The Red Rock Resort, Las Vegas NV
March 5-7th, 2017

This event is co-located with

Red Rock Resort, Las Vegas
March 5-7th, 2017

Key Themes

Technology & Transition in Finance
  • Managing IT infrastructure in a growing/changing environment
  • Cloud vs. On premise
  • ERP integration
  • Incorporating mobility with a deliberate plan and purpose that satisfies employees
  • Cyber Security
  • Data Analytics and finance come together
CFO Leadership & Innovation
  • Innovative ways to engage employees
  • Bringing Health Care spending under control
  • Manage HR analytics to impact the performance of employees
  • Designing compensation incentive programs for mid-market companies
  • Board relations, effective company structure, CEO/CFO relationship
  • What to expect from a tax, trade and employment perspective under a new Presidency.
Strategic Financial Management
  • M&A- Diligence through Acquisition
  • Cost reduction strategies
  • Profitability improvement initiatives
  • Best Practices in Annual Budgeting
  • Quarterly forecasting and rolling forecasts
Banking & Capital Markets Practices
  • Finding and Improving good banking relationships
  • International Banking
  • Cash-flow/payment terms and the pressures on the balance sheet in the current economic environment
  • Public vs private and the path to IPO
  • A CFO that has taken a company public to address process and pitfalls and current market conditions
Governance, Risk Mgmt & Compliance
  • Enterprise/Mid-Market Risk Management best practices.
  • SEC and Financial Reporting such as Lease Accounting
  • What happens after you do the big implementation and how to solve the next piece of integration and adoption
  • Credit Insurance and factoring
  • Risk management- Insurance/commodities.


Keynote Presentation

Effective Leadership & Developing the Next Generation of Leaders

Breakout Presentation

Financial Leadership for 21st Century

Breakout Presentation

Transformation of the Finance Function: A Case Study

Breakout Presentation

Craft Your Culture To Create Your Future


2017 Speakers

David (Dave) G. DeFreitas
Group CFO - Corporate Services

Caterpillar Inc.

John Eder
Chief Financial Officer

Seminole Gaming

George Montague
CFO & Vice President, Global Finance

Smiths Medical

Brent Ridge
Vice President for Corporate Services and CFO

Energy Northwest


2017 Steering Committee

Samuel Heller
Senior VP & Chief Financial Officer

Visiting Nurse Service of New York

Sally Brandtneris
Chief Financial Officer

Logicalis, Inc.

Ronald Izewski
Senior VP & Chief Financial Officer

Just Born Inc.

Vishal Chhibbar

Exl Service


Event Schedule

Day 1 Sunday March 5

5:00pm - 7:00pm
Welcome Cocktail Reception/Registration

Day 2 Monday March 6

7:30am - 9:00am
Breakfast Buffet

8:00am - 8:50am
Keynote Presentation

9:00am - 1:00pm
Conference Sessions

9:00am - 1:00pm
One-on-One Research Meetings

1:00pm - 2:00pm
Gourmet Lunch

2:00pm - 6:00pm
One-on-One Research Meetings

2:00pm - 6:00pm
Conference Sessions

6:00pm - 7:30pm
Networking Drinks Reception

Networking Dinner

Day 3 Tuesday March 7

7:30am - 9:00am
Breakfast Buffet

8:00am - 8:50am
Keynote Presentation

9:00am - 12:10pm
Conference Sessions

9:00am - 12:10pm
One-on-One Research Meetings

Attending Companies

A-America, Inc.
Virgin Galactic
Alpine Fresh, Inc.
Bob Mills Furniture
Hot Topic
City National Bank
Clarke Power Services, Inc.
Edwards Vacuum
FJ Management Inc
Frontier Paper & Packaging
Group Voyagers, Inc.
Just Born
NORMS Restaurants LLC
Rand Group Solutions, LLC
Schuchart Corporation
Swiss Valley Farms Initiative
WorkForce Software