Meeting Dates

All webconferences begin at 12 noon Eastern unless noted below and are also both recorded and summarized for our international members and those with schedule conflicts.

2016:   1/14, 2/11, 3/10, 4/14, 5/12, 6/9, 7/14, 8/11, 9/8, 10/13, 11/10, 12/8.
2017:   1/12, 2/9, 3/9, 4/13, 5/11, 6/8, 7/13, 8/10, 9/14, 10/12, 11/9, 12/14.
2018:   1/11, 2/8, 3/8, 4/12, 5/10, 6/14, 7/19, 8/9, 9/13, 10/11, 11/8, 12/13.




Meeting Topics and Discussion Leaders.

Any missed? Available on the member portal in both video and PDF summaries.


NASDAQ OMX Group, Frank Hatheway, Chief Economist and Senior Vice President.
  Discussing: "State of the Economy & the IPO Market."

Toyota, Chris Ballinger, Sr.V.P. & CFO.
  Discussing: "Using Data Analytics to Drive Performance."

Office Depot, Terry Nichols, Vice President, Global Loss Prevention/Safety.
  Discussing: "Predictive Modeling to Reduce Risk."

Shell, George Connell, VP Strategy and Finance Operations.
  Discussing: "Finance Transformation Case Study."

Microsoft, Marilee Byers, Director, Financial Compliance Group.
  Discussing: "Controls Monitoring."

MillerCoors, Tim Wolf, Chief Financial and Integration Officer.
  Discussing: "The CFO as the Chief Dealmaker."

FASB, Edward Trott, Chairman.
  Discussing: "Discussion of the FASB's Agenda."

Banner Health, Jeff Buehrle, VP and CFO East Region.
  Discussing: "How Strategic Alignment Drives Operational Performance."

Vonage Corporation, Barry Rowan, CFO and Chief Administrative Officer.
  Discussing: "A Search for Meaning in our Work."

Polycom, Don Floyd, Chief Audit Executive and Compliance Officer.
  Discussing: "Enterprise Risk Management: An Implementation Case Study."

Bank of America, Jim McComb, Senior Vice President, Finance.
  Discussing: "Effective Financial Forecasting Techniques."

Pearson, Bhadresh Sutaria, CFO and Sr. Vice President, Assessment & Information Group.
  Discussing: "Business Performance Management."

AOL, Arthur Minson, EVP, Chief Financial and Administrative Officer.
  Discussing: "Executing a Turnaround."

Arrow Electronics, Paul Reilly, Executive Vice President, Finance and Operations & CFO.
  Discussing: "Investor Relations Overview."

Marathon Oil, Richard Kolencik, former CPA, Assistant Secretary, Sr. Group Counsel.
  Discussing: "Insider Trading, Reporting and Regulation."

Winnebago Industries, Sarah Nielsen, Vice President - Chief Financial Officer.
  Discussing: "External Financial Reporting: Process Improvement Success Story."

Barron's, Jim McTague, Washington Editor.
  Discussing: "Business Tax Policy and Regulations."

Plantronics, Barbara Scherer, Senior Vice President & CFO.
  Discussing: "Understand the Business Drivers for UC."

KPMG, Ralph Canter, Managing Director.
  Discussing: "The Role of the CFO in Driving Cost Optimization in Turbulent Times."

APQC, Mary Driscoll, Senior Research Fellow.
  Discussing: "Finance Process Improvement: Top Performance Up Close."

First Data Corporation, Nigel Andre, VP of Finance.
  Discussing: "The Future of Money."

Microsoft Corporation, Robert M. Weede, Assistant Corporate Controller.
  Discussing: "Finance Function Case Study: an Inside Look."

Rampant Lion Sports, Steven D. Koss, MBS; Planning and Management Committee of IAAM.
  Discussing: "From A to A+: Making the Grade by Rethinking the Role of the CFO."

Walgreen's, Wade Miquelon, CFO.
  Discussing: "Thoughts for Surviving, Thriving, and Transforming in Tough Economic Times."

