The Durable CFO: Results and Reinvention

November 21, 2019
7:30 am – 6:15 pm
Boston Marriott Newton
Newton, MA


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About the 2019 MIT CFO Summit

Chief Financial Officers hold responsibility not only for today’s results, but also for tomorrow’s reinvention. Strategy and operations, perspective and persistence, innovating and allocating all come into play. Register today to learn how today’s CFOs make tomorrow’s decisions – ensuring success for their companies and customers, and also their careers.

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When Was the Program Introduced?

The MIT Sloan CFO Summit, started in 2002, is the nation’s premier CFO event bringing together financial executives from around the world and leading faculty from MIT. The annual event offers a day of interactive learning and thought-provoking discourse on the future of finance, accounting, and business that is not available anywhere else. It includes presentations, panels, keynotes speakers, networking and a closing reception.

What Differentiates the MIT Sloan CFO Summit?

Each year, the volunteers who plan the Summit have three goals in mind. One, to attract best-in-class speakers who represent a broad mix of industries, geographies and business stages. Two, to attract a best-in-class audience of CFOs and other financial executives from small and large companies, private and public. Three, to help all participants maximize practical education and peer networking in a convenient, one-day format.

Who Designs the Program?

The MIT Sloan CFO Summit is designed by volunteers using knowledge from professional experience and the expertise of the academicians at MIT Sloan School of Management. Conference organizers have access to vital information and a network of expert business leaders to draw from, which allows them to foster thought-provoking discussions and facilitate peer networking for their fellow executives. The Summit is part of the CXO Series produced by the MIT Sloan Boston Alumni Association along with MIT Sloan.

Co-Chairs of the program are Jeremy Seidman (MBA ’03) and Jack McCullough (MBA ’97).

Who Attends the MIT Sloan CFO Summit?

The MIT Sloan CFO Summit attracts 500+ CFOs and senior financial executives. In addition to CFOs, participants include CEOs, Presidents, financial executives, audit committee members, and investors. We offer 7.5 CPE credits for full day attendance.

How Many Speakers Participate in the MIT Sloan CFO Summit?

Last year the program had 10 keynoters and 30 panelists. These numbers are relatively consistent each year.

What Are Some of the Companies and Industries that the Speakers Represent?

The MIT Sloan CFO Summit brings together a diverse group of financial leaders from a wide range of industries, geographies and business stages. Prior Summits have included CFOs and CEOs from Google, Home Depot, Caterpillar, Comcast, IBM, LinkedIn, General Motors, UPS, JetBlue, and many more.

How Do I Obtain Information About Individual Programs or Request an Interview with one of the Speakers?



Learn and connect at keynotes,
breakout panels, networking
opportunities and more

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The 2019 Agenda

CPE Information:

  • Program level: Intermediate
  • Approved CPE: 7.5
  • Field of Study: Finance
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group
Learning Objectives:
  • Understand how today’s CFOs make decisions, convey those decisions with confidence, and manage with certainty
  • Learn how to weigh options, make choices and allocate both human and financial resources
  • Review the ways the equity market has evolved, including the role of technology, the evolution of shareholders and decisions made along the way
  • How to manage internal cyber security procedures and external data threats
  • Learn strategies on how to manage with conviction and maintain calm through times of uncertainty
  • The impact of near-in decisions on long-term results and vice versa

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

Click here to see past programs


World-class financial executives and
leading academics address practical
challenges and strategic solutions

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2019 Speakers

News & Video

The latest news, blog posts and videos

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Results and Reinvention: Top Ten Takeaways

Should CFOs be focused on today’s operations or tomorrow’s innovation – steady play or strategic change? The answer, of course, is yes. Here are ten lessons learned from this year’s MIT Sloan CFO Summit. Customer centricity: If you keep a focus on what’s important for your customers, you’ll reap the benefits as a company. Priorities:…

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2019 MIT Sloan CFO Summit to Address Results & Reinvention

Speakers at Premier Conference for CFOs on November 21 Include Senior Executives from Cruise, Etsy, Lime, Peloton, Twitter and More CAMBRIDGE, Mass.–(BUSINESS WIRE)–The MIT Sloan CFO Summit, the nation’s premier one-day CFO conference, attracts 500+ CFOs and senior financial executives. The 17th annual Summit will explore “The Durable CFO: Results and Reinvention” and is scheduled for Thursday, November…

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Preparing for the Next Stage

Once a company has decided to explore options for the best path forward, be it raising money, merging operations or an outright sale, it’s important to consider not only valuation, but also continuation – how will the company maintain operations and customers through to the closing and beyond?  Here are the top three considerations from…

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Employing a Distributed Workforce

