Conference Agenda

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7:30 – 8:15 AM | Registration & Networking Breakfast

Provide attendees with time to connect with peers, speakers, and sponsors before formal sessions begin. 

 

8:00 – 8:15 AM | Welcome & Opening Remarks from US FEG Founder & President Rod Nunez

Set expectations for the day, outline learning objectives, and emphasize how the agenda aligns with today’s CFO responsibilities.

 

8:15 – 9:15 AM | Economic Outlook - Sarah House - Managing Director & Senior Economist - Wells Fargo & Company

This session provides a data driven overview of the U.S. and global economic landscape with direct implications for financial strategy. Key Discussion Points: Interest rate outlook and capital market implications. Inflation trends and cost management planning. Labor market dynamics and wage pressure. Sector specific risks and opportunities. Forecast scenarios CFOs should be planning for. 

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9:15 – 10:15 AM | Insurance, Risk, & Cyber Update - Annette Dowdle & Allen Chapman - HUB International

This session addresses the evolving risk environment facing organizations, with a strong focus on insurance markets and cyber exposure. Key Discussion Points: Current trends in property, casualty, and liability insurance. Cyber risk escalation and real world breach examples. Risk transfer strategies and policy design. Governance and compliance expectations for finance leaders. CFO’s role in enterprise risk management

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10:15 – 10:35 AM | Networking Break

 

10:35 AM – 11:35 PM | Private Equity Panel: M&A and Business Valuation - Representatives from Carr's Hill Partners, LongueVue Capital, and Black Bay Partners

An interactive panel discussion focused on mergers, acquisitions, and valuation in today’s competitive deal environment. Key Discussion Points:•Current deal activity and valuation trends. What PE firms look for in acquisition targets. Preparing companies for a sale or recapitalization. Due diligence pitfalls and CFO best practices. Post transaction integration challenges. 

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11:35 – 12:35 PM | Leadership & Management with Julie Couret

This session shifts from technical finance to people leadership, focusing on how CFOs lead teams during change. Key Discussion Points:•Leading hybrid and multi generational teams. Managing performance while preventing burnout. Influencing across the executive team and board. Developing high potential finance talent. Leading through uncertainty and transformation. 

 

12:35 – 1:30 PM | Networking Lunch

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1:30 – 2:30 PM | AI Practical Uses in the Workplace - Andrew Schwarz - Professor, Stephenson Department of Entrepreneurship & Information Systems - LSU

An educational session demystifying artificial intelligence and focusing on realistic, responsible applications in business settings. What AI can and cannot do today. Productivity gains from generative AI tools. Risks related to data, privacy, and governance. Change management and adoption challenges. Preparing employees for AI enabled workflows. 

 

2:30 – 3:40 PM | The Digital CFO: AI Demonstrations - US FEG members and Peer presenters

A peer led showcase where CFOs demonstrate real, working examples of AI and digital tools used in their organizations. Examples May Include AI assisted forecasting and budgeting, Automating variance analysis and reporting, Contract review and compliance checks, Vendor analysis and cash flow optimization, Internal controls and audit support tools. 

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3:40 – 4:00 PM | Afternoon Break

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4:00 – 4:40 PM | AR/AP Automation - EisnerAmper

A focused discussion on automating accounts receivable and payable to optimize working capital and reduce manual effort. Automation opportunities across AR and AP. Reducing days sales outstanding (DSO). Fraud prevention and internal controls. Integration with existing ERP systems. Measuring ROI on finance automation. 

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US LEG Members 4:00 – 5:15 PM | Breakout Session with Julie Couret

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4:40 – 5:15 PM | Tax Update - EisnerAmper

A timely update on federal, state, and local tax developments affecting CFO decision making. Recent legislative and regulatory changes. Planning opportunities and compliance risks. Business deductions and credits. State and local tax considerations. What CFOs should watch in the coming year. 

 

5:15 – 5:30 PM | Closing Remarks & Key Takeaway's

Summarize the day’s major insights, reinforce next steps, and encourage continued peer collaboration beyond the conference.

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5:30 PM | Cocktail Reception -Regency Club - 32nd floor

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