SAS, Clark Abrahams, Chief Financial Architect.
  Discussing: "Optimizing Our Nation's Credit System With a Credit Assessment Framework."

Citibank, Scot Parnell, CFO, Student Loan Corporation.
  Discussing: "Leading Through Challenge-What To Do When Everything You Know Changes."

Ernst & Young, Robert Baldoni, Treasury Services Leader.
  Discussing: "Foreign Exchange Risk Management: An Integrated Business Approach."

Cox, Mike Mannheimer, VP & Chief Procurement Officer.
  Discussing: "Is Your Sustainability Program Financially Sustainable?"

Deluxe Corporation, Jeff Johnson, Treasurer & Vice President, Investor Relations.
  Discussing: "Credit Facility Financing: A View From The Trenches."

Cardinal Health, Jeff Henderson, CFO.
  Discussing: "Thriving in a Volatile Market Period."

Pearson, Bhadresh Sutaria, CFO and Sr. Vice President, Assessment & Information Group.
  Discussing: "Business Performance Management."

UNUM, Tyler Siira, Director, Corporate Treasury.
  Discussing: "Sidecar Leadership: Grooming Your #2 (and Beyond)."

KPMG, Ralph Canter, CFO.
  Discussing: "The Reinvention of Finance."

Gartner, Michael Smith, VP Analyst.
  Discussing: "How 21st Century Financial Reporting Requirements Will Impact CFO's"

KPMG, Eugene Kublanov, Managing Director, Shared Services and Outsourcing Advisory.
  Discussing: "Effective Services Governance: Balancing Performance and Risk Management."

NASDAQ OMX Group, Frank Hatheway, Chief Economist and Senior Vice President.
  Discussing: "State of the U.S. Economy & the IPO Market."

Acxiom Corporation, Brett Madison, Vice-President of Finance.
  Discussing: "Financial Planning and Analysis Transformation."

Morningstar, Heather Brilliant, global head of equity and corporate credit research.
  Discussing: "Equity and Corporate Credit Research."

First Choice Medical Supply, Stacey Holt, CFO.
  Discussing: "Becoming a Customer-Centric Biller."

Bank of America, Jim McComb, Senior Vice President, Finance.
  Discussing: "Taming Wild Cards: The CFO's Secret to Planning for Certain Success in an Uncertain World."

Rotary International, Lori Carlson, CFO.
  Discussing: "A Roadmap to Financial Sustainability."

Shell, George Connell, Vice President, Strategy and Migrations Finance Operations.
  Discussing: "Transforming Finance for Enterprise Excellence."

McGraw Hill Financial, Michelle Ferguson, Senior Vice President, Global Business Services.
  Discussing: "The Perfect Storm: Transformation, Outsourcing and an ERP Implementation."

Technicolor Canada, Sunil Gulati, Director of Operations.
  Discussing: "Cost Control in Operations."

AkzoNobel, Jennifer Midura, Head of Strategy and M&A.
  Discussing: "End-user Segmentation."

BorgWarner, Brian Maturi, Director of Risk Management.
  Discussing: "Enterprise Risk Management at BorgWarner."

Bank of America, Jim McComb, Senior Vice President, Finance.
  Discussing: "Positioning Your Organization for Certain Success in an Uncertain Future."

Pearson, Bhadresh Sutaria, Sr. VP - Finance.
  Discussing: "Business Performance Management."

US Foods, W. Shane Guilliams, VP, Vendor Finance.
  Discussing: "Streamlining Shared Services in Accounts Payable."

Waste Management, Cherie Rice, Vice President, Finance & Treasurer.
  Discussing: "Commodity Risk Management."

AP Now, Mary Schaeffer.
  Discussing: "Travel & Entertainment Best Practices: Fraud Prevention & Complying with Tax Requirements."

Lionsgate, Michael Hainkel, Executive Vice President, Tax.
  Discussing: "Optimizing Your Effective Tax Rate."

