CFO Forum

"CFO Forum"  is a quarterly dinner meeting/ discussion forum for corporate and divisional Chief Financial Officers, Vice Presidents of Finance, Treasurers, Controllers and other senior financial executives from area companies generally with annual revenues between $50 million and $2 billion+.  The group has been gathering for over 10 years  and 250 CFOs having attended, with a growing group of "regulars."  A typical dinner discussion group has a CFO leading the discussion on an important topic of interest, with approximately 20 CFOs attending. We also typically issue 2 CPE credits for each meeting.

For more information contact lhalstead@acg.org PLEASE NOTE: If you are qualified to attend this forum, please register via the link in the email invitation or email lhalstead@acg.org.  This event is invitation-only and therefor the registration link is not public on the website. 

Value proposition:  This exclusive, strictly peer-to-peer, meeting is an excellent forum for CFOs and other corporate financial executives to share experiences and best practices while developing relationships in a convenient, enjoyable and relaxing setting.

Testimonials:
          "The CFO forum is a great place for corporate financial executives as it allows you to network with your peers on business issues and get their input and perspective as well as give you other insights into different business issues you may not have encountered yet," Ray Cardonne, CFO, DLB Associates

          "I have found ACG NJ's CFO Forum to be a great forum for senior finance people to share ideas and best practices to help manage the challenges that all Finance organizations are faced with in today’s economy," Kevin Kilroy, Head of Business Planning, RBU NA, Linde Group 

Attendees:  Prior attendees to the CFO Forum include Hercules Angelatos, SVP Administration/Finance, Hapag-Lloyd (America); David Bizzaro, CFO, Tara Minerals Corporation; Bob Bosi, Vice President and CFO, TranSwitch Corporation; Ray Cardonne, CFO, DLB Associates; Bob Dennerlein, CFO, Raritan Computers; Richard Frant, CFO, Genpro; Nic Gaeta, CFO, Siemans Hearing Instruments; Kevin Kilroy, Head of Business Planning, Linde North America; Kevin Price, CFO, Marotta Controls; Mike Roth, CFO, Marcal Manufacturing; Andreas Rothe, SVP & Global Controller, Parsons Brinckerhoff; Rick Surett, Senior Vice President, Financial Planning & Analysis, Ports America

The CFO Forum is kindly supported by our Platinum Event Sponsor, Chase, and Event Sponsors,  EisnerAmper LLP and Gibbons.

Next Dinner Forum is September 18, 2024

Join us as Mike Stephani will lead our discussion on his career path, and lessons learned from working with a Fortune Global 500 company as the finance lead for Panasonic in North America. Panasonic North America has 20,000 employees and generates approximately $13 billion in revenue. 

Key messages include:

  • Able to work and grow within the Japanese culture  
  • Challenges and competition for a conglomerate
  • Collaboration with Tesla and new opportunities
  • Expanding and building new factories
  • Managing cybersecurity and geopolitical risk 
  • Lessons learned from COVID, talent and cost management, and acquisitions
  • Artificial intelligence and tech transformation  

Title: Learn from the experiences of "Managing and transforming a conglomerate company with a unique culture” 

Learning Objectives: Learn how a Global Fortune 500 company is moving forward in this ever-changing U.S. business environment 

Learning Outcomes:

  • Challenges and competition facing a Global Fortune 500 company
  • Collaboration, building factories, and other new opportunities 
  • Lessons learned from COVID, talent and cost management, and acquisitions
  • Lean how major companies are working with AI and transforming their technologies
  • Reporting for foreign-owned companies, managing outside expectationsand adding value 

2024 Upcoming Dinner Forums:
December 4, 2024 - 5:30 to 8:30pm

For Information contact lhalstead@acg.org PLEASE NOTE: If you are qualified to attend this forum, please register via the link in the email invitation or email lhalstead@acg.org.  This event is invitation-only and therefore the registration link is not public on the website.  Click for Covid Policy/Protocol

INTERESTED IN SPONSORSHIP OPPORTUNITIES?
  Contact Lou Halstead (lhalstead@acg.org) or Diane McLevy (dmclevy@acg.org) to learn more.