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Solutions, Strategy & Connection at Finance’s Most Powerful Summit
Guy Melamed
CFO & COO
Two ways to enjoy the leading Finance summit, In-Person or Virtual
In-Person
Schaumburg, IL
September 25 - 27, 2022
Event Details
Virtual
North America
October 3 - 7, 2022
Event Details
Join North America’s Most Trusted Finance Summit
For 15+ years, executives have found actionable strategy, new solutions, and their path to making a powerful impact at CONNECT.
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Hear from Industry Experts
With over 30 captivating speakers on the agenda, learn from leaders driven to inspire.
Solve Your Top Challenges
Meet 1-on-1 with solution providers hand selected & specifically qualified to meet your needs.
Make Inspired Connections
Collaborate with like-minded professionals eager to share strategy and new points of view.
It’s All Complimentary
5 star catering, luxury hotels and travel reimbursement. Treat yourself to the perks of attending.
Hear from Industry Experts
Learn from thought leaders making waves in your industry, all from the comfort of your own home.
Solve Your Top Challenges
Meet 1-on-1 with solution providers hand selected to meet your needs.
Total Flexibility From Your Locale
Kick back in a cozy corner and access sessions in real time or on demand.
Register Now

Experience the Only Solutions-Based Event

Tell us the challenges you’re facing, and we’ll schedule meetings with the right solution providers to solve them. You leave with a plan and the tools you need to move your company forwards.

"I think the event was a huge success. I enjoyed the experience and thought it was well put together. The sessions were direct and to the point and really helped."
Michael Bollhardt,
CFO
"The experience was exceptional; great organization and follow up, meetings were straight to the point with no over selling."
Michael Mance,
CPA VP of Financial Operations
"The one-on-ones save so much time and get to the heart of what the solution is and whether it would apply to my company. So much better than wandering around a bunch of booths trying to figure out which ones to look into and then try to speak with someone. "
Mollie Mossman,
Director of Strategy and Taxation

Hear From Today’s Most Powerful Brands & Voices

Carolina Veira
Finance Director - Strategic Partnerships - CSR, DEI
Elio Duarte
Head of Ocean Finance
Jim Altman
CFO
Harish Menon
Sr. Director - Strategic Finance & International Programs
Thresa Giles
Chief Business Officer
Miguel Juarez Mendieta
Senior Director - International Tax
Hilla Sferruzza
EVP & CFO
Guy Melamed
CFO & COO
Dr. Hope Obika Waobikeze
Assistant Director & CFO
Nicole Milnthorpe
CFO
Dave DeFreitas
Group CFO (retired)
Valquir Correa
Vice President of Corporate Finance
Daniel Echeverri
CFO - Mexico
Alonso Ramos
CFO - US Operations
Matt Poleski
Regional CFO & Finance Director
Carolina Veira
Finance Director - Strategic Partnerships - CSR, DEI
Elio Duarte
Head of Ocean Finance
Jim Altman
CFO
Harish Menon
Sr. Director - Strategic Finance & International Programs
Miguel Juarez Mendieta
Senior Director - International Tax
Thresa Giles
Chief Business Officer
Hilla Sferruzza
EVP & CFO
Guy Melamed
CFO & COO
Dr. Hope Obika Waobikeze
Assistant Director & CFO
Dave DeFreitas
Group CFO (retired)
Nicole Milnthorpe
CFO
Daniel Echeverri
CFO - Mexico
Alonso Ramos
CFO - US Operations
Matt Poleski
Regional CFO & Finance Director
Casey Dial
Regional Sales Director

Enjoy the Perks of Exclusivity; Everything is on Us.

As an attendee you’ll receive:

  • One night complimentary accommodations
  • 5 star catering & open bar
  • Travel reimbursement
  • Personal concierge to tailor your experience

Get Rewarded with High End Swag

Since we can’t treat you to a lavish hotel and delicious dining digitally, we’ve designed a brilliant rewards system worthy of your time. Take all 6 solution provider meetings and earn your choice of amazing SWAG, including Apple products and charitable donations.

