizon, Manufacturing & Distribution CFOs are diligent in gaining an understanding as to the potential effects on their companies’ operations and profitability, their customers, partners, and others. Forward-looking M&D CFOs seek to gain intelligence, not just about how their companies will sustain during an economic recession, but how they can power through a downturn and prepare for growth. On November 22, 2022, join CFO peers along with Tani Fukui, Director, Global Economic and Market Strategy, MetLife Investment Management, and Ralf Hermkens, CFO of DOKA USA, who will lead an exciting dinner discussion exclusively for M&D CFOs. Presented by EisnerAmper and hosted by CFO Intelligence and Real Estate Strategies Corporation.

With the very real possibility of a global economic recession looming on the horizon, CFOs are diligent in gaining an understanding as to the potential effects on their companies’ operations and profitability, their customers, partners, and others.  Forward-looking CFOs seek to gain intelligence, not just about how their companies will sustain during an economic recession, but how they can power through a downturn and prepare for growth.  On October 12, 2022, join Tani Fukui, Director, Global Economic and Market Strategy, MetLife Investment Management, and Gary Piscatelli, CFO, formerly with Proctor & Gamble and Hunter Douglas, along with other CFOs, as Tani and Gary lead an exciting dinner discussion exclusively for CFOs at enterprise companies. Presented by EisnerAmper and hosted by CFO Intelligence

 In the current business environment, companies face many challenges.  Attracting and retaining high caliber talent has certainly become one of the most challenging for many CFOs.  Join Corey Sparks, VP – US Regional Finance Director, Teva, along with other CFOs at New Jersey area manufacturing and distribution companies, as he leads an informative and dynamic dinner discussion about how Teva has cracked the talent attraction and retention code.  Presented by EisnerAmper and hosted by CFO Intelligence

Solar tax equity investments allow corporate treasury teams to convert their federal tax liability into low-risk, yielding assets with a quick return of capital that align with their company’s environmental and sustainability goals. This digital presentation will uncover the hidden financial and organizational benefits of solar tax equity investments and will provide tips to boost returns by integrating ESG factors into the underwriting process. Join the leaders of Nelnet’s (NYSE: NNI) solar tax equity team as they share best practices learned by managing $300+ million of solar tax equity investments on behalf of Nelnet and its co-investors.

A private and exclusive discussion among enterprise company CFOs on the challenges and opportunities in driving growth in the current environment amid chip shortages, supply chain delays, rising fuel prices, labor supply constraints, inflation, geopolitical events, and more.

May 5, 2022 at 5:30 PM 

Upper Montclair Country Club, 177 Hepburn Road, Clifton, NJ

Hosted by CFO Intelligence, this is private small group dinner discussion is available to enterprise company CFOs by invitation-only. Seating will be limited.

Excellence Amid the Disruption:  A Supply Chain Discussion

Hosted by Eisner Advisory Group, Presented by CFO Intelligence

March 23, 2022

CFOs are faced with a rapidly changing supply chain landscape in almost every aspect of their companies’ manufacturing and distribution efforts.  Inbound and outbound challenges exist in almost every industry, with what appears to be ever-increasing prices, constant disruption, and declining resource certainty.  Just-in-Time inventory has evolved to Just-in-Case management, and forecasting has become nearly impossible.

Supply chain expert, Hannah Testani, CEO of Intelligent Audit, will lead a vibrant discussion on how CFOs can collaborate with their executive teams to manage through the current environment, and where they can invest time and energy to maintain growth and sustain profitability.  Join peer CFOs and Eisner Advisory Group at the Manufacturing & Distribution Industry Sector Group Dinner Discussion, presented by CFO Intelligence, at 5:30 PM ET on March 23, 2022, at the Upper Montclair Country Club, Clifton, New Jersey. 

CFO Intelligence Launch Event

The festivities will begin at 6:00 PM and will continue until 9:00 PM. We’ll celebrate the launch of our new venture with fine wine and great beer, Hors d’oeuvres, and more.

November 18, 2021

We’ll also celebrate the launch of CFO Intelligence magazine, with cover story CFO, Matthew Ellis, who will share his views on business, strategy, and M&A.