Delivering for Best-in-Class Wholesaler-Distributors

November 5-6, 2019 at the Hilton O’Hare in Chicago

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We are currently in the process of finalizing our 2019 program. Please check back for updates. Please contact Tara Mostatab at 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

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 5, 2019

2:30 PM – 3:00 PM

3:00 PM – 4:30 PM

Opening Session & Discussion

Strategy at the Speed of Change






Steve Samek

CEO, Fulcrum Capital LLC

Mankind has experienced 7 profound transformations over its 40,000-year history. The changes in each of these ages has had a dramatic impact on the tools businesses use to achieve success & an even more profound affect on the strategies the company’s must employ to succeed. By ignoring the signals and not understanding the changes needed, company’s inevitably fail. The pace of change is geometrically increasing and the margin of error for failing to respond is becoming razor thin, often measured in days.

We are in the middle of the latest, and most disruptive, change business has ever faced. During this interactive 75 minute “workshop” Steve will help you address 5 questions:

  1. How will the change affect your markets?
  2. What are the Strategic Opportunities & Threats of this change?
  3. How do your key differentiators & business model have to change to flourish?
  4. What should be your strategic path forward?
  5. How can I get started on addressing this with my management team when I get home on Monday?

The goal of this session is to share the information & insights for you to have a meaningful discussion with your team and begin the process to plot your course.


Steve Samek’s career has spanned 49 years. He is a CPA by training and has been the CEO of several companies ranging from a 20,000 employee, Multi Billion $ Global Big 6 accounting firm to a publically held consulting firm and several highly successful entrepreneurial startups. He has written 7 books covering a variety of business topics including strategic planning, profit improvement techniques, and business forecasting. The most notable was the New York Times best seller, “Cracking the Value Code “ released in 2000 that identified successful techniques for companies and transforming industries in the dawn of the knowledge age In the then “New Millennial”. For 15 years Steve worked closely with the NAW and was the original author of the NAW’s “Facing the Forces Of Change” series. Steve is currently focused on helping entrepreneurial companies navigate their way from start up through the growth phase and mature companies facing significant transformation issues. His passion is helping midmarket firms (and their CEO’s, Owners, & Key Executives) transform their companies & themselves in this new age.

4:30 PM – 6:00 PM

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 6, 2019

7:00 AM – 7:45 AM

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

Planning with Optimism 

Taylor St. Germain, Speaker and Analyst, ITR Economics

The last two years have provided for many headlines, but did those headlines help or hinder your business? Presidential politics are fascinating, and we will explore the likely impact, if any, on the near-term economy and what potential election outcomes may mean to our forecast and to your world. Our job will be to determine the best course of action for the most important part of the economy – you and your business. We will:


  1. Look at a system of leading indicators proven to signal cyclical turns in the economy
  2. Discuss the sectors of the economy that will provide the best opportunities for the next business cycle decline
  3. Assess interest rate and other financial market trends
  4. Consider your 3, 5, and 7-year planning needs and talk about the 2020s and how you should prepare for challenges and opportunities


Taylor St. Germain is an economic analyst at ITR Economics, providing consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. Taylor’s refreshing personality and aptitude for helping businesses capitalize on economic trends are always a hit.

Before joining the Executive Vantage Point™ team at ITR Economics, Taylor graduated from the University of Vermont with a major in statistics and a double minor in mathematics and political science. He is an asset not only to his EVP team but to ITR Economics as a whole!

9:30 AM – 9:45 AM

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

Forecasting and Planning Best Practices – A Peer to Peer Discussion 

Robyn Pollina, CFO , Palmer – Donavin

Learn from your fellow peers on what best practices they use for forecasting and planning. This discussion will focus on how your peers use data rather than the sales rep for forecasting and planning.


Robyn Pollina is the CFO of Palmer-Donavin Manufacturing Company.  Palmer-Donavin, a wholesale distributor of building materials and residential entry doors, is headquartered in Grove City, Ohio, and has locations throughout the Midwest.  Palmer-Donavin became a 100% ESOP (Employee Stock Ownership Plan) company in March of 2007, the same year the company celebrated its 100th year in business.  Robyn has been with the company for 24 years, serving in her current role for 22 years.  After graduating from Ohio State University in 1993, she started her accounting career at Coopers & Lybrand as an auditor.  She then served 2 years as Palmer-Donavin’s controller before being promoted to her current role. 

