NAW Large Company CFO Roundtable

April 26th-27th, 2016 at the O’Hare Hilton

“The ability to exchange ideas openly and honestly in a non-competitive environment is one of the reasons I look forward to attend NAW’s Large Company CFO Roundtable. I always leave these meetings with new ideas to improve our business. The group is relatively small which encourages participation from everyone in attendance.”
Willfredo Figueras, Vice President & Chief Financial Officer, Laird Plastics

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Eligibility: Companies with $100M to $999M in annual revenue
The NAW Large Company Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

Epicor is a valued NAW Roundtable Sponsor

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

This by invitation roundtable is composed of executives from large companies that meet in Chicago two times per year and is highly interactive. The annual fee is $1,500 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 a senior level alternate who can take the place of the finance executive, should that person be unable to attend the scheduled meeting.

If you would like to join the group please go to this link:

Become a Large 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 Large Company CFO Roundtable Agenda

April 26th, 2016 – Day 1

2:30 PM – 3:00 PM

3:00 PM – 4:30 PM
Opening Session – “Avoiding the Potentially High Costs of Ethical Failures”

Speaker: Scott McCleskey – Independent Ethics Advisor and Former Chief Compliance Officer of Moody’s Corporation

The idea of corporate “culture” has been thrown around a lot over the past few years, and ethical failures have put a number of companies, large and small, in the headlines (and equally importantly, social media). But culture is notoriously vague and difficult to measure and manage. The purpose of this roundtable will be to help identify what culture is and is not; to provide an actionable framework to assess it and manage it; and identify concrete ways to use it as a tool integrated into the operations of a company. We’ll also look at some ways in which ethical events – usually bad, but sometimes good – work their way into the costs and revenues of a company, and more broadly why CFO’s should be champions of promoting and measuring good culture. The goal will be to come away with a systematic way to assess and report on the firm’s culture and ethical environment so that you can incorporate it in a meaningful way in your organization.


  • The goal will be to come away with a systematic way to assess and report on the firm’s culture and ethical environment so that you can incorporate it in a meaningful way in your organization.

4:30 PM – 6:00 PM

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

7:00 PM – 9:30 PM
Large Company Executive Dinner

Speaker: Jade West of NAW

Make sure to reserve your seat for 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.

April 27th, 2016 – Day 2

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session as Joint Session with Large Company Operations Roundtable – “New Service Models and Human Capital Development”

Speaker: Dr. Barry Lawrence of Texas A&M University

This session explores the changing distributor service model and the importance of human capital to the change process. Based on research from two recent Texas A&M consortium studies, Optimizing Human Capital Development and Optimizing Value Added Services, Dr. Lawrence will use case studies to illustrate how distributors are developing and monetizing service offerings. Human Capital Development is key and central to success. As Dr. Lawrence will demonstrate, convergence of technology, a new generation, and rapidly commoditizing products and services are all driving and key to new distributor models.


  • Review case studies of strategies distributors are using and developing to monetize service offerings.

9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
General Session – “Limiting Employer Liability with Class Action Waivers & Employment Arbitration”

Speaker: Tom Gies of Crowell & Moring

This session will: (1) address the legal framework for adopting binding arbitration agreements that permit companies to limit their legal exposure to employment-related class action litigation and will reduce the cost of employment litigation; and (2) identify the practical steps employers must address when implementing and enforcing binding arbitration agreements, both with existing employees and with new hires. Thomas Gies will address recent case law developments, including the NLRB’s ongoing opposition to binding arbitration agreements and the Supreme Court’s validation of employer efforts to rely upon arbitration to resolve employment disputes. Thomas, who has first-hand knowledge of the hurdles employers face when implementing such a program, will then walk the attendees through best practices to consider when rolling out such a program.

This session will arm the attendees with key information and template documents they will need to implement a binding arbitration program for their employees. Thomas’s goal is to ensure that attendees leave the session with a complete understanding of the “dos and don’ts” associated with such programs and are able to obtain valid and enforceable waivers of class actions from their existing and new employees.

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 Operations Roundtable
This is the “halftime” period where you meet up with all of the Large Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both the CFO and Operations executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session -“Becoming a Digital Distributor”

Speaker: Mark Dancer of Henkel Corporation & NAW Institute Author

Digital tools are changing the way we work just as they have already changed the way we live. Unfortunately, it’s been more by happenstance than design for some businesses today. The digitalization of the distribution channel is inevitable because change is happening up and down the value chain. If your business is not leading, then at the very least, you must keep up. Up until now, however, there has been very little guidance for distributors about where to start and how to strategically use digital tools—e-commerce, social media, mobility, CRM, advanced analytics, and multichannel solutions—to gain a competitive advantage. That is about to change.


Mark Dancer will give an in-depth game plan to:

  • get out in front and lead in your market
  • create a strategic plan for taking full advantage of digital tools to better serve your customers by improving the customer experience
  • leverage the power of information and data for competitive advantage
  • work better and more collaboratively with your suppliers
    and most important, grow your sales and profits.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for November 15-16, 2016

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Registration is now open for the NAW Large Company CFO Roundtable Register Now

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