In-person networking for CFOs — whether through large trade shows, leadership groups or small communities — is becoming a necessity as the demands of a CFO continue to increase. The ability to learn and seek improvement, which some say is diminished in leadership positions, can provide great value for finance leaders looking for direction in a specific or wide range of areas.
For finance leaders looking to expand their tech stack, access to professional networks or improve their communication skills, here is a list of corporate finance events that may be of interest to CFOs that are still on the docket for the final months of the year.
1. ICBA CFO Forum
The CFO Forum held by the Independent Community Bankers of America (ICBA) is scheduled for August 26-27 in Indianapolis, Indiana, at the Omni Severin Hotel. This event will address key topics including tax, accounting, CECL, deposit funding, risk and cybersecurity.
Notable speakers: James Reber, president and CEO of ICBA Securities and Jennifer Sanders, Mike Osaski and David Rabb, who all hold positions at Forvis Mazars.
2. Council of Institutional Investors Fall Conference
The Council of Institutional Investors Fall Conference will be held from September 9-11, in Brooklyn, New York, at the New York Marriott Brooklyn Bridge. This event features topics on capital allocation strategy, the future of work and pension allocations. Registration costs vary based on the type of attendee.
Notable speakers: Jamie Dimon, CEO of JP Morgan; Kathaleen McCormick, chancellor of the Delaware Court of Chancery; Tyler Bond of the National Institute on Retirement Security; Paul Atkins of Patomak Global Partners; Raquel Fox of Skadden, Arps, Slate, Meagher & Flom; Donna Anderson of T. Rowe Price; and Brandon Rees of the AFL-CIO.
3. FinovateFall
FinovateFall also takes place on September 9-11 in Manhattan, New York, at the Marriott Marquis in Times Square. The three-day event encompasses fintech, AI, blockchain and the metaverse. It also features its signature start-up demos from CEOs mostly in the technology space.
Notable speakers: Ken Hughes, consumer behaviorist; Donna M. Murphy, deputy comptroller for compliance risk policy at the OCC; Eric McCabe, head of embedded finance at Citizens Bank; and Mohammad Rasoul, AI expert for investment at Stanford University.
4. The TMANY New York Cash Exchange
The Treasury Management Association of New York (TMANY) cash exchange this year will be held in Manhattan, New York on September 10-11 at the Javits Center. It will have a strong focus on treasury, accounting, FP&A, accounts payable/receivable, capital markets and banking. Admission is free for speakers and TMANY members.
Notable speakers: Timothy Hesler, assistant treasurer at New York University; Bradley Costantino, senior manager of global treasury, Under Armour; and Linda Miller CEO and founder, Audient Group.
5. NAFCU CFO Summit + CFO Forum
The National Association of Federally-Insured Credit Unions (NAFCU) is hosting its CFO Summit + CFO Forum in Greenville, South Carolina, from September 16-19 at the Hyatt Regency Greenville. This event will focus on key topics relevant to credit union CFOs, such as fraud prevention, mergers and acquisitions, loan pricing, net interest margin and new banking and deposit strategies.
Notable speakers: Ed Lis, CFO, First Choice Financial FCU; Brett Fisher, CFO, Skyla Credit Union; and Karen Haas, CFO, Illinois Credit Union League.
6. CFO Leadership Conference West 2024
The CFO Leadership Conference West is scheduled to take place from October 7-9 in Dallas, Texas, at The Statler Dallas Curio. The CFOLC’s second conference West Conference will cover critical topics, including global volatility, storytelling skills, breakouts on technology and more.
Notable speakers: Stacey Ryan-Cornelius, CFO, Ogilvy; Marie Myers, CFO, Hewlett Packard; Devana Rankin, CFO, Waste Management; and Anand Govind, CFO, o9 Solutions.
7. New York CFO Executive Summit
The New York CFO Executive Summit for this year is scheduled for October 17 in Manhattan, New York, at the downtown Conrad Hotel. This event will focus on key topics such as artificial intelligence, data management, cost efficiency and talent acquisition.
Notable speakers: Guru Ramamurth, CFO of North America, Bayer Corporation and Aradhana Sarin, CFO, AstraZeneca.
8. Finance and Accounting Tech Expo (FATE)
The Finance and Accounting Tech Expo (FATE) is set to take place from October 28-30 in Manhattan, New York, at the Javits Center. This expo will delve into essential topics such as digital transformation, artificial intelligence, supply chain management and reporting strategies. Those in attendance will have the opportunity to engage with industry leaders and explore new trends and technologies making an impact in the finance and accounting sectors.
Notable speakers: Nick Araco Jr, president, CFO Alliance; Christine D. Gagnon, CFO, Roha Group; Justin Smith CFO, FinQuery; Glenn Hopper, head of AI research and development, Eventus Advisory Group; Paul Barnhurst, the FP&A Guy
9. MIT Sloan CFO Summit
The MIT Sloan CFO Summit will be held on November 21 in Newton, Massachusetts, at the Newton Marriott. This event, which is in its 22nd year, will cover key topics such as workforce management, innovation, mergers and acquisitions, FP&A, customer engagement and talent retention.
Notable speakers: Amanda Whalen, CFO, Klayvio; Sarah Youngwood, CFO, Nasdaq; Simone Nardi, CFO, G-P; Don McGuire, CFO, ADP; Oliver Foley, CFO, TrueCar; Ziad Al-Murshed, CFO, Saudi Aramco
10. Digital CPA Conference
The DCPA24 event is scheduled to take place from December 8-11 in Denver, Colorado, at the Hyatt Regency Denver. This conference will address topics like remote and hybrid work, generative AI, global teamwork, audit fintech and Client Accounting Services (CAS) metrics.
Notable speakers: Erik Asgeirsson, president and CEO, CPA.com; Barry Melancon president and CEO, AICPA & CIMA; Avani Desai, CEO, Schellman & Company
11. World Finance Forum
The World Finance Forum will take place on December 12 in Manhattan, New York — the exact location is still to be determined. This event will focus on crucial topics such as leadership, FP&A, innovation, pioneering AI and machine learning technologies and topics covering transformation and strategic finance. In previous events, topics like CFO-CEO relationship building and CFO succession planning have also been discussed.
Notable speakers: Josue Napa, head of finance and accounting, Brooklyn Nets; Galit Shayo, CFO, Greater NY Nursing; Gregory Rosoff, CFO, All Things Media; Dan Surette, CFO, Daxtra Technologies; Alecia Dillon, CFO, Health Foundation of South Florida.
For a full preview of the remaining events for the year, check out the CFO conferences and event tracker.
If you are looking for a free, virtual event to attend, join us for CFO Live: The Future of Finance on Sept. 10. During this half-day conference, you’ll hear from us on the editorial team, plus leading experts to discuss the transformative leadership role of CFOs today.
