Delivering for Best-in-Class Wholesaler-Distributors

Please contact Tara Mostatab at if you have any questions.

June 5-6, 2018 at the Hilton O’Hare in Chicago

“What I like about the group is that we set the agenda, so it is meaningful to us, and we get high quality participation from the members and outside experts we bring in to address specific topics. There is rarely a meeting I go to that I don’t leave with a number of new ideas and opportunities that have been of value to me and my organization. The meetings are quick, convenient and a manageable size which makes the best use of our limited time.”

Mark Joslin, Vice President and CFO, POOLCORP

The NAW Billion Dollar Company CFO Roundtable for direct members was created as a new mechanism for the CFO of large distribution enterprises to network with non-competing peers in multiple lines of trade on key finance issues.

Similar to other billion dollar roundtables NAW has created for the CIO, Operations, CHRO, and Chief Legal Officers this by invitation roundtable is composed of executives from billion dollar companies that meet in Chicago two times per year. This highly interactive group consists of the SENIOR-MOST financial executives or CFOs. The annual fee is $1,800 per member, which covers meeting costs for two events in a twelve-month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name an alternate who can take the place of the CFO, should that person be unable to attend the scheduled meeting.

If you would like to learn more, please contact Tara Mostatab at 202.263.4080 or

Eligibility: Companies with $1B+ in annual revenue.
The NAW Billion Dollar Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

NAW Billion Dollar CFO Roundtable Preliminary Agenda

Day 1 - June 5, 2018

6:00 PM – 7:00 PM
Drinks & Dialogue Reception

Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Billion Dollar Executive Dinner
NAW Government Relations Update

Jade West
SVP-Government Relations, NAW

For over 20 years, Jade West was a staple in the U.S. Senate. For the past 10 years, Jade has helped educate lawmakers on how certain legislative policies could impact true economic engines such as wholesaler-distributors. From stopping the repeal of LIFO, to tax and labor initiatives, Jade has been out front and leading the charge on Capitol Hill to benefit the entire $5.7 trillion industry that is wholesale distribution.

Make sure to attend the most exclusive executive supper club in Chicago this evening! This dinner is your opportunity to pick the brains of the senior executives for the top wholesale distribution companies in the industry.


Jade West is Senior Vice President-Government Relations for the National Association of Wholesaler-Distributors. She also serves as Executive Director of the NAW Political Action Committee. Jade is the senior lobbyist for NAW, advocating the interests of the wholesale distribution industry in Washington both on Capitol Hill and in the regulatory agencies.

In addition, she is Executive Secretariat for the 1,000-member Tax Relief Coalition and the LIFO Coalition. Jade is a Steering Committee member of the Alliance for Tax Fairness and Growth, and she is on the Management Committee of the Coalition for a Democratic Workplace, which leads the opposition to organized labor’s effort to remove secret ballot elections from union certification elections and force employers into binding “interest arbitration” in negotiating contracts. Jade is also a Director of the Business Industry Political Action Committee and a Founder and Director of the trade association Get Out the Vote Best Practices Group, both working to maximize the turnout of pro-business voters in federal elections.

Before joining NAW in 2002, Jade was a senior aide on Capitol Hill for more than 20 years.

Day 2 - June 6, 2018

7:00 AM – 7:45 AM

8:00 AM – 9:30 AM
Opening Session & Discussion
Blockchain Technology 

Kaushik Malladi
Associate Partner: Consumer Products & Retail Industry Center of Competency, IBM

Enterprises have to fundamentally reinvent themselves to stay competitive in this digital world. CEO’s are looking to drive productivity, develop new business models and gain trust of their customers. Blockchain is an open distributed ledger that cryptographically encrypts all transactions. It enables enterprises to harvest the power of their networks through trusted, transparent and streamlined processes. While Blockchain has been popularized by the financial industry its intrinsic value is driving adoption in life sciences, consumer products, distribution, government and retail industries.

The Wholesale distribution industry is characterized by complex business networks and fast supply chains that frequently create friction between the enterprises. In this discussion, Kaushik Malladi will discuss how Blockchain can help distributors eliminate friction by providing a trusted and transparent platform to manage supply chain and financial processes.


Kaushik Malladi loves the intersection between technology and business. I am a proven leader who has taken this passion to successfully deliver solutions that improve business productivity and lower costs at companies such as IBM, Mindray North America, Glaceau Water, AriZona beverages, Coby Electronics, and others over the last 16 years.

He has demonstrated thought leadership, developed strategic plans, and enabled the plans with successful tactical execution. As part of my job, I have built high performing teams that are goal oriented and dedicated to delivering excellence. These actions have enabled me to deliver business value as well as ensure team growth.

Key leadership positions held over that last 5 years
AriZona Ice Tea – Director
IBM Global Business Solutions – Practice Leader, Engagement Manager, Delivery Manager, Associate Partner

Business Transformation
Aligning IT Strategy to the business goals
Program and Project Management
Supply Chain Management
ERP implementations and value realization (SAP)
Industry Focus – CPG and Retail
Blockchain and Machine learning in the Consumer Industry

9:30 AM – 9:45 AM

9:45 AM – 11:00 AM
General Session & Discussion
Robotic Process Automation: Transforming the Distribution Industry

Chris DeBrusk
Partner, Financial Services, Oliver Wyman

Sam Rosenberg
Principal, Oliver Wyman

Robotic Process Automation (RPA) is a software solution that acts as a virtual workforce to automate processes, not as a part of a company’s IT infrastructure but integrated on top of it. In areas from  procurement to sales, software robots have emerged as a way for organizations to improve efficiency and cut costs, and are a viable solution for driving efficiency from processes that are definable, repeatable, and rules‑based. However, there are a number of pitfalls and challenges that distributors need to anticipate to ensure a successful RPA implementation and to realize the value from this technology. RPA should be considered one enabler as part of broader systems transformation and efficiency program components.

