New York CFO Inner Circle

April 18, 2024 | Riverpark

April 18, 2024


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:

Understanding the Evolving Standards for AI in Finance

Enhancing Cost Efficiency Through Connected and Clean Data

Transforming Finance Talent to Bridge Future Skill Gaps

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.

Governing Body Co-Chairs

Guru Ramamurthy

Bayer Corporation
CFO, North America

Aradhana Sarin

CFO and Executive Director


April 18, 2024

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

5:30pm - 6:45pm  Discussion Topics

Transforming Finance Through Technology Optimization

Guru Ramamurthy headshot

Guru Ramamurthy

CFO, North America

Bayer Corporation

Jim Dodge headshot

Jim Dodge


First Quality

Justin Di Trolio headshot

Justin Di Trolio

Chief Financial Officer

Jackson Hewitt Tax Service Inc.

Melissa Wikle headshot

Melissa Wikle

SVP, Chief Accounting Officer

American Water Works

Michael Lelievre headshot

Michael Lelievre

CFO, North America

Havas Media Group

Philippe Fau headshot

Philippe Fau

CFO, North America


In 2024, top finance leaders are revisiting established strategies to better align with the rapidly evolving future of finance. According to Gartner research, CFOs consider successful transformation the most critical factor for success this year; however, most transformation efforts are going slower than expected and not providing expected value. Effectively implementing new technology, like Generative AI, stands as a crucial element in the majority of transformation initiatives for CFOs this year.

Finance leaders are also working to identify and dismantle outdated functions while elevating new tech-forward sub-functions. The involvement of key decision-makers and the definition of their roles are critical considerations, shaping the overall efficiency of financial strategies in a rapidly evolving business landscape. Navigating through an uncertain growth outlook in 2024, CFOs must strategically position their organization to make room for strategic investments, streamlining obsolete systems and enhancing efficiency.

Join your peers to discuss what strategies CFOs are deploying to transform finance in 2024:

Topic 1: Modernizing Finance Capabilities Through Function Optimization

  • How do you identify and dismantle outdated functions hindering operational goals?
  • When do you elevate new sub-functions, such as finance IT, to address strategic priorities and bolster the future of finance?
  • What data is most important to consider when analyzing each function and its capabilities?

Topic 2: Leading Through Transformation and Technology Implementation 

  • What specific steps are you taking to expedite and enhance the pace of your transformation efforts?
  • How are you fostering adaptability within your finance team to stay ahead of emerging trends and technologies in the financial landscape?
  • How are you tracking value realization efforts on existing technology transformation initiatives? Who do you partner with in decision-making, and who owns implementation processes?

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.





Hosted valet parking is located in the parking garage behind the restaurant on the lower floor. Need to quote 'Evanta'

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Program Partners

Community Program Managers

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

Tiffany MacKinnon

Community Program Manager

Dan Philpott

Senior Program Manager Territory Specialist, CFO Portfolio Lead