On-site or remote, flexible hours or fixed schedules?  Workplaces and workforces continue to change, providing CFOs the opportunity (and challenge) to make appropriate decisions about the workplace not only within the finance department, but also across the organization. While there is no “one spreadsheet fits all” solution, there are certain fundamental considerations across departments and…

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Technology Investments: A View from the CFO Suite

CFOs hold responsibility for ensuring reliable, consistent processes within the finance operation, and reliable, consistent financial processes throughout the organization.  This means freeing up bottlenecks and directing resources where needed, while ensuring agility to adapt to ongoing changes in the workplace and marketplace. How best to evaluate technology investments?  Hal Gregersen, Executive Director, MIT Leadership…

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Data Wrangling

Companies are awash in data – financial data, sales and marketing data, employment data, customer data, partner data and more.  So how best to wrangle the data for meaningful insights?  We’ve hosted a few ‘big data’ sessions at the MIT CFO Summit over the years, and from that, below are some top data do’s and…

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M&A: Five Tips for Success

Mergers and acquisitions are an important strategic tool for companies of all sizes – to grow top-line revenue, add new offerings and/or acquire talent.  Here are top tips to attract ideal companies, ensure appropriate valuation and deliver on operational integration. Build Networks    First and foremost for any company interested in acquiring is to cast a…

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Growing Smart: Managing Inflection Points

Allocating capital is an important role for CFOs and that includes making  decisions around inflection points.  Invest in R&D or add employees; pay down debt or buy back shares; secure new funding or maintain the status quo.  A key driver is alignment – aligning the financial resources to enable the business.  First and foremost there…

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Better Questions Through Better Decisions

Hal Gregersen Executive Director, MIT Leadership Center

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Bold Font: Fireside Chat with John Murphy

Hal Gregersen Executive Director, MIT Leadership Center John Murphy Executive Vice President and Chief Financial Officer, Adobe

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Everyone Has a Story

JT McCormick President & CEO, Scribe Media

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Strategy Beyond the Hockey Stick

Werner Rehm Partner, McKinsey Diane Basile Chief Financial Officer, CFA Institute Justin Crotty Chief Financial Officer, Anaqua Robert Gibney Chief Financial Officer, Kenneth Goldman Senior Vice President and Chief Financial Officer, Everbridge, Inc.

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When Bold Means Sell

Amy O’Keefe Partner, Private Equity & Investment Funds Practice, Nixon Peabody LLC Thomas Blesso, MBA ’09 Chief Financial Officer, Penn Foster Education Group Lang Leonard Chief Financial Officer, LevelUp Chris Menard Chief Financial Officer, BlueSnap Christopher Montgomery Managing Director, Head of Software, Americas, UBS

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Chutzpah in the CFO Suite: Bold Decisions, Actions and Outcomes

Peter Hirst (introduction) Associate Dean, MIT Sloan Executive Education Kimberly Johnson Professional Products Editor, The Wall Street Journal David Frear Senior Executive Vice President and Chief Financial Officer, SiriusXM Glenn Shiffman Chief Financial Officer, IAC Michael Sheridan Chief Financial Officer, Docusign

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Digital Finance, Digital World

Ash Noah Vice President, CGMA External Relations, American Institute of CPAs (AICPA) Doug Baker Managing Director, KPMG Tiffany Freitas Chief Business Officer, PathAI Anitha Gopalan Chief Financial Officer, Catalant Technologies Dr. Michael Siegel Principal Research Scientist, MIT Sloan

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Reconstructing the Workforce for Growth

Nancy Persson Executive Coach, Leadership Development Consultant, and Principal, Leadership Growth Solutions Kevin Durkin Chief Financial Officer, Threat Stack Melissa Gillespie Vice President, HR Services, HR Knowledge Dr. Shan Nair President, Nucleus Amit Singhi Chief Operating and Financial Officer, Piston Group

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Blockchain: Brilliant or Bandwagon

Silvio Micali Professor, MIT Computer Science and Artificial Intelligence Laboratory (CSAIL) Julia Abramovich, MBA ’02 Vice President of Sales, IBM David Garrity Co-Founder and Partner, BTblock and Independent Director, BTCS Naeem Ishaq Chief Financial Officer, Treasurer & Executive Vice President, Risk, Circle Steven Pipp Research Manager, Silicon Valley Bank

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Bold That Team: Beyond HR

Dan DeNisco Senior Vice President, Robert Half Management Resources Bob Cruickshank Chief Financial Officer, ezCater Craig Driscoll Partner, Highland Capital Partners Nicole Heifner Chief Financial Officer, Accent Therapeutics Frank Smalla Treasurer & Chief Financial Officer, Boston Beer

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The Business of Cannabis

Scott Stern Professor of Management, MIT Sloan Mark Castaneda Chief Financial Officer, Tilray Tim Saunders Executive Vice President and Chief Financial Officer, Canopy Growth Corporation

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Opening Remarks and Welcome

Jeremy Seidman, MBA ’03 Co-Chair, MIT Sloan CFO Summit Jack McCullough, MBA ’97 Co-Chair, MIT Sloan CFO Summit

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Thomas A. Kolditz – Leadership ABC’s

To view the full video, click here.