This session will include tangible examples of successful RPA implementations as well as discussion of broader transformation enablers and options for distributors.


  • Learn how distributors and other organizations are using RPA to automate their business processes
  • Recognize the pitfalls and challenges that companies need to anticipate to ensure a successful implementation
  • Identify success factors and broader enablers in driving efficiency, automation, and systems modernization


Chris DeBrusk is a Partner in Oliver Wyman’s Digital, Technology and Analytics practices, based in New York. Chris has spent over 20 years providing advisory services to clients in a range of areas including technology and data strategy, digital strategy, large program management and outsourcing strategy. Chris has extensive experience helping clients deliver using a global model and has run teams spread across North America, Europe and Asia. Chris has a B.A.Sc. in Systems Design Engineering from the University of Waterloo and a B. A. also from the University of Waterloo.

Sam Rosenberg is a principal in the Oliver Wyman New York office with over 11 years of experience Sam focuses on the area of Pricing Sales and Marketing, including topics of market and customer strategy, offer and proposition, pricing and sales deployment and rapid commercial improvement. He is also a member of Oliver Wyman Digital practice focused on enablement of commercial transformation, as well as Oliver Wyman Labs, focusing on the application of agile methods. Mr. Rosenberg graduated cum laude from Princeton University with a degree in operations research and financial engineering and certificates in finance and computer science.

11:00 AM – 12:00 PM
Open Discussion

This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session, you may find a perfect topic to suggest for the next NAW Roundtable.

12:00 PM – 12:45 PM
Joint Lunch & Networking Discussion with CIO Roundtable
This is the “halftime” period where you meet up with all of the Billion Dollar Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both groups: CFO and CIO executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion
Business Intelligence (BI) / Data Analytics Tools

Brian Wolohan
National Partner, Audit Innovation & Strategy, Grant Thornton

Advanced data analytics are not just the latest fad. They are being utilized in a range of environments to help companies derive meaningful insights from the ever-increasing amounts of data they are collecting.

In this session, we will talk about the analytics that Grant Thornton has developed for use in conducting independent financial statement audits and how these analytic approaches generate significant business insights.


  • Learn about the latest capabilities in analytics and how they can be deployed in organizations like yours
  • Explore use cases related to:
    • Whole ledger analytics
    • Predictive modeling
    • Fraud detection
    • Artificial intelligence
    • Robotic process automation


Brian Wolohan is a Partner in the National Professional Standards Group, where he leads the firm’s Audit Data Analytics group and works with the Audit Methodology and Audit Risk Management groups to improve the effectiveness and efficiency of the firm’s risk analysis, audit execution, and inspection approach. Brian represents Grant Thornton on the Board of the Rutgers AICPA Data Analytics Research Initiative as well the AICPA’s Audit Data Analytics Guide Working Group.

Brian joined Grant Thornton from the CAQ where he served as the Senior Director of Professional Practice, Policy and Research. He worked with senior members of the profession, regulators, and other stakeholders on critical and emerging issues facing the profession to advance regulatory and public policies that promote audit quality. He led the preparation and issuance of comment letters to the PCAOB, SEC, IAASB and others on proposed standards and other rules affecting the audit profession.

Prior to joining the CAQ, Brian served as Associate Director in the PCAOB’s Office of Research & Analysis, during which time he designed and developed many of the audit risk assessment methodologies used by the PCAOB to inform its risk-based inspections program. He conducted research and trainings on structured financial products, fair value of illiquid instruments, and best practices in fraud risk assessment. He has performed extensive analysis on market risks and audit implications and served as a Commissioner on the NACD’s Blue Ribbon Commission on Risk Governance.

Professional qualifications and memberships
CPA (Virginia, Washington DC)
AICPA member

MS, Finance, University of Maryland
MBA, University of Maryland
BS, Accounting and Finance, University of Maryland

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for December 11-12, 2018

2:30 PM

NAW Billion Dollar CFO Roundtable Participants, Spring 2018

The following wholesale distribution companies participated in the Spring 2018 Billion Dollar CFO Roundtable:

  • A D I
  • Border States Electric Supply
  • Bunzl Distribution USA Inc
  • Core Mark International Inc
  • Dot Foods Inc
  • Essendant Inc
  • Ingram Content Group Inc
  • M Holland Co
  • Pool Corporation
  • Uni Select Inc
  • Winsupply Inc

The following wholesale distribution companies have attended previous NAW Billion Dollar Company CFO Roundtables:

  • A D I
  • ABB Optical Group
  • ABC Supply
  • American Hotel Register
  • AmerisourceBergen Corp
  • Border States Electric Supply
  • Bunzl Distribution USA, Inc.
  • Core-Mark International, Inc.
  • Dawn Food Products
  • Do It Best
  • Dot Foods, Inc.
  • Gordon Food Service
  • Graybar Electric Co Inc
  • Hajoca Corp
  • Ingram Content Group, Inc.
  • Johnstone Supply
  • LDI Ltd
  • M Holland Co.
  • MRC Global
  • Orora North America
  • Pool Corp.
  • PrimeSource
  • Scansource Inc
  • SRS Distribution
  • Thermo Fisher Scientific
  • Uline
  • Uni-Select
  • Veritiv
  • Victory Packaging
  • Winsupply, Inc.

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave.               Hotel Accommodations
Chicago, IL 60666
(773) 686-8000

Hilton Central Reservations – 877 865 5322