top of page
Meet.jpeg

CFOMeet Dallas
Collaborating Dallas CFO community

June 6, 2024
About Us

Connect    Engage    Innovate

Joseph Wolfgram

Moderator
Joseph Wolfgram

  • LinkedIn

Successful CFOs empower themselves with the knowledge and experience of their community.

Moderated by Former Mission Health CTO, Joseph Wolfgram, on June 6th CFOMeet Dallas will collaborate Dallas area CFOs & Senior Finance leaders with diverse backgrounds, experiences, and industries to connect the dots between innovation, efficiency, and collaboration. Join us over an epicurean lunch as we discuss, debate, and explore strategic growth within the Office of the CFO.

Meet the past CFOCircle

Leaders, Visionaries, and Game Changers who have helped this collaboration

Mark Dendle CFO Valtir
  • LinkedIn

Mark Dendle

CFO

Valtir

Lillian Meyer
  • LinkedIn

Lillian Meyer

CFO

Catalyte

Moe Haidar
  • LinkedIn

Moe Haider

CFO

Dialexa, an IBM Company

Rajeev Ranjan Shivalik Bimetal Controls
  • LinkedIn

Rajeev Ranjan

CFO

Shivalik Bimetal Controls

Sandra Schneider.jpeg
  • LinkedIn

Sandra Schneider

CAO

ZimVie

Matt Riccardi Dallas Mavericks
  • LinkedIn

Matt Riccardi

Asst. GM

Dallas Mavericks

Prerna Sachdeva CAO Planview
  • LinkedIn

Prerna Sachdeva

CAO

Planview Inc.

Moroni Rodrigues
  • LinkedIn

Moroni Rodrigues

CFO

Marsh McLennan Agency

Agenda

8.00 am - 9.15 am

Registration & Open Networking

Grab coffee and breakfast with peers and fuel yourself for a day of thought leading discussions

9.15 am - 9.25 am

Setting the Tone 

Moderator Joseph Wolfgram will introduce the visionaries and game changers that have helped shaped today's collaboration.

9.25 am - 10.10 am

CFO Panel

What does the future hold for the Office of the CFO? Looking through their crystal ball our panelists will predict the challenges ahead and forecast strategies that incubate inclusive creativity, bring innovation, and shape the Future of the Enterprise.

10.10 am - 10.30 am

Business Trends Shaping the Role of the CFO

A fireside chat with the Coming of Age Visionaries and audience as we share  success and failure stories and discuss strategies that will shape the Office of the CFO

10.30 am - 11.10 pm

CFO Collaborate

Collaboration is at the heart of growth. Let's collaborate over dessert and empower with ideas & strategies for our quest to growth and success.

11.10 am - 11.20 am

CFO Insights

An opportunity to reflect and relate

11.20 am - 12.30 pm

CFO Engage

A successful leader is one that empowers themselves with lesson, knowledge, experience of a community. Engage with peers and partners 1:1 and expand your community

12.30 pm - 1.30 pm

Leaders Lunch

Let's collaborate with peers and partners over an epicurean lunch as we discuss, debate, and challenge the direction of Office of the CFO

1.30 pm - 2.10 pm

David & Goliath Panel

Best-learned lessons come from experience. Leading CFOs from diverse backgrounds and industries will compare and contrast their challenges and share their best learned lessons of successes and failures stories

2.10 pm - 2.55 pm

CFO Lounge

More than a cocktail reception these are the connections that add light to daily decisions made. Conversations with colleagues and peers in the CFOlounge under the umbrella of the latest technologies and visionaries behind them.

2.55 pm - 3.00 pm

"I may not have scored in every game, but I never gave up on scoring in the next game"

 A chat on the Power of Persistence and Resilience & Closing Remarks

Recent CXO insights

Aaron Gette
The future work, engaging and retaining talent

Aaron Gette, 

Chief Information Officer,

EOS Fitness

Register Now

Please take a moment to fill out the form.

Company Size (Employees)

Thanks for submitting!

bottom of page