Delivering for Best-in-Class Wholesaler-Distributors

Virtual Roundtable on June 3,  9:00 AM – 12:30 PM

Add to Calendar 20200603T090000Z 20200603T123000Z America/New York NAW Billion Dollar CFO Virtual Roundtable, Spring 2020
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Patrick (Pat) McKune, CFO for M. Holland Company, talks with Adam Isenberg, NAW Vice President – Corporate Relations, about the value of participating in the semi-annual NAW Billion Dollar CFO Roundtable and the specific ROI he has seen in just two years of participation.

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

June 3, 2020

9:00 AM – 9:10 AM

9:10 AM – 9:50 AM

NAW Government Relations Update

Blake Adami
Vice President – Government Relations, NAW

As the critical 2020 national elections head into high gear amid a global pandemic, Blake will update you on what in the world is going on in Washington. Despite the bitter partisanship and continued gridlock, Congress is trying to come together to pass legislation to aid in reopening the country. So what is in store for Congress and the Administration for the rest of 2020 and where are things going after the 2020 election? Blake will share his insights and best guesses.

9:50 AM – 10:00 AM

10:00 AM – 10:40 AM
General Session & Discussion

Managing Trade Credit Risk and Liquidity as we Return to Normal

Jonathan Eaton, Principal, Advisory Services, Grant Thornton

Yvette Connors, Strategic Risk Services Leader, Grant Thornton


  Jonathan is the practice leader for Grant Thornton’s National Supply Chain Practice. With over 20 years of Supply Chain experience, Jonathan has spent the majority of his career advising large multinational companies and middle market companies across multiple industry sectors on how to best transform their supply chains. His industry experience covers Consumer & Industrial Products, Food & Beverage, Retail, Auto Aftermarket, Auto OEM, Utilities, Oil & Gas, Life Sciences, Technology, and Financial Services. He also has significant experience with turnarounds, post-merger integration, divestitures, and technology implementations.

Yvette serves as Grant Thornton’s Strategic Risk Management Leader within Risk Advisory Services. She has over 25 years of domestic and international risk management experience. Yvette provides leading risk insights to global, national, and regional organizations interested in improving risk management governance to drive growth and value.

10:40 AM – 10:50 AM


10:50 AM – 11:30 AM 

General Session & Discussion

EMERGE STRONGER FROM A CRISIS: Five near-term moves to accelerate growth

Kevin Berger, Partner, Oliver Wyman

The COVID crisis is causing the largest shock to economic activity in our lifetime. As the world starts to emerge from lockdown, distributors are grappling with both near-term challenges around how best navigate reopening and the longer-term reality that demand patterns and customer expectations are shifting irrevocably.

Distributors must act swiftly during a crisis to maintain near-term viability. But it can be tempting to overreact and focus too much on cutting costs to preserve cash. This is rarely the best path to ensure long-term success. The companies that come out of a crisis in the best shape and outperform their peers are those that have thought strategically. Their playbooks combine prudent and necessary cost cutting actions with longer-term, commercially-focused measures to bolster customer relationships and invest for the future. 


 Kevin Berger is a partner in the Oliver Wyman Chicago office with over 20 years of experience. He focuses on driving profitable revenue growth for his clients and their financial sponsors across the investment lifecycle primarily through Commercial Effectiveness related topics, including pricing optimization, sales force effectiveness, and go-to-market model design and transformation. Kevin has authored recent articles on how to Emerge Stronger from a Crisis and Maximizing Profit Through Price: Five Easy, Yet Powerful, Price Levers You Probably Aren’t Fully Addressing. He holds an MBA with distinction from the Kellogg School of Management at Northwestern University and a BA in pre-Med/sociology with honors from the University of Texas at Austin.

11:30 AM – 12:30 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 which will held on December 1-2 at the Hilton O’Hare.

12:30 PM

The following wholesale distribution companies are registered for the Spring 2020 Billion Dollar CFO Roundtable:

  • ADI
  • AmeriGas Propane
  • Benco Dental
  • Big Rock Sports
  • Border States Electric Supply
  • Bunzl Distribution
  • Ingram Content Group
  • Johnstone Supply
  • Uline
  • US LBM
  • Wurth Industries

NAW Billion Dollar Company CFO Roundtable Members

  • ABC Supply
  • ADI Global
  • Airgas
  • Amerigas Propane
  • Border States Electric
  • Bunzl Distribution USA Inc
  • City Electric Supply
  • Core Mark International
  • Dot Foods Inc
  • Essendant
  • Graybar
  • Ingram Content Group
  • Johnstone Supply
  • M Holland Co
  • Pool Corporation
  • Uline
  • Uni Select
  • US Lumber Group
  • Wilbur-Ellis
  • Wurth Industry of North America

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

  • ABB Optical Group
  • ABC Supply
  • ADI Global
  • American Hotel Register
  • AmerisourceBergen
  • 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
  • Hajoca Corp
  • Ingram Content Group, Inc.
  • Johnstone Supply
  • LDI Ltd
  • M Holland Co.
  • MRC Global
  • Orora North America
  • Pool Corp.
  • PrimeSource
  • Scansource
  • SRS Distribution
  • Thermo Fisher Scientific
  • Uline
  • Uni-Select
  • US Lumber
  • Veritiv
  • Victory Packaging
  • WinSupply

This meeting is now being held virtually. Please click on the “register today” button above if you are interested in attending. Once you are registered, a meeting invite will be emailed to you.

Please contact Tara Mostatab at or 770 713 0322 if you have any questions.