Register Now

A Tailored Agenda For You

Tune In on Your Time

Choose from 45 Sessions, 30 Speakers, 6 Networking Events & More
It’s entirely up to you to whether to catch the premiere online or watch presentations on demand.
SundaySeptember 25
MondaySeptember 26
TuesdaySeptember 27
5:00 - 7:00pm
Welcome Reception and Registration
7:30 - 8:50am
Breakfast
8:00 - 9:00am
Building Talent & Teams for the Future

Diversity is key to building talented teams for the future. Progressive entities with national and global presence must work to create a diverse team to stay viable and successful. The workplace, workforce, and customers are constantly changing, and it is essential to establish diversity to balance productivity and a sustainable workforce. Communities, businesses, and companies are also changing; therefore, embracing a diverse workforce will foster inclusiveness for success, profitability, and competitiveness.

Key Takeaways:

  • Improve or manage the emotional intelligence of the workforce
  • Manage success with a focus on diverse interpersonal skills
  • Categorize and analyze diverse professional knowledge and skills

Speakers:

Dr. Hope Obika Waobikeze
Assistant Director & CFO
9:00 - 10:00am
The Journey of Transforming People's Profile

We may all may be confronted with what the true secret to transformation is from time to time. Implementing new technology, going digital, or hybridizing your workforce may have taken a lot of time and resources and is no small feat to endure. But we cannot overlook what transformation means for our employees and what techniques we can foster to help them evolve, too! In the era of the Great Resignation or Reshuffle, having knowledgeable, autonomous, and accountable employees will not only save you time and money but also peace of mind throughout your own financial journey and personal or professional growth. In order to promote real financial impact in your organization, you need to become your own Agent of Transformation and guide your team to follow suit.

Key Takeaways:

  • Develop your employees into financial partners
  • Uncover the real financial impact within your organization
  • Merge your own financial leader journey with your employee's journeys

Speakers:

Valquir Correa
Vice President of Corporate Finance
10:00- 11:00am
Progressive Value Creation & Strategies for Sustainable Profitability

The CFO role has rapidly matured from a fiduciary accounting position to being the forefront leaders of operative trailblazing – projecting the path to which the company evolves. Not only do CFOs remain responsible for the financial actions of an organization but forecasting the company’s fiscal strengths and weaknesses while proposing corrective actions has become the norm. As well-rounded executives, CFOs should affect an environment of sustainable profitability and overall progressive value creation. Please join us in this executive interview with the CFO of Smokey Bones Bar & Grill, Nicole Milnthorpe, as we explore strategic agility and the aspects of a well-rounded executive leader.

Key Takeaways:

  • Learn to strategically maneuver through volatile obstacles that will positively impact your organization's long-term goals and vision
  • Identify risks and actionable developments while maintaining the ability to change course
  • Create an autonomous team with a culture of agility and resourcefulness

Speakers:

Nicole Milnthorpe
CFO
11:00am-12:00pm
Sustainable Finance: Invest in Building a Transformative Future

Environmental, social, and governance initiatives have continued to gain traction, especially when new shareholders are looking to invest. Although this latest metric comes with a variety of practices and challenges, socially and environmentally conscious company decisions continue to progress through the ranks – and the finance department is uniquely positioned to drive the changes. Please join us in this executive interview with CFO & EVP of Meritage Homes, Hilla Sferruzza, as we dial in on what this new metric is and the impact it can have on your financial forecasts.

