CFO Roundtable

Conversation With President & CEO Raphael Bostic, Federal Reserve Bank of Atlanta

June 23, 2023

• Raphael Bostic, President & CEO, Federal Reserve Bank of Atlanta

• Brian Bowling, EVP & CFO, Federal Reserve Bank of Atlanta

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March 23, 2023

• Jamie Gregory, Chief Financial Officer, Synovus
• Andrea Mosley, Chief Financial Officer, Asplundh
• Andrew Page, former Chief Financial Officer, Footlocker

• Aneel Delawalla, Senior Managing Director/Senior Partner, Accenture

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October 19, 2022

• Alex Pease, Former U.S. Navy SEAL, Executive Vice President and Chief Financial Officer, WestRock
• Dr. Margie Warrell, Senior Client Partner-Board and CEO Practice, Korn Ferry

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June 24, 2022

• Pritpal Aujla, Chief Financial Officer, Roark Capital Group
• Warren Gardiner, Chief Financial Officer, Intercontinental Exchange
• Bert Nappier, Executive Vice President and CFO, Genuine Parts Company

• Glenn Mitchell, Office Managing Partner, EY

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April 6, 2022

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

• Tiffany Brown, Managing Director, Accenture

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Future Ready CFO

December 16, 2021

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

• Helen Van Ness, Managing Director, Alvarez & Marsal

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June 22, 2021

• 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

• Kurt Kuehn, Board of Directors, LocatorX; Retired CFO, UPS

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March 25, 2021

• Richard McPhail, EVP & CFO, The Home Depot
• Mark George, EVP & CFO, Norfolk Southern
• Ann Gugino, CFO, Papa John’s

• Tiffany Brown, Partner & Managing Director, Accenture

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.

More than 220 attendees learned new perspectives about Setting New Standards in Leadership from Goldman Sachs Chief Financial Officer.

• Denis Coleman, Chief Financial Officer, Goldman Sachs, Keynote Speaker
• Kathy Waller, Executive Director, Atlanta Committee for Progress, Moderator / Chief Financial Officer (retired), The Coca-Cola Company
• Stephen R. Scherger, Chief Financial Officer, Graphic Packaging International, CFO of the Year

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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

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• 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.

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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.

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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

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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

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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

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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

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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

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.” 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.

November 14, 2023

Speaker

• Laura Little, Professor for Leadership Advancement, University of Georgia Terry College of Business

May 9, 2023

• Matt Campbell, Managing Director, Alvarez & Marsal
• Elise Schroeter, Global Head, Organization & Talent Strategies, Board & CEO Practice, Senior Partner, Korn Ferry

• Denise Dettingmeijer, Chief Financial Officer, Randstad North America

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January 12, 2023

• Ellie Morris, Partner, Audit, Ernst & Young, LLP

• Celena Matlock, SVP, ESG Internal Audit & Compliance, Sierra Space
• Julia McConnell, SVP & Chief Accounting Officer, WestRock
• Brittany Boals Moeller, Managing Director, Southeast Region Head, Private Wealth Management & Institutional Client Solutions, Goldman Sachs

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April 28, 2022

• Virginia Mathis, Principal, Financial Officers Practice, Korn Ferry

• Anisha Madan, CFO, EMIDS
• Karen Reid, Vice President, Corporate Financial Planning & Analysis & Treasurer, Asbury Automotive Group
• Judy Romano, CFO, Sage North America

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November 11, 2021

• Nadia Bilchik, President Greater Impact Communication

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August 6, 2021

• Virginia Mathis, Principal, Financial Officers Practice, Korn Ferry

• Kelley Barrett, Board Member & Chair of Audit Committee, The Aaron’s Company
• Kristie Juster, CEO, Kimball International
• Meredith Moot, Senior Client Partner, Korn Ferry

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February 24, 2021

• Ellie Morris, Partner-Assurance Services, Ernst & Young, LLP

• Lauren Childers, Managing Director & CFO, North Highland
• Dr. Wendy Ruona, Associate Professor, University of Georgia’s Mary Francis Early College of Education

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October 7, 2020

• Ayana Parsons, Senior Client Partner, Board and CEO Inclusion, Korn Ferry

• 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

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April 23, 2020 via Zoom

• Stacey Brown Randall – Take Control of Your Days During COVID-19

• Robin Boren, SVP of Finance and Treasurer, Southern Company

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June 13th, 2019

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

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March 21, 2019

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

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December 7, 2018

Interactive Discussion on Advancing Women. Closed session, invitation only.

• Shannon Hassler, Principal, Advancing Women, Korn Ferry

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.

Jordan King
Associate Director of Open Enrollment Programs & Conferences
Executive Education
University of Georgia
jordanking@uga.edu
404-467-5130 – office
912-230-3098-Cell

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