Washington, DC CFO Inner Circle

October 10, 2023 | The Patterson Mansion

October 10, 2023
The Patterson Mansion

Collaborate with your peers

Join Washington, DC'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

Washington, DC CFO Governing Body

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


October 10, 2023

8:00am - 9:15am  Networking & Meal Service

9:15am - 10:00am  Keynote

Effectuating AI and Automation Acceleration in Finance

Vinay Vijay Singh headshot

Vinay Vijay Singh


U.S. Department of Housing and Urban Development

AI has the potential to offer significant value to organizations through enhancing productivity, improving decision making, and creating new opportunities for growth and innovation. Without leadership buy-in and engaged employees delivering a sustainable business value for emerging technology is limited. How can CFOs partner cross-functionally to improve the chances of AI success without taking big risks?

Join this keynote to discover how to:

  • Define an AI strategy that incorporates governance and security
  • Develop a culture that embraces machine collaboration
  • Determine relevant measures of success

10:00am - 10:15am  Break

10:15am - 11:00am  Discussion Topics

Discussion Groups

Ricardo Aguilera headshot

Ricardo Aguilera


Federal Reserve Board

Ed Swallow headshot

Ed Swallow

SVP, Chief Operating Officer, CFO and Treasurer

Aerospace Corporation

Joao Esteves headshot

Joao Esteves

CFO North America


Dennis Gannon headshot

Dennis Gannon

Vice President, Analyst


Modern CFOs have ambitious goals for their future talent pool and technology roadmap. By 2027, finance leaders expect one in two finance staff will be digital talent—people with experiences, knowledge and temperament to thrive in a digital environment while driving digital transformation in finance.

Meanwhile, technology advancements that enable organizations to navigate complex challenges efficiently and accurately are now outpacing the speed of adoption. During continued economic uncertainty, CFOs are tasked with optimizing costs while allocating the sufficient resources in technology to sustain growth.

How can top finance leaders today find the delicate balance between these competing priorities? Join your peers to discuss what strategies CFOs are deploying to navigate top challenges.

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

  • What skills is your organization prioritizing and what resources are you dedicating to help train and hire for critical digital competencies?
  • How are you developing your talent to think more analytically and strategically? In what ways has your talent strategy evolved with emerging technology?

Topic 2: Achieving Growth in a Cost-Constrained Environment

  • What cost-optimization efforts have you launched? What has been effective and what efforts are on the horizon in the next 6 months?
  • How are you using robotic process automation to improve overall efficiency? What future investments are you planning into emerging technology/AI and what are you doing to measure ROI?

11:00am - 11:20am  Summary Discussion & Report Out

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 valet service provided upon arrival at venue.

Community Program Managers

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

Kendall Lynch

Associate Community Program Manager


Dan Philpott

Senior Program Manager Territory Specialist