St. Louis CFO Invitational

March 30, 2022 | Bellerive Country Club

March 30, 2022
Bellerive Country Club


Collaborate with your peers

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

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

Preparing and responding strategically under the threat of recession

Creating a data-centric organization

The seamless integration of digital capabilities and business operations

St. Louis CFO Governing Body

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


Tom Schawang

Major Brands

Peter Siegel

Sense Corp

Jim Smith

Knight Hawk Coal, LLC


March 30, 2022

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

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

Stronger Together – The Transformational CFO

Timothy Solberg headshot

Timothy Solberg

Academic Director of Corporate Finance and Investments, CFA

Washington University in St. Louis

Brett Barton headshot

Brett Barton

Senior Director, Global Data Analytics


David Levinson headshot

David Levinson



Trevor Davies headshot

Trevor Davies

Treasurer & Vice-President, Finance

GrassWorx, LLC

Jason Overbey headshot

Jason Overbey


Progressive Recovery, Inc.

As we continue to navigate through the pandemic, CFOs need to develop a solid financial strategy, a diverse talent base, as well as harness the power of emerging technology to effectively manage increasingly complex and unpredictable levels of disruption. Discover the peer power of the St. Louis CFO community while learning how you can turn challenges into opportunities and create a competitive advantage for your organization.

During this in-person gathering, you will explore:

  • Strategic roadmaps to drive business transformation
  • Methods to attract and retain talent that can thrive during times of change
  • New technologies that will improve your organization’s ability to pivot and grow

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.



Parking & Transportation

Valet parking will be complimentary at the venue.
For directions, please click here.

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 completing a health status attestation prior to arrival. Please refer to our COVID-19 Health and Safety Protocols 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 1 CPE Credit.

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:

St. Louis CFO Program Manager

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

Renee Osaigbovo

Program Manager