Thomas A. Kolditz Director of the Ann and John Doerr Institute for New Leaders at Rice University

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A Walk Down Wall Street

Scott Hill hief Financial Officer, Intercontinental Exchange Roberto Rigobon Professor of Management & Professor of Applied Economics, MIT Sloan

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Cybersecurity for the CFO

Keri Pearlson (moderator) Executive Director, (IC) 3 Brian Cohen Chief Financial Officer, BitSight Technologies Malcolm Harkins Chief Security & Trust Officer, Cylance, Inc. Phong Le, MBA ’05 Chief Financial Officer, Microstrategy Sumukh Tendulkar, MBA ’02 Director of Product Marketing, IBM Security

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The Right Stuff

Paul Crisci Managing Director/Global Group Head, UBS Kevin Bisson Executive Vice President of Finance & Chief Financial Officer, Ipswitch John J. Curran Senior Vice President & Chief Financial Officer, Cognex Corporation John Kinzer Chief Financial Officer, Hubspot, Inc. Chris Malone Chief Financial Officer, Applause

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CFO Leadership: From Chaos to Calm

Kimberly Johnson (moderator) Editor, CFO Journal, The Wall Street Journal Robert Eddy Executive Vice President and Chief Financial Officer, BJ’s Wholesale Club, Inc. Gina Mastantuono Chief Financial Officer, Ingram Micro Stephen J. Priest Executive Vice President & Chief Financial Officer, JetBlue

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Cybersecurity- How much is too much

Troy Lieberman (moderator) Litigator and Data Privacy Attorney, Nixon Peabody Pietr Lindahl Head of Cyber Threat Reduction & Strategic Analysis, Philips Aparna Ramesh, MBA ’15 Chief Financial Officer, Federal Reserve Bank of Boston Kristian P. Talvitie Chief Financial Officer, Sovos Scott Ward Chief Financial Officer, Cybereason

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Industry Shmindustry

Bill Driscoll (moderator) President, New England District, Robert Half International, Inc. Anthony Callini Executive Vice President & Chief Financial Officer, Monotype Imaging Holdings Inc. Kim Drapkin Chief Financial Officer, Jounce Therapeutics, Inc. Shan Nair Principal, Nair Global Investment Fund Sean Quinn Executive Vice President & Chief Financial Officer, Cimpress

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Predictive Analytics

Arnold Barnett (moderator) George Eastman Professor of Management Science, Professor of Statistics, MIT Sloan Thack Brown General Manager & Global Head of Line of Business Finance, SAP Steve Goldaper Executive Vice President & Chief Financial Officer, Brooks Bros. Ammon Matsuda Managing Director, Data & Analytics, KPMG John North Senior Vice President & Chief Financial Officer,…

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Starting Up

Dan Allred (moderator) Market Manager, Silicon Valley Bank Michael Brown General Partner, Battery Ventures Brian Day Chief Financial Officer, Fuze Mike Foley Chief Financial Officer, Unity Technologies Mo Garad CFO, Turbonomic

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Long-term Start-up Success

Helen Greiner, SB ’89, SM ’90 Founder & Chief Technical Officer, CyPhy Works

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Afternoon Keynote 

Lou Shipley (moderator), MIT Sloan Brad Dickerson, Blue Apron Chris Nielsen, Redfin

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Navigating the Continual Budget & Planning Cycle

Joe Cyriac (moderator) McKinsey Bob Berdelle, United Way Worldwide Thomas Fisher, IBM Global Services Eric Shaff, Seres Therapeutics Erick Sockol, Bigbelly Solar

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How to be a Quiet Leader and Have a Meaningful Impact

Ruth Silman (moderator) Nixon Peabody Linda Bain, Codiak BioSciences Sach Barot, Dun & Bradstreet Vinay Mehra, Politico John Van Manaan, MIT Sloan

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Talent Management: How to Attract, Retain and Optimize Employee Relations

Bill Driscoll (moderator) Robert Half Int’l Ken Bettenhauser, HR Knowledge Stephen Gregorio, Black Duck Software Lorence Kim, Moderna Therapeutics Janice O’Reilly, TechTarget, Inc.

