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Triangle CFO Invitational

May 9, 2019 | The Umstead Hotel and Spa

May 9, 2019
The Umstead Hotel and Spa

Collaborate with your peers

Get together with your peers to tackle top business challenges through peer-driven content and discussions at the Triangle 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

Triangle CFO Governing Body

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


Arthur Bergens

Bell and Howell, LLC

Barry E. Gum

Butterball, LLC

Tesa Oechsle

Global Knowledge


May 9, 2019

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

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

The CFO Agenda for Disruption

Ashley Cagle headshot

Ashley Cagle

Assistant Executive Director

Wake County Economic Development

Unprecedented change, complexity and unpredictability has disrupted business-as-usual for enterprises. CFOs must respond with technology-driven agility, a strategic finance team delivering business insights, and an agenda that leverages disruption into opportunities for competitive advantage. 

Join this roundtable to explore: 

Preparing for Disruption – New Business Models and Change Management

  • What poses the biggest threat/disruption to your business and industry? How do you anticipate and monitor these trends and become more proactive?
  • How do you balance the need to transform in response to change with the execution of existing objectives? What can you do to prepare your organization for dramatic change?
  • What emerging technologies are you researching or interested in learning more about? How are you evaluating newer technologies prior to investment in the absence of proven case studies? Similarly, how do you successfully vet vendors?

Executing Transformation – Talent, Innovation, and Analytics 

  • Digital transformation impacts every aspect of the organization, including talent recruitment. How have you adjusted your talent attraction efforts? What recruiting challenges are impacting your strategy?
  • What successful approaches have you used to upskill your teams’ digital capabilities, particularly their analytical capacity. How are you recruiting and developing the next leaders for your company?
  • What diversity and inclusion initiatives are you building into your talent strategy? What impact have cultural movements such as #MeToo had on your organization? How are you responding?


Your Community Partners

Founding Sponsor


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

Triangle CFO Program Manager

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

Natasha Stevens

Former Client Services Associate