Summit Agenda
CFO Recruiting Summit:
The Future of Finance Talent
This one-day executive forum brings together leaders across corporate finance, private equity, and executive search to examine how organizations are identifying and developing the next generation of finance leadership.
Through keynote conversations, executive panels, and roundtable discussions, the program focuses on the forces shaping the CFO talent market and the evolving expectations of finance leadership.
What to ExpectFrom Finance Leader to Enterprise Strategist: The Board’s View of the Modern CFO
Fireside Chat
Andrew Nathanson, President & CFO - ZRG
Blythe McGarvie - Lead Independent Director - Apple Hospitality REIT & Wawa Former CFO - Société BIC & Hannaford Bros.
As CFOs take on broader strategic responsibilities, expectations at the board level continue to evolve. This conversation explores how boards assess finance leadership today and what distinguishes top CFO candidates in an increasingly complex environment.
The Adaptable CFO: Leadership Across Business Models
Brian West, Former CFO, Boeing
Today’s CFO is increasingly expected to operate across a range of business models and environments. Drawing on experience leading finance organizations within large, complex enterprises, this session explores how CFOs adapt their leadership approach to meet evolving organizational needs
From Scorekeeper to Value Driver: The Evolution of the CFO Role
John Baksht, EVP & CFO, Fortune Brands Innovations
Mike Drazin, CFO, Medline Industries
Clem Johnson, President - Crist|Kolder Associates
CFOs are evolving into strategic leaders responsible for driving performance, enabling growth, and shaping enterprise strategy. This panel explores how the role continues to expand—and what organizations now expect from finance leadership.
Evolving Expectations Across the Office of the CFO
Panel Discussion
Moderator: Stacy Kelly
Panelists:
John Hall, Managing Partner, True Search
Kristin Bittorf, Head of Finance, Aeropay
Tim Bosslet, CFO, Chomps
Aron Beach, Managing Director, Wynnchurch Capital
As organizations evolve, so do expectations for the broader finance function. This discussion explores how roles across the office of the CFO are changing—and how leadership teams are being structured to support growth and transformation.
How CFOs Drive Value in PE-Backed Companies
Panel Discussion
Denis LaPolice, President & Founder - Resource Management Group
Jillian Evanko, CEO, Duravant
Crosby Baker, Head of Human Capital, H.I.G. Capital, Operating Partner - H.I.G. Capital
In private equity-backed environments, CFOs play a critical role in driving performance and value creation. This session explores how finance leaders operate in high-growth, high-accountability settings—and what differentiates top talent in these environments.
Building the CFO Bench: Developing Finance Leaders for the Next Cycle
Panel Discussion
Moderator: Max Woolger, VP Revenue - Ezekia
Heather Rickard, SVP of Talent, Cushman & Wakefield
Amanda Henkel, Partner, Caldwell
Meenal Sethna, EVP & CFO, Option Care Health
As organizations focus on long-term leadership development, building a strong pipeline of future CFOs has become a strategic priority. This session explores how companies are identifying, developing, and preparing the next generation of finance leaders.
How CFOs Are Moving Beyond Conventional Workplace Metrics to Drive Enterprise Value
Richard Stein - CEO - HSiQ Talent Intelligence
As the role of the CFO continues to evolve, finance leaders are expanding their focus beyond traditional metrics to drive broader enterprise impact. This session explores how CFOs are redefining value creation across the organization.
REGISTRATION
Early Registration | $850
Standard Registration | $1,250
A focused gathering of senior finance and talent leaders