NAW Billion Dollar CFO Roundtable

June 7th-8th, 2016 at the O’Hare Hilton

“What I like about the group is that we set the agenda, so it is meaningful to us, and we get high quality participation from the members and outside experts we bring in to address specific topics. There is rarely a meeting I go to that I don’t leave with a number of new ideas and opportunities that have been of value to me and my organization. The meetings are quick, convenient and a manageable size which makes the best use of our limited time.”
Mark Joslin, Vice President and CFO, POOLCORP

Register Now

Eligibility: Companies with $1B+ in annual revenue.
The NAW Billion Dollar Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

Grant Thornton is a valued NAW sponsor
Oliver Wyman is a valued NAW sponsor

The NAW Billion Dollar Company CFO Roundtable for direct members was created as a new mechanism for the CFO of large distribution enterprises to network with non-competing peers in multiple lines of trade on key finance issues.

Similar to other billion dollar roundtables NAW has created for the CIO, Operations, Human Resource executives, and Chief Legal Officers this by invitation roundtable is composed of executives from billion dollar companies that meet in Chicago two times per year. This highly interactive group consists of the SENIOR-MOST financial executives or CFOs. The annual fee is $1,800 per member, which covers meeting costs for two events in a twelve month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name an alternate who can take the place of the CFO, should that person be unable to attend the scheduled meeting.

Become a Billion Dollar Company CFO Roundtable member. Click here.

If you would like to learn more, please contact John Peter or Tamela Blalock at 202.872.0885.

NAW Billion Dollar CFO Roundtable Agenda

June 7th, 2016 – Day 1

6:00 PM – 7:00 PM
Drinks & Dialogue Reception
Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Billion Dollar Executive Dinner

Speaker: Jade West of NAW

Make sure to attend the most exclusive executive supper club in Chicago this evening! This dinner is your opportunity to pick the brains of the senior executives for the top wholesale distribution companies in the industry. This is a joint dinner that will include the CFO and CIO executives attending the spring Roundtable.

June 8th, 2016 – Day 2

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session & Discussion – “Tax Strategies for the Billion Dollar CFO”

Speakers: Pete Colley, Julie Dee & Brian Pomis of Grant Thornton

Examine different tax strategies and key issues that impact your business in today’s complicated distribution environment. We will present case studies around our key takeaways that address short-term and long-term strategies of engaging in practices that: leverage favorable tax regimes, reduce tax burdens from supply-chain revisions, fund R&D expenditures with national, state, local and international tax credits.


  • Critical legislature matters that are affecting distribution services
    • Update on current and developing legislation in Washington
  • Affordable healthcare act matters and how to avoid substantive penalties
  • Determine if your distribution network tax efficient
    • Tax transportation issues that distribution companies should take advantage of
  • Valuable export incentives that distribution companies need to consider
    • IC-DISC
  • Ensure you are avoiding double taxation by state jurisdictions

9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
Presentation & Discussion – “The Huge Cost Savings in Employee Retention”

Speakers: Tom Hill, Dustin Ogden & Marc Wallace of Korn Ferry/Hay Group

High employee turnover should be worrisome to any employer. Simply consider the expense to recruit, interview, and train new employees, not to mention that these employees may be less adept at their jobs than the experienced workers they are replacing. High performers will always be looking for new opportunities, and as the economy improves and the job market grows, employees have more options—making employee retention even more challenging. Our research shows that engaging employees – not just keeping them, but improving performance – hinges on knowing they have career opportunities and believe that their manager has their backs. Career development and leadership programs can address these concerns to reduce turnover, improve performance and ensure the best value on your compensation spend.

Tom Hill and Marc Wallace will discuss several different career development strategies and programs that include, but are not limited to the following features:

  • structured career mapping to put a tangible plan in place
  • leadership development to cultivate individuals to take charge of projects
  • succession planning, or prepping current employees to fill higher positions
  • evaluating performance in outcomes, not in hours spent at work
  • helping employee’s balance work and life through his/her career

11:00 AM – 12:00 PM
Open Discussion

This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session, you may find a perfect topic to suggest for the next NAW Roundtable.

12:00 PM – 12:45 PM
Joint Lunch & Networking Discussion with CIO Roundtable
This is the “halftime” period where you meet up with all of the Billion Dollar Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both groups: CFO and CIO executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion – “Show me the money – Understanding your liquidity alternatives”

Speakers: Jason Kliewer, Sandy Walter & Nick Troyer of Robert W. Baird & Co.

Jason Kliewer, Sandy Walter & Nick Troyer will take you through one of the most important decisions in the life of a company – the exit decision. The discussion will cover the fundamental differences between a sale and IPO including the pros and cons, preparation and process for each. The discussion will dive further into the key question of private equity buyer versus strategic buyer including differences in their approach and objectives. The discussion will also address external factors in the decision process including the current environment for a sale to private equity, sale to strategic or IPO.


  • Private and public ownership models
  • Private equity vs. strategic buyers
  • Implications for the Billion Dollar CFO
  • Sale and IPO process
  • Success stories (and challenges)
  • Current M&A and equity environment

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for December 6-7. 2016

2:30 PM

Register Now

Registration is now open for the NAW Billion Dollar CFO Roundtable Register Now

Driving CRM Adoption: Best Practices for Wholesale Distributors

Becoming a Digital Distributor: Strategies and Tools That Create Value

INNOVATE! How Successful Distributors Lead Change in Disruptive Times