
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
Agenda
8:00am - 8:30am Registration & Breakfast
8:30am - 9:15am Keynote
Influence & Impact — The CFO Mandate

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
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
Hosted by Capital One Trade Credit

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
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
Hosted by Sovos
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
Apply to Participate
Apply to participate in the Chicago CFO Community Executive Summit.
Gartner facilitates exclusive, C-level communities by personally qualifying and understanding the priorities, challenges and interests of each member.
Our selective approach maintains the high quality of the network and ensures top-level discussions with peers from the world’s leading organizations.
Each application will be reviewed, and once your participation is confirmed, you will have access to year-round community programs.
Location
Venue & Accommodation
Convene at 311 West Monroe StreetParking + Public Transportation
Parking + Public Transportation information can be found here.
Nearby Hotels
151 West Adams St., Chicago, IL 60603
0.3 miles from venue, 7 minute walk
122 West Monroe St., Chicago, IL 60603
0.2 miles from venue, 5 minute walk
Hyatt Centric The Loop Chicago
100 West Monroe St., Chicago IL 60303
0.2 miles from venue, 5 minute walk
Gartner C-Level Communities does not have any affiliation with the suggested hotels listed. The list above is solely for informational purposes.
Community Program Manager
For inquiries related to this community, please reach out to your dedicated contact.