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

A Roadmap for the New Leasing Standard of ASC 842. 

Chris Wright, Managing Director, Protiviti

Nick McKeehan, Managing Director, Protiviti

Farrah Malik, Manager, Protiviti

The Financial Accounting Standards Board (FASB) issued a new standard on accounting for leases (ASU 2016-02) to start going into effect at the end of 2018. At session, you will hear from one our experts on how the dos and donts of this new policy. This new guideline impacts entities across all industries that enter lease arrangements and sign contracts containing leases to support their business operations.

Protiviti will offer insights on key considerations for transitioning to the new lease standard (ASC 842) and what to expect for those companies who have already transitioned:

  • Provide an overview of the new lease standard ASC 842
  • Summarize key people, process and system changes driven by the standard
  • Review how companies are identifying and abstracting a complete inventory of lease agreements
  • Highlight a typical transition roadmap
  • Provide insight into initial year reporting challenges
  • Discuss the impact of the FASB’s proposed delay in implementation for private companies


Chris Wright is the firm-wide Managing Director of our Business Performance Improvement solution, which includes our  Public Company Transformation and Financial Reporting Remediation and Compliance groups. He has over thirty years of experience serving clients as an external auditor, including 6 years as a partner at two global accounting firms (Arthur Andersen and KPMG), and as an internal auditor and financial reporting risk consultant.

At Protiviti, Chris has provided internal audit out-sourcing and co-sourcing, Sarbanes-Oxley readiness and compliance services, and significant assistance to companies experiencing restatements, regulatory inquiries, stock compensation and other financial investigations and difficulties in implementing new accounting pronouncements, including revenue recognition and lease accounting. Chris earned his Bachelor of Science degree with a major in Accounting from Franciscan University and a Master of Science degree in Organizational Leadership from Quinnipiac University.

Chris serves on the boards of several charitable, civic, educational and business organizations. His work in Financial Reporting Remediation and Compliance has also involved a significant commitment to public speaking and the development and delivery of internal and external training.

Nick McKeehan is a Managing Director in the Chicago office with over 19 years of experience leading public company transitions, financial accounting transitions, reconciliation and restatement projects. Nick leads the Financial Reporting Remediation and Compliance group in the Chicago office and is the Central Region Leader of the Business Performance Improvement solution.

Nick has led numerous lease accounting transition engagements, including project management, scoping & lease identification, lease abstraction, policy & position paper development, software implementation.

Prior to joining Protiviti, Nick serves as the Director of Internal Audit at a large privately-held industrial distribution company, Internal Audit Manager at a Fortune 500 global manufacturing & distribution company, and a Manager in a Big 4 public accounting firm.

Farrah Malik is a Manager in the Chicago office with over 6 years of experience assisting companies with various accounting and financial advisory services.

Farrah has assisted multiple manufacturing & distribution companies in implementing the ASC 842 standard. This includes completeness procedures in determining lease inventory, lease accounting classification analysis, financial statement disclosures, updating critical accounting policies and position papers, and updating the current and future state controls. Farrah has also supported the implementation of a lease accounting software tool.

Prior to joining Protiviti, Farrah spent over 4 years as an external auditor for a Big Four firm, specializing in Power & Utilities and Renewable Energy for both publicly traded and privately held clients.

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled April 28-29, 2020

2:30 PM

The following wholesale distribution companies registered for the Fall 2019 Large Company CFO Roundtable:

  • Allied Electronics
  • Coastal Construction Products
  • COE Distributing
  • Electric Supply Inc.
  • Field Fastener
  • First Supply LLC
  • Highline Aftermarket
  • IPS Packaging
  • Kimball Midwest
  • Lawson Products
  • Palmer Donavin
  • Setpoint Integrated Solutions

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
  • 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


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.