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2 Days
400+ Attendees
20+ Speakers

CFO Summit

Finance Evolution 2021
June 22-23, 2021

As the first half of 2021 comes to a close, Chief Financial Officers and their finance teams begin looking forward to the remainder of the year. Finance executives have remained resilient and withstood historical challenges, and finance teams will continue to overcome unprecedented obstacles.

The role of the CFO continues to evolve, and these executives have embraced new responsibilities to promote the continued success of organizations while protecting vital assets. New critical tasks include meeting growth and profit expectations, ensuring compliance with finance regulations, communicating value to investors, and managing a remote finance team.

In this two-day virtual summit, like-minded finance professionals will cover essential topics for CFOs and finance executives, sharing actionable insights and solutions.

Topics of discussion will include:

  • Financial Planning & Analysis (FP&A) strategies
  • Scenario planning to create an effective strategy framework
  • Budgeting and rebuilding revenue streams
  • Improved pricing strategies and customer divisions
  • Managing a shift in consumer expectations
  • Preparing a rebound and recovery plan for the remainder of 2021
  • Continuing D&I initiatives, strengthening company culture
  • Finding, hiring, & retaining finance talent


Diane Albano

Chief Revenue Officer
Globalization Partners

Brenna Albert

Global Controller
Medline Industries

Sarah Alper

Vice President, Global GTM Finance Leader

Kelly Baker

Chief Financial Officer

Ram Bartov

Executive Vice President of Finance & Corporate Controller

Dhiraj Cherian

Former Chief Financial Officer

Kenny Cheung

Chief of Procurement
The World Bank Group

Jim Coufal

Senior Advisor, Consulting Excellence
TCG Consulting

Edward Curtis

Associate Director, Expense & Invoice
TCG Consulting

Danielle Dahlstrom

Director of Product Marketing, Finance Solutions

Lisa David

eCapital Advisors

Tami Dillingham

Regional Vice President - East Region, Commercial Card
Capital One

Byron Flores

Global Head of Digital Finance, Data and Tools - Novartis Technical Operations

Greta Hager

Head of Financial Planning & Analysis

Darren Heffernan

President, Mid-Market

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Ernie Humphrey

Chief Executive Officer & Chief Operating Officer
Treasury Webinars

Adam Huskey

Leading Electronics Company

Stephen Ibach

Vice President of Financial Services

Deniz Johnson

Adjunct Professor, Fintech & Financial Innovation/COO
Northeastern University/Stratyfy

Susan Kim

Chief Financial Officer
Pacific Biosciences

Marchelle Klippenstein

Vice President, Value Experience Group
SAP Concur

Bob Kolodgy

Executive Vice President & Chief Financial Officer

Lou LoBosco

Senior Vice President, Financial Crimes Risk Management
Capital One

Keith Neal

Executive Vice President & Chief Financial Officer

Conor O'Kelly

Senior Director, Statutory Accounting

Matt Poleski

Regional Chief Financial Officer
Arthur J. Gallagher

Mirek Purpura

Transformation Lead - FP&A and Business Decision Support
Baxter International Inc.

Alonso Ramos

Chief Financial Officer
The Intec Group, Inc.

Nima Rashidi

Enterprise Performance Management (EPM) Technology Leader - Financial Services

Elena Ridloff, CFA

Executive Vice President, Chief Financial Officer
ACADIA Pharmaceuticals Inc.

Guita Sharifi

Chief Financial Officer
Lifelong Learning Administration Corporation

Amy C. Shelley

Chief Financial Officer
The Options Clearing Corporation

Nayab Siddiqi

Chief Financial Officer and Head of Strategy
REZY360 Inc.

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England
Load More


Advisory Board

Sue Cheung

Chief Financial Officer
Zenysis Technologies

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Judy Romano

Vice President, Chief Financial Officer, Commercial & Technology

Nayab Siddiqi

Chief Financial Officer and Head of Strategy
REZY360 Inc.

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England

Roxi Wen, CFA

Chief Financial Officer