Join us as we focus on the CFO as
Chief Change Officer

On October 27th, join leading CFOs and other experts at CFO Playbook for Private Companies—the only conference with a focus on the unique opportunities for growth facing the senior finance executive in privately held companies.

The CFO as Chief Change Officer: Find out how the finance chiefs of companies like yours are stepping up to new strategic roles:

Ocean Bank CFO and CRO Stan Rubin will focus on the CFO as an agent of change and transformation--and the leadership skills required to effectively lead people through change
Gerson Lehrman Group CFO Tania Secor – on the expanding strategic role of the finance chief – and the need to be able to “pivot" quickly to capitalize on growth opportunities.
Axium Healthcare Pharmacy CFO Bill Bucher – on creating a high-growth culture within your company.
Greenway Medical Technologies CFO Al Cochran – with the inside story of one company's transition from start-up to IPO.
Chris-Craft CFO Mark Poncin – on how the finance team helped survive, rebuild and grow after the recession.

Get the Big Picture

We’ll also hear from: SunTrust Banks chief economist Gregory Miller on the outlook for the U.S. economy; Human Capital Management Institute CEO Jeff Higgins on cutting-edge HC metrics and benchmarks that will help you improve your bottom line; Daniel Van Der Vliet, director of the Family Business Initiative at the University of Vermont on and how the CFOs of the most successful family businesses play a role in that success; and Financial Executives International CEO Marie Hollein on preparing for the impact of tax reform.

Don’t miss CFO Bootcamp!

Rising to the role of CFO may be the most demanding challenge that an executive can ever face. Functional expertise takes a back seat, while expectations are high around commercial knowledge, operational insight and strategic contribution.

CFO Bootcamp will help the CFO and the senior finance team accelerate their rise. Join us for a practical session that will help you clarify your organization’s expectations of the role, fast-track your development on the commercial and strategic fronts, and identify skills you can emphasize to add greatest value. Facilitated by three former Fortune 250 CFOs, the session will focus on practicalities including developing and demonstrating commercial expertise outside the numbers and rising to the demands of leadership.

Highly interactive with both peers and facilitators, the session's outcomes will include an individual action plan that identifies both priorities to focus upon immediately and benchmarks for how you progress against those priorities.

See the full agenda for details, and additional pre- and post-conference sessions.

Our goal is to spur new thinking about how the finance function can support and promote innovation and growth. Join us, to share your own insights, perspective and experience with CFOs, Controllers, VPs of Finance and other senior finance executives from privately held companies across industries—in the stimulating environment that is unique to CFO’s conferences.

Earn up to 21 CPE credits. For questions concerning CPE credits for CFO Playbook for Private Companies attendees, please contact us at

Register Now

the weather company zurich

Playbook for Private Companies
October 27-29, 2013
JW Marriott, Miami, FL