Strategic CFO Forum

Prepare for the Stagflation Challenge of 2023

October 17, 2022 — Nasdaq MarketSite, New York and Online

Peer Roundtable

As we head into the homestretch of 2022, CFOs are being tested as never before. From historic inflation to the threat of recession, a yawning need for talent and a burning demand for digital transformation, the job has never been more demanding — or more essential.

And the challenges are just beginning. Are you ready?

The Strategic CFO Forum will offer practical, peer-tested tactics and strategies to help you and your team succeed in the year ahead, driving value through your organization and becoming the strategic, indispensable business partner your CEO needs to steer the enterprise in chaotic times.

Take one day to invest in yourself, collaborate with your peers, and learn from world-class experts to meet the rising expectations being placed on you and your finance team. Now is the time to rise to the challenge—your C-Suite peers are counting on you.

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Be a More Strategic Leader for the Downturn

Gone are the days of “business as usual” and traditional CFO responsibilities. We’ll equip you with the critical assets of a strategic CFO to elevate your contributions.​

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Better Use Data to Navigate Today's Economic Volatility

We’ll help you maximize the value of your enterprise’s most important asset, to see more deeply and make faster, smarter decisions when they matter most.

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Create More Opportunity Amid the Challenge of 2023

Inflation, supply chain disruption, volatile financial markets, talent shortages — there’s no lack of tough challenges testing your strategy. Ask the hard questions and see possibilities to give your company a true edge over the competition.

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Share Best Practices with Leading CFOs

Leverage working sessions to build your network and gain tangible solutions from other CFOs tackling the same kinds of challenges you are in preparing for the difficult period ahead.

Your leadership will require new approaches. tools. perspectives.


James Kavanaugh

James Kavanaugh

Senior Vice President and CFO, IBM

A playbook for tumultuous times from someone who’s seen it all.

Ann Dennison

Ann Dennison

Senior Vice President and CFO, Nasdaq

Maximize your data to make better—and faster decisions.

Dan Rice

Dan Rice

Special Advisor to the Commander-in-Chief of the Ukrainian Armed Forces

Winning no matter what: An exclusive case study in battlefield leadership. 


Business Resilience Now: How the CFO Can Make it Happen

Gain pragmatic tips to help you:

  • improve supply chain performance
  • strengthen your growth and profits
  • future-proof your business from inevitable disruption
Jim Clayton

Jim Clayton, Principal, Management Advisory Services, BDO

Val Laufenberg

Val Laufenberg, Partner, Management Advisory Services, BDO

How to Build Competitive Advantage with Your Data

Discover how to leverage both financial and non-financial data to:

  • support cross-departmental decision making
  • maximize the value of your enterprise’s data and analytics
  • make smarter decisions on company strategy and financial planning
Chris Greiner

Chris Greiner, CFO, Zeta Global

Lessons from Ukraine’s Commander: Transforming to Win

Learn lessons from General Valeriy Zaluzhny’s leadership to help you:

  • lead through tumultuous times
  • transform your team into a high-performing group
  • develop future leaders
Dan Rice

Dan Rice, President, Thayer Leadership; Special Advisor to the Commander-in-Chief of the Ukrainian Armed Forces


9:30 am


9:35 am

We’re in a time of tremendous uncertainty and disruption, and when it comes to leading through this kind of challenge and change, there are few CFOs with more experience than James Kavanaugh, SVP and CFO of IBM. Since joining the organization in 1996, he’s had a ringside seat to every revolution and evolution inside one of the world’s most influential and technologically advanced companies. He’ll share his insights on developing a strategy to help you and your team solidify the business, weather the challenges and drive value through the organization—no matter what the weather.

Featured Speaker:

  • James Kavanaugh, Senior Vice President and Chief Financial Officer, IBM

10:25 am

Add an economic slowdown to a still-splintered supply chain, protracted labor shortages, high inflation and expected interest rate increases, and 2023 promises to be a year of unparalleled challenge for the finance team. We’ll put the wisdom of the room to work in a unique, facilitated discussion featuring the exclusive group of attendees at this year’s conference. Ask questions, dig for solutions and prepare to come away with ideas you can put to work immediately in your organization.

11:10 am

Networking Break

11:30 am

In StrategicCFO360’s monthly CFO Confidence Index, supply chain disruption consistently tops the list of challenges impacting growth and profits, and there are few signals suggesting it will change soon. So how can you lessen the impact of supply chain challenges? We’ll provide pragmatic tips to help you improve supply chain performance and future-proof your business to supply chain exposures—and explain why the CFO’s office is best positioned to lead the way. 

Featured Speakers:

  • Jim Clayton, Principal, Management Advisory Services, BDO
  • Val Laufenberg, Partner, Management Advisory Services, BDO

12:15 pm

Attendees will break into working sessions for in-depth, interactive discussions with other senior finance executives and a subject matter expert.

Breakout Topics Include:

  • How to Achieve Operational Excellence in Your Finance Department
  • The Modern CFO and What You Need to Know
  • How to Successfully Spearhead Technology Adoption
  • Re-shaping The Future Of Finance: Striking A Balance Between People Talent With Smart Machines

1:45 pm

Networking Break

2:00 pm

Data-driven insights can fundamentally change your organization’s value proposition. Often data that the CFOs receive about the business pipeline, conversions, and current quarter deals are stale by the time they arrive at their desks. How can you make data more than just that and use it to drive your business objectives? And how can you leverage both financial and non-financial data to support cross-departmental decision-making? We will discuss ways to help you create a framework to maximize the value of your enterprise’s data and analytics by mapping key company objectives to KPIs and leveraging metrics to make smarter decisions on company strategy and financial planning.

Featured Speakers:

  • Chris Greiner, CFO, Zeta Global
  • Ann Dennison, Chief Financial Officer, Nasdaq

2:50 pm

An exclusive, interactive case study
The most incredible battlefield performance in a century is also a masterclass in leadership, management and organizational transformation. As special advisor to General Valeriy, Commander-in-Chief of Ukraine’s armed forces, Dan Rice, a former captain in the U.S. Army and president of Thayer Leadership, a leader-development shop based out of the historic Thayer Hotel on the grounds of West Point, has come to know the general, his team and their methods like no one else in the world. 
How did Zaluzhny turn a plodding, Soviet-style army into the most lethal fighting force in all of Europe? And what can the rest of us learn from how he led that process-and how he leads troops today? In this exclusive, interactive session, Rice will share his candid observations, insights and takeaways from his time in Ukraine alongside Zaluzhny, with lessons for anyone leading a team through tumultuous times. 

Featured Speakers:

  • Dan Rice, President, Thayer Leadership; Special Advisor to the Commander-in-Chief of the Ukrainian Armed Forces

3:30 pm

Networking Reception


Live Event Attendance
On-demand access to all session recordings and resources for 30 days
Peer roundtables
Exclusive networking opportunities
Standard Rate
National Registry of CPE Sponsors

Receive up to 5 CPE credits after attending our event.

Chief Executive Group is registered with NASBA as a sponsor of Continuing Professional Education on the National Registry of CPE Sponsors.


"Energizing, positive, and inspiring. Thank you for putting it together. Congratulations to the team for initiating and executing it well."
“Appreciated the strategic focus – what’s on other CFOs’ minds, what they are seeing and how they are dealing with it…all with an eye toward strategy, not necessarily the in-the-weeds implications.”


High Radius