Key Takeaways:

  • Define ESG and its relevancy as it relates to your company initiatives
  • Explore the benefits as well as the potential trade-offs when implementing a new social or environmentally-conscious metric
  • Learn to plan an agile financial forecast within an ever-evolving ESG landscape

Speakers:

Hilla Sferruzza
EVP & CFO
12:00pm
Networking Lunch
1:00-2:00pm
The Future of Finance Professionals

The role of the finance profession has changed significantly in the past few years due to the emerging technologies that have simplified many basic tasks, creating opportunities for finance people to focus their efforts on getting involved in daily operations. This means that the finance people should be comfortable interacting with members of all areas, bringing the financial perspective when discussing business issues, and generating ideas to achieve organizational goals. This will improve the perception of the finance team, presenting it as a true business partner. As part of this evolution, our profession should take ownership of their own careers, understanding that they should grow and advance by achieving their own defined career goals.

 

Key Takeaways:

  • Identify the changes in the finance industry and learn how to adapt within your field
  • Embrace the emergence of the new finance professional
  • Explore new opportunities to champion your own career as a finance professional

Speakers:

Alonso Ramos
CFO - US Operations
2:00 - 3:00pm
Global Minimum Tax - The End of Tax Havens

World leaders have formally agreed to an overhaul of international tax rules that would impose a new global minimum tax on business profits of 15 percent. This international agreement, signed by 140 countries (US included), also intends to update international tax rules to reflect the realities of the digital era.

For the first time, there would be a minimum corporate tax rate applied around the world (set at 15%) so multinational companies will have less incentive to move their operations to low-tax jurisdictions and tax havens. It would affect multinationals that have been paying few or no taxes in the last decade. With budgets strained after the COVID-19 crisis, digital tax has been a key aim throughout the negotiations for the U.S. Multinationals while this global initiative is coming from the G20 most powerful nations worldwide.

 

Key Takeaways:

  • Understand the basis and key elements of the worldwide 15% global minimum tax
  • Prepare your business for this global initiative taking place in 2023
  • Identify the importance of digital business and digital tax in the government negotiations

Speakers:

Miguel Juarez Mendieta
Senior Director - International Tax
3:00-4:00pm
Growth & Innovation: Navigating a Global Pandemic

Why is it essential that an organization continues to innovate even when faced with a “trifecta” of disasters? Peter Drucker is credited with saying; “if you don’t stay ahead of the pace of change, you are toast”. In other words, innovate or you die! I would like to share with you how Pace Center for Girls was able to focus on innovation and growth over the last 2.5 years in the midst of a pandemic, racial and social unrest, and economic uncertainty. I believe an organization’s strongest asset is its talent. If your talent mindset is focused on the disaster, you are unable to innovate. This presentation will walk you through three major steps we took to change our team’s outlook during a global crisis to ensure we continue to innovate and grow.

Key Takeaways:

  • Emulate innovation as a mindset, not just an idea
  • Respect that innovation is a necessity, not an option
  • Remain confident in your ability to innovate and grow, even while navigating a global crisis

Speakers:

Thresa Giles
Chief Business Officer
4:00-5:00pm
Cyber Threats & The Costs of a Breach

If you have critical data – someone wants it. As a CFO, you don’t have to be an expert on the latest cyber threats or how best to protect your assets and data. However, critical awareness and inquiries to your CISO and team can position you to strategically implement the best cybersecurity procedures for your organization. In this presentation, we will explore the main points of contention that finance leaders will meet when it comes to cybersecurity and best practices from within and outside of your business.

Key Takeaways:

  • Determine where your sensitive data is overexposed
  • Be aware of disclosure requirements that have increased and regulations that have changed
  • Embrace the authority of protecting your organization and leading your team responsibly

Speakers:

Guy Melamed
CFO & COO
6:00 - 9:00pm
Networking Dinner
Explore All Sessions
7:30 - 8:50am
Breakfast
8:00 - 8:50am
Change Management & Leadership

One of the only constants in business is that your company must continually change and adapt to survive. Change Management is not a new concept. However, in the 21st Century, companies need to evolve beyond the age-old cliché of Change Management to Change Leadership. To efficiently implement change and capture all of the benefits associated with the change you want to make, employees must want the “change” as much or more than you do. To unlock the power of change in ways that will unleash the maximum potential of your employees, we will look at the difference between making a “change” and implementing an “improvement”, the importance of setting and communicating clear goals for the “improvement” being made, and how to achieve the most from your intended change through inspired leadership.