Goldman Sachs & CO, Matt Dailey, VP - Head of US Liquidity Sales.
  Discussing: "Liquidity Management: Challenges Persist."

The Wendy's Company, Ed Martinez, VP - Shared Services.
  Discussing: "Finance Transformation Driving Value Through Shared Services."

GameStop, Rob Lloyd, Chief Financial Officer.
  Discussing: "Transforming the Future: Re-Defining the Annual Planning Process."

Halliburton, Millicent Chancellor, Vice President, Finance.
  Discussing: "Transforming a Worldwide Finance Organization."

Banner Health, Jeff Buehrle, CFO-Arizona East Region.
  Discussing: "How Strategic Alignment Drives Operational Performance."

RentPath, Michael Shaw Vice President - Tax.
  Discussing: "Corporate Tax Function: A CFO Primer."

Office Depot, Robert (Bob) Brewer, Senior Vice President & Chief Compliance Officer.
  Discussing: "Predictive Modeling to Reduce Risk."

BSR, Scott Travasos, CAO.
  Discussing: "Finance in the Cloud and Social Communication."

CBIZ MHM, Bill Smith, Managing Director, National Tax Office.
  Discussing: "Schedule UTP: You No Longer Have The Right to Remain Silent."

Winnebago Industries, Sarah Nielsen, Vice President - Chief Financial Officer.
  Discussing: "External Financial Reporting: Process Improvement Success Story."

Lehman Brothers, Robert Willens, Managing Director.
  Discussing: "Discussion of FIN 48 plus Recent Acquisition and Spinoff Tax Strategies."

Oracle, Folia Grace, VP, ERP and BI Applications.
  Discussing: "Advances in Financial Technology and Applications-Trends and Practical Uses."

Gartner, Christopher Lafond, EVP and CFO.
  Discussing: "High Performance Finance."

NASDAQ, Bill Shaw, Managing Director.
  Discussing: "NASDAQ - Overview of the International Markets - Trends and Where We Are Headed."

FASB, Edward Trott, Chairman.
  Discussing: "Discussion of the FASB's Agenda."

iRobot, Geoffrey Clear, Senior Vice President and CFO.
  Discussing: "Six Things You Always Wanted to Know About IPOs."

EDS, Al Decker, Executive Director Enterprise Risk Management.
  Discussing: "Operationalizing ERM."

Roadway, CFO & Sr. VP Finance and Administration, Bhadresh Sutaria.
  Discussing: "Finance Transformation."

Cisco, David Holland, VP.
  Discussing: "Building a Linear Business."

SAS, David Davis, VP and Chief Accounting Officer.
  Discussing: "IT & the Future of Financial Reporting."

Dell, Al Boddorf, Senior Mgr, Global Financial Services, Fraud Operations.
  Discussing: "An Outlook on Globalization and Fraud."

Ernst & Young, Robert Baldoni, Partner, Global Treasury Advisory Group.
  Discussing: "Better Cash Flow Forecasting."

Gartner, Annemarie Earley, Managing VP, Gartner Research Vertical Team.
  Discussing: "Keep it Simple: Payment Convergence."

Idea, Henry Camp, CFO.
  Discussing: "How to Beat the Cash Crunch Now."

NASDAQ, Bill Shaw, Managing Director.
  Discussing: "International Trends for Exchanges, Listed and Private Companies."

ERM Advisors, Al Decker, Principal.
  Discussing: "The Enterprise Risk Managed Business Plan: Giving ERM a Purpose."

Sun Trust, Ron Reighter, Vice Preseident Global Trade Solutions.
  Discussing: "The Financial Supply Chain and International Financial Transactions."

Alcoa, Bill O'Rourke, CAO.
  Discussing: "Experience in Focusing on GASE Expenditures."

LexisNexis, Michael Frankel, Senior Vice President Finance and M&A.
  Discussing: "Balancing P&L Verses Balance Sheet in Choosing Acquisition vs. Building."


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