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Upcoming Event  |  09/23/2020  |  Zoom Webinar

The Future Finance Function: Meet the CFO of 2030

Accordion Presents...
The Future Finance Function: Meet the CFO of 2030


Wednesday, September 23, 2020
3:00 pm – 4:00 pm EST


Zoom Webinar

We could all use a break from 2020, so we’re time-traveling (via Zoom) to meet the CFO of the future.

By 2030, the role of the traditional CFO will be extinct. The position will have fully evolved from book-closer to value driver – a transformation that’s already underway at many companies (particularly private equity-backed companies).

But, what does this evolution really mean in practice? It means becoming the Master of Data. It means owning the numbers well beyond financials – across the enterprise, the market, and the macroeconomy. It means providing cause-and-effect information to business partners. And it means leveraging insights to be prescriptive about strategy and tactics.

At our upcoming (virtual) panel, we’ll discuss how the CFO of today should prepare to become the CFO of tomorrow.

Specific topics include:

  • Technology: How can CFOs stay on top of growing data sets across disparate systems, without requiring lengthy implementations? How can CFOs eliminate manual labor and cumbersome processes?
  • Communication: How can CFOs establish their role as the nexus of information? How can CFOs work with business partners to establish priorities, set roles and responsibilities, and create mutual goals?
  • Organization: How can CFOs create a culture of growth and change within the finance organization? How can CFOs develop an organizational structure that adapts as the business changes? How can CFOs ensure they’re delivering best-in-class reports, analytics, budgets, forecasts, etc.?


Meet The Moderator

Brian Gladden
Brian Gladden
Operating Partner, Bain Capital

Mr. Gladden joined Bain Capital Private Equity in 2018. He is an Operating Partner in the Portfolio Group and a member of the North American Private Equity team. Prior to joining Bain Capital Private Equity, Mr. Gladden was the CFO of Mondelēz. He oversaw all aspects of the company’s global finance function including M&A, information technology, facilities and global business services. Prior to Mondelēz, Mr. Gladden was CFO of Dell. He began his career at General Electric, serving for nearly two decades in various senior finance and management positions including as President and CEO of GE Plastics and divisional CFO roles in the Plastics and Healthcare business.   Read more

Meet The Panelists

Tom Dowling
Tom Dowling
CFO, Banner Solutions

As the CFO of Banner Solutions, Tom is a results-driven leader with a solid record of creating long term value through building high performance teams and driving continuous improvement. Prior to Banner Solutions, he served as the CFO of Virginia Tile Company. Tom has broad experience leading Finance, IT and Human Resource teams in the building products, consumer products, and distribution industries. He has taken his experience leading integration, mergers, acquisitions and divestitures in public, private equity and joint venture environments with him in each of his endeavors.  Read more

Bill Ingram
Bill Ingram
Former CFO, Avalara

Bill ran the financial operations of Avalara. His career includes leadership roles in finance and general management at leading technology companies. Prior to Avalara, Bill was interim CFO at Khan Academy, a provider of online learning resources. Before Khan, he was executive vice president of strategy for Leap Wireless, a facilities-based wireless service provider that grew to be the fifth largest in the U.S. at the time of its acquisition by AT&T. Before Leap Wireless, Bill served as CEO of Nuera Communications, where during his nine-year tenure, the company grew to be a leading provider of VoIP gateways, soft switches, management systems, and telephony solutions for telecommunications service providers worldwide.   Read more

Mario Ramos
Mario Ramos
Executive Vice President, Chief Financial Officer and Chief Risk Officer, Edelman Financial Engines

With nearly 20 years of finance and operations experience, Mario has spent his career helping companies optimize financial performance while growing and scaling their businesses. Mario joined Edelman Financial Engines from CVS Caremark, where he served most recently as Senior Vice President and Chief Financial Officer. Before becoming CFO, Mario was head of CVS's M&A and Corporate Development group where he led CVS's acquisition and integration of Aetna. He’s also served as Chief Operating Officer of CVS International and spent over 17 years in investment banking at JP Morgan, Lehman Brothers and a subsidiary of The Blackstone Group. During that time Mr. Ramos participated in over $100 billion of M&A transactions including some of the largest M&A transactions ever completed in the United States.  Read more