Key Takeaways:

  • Identify the difference between making a change and implementing an improvement
  • Establish keys to “improvement” goals that will resonate with employees
  • Learn the role communication plays in making or breaking effective change
  • Discover how situational leadership and displaying strong leadership attributes can inspire your employees to achieve the “improvement” (change) you want to make faster and better

Speakers:

Dave DeFreitas
Group CFO (retired)
9:00-10:00am
The Digital Reporting Shortcut
The availability of business-intelligence tools has exponentially increased within the last several years, attracting players of all sizes. Mainstream examples include Power BI, Tableau, Spotfire, Oracle BI, and SAP BI. These tools are mainly designed to facilitate the way data is presented in order to showcase the most pertinent information and trigger optimal decision-making.
Nevertheless, adopting such tools is not always an easy task and companies may find themselves in difficult situations during its implementation. At first, convincing the leadership to transition from slides and spreadsheets to an all-encompassing data-integration system may prove challenging. Duplicating traditional spreadsheets into the new system and increasing other workloads for your team must also be carefully considered. In order to maintain your forecast’s agility, all leadership and teams must be appropriately trained and be and positioned to interact autonomously.

Key Takeaways:

  • Explore the availability of business intelligence tools that have evolved in the past several years
  • Recognize that the adoption of such tools is not always an easy task and companies may end up in complex situations
  • Embrace the shortcut between data generation and data reporting

Speakers:

Daniel Echeverri
CFO - Mexico
10:00-11:00am
M&A Synergies Realized: A Win for Both Parties

Due Diligence for Mergers and Acquisitions is all about the numbers – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now? Matt Poleski, Gallagher Northeast Region CFO examines the top questions you face once an acquisition is closed.

 

Key Takeaways:

  • Examine how integrations can be implemented and how the acquiree can prioritize said integration while also focusing on operations
  • Identify your early wins and key success factors that can be measured
  • Develop roles, responsibilities, and relationships while identifying key stakeholders to drive change

Speakers:

Matt Poleski
Regional CFO & Finance Director
MondayOctober 3
TuesdayOctober 4
WednesdayOctober 5
ThursdayOctober 6
The Journey of Transforming People's Profile

We may all may be confronted with what the true secret to transformation is from time to time. Implementing new technology, going digital, or hybridizing your workforce may have taken a lot of time and resources and is no small feat to endure. But we cannot overlook what transformation means for our employees and what techniques we can foster to help them evolve, too! In the era of the Great Resignation or Reshuffle, having knowledgeable, autonomous, and accountable employees will not only save you time and money but also peace of mind throughout your own financial journey and personal or professional growth. In order to promote real financial impact in your organization, you need to become your own Agent of Transformation and guide your team to follow suit.

Key Takeaways:

  • Develop your employees into financial partners
  • Uncover the real financial impact within your organization
  • Merge your own financial leader journey with your employee's journeys

Speakers:

Valquir Correa
Vice President of Corporate Finance
Progressive Value Creation & Strategies for Sustainable Profitability
The CFO role has rapidly matured from a fiduciary accounting position to being the forefront leaders of operative trailblazing – projecting the path to which the company evolves. Not only do CFOs remain responsible for the financial actions of an organization but forecasting the company’s fiscal strengths and weaknesses while proposing corrective actions has become the norm. As well-rounded executives, CFOs should affect an environment of sustainable profitability and overall progressive value creation. Please join us in this executive interview with the CFO of Smokey Bones Bar & Grill, Nicole Milnthorpe, as we explore strategic agility and the aspects of a well-rounded executive leader.

