New York CFO Inner Circle

May 18, 2023 | Manhatta

May 18, 2023

Collaborate with your peers

Join New York's top CFOs for an intimate networking dinner and facilitated discussion on key business challenges. Enjoy a relaxed evening of dinner and drinks with your peers to share best practices, make new connections and build professional relationships.

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 discussion topics and agenda, ensuring that all content is driven by CFOs, for CFOs.


May 18, 2023

4:30pm - 5:30pm  Executive Networking Reception

5:30pm - 6:45pm  Discussion Topics

Conquering the Top Challenges Facing CFOs – Labor, Forecasting and Cutting Costs

Craig Safian headshot

Craig Safian

Executive Vice President and Chief Financial Officer


Rick Davison headshot

Rick Davison

Chief Financial Officer

Sumitomo Mitsui Banking Corporation

Elizabeth Mann headshot

Elizabeth Mann


Verisk Analytics

Mike McGuinness headshot

Mike McGuinness

Executive Vice President & Deputy Chief Financial Officer


Melissa Wikle headshot

Melissa Wikle

SVP, Chief Accounting Officer

American Water Works

Rob Wolf headshot

Rob Wolf

CFO US P&C and Deputy CFO


Persistent inflation, further disruptions in the supply chain and an ever-tightening labor market – A trio of difficulties Gartner refers to as the “Triple Squeeze” – are putting immense pressure on organizations to maintain profitability. As a result, CFOs are rethinking the way their organizations invest in people and technology for long-term gains.

In addition to managing a period of continued economic uncertainty, finance leaders are being tasked with forming new and bolstering existing relationships with leaders across the organization to drive continuous growth. How does one maintain the balance?

Join your peers to discuss what strategies CFOs are deploying to overcome the challenges brought on by the “Triple Squeeze.”

Topic 1: Hiring and Retaining Talent in a Tight Labor Market

  • In what ways are you working to remain competitive in the talent landscape? How is hybrid versus in-person work affecting your strategy?
  • How much can or should you continue to invest in talent? What strategies have you deployed to attract and retain talent while protecting the bottom line?
  • What skills do you predict will be most critical in the next year at your organization? What programs are in place to upskill existing talent or recruit next generation skill sets?

Topic 2: Optimizing the Right Costs in the Face of Inflation

  • What cost-optimization efforts have you launched to address inflation? What has been effective and what efforts are on the horizon in the next 6 months?
  • How are you ensuring accuracy in your forecasts in a time of high inflation? What investments have you made/do you plan to make to improve that accuracy?
  • What business priorities are you protecting, and to which are you planning to make cuts?

6:45pm - 7:15pm  Networking Break

7:15pm - 8:30pm  Summary Discussion & Dinner

8:30pm - 9:30pm  Social Hour

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.






Complimentary Parking will be provided at the Liberty Plaza Garage at 10 Liberty St., located between William St. and Pearl St., which is a half block walk from Manhatta.

Address: 10 Liberty St., New York, NY 10005

Attendees will mention that they are attending the "Evanta CFO Inner Circle Dinner " and will be given access to reserved parking.

Your Community Partners

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