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


Influencing Change

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

Leading with Courage: Taking Smart Risks in an Uncertain World

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

Managing Macro Economic Headwinds

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

Digital Transformation in Unprecedented Times

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

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

Optimization in 2021 ESG & Finance: CFO’s Role

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

Optimization in 2021

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

Crisis Breeds Innovation (Webinar)

December 16, 2020


  • 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


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

Preparing for a Reopening (Webinar)

May 19th, 2020


  • 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


  • John O’Neill, President, SE and SC Region, Cushman & Wakefield

Scaling for Growth

December 6th, 2019


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


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

Dynamics of Running a High Performance Organization

June 26th, 2019


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


  • 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


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


  • David Davidson, Managing Director, Accenture

CFO’s Role in Crisis Management

June 22, 2018


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


  • Robert Long, Partner- Alston & Bird

Demystifying Robotics

March 30, 2018


  • 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


  • Scott Geddes, Executive Director, EY

Partnering with HR to Advanced CFO Effectiveness

December 7, 2017


  • 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


  • Traci McCready, Managing Director, Alvarez & Marsal

Digital Finance

June 13, 2017


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


  • David Davidson, Managing Director – Accenture

Success in a Slow Growth Economy

March 14, 2017


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


  • John Schraudenbach, Managing Partner, EY


December 1, 2016


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


  • Thomas Elsenbrook, Managing Director, Lead of Corporate Performance Division – Alvarez & Marsal

Opportunities & Threats in an Evolving World

June 24, 2016


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


  • Jim Harvey, Partner, Technology & Privacy – Alston & Bird

Transformational M&A

February 17, 2016


  • Ward Dickson, EVP&C for WestRock
  • Scott Hill, CFO – International Exchange
  • Stephen Smith, SVP+CFO, Veritiv


  • David Dandson, Managing Director – Accenture Strategy, CFO & Enterprise Value Lead

The Agile CFO

June 4, 2015


  • Lorna Street, CFO – Kids II
  • Jim Morgan, CFO – Cardlytics


  • Amanda Setili, Founder and Managing Partner – Setili & Associates

The CFO as the Architect of Business Value

March 31, 2015


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


  • David Davidson, Managing Director – Accenture Strategy, CFO & Enterprise Value Lead

The First 90 Days

December 10, 2014


  • 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


  • John Schraudenbach, Managing Partner, Accounts – Southeast Region – Ernst & Young

CFO Harnessing the Power of Technology to Execute Business Strategy

June 18, 2014


  • 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.


  • Joseph Berardino, Managing Director, East Region – Alvarez & Marsal

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), President, Brink’s Capital and Global Head of Sustainability, Sourcing & Real Estate
  • Dev Ahuja, SVP & CFO, Novelis
  • Pritpal Aujla, Former CFO, Roark Capital Group
  • Ben Ayers, Dean & Earl Davis Chair in Taxation, UGA Terry College of Business
  • Dallas Clement, Executive Vice President & CFO, Cox Enterprises
  • Denise Dettingmeijer, CFO North America & Global Business, Randstad North America
  • John Gamble, Corporate VP & CFO, Equifax
  • Warren Gardiner, CFO, Intercontinental Exchange, Inc.
  • Mark George, EVP & CFO, Norfolk Southern
  • Aleem Gillani, Director, Audit Committee Chair, Freddie Mac
  • Eric Guerin, SVP & CFO, Veritiv
  • Bruce Hausmann, VP & CFO, Interface
  • Paul Jacobson, EVP & CFO, General Motors
  • Dan Janki, EVP & CFO, Delta Air Lines
  • Kelly C. Janzen, SVP, CFO & Treasurer, BlueLinx Holdings
  • Neil Johnston, EVP & CFO, Cushman & Wakefield
  • Kurt Kuehn, Retired CFO-UPS, Director, NCR
  • Richard McPhail, EVP & CFO, The Home Depot
  • Clay Miller, SVP & CFO, Colonial Pipeline Company
  • Tim Murphy, CFO, White Cap
  • Bert Nappier, EVP & CFO, Genuine Parts Company
  • Susan O’Farrell, Director, Leslie’s Pools
  • Bob O’Shaughnessy, EVP & CFO, PulteGroup
  • Alex Pease, EVP & CFO, WestRock
  • Dominique Petitgenet, EVP & CFO, Immucor
  • Richard Peretz, CFO-Retired, UPS
  • David Pipes, CFO-Retired, Inspire Brands
  • Alison Rand, CFO, Primerica
  • Stephen R. Scherger, EVP & CFO, Graphic Packaging Holding Company
  • Lorna Street, CFO, American Greetings
  • Richard Westenberger, EVP & CFO, Carter’s

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.

November 30, 2022

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

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

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

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

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

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

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.

Dynamics of Tomorrow’s Workplace

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

Fixing the “Leaky” Pipeline: Retaining Women Throughout Their Progression

January 12, 2023

Led By
  • 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

Changing Dynamics in the Workplace

April 28, 2022

Led By
  • 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

Women in Leadership: Build Your Brand

November 11, 2021

  • Nadia Bilchik, President Greater Impact Communication

Women in Board Leadership: Prepare, Navigate & Join

August 6, 2021

Led By
  • 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

Enhancing Engagement

February 24, 2021

Led By
  • 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

Diversity: Driving Actionable Change

October 7, 2020

Led By
  • 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

The Balancing Act in Today’s Crisis

April 23, 2020 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 II

June 13th, 2019

Led By
  • Elba Pareja-Gallagher, finance leader at UPS and founder of the non-profit

Action Steps that Create Meaningful Change in our Organization

March 21, 2019

Led By
  • Elba Pareja-Gallagher, finance leader at UPS and founder of the non-profit

How Do We Move The Needle – Session II

December 7, 2018

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

Led By
  • 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
404-467-5130 – office

John O’Neill
President, Central Region
Cushman & Wakefield of Georgia, Inc.

Addison Meriwether
Executive Director
Cushman & Wakefield of Georgia, Inc.

Marybeth Wade
CFO Roundtable Coordinator
Cushman & Wakefield of Georgia, Inc.

CFO Roundtable Annual Dinner

Wednesday, September 20th, 2023

6:30 pm-9:00 pm EST

St. Regis Atlanta, Astor Ballroom, 88 West Paces Road, Atlanta, GA 30305


Colette Kress
Colette Kress
  • EVP and Chief Financial Officer, NVIDIA