Key Takeaways:

  • Learn to strategically maneuver through volatile obstacles that will positively impact your organization's long-term goals and vision
  • Identify risks and actionable developments while maintaining the ability to change course
  • Create an autonomous team with a culture of agility and resourcefulness

Speakers:

Nicole Milnthorpe
CFO
The Digital Reporting Shortcut
The availability of business-intelligence tools has exponentially increased within the last several years, attracting players of all sizes. Mainstream examples include Power BI, Tableau, Spotfire, Oracle BI, and SAP BI. These tools are mainly designed to facilitate the way data is presented in order to showcase the most pertinent information and trigger optimal decision-making.
Nevertheless, adopting such tools is not always an easy task and companies may find themselves in difficult situations during its implementation. At first, convincing the leadership to transition from slides and spreadsheets to an all-encompassing data-integration system may prove challenging. Duplicating traditional spreadsheets into the new system and increasing other workloads for your team must also be carefully considered. In order to maintain your forecast’s agility, all leadership and teams must be appropriately trained and be and positioned to interact autonomously.

Key Takeaways:

  • Explore the availability of business intelligence tools that have evolved in the past several years
  • Recognize that the adoption of such tools is not always an easy task and companies may end up in complex situations
  • Embrace the shortcut between data generation and data reporting

Speakers:

Daniel Echeverri
CFO- Mexico
How Real-Time Data Can Drive Strategic Financial Decisions in 2022

Buckle up CFOs we’re going for a ride! In 2022 take the driver’s seat and make data-driven, strategic decisions for your organization fueled by accurate real-time insights that only complete purchase-to-pay AP automation can provide.

Key Takeaways:

  • Take the wheel of your financial decisions with real-time P2P automation
  • Fuel financial decisions with accurate and efficient data collection
  • Map the best route for your organization with real-time data

Speakers:

Casey Dial
Regional Sales Director
Building Talent & Teams for the Future

Diversity is key to building talented teams for the future. Progressive entities with national and global presence must work to create a diverse team to stay viable and successful. The workplace, workforce, and customers are constantly changing, and it is essential to establish diversity to balance productivity and a sustainable workforce. Communities, businesses, and companies are also changing; therefore, embracing a diverse workforce will foster inclusiveness for success, profitability, and competitiveness.

Key Takeaways:

  • Improve or manage the emotional intelligence of the workforce
  • Manage success with a focus on diverse interpersonal skills
  • Categorize and analyze diverse professional knowledge and skills

Speakers:

Dr. Hope Obika Waobikeze
Assistant Director & CFO
Global Minimum Tax - The End of Tax Havens

World leaders have formally agreed to an overhaul of international tax rules that would impose a new global minimum tax on business profits of 15 percent. This international agreement, signed by 140 countries (US included), also intends to update international tax rules to reflect the realities of the digital era.

For the first time, there would be a minimum corporate tax rate applied around the world (set at 15%) so multinational companies will have less incentive to move their operations to low-tax jurisdictions and tax havens. It would affect multinationals that have been paying few or no taxes in the last decade. With budgets strained after the COVID-19 crisis, digital tax has been a key aim throughout the negotiations for the U.S. Multinationals while this global initiative is coming from the G20 most powerful nations worldwide.

Key Takeaways:

  • Understand the basis and key elements of the worldwide 15% global minimum tax
  • Prepare your business for this global initiative taking place in 2023
  • Identify the importance of digital business and digital tax in the government negotiations

Speakers:

Miguel Juarez Mendieta
Senior Director - International Tax
Cyber Threats & The Costs of a Breach

If you have critical data – someone wants it. As a CFO, you don’t have to be an expert on the latest cyber threats or how best to protect your assets and data. However, critical awareness and inquiries to your CISO and team can position you to strategically implement the best cybersecurity procedures for your organization. In this presentation, we will explore the main points of contention that finance leaders will meet when it comes to cybersecurity and best practices from within and outside of your business.

