Delivering for Best-in-Class Wholesaler-Distributors

November 2-3, 2021 at the Hilton O’Hare in Chicago

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We are currently in the process of finalizing our 2021 program. Please check back for updates. Please contact Tara Mostatab at tmostatab@naw.org if you have any questions.

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

This by invitation roundtable is composed of executives from large companies that meet in Chicago two times per year and is highly interactive. The annual fee is $1,500 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 a senior level alternate who can take the place of the finance executive, 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 tmostatab@naw.org.

Eligibility: Companies with $100M to $1B in annual revenue
The NAW Large Company Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

NAW Large Company CFO Roundtable Agenda

Day 1 - November 2, 2021

2:30 PM – 3:00 PM
Registration

3:00 PM – 4:30 PM
Opening Session & Discussion

NAW Economic Forecast

Lauren Saidel-Baker, ITR Economics

2021 is winding down as we prepare for the challenges and ongoing uncertainties in 2022. There are opportunities and risks ahead and we will explore them in terms of government responses, consumer trends, market opportunities, labor issues and production costs. We will also assess business responses to the projected changes in the economic landscape. These forces will shape the trends ahead and drive our tactics and strategies. We will also:

  • Assess business demand for the rest of 2021 and for 2022.
  • Look at a system of key leading indicators that are proven to signal cyclical turns in the economy and markets.
  • Present market outlooks and discuss issues that have an impact on your profitability via resource allocation, budgets, expectations, and strategic planning.
  • Present the unintended consequences of the massive stimulus programs and infrastructure spend that will impact businesses in the years ahead.
  • Assess interest rate and other financial market trends, including the latest information on stock market performance.

ABOUT THE SPEAKER

Lauren Saidel-Baker is an experienced speaker and economist. She is responsible for providing reliable industry and company forecasts, presentations, webinars, and economic consulting services to small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. Lauren’s experience in finance supports her commanding grasp of ITR Economics’ programs and subscriptions and their practical applications.

Lauren graduated cum laude with honors in economics and a double major in religion from Wellesley College.   Her attention to detail and ability to understand the needs of each of her clients makes her an incredible asset to ITR Economics.

4:30 PM – 6:00 PM
Break

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

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

7:00 PM – 9:30 PM
Large Company Executive Dinner

Day 2 - November 3, 2021

7:00 AM – 7:45 AM
Breakfast

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

Managing Pricing and Margin Management

Jonathan Eaton, Practice Leader for National Supply Chain Practice, Grant Thornton

Over the past 18 months, manufacturers have experienced substantial supply chain disruptions.  And while a strong recovery has generated higher demand, challenges still remain: rising costs, raw materials shortage, persistent issues with labor availability, channel conflict, sub-optimal supply chain risk management capabilities, and the possibility of new regulations.

These factors provided a timely opportunity to look at pricing strategies and tactics to improve margins.  In this session we will discuss the actions leading companies are taking to accelerate growth and expand margins. We will also discuss the actions many of these same companies are taking to future proof their supply chains.

ABOUT THE SPEAKER

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.

9:30 AM – 9:45 AM
Break

9:45 AM – 11:00 AM
General Session & Discussion

Automation in AP/AR – Is there Value in doing so?

Andrew Butt

CEO, Enable 

Finance professionals are always looking to streamline processes to ensure accurate data collection and better collaboration throughout the organization, but often the path to doing so can seem complicated and somewhat overwhelming.

Yet, prioritizing automation and finding solutions that seamlessly fit into your accounting and finance processes can be the most effective way to achieve efficiency and collaboration within your team. In this session we’ll discuss the current status of automation throughout the industry, what accounting processes look like with and without software, and the long-term benefits of automation within your departments.

Key topics discussed in this session:

  • Automation strategies best suited for wholesalers, distributors and supply chain teams
  • How to improve efficiency, mitigate risk, promote collaboration, and provide clear audit trails
  • Best practices from teams who have prioritized automation

ABOUT THE SPEAKER

Andrew Butt is the Co-founder & CEO of Enable, a modern, cloud-based B2B software solution for rebate management. Distributors, wholesalers and manufacturers across over 50 industries now have an easy, seamless solution to execute and track their full range of trading programs. Enable has tripled its revenue and customer base since last year and has more merchants and suppliers in the UK and US than any other comparable software solution. The company is backed by $62M in funding.

Launched in 2017, Andrew and his co-founder, met twenty years ago while learning to fly helicopters. In March 2000, they formed their first business together, DCS E-Commerce, a profitable software engineering company, employing a team of 100. The company was ranked in the Sunday Times as the 50th fastest growing private technology company in Britain.

Four years later, they co-founded Information Matrix Ltd, a B2B SaaS business, which was acquired by London-based private equity firm Sovereign Capital.

