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CFO Roundtable

People at a a table

Exchange best practices and build meaningful relationships

The CFO Roundtable is the preeminent forum for CFOs and senior finance executives to exchange best practices and can be invaluable for developing strategies for financial planning. Quarterly events are designed by and for CFOs and senior finance executives on topics relevant to the finance community. Alongside Terry College of Business, Office of Executive Programs, the invitation-only program facilitates peer-to-peer discussions that deliver practical value.

The interactive format engages attendees and provides new ideas to drive business performance. In addition, the program builds meaningful relationships within the community and participating sponsors. Created by Cushman & Wakefield (2005), in partnership with University of Georgia, Terry College of Business, the initiative has been a success across North America.

Previous Program Topics

  • Innovation
  • Opportunities & Threats in an Evolving World
  • Transformational M&A
  • Talent Development
  • Harnessing Technology
  • Cost Management
  • Economy and Markets
  • Sustainable Leadership
  • Enterprise Risk Management
  • Mergers & Acquisitions
  • Organizational Leadership and Strategy 
Past notable speakers

Digital Transformation in Unprecedented Times

April 6, 2022

Panelists:
Scott Herren, EVP & CFO, Cisco
Kim Kleinhans, SVP Finance & Administration-Central Division, Comcast
Kevin Ostertag, CFO, Panasonic Automotive

Moderator:
Tiffany Brown, Managing Director, Accenture


Future Ready CFO

December 16, 2021

Panelists:
Janine Seebeck, Chief Operating Officer & Chief Financial Officer, BeyondTrust
Charles Freund, Chief Financial Officer, Fleetcor
Steve Wedge, Chief Financial Officer, TK Elevator Corporation

Moderator:
Helen Van Ness, Managing Director, Alvarez & Marsal


Optimization in 2021 ESG & Finance: CFO's Role

June 22, 2021

Panelists:
Karen Holcom, SVP & CFO, Acuity Brands
Chris Hagler, Managing Director, Climate Change and Sustainability Services, EY
Steven Nichols, Head of ESG Capital Markets, America, Bank of America Securities

Moderator:
Kurt Kuehn, Board of Directors, LocatorX; Retired CFO, UPS


Optimization in 2021

March 25, 2021

Panelists:
Richard McPhail, EVP & CFO, The Home Depot
Mark Georgai, EVP & CFO, Norfolk Southern
Ann Gugino, CFO, Papa John's

Moderator:
Tiffany Brown, Partner & Managing Director, Accenture


Crisis Breeds Innovation (Webinar)

December 16, 2020

Panelists:
Brian Bowling, Senior Vice President and Chief Financial Officer, Federal Reserve Bank of Atlanta
Eric Evans, Senior Vice President Finance and Chief Financial Officer, Big Ass Fans
Kelly Janzen, Senior Vice President, Chief Financial Officer, and Treasurer, BlueLinx

Moderator:
Janine Brown, Atlanta Office Partner-in-Charges, Alston & Bird


Preparing for a Reopening (Webinar)

May 19th, 2020

Panelists:
Bill Knightly, Chief Operating Officer, GOS, Cushman & Wakefield
Marie Worsham, Managing Director, Cushman & Wakefield
Brian Berthold, Sr. Managing Director, Cushman & Wakefield
Karon Woodcock, Director, Cushman & Wakefield
Nan Loudon, Managing Director, Cushman & Wakefield
Nicole Goldsmith, Director, Cushman & Wakefield

Moderator:
John O'Neill, President, SE and SC Region, Cushman & Wakefield


Scaling for Growth

December 6th, 2019

Panelists:
Robin Boren, SVP of Finance & Treasurer, Southern Company
David Pipes, CFO, Inspire Brands

Moderator:
Cyndi Joiner, Managing Director, Corporate Performance Improvement East Region Leader, Alvarez & Marsal


Dynamics of Running a High Performance Organization

June 26th, 2019

Panelists:
Derek Schiller, President & Chief Executive Officer, Atlanta Braves
Alex Anthopoulos, Executive Vice President, General Manager, Atlanta Braves

Moderator:
Jill Robinson, CFO, Atlanta Braves
 

 


Leading Through Change

March 27th, 2019

A Conversation with Stacey Cunningham, President of the New York Stock Exchange


CFO's Role in Transformation

December 13th, 2018

Panel:
John Gamble, Chief Financial Officer, Equifax
Julia Houston, Chief Transformation Officer, Equifax
Richard Peretz, Chief Financial Officer, UPS
Scott Price, Chief Transformation Officer, UPS

Moderator:
David Davidson, Managing Director, Accenture


CFO's Role in Crisis Management

June 22, 2018

Panel:
Carol Tomé, CFO & EVP - Corporate Services, The Home Depot
Winnie Lerner, Managing Partner- Finsbury
Cari Dawson, Partner- Alston & Bird

Moderator:
Robert Long, Partner- Alston & Bird.


