
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
Partners

Influencing Change
March 23, 2023
Panelists
- Jamie Gregory, Chief Financial Officer, Synovus
- Andrea Mosley, Chief Financial Officer, Asplundh
- Andrew Page, former Chief Financial Officer, Footlocker
Moderator
- Aneel Delawalla, Senior Managing Director/Senior Partner, Accenture
Leading with Courage: Taking Smart Risks in an Uncertain World
October 19, 2022
Speakers
- 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
Panelists
- 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
Moderator
- Glenn Mitchell, Office Managing Partner, EY
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 George, 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
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
Panelists
- Matt Campbell, Managing Director, Alvarez & Marsal
- Elise Schroeter, Global Head, Organization & Talent Strategies, Board & CEO Practice, Senior Partner, Korn Ferry
Moderator
- 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
Panelists
- 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
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
Speaker
- 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
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
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
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 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 ShowMe50.org
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 ShowMe50.org
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
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
CFO Roundtable Annual Dinner
Date:
Wednesday, September 20th, 2023
Time:
6:30 pm-9:00 pm EST
Location:
St. Regis Atlanta, Astor Ballroom, 88 West Paces Road, Atlanta, GA 30305
Speaker

- EVP and Chief Financial Officer, NVIDIA