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 Operations Roundtable

This is the “halftime” period where you meet up with all of the Large Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both the CFO and Operations executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion

Managing Receivables / Cash Flow

 

 

 

 

 

John Perez, CEO, Unified Payments Group

Shane Smith, VP of Sales, Unified Payments Group

The business landscape has changed in so many ways over the last cycle that the expectation of getting back to work has brought into focus the dynamic realities of our current environment. Given the changes in the business operations landscape, it is more important than ever to understand what areas of your order-to-cash processes should be given new attention along with the intended impacts on your company’s resulting cash flow. In this session, Unified Payments Group will focus on key areas that forward-looking teams have changed in their order-to-cash processes to solve for some of the new problems that have arisen.

ABOUT THE SPEAKER

As CEO, John sets Unified’s strategic direction while aligning procedures and resources to optimize efficiencies across the entire organization. Prior to Unified, John held executive roles with Fifth Third Bank and Branch Banking & Trust Company where he was a driver of success and process improvement. He holds a BS in Finance from Miami University.

As Vice President, Shane works with Enterprise clients across the country as they look to bring order-to-cash and A/R efficiencies to their business operations. Prior to joining Unified Payments Group, Shane held senior Account and Treasury Management roles with the nation’s largest payment processing companies and financial institutions.

2:00 PM – 2:30 PM

Set agenda for topics for the next meeting

2:30 PM
Adjourn

Wholesale distribution companies participating in the Fall 2021 Large Company CFO Roundtable:

  • Ball Horticultural Company
  • Copper State Bolt & Nut Co Inc
  • Hillyard Inc
  • IPS Packaging & Automation
  • TestEquity

Wholesale distribution companies that participated in the Spring 2021 Large Company CFO Roundtable:

  • Blevins Inc
  • Chattanooga Shooting Supplies Inc
  • Ewing Irrigation
  • Hillyard Inc
  • H I S C O
  • J & B Group
  • Kimball Midwest
  • Levitt Safety Ltd
  • Millcraft Paper Company (The)
  • Plumbing Distributors Inc
  • Roberts Oxygen Co Inc
  • TestEquity

NAW Large Company CFO Roundtable Members

  • All Tile Inc
  • Allied Electronics
  • Allied Wire & Cable
  • Benco Dental Co
  • Coastal Construction Products
  • Electric Supply Inc
  • Field Fastener
  • First Supply LLC
  • Grabber Construction Products
  • Highline Aftermarket
  • H I S C O
  • IPS Packaging
  • ISCO Industries
  • Kennicott Brothers
  • Kimball Midwest
  • Lawson Products Inc
  • National Tube Supply Co
  • Omni Cable Corporation
  • P A C E Inc
  • Palmer Donavin Mfg Co (The)
  • Piedmont Plastics Inc
  • Plumbing Distributors
  • Polymershapes
  • RJ Shinner Co Inc
  • RelaDyne
  • Roberts Oxygen Co
  • Tri West Ltd
  • US Lumber Group
  • Winzer Corp
  • Womack Machine Supply Co

The following wholesale distribution companies have attended previous Large Company CFO Roundtables:

  • Allied Electronics
  • Benco Dental
  • Blevins
  • BMD, Inc
  • Boelter Companies
  • Coastal Construction Products
  • Cope Plastics
  • Curbell Plastics
  • Distribution Management Inc
  • Dominion Electric Supply
  • Field Fastener
  • First Supply
  • Grabber Construction Products Inc
  • Gustave A Larson Co.
  • Highline Aftermarket
  • Hirsch Pipe & Supply
  • H I S C O
  • Horner Xpress
  • Hub Construction Specialties
  • I S C O Industries, LLC
  • Kimball Midwest
  • L&R Distributors
  • Laird Plastics
  • Lancaster/The Merit Distribution
  • Lawson Products
  • Lipsey’s, LLC
  • Martin Inc
  • nexAir
  • NMC Inc
  • Omni Cable
  • P A C E, Inc.
  • Pacesetter
  • Palmer Donavin Mfg Co., (The)
  • Pacific Seafood Group
  • Parksite Inc
  • Piedmont Plastics
  • Plumbing Distributors Inc
  • Reeb Millwork
  • RJ Schinner
  • RelaDyne LLC
  • Roberts Oxygen Co Inc
  • Summit Electric Supply
  • SYSCOM/EPCOM
  • T&A Supply Company
  • Tri West, Ltd.
  • United Pipe & Steel
  • US Lumber Group
  • Winzer Corp
  • Womack Machine Supply Co

Meeting Location:
Chicago Hilton O’Hare
10000 W O’Hare Ave.               Click Here to Book Your Room
Chicago, IL 60666
(773) 686-8000

Hilton Central Reservations – 877 865 5322

BEWARE OF UNAUTHORIZED HOUSING VENDORS

Please be vigilant if approached by any company or service that implies or claims to be an official housing provider for the National Association of Wholesaler-Distributors (NAW). We have been made aware of other housing companies or travel agencies that may be aggressively pursuing you, or your company, to book your guest rooms through their company, using your credit card information, at supposedly significant discounts. The only way to book your rooms with security for NAW Roundtables is to use the channels provided on our website. If you are contacted by one of these pirate companies, please contact NAW staff immediately.

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