Key Takeaways:

  • Determine where your sensitive data is overexposed
  • Be aware of disclosure requirements that have increased and regulations that have changed
  • Embrace the authority of protecting your organization and leading your team responsibly

Speakers:

Guy Melamed
CFO & COO
Growth & Innovation: Navigating a Global Pandemic

Why is it essential that an organization continues to innovate even when faced with a “trifecta” of disasters? Peter Drucker is credited with saying; “if you don’t stay ahead of the pace of change, you are toast”. In other words, innovate or you die! I would like to share with you how Pace Center for Girls was able to focus on innovation and growth over the last 2.5 years in the midst of a pandemic, racial and social unrest, and economic uncertainty. I believe an organization’s strongest asset is its talent. If your talent mindset is focused on the disaster, you are unable to innovate. This presentation will walk you through three major steps we took to change our team’s outlook during a global crisis to ensure we continue to innovate and grow.

Key Takeaways:

  • Emulate innovation as a mindset, not just an idea
  • Respect that innovation is a necessity, not an option
  • Remain confident in your ability to innovate and grow, even while navigating a global crisis

Speakers:

Thresa Giles
Chief Business Officer
Change Management & Leadership

One of the only constants in business is that your company must continually change and adapt to survive. Change Management is not a new concept. However, in the 21st Century, companies need to evolve beyond the age-old cliché of Change Management to Change Leadership. To efficiently implement change and capture all of the benefits associated with the change you want to make, employees must want the “change” as much or more than you do. To unlock the power of change in ways that will unleash the maximum potential of your employees, we will look at the difference between making a “change” and implementing an “improvement”, the importance of setting and communicating clear goals for the “improvement” being made, and how to achieve the most from your intended change through inspired leadership.

Key Takeaways:

  • Identify the difference between making a change and implementing an improvement
  • Establish keys to “improvement” goals that will resonate with employees
  • Learn the role communication plays in making or breaking effective change
  • Discover how situational leadership and displaying strong leadership attributes can inspire your employees to achieve the “improvement” (change) you want to make faster and better

Speakers:

Dave DeFreitas
Group CFO (retired)
M&A Synergies Realized: A Win for Both Parties

Due Diligence for Mergers and Acquisitions is all about the numbers – assessing growth rates, margins, integration costs and synergies to be realized. Once an acquisition is closed, what happens now? Matt Poleski, Gallagher Northeast Region CFO examines the top questions you face once an acquisition is closed.

Key Takeaways:

  • Examine how integrations can be implemented and how the acquiree can prioritize said integration while also focusing on operations
  • Identify your early wins and key success factors that can be measured
  • Develop roles, responsibilities, and relationships while identifying key stakeholders to drive change

Speakers:

Matt Poleski
Regional CFO & Finance Director
Sustainable Finance: Invest in Building a Transformative Future

Environmental, social, and governance initiatives have continued to gain traction, especially when new shareholders are looking to invest. Although this latest metric comes with a variety of practices and challenges, socially and environmentally conscious company decisions continue to progress through the ranks – and the finance department is uniquely positioned to drive the changes. Please join us in this executive interview with CFO & EVP of Meritage Homes, Hilla Sferruzza, as we dial in on what this new metric is and the impact it can have on your financial forecasts.

Key Takeaways:

  • Define ESG and its relevancy as it relates to your company initiatives
  • Explore the benefits as well as the potential trade-offs when implementing a new social or environmentally-conscious metric
  • Learn to plan an agile financial forecast within an ever-evolving ESG landscape

Speakers:

Hilla Sferruzza
EVP & CFO
The Future of Finance Professionals

The role of the finance profession has changed significantly in the past few years due to the emerging technologies that have simplified many basic tasks, creating opportunities for finance people to focus their efforts on getting involved in daily operations. This means that the finance people should be comfortable interacting with members of all areas, bringing the financial perspective when discussing business issues, and generating ideas to achieve organizational goals. This will improve the perception of the finance team, presenting it as a true business partner. As part of this evolution, our profession should take ownership of their own careers, understanding that they should grow and advance by achieving their own defined career goals.