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Anticipating Disruptions: External and Internal Threats to Data

Chetan Gavankar (moderator), KPMG Elizabeth Boland, Bright Horizons Family Solutions Michael Ellis, Flywire Josh Siegel, CyberArk

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Run DMC: CFO Leadership in a Digital-Mobile-Connected World

Kimberly Johnson, The Wall Street Journal Richard Peretz, UPS Kathleen Philips, Zillow John Rainey, PayPal

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Maximizing Shareholder Value

Zach Maurus (moderator), UBS Ingmar Berg, Educatius Int’l Michael Echenberg, Valen Tong, Brookstone Co. Jason Trevisan, CarGurus

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Software Systems: Renew or Replace

Leslie Owens (moderator), MIT CISR Ryan Brenneman, Eyegate Pharmaceuticals Randy Garrison, SAP Sean Quinn, Cimpress Milo Sprague, SVB

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Opening Remarks/The CFOs Dilemma/Fireside Chat with Hal & Jeff 

Jeremy Seidman, MIT Sloan CFO Summit Hal Gregersen, MIT Leadership Center Jeffrey Bornstein, General Electric Co.

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Registration is Sold Out

To be put on the waiting list, please email

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2016 MIT Sloan CFO Summit to be Held November 17 “Always On: The Digital CFO”

CAMBRIDGE, Mass. – July 26, 2016 – This year’s MIT Sloan CFO Summit, the nation’s premier CFO event, will be held Thursday, November 17, from 7:30 a.m. to 6:00 p.m. at the Boston Marriott Newton in Newton, MA. The theme for the conference is “Always On: The Digital CFO.” Click here to register. The CFO…

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Fireside Chat with IBM

Hear IBM’s perspective on innovation and expertise, and its path from insight to action. IBM is over a century old and still one of the largest companies in the Dow Jones Industrial Average. How does “Big Blue” continue to grow its global brand? Get the inside track on key innovations that IBM is currently working…

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Capitalizing on Human Talent

Financial executives are subject to the same human capital challenges as other corporate leaders – finding appropriate talent, managing personnel, tracking accomplishments and appropriately overcoming challenges and recognizing success. New technology can help, as can ensuring innovative partnerships between Finance and HR. We’ll explore innovative roles and rules for today’s financial leaders.

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The Arc of The Deal

Deal-making continues to be a critical role of the CFO. Whether it involves venture capital, mergers and acquisition activity, a global development agreement, or an initial public offering, the successful negotiation of these deals is critical to the long-term success of an enterprise. Succeed and you will be a hero to your investors, employees, and…

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Data Do’s & Don’ts

The language of analytics is very appealing to our fact-based culture, yet the day-to-day reality of dealing in data can be complicated. Decisions must be made about how much to collect and from whom, where to store and for how long, and how best to parse and process. We’ll also explore how decisions are made…

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Getting That Board Seat

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Accepting Business Risk, Driving Favorable Outcomes

Few companies achieve their long-term potential without taking risks. Financial executives are naturally cautious by nature, and need to strike a balance between garnering the rewards of risk-taking with protecting an organization’s assets. Growth by its very nature is inherently risky, so how does a CFO know when and how to accept risk, determine how…

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Hunting Unicorns

Unicorns – today’s high-growth private companies – have achieved the distinction of belonging to the “three comma club” without accessing the public equity markets. Regardless of industry, be it science, software or social media, financial executives within these companies must make important decisions to ensure these fast risers are built to last. Join the conversation…

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Moneyball for Government

Welcoming Remarks.

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2015 MIT Sloan CFO Summit to be Held on November 19th

CAMBRIDGE, Mass. – September 9, 2015 – This year’s MIT Sloan CFO Summit, the nation’s premier CFO event, is scheduled for Thursday, November 19, from 7:30 a.m. to 6:00 p.m. at the Boston Marriott Newton in Newton, MA. The theme for the conference is “Innovation & Expertise: The Art of CFO Success.” Click here to register. The CFO…

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Heard the News? We’ve Got PBS in the Line-Up

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Flux and Flex for the CFO

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Evolving with M&A: The Art of the Deal

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CFO = Communicator For Organization?

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Can Innovation Be Bought?

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Hello Finance, Communications Calling

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Did you hear the one about the 12,000,038 year-old-dinosaur?

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Marketing, Differentiating and Employee Communications

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The TAO of TAM: Why Style Equals Substance

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2019 Sponsors

Thank you to the sponsors who
help make this event possible

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2019 Sponsors

Thank you to the sponsors who help make this event possible.

Please click here to request a sponsorship package. Sponsorship packages are limited in quantity to facilitate a more intimate networking experience for our attendees and sponsors.

  • UBS
  • Robert Half
Marketing Partners
  • CFO Leadership Council
  • FENG

The CFO Summit is currently sold out. Email to be put on the wait list.

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Boston Marriott Newton

2345 Commonwealth Ave
Newton, MA 02466
(617) 969-1000

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