Events
CFO Intelligence
Bringing CFOs and senior finance executives together drives Relationships, Insights & Growth — so CFO Intelligence hosts live in-person events at exclusive venues and digital events, most of which are available to CFO Members on a private, and invitation-only basis.
At CFO Intelligence events, CFOs network, forge relationships, share experiences and ideas, receive CPEs, and bring their companies together to conduct business. From round-table to case-study discussions, to subject-matter expert presentations, and much more, CFO Intelligence omnichannel programs deliver exceptional value to Members.
Upcoming CFO Events
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.
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.
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.
“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
Wolfgang Tsoutsouris, Director
Mast Advisors
Eileen Flarity, Principal
Alliance Cost Containment
Ben Dominquez, Major Accounts District Manager
ADP
Travis Epp, Partner
Eisner Advisory Group LLC
Jeffrey M. Dale, Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Brian Hart, President
Berje
“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.
“The Manufacturing & Distribution CFO Dinner Discussion was a great event!”
Corey Sparks, VP – US Regional Finance Director (RFD)
Jeffrey M. Dale
Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Jeffrey M. Dale
Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Jeffrey M. Dale
Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Jeffrey M. Dale
Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Jeffrey M. Dale
Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
Jeffrey M. Dale
Vice President and Chief Financial Officer
Federal Reserve Employee Benefits System
“Thank you for hosting the recent Manufacturing & Distribution CFO Dinner Discussion. It was my first time back at one of these events since COVID and I think it was an excellent evening, with conversations that were helpful to participate in. I do appreciate your efforts and your support of the CFO community.”
Brian Hart, President of Berje
“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 of Signum Biosciences, Inc.
“The Manufacturing & Distribution CFO Dinner Discussion was a great event!”
-Corey Sparks, VP – US Regional Finance Director (RFD)
Recent Events
“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.
Continuing ProfessionalEducation Credits
CFOs and senior finance executives who are CPAs can acquire knowledge and remain in good standing with CPA requirements through CFO Intelligence in-person and digital events that qualify for Continuing Professional Education credits.
CFO Intelligence 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. Comments regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Watch CFOs and other C-suite executives share insights, ideas, and experiences with CFO Intelligence Host, Andrew Zezas, discussing timely and vital business topics that include finance, operations, risk, strategy, M&A, supply chain, the economy, acquiring and retaining talent, and much more.