New York CFO Executive Summit

October 26, 2023 | Conrad New York Downtown

October 26, 2023
Conrad New York Downtown

Collaborate with your peers

Get together with New York'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:

Developing Adaptable Business Strategies Amid Persistent Inflation

Strategies To Attract and Retain Talent While Protecting Margins

Using Actionable Data to Forecast and Drive Organizational Growth

New York CFO Governing Body

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

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 New York CFO community.

Peer-to-Peer Meetings

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


October 26, 2023

7:45am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Transforming Talent Strategy in the Age of Digital Acceleration

Dennis Gannon headshot

Dennis Gannon

Vice President, Analyst


As the capabilities of digital technology in finance ramp up, CFOs worry their current talent strategy is insufficient to capitalize on the opportunity. More than 70% of CFOs feel their existing competency and L&D models don’t address the specific needs created by new technology. Finance leaders must craft a transformation strategy to reflect the changing profile of a finance team member and the demands they face.

In this keynote presentation you will gain a deeper understanding of:

  • What new competencies are required by the rise of digital technology in finance
  • How digital acceleration presents risks and opportunities for finance operating models
  • How the advancement of digital technology changes finance business partnership roles

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

The Audit Conduit - Accelerate Delivery and Optimize Efficiency

Susan Panzereichholz headshot

Susan Panzereichholz

Chief Audit Executive

Xerox Corp

Modern CFOs work more closely than ever with their chief audit executive to accurately mitigate risk factors with potential to impact the bottom line. By fostering a proactive and forward-thinking risk assessment, top finance leaders can provide the organization with the confidence to deliver on future objectives and the insights to consider while executing.

Join this session with Xerox's Chief Audit Executive Susan Panzer for a case study and workshop on:

  • Reinventing from a prescriptive financial reporting focus to a holistic risk assessment
  • Aligning strategies with subject matter experts and key stakeholders
  • Identifying emerging risks and executing against them with agility

9:40am - 10:25am  Executive Boardroom

Creating Value Through Cost Optimization

Jeremy Rolfe headshot

Jeremy Rolfe

VP, Business Value Engineering


Flavia Landsberg headshot

Flavia Landsberg



Guru Ramamurthy headshot

Guru Ramamurthy


Bayer Corporation US

Melissa Wikle headshot

Melissa Wikle

SVP, Chief Accounting Officer

American Water Works

Leading CFOs and CAOs today are proactively limiting business expenses without hindering their organization's performance. In a world of frequent disruptions, top financial leaders must take a long-term and strategic approach to delivering value, starting with reassessing their approach to cost optimization in 2024.
Join this session to discuss with your peers:
•       Leveraging resource allocation trade-offs to improve business processes
•       Generating more profit and intangible value while building greater resilience and agility
•       Owning disruptions with a holistic approach to cost efficiency

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CFOs and CAOs).

10:25am - 11:00am  Networking Break

10:30am - 10:55am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

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

11:00am - 11:45am  Breakout Session

Realistic Retention Strategies for High-Potential Talent

Amy Leschke-Kahle headshot

Amy Leschke-Kahle

VP, Talent Insights and Innovation


In today’s talent economy, developing and keeping high-potential talent is a critical need. How can finance leaders build an environment that honors each person’s skills, encourages them to invest deeper into the organization while providing space to grow?

Join this session to discuss:

  • Understanding the shifts in modern employee demands and how to meet them
  • Evaluating business needs to place employees in positions where they can optimize their skills
  • Analyzing data and trends in employee retention

11:00am - 11:45am  Executive Boardroom

Modern and Flexible FP&A Strategies

Karina Williams headshot

Karina Williams

Business Unit CFO

Veolia Water Technologies

Jim Dodge headshot

Jim Dodge


First Quality

Craig Safian headshot

Craig Safian

Executive Vice President & CFO


The pressure is on for financial leaders to move away from traditional financial planning, budgeting and forecasting to a modern system that will improve enterprise agility. CFOs today must implement an effective, sustainable and efficient process to manage growing FP&A complexities.

Join this session to learn how your peers:

  • Approach budgeting during times of uncertainty and volatility
  • Improve forecast accuracy and process efficiency
  • Make well-informed resourcing decisions to achieve strategic goals

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CFOs and CAOs).

