2020 Chief Financial Officer Summit

This event has been canceled due to COVID-19. 

Please contact us for details on the substitute webinar series.     


May 5-7, 2020

in New York City

May 5 - 7, 2020
New York, NY
Carnegie Hall
CFOs and top financial executives of AEC firms, by invite only

Photo Credit:  Jeff Goldberg of Esto

Key Agenda Topics & Themes

Keynote Speakers

State of the Industry Analysis & Insights

KPI benchmarks and latest industry data & trends



Technology / Digital Disruption of CFO Role

How is technology & A.I. impacting the CFO?  Panelists will share some real life examples of how digital is impacting their position.


Recession: If, When, Impact, & Preparation

The economy has expanded uninterrupted for an unprecedented decade.  What are economists saying?  What should AEC firms do to prepare for a potential recession?


Are “Non-Accretive” Acquisitions Okay?

Case study and discussion on when strategic, but financially “dilutive” acquisitions should be made.  What should the CFO’s role be in this assessment?


Risks / Threats to AEC Firms

Project risk, fixed-price risk, cyber-risk, geo-political risk, bribery / corruption risk, internal ownership transfer risk: a lot for a CFO to deal with – what are latest best practices for risk management



Evolution of the CFO

Perspectives from small, medium, and large firms.  How does the CFO role evolve as a firm grows?  How to be a “strategic” partner to the CEO.  Discussion of best practices.

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Stephen Dubner

Award-winning author of the Freakonomics series, journalist, and radio and TV personality

Mr. Dubner is best-known as co-author of the Freakonomics book series, which have sold more than 7 million copies in over 40 countries.  He is also the host of Freakonomics Radio, which attracts 8 million monthly downloads and airs on NPR stations and elsewhere.  He has also authored SuperFreakonomics, Think Like A Freak, and When To Rob A Bank

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Howard Ross

Founder of Cook Ross, and world-renowned expert on Unconscious Bias and Belonging

Mr. Ross is the author of the Washington Post best seller, Everyday Bias: Identifying and Navigating Unconscious Judgments in Our Daily Lives, and recently Our Search for Belonging: How Our Need to Connect is Tearing us Apart.  His data-oriented approach to analyzing & addressing issues of bias, diversity, and culture has practical applications to the AEC industry.

Schedule of Events

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Tuesday, May 5, 2020

Opening Cocktail & Dinner Reception

5:30pm - 9pm 

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Wednesday, May 6, 2020

Keynote Speakers & Panel Discussions

Full Day

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Thursday, May 7, 2020

Panel Discussions & Workshops

Morning (ending ~12 noon)

Questions?  Click here to email us.