Demystifying Robotics

March 30, 2018

Panel:
Andrew Beck, Senior Vice President, Chief Financial Officer, AGCO
Aleem Gillani, Chief Financial Officer, SunTrust Banks
Tara Radford, Vice President of Finance, CFO Software at NCR Corporation

Moderator:
Scott Geddes, Executive Director, EY


Partnering with HR to Advanced CFO Effectiveness

December 7, 2017

Panel:
Peter Mondani, Vice President of Human Resources (retired), General Electric
Denise Dettingmeijer, Chief Financial Officer, Randstad North America
Paul Jacobson, EVP & Chief Financial Officer, Delta Air Lines

Moderator:
Traci McCready, Managing Director, Alvarez & Marsal


Digital Finance

June 13, 2017

Panel:
Devinder Ahuja, Senior Vice President and Chief Financial Officer – Novelis
Trevor Lang, Executive Vice President and Chief Financial Officer - Floor & Décor

Moderator:
David Davidson, Managing Director – Accenture


Success in a Slow Growth Economy

March 14, 2017

Panel:
Carol Yancey, EVP & CFO, Genuine Parts Company
Ron Domanico, EVP & CFO, Brinks
Richard McPharil, SVP-Finance, The Home Depot

Moderator:
John Schraudenbach, Managing Partner, EY


Innovation

December 1, 2016

Panel:
Dallas Clement, EVP & CFO - Cox Enterprises
Harald Henn, Vice President + CFO Mercedes-Benz USA

Moderator:
Thomas Elsenbrook, Managing Director, Lead of Corporate Performance Division - Alvarez & Marsal


Opportunities & Threats in an Evolving World

June 24, 2016

Panel:
Cathy Smith, EVP & CFO - Target
Susan Mauldin, Chief Security Officer - Equifax
Peter Swire, Senior Counsel - Privacy & Security - Alston & Bird

Moderator:
Jim Harvey, Partner, Technology & Privacy - Alston & Bird


Transformational M&A

February 17, 2016

Panel:
Ward Dickson, EVP&C for WestRock
Scott Hill, CFO - International Exchange
Stephen Smith, SVP+CFO, Veritiv

Moderator:
David Dandson, Managing Director - Accenture Strategy, CFO & Enterprise Value Lead


The Agile CFO

June 4, 2015

Panel:
Lorna Street, CFO - Kids II
Jim Morgan, CFO - Cardlytics

Moderator:
Amanda Setili, Founder and Managing Partner - Setili & Associates


The CFO as the Architect of Business Value

March 31, 2015

Panel:
Sunil Ghatenkar, CFO - Coca-Cola Refreshments & Bottling Investment Group
Aleem Gillani, CFO - SunTrust
Robert T. O’Shaughnessy, EVP & CFO - PulteGroup

Moderator:
David Davidson, Managing Director - Accenture Strategy, CFO & Enterprise Value Lead


The First 90 Days

December 10, 2014

Panel:
Cameron Bready, Senior EVP & CFO - Global Payments
John Gamble, Corporate VP & CFO - Equifax
Evan Levitt, SVP & CFO - HD Supply
David Perlman, Executive Director & CFO - Dell SecureWorks

Moderator:
John Schraudenbach, Managing Partner, Accounts - Southeast Region - Ernst & Young


CFO Harnessing the Power of Technology to Execute Business Strategy

June 18, 2014

Panel:
Dennis Story, EVP & CFO - Manhattan Associates
Greg Thompson, CFO - Axiall Corporation
Vish Narendra, CIO, Demand Mgt, Power Generation - GE Power & Water
David Wade, EVP & CIO - Primerica, Inc.

Moderator:
Joseph Berardino, Managing Director, East Region - Alvarez & Marsal

 

Advisory Board

All markets hosting the program establish a local Advisory Board. By providing thought leadership and insight into issues facing finance executives, the Board’s involvement drives timely content and program excellence. We are honored by the participation and contributions of the esteemed Board members listed below.

