IN-PERSON
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.
Governing Body Co-Chairs
Tommy Page
Carolina Beverage Corporation
CFO & Board Member
Scott Wattenberg
Bestco
CFO
Agenda
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
Global Digital Banking Executive
Bank of America
Jayne Borman
CFO
Bahakel Communications
Kurt Seufert
COO
International Construction Equipment
Joaquin Soria
CFO
Charlotte Regional Business Alliance
Brian Simpson
CFO
Brady
8:30pm - 9:00pm Networking
May 10, 2022
Location
Venue
The Duke MansionMORE INFORMATION
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
CPE
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: www.nasba.org
Community Program Manager
For inquiries related to this community, please reach out to your dedicated contact.
