NAW Billion Dollar CFO Roundtable, Fall 2016

December 6th-7th, 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

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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

December 6th, 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

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.

December 7th, 2016 – Day 2

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session & Discussion
“Cyber Risk Management from a CFO’s Lens”

Speaker: Derek Han from Grant Thornton

Billion Dollar CFOs are operating in a complex universe with tight budgets and increasing risk. Security and risk management efforts have rightly focused on effectiveness in preventing security breaches and incidents. But their focus must now shift to efficiency in achieving those goals: improving security and reducing risk while lowering costs. This charge is a very tall order, yet it is plausible.


  • This session will review case studies on how Billion Dollar companies have managed cyber security risk and insurance risk from a CFO perspective.


9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
General Session & Discussion
“Connecting Wellbeing, Culture and Financial Wellness to improve Healthcare Plans ROI”

Speakers: Kathleen Schulz & Mike Levin from Arthur J. Gallagher & Co.

Business success is a function of the people you employ and how engaged they are with your organization. That level of engagement is also linked to employee wellbeing and health outcomes. High performing organizations are realizing the profound benefits of building and sustaining the wellbeing and engagement of their workforces. By meaningfully enhancing these areas, organizations not only optimize their business and operational excellence but also forge cultures that attract and retain remarkably talented contributors.


  • Please join us to learn Gallagher’s approach to Wellbeing & Engagement, and take a deeper dive into the dimension of Financial Wellbeing to understand how: financial stress negatively impacts an organization’s bottom line in a variety of ways, including: low productivity, delayed retirement, higher healthcare costs, higher workers’ compensation and disability claims, increased absenteeism and turnover.
  • To combat the negative impacts of financial stress organizations must incorporate financial health into a total wellbeing strategy. Creating a robust culture of wellbeing takes strong leadership and alignment of internal managers, strategies and tactics.


11:00 AM – 12:00 PM
Open Discussion

Suggested Topics from Roundtable Members: (1) Financial Planning & Analysis, (2) Organizational Structure below the CFO, (3) Fiduciary Responsibility to the 401K Retirement Plan

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
“Unintelligent Design – Eliminating Inefficient Cyber Security Spends”

Speaker: Adriel Desautels of Netragard

The cost of a cyber-attack, whether it’s financial or reputational, can be astounding. For CFOs, information security must become a top priority in defending their organization’s future.  Billion Dollar CFOs view cybersecurity as a high priority, but there are certainly concerns about implementation of information security plans.

As a normal course of action, organizations implement measures to prevent cyberattacks in response to a data breach. A meticulous CFO can save the company the embarrassment and financial impact of a major breach by taking proactive steps in anticipation of targeted attacks. Companies should take the time to develop a data breach response program. The must also rehearse various scenarios before an incident occurs.


This session will provide recommendations on how to ensure that all expenditures towards cyber security line items are cost effective and efficient.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for June 6-7, 2017

2:30 PM

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Registration is now open for the NAW Billion Dollar CFO Roundtable 
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