 

Ron Domanico (Chairman)
EVP & CFO 
Brinks

Aleem Gillani
Director, Audit Committee Chair
Freddie Mac

Dominique Petitgenet
EVP & CFO
Immucor

Pritpal Aujla
CFO
Roark Capital Group

Bruce Hausmann
VP & CFO
Interface

Richard Peretz
CFO-Retired
UPS

Dev Ahuja
SVP & CFO
Novelis

Robert Herz
Former Chairman
Financial Accounting Standards Board

David Pipes
CFO-Retired
Inspire Brands

Ben Ayers
Dean & Earl Davis Chair in Taxation
UGA Terry College of Business

Paul Jacobson
EVP & CFO
General Motors

Alison Rand
CFO
Primerica

Robin Boren
SVP of Finance & Treasurer

Southern Company

Dan Janki
EVP & CFO
Delta Air Lines

Stephen R. Scherger
EVP & CFO
Graphic Packaging Holding Company

Dallas Clement
Executive Vice President & CFO
Cox Enterprises

Kurt Kuehn
Retired CFO-UPS
Director, NCR

Stephen Smith
SVP & CFO
Veritiv

Stacey Cunningham
Former President
NYSE

Trevor Lang
EVP & CFO
Floor & Decor

Lorna Street
CFO
American Greetings

Denise Dettingmeijer
CFO North America & Global Business
Randstad North America

Richard McPhail
EVP & CFO
The Home Depot

Paul Todd
SEVP & CFO
Global Payments

Kevin Dotts
CFO
One Call

Tim Murphy
CFO
White Cap

Richard Westenberger
EVP & CFO
Carter's

John Gamble
Corporate VP & CFO
Equifax

Susan O'Farrell
Director
Leslie's

 

Warren Gardiner
CFO
Intercontinental Exchange, Inc.

Bob O’Shaughnessy
EVP & CFO
PulteGroup

 

Annual Dinner

The CFO Roundtable Annual Dinner and CFO of the Year Award gives us an opportunity to highlight the outstanding achievements of our local CFOs as well as offer a candid discussion on topics that benefit, inform, and entertain our guests.


October 28, 2021

More than 185 attendees learned new perspectives about Leadership in Corporate America from General Motor's Chief Financial Officer. 

Paul Jacobson, Executive Vice President & Chief Financial Officer, General Motors Co., Keynote Speaker

Amanda Hindlian, Global Head of Capital Markets, New York Stock Exchange, Moderator

Trevor Lang, Executive Vice President & Chief Financial  Officer, Floor & Decor, CFO of the Year


December 16, 2020

Robert O’Shaughnessy, EVP & CFO, Pulte Group, Inc., CFO of the Year

The CFO of the Year Award recognized a senior finance leader in Atlanta for their outstanding leadership and contribution to the community and finance sector.


November 6, 2019

More than 280 attendees learned new perspectives about Leadership in Corporate America from Nextdoor's Chief Executive Officer.

Sara Friar, Chief Executive Officer, Nextdoor, Keynote Speaker

Stacey Cunningham, President, NYSE, Moderator

David Pipes, CFO, Inspire Brands, CFO of the Year

Carol Tomé, Executive Vice President & CFO, The Home Depot (retired), Lifetime Achievement Award

CFO Roundtable presented Carol Tomé with a Lifetime Achievement Award at the CFO Roundtable Annual Dinner to recognize her leadership across Atlanta and the financial community.


October 25, 2018

The evening introduced 229 attendees the opportunity to learn from Walmart’s new CFO.

Brett Biggs, Executive Vice President and Chief Financial Officer, Walmart, Keynote Speaker

Alison Rand, CFO, Primerica, named CFO of the Year


Tuesday, November 7, 2017

Presented to over 230 senior financial executives. Leadership in Corporate America emphasized the importance of winning as a team and building talent through an optimistic culture at Nike.

Andrew Campion EVP & CFO,
Nike Inc.

Paul Todd, Senior Executive Vice President & Chief Financial Officer, TSYS, named CFO of the Year


Wednesday, October 26, 2016

Presented to more than 240 financial executives. Setting New Standards in Leadership focused on developing talent and taking risks with respect to new opportunities.

Jeffrey S. Bornstein SVP & CFO,
GE Company - keynote Speaker

Ward Dickson, CFO – Westrock, named CFO of the Year


Thursday, October 29, 2015

The event gave 250 attendees the opportunity to gain insight to Walmart's success and vision for the future

Charles M. Holley - EVP & CFO, Walmart, Keynote Speaker

Paul Jacobson - CFO, Delta Air Lines named CFO of the Year


Thursday , October 30, 2014

The event gave 200 attendees the opportunity to gain insight to Johnson & Johnson’s success and vision for the future.

Dominic J. Caruso- VP Finance & CFO, Johnson & Johnson, Keynote Speaker

Kurt Kuehn - CFO, UPS named CFO of the Year

Women's initiative

Networking Event for Women in Finance

The CFO Roundtable Women’s Initiative was launched in 2018 with the following mission – “To foster meaningful connections and provide valuable content to Atlanta’s senior female financial executives.” As the program continues to grow, we are focusing in 2019 on content and programming around leadership skills and ways in which women can impact their organizations. In addition to our women’s programs, we strive to increase awareness of the CFO Roundtable Quarterly programs and increase the attendance of the women members.


