Charlotte CFO Invitational

May 10, 2022 | The Duke Mansion

May 10, 2022 | The Duke Mansion


Collaborate with your peers

Get together with your peers to tackle top business challenges through peer-driven content and discussions at the Charlotte CFO Invitational.

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

Accelerating the digital enterprise by reshaping business models and improving internal efficiencies

Unlocking the value of data and analytics for the business and separating hype from reality

Upskilling your team’s digital skills through targeted recruitment and training to drive expertise

Charlotte CFO Governing Body

The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CFOs, for CFOs.


Tommy Page

Carolina Beverage Corporation
CFO & Board Member

Scott Wattenberg



May 10, 2022

5:45pm - 6:30pm  Registration & Opening Reception

6:30pm - 8:30pm  Dinner & Roundtable Discussion

Dominating Disruption in the Digital Age— How CFOs are supporting their organization

Jonathan Aguallo headshot

Jonathan Aguallo

Global Digital Banking Executive

Bank of America

Jayne Borman headshot

Jayne Borman


Bahakel Communications

Kurt Seufert headshot

Kurt Seufert


International Construction Equipment

Joaquin Soria headshot

Joaquin Soria


Charlotte Regional Business Alliance

Brian Simpson headshot

Brian Simpson



8:30pm - 9:00pm  Networking


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

Evanta programs are uniquely positioned to succeed in the current landscape.

  • Our invitation-only gatherings are designed to be smaller in scale, providing a safe and comfortable environment.
  • All in-person programs are local and complimentary, with zero impact on your organization’s T&E.

We are committed to creating the safest possible environment for all participants, partners, and associates. As a part of our commitment we will continue to monitor and adhere to government, venue, and health agency guidelines. Information on vaccinations, face mask guidance, on-site safety measures, and more, can be found here: Health and Safety Resource Policy.



More Information

Complimentary valet parking will be available onsite. 

Health & Safety Guidelines

To ensure the well-being of participants, partners, and associates, we will continue to monitor and adhere to government, venue, and health agency guidelines.

As a part of our commitment to create the safest possible environment, we are requiring all participants, partners, and associates to be fully vaccinated to participate in in-person programs, in addition to confirming adherence to our program attendance requirements before their arrival. Please refer to our COVID-19 Health and Safety Policy for up-to-date local guidelines.

Your Community Partners

CFO Thought Leader


The CFO Invitationals are regional events exclusively for senior finance executives. These powerful gatherings offer a trusted platform to strengthen existing relationships and establish new partnerships with a targeted group of leading CFOs. Each Invitational is custom developed by the Governing Body to offer compelling content as well as ample, unparalleled networking.

Participants in the CFO Invitational can earn up to 2 CPE Credits.

Refund Policy
Due to this program being offered free of charge, there will be no refunds issued.

Evanta is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417:

Charlotte CFO Program Manager

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

Caitlin Foreman

Program Manager