Key Takeaways:

  • Identify the changes in the finance industry and learn how to adapt within your field
  • Embrace the emergence of the new finance professional
  • Explore new opportunities to champion your own career as a finance professional

Speakers:

Alonso Ramos
CFO - US Operations

KEY THEMES

Forward-Thinking Financial Leadership

Data-Driven Financial Strategy

Financial Trends, Innovation, & Digital Transformation

Progressive Governance, Risk, & Compliance

Business Continuity, Agility, & Disaster Recovery

Financial Talent & Teams for the Future

Financial Performance & Profitable Growth

Over 80% of the Fortune 500 Attends

Connect with the thought leaders of your industry at 6 different networking events, including an off-site evening out.

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Meet our Sponsors

We attract the best in the business. By learning about your projects up front, we match you for 1-on-1 meetings with those best-suited to tackle the challenge.

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Luxurious Accommodations

Spacious accommodations and inviting amenities await you at the Renaissance Schaumburg. Enjoy well-appointed rooms, innovative restaurants and bars, and the refreshing resort-style pool.

Inspiration, on Your Schedule

Customize the ideal summit experience to fit your busy schedule and connect from the comfort of your own home or office. All presentations are available to watch long after the event has ended.
Register Now
Renaissance Schaumburg Hotel

Still Have Questions?

We've answered a few FAQs to get you started. But please don't hesitate to reach out with more.

In-Person Event Questions

The cost of producing CONNECT CFO is underwritten by our sponsors, who are more than willing to make the investment in such an exclusive audience. Your pass includes:

  • Personal concierge and custom schedule
  • Access to all programming and speakers
  • Face-to-face industry networking opportunities
  • One-on-one meetings with vetted solution providers, specifically matched to you
  • One night luxury accommodations, travel reimbursement, incredible catering throughout the event, and an open bar.
  • Spouses are welcome!

Based on the details of your registration, we carefully select 10 best-fit solution providers for you to meet with. Each meeting is 30 minutes long and focused on solving a specific priority you have listed.

We are looking for executives with genuine needs for new solutions and buying influence or authority. Invitations are extended to C-level executives, SVPs, VPs, Directors and Managers within all Finance functions.

There are many reasons to attend! For starters, CONNECT CFO is the only event customized to help you with your current challenges. You’ll learn from industry veterans and connect to the solutions you need. Your time is valuable, and sticking to your budget is more important than ever. CONNECT CFO is designed to help you maximize your time and money for the best possible results.

Quartz Events LLC will make every effort to provide the best courses possible. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 424.334.5220.

Quartz Events LLC 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Virtual Event Questions

CONNECT CFO Virtual Summit is unique in its ability to connect you to qualified solution providers. They’re more than willing to underwrite the cost of your attendance in exchange for access to such an exclusive audience.

Your virtual pass includes:

  • All sessions and their recordings
  • 6 or 8 one-on-one meetings with vetted solution providers, specifically matched to you
  • $300 or $500 in swag upon meeting completion

Based on the details of your registration, we carefully select at least 6 best-fit solution providers for you to meet with. Each meeting is 30 minutes long and focused on solving a specific priority you have listed. Once completed, you’re eligible to receive a swag package. All meetings will take place on Zoom and all logistics are handled for you!

We are looking for executives with genuine needs for new solutions and buying influence or authority. Invitations are extended to C-level executives, SVPs, VPs, Directors and Managers within all Finance functions.

Yes, but only for your one-on-one meetings which are scheduled for a date and time you prefer. The summit sessions do not expire and will all be available on-demand to watch at your leisure—anytime, any place.

There are many reasons to attend! For starters, CONNECT CFO Virtual Summit is the only online event customized to help you with your current challenges. You’ll learn from industry veterans and connect to the solutions you need. Your time is valuable, and sticking to your budget is more important than ever. CONNECT CFO is designed to help you maximize your time and money for the best possible results.

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