Changing Dynamics in the Workplace

April 28, 2022 5:30 p.m. - 7:00 p.m.

Led by:

Virginia Mathis, Principal, Financial Officers Practice, Korn Ferry

Panelists:

Anisha Madan, CFO, EMIDS

Karen Reid, Vice President, Corporate Financial Planning & Analysis & Treasurer, Asbury Automotive Group

Judy Romano, CFO, Sage North America


Women in Leadership:  Build Your Brand

November 11, 2021 5:30 p.m. - 7:00 p.m.

Speaker:  Nadia Bilchik, President Greater Impact Communication


Women in Board Leadership:  Prepare, Navigate & Join

August 6, 2021 8:00 a.m. - 9:00 a.m.

Led by:

Virginia Mathis, Principal, Financial Officers Practice, Korn Ferry

Panelists:

Kelley Barrett, Board Member & Chair of Audit Committee, The Aaron's Company

Kristie Juster, CEO, Kimball International

Meredith Moot, Senior Client Partner, Korn Ferry


Enhancing Engagement

February 24, 2021 8:00am-9:00am

Led By:
Ellie Morris
, Partner-Assurance Services, Ernst & Young, LLP

Panelists:
Lauren Childers, Managing Director & CFO, North Highland

Dr. Wendy Ruona, Associate Professor, University of Georgia's Mary Francis Early College of Education


Diversity: Driving Actionable Change

October 7, 2020 8:30am-9:30am

Led By:
Ayana Parsons
, Senior Client Partner, Board and CEO Inclusion, Korn Ferry

Panelists:
Dawn Bennett – Alexander, Associate Professor of Employment Law & Legal Studies, University of Georgia’s Terry College of Business

Nedra Jones, CFO, YMCA of Metro Atlanta

Celena Matlock, Audit & Compliance Executive and Diversity, Equity and Inclusion Leader
 


The Balancing Act in Today's Crisis

April 23, 2020 8:00am-9:00am via Zoom

Led By:
Stacey Brown Randall
Take Control of Your Days During COVID-19

Member Spotlight:
Robin Boren, SVP of Finance and Treasurer, Southern Company


Action Steps that Create Meaningful Change - Session ll

June 13th, 2019 7:30am-9:00am

Led By:
Elba Pareja-Gallagher
, finance leader at UPS and founder of the non-profit ShowMe50.org


Action Steps that Create Meaningful Change in our Organization

March 21, 2019 7:30am-9:00am

Led By:
Elba Pareja-Gallagher
, finance leader at UPS and founder of the non-profit ShowMe50.org


How Do We Move The Needle - Session II

December 7, 2018  7:30am-9:00am

Interactive Discussion on Advancing Women

Closed session, invitation only

Led By:
Shannon Hassler, Principal, Advancing Women, Korn Ferry

Community Outreach

The CFO Roundtable has named the Georgia Council as their "Charity of Choice".

The Georgia Council on Economic Education helps teachers teach economics in creative and inspiring ways.

While Georgia teachers must be certified to teach economics, they face the highly challenging task of engaging today’s students in the complexities of the subject. We help teachers meet this challenge by:

  • Conducting in-person teacher workshops (more than 100 each year)
  • Delivering special programs like the Stock Market Game™
  • Creating and disseminating innovative instructional materials

Thanks to the support of businesses, foundations and individuals, we typically provide our services and materials at no cost to the teacher or school. More than 15,000 Georgia teachers have benefited from GCEE’s programs in the last three years alone. The number of Georgia students who have become better educated in economics is in the hundreds of thousands.

The Georgia Council on Economic Education reaches all of Georgia, serving teachers and students in all 159 counties. The range of GCEE’s reach in Georgia includes:

  • 180 public school systems, independent schools and home schools;
  • Twelve Centers of Economics Education, each housed on the campus of a university or college;
  • Nearly 200 schools and school systems are designated EconomicsAmerica schools, integrating them into a network of institutions committed to advancing the teaching and learning of economics.
Contact Us

John O’Neill
President, Central Region
Cushman & Wakefield of Georgia, Inc.
404-853-5291
john.oneill@cushwake.com

Addison Meriwether
Executive Director
Cushman & Wakefield of Georgia, Inc.
404-853-5271
addison.meriwether@cushwake.com

Marybeth Wade
CFO Roundtable Coordinator
Cushman & Wakefield of Georgia, Inc.
404-853-5307
marybeth.wade@cushwake.com

Gary W. Sergent
Director-Conferences & Symposiums
Office of Executive Programs
Terry College of Business
University of Georgia
404-467-5130
gsergent@uga.edu