11:45am - 12:30pm  Lunch Service

12:30pm - 1:05pm  Keynote

Business Agility and Optimization in the Face of Cyber Threats and SEC Regulations

Jay Chaudhry headshot

Jay Chaudhry

CEO, Chairman & Founder


JP Saini headshot

JP Saini

Chief Digital & Technology Officer

Sunbelt Rentals

Business success has become intrinsically linked to IT and harnessing advancements in technology are the key to driving agility and delivering competitive advantage. Progressive business leaders are transforming their networks and security to a zero trust architecture that enables organizations to securely harness impactful technologies while preventing IP and sensitive data loss. With cyber risk intrinsically linked to business risk conversations at the board level and ever-evolving SEC regulations, what do CFOs need to know in order to drive secure digital transformation forward?

Join this session to learn:

  • How to navigate the new SEC rules for cyber incident disclosure while reducing risk exposure
  • How to lean into new technologies without placing sensitive data and the business at risk
  • How zero trust architecture reduces security risks, eliminates cost and complexity, and drives greater productivity

1:05pm - 1:30pm  Break

1:30pm - 2:15pm  Breakout Session

Securing Consensus for Strategic Technology Investments

Nigyar Mamedova headshot

Nigyar Mamedova

Seasoned Chief Accounting Officer

Former Saks Group & Amazon

Tracey Perini headshot

Tracey Perini


Fitch Group

In today's dynamic technology landscape, the adoption of strategic tools like AI and robotics is paramount for enterprises seeking to enhance efficiency and maintain a competitive edge. Modern CFOs and CAOs face the challenge of not only identifying cost-effective solutions but also garnering widespread support for strategic technology investments.

Join this session for two compelling case studies and a workshop on how to:

  • Identify technology needs directly correlating with business objectives
  • Gain enterprise-wide agreement on AI and tech investment goals
  • Drive successful technology adoption and maximize ROI

1:30pm - 2:15pm  Executive Boardroom

Reimagining Technology to Enhance Efficiencies and Increase ROI

Michael Perica headshot

Michael Perica


Rimini Street

Adam Barsky headshot

Adam Barsky

Executive Vice President & CFO

New York Power Authority

In a cost-constrained environment marred by periods of economic uncertainty, organizations must quickly navigate the constant turbulence. Modern CFOs play a critical role in investment decisions that ignite innovation while driving sustainable growth and minimizing cost.

Join this session to discuss how to:

  • Make finance the core of digital transformation
  • Evolve IT systems into innovation engines that boost agility
  • Transform your organization to optimize and unify resources across lines of business

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CFOs and CAOs).

2:15pm - 2:40pm  Networking Break

2:40pm - 3:15pm  Keynote

Ahead of the Game – Tackling Tech in Finance

Christine Dorfler headshot

Christine Dorfler

Chief Financial Officer

National Football League

Rick Davison headshot

Rick Davison


Sumitomo Mitsui Banking Corporation

In the fast-paced arena of AI and automation, CFOs need to pivot with agility, adopting cutting-edge solutions ensuring they remain at the forefront of the technological gridiron. Top financial leaders today are harnessing high-powered analytics and automation to drive game-changing insights and streamlined operations at the finance and enterprise levels. Join this fireside chat with Christine Dorfler, CFO of the NFL, and Rick Davison, Managing Director and CFO at SMBC Group Americas, to draft winning strategies to navigate the shifting field of finance.

This keynote will explore:

  • Building a game plan to meet technology goals and desired outcomes
  • Using AI to identify and measure performance against KRIs and strategic goals
  • Maximizing efficiency, accuracy and ROI on new technology investments

3:15pm - 3:45pm  Closing Reception & Prize Drawing

October 26, 2023

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

Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.


Venue & Accommodation

Conrad New York Downtown

A block of rooms has been reserved at the Conrad New York Downtown at a reduced conference rate. Reservations should be made online or by calling 212-945-0100. Please mention EVANTA23 to ensure the appropriate room rate.

Deadline to book using the discounted room rate of $579 USD (plus tax) is October 3, 2023.

Your Community Partners

Global Thought Leader
Program Partners

Community Program Managers

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

Ashley Coryell

Community Program Manager


Dan Philpott

Senior Program Manager Territory Specialist