In-Person

Chicago CFO Community

Executive Summit

November 13, 2025 | Convene at 311 West Monroe Street

November 13, 2025
Convene at 311 West Monroe Street

Collaborate with your peers

Get together with Chicago's top CFOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.

Join your peers to discuss the most critical issues impacting CFOs today:

Forecasting and the Future of Finance

Bridging the Enterprise Data Divide

Crafting a Path to Efficient Growth

Chicago CFO Governing Body

The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven By CFOs, For CFOs®.

Governing Body Co-Chairs

Travis George

Molex
CFO

Pat Jermain

Plexus
CFO

Dee Merriwether

Grainger
SVP, CFO

What to Expect

Interactive Sessions

Hear from CFO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your Chicago CFO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

Agenda

November 13, 2025

8:00am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Influence & Impact — The CFO Mandate

Dirk Locascio headshot

Dirk Locascio

CFO

US Foods

Unlocking true business value demands a forward-thinking approach. As trusted partners and catalysts for change, CFOs must balance efficiency with investment and act as both “partner and pusher” to the CEO and rest of the management team, building trust while challenging the status quo.

This keynote will explore:

  • Leveraging deep business knowledge to influence a results-driven strategy
  • Embracing AI solutions to unlock current and future value
  • Leading change to maintain organizational discipline and accelerate growth

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

Bridging the Data Divide for Growth

Vipin Rikhi headshot

Vipin Rikhi

CFO

Quill Corporation

Today’s organizations have access to an endless stream of data – yet data engineering and analytics teams frequently lack the business acumen needed to fully unlock value. The CFO and their team can bridge this gap, ensuring data initiatives directly drive strategic and financial outcomes.

Attend this session to discover how CFOs can:

  • Forge an effective partnership with the CTO and other technology leaders
  • Serve as the critical link between data engineering and analytics functions
  • Align data strategies with business objectives to deliver measurable results

9:40am - 10:25am  Executive Boardroom

Modernization and Automation as Strategic Advantage

Kevin Sontgerath headshot

Kevin Sontgerath

Head of B2B Payments Partnerships

Capital One Trade Credit

Modernizing and streamlining finance processes is now a strategic imperative— enabling enterprise growth, delivering operational efficiencies, improving the customer experience and ensuring ROI from technology investments. What processes should CFOs prioritize to drive profitable and efficient growth?

Join this session to discuss:

  • Proven frameworks and approaches CFOs are using to modernize and automate finance processes across the enterprise
  • Accounts receivable (AR) as a case study for streamlining operations, reducing risk, and supporting growth initiatives
  • How process modernization and automation frees up finance talent for higher-value, strategic work

9:40am - 10:25am  Executive Boardroom

Talent Strategy for the Future of Finance

CFOs face growing pressure to boost finance team performance and productivity while advancing digital and AI goals in a volatile, cost-constrained environment. Upgrading finance talent is essential for transformation success, requiring talent strategy to be embedded into every finance roadmap.

Join to discuss:

  • Key talent shifts and skills needed for a high-performing finance function
  • Approaches for integrating upskilling and role redesign into finance plans
  • Strategies to attract, develop, and retain top finance talent

10:25am - 11:10am  Networking Break

10:35am - 11:00am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

11:10am - 11:55am  Breakout Session

Benchmarking Finance AI Innovation in 2025

Dennis Gannon headshot

Dennis Gannon

Vice President, Analyst

Gartner

Cautious, yet optimistic, CFOs recognize the potential of AI to drive efficiency and innovation within their function and broader organization. Despite vast enthusiasm around AI, many financial leaders still feel nascent on its potential and eager to uncover successful and specific use cases, with only 16% of CFOs telling Gartner they have seen significant ROI on AI implementation.

Join this collaborative session to:

  • Demystify AI through peer benchmarking high-value wins and strategic alignments
  • Leverage AI to simplify routine processes and contribute to long-term strategic planning
  • Investigate integration of AI into existing systems without reinventing the wheel

11:10am - 11:55am  Executive Boardroom

Executive Boardroom

Details coming soon.

11:10am - 11:55am  Executive Boardroom

Leading Beyond Finance

To meet rising stakeholder expectations and business needs beyond core finance, CFOs must evolve into more strategic business leaders. This transformation requires optimizing time allocation and enhancing communication to maximize leadership impact.

Join this discussion to uncover how to:

  • Amplify the finance function's value and leadership effectiveness
  • Communicate effectively with CEOs, boards and stakeholders
  • Expand into strategic domains, including preparing for external board roles

11:55am - 12:30pm  Lunch Service

12:30pm - 1:05pm  Keynote

Lunch Comments & Keynote

Sonja Simon headshot

Sonja Simon

CFO

SAP

Details coming soon.

1:05pm - 1:30pm  Networking Break

1:30pm - 2:15pm  Breakout Session

Breakout Session

Details coming soon.

1:30pm - 2:15pm  Executive Boardroom

Executive Boardroom

Details coming soon.

2:15pm - 3:00pm  Networking Break

2:25pm - 2:50pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

2:50pm - 3:25pm  Keynote

From KPIs to KPAIs – Strategic Financial Alignment

Michael Schrage headshot

Michael Schrage

MIT Sloan Research Fellow

Guest Speaker

With the expansion of AI capabilities transforming business operations, finance leaders have the opportunity to leverage intelligent performance metrics to drive organizational and operational transformation. AI can bridge key gaps between financial indicators and strategic goals, identify and eliminate inefficiencies and create measurable value.

Join MIT Sloan Research Fellow Michael Schrage for this interactive session to explore:

  • Practical approaches to evolve KPI frameworks for strategic impact
  • GenAI solutions that reveal critical and fixable gaps in financial-strategic alignment
  • Actionable methods to enhance your role in allocating capital and advancing corporate objectives

3:25pm - 3:35pm  Closing Comments and Prize Drawing

3:35pm - 4:50pm  Governing Body Reception

Governing Body Reception

Finish the day sharing lessons learned with your peers over light fare and drinks at this closing reception hosted by your governing body members.

November 13, 2025

We look forward to seeing you at an upcoming in-person gathering

Gartner cares about the health and safety of our community. If you are feeling unwell, please refrain from attending the conference. At this time, Gartner does not have any health-related requirements in place for attendance. Should this change, we will follow up with updated guidance.

Location

Venue & Accommodation

Convene at 311 West Monroe Street
More Information

Your Community Sponsors

Program Sponsors

Community Program Manager

For inquiries related to this community, please reach out to your dedicated contact.

Ashley Coryell

Senior Community Program Manager

9712197920

ashley.coryell@gartner.com